A week-long streak of inflows into US spot Bitcoin ETFs has coincided with the Coldcard wallet exploit, fueling debate over whether some investors are shifting away from self-custody. Demand for US spot Bitcoin exchange-traded funds (ETFs) has accelerated over the past week, with a string of daily inflows coinciding with the Coldcard wallet hack — timing that has prompted speculation about whether some investors are reconsidering self-custody. According to Bloomberg senior ETF analyst Eric Balchunas, BlackRock’s iShares Bitcoin Trust (IBIT), Fidelity Wise Origin Bitcoin Fund (FBTC), Bitwise Bitcoin ETF (BITB), ARK 21Shares Bitcoin ETF (ARKB) as well as Defiance Daily Target 2X Long MSTR ETF (MSBT) have recorded inflows every trading day since the weekend exploit, totaling roughly $620 million. The cumulative figure is consistent with Cointelegraph’s recent reporting on the ETF inflow streak. The Coldcard exploit drained more than $116 million worth of Bitcoin from over 5,200 wallet addresses, according to blo...
New analysis finds AI infrastructure contracts are becoming larger and more profitable, but investors now demand stronger execution before rewarding bitcoin mining stocks. Bitcoin miners’ pivot into artificial intelligence and high-performance computing (HPC) is reshaping their business models, but investors are no longer rewarding new infrastructure deals with the same enthusiasm they once did, suggesting the market has become more discerning as AI hosting strategies move into the mainstream. According to new analysis by Blocksbridge Consulting published in TheEnergyMag’s Miner Weekly, the market reaction to AI infrastructure announcements has weakened significantly over the past two years. Reviewing 25 AI and HPC infrastructure deals announced between June 2024 and August 2026, the report found that the average announcement-day stock move fell from roughly 24% for the earliest deals to about 10% for the most recent ones. Median gains also dropped by roughly half over the same period, even as the size and va...
Bitcoin price action stayed compressed in an ongoing divergence from stocks and gold while US PMI data sparked fresh talk of “stagflation.” Bitcoin (BTC) stayed motionless at Thursday’s Wall Street open as analysis saw signs of reemergent US “stagflation.” Key points: Data from TradingView showed BTC/USD hovering above $64,000, down around 0.5% on the day, while US stocks opened flat. Read more
Doubts emerge over the Bitcoin corporate treasury model as institutional BTC investment vehicles cut holdings. Bitcoin (BTC) institutional investment vehicles have shed 10% of their BTC holdings since May as analysis warns of a “breaking” sector. Key points: Read more
Gold and US stocks stole the limelight on Wednesday as Bitcoin failed to gain significantly beyond $64,000. Bitcoin stayed wedged at $64,000 on Wednesday’s Wall Street open as gold hit six-week highs. Key points: Data from TradingView showed continued BTC price inertia contrasting with upside for both precious metals and US equities. Read more
Glassnode confirmed that its aggregate BTC price cycle tool was in its coldest phase since the collapse of FTX in late 2022. Bitcoin is seeing its longest capitulation since the end of the 2022 bear market, onchain analytics platform Glassnode reported on Monday. Key points: Glassnode’s Bitcoin Cycle Position Heatmap, a composite BTC price metric overview tool, has signaled capitulation throughout 2026. Read more