🔐 Coldcard owners woke up to bitcoin missing from wallets they had not touched in years.

📉 Coinbase set a market share record and still could not turn a profit.

📬 The IRS wants crypto holders to look much harder at their mail.

📉 Strategy booked an $8.22 billion net loss for the second quarter, or $24.45 per diluted share, driven almost entirely by an $8.32 billion unrealized markdown on its bitcoin. The company held 843,775 BTC as of July 26 at an average cost of $75,476, and has sold $218.4 million of bitcoin year to date to help fund preferred dividends. 

🏛️ Treasury Secretary Scott Bessent pressed the Senate to vote on the Clarity Act on Thursday, accusing Senate Democrats of stalling on the market structure bill and closing his post with a Satoshi Nakamoto quote. Ethics provisions covering Trump's crypto ventures are still unresolved. 

📊 Aave is deprecating 50 low-adoption V3 reserves and 21 matured Pendle PTs, and winding down its deployments on Sonic, Scroll, zkSync, Metis, Soneium and Aptos entirely. The changes cover roughly $98 million of supplied value and $15.6 million of debt, with LlamaRisk noting the six retired markets each generate under $5,000 a quarter in protocol revenue. 

⚖️ Telegram faces legal action in Australia over an alleged failure to remove terror-related content, exposing it to a fine of up to $38 million under the Online Safety Act. The case landed a day after Russia charged founder Pavel Durov with aiding terrorism. 

🇰🇷 South Korea will tax crypto gains above 2.5 million won (about $1,740) at up to 22% from Jan. 1, 2027, Deputy Prime Minister Koo Yun-cheol reportedly told lawmakers on July 29, signaling no fourth delay. A bill introduced in March would scrap the levy outright, and the opposition People Power Party is pushing to wait, citing the absence of loss carryforwards. 

🔒 Seoul police detained two men over a fake Flare Network staking site that took 3.4 million XRP, worth about $8.5 million, from 71 investors last October by promising monthly returns of 1.5% to 1.8%. Investigators believe the true total could reach $19 million and have requested an Interpol Red Notice for a third suspect believed to be overseas. 

🤖 Hyperscale Data monetized about 100 bitcoin to fund construction at its Michigan AI data center campus, and set up a facility letting it borrow against the rest of its stack at 4.5% to 5.0%. The company had recently disclosed a 1,106 BTC treasury worth roughly $71.7 million, and is building out capacity for a 10-year services agreement with an unnamed neo-cloud provider. 

🇯🇵 Quantum Solutions sold another 1,000 ETH for about $1.9 million on Thursday, cutting its treasury to 4,765 ETH from a June peak of 6,668.8 and ceding Japan's largest corporate ether position to Def Consulting. The Tokyo-listed firm raised its board-authorized sale cap to 4,375 ETH and is routing proceeds into its AI data center business.

🏦 The BIS completed real-value testing of Project Agorá, with 28 banks and central banks settling about CHF 800,000 (~$1 million) across 17 cross-border payment scenarios using tokenized reserves and deposits that represented actual money. Payments took roughly 80 seconds on average from initiation to settlement, even though the prototype was not wired into participants' existing RTGS or core banking systems.

💰 Fortitude bought 9,000 Bitmain Antminer Z15 Pro units for roughly $31.5 million, or $3,499 per machine, adding about 7.56 GSol/s of Equihash hashrate from October and November shipments. The Block estimates the order lifts the DCG-owned miner's Zcash capacity by 145%, and Fortitude plans to trade on Nasdaq as TUDE through a merger with HeartSciences. 

💸 Ondo Finance is weighing an acquisition worth $250 million to $500 million, with wealthtech among the subsectors under review, a person familiar with the matter told CoinDesk. Ondo, which has raised just $24 million in venture funding while running more than $2.5 billion across its tokenized products, said it is "not in conversations with any party at this time."