Archive August 2026

The American crypto industry is now invited to the heart of power. Donald Trump is set to convene key figures from this ecosystem, prediction markets, and artificial intelligence at the White House. This meeting highlights the growing attention Washington is paying to these strategic sectors. Behind this meeting also lies the future direction of American policy towards these assets. Who will attend this meeting and what decisions might result?

Strategy thought it had won the battle in January. Seven months later, MSCI returns with a different method that could lead to the same result: the removal of the largest listed holder of bitcoin from several global indices. This time, the word "crypto" almost disappears from the framework. In its place, five financial ratios intended to identify companies whose value depends more on accumulated assets than on traditional operating activity. And in MSCI's simulation, Strategy falls directly into the net.

What if bitcoin forced us to rethink what we call "money"? On August 15, Michael Saylor reignited the debate with his essay "What Is Money?" For the Executive Chairman of Strategy, bitcoin transcends the status of a speculative asset, as it constitutes an infrastructure designed to preserve and transfer capital. This vision directly contrasts algorithmic scarcity, fiat currency, and gold, while finding a practical expression in his company's treasury strategy. A thesis that could change how investors evaluate money, capital, and their preservation.

The crypto market is going through a new phase of tension, as prices remain under pressure for several weeks. In this context, Katie Stockton, founder of Fairlead Strategies, identifies technical signals that could indicate a trend change. According to her analysis, bitcoin now shows a long-term oversold situation on two indicators monitored by her firm. This combination is rare and remains under watch. It could signal the approach of a major bottom, rather than a simple temporary rebound.

Apple changes its strategy in China. No more third-party models: the American giant has trained its own AI, supported by Alibaba, to equip all Apple devices intended for the Chinese market.

The 21 million bitcoin cap is back in the debate. Developer Peter Todd advocates for a permanent issuance to continue remunerating miners after 2140. Adam Back does not want it. The Blockstream boss sees in this argument a way to rally users to a dangerous modification of Bitcoin rules. No change is currently being prepared.

Ethereum begins sorting for Hegotá, its expected upgrade in 2027. As of August 16, 66 proposals remained in competition. FOCIL has already secured its place, while three other EIPs could provide privacy applications with tools directly integrated into the protocol.

Crypto aims to become a means of payment like any other. In the eurozone, it is still far from it. In a large survey conducted by the European Central Bank (ECB), it is noted that, even in the case of sector development followed by the entry into force of the MiCA regulation, crypto payments remain marginal at the merchant level. Consumers are still attached to traditional payment channels while businesses show reluctance to take the plunge. This gap persists between the ambitions of the crypto industry and actual usage. Will European regulation be enough to shift the lines?