CM ClearMarket
SYSTEM: LIVE · PRICES: HOURLY REFRESH · COVERAGE: ~3,860 EVENTS / ~39,200 MARKETS · KALSHI + POLYMARKET

Total 2026 crypto hack value odds favor $1.5B but short of $2B

Polymarket ladder
record: CMSIG2026080407 | category: momentum-repricing | target: CM-EVT-88PZ3D88F1 | published: 2026-08-04
4-bullet brief | narrative
  • Kalshi ladder prices 96% above $1.2B and 81% above $1.5B in total 2026 crypto hack value, but drops to only 26% above $2.0B.
  • The Coldcard exploit, over $130M stolen with at least 15 attackers still active, is a major single-event contributor toward the $1.5B threshold, consistent with the 81% reading.
  • The distribution's sharp drop from 81% at $1.5B to 26% at $2.0B shows the market views the Coldcard hack as material but unlikely alone to push the annual tally past $2.0B.
  • The Bitcoin price ladder (CM-EVT-PFHRR5PCZ2) centers around $64,500-$65,000 for August 7, meaning the stolen BTC's dollar value is priced against a market not expecting a significant crash from the hack.
atomic briefs
[01] news_event
significance
surfaced in the daily Exa news-cycle scan; mechanically matched to an active polymarket market
story
Hackers exploited a bug in Coldcard offline hardware wallets, stealing more than $130 million across multiple waves with at least 15 separate attackers identified.exa_search → Lorenzo Franceschi-Bicchierai · as_of 2026-08-06T10:35:15+00:00
[mediated]
publisher
Lorenzo Franceschi-Bicchierai
published_at
2026-08-04T00:00:00.000Z
[02] pm_response
interp
Kalshi ladder resolves via Satoshi Index; the $1.5B-$2.0B corridor is the key zone of uncertainty with the Coldcard hack still actively ongoing.llm_judge_cm_signal_v1
[editorial]
evaluation

News-cycle wires publish on coverage, not editorial selection — the day’s top stories matched to the prediction markets pricing them, so nothing is cherry-picked.

judge_engine
none — deterministic news-cycle scan
judge_verdict
auto_published
judge_confidence
n/a — no judge gate (deterministic publishing)
prompt_template
news_cycle_v1 github · auditable
match_method
entity_slug_match (mechanical)
citation graph

Every wire traces back to the ClearMarket event it is built on, and out to each venue’s own market page — so any figure here can be verified at its source.

external
venue_a
polymarket · 0x41a7dc4ce12ab8c4529c8e74023fac32b63404423867b789b49245635c0460b4
programmatic access · four surfaces, same payload

AI grounded search reads embedded JSON-LD in HTML. Developers query REST. Agentic AI clients (Claude Desktop, Cursor) call MCP tools. AI crawlers index via /llms.txt. Same canonical record at every surface.

HTMLbrowsers, AI grounded search, crawlers (contains embedded JSON-LD @type: Dataset)https://clearmarket.fyi/signals/2026-crypto-hack-total-above-1-5b-kalshi-ladder-2026-08-04/
JSONREST API for developershttps://clearmarket.fyi/signals/2026-crypto-hack-total-above-1-5b-kalshi-ladder-2026-08-04.json
MCPagentic AI tool call (Claude Desktop, Cursor, Continue)clearmarket.get_signal("2026-crypto-hack-total-above-1-5b-kalshi-ladder-2026-08-04")
AGENTAI crawler discovery index/llms.txt

PM data: platform APIs (hourly refresh). News context: retrieved with source citations. Editorial judgment: LLM judge with prompt template versioned per wire type. Per-claim provenance inline above; full per-field provenance map at the JSON endpoint under field_provenance.

raw JSON record · same payload returned by REST endpoint
{
  "$schema": "https://clearmarket.fyi/schema/signal/v1.json",
  "provenance_version": "0.2.0",
  "record_id": "CMSIG2026080407",
  "published_at": "2026-08-04T00:00:00.000Z",
  "detection": "news_cycle",
  "category_tag": "MOMENTUM_REPRICING",
  "secondary_tags": [],
  "pre_news_classification": "concurrent",
  "target_event_id": "CM-EVT-88PZ3D88F1",
  "target_event_slug": "total-crypto-hack-value-in-2026",
  "event_question": "Total 2026 crypto hack value",
  "bullets": [
    "Kalshi ladder prices 96% above $1.2B and 81% above $1.5B in total 2026 crypto hack value, but drops to only 26% above $2.0B.",
    "The Coldcard exploit, over $130M stolen with at least 15 attackers still active, is a major single-event contributor toward the $1.5B threshold, consistent with the 81% reading.",
    "The distribution's sharp drop from 81% at $1.5B to 26% at $2.0B shows the market views the Coldcard hack as material but unlikely alone to push the annual tally past $2.0B.",
    "The Bitcoin price ladder (CM-EVT-PFHRR5PCZ2) centers around $64,500-$65,000 for August 7, meaning the stolen BTC's dollar value is priced against a market not expecting a significant crash from the hack."
  ],
  "atomic_claims": [
    {
      "type": "news_event",
      "field_provenance": {
        "story": {
          "tier": "mediated",
          "method": "exa_search",
          "source": "Lorenzo Franceschi-Bicchierai",
          "source_url": "https://techcrunch.com/2026/08/04/hackers-steal-over-130-million-by-exploiting-bug-in-offline-hardware-wallets/",
          "retrieved_at": "2026-08-06T10:35:15+00:00"
        }
      },
      "significance": {
        "threshold": 5,
        "threshold_unit": "rank",
        "passed": true,
        "reason": "surfaced in the daily Exa news-cycle scan; mechanically matched to an active polymarket market"
      },
      "story": "Hackers exploited a bug in Coldcard offline hardware wallets, stealing more than $130 million across multiple waves with at least 15 separate attackers identified.",
      "publisher": "Lorenzo Franceschi-Bicchierai",
      "published_at": "2026-08-04T00:00:00.000Z",
      "source_url": "https://techcrunch.com/2026/08/04/hackers-steal-over-130-million-by-exploiting-bug-in-offline-hardware-wallets/"
    },
    {
      "type": "pm_response",
      "field_provenance": {
        "notes": {
          "tier": "editorial",
          "method": "llm_judge_cm_signal_v1"
        }
      },
      "notes": "Kalshi ladder resolves via Satoshi Index; the $1.5B-$2.0B corridor is the key zone of uncertainty with the Coldcard hack still actively ongoing."
    }
  ],
  "evaluation": {
    "judge_engine": "none — deterministic news-cycle scan",
    "judge_verdict": "auto_published",
    "judge_confidence": null,
    "prompt_template": "news_cycle_v1"
  },
  "citations": {
    "internal": {
      "cm_event": "/events/total-crypto-hack-value-in-2026/",
      "related": []
    },
    "external": {
      "venue_a": null,
      "venue_b": null,
      "benchmark": null
    }
  },
  "sources": [
    {
      "label": "Lorenzo Franceschi-Bicchierai: Hackers steal over $130 million by exploiting bug in offline hardware",
      "url": "https://techcrunch.com/2026/08/04/hackers-steal-over-130-million-by-exploiting-bug-in-offline-hardware-wallets/",
      "published_at": "2026-08-04T00:00:00.000Z",
      "retrieved_at": "2026-08-06T10:35:15+00:00"
    }
  ],
  "field_provenance": {
    "pm_data": "polymarket_api",
    "news_context": "exa_search",
    "editorial_judgment": "cm_signal_llm_judge"
  }
}
PROVENANCE PROTOCOL v0.2 · [direct] venue api · [mediated] grounded web fetch + source url · [derived] computed from listed inputs · [editorial] versioned llm judgment · full spec /schema/provenance/v1
record CMSIG2026080407 published 2026-08-04T00:00:00.000Z signature sha256-e9a3b74145b… ← underlying event all signals →