Bitcoin
Affairs
 
No. 070  ·  4 Aug 2026

In partnership with

 
MARKET SNAPSHOT
BTC / USD
$64,168
  24H CHANGE
+1.5%
 
ALL-TIME HIGH
$124,749
  FROM ATH
-48.6%
NEWS
6 STORIES TODAY
Clarity Act faces late Washington backlash as anonymous ads target crypto legislation
An unidentified group called Crypto Watchdog is flooding Washington TV and digital channels with ads linking crypto to cartels and terrorism as the Senate heads into the Clarity Act endgame. The campaign highlights how politically fragile the bill remains even after months of negotiations.
Regulation  Macro
Coldcard tells users to move bitcoin as active exploit losses mount
Coldcard told affected users to migrate funds immediately after confirming the wallet flaw remains exploitable, with reported losses rising to about $114 million. The warning keeps a major self-custody security story alive even as bitcoin’s price has stayed relatively steady.
On-chain
U.S. yen intervention signals deeper concern over carry-trade and bond stress
Axios reported that the U.S. joined Japan’s yen-support operation in a way meant to avoid forced Treasury selling, suggesting Washington is focused on broader market plumbing, not just the exchange rate. The episode matters for bitcoin because a disorderly unwind in yen-funded leverage could hit global risk assets.
Macro  Rates
Stocks approach records as oil eases on renewed Hormuz reopening hopes
U.S. stocks climbed toward fresh highs while Brent crude fell more than 4% as hopes revived for reopening the Strait of Hormuz. Lower oil and falling Treasury yields improved the risk backdrop, a setup that typically helps risk assets including bitcoin even if the geopolitical truce remains fragile.
Macro  Geopolitics  Rates
Bitdeer lands $4.7 billion AI data-center lease, accelerating mining-to-compute pivot
Bitdeer announced a 16-year AI/HPC lease in Norway worth about $4.7 billion in contracted revenue, with potential to reach $8 billion if extended. The scale of the deal reinforces how major miners are repositioning around power, data-center real estate and AI demand rather than pure hashprice exposure.
Mining  Macro
Bitcoin volatility stays muted despite hack fallout, ETF weakness and macro strain
CoinDesk’s BVIV gauge fell to 36%, near a historical floor, even with the Coldcard hack, weak ETF demand and unresolved macro risks in play. The muted hedging demand suggests traders are waiting for a stronger catalyst before pushing bitcoin decisively out of its current range.
On-chain  Macro
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Bitcoin Archive
@BitcoinArchive
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CEO dares Anthropic to hack 100 Bitcoin worth +$6m from his company's Bitcoin vaults. It's still there.

100 $BTC:
bc1qg4jcyumevszta3rs869v9jrf6rz9z360svp03jsl5xcryfd7xqvs4hurnq https://t.co/x3KjU955eW
 
 
 
 
38 reposts    46 replies    266 likes
Watcher.Guru
@WatcherGuru
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JUST IN: Bitcoin stolen from Coldcard hardware wallet hack now exceeds $100,000,000
 
 
 
571 reposts    448 replies    5.2K likes
Quinten | 048.eth
@QuintenFrancois
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How safe if your Bitcoin seed phrase?

The difference between 40 bits and 256 bits is not a small upgrade.

It is the difference between minutes and longer than the age of the universe. https://t.co/UCYnfQhlTv
 
 
 
 
350 reposts    132 replies    1.8K likes
Coin Bureau
@coinbureau
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LATEST: Coldcard user lost C$1.6 MILLION in BTC despite doing “everything right.”

Jonathan Goodman says he is filing a police report, but does not expect to recover anything.

After hearing about the hack on July 29, he checked his wallet and found that all 18.25 $BTC had been drained.

He said the device had never touched the internet and had been stored inside a safety deposit box.

“I did everything right. None of it mattered.”

Coldcard confirmed a flaw caused some wallets to create seed phrases that were easier for hackers to guess.

Total Bitcoin stolen may now exceed $109.6M.
 
 
 
 
 
45 reposts    93 replies    305 likes
Hedgeye
@Hedgeye
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JUST IN: MicroStrategy, $MSTR, announces it has sold 1,638 $BTC worth $105 million.

Bitcoin soars above $63k on the news. https://t.co/Z6W6N2UGHU
 
 
 
 
162 reposts    173 replies    3.1K likes
Crypto Rover
@cryptorover
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WARNING: 🚨 The worst quarter for Bitcoin EVER may be coming.

During Q4 of a midterm year, EXTREMELY bad events tend to happen.

Will $BTC history repeat? https://t.co/4bCtfEdGHi
 
 
 
 
 
74 reposts    105 replies    567 likes