Research
ETF
Investors poured $267 million into Bitwise’s Solana ETF, but market losses erased every cent
$262.9 million of unrealized SOL depreciation drove most of a $316 million operational loss.
Digital Asset Treasuries
Never sell treasury model cracks again as 1,635 BTC is offloaded shrinking Empery reserves by 76% in weeks
The company retained 1,279 BTC by Aug. 6, with 954 pledged against $35 million of debt.
Mining
Bitcoin split into two chains overnight, but a silent miner boycott just halted the enforcing BIP-110 chain
None of the first 59 dominant-chain blocks signaled for the proposal, while its enforcing branch mined one successor before stalling.
AI
Bitcoin’s AI security sprint found 6,700 issues in 55 hours, but no one knows how many are real
Bitcoin Red Team generated 6,700 findings in 55 hours, showing how quickly AI can flood security teams with issues to verify and fix.
Analysis
Inside the uncollateralized deal that locked up 6 million SUI until 2028 while SUI Group trades at a 25% NAV discount
The uncollateralized receivable runs to 2028, while an Aug. 6 sensitivity puts market value 24.5% below company-calculated NAV.
Mining
Bitcoin has 185 blocks left before BIP-110 rules begin rejecting blocks
Bitcoin's BIP-110 enforcement starts at height 961,632, with adoption still waiting on hashpower and economic support.
Exchanges
Coinbase is pulling Loopring trading today – finding a safe place to sell LRC tokens is getting complicated
At 10:47 a.m. ET, LRC-USD was still limit-only while 74% of displayed volume sat on four outside venues.
Payments
If you use a Cypher or Osmosis card, your spending dies tonight and unbacked wallets could go with it
The Cypher wind-down makes Aug. 7 the final spending day; cardholders should complete withdrawals, reward claims and wallet-access steps before Sept. 6.
Mining
MARA sold almost all its mined Bitcoin, then pledged 18,750 BTC for an AI dream with no disclosed safety net
The miner sold 2,213 BTC and later pledged 18,750 BTC, while the differently dated collateral pools cannot be reconciled.
Earnings
A $433 million Bitcoin accounting crash just exposed the high-stakes gap in CleanSpark’s massive AI transition
Bitcoin valuation changes represented 87% of the profit-to-loss swing, while Sandersville still needs substantial capital.
Mining
American Bitcoin built an 8,002 BTC reserve, but nearly 40% of it is quietly tied up with Bitmain
Mining supplied roughly 95% of Q2 reserve growth, while first-half operations and Bitcoin purchases used $129.1 million in cash.
Market
Bitcoin holds $64,000 as private hiring drops 53% before today’s macro test that could break support
ADP private-job growth fell to 44,000 from 95,000, but wages and yields resist a simple relief trade.
