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Watch on YouTube ↗  |  July 27, 2026 at 12:35  |  31:16  |  The Block
Speakers
Tim Copeland — Co-Host & Head of Growth, The Block
Cam Benick — Head of Onchain Research, Bitwise

Summary

The episode covers a slew of crypto news including exchange shutdowns, hacks, and ETF flow trends. The main segment features Bitwise's Cam Benick presenting a new quarterly staking report, highlighting a divergence between improving onchain fundamentals and bearish price action, with bullish staking dynamics on Ethereum, Solana, Hyperliquid, and Avalanche.

  • BitMart exchange announces full platform shutdown; users urged to withdraw funds.
  • AAA hot wallet hack escalates to $11.8M in losses with ongoing sweeps.
  • KB Kookmin Bank plans blockchain-based cross-border payments using JPMorgan's Kexus.
  • Storage Labs files Chapter 11; STORJ token drops 20%.
  • US Bitcoin ETF volume cools to lowest since October 2024, while Ether ETFs lead inflows.
  • Robinhood in talks with Crypto.com to add prediction market contracts.
  • MicroStrategy boosts USD reserves to $3.75B for dividend coverage, no new Bitcoin buys.
  • Bitwise staking report: record ETH staked (40.2M), high staking ratios on Solana, Near, Hyperliquid, Avalanche; upcoming network upgrades to drive further activity.
Ideas
Tim Copeland Co-Host & Head of Growth, The Block 7:46
Ether ETF rotation building over Bitcoin.
Ethereum staking demand is at a record high with 33% of supply staked and a 40-day entry queue; upcoming upgrades (Glamsterdam's EPBS and EGOTA) will improve scalability and decentralization, and institutions are pouring into staking both directly and via ETFs.
ETH MED
Cam Benick Head of Onchain Research, Bitwise 12:15
Solana's high yield and growth attract capital.
Solana staking yield remains attractive at ~6% driving a 68% staking ratio, tokenized equity volume exploded from $1M to $3B in one year, and upcoming upgrades (Appenlow for sub-second finality, 200ms slot times) will further boost trading activity.
SOL HIGH
Cam Benick Head of Onchain Research, Bitwise 25:47
New HYPE buybacks from USDC yield.
Hyperliquid is launching permissionless prediction markets (HIPP4) and partnering with Circle/Coinbase to use up to 80% of USDC yield on-chain to buy and burn HYPE, creating a new buyback revenue stream independent of trading fees.
HYPE HIGH
Cam Benick Head of Onchain Research, Bitwise 26:31
Avalanche RWA traction with $2B inflow.
Avalanche is gaining real-world asset traction with Japan's largest tokenized platform Progma creating its own Avalanche L1 and bringing approximately $2 billion in tokenized assets onto the ecosystem.
AVAX HIGH
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815 Money Talk (815머니톡) · Jul 27

This The Block video, published July 27, 2026, features Tim Copeland, Cam Benick discussing ETH, SOL, HYPE, AVAX. 4 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Tim Copeland, Cam Benick  · Tickers: ETH, SOL, HYPE, AVAX