The Morning Minute (7.31) ⏰Top News: -Crypto majors are red while stocks grind higher; BTC -1% at $63.8k -BTC ETFs see $233M in net inflows, 2nd biggest day since early May -Coinbase posts surprise loss in Q2 earnings; Strategy books $8.2B loss -NY AG files petition to shut down Kalshi, seeks $36B in damages -Coldcard exploit leads to $38M in Bitcoin losses 🌎 Macro Crypto and Markets -Crypto majors are slightly red; BTC -1% at $63.8k; ETH -2% at $1,880; SOL -1% at $73.50; HYPE +3% at $54.70 -Top alt movers include UNI (+7%), PUMP (+5%) and ADA (+4%) -Oil +1% at $85; Gold +1% at $4,115 -Stock futures are green as tech stocks and memory go higher; DOW +0.5%, Nasdaq +1.2% -Strategy booked an $8.2 billion Q2 loss as Bitcoin fell below its $75,476 cost basis -Cathie Wood’s Ark Invest sold BitMine while adding to Coinbase and Circle -Treasury Secretary Scott Bessent urged the Senate to pass the CLARITY Act, accusing Democrats of stalling for political reasons The Bitcoin quantum threat inched closer as IBM claimed a “trusted quantum advantage” -Ondo Finance is weighing an acquisition worth up to $500 million Corporate Treasuries & ETFs -The Bitcoin ETFs saw $233M in net inflows on Thursday; the ETH ETFs saw $13M in inflows Meme Coin Tracker -Meme leaders were mixed; DOGE -1%, SHIB +1%, PEPE -1%, PENGU +4%, TRUMP -1%, BONK -5% -Robinhood chain was led by FRONG (+600x), IF (+74%) and INDEX (+40%) -Solana leaders included Moondogecoin (+300x) and KET (+60%); ANSEM +4% at $178M 💰 Token, Airdrop & Protocol Tracker -The New York Attorney General filed a petition to shut down Kalshi in New York State over what it's calling an illegal gambling operation and seeks at least $36B in damages -Pons went live on Uniswap's Launches aggregator, with v2 coming on Uniswap v4 to bridge memecoins and RWAs on Robinhood Chain (PONS -12% to $28M) -A Coldcard key flaw drained $38 million in Bitcoin 🚚 What is happening in NFTs? -NFT leaders were red; Punks even at 32.3 ETH, BAYC -1% at 8.3 ETH, Pudgy -4% at 3.8 ETH; Hypurr’s even at 189 HYPE -No notable movers