Fed officials again emphasized inflation stickiness while markets await tonight’s U.S. July nonfarm payrolls report. BTC is holding above $64,000, and the Fear & Greed Index has slipped to 29. Spot BTC ETFs have posted three consecutive days of net inflows, tokenized RWA deposits continued to expand in Q2, and miners and institutions reported BTC transfer or planned-sale activity.
1. Fed official keeps hawkish language as BTC holds above $64,000
Fed Governor Cook said she would favor further tightening if disinflation stalls, while markets await the U.S. July payrolls report. BTC is trading near $64,367, and the Fear & Greed Index has fallen to 29.
Assets to watch: BTC ETH
2. Copper hits new highs as oil prices rise
Copper futures moved through record highs. WTI rose 0.89% to $77.98, while Brent gained 1.04% to $83.35. Commodity prices moved higher before the payrolls report.
Assets to watch: XCU CL BZ
3. AMD acquires AI chip startup as memory stocks move after earnings
AMD announced the acquisition of AI chip startup Taalas. The U.S. memory chain remained under pressure after weaker guidance from Sandisk and Western Digital. After-hours earnings reactions were concentrated in AI chips, memory and data-center-related names.
Assets to watch: NVDA AMD
4. Wells Fargo plans tokenized deposits, Wintermute completes broker-dealer registration
Wells Fargo plans to launch a Cosmos-based tokenized deposit service this autumn, with 24/7 settlement and programmable payments. Wintermute has completed SEC and FINRA registration as a broker-dealer, with plans to expand into equities, commodities and crypto ETP workflows.
Assets to watch: ATOM ETH
5. BTC ETFs draw more than $626 million over three days, SOL ETF posts small outflow
Spot BTC ETFs recorded $244 million of net inflows in a single day, bringing the three-day total above $626 million. XRP ETFs saw $3.45 million of net inflows, HYPE ETFs drew $2.84 million, while SOL ETFs posted a small $860,000 outflow.
Assets to watch: BTC XRP HYPE SOL
6. Bitcoin Red Team flags 85 high-risk vulnerabilities
Bitcoin Red Team submitted 4,962 security findings across 390 projects and flagged 85 high-risk vulnerabilities. A previous Coldcard-related asset transfer involved 64 BTC and 200 ETH.
Assets to watch: BTC ETH
7. Tokenized RWA deposits rise to $7.4 billion in Q2
Tokenized RWA deposits increased from $2.3 billion in Q2 2025 to $7.4 billion in Q2 2026, while total DeFi deposits fell 15% over the same period. Growth sources included tokenized Treasuries, multi-strategy funds and institutional settlement use cases.
Assets to watch: ONDO ETH
8. Ondo Finance faces management dispute
After the passing of Ondo Finance’s founder, a dispute over company control and management has emerged. The company had previously hired a former Blockchain.com CFO.
Assets to watch: ONDO
9. Strategy plans up to $5 billion BTC sale; miners deposit 581 BTC into NYDIG
Strategy plans to sell up to $5 billion of BTC under its current capital plan. MARA and Riot Platforms also deposited 581 BTC, worth about $37.37 million, into NYDIG.
Assets to watch: BTC
10. Uniswap Pools nears $100 million on day one; DEX/CEX spot ratio rises to 24.14% in July
Uniswap launched its Pools token issuance platform on Robinhood Chain, with first-day token trading volume reaching $99.1 million, or 54% of that day’s issuance-platform volume on the chain. The DEX-to-CEX spot volume ratio rose to 24.14% in July.
Assets to watch: UNI ETH
Market Snapshot
BTC: $64,367 | ETH: $1,903.95
Gold: $4,289.2 | Silver: $61.48
WTI: $77.98 | Brent: $83.35
S&P 500: 7,709.96 | Nasdaq: 29,373.33