Daily Morning Bulletin - 05.08.2026

U.S. spot Bitcoin ETFs recorded $211.5 million in net inflows on August 4, while spot Ethereum ETFs attracted $53.1 million in net inflows.

Bitcoin held around $64,000 as broader risk assets strengthened, with markets supported by record highs in equities and renewed optimism around a potential Hormuz deal.

The U.S. and UK reaffirmed support for stablecoins and tokenization during joint financial regulation talks, keeping institutional digital-asset settlement and payment infrastructure in focus.

The CLARITY Act remained under pressure as lawmakers debated additional prediction-market provisions and political ethics questions, while industry figures continued to argue that clearer market-structure rules are still needed.

Ethereum researchers proposed changes that could reduce ETH issuance and cap staking concentration, reopening debate over Ethereum’s long-term monetary policy and validator incentives.

Bitcoin is trading around $64,126, while Ethereum is trading around $1,870.

The Fear and Greed Index stands at 27, indicating fear in market sentiment.