Ethereum spot ETFs saw a net outflow of $11.4178 million on Aug. 3 Eastern Time, according to SoSoValue. BlackRock's ETHB led daily inflows with $5.7791 million, while BlackRock's ETHA had the largest daily outflow at $9.03 million. Total spot Ethereum ETF net asset value was $10.233 billion, with cumulative net inflows of $11.199 billion.

Supply chain sources cited by Digitimes say SK Hynix, Micron and Samsung Electronics have fully booked their 2027 DRAM and HBM output, with customers securing about 60% to 70% of initial demand. Serenity said constraints are tighter than expected, while annual NAND capacity at SanDisk, Samsung and Micron is also fully reserved.

Spot Bitcoin ETFs saw a $170 million net inflow on August 3 Eastern Time, according to SoSoValue. BlackRock's IBIT led with $111 million, lifting its cumulative inflows to $60.593 billion, while Fidelity's FBTC added $33.3598 million for a total of $9.953 billion. Total ETF net assets were $77.58 billion.

Serenity said supply chain checks cited by Digitimes show SK Hynix Micron and Samsung have fully booked 2027 DRAM and HBM capacity, with customers able to lock in only about 60% to 70% of initial demand. It added that NAND capacity at SanDisk Samsung and Micron is already reserved, signaling continued tight storage supply into 2027.

Crypto spot trading activity fell to its lowest level of 2026, with Kaiko data across 44 spot exchanges showing last week's average daily volume near $15 billion, about 70% below the January peak. Volume remains concentrated as the top six exchanges accounted for over 60% of trading, signaling tighter market liquidity.

TODAY: Tom Lee's Bitmine staked an additional 150,120 ETH valued at $278 million. The move brings the company's total staked holdings to 5,067,309 ETH, representing 87.4% of its overall ETH position.

The Bombay Stock Exchange (BSE) launched its Closing Auction Session (CAS) on Aug. 3, introducing a new process aimed at improving the formation of official closing prices. The session opens at 15:15, begins accepting orders at 15:20, ends at a random time between 15:28 and 15:30, and publishes the final closing reference price at 15:32. Trading was smooth on day one, with more than 400 trading members participating across over 200 stocks. The SENSEX slipped just 0.048% at the close, signaling an orderly rollout and a structural enhancement to index price discovery.

Foreign institutional investors (FIIs) cut exposure to India's leading bank stocks sharply in Q1 of FY27. HDFC Bank's FII holding fell 2.18 percentage points to 41.82%, Axis Bank dropped 2.09 points to 42.05%, and ICICI Bank eased 0.69 points to 33.79%. Federal Bank was the lone exception, with FII ownership rising 1.66 points to 27.71%. The repositioning comes even as the Nifty gained 16% in July (as of July 1). The divergence suggests near-term foreign sentiment toward the banking sector has weakened, despite a broader market rebound.

BlockBeats reported on Aug. 4 that the U.S. Treasury market is showing fresh signs of strain. In the roughly $30 trillion market, long-term yields have climbed rapidly and price swings have intensified, stoking worries that stress in rates could spill over into risk assets such as equities. Data show that in the final week of July, long-dated yields accelerated sharply. The 30-year Treasury yield rose to its highest level since 2007, while the 10-year yield pushed above the trading range it has held for the past two years. Market participants say the move reflects investors reassessing the Federal Reserve's resolve to keep inflation in check. The outlook has been complicated by visible اختلافات داخل البنك المركزي، after three regional Fed presidents voted in favor of a rate increase, adding to uncertainty around the future path of interest rates. As volatility has risen, the MOVE index—a key gauge of U.S. Treasury volatility—has climbed to its highest level since May. Options markets also point to more defensive positioning, with demand for put options on long-term U.S. Treasury ETFs increasing as traders hedge potential downside risks. Analysts warn that an extended period of elevated Treasury yields could lift global financing costs and weigh on stock valuations. Bob Elliott, Chief Investment Officer at Unlimited Funds, said it remains difficult for markets to gauge how long equities can hold current levels under today's rate environment. Separately, the recent joint intervention by the United States and Japan to stabilize the yen has fueled concerns about the stability of U.S. Treasuries. Analysts see Washington as seeking to help Japan steady its currency while limiting the risk of a bond-market shock that could follow large-scale Japanese sales of U.S. debt. Investors are now watching the U.S. Treasury's financing plan, upcoming economic data, and the July nonfarm payrolls report. Traders say the central question is whether the Fed will maintain a restrictive stance and whether pressure from higher long-term rates will spread further into risk assets.