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Спотовые XRP-ETF зафиксировали лучшую неделю с мая: они привлекли $39,78 млн, поскольку токен взлетел до максимума за семь месяцев после месяцев вялого спроса.
Ралли отставало от более широкого рынка криптовалют на день, прежде чем наверстало упущенное с силой.
Притоки в XRP-ETF наконец прервали свою серию
Инвесторы вернулись в фонды 18 августа, направив $5,81 млн в то, что стало крупнейшим ежедневным чистым притоком средств за месяц на тот момент, после болезненной серии, когда в первые одиннадцать торговых дней месяца семь дней подряд не было вообще никаких притоков.

Samsung Electronics’ stock dropped 8.7% on Monday after its record shareholder return plan disappointed investors.
The stock traded near 257,000 won, down 24,500 won from Friday’s close. It has now surrendered the gains that followed the board announcement.
Samsung Electronics’ Stock Performance. Source: Google Finance
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Why a Record Payout Still Disappointed
Samsung’s board approved 2026 shareholder returns of 90 trillion won to 110 trillion won, or roughly $65 billion to $79 billion. This is about five times the previous high of 20.3 trillion won set in 2020.
Roughly 30 trillion won will be paid as third-quarter cash dividends. Samsung reaffirmed its pledge to return half of its free cash flow.
Analysts had modeled a bigger number. The plan also offered little detail on treasury share cancellations.
“Unlike SK Hynix, Samsung Electronics did not mention the possibility of raising its existing shareholder return policy, nor did it announce a plan to cancel treasury shares that could more directly contribute to the stock price increase, which is disappointing,” Eugene Securities analyst Sohn In-joon said.
Samsung’s board also approved a 15 trillion won buyback for employee compensation. Morgan Stanley described the wider package as slightly below expectations. The company will decide on the remaining shareholder return at a January board meeting.
Korean Markets Stay Volatile as Retail Money Shifts
Meanwhile, the selloff spread across Seoul. SK Hynix slipped 2.7%, and the KOSPI shed almost 3%, extending a stretch of heavy swings that began in July.
The index fell 22% that month. Officials convened an emergency meeting after severe retail losses and curbed demand for single-stock leveraged funds.
Retail risk appetite did not retreat, though. It changed the wrapper. Investors bought about 3.5 trillion won of Equity-Linked Securities (ELS) in July, the most since April 2023, according to the Korea Financial Investment Association.
Notes tied to Samsung Electronics and SK Hynix led the sales. For Samsung shareholders, the number that may count arrives in January, when the board sets the remaining return.
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Индийский рынок акционерного капитала оценил почти $10 млрд сделок в августе, выведя его на курс самого сильного месяца за всю историю.
Продажа акций правительства Индии на $3,2 млрд в Life Insurance Corp. of India вывела общий итог вперед. Manipal Health Enterprises добавила $958 млн за счет первичного публичного размещения (IPO), а также за счет блоковых сделок и институциональных размещений.
Ралли на рынке equity-сделок опережает падение индекса Nifty 50
Спадная динамика связана с Индией, чей рынок вторичных размещений объемом $5,1 трлн демонстрирует одни из самых слабых показателей в Азии в этом году. Базовый индекс NSE Nifty 50 снизился на 2,21% по состоянию на август, тогда как BSE SENSEX опустился на 1,51%.

Криптовалютный рынок встретит токены на сумму более 705 млн долларов в последнюю неделю августа 2026 года. Три крупных проекта — Humanity (H), Huma Finance (HUMA) и Plasma (XPL) — выпустят ранее ограниченные токены в обращение.
Разблокировка токенов — ключевые события в криптовалютном рынке, влияющие на ликвидность, ценовую волатильность и общие настроения инвесторов. Итак, вот разбор того, на что стоит обратить внимание.
1. Humanity (H)
Дата разблокировки: 25 августа
Количество токенов для разблокировки: 266,47 млн H
Выпуск предложения: 3,37 млрд H

Tron Inc. added 145,002 TRX to its corporate treasury on Monday, pushing total holdings past 711.2 million tokens. Shares of the Nasdaq-listed company closed their latest session 7.49% higher at $2.01.
Meanwhile, the underlying TRON blockchain crossed 400 million total accounts. Founder Justin Sun marked both developments on X.
Why the Tron Treasury Playbook Is Working
Tron Inc. buys TRX almost every trading day, and the rhythm echoes Strategy’s long Bitcoin accumulation run. The company reached the Nasdaq through a mid-2025 reverse merger with toy maker SRM Entertainment. Since then, management has treated the treasury as its central investor story.
Monday’s purchase landed at an average price of $0.3448 per token. At current prices, the full stack carries a value near $245 million. Back in March, the same MicroStrategy model comparison covered a balance of just 686 million tokens.
The setup gives shareholders exposure to TRX without any wallet or exchange account. In return, they accept the equity risk that comes with a small-cap listing. Rival treasury vehicles have posted heavy paper losses this year whenever their chosen token slipped.
Investors have rewarded that consistency so far. The stock climbed 26.42% across five sessions and 34% over the past month. Year to date it trades 60.80% higher, with a 58.27% gain across six months. That 2026 run has recovered most of last year’s decline, and the trend still points up.
Tron Inc. Stock Chart. Source: TradingView
Sun keeps pressing the company to buy more. In April, he called for faster TRX treasury expansion as holdings crossed 693 million tokens. His response on Monday ran to two words.
Keep going https://t.co/GzoAwDgha9
— H.E. Justin Sun 👨‍🚀 🌞 (@justinsuntron) August 24, 2026
400 Million Accounts Shift the Story
TRONSCAN data confirmed the account threshold. Sun then amplified the figure with a short post of his own.
400M strong. Still building sTRONger. https://t.co/YyLQHaSuCF
— H.E. Justin Sun 👨‍🚀 🌞 (@justinsuntron) August 24, 2026
Growth has arrived steadily rather than suddenly. In July, daily signups hit a one-month high of 230,862 new accounts. June delivered record active addresses alongside a broadly healthy on-chain picture.
Much of that traffic comes from stablecoin transfers. TRON carries a large share of global Tether (USDT) settlement, especially across emerging markets where fees matter most. Account totals therefore track payment demand more closely than speculative trading.
The token itself has lagged the equity, however. TRX trades near $0.344, up 0.45% on the day, with a market value of $32.65 billion and eighth place among all crypto assets.
That gap defines the trade. Tron Inc. shares react to treasury headlines far more than TRX does, a pattern visible across other digital asset treasury companies this year. It remains to be seen how the daily purchase program will affect the price relationship between the stock and the underlying token in the long term.

Strive CEO Matt Cole says the Bitcoin (BTC) bear market has ended, citing the asset’s breakout against both the US dollar and gold in the same week.
Cole argues that the BTC/gold ratio has turned before the dollar price at recent inflection points. He now expects the next cycle to be the strongest Bitcoin has produced.
Why the BTC/Gold Ratio Turned First
Bitcoin peaked against gold in December 2024, according to Cole. Its dollar price held up far longer, topping in October 2025.
The sequence reversed at the low. Cole dated the BTC/gold bottom to February 2026 and the dollar bottom to July, roughly five months later.
That dynamic, in Cole’s telling, helps explain why sentiment turned so negative. Bitcoin set dollar records while losing ground to gold throughout the rally. He argues a mild nominal drawdown still feels brutal when the preceding bull market never delivered relative leadership.
Price action has since flipped. Bitcoin climbed roughly 21% between Wednesday and Friday last week, briefly surging above $79,000. However, the move has been widely attributed to the Treasury’s decision to buy back longer-dated bonds.
Cole sees another development as particularly significant: Bitcoin has now broken higher against both the dollar and gold.
The move has been sharp. Market data show Bitcoin is up more than 22% against the US dollar this month, while it has gained 6.6% against gold.
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Bitcoin Price against USD and Gold. Source: TradingView
The executive acknowledged that Bitcoin could still pull back after the rapid advance, but said he would expect strong buying if a meaningful correction occurs.
“My conviction is very strong that the Bitcoin bear market is over. If BTC/gold was again the earlier signal, seeing both relationships now turn higher together gives me more confidence in the next 12 to 18 months and in the much larger opportunity that could unfold over the years ahead,” he added.
Cole’s conviction is backed by one of the largest corporate Bitcoin positions on the market. Strive held 20,246 BTC, ranking seventh among public company holders.
The position also shows why the call matters to him. Strive’s average cost sits at $94,345 per Bitcoin, roughly 22% above current levels. The company has an unrealized loss of roughly $350 million on the trade despite last week’s rally.
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Nvidia отчитается о прибыли в среду, а председатель ФРС Кевин Уорш выступит в Джексон-Хоуле в пятницу. Акционерные стратеги ожидают небольшую реакцию рынка на оба события, но криптоаналитики спорят о том, куда дальше пойдет биткоин.
В программе CNBC Halftime Report генеральный директор Gilman Hill Asset Management Дженни Харрингтон утверждала, что ни одно из событий не сдвинет акции. Она сказала, что рост прибыли, а не отчет Nvidia или риторика ФРС, определяет рыночный подъем в этом году.
Аргументы в пользу крипто-реакции, которая уже идет
Биткоину не нужны ни речь в пятницу, ни отчет Nvidia в среду, чтобы понять, на каком уровне находится ликвидность, считают некоторые аналитики. Казначейство уже расширило программу выкупа облигаций на прошлой неделе, опустив доходности на дальнем конце кривой и резко подняв криптовалюты.

Артур Хейс купил 1.9 миллиона токенов Ether.fi (ETHFI) на сумму $1.17 миллиона, возвращаясь в позицию, от которой он отказался ранее в этом году.
Сооснователь BitMEX заплатил $0.62 за токен. По данным ончейн-трекеров, эта заявка значительно выше уровня, на котором он в последний раз продавал тот же актив.
Артур Хейс Следит за 25% Еженедельным Ростом ETHFI
Хейес продал 265,461 токена ETHFI по $0.44 в апреле, выручив примерно $118,000 и зафиксировав убыток. Его новая позиция находится примерно на 41% выше по цене за токен.
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Кошельки, связанные с командой TRUMP memecoin, снова добавляли и выводили ликвидность из пулов токена на Solana на этой неделе. Аналитик on-chain LookOnChain отметил вывод из пула $3,39 млн в USDC за 10 часов.
Вывод средств совпал с резким ростом TRUMP на этой неделе. Трейдеры связали часть движения с недавними комментариями президента Дональда Трампа о том, что правительство потенциально может расширить свои биткоин-холдинги.
Знакомый механизм
Команда не продаёт TRUMP напрямую на открытом рынке. Вместо этого она вносит только токены TRUMP в односторонние пулы ликвидности на Meteora, децентрализованной бирже Solana.

KPMG Australia will cut 27 partners and about 360 employees, roughly 5% of its workforce, as revenue slips and the firm absorbs the fallout from allegations that it misused confidential client information.
Chief Executive John Sams said most of the affected roles are in the consulting arm, where client demand has weakened. The firm will also merge several teams and align them more closely with KPMG’s global advisory business.
Revenue Slides as Consulting Demand Weakens
According to the firm, total revenue for the year ended June 30 reached A$2.257 billion, down 1% on the prior period. Consulting revenue fell 16.9%. The firm attributed this to soft market conditions and reduced government use of consultants.
Four of the five divisions still grew. Audit and assurance rose 11%, tax and legal climbed 10.9%, mid-market and private gained 6.4%, and deal advisory and infrastructure added 3%.
Consulting nonetheless remains the largest division by revenue at A$632 million. The Big Four firm cited economic weakness, challenging market conditions, and the fallout from its own conduct and whistleblower cases among the factors behind the layoffs.
“This is not a decision that has been taken lightly, and we know it will have a very real impact on people,” Sams said.
The pressure dates back to March, when Labor Senator Deborah O’Neill, who chairs the Parliamentary Joint Committee on Corporations and Financial Services, told the Senate that a whistleblower alleged that confidential Lendlease board papers were used to pursue audit tenders.
Commercial consequences followed quickly. In June, KPMG said it had voluntarily agreed not to bid for new Commonwealth work until an independent Department of Finance review concludes, which the firm expects by the end of September. That statement acknowledged that individuals within the firm had made mistakes.
Alongside the cuts, the firm is moving its mid-market and private deals team into deal advisory and infrastructure, and its advisory team into consulting.
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2026 Layoffs Stretch Well Beyond One Sector
KPMG is not an outlier when it comes to job cuts. Layoffs.fyi recorded 127,180 technology job losses across 264 companies in 2026 so far. That already exceeds the 122,606 cuts logged by the tracker across all of 2025.
The reductions span software, retail, media, and professional services. Oracle disclosed a headcount drop of roughly 21,000 over its financial year in an annual report. Zillow, Google, Etsy, and TikTok all announced cuts in August.
Artificial intelligence (AI) explains part of the shift, though not all of it. Uber cut 10% of its customer service staff in July and tied the decision directly to an AI efficiency push. India’s largest private lender, HDFC Bank, ended its March financial year with 3,343 fewer employees.
Crypto firms have trimmed for different reasons. Bitwise cut roughly 14% of its workforce this month as market conditions soured, leaving headcount near 155. Coinbase removed 700 roles earlier this year.
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Nvidia (NVDA) сообщит о результатах за второй квартал в среду, а Уолл-стрит ожидает рекордные продажи почти на $92 миллиарда. Аналитики также прогнозируют рост чистой прибыли на 95% до более чем $51,5 миллиарда, что продолжит ее стремительный рост.
Этот отчет может отозваться по всей более широкой рыночной среде. Перспективы Nvidia формируют расходы среди производителей чипов, облачных провайдеров и в целом на рынке искусственного интеллекта (ИИ).
Растущая зависимость Уолл-стрит от Nvidia
Nvidia превзошла прогнозы по прибыли в течение 14 кварталов подряд. В прошлом квартале чистая прибыль выросла на 210% в годовом выражении, значительно опередив прогноз Уолл-стрит в 126%, согласно данным FactSet.

Liquid Death CEO Mike Cessario refused to confirm an initial public offering (IPO) timeline. He gave the noncommittal answer despite the company hiring Goldman Sachs back in 2023.
Cessario made the comment on Bloomberg’s “The Close” with host Romaine Bostick. The interview also covered Liquid Death’s viral ad about AI data centers.
Goldman Ties Predate the Question
Bostick asked Cessario directly about the IPO timeline. He pointed to the Goldman Sachs hire and a new chief financial officer from Pepsi. Cessario did not say yes or no.
Cessario said Liquid Death wants to build a large, profitable business. Therefore, he is not focused on a specific exit strategy right now. Instead, the company will weigh an IPO or a merger when the time is right, he added.
This response leaves the IPO question open rather than closed. Liquid Death brought on a bank tied to public listings two years ago.
Yet the business still has no confirmed timeline. The pieces for a listing already sit in place.
The AI Ad Behind the Interview
The exchange followed a discussion about Liquid Death’s newest ad. The campaign shows people mailing jars of urine to AI data centers. Cessario used the ad to joke about water use at these facilities.
However, Cessario said the ad does not oppose AI itself. He pointed to a real problem instead. Even closed-loop data centers evaporate large amounts of water for cooling, he said.
Public sentiment toward data center growth keeps cooling. New disclosure rules in Texas now require water and power use disclosures before grid connection. The move reflects a wider wave of state pushback.
Cessario noted the ad appears only on social media. He said most broadcast networks would not air jars of urine in a brand campaign.
Cessario also addressed AI’s role in his own advertising agency. AI handles mundane production tasks well, he said. However, it cannot replace top creative talent. Instead, it will mainly push mediocre marketing out of the industry.
Liquid Death’s caution mirrors a broader trend among growth companies eyeing public markets. Firms like SpaceX face scrutiny over how tech valuations hold up once investor sentiment shifts.
Whether Liquid Death files within a year or five remains unclear. The bank hire and the CFO hire have sat ready since 2023.

Парламент Ирана одобрил план взимать плату с судов за использование Ормузского пролива. Этот шаг усиливает давление на нефтяные рынки за несколько часов до того, как Вашингтон объявит о новых санкциях против Тегерана.
Любые перебои в Ормузе, через который проходит примерно пятая часть мировой нефти, сильно ударят по поставкам. Это давление ляжет на рынок облигаций, который и без того испытывает трудности из-за рекордного объема заимствований правительства.
Парламент Ирана продвигает меры по сборам за Ормуз
Комиссия по национальной безопасности и внешней политике Ирана поддержала проект закона в воскресенье. Он будет требовать, чтобы суда из стран, которые могут использовать Ормуз, платили Тегерану за предоставляемые им услуги. Полный состав парламента Ирана еще должен утвердить законопроект, прежде чем он станет законом.

Peter Schiff says he could have made a lot of money with Bitcoin (BTC). But he insists Bitcoin HODLers left even more money on the table by refusing to sell.
Schiff made the comment while replying to his own post about artificial intelligence (AI) and Bitcoin. He argued that AI poses a bigger threat to Bitcoin than it does a boost.
Schiff Defends His Bitcoin Track Record
Schiff has skipped Bitcoin for roughly five years, he says, and does not regret it. He believes he has come out ahead of Bitcoin HODLers, those who buy and hold regardless of price swings, by staying out of the market.
Yes, I could have made a lot of money with Bitcoin. But that's old news. Over the last five years or so I've been better off not owning Bitcoin. It's the Bitcoin HODLers who have left a lot of money on the table by not selling!
— Peter Schiff (@PeterSchiff) August 23, 2026
Yes, I could have made a lot of money with Bitcoin. But that’s old news. Over the last five years or so I’ve been better off not owning Bitcoin. It’s the Bitcoin HODLers who have left a lot of money on the table by not selling!
Schiff
However, Schiff’s Bitcoin skepticism is not new. He has repeatedly framed Bitcoin’s rallies as a reason to sell, not a signal to buy more. Historically, he has used Bitcoin’s struggles to push gold as the safer store of value instead.
AI Versus Bitcoin Debate Heats Up
In his original post, Schiff argued that AI competes with Bitcoin for speculative capital, electricity, and data center space. He also warned that AI could eventually find flaws in Bitcoin’s code or cryptography that humans have missed.
Meanwhile, AI’s growing footprint is already shaping crypto markets in other ways. BeInCrypto has reported that AI-driven inflation pressure has helped keep Bitcoin range-bound in recent months.
It is still unclear whether AI poses a genuine risk to Bitcoin’s security. For now, the exchange adds fresh fuel to one of crypto’s oldest rivalries.

Brent crude fell 1.87% to $92.63 on Monday, giving back part of last week’s rally as traders assessed Washington’s escalating pressure campaign on Iran.
West Texas Intermediate slid 1.97% to $85.35. The selling ran across the energy complex, with natural gas, gasoline, and heating oil each losing between 1.68% and 1.88%.
Oil Prices Fell on Monday. Source: TradingEconomics Why Oil Prices Fell While Washington Escalated
Both benchmarks gained more than 5% last week on the escalating rhetoric. President Donald Trump on August 19 announced what he described as the “most crushing economic operation ever taken against any country.”
Trump said the measures would target Iran’s economy and isolate the country internationally, while warning that nations providing financial, commercial, or other support to Tehran could face severe economic consequences.
“This will be an ECONOMIC D-DAY, and we need all of our Allies to stand with the United States of America to isolate, and defeat, the Iran threat,” he said.
Bessent made the same case in a Financial Times opinion piece published Sunday, writing that an economic D-Day begins at dawn.
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President Trump has dismantled Iran’s military capabilities, destroyed nearly 100 percent of its military factories, and buried its nuclear program.We are now entering the endgame. At dawn begins an economic D-Day — the single greatest financial offensive ever marshaled against…
— Treasury Secretary Scott Bessent (@SecScottBessent) August 23, 2026
Narrower measures are already in force. The Treasury’s Office of Foreign Assets Control (OFAC) froze more than $130 million in crypto tied to Iran in July, then hit a Hormuz shipping toll scheme weeks later.
Monday’s reversal, therefore, points to supply news rather than the policy outlook. BeInCrypto reported that ship transits through the Strait of Hormuz climbed from 39 to 192 over two weeks, a 392% rise.
Traffic still sits roughly 90% below pre-war levels, when about 20.9 million barrels a day moved through the waterway, according to EIA figures.
Many captains switch off transponders in a war zone. Part of the increase, therefore, reflects ships restoring signals rather than fresh cargo.
Iran’s Revolutionary Guard Calls the Campaign an Admission of Defeat
Iran dismissed the campaign. Hossein Mohebbi, spokesman for the Islamic Revolutionary Guard Corps, called it an admission of military defeat,TASS reported.
“[US President Donald] Trump’s executive order on the launch of the toughest economic warfare against Iran mounts to a tacit acknowledgement of Washington’s defeat on the military front,” he said.
Mohsen Rezaei, secretary of Iran’s Supreme National Security Council, threatened to halt oil flows through the strait entirely.
Markets have also grown less responsive to the rhetoric. Axios tracked 269 Trump posts mentioning Iran or Hormuz since February and found the price impact fading over time.
Scope will decide whether Monday’s decline holds. Iranian exports are already constrained by a naval blockade, so fresh measures may add little to the supply picture. The unresolved question is China, which buys more than 80% of Iran’s shipped oil according to Kpler.
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Хедж-фонд Питера Тиля раскрыл концентрированную ставку на потребности ИИ в электроэнергии в своем самом новом документе в SEC. Thiel Macro LLC сообщила о восьми инвестициях на общую сумму $418,7 млн, при этом Amazon (AMZN) стала единственной технологической позицией фонда.
13F фонда — это квартальная отчетность, которую институциональные инвесторы подают в SEC. В документе не было отражено никаких позиций за два предыдущих квартала. Этот возврат означает разворот в сторону генерации электроэнергии — ресурса, который теперь многие считают реальным «узким местом» ИИ.
13F показывает портфель, «перегруженный» энергией

Цзян Чжоэр, основатель китайского майнинг-пула BTC.TOP и один из самых известных в стране представителей криптосферы, развернул крайне медвежий настрой по рынку.
Теперь он планирует перевести оставшийся капитал в Ethereum, делая ставку на то, что ETH обгонит Bitcoin в этом цикле.
Как медвежья ставка Цзяна обернулась провалом
Ранее Цзян продал свои активы в ETH в диапазоне от $1 738 до $1 931 и открыл короткие позиции, чтобы хеджировать дальнейшее падение. Когда Ethereum поднялся выше $2 000 и продолжил рост, эти шорты принесли убытки.

Bitwise Asset Management привлекла более $1,8 млрд новых средств в первой половине 2026 года, заявил в воскресенье генеральный директор Хантер Хорсли. Цены на криптовалюты упали большую часть этого периода.
Том Ли назвал результат выдающимся. Однако деньги не гнались за ценами, поскольку три из четырех продуктовых линеек Bitwise, стоящих за этой суммой, вместо этого выплачивают инвесторам доход.
Почему Ли назвал это выдающимся
Хорсли разместил эту цифру в воскресенье. Чистый приток средств измеряет новые вложения минус деньги, которые были выведены.
В первой половине этого года, на фоне медвежьего рынка, инвесторы вложили более $1 800 000 000 в продукты Bitwise («чистый приток средств»), — поделился исполнительный директор Bitwise.

An artificial intelligence (AI) security firm went public with a Ledger Ethereum app bug. Ledger says it had already fixed the flaw quietly, two weeks earlier.
Chief technology officer Charles Guillemet called the disclosure fear-mongering. The patch shipped on August 12 with a one-line note and no security bulletin.
What the Ledger Ethereum App Bug Actually Did
Ledger sells one core promise. The screen shows you what you are signing. That promise has a name. Ledger calls it clear signing, and it turns raw transaction code into plain words on the device screen.
TestMachine says it found a way around that. The firm builds an AI agent called Azimuth that hunts exploits in smart contracts. On its own EVMBench benchmark, Azimuth catches 86.3% of known bugs with roughly 2.7% false positives.
Found by Azimuth during an autonomous scan of the Ledger Ethereum app. Validated on Flex. Shared and verified with the team. Declining any bounty. Same shared APDU/UI code across Nano X, Nano S Plus, Stax, Apex.The power of always on securityhttps://t.co/fH5mO97Kkp
— TestMachine (@testmachine_ai) August 22, 2026
Here is the flaw in plain terms. A malicious website could send the device a second command while you were still reading the first one.
The channel between browser and device is called the Application Protocol Data Unit, or APDU. It kept listening during the review. So it accepted the swap.
You would read a small transfer on screen. Then you would tap approve. And you would actually sign an unlimited token approval to a stranger.
That last part is why this matters. Chainalysis has traced roughly $1 billion in crypto stolen through approval phishing since May 2021. Those victims signed the approvals themselves.
TestMachine says it confirmed the bug on a Ledger Flex. Ledger has sold more than 7 million devices across 180 countries.
Ledger’s Donjon Team Says It Got There First
Guillemet flips the timeline. Donjon is Ledger’s in-house hacking team. He says it caught the bug with its own AI tools and shipped the fix first.
The public changelog backs the date. Version 1.22.2 landed on Aug. 12. Its entire security note says “Security issues.”
Donjon has published 22 numbered security bulletins. None of them covers this bug. The latest, dated June 4, deals with a Monero key-recovery issue instead.
That silence is the gap TestMachine walked into. Ledger closed the hole, then never told owners what it had closed.
Guillemet’s sharper complaint is about manners. He says TestMachine contacted the bounty program only after the patch shipped. It never spoke with the bounty team.
“…Then they published a thread implying the problem is unsolved. It is not. That’s not security research. That’s manufacturing fear for attention,” Charles Guillemet, Ledger CTO remarked.
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TestMachine praised the speed of the fix and turned down the reward. Ledger pays bounties in Bitcoin, at an amount it sets case by case.
AI Found the Bug Twice, But Humans Still Fought
Both sides used machine learning to reach the same defect. That is the part worth watching.
Ledger has made this argument before. Its executives have said for months that AI attackers threaten wallets more than weak hardware does.
Guillemet drew his line at discipline.
“AI-speed research only makes the ecosystem safer if the people doing it still follow basic security principles. Disclose responsibly. Verify before you publish. Don’t confuse noise with a finding.”
The fight itself is familiar. Security firms have gone loud after hacking a Trezor device, and CertiK researchers fought Kraken over disclosure terms in 2024.
So is the flaw. Back in January 2021, Donjon disclosed that this same Ethereum app failed to show transaction data for unsupported assets. Same app, same lesson. What you saw was not what you signed.
AI now surfaces these bugs in hours. Vendors and researchers still coordinate at human speed. That gap is where this argument lives.
For owners, the fix is dull. Open Ledger Live, update the Ethereum app, and check that it reads 1.22.2.

Кэти Вуд продолжала покупать Circle, несмотря на падение акций на 42% за год. В воскресенье она объяснила почему. Уолл-стрит-аналитики, которые построили карьеру на Visa и Mastercard, как она утверждала, не могут понять компанию.
Circle выпускает проблемы с USDC — цифровым долларом, обеспеченным наличными и краткосрочными долговыми бумагами правительства США. Вуд руководит ARK Invest, а Circle теперь является крупнейшей ставкой в ее флагманском фонде.
Дело Вуд против аналитиков
Вуд отвечала на график, составленный на основе данных Artemis, где аналитик Алекс Обчачкевич указал, что рынок меняет мнение о том, кто на самом деле зарабатывает на стейблкоинах.