黑客事件 · 415

Galaxy Research Director: Coldcard security incident impacted the Bitcoin community, industry security ideas may usher in a turning point

Comparing news, Alex Thorn, head of Galaxy Research, said on the X platform that attacks against the Coldcard hardware wallet vulnerability have now declined significantly, but cumulative losses continue to rise as more victim reports appear. The incident had a huge impact on the Bitcoin community, as the victims were mainly users who have held BTC for a long time and adhere to the concept of self-hosted cold storage, rather than loss of assets due to participation in high-risk transactions or DeFi activities. At a scale of $112 million, this incident has become one of the top 20 most expensive hacking incidents in crypto history, and is also one of the worst security incidents in the field of hardware wallet self-hosting so far. Bitcoin culture may have entered a new phase as a result. In the past, methods that relied solely on the dissemination of ideas and extreme self-hosting propaganda are coming to an end. The community needs to pay more attention to technical security, lower the entry threshold for users, and avoid simply blaming ordinary users for security responsibilities. This crisis may eventually push the Bitcoin ecosystem to establish a more mature security system. Galaxy Research has now directly contacted 190 victims and highly confirmed that the vulnerability incident has led to the theft of 1778.84 BTC (approximately $1127 million) from more than 8,600 addresses. This statistic does not include records of some moderately credible suspected attacks, such as “Wave 4,” which has yet to be confirmed. If these potential attacks were included, the scale of losses could increase to 2417.35 BTC (approximately $153 million). At the same time, the incident is changing the market's perception of self-hosted security. Galaxy said that multi-signature wallets (multisig) became the “winner” in this incident, and up to now, not a single stolen transaction came from a multi-signature wallet. Multi-signature service providers including Casa, Unchained, Nunchuk, and Anchorwatch all observed significant increases in user registrations and BTC inflows.

8d ago

Analysis: Bitcoin long-term holders were not distributed on a large scale, and early tokens were once again active due to the Coldcard hack

Comparing news, CryptoQuant analyst Axel Adler Jr. According to the publication, the 30-day moving average of the Bitcoin Average during the dormant period rose to 19 days and reached the 365-day moving average for the first time since the beginning of the year. BTC, which was previously hoarded, is becoming active again. But after the Coldcard hack, this part of the rise probably wasn't due to sell-offs, but was related to large amounts of BTC being transferred to new wallets. Therefore, the current rise in the dormant period should not be automatically interpreted as distribution by long-term holders. This article is sponsored by GENG, Build Your Fortune on GENG (https://geng.one)

8d agoburnking

Bloomberg Analyst Says Coldcard Hacking Incident May Signal a Turning Point for the BTC Market

According to Twitter, Bloomberg's senior ETF analyst Eric Balchunas posted an article on the X platform that Bitcoin spot ETF recently recorded the strongest capital inflow week since April this year, with a net weekly inflow of about 1 billion US dollars. It is the third best performance since the “Silent IPO” incident in October last year. BlackRock's Bitcoin ETF iShares Bitcoin Trust ETF (IBIT) and Fidelity Wise by Fidelity by Fidelity Wise Many products, such as Origin Bitcoin Fund (FBTC), have received capital inflows for several consecutive trading days since the Coldcard wallet incident occurred. Eric Balchunas added that although the causal relationship cannot be fully confirmed, the high correlation between the flow of funds and the timing of the incident is “difficult to ignore”, and it would be ironic if it were to finally prove that the Coldcard incident became the starting point for the next round of Bitcoin's upward market — because the attack on the Bitcoin cold storage wallet is generally regarded as one of the worst security incidents, but market sentiment may have changed as a result. The recent continued return of ETF funds indicates that institutional investors' demand for Bitcoin allocations is recovering, and the market is re-evaluating the impact of previous security incidents. This article is sponsored by GENG, Build Your Fortune on GENG (https://geng.one)

14d agoburnking

Bloomberg Analyst: Five Bitcoin ETFs, including IBIT, have accumulated inflows of $6.2 billion after the Coldcard hack

On Twitter, Bloomberg senior ETF analyst Eric Balchunas wrote on the X platform that since the Coldcard wallet security incident this weekend, including iShares Bitcoin Trust (IBIT), Fidelity Wise Origin Bitcoin Fund (FBTC), Bitwise Bitcoin ETF (BITB), ARK 21Shares Bitcoin Many Bitcoin ETFs, including ETF (ARKB) and ProShares Bitcoin ETF (BITO), recorded capital inflows for multiple consecutive trading days, with a cumulative net inflow of approximately US$620 million. Analysts said that it is currently impossible to confirm a direct link between the Coldcard incident and ETF capital inflows, but in the long run, some users may switch to Bitcoin investment products managed by large financial institutions due to concerns about self-custody security. This capital inflow is also seen as a demonstration of the value of traditional finance (TradFi) Bitcoin products in terms of security and custodial capabilities. Market participants pointed out that for some investors, choosing an ETF with a mature risk control system and institutional custodian capabilities may be more attractive than relying on small wallet vendors to guarantee asset security on their own. According to this view, with the gradual institutionalization of the Bitcoin market, secure custody, asset recovery mechanisms, and compliance guarantees are becoming important factors for investors to choose investment channels. The competitive advantage of traditional financial institutions in the field of digital assets is being further demonstrated. This article is sponsored by GENG, Build Your Fortune on GENG (https://geng.one)

16d agoburnking

Data: The Coldcard hacking incident sparked on-chain activity, and the number of microtransactions on the same day was close to the FTX crash level

According to Twitter, Cryptoquant released a report saying that on July 31, as Coldcard users scrambled to transfer funds, on-chain activity exploded dramatically. Daily active Bitcoin addresses surged from 645,000 on July 30 to nearly 1 million, the highest level since December 10, 2024, and are almost entirely driven by sending addresses. On the same day, a single transaction of less than 1 BTC reached 39,600 BTC, slightly lower than 39,900 BTC after the FTX crash; a single transfer amount of less than $100,000 reached 3.2 billion US dollars, a record high since November 21, 2024. Long-term holders' spending jumped from 269,000 BTC on July 30 to 406,000 BTC, the highest since January 14. The amount of deposits on small-holder exchanges soared to the highest level since February 6. Memory pool transactions jumped from 33,000 to around 96,000, the highest since June 20. The analysis indicates that a large number of users have taken action to migrate funds, but an unknown number of holders are still at risk.

17d ago

Bloomberg ETF Analyst: Coldcard Hacking Incident May Drive More Money Migrations to ETFs

Comparing the news, Bloomberg ETF analyst Eric Balchunas posted on the X platform that the Coldcard hacking incident may push more funds to migrate to ETFs. Traditional financial institutions that were previously viewed as flawed by cryptocurrency holders may now be seen as an advantage, that is, large established financial institutions with decades of experience in custodianship of clients' assets, especially compared to a Canadian company with only 5 employees. This article is sponsored by GENG, Build Your Fortune on GENG (https://geng.one)

18d agoburnking

The number of daily active Bitcoin addresses rose to nearly 1 million after the Coldcard hack hit a new high of nearly 8 months

According to Julio Moreno's monitoring, after the Coldcard hacking incident, the number of daily active Bitcoin addresses rose from 645,000 on July 30 to nearly 1 million on July 31, the highest single-day level since December 10, 2024. This increase is mainly reflected in an increase in active sending addresses, and a relatively small increase in active receiving addresses.

20d ago#On-chain dynamics

[Comparing Daily News Picks] Sources: OpenAI investigators found more evidence that AI agents have broken through quarantine; Nvidia's market capitalization overtook Apple and returned to number one in the world in market capitalization; New York Times: Federal Reserve Chairman Walsh considers reducing the frequency of Fed policy meetings

Daily AI · Cryptography · Macro · Market News, Bitpush helps you focus ↓ AI · News [Source: OpenAI Investigators Found More Evidence of AI Agents Breaking Through Isolation] Comparing the news. According to a Reuters report, two people familiar with the matter said that as OpenAI expanded the scope of investigation into the hacking incident of the technology company Hugging Face, the company discovered more cases of autonomous AI agents breaking through the quarantine environment. According to people familiar with the matter, these new breakthroughs were discovered during OpenAI's public investigation into how an AI agent escaped from a closed testing environment this month, and the company is currently investigating these incidents. One of the sources said that the impact of these breakthroughs was limited, and no AI agent is thought to have left OpenAI's internal network. Three people familiar with the matter said the previously unreported expanded investigation was launched shortly before its main competitor Anthropic revealed that its model also led to a series of intrusions — which date back to April and led to data breaches for three other companies. An OpenAI spokesperson quoted a statement previously issued by the company as saying that in addition to the Hugging Face hacking incident, the company is also reviewing “broader activities generated by the model.” [Nvidia overtook Apple in market capitalization and returned to number one in the global market capitalization] According to market data, the decline in Apple's stock price once widened to 10%, the biggest intraday decline since April 2025. The Q4 revenue guidance fell short of expectations, and the market value is now 4.39 trillion US dollars. Nvidia's stock price rose 1.55% today, and its market capitalization is now worth 4.797 trillion US dollars, surpassing Apple and once again becoming the number one company in the world by market capitalization. [Tom Lee: AI and Korean market-related assets may be bottoming out, and downstream stocks are beginning to receive market attention] In comparison, Tom Lee, chairman of Ethereum's largest treasury company Bitmine, wrote that AI downstream assets are outperforming the market. Among them, MAGS rose 2.2% and IGV rose 1.0%. Tom Lee believes that the current market framework that can be watched is that AI and assets related to the Korean market may be bottoming out, and AI downstream stocks are beginning to gain market attention. [AI stock god Leopold: The fund will continue to operate and will not withdraw from the open stock market, and will learn from this loss] According to the Financial Times, AI hedge fund Situational Awareness founder Leopold Aschenbrenner said in a letter to investors that the fund's assets shrunk 67% in July. He bears full responsibility for the incident that led to this loss, and will ensure that the team learns lessons from these extremely costly scars. Established in 2024, Situational Awareness once increased its asset size to over $20 billion due to aggressive betting on the AI craze. This week's AI stock sell-off hit the main holdings of funds such as Bloom Energy and SanDisk. Aschenbrenner compared the situation faced by the fund to a bank slump and said that the market traded unfavourably to disclosing shares linked to the fund. The fund reached an emergency exit deal with Citadel on Wednesday to sell most of its public stock holdings at a discount. The specific terms have not been disclosed. Aschenbrenner said that the fund will continue to operate and will not withdraw from the open stock market, but will not borrow from banks to amplify bets in the future. Despite significant losses in July, the fund rose 80% during the year. The investor letter did not disclose the latest management scale of the fund. Many early investors are restricted by lockdown agreements and will not be able to redeem their funds until at least September. The crypto market [World Cup prediction market turnover exceeded 20 billion US dollars, and “Ronaldo's tears” became one of the hottest bets]. According to Chainalysis reports, the 2026 FIFA World Cup chain forecast market transaction volume will exceed 20 billion US dollars. Among them, the “Will Ronaldo shed tears” single market transaction volume was nearly 50 million US dollars, and the “Will Cry” side eventually won. During the World Cup, the sports prediction market accounted for 70%-85% of the total trading volume of Kalshi and Polymarket. Chainalysis notes that around 400,000 dollars...

21d agoWendy#Compare Daily Picks

Source: OpenAI investigators found more evidence that AI agents have broken through quarantine

Comparing the news, according to a Reuters report, two people familiar with the matter said that as OpenAI expanded the scope of investigation into the hacking incident of the technology company Hugging Face, the company discovered more cases of autonomous AI agents breaking through the quarantine environment. According to people familiar with the matter, these new breakthroughs were discovered during OpenAI's public investigation into how an AI agent escaped from a closed testing environment this month, and the company is currently investigating these incidents. One of the sources said that the impact of these breakthroughs was limited, and no AI agent is thought to have left OpenAI's internal network. Three people familiar with the matter said the previously unreported expanded investigation was launched shortly before its main competitor Anthropic revealed that its model also led to a series of intrusions — which date back to April and led to data breaches for three other companies. An OpenAI spokesperson quoted a statement previously issued by the company as saying that in addition to the Hugging Face hacking incident, the company is also reviewing “broader activities generated by the model.”

22d agoWendy

Data: Crypto hackers lost over $1 billion in the first half of 2026, with Ethereum and Solana losing the top

Comparing news, the security report for the first half of 2026 released by the on-chain security platform Blockaid shows that the crypto industry lost more than $1 billion during the same period, and the number of hacking incidents reached a record high in six months. Blockaid tracked 212 security incidents, of which KelpDAO lost $292 million in a single attack. Ethereum and Solana were the largest networks with stolen funds during the same period, with losses of around $332 million and $326 million, respectively. Blockaid said the number of high-threshold attacks in the first half of 2026 was 3.4 times that of the full year of 2025. The Ethereum incident was mainly driven by code vulnerabilities. Attacks include bridge and smart contract bugs, unauthorized access to privileged accounts, and market manipulation. Solana's losses increased significantly from about $127 million in 2025, with over 98% of losses due to key leaks, mainly involving Drift Protocol and Step Finance incidents. This article is sponsored by GENG, Build Your Fortune on GENG (https://geng.one)

25d agoburnking