Presented By

OVERVIEW

Crypto Market Cap Stuffs $100B+ Back In The Jar 🫙

Before we dive in, here’s today’s crypto market heatmap:

And here’s a look at crypto’s total market and altcoin market cap charts:

ON-CHAIN ANALYSIS
ETF Mania: Bitcoin Bags Billions, But Alt-Coin Upstarts Hog The Hype 📈

Bitcoin spot ETFs inhaled $6B in July, then coughed up an $812M hairball on the first trading day of August last week when Powell’s hawks circled. 😎

Quick Body Count (past 30 days)

• BTC ETFs - +$5.6B net; AUM now $152B; fifteen-week inflow streak snapped, whales unfazed.

• ETH ETFs - +$5.5B; twenty-day inflow streak, AUM doubled to $21B while price ripped 60 %.

• XRP ETFs - +$0.3B (half into Teucrium’s 2x fund alone); price up 70%; leveraged degens barking “$8B first-year” like it’s pocket change.

• SOL ETFs - +$0.07B U.S. ($450M-ish global); first U.S. staking-yield fund hit $100 M AUM in twelve sessions, proving nobody reads fee tables.

TL;DR

• Dollar gravity still points to BTC + ETH - institutional cash loves liquidity.

• Alt ETFs own the headlines: ‎Polymarket odds put SOL approval at 99 %, XRP at 86 %, and journalists can’t resist “first-ever” taglines.

• Early-August outflows were a speed bump - year-to-date crypto ETF inflows sit above $27B, so the bull’s diet remains carb-loaded.

Alt ETFs win the hype trophy, BTC Ð keep the asset-gathering crown. Excitement’s louder for the newcomers, but the checkbooks remain heavier for the incumbents. 👑 

SPONSORED
C2 Blockchain Leads the Meme Asset Era with DOG Coin Treasury

C2 Blockchain Inc. (OTC: $CBLO) has made history as the first publicly traded company to add a meme coin - DOG Coin ($DOG) - to its corporate treasury. Now holding over 144 million DOG, CBLO is pioneering a new era where culture and capital converge. DOG Coin isn’t just another meme token - it is the first widely adopted meme coin built directly on the Bitcoin blockchain, using the emerging BRC-20 and Ordinals protocols. With verifiable scarcity, Bitcoin-grade security, and a rapidly growing community, DOG represents a new class of meme-driven digital assets. As DOG gains traction and value, CBLO may benefit through appreciation of its treasury holdings - offering shareholders unique exposure to this rising Bitcoin-native trend.

*3rd Party Ad. Not an offer or recommendation by Stocktwits. See disclosure here.

This communication is for informational purposes only and does not constitute an offer to sell or a solicitation to buy any securities. Investing in securities or cryptocurrencies involves risk. Past performance is not indicative of future results.

NEWS
DeFi’s Worst Duo: Phantom Money Meets Deepfake Bandits 👻 

Another Monday, another $4.5 million evaporates from a DeFi project because an admin thought unlimited-mint privileges were a cute idea. 🙄 

CrediX: 10,000% Yields, 0% Common Sense

CrediX bragged about five-figure APYs, yet one compromised admin role let an attacker print unbacked stablecoins, yank real collateral, and bridge the loot from Sonic to Ethereum.

The “aggregator” yanked its site, begged X for patience, and vowed full reimbursement inside 48 hours. Six days before the heist, the attacker’s wallet gained god-mode permissions, a detail auditors somehow missed.

Users hunting withdrawals are now refreshing a 404 page while regulators dust off that “too good to be true” speech. 🗨️ 

AI Swindles: Because Phishing Emails Were Getting Boring

While CrediX hemorrhaged cash, scammers armed with ChatGPT knockoffs and deepfake voice apps lifted $2 million from a Fei Protocol dev’s buddy: an audio clone of Plasma’s founder pitched a fake advisory gig, slipped a malware file past antivirus, and vacuumed private keys in minutes.

After that, researchers flagged a so-called “NPM Registry Cache Manager” that actually shipped an “ENHANCED STEALTH WALLET DRAINER.” The package went live on July 28, racked up 1,500-plus downloads, and only got slapped with a warning two days later.

Red-teamers poked 44 leading AI agents with 1.8 million prompt-injection attacks and still landed more than 60,000 successful breaches; one model even claimed innocence while happily exfiltrating emails.

Success rate: 1.5%. Low, but when the haul is private keys, that math still prints money. 🤖 

NEWS IN THREE SENTENCES
AI, Stablecoins, & Privacy News 🕵️

🤖 AgentaNet Wants AI Agents to Swarm Like Ants Instead of Sulking Solo

Get ready for robo-collabs that out-organize your group chat. Flock’s new paper pitches a decentralized network where bots discover, verify, and gossip their skills before teaming up on tasks. Trustworthy profiling, encrypted chatter, and token-powered incentives replace the current “one LLM to rule them all” vibe. Flock.io.

🌊 Ocean Nodes Tap Idle GPUs Everywhere and Tell Cloud Bills to Take a Hike

The protocol shards AI workloads across spare laptops and data centers, keeping data local while dodging the compute efficiency wall. Techniques like hybrid parallelism and edge split-computing turn your smart toaster into part-time silicon. Ocean Protocol.

💵 Hyperliquid Scores Native USDC so Traders Can Stop Playing Stablecoin Hot Potato

Hyperliquid handing out duct-free dollars. Circle is dropping fully reserved USDC and CCTP V2 onto HyperEVM, letting users zip dollars in and out with 1:1 efficiency. That means perps collateral, on-chain treasury ops, and cross-chain swaps minus the wrapped-token eye roll. Circle.

🔐 Cardano Rolls Out AI-Aided Security Tools so Devs Stop YOLO-Deploying Multi-Million Scripts

IOE’s new suite blends automated formal proofs, property testing, static analysis, and live transaction monitoring into one happy pipeline. Plain-language prompts spit out Lean4 specs while SMT solvers hunt for logic bombs. Translation: you can ship smarter contracts without a PhD in theorem proving or a panic button for exploits. Cardano.

NEWS IN THREE SENTENCES
Real World Asset Tokenization (RWA) News 🪙

🏛️ Validators, Escrow, and Reactive Contracts Aim to Stop RWA Traders From Getting Catfished

Tokenized assets sound sexy until someone discovers the warehouse is empty, so this blueprint layers expert validators, on-chain escrow, and dispute DAOs onto secondary markets. Reactive contracts then fire actions only after off-chain inspections pass, welding real-world events to blockchain settlements. In other words, the next rug will need an appraisal, a mediator, and a PhD in reactive scripting before it can steal your token. Reactive Network.

📡 Helium Migrated to Solana, Minted Cheap cNFT Hotspots, and Now Charges a Whopping $0.07 a Year

With 400K active hotspots pushing 576 TB last quarter, Helium dumped its home-grown chain for Solana’s 1,600 TPS and sub-penny fees. Lazy-claim rewards, ECC hardware keys, and proof-of-coverage witness squads stomped spoofers while compressed NFTs cut onboarding costs a thousandfold. Solana.

NEWS IN THREE SENTENCES
Metaverse, NFT, & Gaming News 🎮️

📚 SKALE Docs Get AI-Ready Makeover for Builders Who Hate Getting Lost

SKALE just dropped rebuilt docs with LLM-friendly training files so your AI copilot can finally explain zero-gas magic without rage-scrolling. Pages now funnel devs, validators, and chain operators straight to bridges, RPCs, and contract addresses instead of hiding them like Easter eggs. SKALE Network.

📈 Aave Graduates to DeFi’s SOFR Because Everyone Else Is Too Small to Matter

Aave is officially the benchmark. With roughly half of on-chain lending and $58 B in deposits, a $100 M move barely nudges its rates 20 bps while rivals whipsaw. CoinDesk Overnight Rates and assorted stablecoin projects already treat Aave yields as gospel. Aave.

NEWS IN THREE SENTENCES
DeFi, DEX, & Lending Protocol News 🏦

💸 Aptos Waves $150K Carrot for Payments Apps That Actually Use Its 125ms Blocks

If you still think “cheap remittance” is just a blog buzzword, Aptos basically dared you to code or shut up. Aptos opened a milestone-based Payments Grant dangling up to $150,000 plus gas credits for founders who can turn its sub-second finality into something users touch. The pitch leans on $1.41B in stablecoins, 19K TPS peaks, and $30B monthly volumes as proof the rails are greased. Aptos.

🔥 Shannon Turns $POKT Into a Burn-Powered Deflation Machine Instead of an Infinite Participation Trophy

Pocket’s upgrade swaps inflationary staking for pay-as-you-burn compute units, minting tokens only when equivalent POKT goes up in smoke. Add Cosmos SDK migration, gateway rebates, and data services for AI and social feeds, and the network just cut relay costs to about $2.50 per million while opening IBC doors. Pocket Network.

💥 eCash Marks Four Years, Lands on BitMart, and Flexes a $2M DEX Volume While You Weren’t Looking

July brought eCash Day festivities, fresh XEC listings, and Chronik upgrades that finally play nice with ElectrumX. The ecosystem fired up BlitzChips betting, TixTown Emmy ticketing, and charts.e.cash analytics while staking hit 276 B XEC across 91 nodes. Not bad for a project critics wrote off back when rebrands were still cool. eCash.

LINKS
Links That Don’t Suck 🔗

📉 Trump Media stock dives 4% after $20 mln Q2 loss: Here’s what happened

🐂 CoinDesk owner Bullish eyes $4.2B valuation in IPO backed by BlackRock, ARK

🖼️ Scrap-metal billionaire Adam Weitsman buys over 5,000 Yuga Labs NFTs

🏃‍♀️ Texas Democratic legislators flee state to protest GOP's redistricting plan

🤔 Nintendo survey seeks feedback on controversial game-key cards, physical and digital purchases

🤖 AI robot pet hit in Japan as personalities vary based on upbringing

Get In Touch 📬

Follow our social channels for great, real-time content on Stocktwits and Twitter. And check out our YouTube channel for in-depth video content! 📲

Email me (Jonathan Morgan) your feedback; I’d love to hear from you. 📧

Want to sponsor this newsletter and reach hundreds of thousands of crypto enthusiasts? Reach us here. 👍

Terms & Conditions 📝

Securities Disclaimer: STOCKTWITS IS NOT A TAX ADVISOR, BROKER, FINANCIAL ADVISOR OR INVESTMENT ADVISOR. THE SERVICE IS NOT INTENDED TO PROVIDE TAX, LEGAL, FINANCIAL OR INVESTMENT ADVICE, AND NOTHING ON THE SERVICE SHOULD BE CONSTRUED AS AN OFFER TO SELL, A SOLICITATION OF AN OFFER TO BUY, OR A RECOMMENDATION FOR ANY SECURITY. Trading in such securities can result in immediate and substantial losses of the capital invested. You should only invest risk capital, and not capital required for other purposes. You alone are solely responsible for determining whether any investment, security or strategy, or any other product or service, is appropriate or suitable for you based on your investment objectives and personal and financial situation. You should also consult an attorney or tax professional regarding your specific legal or tax situation. The Content is to be used for informational and entertainment purposes only and the Service does not provide investment advice for any individual. Stocktwits, its affiliates and partners specifically disclaim any and all liability or loss arising out of any action taken in reliance on Content, including but not limited to market value or other loss on the sale or purchase of any company, property, product, service, security, instrument, or any other matter. You understand that an investment in any security is subject to a number of risks, and that discussions of any security published on the Service will not contain a list or description of relevant risk factors. In addition, please note that some of the stocks about which Content is published on the Service have a low market capitalization and/or insufficient public float. Such stocks are subject to more risk than stocks of larger companies, including greater volatility, lower liquidity and less publicly available information. Read the full terms & conditions here. 🔍

Author Disclosure: The author of this newsletter holds positions in ADA, IMX, COPI, MIN, AGIX, ALGO, ZEC, XLM, and NEAR. 📋