Bitcoin
Affairs
 
No. 066  ·  31 Jul 2026
 
MARKET SNAPSHOT
BTC / USD
$63,406
  24H CHANGE
-2.5%
 
ALL-TIME HIGH
$124,749
  FROM ATH
-49.2%
NEWS
5 STORIES TODAY
Coldcard randomness flaw triggers 25-minute theft of 594 bitcoin from dormant wallets
A flaw in how some Coldcard devices generated wallet seeds let an attacker drain about 594 BTC from roughly 500 single-signature wallets in under half an hour. The bug appears tied to older Mk3 setups created with affected firmware, making this one of the sharpest Bitcoin self-custody security shocks of the year.
On-chain
Bank of Japan holds at 1% and keeps further tightening in play
The Bank of Japan left its policy rate at 1% but kept a hawkish tone, signaling that additional hikes remain possible as inflation pressures persist. That matters for Bitcoin because tighter Japanese policy and yen volatility can ripple through global carry trades and broader risk appetite.
Rates  Macro
Bank of England stays at 3.75% as three members back hike
The Bank of England voted 6-3 to hold Bank Rate at 3.75% while warning that Middle East-driven energy volatility could still push inflation higher. The split underscores how sticky global price pressures are, a reminder that the rates environment remains restrictive for risk assets including Bitcoin.
Rates  Macro  Geopolitics
JPMorgan says stalled Clarity Act could sap crypto’s next institutional catalyst
JPMorgan said fading odds that the Clarity Act passes this year remove a major regulatory catalyst for digital assets. The bank warned prolonged delays could push tokenization and blockchain activity toward incumbent financial rails instead of public crypto networks.
Regulation  Macro
$60,000 bitcoin put becomes market’s top hedge as August caution rises
The $60,000 BTC put is now Deribit’s most popular options trade, showing traders are paying up for downside protection after July’s rebound. That shift in positioning suggests the market is entering August with a more defensive posture even as spot bitcoin remains near recent highs.
Macro
COMMENTARY
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Garrett
@Garreett_G
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🚨 RATE HIKE FEARS ARE RISING

Markets now show a 69% chance of another Fed rate hike before 2027.

Higher rates usually put pressure on liquidity and risk assets, which could create fresh volatility for Bitcoin and the broader crypto market.

This is a major macro risk traders should not ignore.
 
 
 
 
16 reposts    63 replies    108 likes
Tyler
@TylerDurden
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The first bitcoin I ever bought was from an eBay seller. Back in the day - Summer 2013 - we used to use paper wallets

This is how you’d receive it (see image)

You’d then move to your own paper wallet and leave 5 star review. We used to use https://t.co/7w9PVWUlow. Good times. https://t.co/sT5fntX7Tj
 
 
 
 
6 reposts    30 replies    316 likes
Trezor
@Trezor
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Trezor users: your funds are safe.

The recent Coldcard issue is limited to their own custom firmware and how some of their devices generated randomness. Trezor does not share that code.

We have always mixed multiple independent sources of randomness together (device hardware + host + secure elements on newer models).
We are truly sorry for everyone who has lost bitcoin.

Stay safe.

Read more on how Trezor generates entropy here: https://t.co/Nj6xveBQJk
 
 
 
155 reposts    67 replies    1.0K likes
Ash Crypto
@AshCrypto
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THIS IS INSANE.

$40,000,000 in $BTC was stolen because of the Coldcard wallet vulnerability.

The attacker exploited a flaw in Coldcard's key generation and stole these funds within 25 minutes.

Even cold wallets aren't safe now. https://t.co/vULxlMzJ26
 
 
 
 
121 reposts    202 replies    722 likes
Crypto Tice
@CryptoTice_
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99.71% OF BITCOIN'S HISTORY HAS CLOSED ABOVE THIS MVRV TRENDLINE.

Let that number destroy every bear argument you have.

Half of crypto is positioned for a dump that the data says isn't coming.

Waiting for lower prices at a level Bitcoin has spent 0.29% of its existence below.

The crowd has been wrong before.
But rarely this wrong.

Statistically. Historically. Mathematically.

The ones waiting on the sidelines for confirmation will get it long after the move has already happened.

Enjoy watching from the sidelines.
Or don't.
 
 
 
 
9 reposts    12 replies    230 likes
Belle
@Bitt_Belle
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🔥 Bitcoin is up 9.82% in July after two red months.

Strong rebound so far, but can $BTC carry this momentum into August? https://t.co/t2K0WTjJx0
 
 
 
 
35 reposts    82 replies    182 likes