Vitalik Buterin overlaid his 2023 Ethereum roadmap onto the current plan, reshuffling and reprioritizing items rather than starting from scratch.

Quantum safety moves up the list, joining native rollups, strong default privacy, and AI-accelerated formal verification as headline priorities. Several original targets were deprioritized or replaced with what Vitalik called superior constructions.

The refresh signals where Ethereum's long-term research focus is heading, even as much of the 2023 plan still stands.

After weeks of persistent selling, Bitcoin and Ethereum ETFs returned to positive net flows, while corporate treasury adoption continued with new Bitcoin, Ethereum and Solana allocations by public companies.

Corporate Treasuries

• Strive acquired 147 BTC, increasing its holdings to 20,167 BTC.

• BitMine purchased 7,391 ETH (~$14.2M), bringing its total holdings to 5.81M ETH.

• Strategy sold 1,690 BTC and raised $653.1M, increasing its USD reserve to $4.65B.

• MARA disclosed selling 23,093 BTC for $1.63B in H1 2026, ending June with 35,577 BTC.

ETF Flows

BTC ETFs: +$865M

ETH ETFs: +$244M

Two prediction market startups announced shutdowns today: Fireplace, a pro trading terminal aggregating Polymarket, and Trepa, a precision-guessing prediction game.

Trepa blamed a lack of product-market fit for its accuracy-based format, while Fireplace is winding down its Polymarket trading terminal. Both broke the news through their own channels.

The twin closures point to a shakeout in prediction market tooling, even as venues like Polymarket keep drawing heavy volume.

Between 2017 and 2022, dozens of crypto projects promised to move travel on-chain — flights for Bitcoin, hotel rooms as NFTs, Booking com cut out of the loop. Barely one in four is still alive.

The other three in four didn't make it, and their stories are the real lesson: a $19M raise that shipped almost nothing, dead project domains that are online casinos today, and two separate teams who wrote the same obituary six years apart people came to invest, not to travel. We tracked every one that died.

Strategy (formerly MicroStrategy) sold 1,638 BTC for about $104.7M at an average of $63,957, below its $75,419 cost basis, a rare sale for Michael Saylor's firm.

The proceeds went to capital management, roughly $52M toward STRC preferred-stock dividends and about $81M of preferred-share buybacks, not a shift in Bitcoin conviction. It caps Strategy's first stretch as a short-term net seller: just 37 BTC added over two months, then 1,638 offloaded in a week.

Strategy still holds 842,138 BTC and remains a net buyer for the full year, having accumulated roughly 175,000 BTC across 2026.

Wallets tied to crypto payment provider Coinsbuy were drained of roughly $7.9M in an exploit spanning both TRON and Ethereum on Aug 9, according to security firm Specter and flagged by PeckShield.

The attacker is now converting the stolen funds into Monero (XMR) to bury the trail. Coinsbuy says it froze a six-figure sum with help from ChangeNOW and briefly paused deposits and withdrawals, both since resumed. GoPlus Security assessed the breach as consistent with a hot-wallet private-key or admin-access compromise.

Coinsbuy has not yet published a technical postmortem or named the attack vector; its last release notes predate the incident.

MARA Holdings (formerly Marathon Digital) sold 23,093 BTC for about $1.6B over the first half of 2026, the bulk of it (20,880 BTC) in Q1 and another 2,213 BTC in Q2, per its Q2 results.

The sales cap a treasury-policy shift from strict HODL to opportunistic selling. Proceeds funded operations, debt repurchases and a pivot into AI and data-center infrastructure. MARA's Bitcoin stash is now 35,577 BTC (about $2.1B), down 29% year over year, with roughly 9,270 BTC pledged as collateral.

The company also posted a $611M Q2 net loss on revenue of $174.9M, down 27%, as Bitcoin weighed on results.

Multipli has opened the community sale for MULT, its native ecosystem token, on SONAR (Echo's onchain sale platform). Access is reserved first for the community that built Multipli.

Timeline: Pre-Open runs Aug 7 to 14, Commitment Aug 14 to 21, and Settlement Aug 21 to 26 (all 13:00 UTC). KYC and KYB are required, payments in USDC or USDT, with priority for ORBs and reward holders. Pricing and FDV are not public yet, set to be revealed when Commitment opens on Aug 14.

Multipli is a multichain RWA yield protocol that has raised about $21.5M from Pantera, Sequoia, Elevation Capital and Spartan Group.

Stealth chip startup Source Foundry has raised a fresh $400M at a $5B valuation, led by Leopold Aschenbrenner's Situational Awareness, taking the fund's total bet on the company to $500M.

The year-old startup, also backed by Sequoia, is redesigning the tooling and manufacturing steps that sit upstream of chip fabs to suit AI workloads. Its target: ASML, the Dutch giant whose extreme ultraviolet (EUV) lithography machines are essential for printing the world's most advanced AI chips.

The timing is striking. Aschenbrenner wired the $400M just days after his hedge fund reportedly lost nearly two-thirds of its assets, one of the year's most catastrophic blowups.

A UAE-based fund tied to Guren 'Bobby' Zhou, a businessman under an active UK money-laundering investigation, bought $100M of World Liberty Financial (WLFI) governance tokens, the New York Times reported.

The purchases, $20M in January and $80M in June 2025, flowed into the Trump family crypto venture, which has routed roughly $75M to Trump and his sons through DT Marks DEFI LLC. Zhou, once a failed British flooring retailer, relocated to Abu Dhabi in 2024.

Zhou has not been charged and his trial is set for 2028. World Liberty says it complies with all regulations, and the source of the funds remains undetermined.