Bitcoin tagged a 12-week high of $79,400 before pulling back to $77,871, with the broader market cap sitting at $2.69 trillion and BTC dominance at 57.9%. The Fear & Greed Index reads 47 — technically Fear — but ETF inflows are doing real work: US spot Bitcoin funds are on their longest consecutive inflow streak this year and now hold close to 7% of total BTC supply, a structural anchor that's kept sentiment from deteriorating further.
On the DeFi side, two incidents are drawing attention. A deprecated Scallop contract on SUI was drained of 150,000 SUI, while Aave has raised nearly $80 million of the $200 million it needs to cover bad debt stemming from the Kelp DAO exploit — progress, but the gap remains meaningful.
Small-cap momentum was notable, with Nockchain (+69.4%), Collector Crypt (+45.9%), and OKZOO (+44.9%) leading the field. On the funding front, Cluster Protocol closed a…