Bitcoin traded just under $80,000 during Asian hours on Friday after touching $81,280 overnight, with U.S. spot Bitcoin ETFs recording $2.8 billion in inflows over eight consecutive sessions. August inflows have now surpassed $3 billion, making it the strongest month of 2026 so far. CryptoQuant flagged bull signals, while MSCI weighed new rules that could remove Strategy from global equity indexes. Total crypto market capitalization stood near $2.75 trillion.
Ethereum rose about 1.6% to $2,495, XRP dropped 2.6% to $1.41 but remained up 26.4% for the week, Solana climbed 4.3% to $101.18, and BNB added 1.2% to $702.81. Solana was the standout major performer, up roughly 20% over seven days. Ethena’s ENA led the top 100 with a 6% daily gain and 45% weekly advance after a governance vote routed protocol revenue into buybacks and restructured venture token unlocks.
Nvidia posted $96.2 billion in quarterly revenue and forecast more than $105 billion for the next quarter, sending its stock 9% higher and adding $442 billion in market value in one session. The Nasdaq rose 1.6%, the S&P 500 gained 0.7%, and the Dow added 0.2%. Salesforce results also supported software stocks and gave the tech sector a broad boost.
Macro attention turned to Fed Chair Kevin Warsh’s first Jackson Hole keynote, with futures pricing a 35% chance of a September rate increase and a full move by December. Brent crude eased below $90 after Iran and Oman agreed on terms for administering the Strait of Hormuz, while the 10-year Treasury yield held at 4.67% and the dollar index sat just above 99. Among smaller tokens, PolySwarm’s NCT surged 248.4% after listing on Upbit’s KRW market, while trending searches were led by Cash Cat, Pons, and Hyperliquid.
