BlackRock Bitcoin ETF Inflows Surge Past July Levels

Good Morning Lions,

BlackRock just moved $183.41 million into Bitcoin following a surge of inflows into its spot BTC ETF — the biggest single-day haul since July. That's not noise. Institutional capital is rotating back into the space after weeks of sideways noise, and the timing matters. The Strait of Hormuz tensions that spiked oil earlier this month are easing. Shipping flows are normalizing. And when macro volatility compresses, institutions tend to redeploy into assets they've been watching on the sidelines.

The question underneath: is this the start of a sustained reaccumulation, or a tactical bounce? The data says the leverage is still flushed — exchange balances keep dropping, which tracks with long-term accumulation patterns. But as always, 50-50. What matters is that the door opened. Institutional ETF flows are the clearest signal of whether the big money is actually coming back or just testing the waters.

BlackRock pours $183M into BTC as ETF inflows return. Coldcard wallets compromised; 1,082 BTC stolen. Treasury sanctions Iran's Bitcoin insurance scheme.

BlackRock Pours $183M as Spot BTC ETF Inflows Return

TL;DR: BlackRock's spot Bitcoin ETF just saw its largest single-day inflow since July, with the fund purchasing $183.41 million in BTC. Institutional capital is rotating back into crypto as macro volatility eases and the Strait of Hormuz tensions cool. The signal: big money is watching again.

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Coldcard Wallets Compromised; 1,082 BTC Stolen

TL;DR: Block disclosed critical security flaws in Coldcard hardware wallets (Mk2 through Mk5) that enabled remote theft of Bitcoin. Researchers identified over 1,082 BTC stolen and confirmed the attack campaign is still active. Self-custody just got a lot riskier for anyone holding on vulnerable hardware.

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Treasury Sanctions Iran's Bitcoin-Backed Maritime Insurance

TL;DR: The U.S. Treasury designated two Iranian firms operating a maritime insurance scheme that accepted Bitcoin and digital assets tied to IRGC-backed shipping controls through the Strait of Hormuz. The move signals Washington is tracking crypto flows tied to sanctions evasion and geopolitical leverage.

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BIS Settles $1M in Tokenized Cross-Border Payments in Real Time

TL;DR: Twenty-eight financial institutions including five central banks completed real-value settlements using tokenized reserves in the BIS's Project Agorá trial, averaging 80-second settlement times across six currencies. Central bank digital infrastructure is moving from theory to live infrastructure.

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Texas Loses $57M to Crypto Kiosk Fraud; Ban Looms

TL;DR: Texas residents lost $56.8 million to cryptocurrency kiosk scams in 2025, prompting lawmakers to consider an outright ban matching Indiana, Tennessee, and Minnesota. The fraud vector is straightforward: criminals target normies at physical machines with zero recourse.

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BNB Volume Jumps 65% as Retail Traders Return

TL;DR: BNB's 24-hour trading volume surged more than 65% as retail participation picked up on Binance, though the token faces technical hurdles before establishing sustained momentum toward higher resistance. The volume spike suggests retail is back in the game.

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Oil Slides as Strait of Hormuz Shipping Normalizes

TL;DR: Brent crude settled at $89.03 and WTI closed at $83.59 as shipping flows through the Strait of Hormuz recovered, easing supply concerns despite ongoing U.S.-Iran tensions. Macro volatility compression is good news for risk-on assets across the board.

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The real test: does BlackRock keep buying, or was this a one-day rebalance? Watch the ETF flows over the next 48 hours. That's the signal that tells you whether institutions are actually back or just testing. — Khal

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More crypto news, daily, at news.leodex.io. The Daily LEO · Written by the LEO Team, Edited by Khal.