Today's Highlights
1. Over $838M in Token Assets to Unlock Next Week
2. American Bitcoin Holdings Surpass 8,000 BTC
3. BlackRock Files for Tokenized Money Market Fund on Solana
4. Ripple Invests in Zilo and Licuido for Tokenized Collateral
5. U.S. Sees Record Copper Imports Amid Trump Tariff Speculation
Macro News
Over $170M Flows Into U.S. Spot BTC ETF Market
Data shows $170.1 million net inflow into U.S. spot Bitcoin ETFs on August 3, with BlackRock’s IBIT leading at $111 million, followed by Fidelity’s FBTC with $33.4 million.
US Spot Bitcoin ETF Sees $170.1M Inflow, Ethereum ETF Records $11.9M Outflow
According to farside, the U.S. spot Bitcoin ETF recorded a net inflow of $170.1 million, while the Ethereum ETF saw a net outflow of $11.9 million, ending two days of inflows.
American Bitcoin Holdings Top 8,000 BTC After Record Q2 Production
American Bitcoin, a miner backed by the Trump family, increased its Bitcoin holdings to 8,002 BTC, valued at approximately $512 million, following a record second quarter of mining.
U.S. copper imports reached over 200,000 tons in July, the highest since 2014. The surge is attributed to speculation over potential Trump-imposed tariffs on refined copper.
Fed Chair Warsh and Treasury Secretary Bessent Coordinate Capital Flows for AI Supremacy
Behind the scenes, political and financial leaders are aligning capital flows and trade policies to secure U.S. dominance in the AI arms race, with limited public visibility.
Industry Hotspots
BlackRock has filed with the SEC to launch a tokenized money market fund on Solana under the ticker BRSRV, using Securitize’s infrastructure for U.S. Treasury-backed cash management.
Ripple Invests in Zilo and Licuido to Enhance Tokenized Collateral Workflows
Ripple has invested in Zilo and Licuido to improve tokenized collateral workflows at issuance, aiming to streamline processes for institutional clients.
Ray Dalio Warns of AI Bubble, Recommends 5-15% Gold, 1% Bitcoin
Bridgewater’s Ray Dalio warns of an AI bubble, suggesting investors allocate 5-15% to gold and 1% to Bitcoin, emphasizing gold’s role as a hedge against inflation and uncertainty.
Nvidia Dominates AI Infrastructure with 75% Market Share
Nvidia controls over 75% of the global AI accelerator market as of mid-2026, despite growing competition from Chinese AI labs and alternative chip providers.
Morgan Stanley Downgrades Circle to Underweight
Morgan Stanley downgraded Circle to Underweight with a price target of $38, citing slower USDC growth and pressure on reserve income.
KOL and Institutions
@Tokenomist_ai
Upcoming Token Unlocks: Over $838M in Assets Unlocking Next Week
Aug 3–31, 2026
@elonmusk
Only @elonmusk breaks out the bubble mailer & the high grade black stock card envelope-mailer to ship my new #X banking card; and it's METAL, and very cool!
@BiconomyCom
Top 24H Gainers Are Here! Today’s biggest movers: $VIC +40.29%, $UB +30.40%, $RATS +27.98%, $SKYAI +25.28%, $PTB +23.14%.
@desciatoms
DeSci Atoms Market Update 4 August 2026: MarketCap 24hrs Top Gainers include $LAB +6.53%, $BPC157 +5.92%, and $PNL +4.36%.
@BullSyndicate
McDonalds $MCD Q2 2026 Earnings: Aug 4 (pre-market), Expected revenue: $7.16B, EPS est: $3.34.
@gemini_edge
After-Hours Gainers & Losers – August 3, 2026: Top gainers include $ENSC +118.74%, $MGN +38.17%, and $AMRC +26.44%.
@MiCA
These are the stablecoins authorized under MiCA in the EU: USDC, EURC, EURCV, EURI, EURQ, USDG.
@leahfarns
Every time you blame the market, you're revealing something about your mindset. Markets are driven by millions of traders with different goals.
@Bitmine
Bitmine Immersion Technologies added 150,120 ETH to staking, valued at $278 million, bringing total staked Ethereum to over 5 million ETH.
@MicroStrategy
MicroStrategy sold 1,638 Bitcoin for $104.7 million in late July to bolster liquidity and support its perpetual preferred stock.
This content is generated by AI for informational purposes only and does not constitute investment, financial, or trading advice.