Ian's Intel
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Stay ahead with crypto news & alpha.

📩 @cryptoian

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OPENAI TO SLOW DOWN DEVELOPMENT ON ITS NEW ASTRA MODEL AS THEY CANNOT RULE OUT CRITICAL CYBER CAPABILITIES, WHILST POLYMARKET⁠.COM ODDS IT IS RELEASED BY THE END OF THIS MONTH SIT AT 66%: AXIOS

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TRUMP MEDIA UNWINDS CRYPTO DEALS: AXIOS

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WEEKLY BRIEF Aug 2–Aug 9, 2026

Headlines
Polymarket in talks to raise $1B at a $20B valuation
Coldcard hack losses exceed $100M
MSCI proposes removing Strategy and Metaplanet from global indexes
Mastercard completes BVNK acquisition to expand stablecoin capabilities
Wells Fargo to launch tokenized deposits for corporate clients on proprietary blockchain
Polymarket becomes official partner of ATP for tennis livestreaming and in-app trading
Power struggle erupts at Ondo Finance following the founder’s death
OpenAI slows development on its Astra model due to cybersecurity concerns
Major hedge funds including Citadel and Point72 targeted in wave of cyber attacks
Demis Hassabis to step down as Google DeepMind CEO

Weekly ETF Flows
• BTC: +$763.6M net inflows
• ETH: +$194.1M net inflows
• SOL: -$0.9M net outflows
• HYP: +$2.8M net inflows

Exchange Listings
• Bybit: $UNITREE (pre-market)
• Binance: $GIGADEV (futures)
• Upbit: $HOME (spot), $QUID (spot), $GRVT (spot), $CAP (spot), $KMNO (spot), $BSB (spot)
• Bithumb: $META2 (spot), $USDG (spot), $QUID (spot), $UB (spot), $BSB (spot)
• Robinhood: $CASHCAT (spot)

Regulatory
DOJ charges NFT marketplace founder for misappropriating investor funds
Trump Media unwinds various cryptocurrency deals

Market Flows
Strategy BTC holdings decreased by 1,637 BTC (~$102.4M)
Michael Saylor clarifies he has never sold any personally held Bitcoin
Bithumb targets 2028 IPO with pre-listing application in 2027
Wintermute to trade commodities and tokenized stocks upon regulatory approval
Hyperliquid upgrades TWAP orders and launches HIP-4 permissionless deployments on testnet
EIP-8361 proposed to reduce Ethereum inflation by cutting staking yields
Maple adopts Ethena USDTB stablecoin for $400M liquidity buffer
TradeXYZ initiates $HYPE buyback using 12% of collected revenue
Dinari partners with Circle to offer tokenized stocks to U.S. investors
Anthropic explores $36B debt package to finance Google chip usage
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COINSBUY HACKED FOR $7.9M; STOLEN FUNDS LAUNDERED TO MONERO

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THE WEEK AHEAD — Aug 10 to Aug 16

🇺🇸 High-Impact Economic Events (ET)

Wed Aug 12
• 8:30 AM — Core CPI m/m (fcst 0.2%, prev 0.0%)
• 8:30 AM — Core CPI y/y (fcst 2.5%, prev 2.6%)
• 8:30 AM — CPI m/m (fcst 0.1%, prev -0.4%)
• 8:30 AM — CPI y/y (fcst 3.4%, prev 3.5%)

Thu Aug 13
• 8:30 AM — Core PPI m/m (fcst 0.3%, prev 0.2%)
• 8:30 AM — PPI m/m (fcst 0.2%, prev -0.3%)

📊 Notable Earnings

Mon Aug 10
🌑 After hours: $RKLB, $HIMS, $USAR

Tue Aug 11
🌑 After hours: $LITE, $CRWV, $QNT

Wed Aug 12
☀️ Pre-market: $NBIS
🌑 After hours: $CBRS

Thu Aug 13
🌑 After hours: $AMAT

Trade on Hyperliquid
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Ian's Intel pinned «THE WEEK AHEAD — Aug 10 to Aug 16 🇺🇸 High-Impact Economic Events (ET) Wed Aug 12 • 8:30 AM — Core CPI m/m (fcst 0.2%, prev 0.0%) • 8:30 AM — Core CPI y/y (fcst 2.5%, prev 2.6%) • 8:30 AM — CPI m/m (fcst 0.1%, prev -0.4%) • 8:30 AM — CPI y/y (fcst 3.4%, prev…»
META TO RELEASE THE WEIGHTS FOR THEIR LATEST MODEL, MUSE SPARK 1.2: X

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STRATEGY SOLD 1,691 BTC REDUCING HOLDINGS TO 840,447 BTC

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STRATEGY USD RESERVES UP $650M TO $4650M

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STRATEGY SOLD 1,690 BTC $108.6M AT AN AVERAGE PRICE OF $64,262

SEC.GOV/ARCHIVES/EDGAR

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PEAR PROTOCOL RELEASES ‘ORCHARD’ UPGRADE WITH FULLY AGENTIC LONG-SHORT TRADING

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HEEBOO FILES B-1 TOKEN TRANSPARENCY DISCLOSURE: BLOCKWORKS

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ETF Flows: 10 Aug 2026

🔴 Bitcoin ETFs: -$144.6M net outflows

🔴 Ethereum ETFs: -$14.6M net outflows

🟢 Solana ETFs: $8.8M net inflows

🟢 Hyperliquid ETFs: $2.8M net inflows
COINBASE ESTABLISHES ABU DHABI TOKENIZATION HUB, ACQUIRES FSRA LICENSE

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ANTHROPIC WILL NOW WATERMARK TEXT AND FILES ITS MODELS GENERATE, TO COMPLY WITH EUROPEAN REGULATION: TECHCRUNCH

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ANTON LEVY’S LAYER GLOBAL RAISES $1.1 BILLION IN FIRST CLOSE: THE INFORMATION

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AMMALGAM FILES B-1 TOKEN TRANSPARENCY DISCLOSURE: BLOCKWORKS

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