DailyMixed

Bitcoin & Crypto Daily Digest – 2026-08-01

JL Capital Research1 min read

  1. 01ENS Labs seizes DAO control, installs security council
  2. 02Coldcard Mk3 firmware vulnerable, seed risks persist
  3. 03Variational perp DEX 7% OI, Dragonfly backed, token eyed
  4. 04New launches velocity down, MegaEth potential
  5. 05Tether $1.5B Q2 profit, $184B supply, 146t gold
  6. 06Bungee UI goated for multi-source funding flows
  7. 07DEX OI harder to fake than volume on CEX
  8. 08Wallet seeds reverse-engineered for targeted attacks

Key Narratives

Tether dominanceENS Labs takeoverVariational perp DEX tokenizationSlowing new launchesColdcard seed vulnerability

Coins in Focus

USDTENS

Sources

  1. 1zk update for yall · x.com
  2. 2coldcard incident full info · x.com
  3. 3PRIME risk report dashboard · x.com
  4. 4ENS app alpha stablecoin names · ens.domains
  5. 5ENS proposal no concessions · x.com
  6. 6ENS DAO proposal · x.com
  7. 7narrative violation on chain · x.com
  8. 8Coldcard Mk3 advisory · x.com
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