Weekly Digital Assets Market Situation Summary 3 — 9 August 2026

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Hashdex Prepares to Close Spot Bitcoin ETF After Investment Concentrates in Major Funds

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Hashdex prepares to close and liquidate its Spot Bitcoin ETF fund named DEFI after August 17, 2026, with only $14.7 million in net assets, considered the least in the US market, compared to WisdomTree's BTCW with $142.4 million in assets and BlackRock's IBIT with up to $47.08 billion in assets. The decision is based on the size of the assets, the initial liquidity. Operating capital and investor interest after investing in Bitcoin ETFs have steadily slowed over the past three months.

However, the DEFI closure does not reflect that the overall Spot Bitcoin ETF market is shrinking, as all funds in the US still have a total net assets of about $77.6 billion and $51.5 billion in accumulated inflows, with the majority of the money still concentrated in BlackRock's IBIT, which has about $60.5 billion in accumulated inflows, while some investment flows begin. The turn to AI-related assets, which have yielded higher returns than in recent times, reflects the increasing competition between Bitcoin ETFs and other types of risky assets.

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BlackRock Expands Tokenized Money Market Fund to Cover $311 Billion in Assets in Europe

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BlackRock launched 12 Tokenized Share Classes out of six money market funds, covering 15 European markets and with approximately $311 billion in total assets under management, supporting currencies in pounds, euros and dollars. All funds are subject to EU UCITS rules and developed in partnership with JPMorgan through the Kinexys platform to provide investors. Units can be held and transferred on the blockchain, while maintaining the investment process and liquidity management in the original form of the fund.

The expansion of the service reflects the growing role of Tokenization in traditional financial markets, with the Tokenized Real World Asset market growing more than 200 percent in one year to more than $30 billion, while Citi estimates the value of Tokenized securities could rise to $5.5 trillion by 2030, with BlackRock focusing on asset managers. Assets and institutional investors who already use the Money Market Fund for cash and liquidity management

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Top Net flows

Bridged cash flow data between August 3 and 9, 2026 shows that Hyperliquid had a net inflow of about $450 million, the highest in the market, followed by Ethereum at around $135 million and Robinhood Chain at around $35 million, while Arbitrum had a net outflow of about $540 million, the highest in the group, reflecting that liquidity in that period was clearly moving into Hyperliquid. Jane compared to other networks on the market

Hyperliquid's inflows were in line with data on August 9, which indicated that the platform had a 30-day Perpetual Futures trading volume of nearly $178,000 million and a roughly 9 percent share of Open Interest in the global Perpetual market, while the Real World Perpetual Asset Perpetual market on the platform had an Open Interest record of $3,600 million. On the Arbitrum side, despite the high level of cash outflows, on August 4, Dinari opened for trading 724 US stocks in the form of tokens. On Ethereum, Arbitrum, Base and Avalanche, this reflects that the outflow of funds through the bridge in the short term has not yet been directly interpreted. It is a decrease in activity or development in the entire Arbitrum network.

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Fear & Greed Index

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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).

The Crypto Fear and Greed index between August 3 and 9, 2026, slipped from about 27 points, to around 32 points, but remained in the Fear zone. Earlier in the week, the market was pressured by the Coldcard wallet attack, which damaged about 1,367 BTC worth nearly $89 million from around 4,585 addresses, resulting in a drop in the price of Bitcoin to around $62,800. on August 3, and raised concerns about the safety of holding digital assets manually.

By the end of the week, sentiment began to recover after July's U.S. employment data dropped 23,000 positions, paving the way for the market to rise by 80,000 positions, reducing the chances of the Fed raising interest rates in September to about 44 percent, and Bitcoin rebounding near $64,700 on Aug. 7, while the U.S. Spot Bitcoin ETF has money. Net inflows reached $853.54 million in the week ended Aug. 7, the highest level since mid-April. The factor helped the sentiment index recover to around 32 points on Aug. 9, despite the market overview. Return to Neutral Zone

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Bitcoin ETF Flow

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Between August 3 and 9, 2026, Spot Bitcoin ETF funds in the US had a total net inflow of $865.3 million, with daily inflows throughout the week and peaking on August 5 at $244.4 million, while BlackRock's IBIT had a total net inflow of about $693.5 million, the highest in the group, followed by Fidelity's FBTC of $116.5 million. The ETF leverage has helped Bitcoin maintain the $63,000 to $64,000 level, even though the price has not clearly broken past the $66,000 to $66,600 resistance.

The buying power from ETFs comes on top of expectations for easing interest policy at the end of the week, after July's U.S. labor market data showed employment fell 23,000 jobs and the unemployment rate was 4.1 percent, resulting in markets reducing the likelihood that the Fed will raise interest rates at its September meeting, even as Bitcoin continues to move near $64,300 on the 7th. August, but the steady inflow of ETFs throughout the week reflects that buying power from institutional investors remains a key factor in supporting prices, while markets continue to face monetary policy uncertainty.

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Ethereum ETF Flow

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Between August 3 and August 7, 2026, Spot Ethereum ETF funds in the US had a total net inflow of $243.7 million. Despite an outflow of $11.9 million on August 3, after that, flows returned positive for 4 consecutive days, with inflows of $53.1 million, $60.8 million, $92.1 million, and $49.6 million, respectively, the majority of the purchasing power. Still concentrated on BlackRock's ETHA, which has a total net inflow of about $203 million, or more than 83 percent, of the week's inflows, reflecting that buying power from institutional investors continues to focus on major funds as Ether's price starts the week around. 1,842 USD

The inflow into the ETF coincided with an increase in the sector's Ether holdings. On August 3, BitMine bought an additional 10,399 ETH worth about $19.1 million, resulting in the company holding nearly 5.8 million ETH, or about 4.8 percent, of the total circulating supply. Meanwhile, BlackRock launched BSTBL, a money market fund in Tokenized Share Class form on top. Ethereum. These factors reflect that institutional demand for Ethereum is not limited to investing through ETFs, but also extends to holdings on balance sheets, as well as more adoption of the Ethereum network for financial products in an Onchain format.

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Important news:

U.S. loses 23,000 jobs, pushing Fed's chances of raising interest rates below 50 percent  

Bitcoin rebounds near $64,000 after pressure from Coldcard Hack and Strategy's sell-off unravels  

BNY Prepares to Add Crypto Staking Service, Brings Galaxy to Strengthen Custody Platform for Institutions

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Source:

https://www.coindesk.com/business/2026/08/04/dinari-brings-tokenized-u-s-stocks-to-american-investors-as-equity-race-heats-up

https://www.coindesk.com/business/2026/08/09/hyperliquid-s-rwa-perps-boom-is-eating-into-the-revenue-that-backs-hype

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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

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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