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

📩 @cryptoian

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TREZOR CUSTOMER DATA EXPOSED IN SHIPPING PARTNER BREACH

SOURCE
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ETHENA PARTNERS WITH FALCONX FOR INSTITUTIONAL STABLECOIN LENDING

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ETHER.FI UPGRADES NEOBANK WITH TOKENIZED STOCKS, AAVE BORROWING, GLOBAL FIAT PAYMENTS AND ETHFI BUYBACKS

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THE WHITE HOUSE TO HOST CRYPTO EXECUTIVES NEXT WEEK: POLITICO

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ETF Flows: 13 Aug 2026

🔴 Bitcoin ETFs: -$131.1M net outflows

🟢 Ethereum ETFs: $5.9M net inflows

Solana ETFs: $0.0M net flows

Hyperliquid ETFs: $0.0M net flows
HYPERLIQUID HIP-4 ADDS DEPLOYER OUTCOME FEATURES AHEAD OF STAGED MAINNET LAUNCH

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JPMORGAN ENDED BANKING RELATIONSHIP WITH POLYMARKET OVER REGULATORY CONCERNS: WSJ

SOURCE
ANTHROPIC DOES NOT PLAN TO RELEASE ITS INTERNAL "MODEL 2" THAT APPEARS TO BE MORE POWERFUL THAN MYTHOS - POLYMARKET⁠.COM SEES THE CHANCE OF ANTHROPIC'S UPCOMING IPO CLOSING AT OVER $1.8T MCAP AT 66%: AXIOS

SOURCE
SAFEPAL CUSTOMER DATA EXPOSED IN SECURITY INCIDENT AFFECTING ORDERS PLACED MARCH 2-APRIL 11, 2026.

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WEEKLY BRIEF Aug 9–Aug 16, 2026

Headlines
US CPI data matches estimates with Core CPI at 2.5% YoY and CPI at 3.4% YoY.
Strategy sold 1,690 BTC ($108.6M) at an average price of $64,262, reducing holdings to 840,447 BTC.
Harmony Layer 1 exploited with 4B ONE tokens (26% of supply) minted unauthorized.
Layer Global raises $1.1 billion in a first close led by Anton Levy.
The White House to host a meeting with crypto executives next week to discuss policy.
JPMorgan terminates banking relationship with Polymarket over regulatory concerns.
Coinsbuy hacked for $7.9M with stolen funds laundered via Monero.
Wintermute targets $1B investment in HFT and AI data centers, aiming for 50% non-crypto revenue.
Coinbase establishes Abu Dhabi tokenization hub after acquiring FSRA license.
Customer data exposed in security incidents at both Trezor and SafePal.

Weekly ETF Flows
• BTC: -$329.0M net outflows
• ETH: -$3.0M net outflows
• SOL: +$8.8M net inflows
• HYP: +$2.8M net inflows

Exchange Listings
• Upbit: $CYS (spot), $ICNT (spot), $XAN (spot), $EDEN (spot), $AIOZ (spot), $ALLO (spot), $DOS (spot, KRW), $PROM (spot, KRW)
• Bithumb: $DOS (spot), $TRB (spot)
• Binance: $DOS (futures)
• Bybit: $KII (spot)
• Coinbase: $ALIGN (roadmap)
• Variational: $CRDO (perp)

Regulatory
SEC poised to reveal major crypto plans as the Clarity Act remains stalled.
Franklin Templeton cleared by SEC to use its on-chain money market fund for collateral.
Anthropic implements text watermarking to comply with European AI regulations.
Multiple protocols including Heeboo, Ammalgam, Ore, and Jurassic Finance file B-1 token transparency disclosures.
Donald Trump sued over plans to sell fast access to Truth Social posts.

Market Flows
Hyperliquid HIP-3 markets reach a record $4.1B open interest ATH.
Hyperliquid HIP-4 introduces deployer outcome features ahead of mainnet launch.
Ether.fi upgrades neobank with tokenized stocks, Aave borrowing, and ETHFI buybacks.
Ethena partners with FalconX to launch institutional stablecoin lending.
Neutrl pauses minting and redemptions due to protocol reserve issues.
Pear Protocol releases 'Orchard' upgrade featuring agentic long-short trading.
Meta announces the release of weights for the Muse Spark 1.2 model.
Polymarket sees a 66% chance of Anthropic's IPO closing at over a $1.8T market cap.
Gen Z redirection of investment funds toward sports betting highlighted in new survey.
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