Bitcoin ETF demand steadies near $80,000 as Solana and stablecoin rules reshape crypto markets

Moki

3 min read·2026/08/28

Moki

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Crypto markets are being driven by institutional ETF demand, protocol-level tokenomics debates, and regulatory infrastructure rather than one isolated price move. Bitcoin remains near the $80,000 area, Solana is rallying into a major governance vote, stablecoins are moving onto regulated rails, and tax and security risks are drawing sharper scrutiny.

Image / Decrypt

Bitcoin ETF inflows keep the rally alive, but buying pressure is cooling

U.S. spot Bitcoin ETFs have drawn about $2.8 billion across eight consecutive trading sessions, with BlackRock’s IBIT accounting for roughly $2.02 billion, or 72% of the streak. Bitcoin traded around $79,500 after briefly touching about $80,475, while daily inflows slowed from $606 million on August 20 to about $232 million on August 26. The signal is still constructive: ETF channels are absorbing supply near a higher price range. The risk is that marginal demand is weakening just as traders test resistance near $80,000–$85,000. Ether ETFs also extended an eight-day inflow streak, adding about $192 million in the latest reported session.

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Image / Decrypt

Solana rallies into a binding governance vote on issuance and burns

Solana climbed more than 8% in 24 hours and roughly 44% in August, its strongest month since 2024, as validators voted through Solana’s new on-chain governance process. SIMD-0550 would double the annual disinflation rate from 15% to 30%, pulling the 1.5% terminal inflation target forward to around 2029 and reducing future issuance by an estimated 18.9 million SOL over six years. SIMD-0553 would add a resource-based fee that is fully burned, potentially lifting daily burns from about 650 SOL to as much as 9,000 SOL. The tradeoff is clear: lower future supply may support price, but faster issuance cuts could reduce staking yields and pressure smaller validators.

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Image / Decrypt

Stablecoins move from trading rails toward regulated payment infrastructure

The U.S. Treasury’s GENIUS Act rulemaking is now defining when a payment stablecoin is considered issued, offered, or sold in the United States, with the core issuer licensing regime expected to take effect on January 18, 2027. In Europe, Revolut began rolling out EURR, a euro-pegged token for selected customers in Denmark, Poland, and Portugal. EURR is issued by Bridge Building S.A., a Luxembourg-regulated Stripe subsidiary, while Revolut distributes it through its app under MiCA. The common thread is that stablecoins are no longer just exchange liquidity: they are becoming bank, fintech, and cross-border payment infrastructure.

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Image / Chainalysis

Chainalysis puts the on-chain tax blind spot at more than $457 billion

Chainalysis estimates that potentially taxable on-chain crypto activity reached more than $457 billion in 2025, with the United States alone accounting for about $112.6 billion. The report says CARF, DAC8, and domestic reporting reforms will improve visibility, but only about 14% of identified on-chain taxable activity falls within CARF’s practical coverage. DEX trading, peer-to-peer transfers, self-custody activity, mining, staking, lending income, and crypto payments remain harder for tax agencies to observe. That makes blockchain analytics and cross-border reporting a likely enforcement focus as crypto activity moves away from centralized exchanges.

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Image / blog.aelf.com

Moonwell and aelf show security risk shifting beyond simple smart-contract bugs

Security firms reported that Moonwell’s Base lending market suffered an estimated $8.7 million exploit tied to MAMO price manipulation, after which borrow and supply caps were reportedly reduced to 1 wei to halt new exposure. Separately, aelf said its incident response had identified 155 malicious or related transactions across AELF and tDVV, plus five .NET payload assemblies with capabilities including host command execution, node-key access, and infrastructure reconnaissance. aelf said it had not found evidence of unauthorized ordinary-user asset transfers, but node signing keys and infrastructure credentials were being treated as potentially exposed. The pattern is broader than audited code: oracle design, lending caps, runtime isolation, key custody, and emergency response all matter.

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