DeFiWarhol

Another day, another crypto data leak.
@travalacom just emailed me to say my personal data was exposed in a breach.
A couple of weeks ago, it was Trezor and SafePal.
The list of breaches disclosed in 2026 keeps growing ↓
• Travala: ~2,300 customers (names, contact details, passport numbers, account information)
• Trezor: ~13,700 customers (names, emails, phone numbers, addresses)
• SafePal: ~39,800 customers (names, emails, phone numbers, addresses, purchase details)
• Waltio: ~50,000 users (emails, 2024 gains/losses, crypto balances)
• Ledger: undisclosed count (names, emails, phone numbers,

USDC and USDT dominate the stablecoin mix for crypto card spending.
As you would expect.
Here’s the breakdown for Aug 17:
1. USDC: $65.26M
2. USDT: $27.10M
3. EURC: $14.24M
4. liquidUSD: $1.94M
5. EURe: $1.34M
6. USD24: $187K
7. GBPe: $47K
All the other currencies combined: $24.17M
The top two were pretty predictable, but EURC surprised me with how strong it is. Btw, it crossed €400M in circulation at the start of the same week.
Its supply has more than doubled over the past year, so the card volume fits a much broader rise in EURC usage.
Nice to see the EU joining the crypto card club.

Top crypto neobanks and their revenue + valuations.
What do you notice?

Congrats to everyone for not selling.
Yeah, the U.S. government discussed buying Bitcoin in sizable amounts, and that’s bullish, don’t get me wrong.
But this is still just talk, not buying. No plan has been announced, and right now people are mostly trading the news IMO.
Still, even openly discussing it puts the idea of a sovereign BTC buyer back on the table.
Markets are obviously going to front-run that possibility.

I think we’re almost back, boiz.
Bitcoin’s 30-day apparent demand recovered from -272K BTC in early June to -32K on August 15. That means roughly 88.2% of the deficit has been erased.
The red bars are shrinking and the solid blue demand line is rapidly approaching zero, showing that selling pressure is weakening.
But we’re not out of the woods yet. The real confirmation comes when the bars turn green, remain green and the slower 30-day average follows them above zero.
For now: strong recovery, but not a confirmed reversal.

US and UAE currently dominate the tokenized real estate sector.
But for a supposedly global market, tokenized real estate remains concentrated in just a few countries.
Current country rankings on @RWA_xyz:
1. US: $259.9M
2. UAE: $129.8M
3. Spain: $47.6M
4. Canada: $23M
5. Mexico: $20M
6. Romania: $7.8M
7. Dominican Republic: $2.5M
8. Argentina: $2.4M
9. Greece: $1.4M
10. Italy: $1.3M
US: The broadest issuer base of the group, with Groma, RedSwan, DigiShares, and Securitize all contributing sizeable assets.
UAE: Much more concentrated. A handful of Dubai World Islands properties account for mos

The heavy crypto card activity continues.
New week with $250M in top-ups. I believe we won't have any more weeks with less than $200M.
Here are the current top 10 cards by weekly top-up volume:
1. @RedotPay: $109.6M
2. @ether_fi: $25.74M
3. @KASTxyz: $18.66M
4. @Karta_Personal: $7.93M
5. @Plasma One: $6.91M
6. @wirexapp: $6.54M
7. @KoloHub: $3.77M
8. @useTria: $2.53M
9. @gnosispay: $1.64M
10. @avici: $667K
The top five accounted for only ~67% of the total volume, down from more than 91% last week.
Guess I was wrong about the market consolidating around the top 5.
It's actually spreading out in