『Bitcoin Below $78K, $215M DeFi Losses & Monero's 47% Surge | Sep 1』のカバーアート

Bitcoin Below $78K, $215M DeFi Losses & Monero's 47% Surge | Sep 1

Bitcoin Below $78K, $215M DeFi Losses & Monero's 47% Surge | Sep 1

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(00:00:00) Bitcoin Below $78K, $215M DeFi Losses & Monero's 47% Surge | Sep 1
(00:00:42) August DeFi Losses: $215M
(00:01:39) Monero's 47% August Surge
(00:02:20) MiCA Consultation Closes, Binance Delistings
(00:02:58) Mina Mesa Upgrade and Cboe Delay
(00:03:31) What to Watch This Week

Bitcoin slipped below $78,000 this week as macro expectations took the wheel — Fed rate-hike odds surged to 56% following Powell's Jackson Hole remarks, erasing BTC's $81K high from August 28th despite continued spot ETF inflows. The tension between structural demand and macro repricing is the defining dynamic heading into one of the most data-heavy stretches of the year.

August's DeFi damage came in at $215 million across the month. Price manipulation drove the bulk of losses at $131.6M, with Tectonic's $120.4M collapse — still largely unresolved, with over $110M frozen — as the single largest incident. Phishing added $41.5M. Thinly-traded collateral tokens combined with weak oracle design remain a repeatable attack surface, mirroring the $1.32 billion lost across 344 incidents in the first half of the year.

Monero hit a five-year high of $546, up 47% in August, after THORChain's v3.20 upgrade enabled native XMR-to-stablecoin swaps without custodians. Liquidity depth and regulatory risk remain open questions.

The EU's MiCA public consultation closed August 31st, covering stablecoins, DeFi, staking, and lending. Legislative changes remain months away. Meanwhile, Binance halts spot trading on ICX, SCRT, and STORJ on September 3rd — holders should act now.

Mina Protocol's Mesa hard fork goes live September 3rd, adding shorter block times and expanded zkApp support. The SEC extended its Cboe binary options review to October 2026.

The immediate macro test: Friday's August jobs report at 8:30 AM Eastern. The Fed's September 15–16 meeting is where September's direction locks in.

This episode includes AI-generated content.
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