Santiment Intelligence
Santiment Intelligence|Aug 03, 2026 14:51
🐋 Bitcoin’s 10 to 10K BTC wallets have added 19,610 more coins (+0.14%) since July 29th. Small retail wallets under 0.01 BTC now hold 0.55% less. 🔐 The timing lines up with the Coldcard fallout. A firmware entropy flaw put affected wallets at risk, with estimated losses now exceeding 1,360 BTC, valued at approximately $87M based on current prices. 😨 The damage of this news went beyond drained wallets. Fear spread fast, trust cracked, and even non-impacted retail holders appear to be reducing exposure as hardware-wallet confidence took a hit. This has created a domino effect of retail selling off coins at an increased rate due to their coins held in self custody are no longer safe. 🧲 Bigger wallets are absorbing the shakeout. The key point is that this chart tracks the full 10 to 10K BTC cohort, not just a single Coldcard-related address, so the signal points to market-wide accumulation while retail loses nerve. 🔗 Live Chart: https://app.santiment.net/charts/btc-eth-xrp-ada-weth-steth-key-vs-micro-stakeholders-30391?utm_source=x&utm_medium=post&utm_campaign=btc_key_stakeholders_after_coldcard_hack_b_080326&aff=3(Santiment Intelligence)
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