On-Chain Events Calendar (Issue 30 · Week 32, 2026)

01Important Events Today

On August 2, 2026, the Coldcard hardware wallet suffered a remote mass attack due to a flaw in its firmware’s random number generation, resulting in losses of approximately $114 million and affecting over 4,500 addresses. This incident exposed the limitations of self-hosted security measures, prompting the industry to reconsider the efficiency of AI-based audits as well as the risks associated with their misuse. It also led to a flow of assets back toward centralized exchanges. Market sentiment plummeted as a result, while the activity on Whale chains increased, indicating that large amounts of capital were being reallocated.

02Token Unlock Reminder

The following data was collected by the system, showing a total of 15 token unlocking records.

03Macroeconomic Calendar

Reference date: 2026-08-04. On August 2, 2026, the Coldcard hardware wallet suffered a remote mass attack due to a flaw in its firmware’s random number generation, resulting in losses of approximately $114 million. Over 4,500 addresses were affected, highlighting the risks associated with self-hosted security boundaries. On August 3, 2026, Arthur Hayes purchased 9.05 million ENA tokens before their unlocking on Ethena, giving them a market value of nearly $15 million, which raised concerns about the market’s ability to absorb this new supply. During the same period, in the first week of August 2026, $630 million worth of tokens was unlocked simultaneously. The release volume of Succinct exceeded 100% of its circulating market value, with Hyperliquid and Ethena following suit, thereby intensifying short-term price volatility risks due to the massive influx of liquidity.

04Operation suggestions

Operational Recommendations

• Liquidity Defense: The first week of August 2026 will see a $630 million unlock event, with Succinct’s release volume exceeding 100% of its circulating market value. If trading volume for these tokens declines during the day and prices fall below key support levels, it is advisable to take defensive measures to avoid being hit by selling pressure.
• Event-Driven Strategy: Arthur Hayes purchased 9.05 million ENA tokens before their unlocking on Ethena. If ENA prices drop irrationally as the unlocking date approaches, investors can consider building positions in stages to capitalize on potential short-term sentiment recovery, with this week presenting a suitable window.
• Cyclical Hedging: Activity on the Whale network has surged by 60 points. If BTC holds steady at $63,440.00 and its 7-day decline narrows, it may be prudent to increase holdings in highly liquid assets to capture rebounds driven by Whale entries.

Risk Warnings

• Selling Pressure Risk: Large-scale unlocks such as those related to Succinct could lead to sharp short-term price fluctuations. If the price of unlocked tokens drops by more than 5% in a single day, be cautious of liquidity crunches.
• Sentiment Reversal: The market sentiment index dropped sharply by 15.6 points to 36.2. If it falls below 40 again, panic selling should be guarded against.
• Fundamental Contradictions: There are doubts regarding the fundamentals of the ENA project and its ability to absorb new supply. If buyback efforts fall short of expectations, its long-term value could be under pressure.