Morning Minute: Bitcoin ETFs See Greatest Inflows Since Might – Decrypt

Morning Minute is a each day publication written by Tyler Warner. The evaluation and opinions expressed are his personal and don’t essentially mirror these of Decrypt.

GM!

In the present day’s high information:

• Crypto majors are flat over the weekend however up 3-4% on week; BTC at $65k
• Readability Act vote will happen on Sept 15
• Fomo App units new document in income and costs, up 5x+ over previous 6-8 weeks
• Robinhood Chain sees large inexperienced as Cashcat rebounds 50% to $150M
• FWA triples over the weekend as dev teases new swimming pools, large buybacks

📈 Bitcoin ETFs See Greatest Inflows Since Might

Spot Bitcoin ETFs pulled in roughly $854 million final week, their strongest week for the reason that spring and their first genuinely giant influx since an eight-week outflow streak bled by means of June and early July. The ETH ETFs noticed an much more spectacular $244M in internet inflows final week. On a market cap-adjusted foundation, that’s equal to ~$1.25B in BTC inflows.

From a macro standpoint, the earnings from final week have been largely constructive. And the July jobs report missed badly, with the financial system shedding 23,000 jobs towards expectations of 80,000 gained, its first outright decline in months, whilst unemployment ticked right down to 4.1%. This mix led to an enormous shift within the September charge hike odds, which fell from 67% to 42%, now an underdog.

General, it’s robust to get too excited in per week the place BTC and ETH are up simply 2%. However flows are coming again. It’s an necessary first step in formally placing the underside in and turning this bear market round.

🌎 Macro Crypto and Markets

• Crypto majors are principally flat however 3-4% increased than final week; BTC even at $65k; ETH even at $1,916; SOL +1% at $77; HYPE +1% at $55.10
• High alt movers embrace WLD (+10%), JTO (+10%) and PUMP (+7%)
• Oil +1% at $79.30; Gold even at $4,400
• Inventory futures are flat forward of market open; DOW -0.1%, Nasdaq +0.2%
• The Readability Act might be voted on within the Senate on September fifteenth, although odds of passing in 2026 are nonetheless simply 21%
• The NYSE is constructing an onchain settlement platform for tokenized securities, following its function within the DTCC’s July tokenization pilot
• Bitcoin’s “anti-spam” fork sputtered to a halt after mining simply two blocks, because the BIP-110 chain cut up lastly occurred over the weekend however stalled inside about eight hours, inheriting Bitcoin’s issue with nearly no hashpower behind it
• MARA bought ~23,093 BTC for $1.63 billion in H1 2026 at a median of ~$70,631 to fund operations, and borrowed one other $600 million towards 18,750 BTC from Coinbase and Two Prime, whereas nonetheless holding 35,577 BTC
• Grayscale withdrew registration purposes for its ADA, HBAR and DOT ETFs

Company Treasuries & ETFs

• The Bitcoin ETFs noticed $102M in internet inflows on Friday and $865M on the week; the ETH ETFs noticed $49.6M in inflows ($244M on the week)

Meme Coin Tracker

• Meme leaders have been combined; DOGE even, SHIB +2%, PEPE +1%, PENGU +7%, TRUMP +1%, BONK +1%
• Robinhood chain was led by Cashcat +40% to $150M, Pipedog +21% to $39M and PONS +40%
• Solana leaders included TOAD working to $13M, Stonk +20% to $8M and KET +20%; ANSEM regular at $180M

💰 Token, Airdrop & Protocol Tracker

• The Fomo App set a brand new weekly document for quantity with $523M and costs with $3M, with each metrics up greater than 5x over the previous 6-7 weeks
• Pump Enjoyable’s PUMP token reached $2.8B in fdv, its highest degree since January 2026 because the workforce leans extra into social buying and selling and changing into a Fomo App competitor
• Zcash’s migration is now 60% full and the Ironwood Pool is now 50% greater than the Orchard pool

🚚 What is occurring in NFTs?

• NFT leaders have been principally flat; Punks even at 32.2 ETH, BAYC even at 8 ETH, Pudgy +4% at 3.95 ETH
• Stonkbrokers soared over the weekend to 12.9 ETH, now 50% increased than Bored Apes and the #2 PFP by ground worth behind Punks
• New mint Mancers jumped one other 50% to 1.28 ETH forward of the product launch this week
• FWA tripled over the weekend to $25M in market cap as founder Rhynotic teased new swimming pools incoming and shared that 100 ETH in protocol income has already ben used to purchase and burn FWA tokens