SoSoValue data shows spot Bitcoin ETFs recorded $211 million in net inflows on August 4 ET, led by BlackRock's IBIT with $170 million. Spot Ethereum ETFs added $53.7474 million in net inflows the same day, with BlackRock's ETHA leading at $42.4582 million.

AiCoin data shows the U.S. spot Bitcoin ETF market saw a strong wave of demand yesterday, posting a net inflow of $212 million. IBIT led the group with $170 million in single-day net inflows, followed by FBTC at $19.6 million. AiCoin's proprietary "Spot BTC ETF Tracking" live strategy indicates ETF inflows have a meaningful positive correlation with BTC's price performance. Users can subscribe to the indicator to support automated trading based on capital-flow trends. Data is for reference only.

U.S.-listed Bitcoin spot ETFs recorded a collective net inflow of $211.5 million on August 4, according to data tracked by Trader T (@thepfund). BlackRock’s iShares Bitcoin Trust (IBIT) dominated the day's activity, securing $170.4 million in fresh capital. Other notable contributors included Fidelity’s FBTC, which saw $19.58 million in inflows, followed by Ark Invest’s ARKB at $9.17 million and Bitwise’s BITB at $8.72 million. Morgan Stanley’s MSBT also attracted $3.68 million. Conversely, several major issuers, including Invesco, Franklin Templeton, Valkyrie, VanEck, WisdomTree, and Grayscale, reported no net inflows for the period. This surge in capital highlights continued institutional interest in spot Bitcoin products despite broader market volatility.

Wallets tied to Strategy transferred 1,030 BTC, valued at about $66 million, to new addresses early Tuesday, blockchain tracker Lookonchain reported. The move follows a Monday disclosure from the Michael Saylor-led bitcoin treasury company that it sold 1,638 bitcoin:native in the prior week.

Good morning. Strategy, the corporate vehicle associated with MicroStrategy's Michael Saylor, quietly sold additional Bitcoin last week. The transactions are being interpreted as an effort to support its preferred shares, even though the sales were executed below the company's average purchase price. Strategy sold 1,638 BTC for $104.7 million, according to an 8-K filed Monday. The company's Bitcoin holdings fell to 842,138 BTC from 843,775 BTC, a level it had maintained since early July. The sales were completed at an average price of $63,957 per BTC, about $11,500 below Strategy's $75,419 cost basis, resulting in a realized loss. Strategy has not purchased Bitcoin since June 22, marking its longest buying pause to date. The company also sold $291 million of MSTR shares. Strategy said the Bitcoin sale proceeds were directed to preferred-share obligations. About $52.4 million was used to pay dividends on its STRC preferred stock. Another $52.3 million supported an $81 million repurchase of STRC preferred shares, the second buyback in two weeks under a $1 billion authorization. The remaining funds helped lift cash reserves to roughly $4 billion, which Strategy describes as around 2.3 years of runway. The move underscores a widening tension in the capital structure. Strategy is selling Bitcoin at a loss and reducing exposure to MSTR common stock to stabilize STRC, which has traded below its $100 par value since mid-May. Investors have flagged the approach as potentially unfavorable to common shareholders, as it prioritizes preferred holders and can increase dilution risk. Saylor has also adjusted his public messaging. On Monday he wrote, "When I say 'Never Sell Your Bitcoin,' I speak as one saver to another. I have never sold mine," adding that Strategy, as a public company, may buy or sell BTC to manage capital. The comments stand in contrast to earlier, more absolute statements, and highlight the difference between Saylor's personal stance and the company's balance-sheet decisions. In the broader market, Bitcoin prices were little changed over the week despite negative headlines, including reports of a $100 million-plus Coldcard hack and Strategy's $100 million-plus sale. The muted reaction suggests bad news may be having less immediate impact, potentially reflecting the current phase of the market cycle. Note: Morning Minute is a daily newsletter by Tyler Warner. The analysis and opinions are his own and do not necessarily reflect those of Decrypt.

ChainCatcher, citing CryptoQuant data, said Bitcoin on-chain activity jumped on July 31 as Coldcard users rushed to move funds. Daily active addresses climbed from 645,000 on July 30 to nearly 1 million, the highest since December 10, 2024, with the increase driven almost entirely by sending addresses. Transactions below 1 BTC totaled 39,600 BTC, just under the 39,900 BTC seen after the FTX collapse. Transfers under $100,000 reached $3.2 billion, the largest since November 21, 2024. Spending by long-term holders rose from 269,000 BTC on July 30 to 406,000 BTC, the highest level since January 14. Exchange deposits from small holders also surged to the highest reading since February 6. In the mempool, pending transactions jumped from 33,000 to about 96,000, the most since June 20. CryptoQuant's analysis suggests many users have already relocated their funds, though an unknown number of holders may still be at risk.

Blockchain tracker Lookonchain reported that MARA transferred 6,000 BTC to TwoPrime over the past five hours, valued at about $384.6 million. The move brings MARA's total Bitcoin holdings to 36,303 BTC, worth roughly $2.34 billion.

ME News said that on Aug. 5 (UTC+8), Chainalysis wrote on X that the Coldcard hack hit Canadian Bitcoin holders especially hard. Chainalysis' analysis of the attacker and victim set shows Canadian BTC holders made up 25% of losses attributed to the incident. Galaxy Research estimates put total losses as high as $110 million, and Chainalysis also mapped the hack's geographic footprint as the investigation continues. Material losses were also reported among users in Australia, the United States and Thailand. (Source: ChainCatcher)

Bitcoin miner MARA transferred 6,000 bitcoin:native, valued at about $384.6 million, to Two Prime, blockchain tracker Lookonchain reported. The firm said the transfer does not necessarily mean the coins were sold. Lookonchain also flagged wallets linked to Strategy moving another 1,030 BTC, worth roughly $66.1 million. The reason for Strategy's transfer was not immediately disclosed.