Research
ETF
Bitcoin ETF inflows fall 76% entering Labor Day break as only BlackRock and Fidelity attract fresh money
Seven funds posted positive flows Thursday, but only IBIT and FBTC did on Sept. 4, ahead of Monday's US exchange closure.
Governance
Aave crypto lending proposal would let emergency tools freeze markets – but not unfreeze them
The proposal would grant bounded emergency roles now, but the current Risk Steward release cannot invoke their one-way safety calls.
ETF
Solana’s weekly ETF inflows fell 97% while CME funds became less net short
SOL ETFs stayed net positive in the week ending Sept. 4, while a separate Sept. 1 snapshot showed reduced net short exposure.
ETF
Strategy and Robinhood now lead a $4.5 billion large-cap ETF that was not built for crypto
Their 6.01% combined weight shows how crypto-linked volatility can reach a generalist stock portfolio.
Hacks
Users exposed by Trezor breach grows sixfold after supposedly deleted shipping logs are found
The larger disclosure implies roughly 80,689 affected customers, though no combined total or row-level overlap check is public.
Stablecoins
Fed stablecoin research exposes how the same dollar could count twice in M1 or M2
How stablecoins could make America’s money supply look bigger without creating new spending power
Analysis
Solana’s plan to cut account deposits by 90% could weaken a reason to hold SOL
Solana’s account deposits could fall 90% even as adoption grows.
Tokenization
Robinhood rejects AMC CEO’s demand to halt AMC tokenized ‘meme stock’ which offers no shareholder rights
Adam Aron threatened legal and SEC scrutiny; Robinhood's legal chief said the Jersey-issued debt product will remain.
Macro
Bitcoin dips below $80,000 as a hot August jobs report shifts Fed policy expectations
August payrolls weakened the case for patience, leaving Sept. 11 CPI as Bitcoin’s next decisive volatility test.
Technology
Hidden Solana upgrade bug can freeze network readers and silently disable fee limits
Mainnet activation is still pending, but incompatible indexers, streams and sponsors must update before the first v1 transaction arrives.
Derivatives
Bitwise 14% yield gap in XRP futures shows how institutions are quietly extracting cash from traders
Its 10.8 million-XRP custody position is 97.5% offset by futures, and CFTC categories complicate the obvious answer.
Privacy
Privacy coin flaw risks endless token creation, leaving node operators with a deadline in hours to fix it
At block 1,371,000, v0.14.18.0 restores multi-input private spending and makes older software incompatible.