Weekly Research Recap July 27 - August 2, 2026
Weekly July 27 - August 2, 2026
Weekly Summary of Digital Assets Market Conditions July 27 — August 2, 2026
July's Bitcoin ETF inflow hits record low
The U.S. Spot Bitcoin ETF had net inflows during July of just $205 million as of July 30, 2026, which could be the lowest monthly net inflows since its launch, despite two days of trading remaining. The numbers reflect that buying power from institutional investors is still recovering to a limited extent after the market faced outflows of 2,430. Millions of dollars in May and $4,520 million in June, while Bitcoin continues to move in a narrow frame, after the Fed stabilized interest rates and signaled a tightening policy against inflation.
While the Ethereum ETF performed better, with net inflows of $342.85 million in the same month, the XRP ETF and Solana ETF segments had inflows of $13.61 million and $13.82 million, respectively. Stronger Ether investment demand was in line with the ETH-to-BTC pair, which rose 11 percent in July, however. Analysts see Bitcoin still needing to stand above the $63,300 level to maintain its price structure, while a break from the $62,500 level could increase the risk of the price falling to test the $60,000 area.
Coldcard vulnerability makes Bitcoin lose $70 million
A total of 1,082.65 BTC worth about $70 million was withdrawn from 1,196 Coldcard wallets in just 41 minutes. On July 30, 2026, the transaction took place between 01:10 and 01:51 UTC, and the stolen assets were spread over 4 addresses. The damage from this incident was almost twice as high as the numbers reported in the initial period, due to Preliminary inspection can only partially identify the attacker's address.
The researchers determined that the cause of the incident came from a bug in the firmware, which made the Seed Phrase process rely on predictable information such as chip serial numbers and values from the internal clock. Instead of using randomization from secure hardware, attackers were able to create a possible Seed on their own computer and then check it against data on the blockchain to find a matching Private Key without it. It is necessary to access or connect directly to the victim's wallet. Therefore, users who have previously created a Seed with potentially affected firmware are advised to immediately move the asset to the new wallet, as it is not yet verifiable. It is clear which Seed belongs to the risk group
Top Net flows
The cash flow data through the bridge between July 27 and August 2, 2026 shows that Hyperliquid has a net inflow of about $510 million, the highest in the market, followed by Ethereum at around $105 million and Base at around $25 million, while Arbitrum has a net outflow of about $620 million, the highest in the group, reflecting that liquidity is moving into the flop. A platform with a clear application in trading and derivatives markets
The inflow of Hyperliquid is in line with the growth of the Perpetual Futures market on the network, with a trading volume of approximately $2,700 million on July 27 and an accumulated trading volume since its opening of approximately $424,100 million. However, the price of HYPE fell by about 3% to near $54 on July 29, reflecting that even cash inflows. The network will indicate increased activity and usage, but it has not yet directly affected the token price in the short term.
Fear & Greed Index
The Crypto Fear & Greed Index is one of the tools used to assess the outlook and sentiment of the crypto market, referring to scores ranging from 0 to 100 (0 stands for Extreme Fear or Extreme Fear and 100 stands for Extreme Greed).
Between July 27 and August 2, 2026, the Crypto Fear and Greed index fell from around 29 points to 24 points on July 31, before recovering near 28 points on August 2, but remained in the Fear zone as Bitcoin slipped from the $65,000 area to near $63,000, with the market buoyed earlier in the week by a pause in the attack during the week. The U.S. and Iran saw Brent oil prices fall more than 7 percent to around $87 a barrel. However, Bitcoin fell about 2.7 percent to $63,200 on July 28 after Asian stocks faced a strong sell-off.
Market sentiment continued to weaken after the US central bank held the interest rate at 3.50 to 3.75 percent in a 9-to-3 vote, signaling a tightening policy against inflation, pushing Bitcoin into a tight range near the $64,000 level. In addition, the Coldcard wallet attack detected by August 2 resulted in Bitcoin being hit. A total of 1,367 BTC worth nearly $89 million was stolen from 4,585 addresses and brought Bitcoin deposits from transactions of less than 10 BTC on the trading board to 7,300 BTC. The factor kept the market in a cautious state even as the index began to recover late. weeks
Bitcoin ETF Flow
Spot Bitcoin ETF funds in the United States had a total net outflow of $61.5 million between July 27 and August 2, 2026, with $11.6 million and $49.7 million in outflows, respectively, before returning to $32.1 million in net inflows and rising to $233.1 million on the day. July 30, however, as of July 31, there was an outflow of $265.4 million, resulting in a negative outlook for the week, with BlackRock's IBIT still having $86.9 million in net inflows, while Fidelity's FBTC and Grayscale's GBTC had net outflows. $85.2 million and $52.6 million, respectively.
Fluctuations in cash flow occurred during a period when the US central bank kept interest rates at 3.50 to 3.75 percent, with a resolution of 9 to 3 votes, signaling a focus on controlling inflation, leaving investors wary of risky assets, even as Bitcoin stabilizes near $64,000 after the meeting, meanwhile, data as of July 30. The Bitcoin ETF had net inflows in July of only $205 million, a low compared to $2,430 million in outflows in May and $4,520 million in June, reflecting that buying power from institutional investors is starting to return but is still lacking in continuity, the company said. Enough to clearly confirm the recovery
Ethereum ETF Flow
Between July 27 and August 2, 2026, Spot Ethereum ETF funds in the US had a total net inflow of $10 million, with inflows in 4 of the 5 business days. However, on July 29, there was $32.9 million in outflows, which put pressure on the entire week's net cash flow, with BlackRock's ETHA and ETHB funds having $57.9 million in total inflows. Dollar, while Fidelity's FETH had $20.9 million in outflows, Grayscale's ETHE and ETH had $21.4 million in total outflows, reflecting that institutional investment flows are still concentrated primarily in BlackRock's funds.
The cash flow is in line with the sector's Ether accumulation, with Bitmine buying an additional 9,946 ETH worth about $19.4 million, resulting in a total holding of 5.79 million ETH, or about 4.8 percent of the circulating supply. However, the market is still under pressure from the US central bank maintaining interest rates and three directors supporting interest rate hikes while The outstanding position in the Ether futures market has fallen from a 6-week high of 14.53 million ETH to below 14 million ETH, reflecting that long-term investments are starting to return, but the need for leverage and short-term speculation remains limited.
Important news:
Coinbase plunges 5 percent after lower-than-expected Q2 revenue
Ethereum Moves Into 2nd Decade Amid Major Restructuring
Aave offered to withdraw from six networks after revenue fell below $5,000 a quarter.
Source:
Note: This analysis is provided every Monday, so some articles may have data discrepancies.
Nota: Questo analisi è situato ogni monday, quindi alcuni parti del articolo possono contengono informazioni inaccurati
WARNING: CRYPTOCURRENCIES AND DIGITAL TOKENS ARE HIGHLY RISKY. YOU MAY LOSE YOUR ENTIRE INVESTMENT. PLEASE STUDY AND INVEST ACCORDING TO THE ACCEPTABLE LEVEL OF RISK.
Thank you for following.
J.P. Daniel
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