Archive September 2026

After twelve months of caution, Bitcoin options traders change direction. Since August 20, they pay more to bet on a BTC rise than to protect against a drop, an unprecedented shift in a year. The signal comes while bitcoin trades around $78,278, far from its peak above $126,000 in October 2025. Between dominance of call options, increase in futures positions, and bets concentrated under $100,000, the derivatives market shows renewed but still measured optimism.

King Charles III will bring together several heavyweights of AI this week in Scotland, including OpenAI, Anthropic, Nvidia, Google DeepMind, and IonQ. The meeting will be held at Dumfries House and organized with the Ditchley Foundation. Discussions will focus on the responsible development of the most advanced models and the possibility of defining common principles. The summit comes a few days after new calls to slow down the race to artificial intelligence.

The US Senate is set to vote this Tuesday, September 15 at 2:15 PM Washington time, or 8:15 PM in Paris, on the progress of the CLARITY Act, presented as a major text aimed at establishing a comprehensive framework for crypto markets in the United States. This procedural vote requires 60 votes to allow the bill to continue its legislative journey. Republicans, who hold 53 seats in the Senate, will therefore need to gain support from several Democrats or independents. A failure would strongly compromise the adoption of the bill before the end of 2026.

Grayscale wants to shift crypto investment from a standalone product to a ready-to-use portfolio. The manager launched, on September 14, four models intended for financial advisors, built from several crypto-exposed ETPs. Weighting based on capitalization, quarterly rebalancing, asset cap: the offer provides an allocation framework without transferring the investment decision to Grayscale. A way to facilitate the integration of cryptos into wealth management while leaving advisors responsible for the final choice for their clients.

Russia is keeping crypto under tight control at home while turning to bitcoin as an alternative rail for selected cross-border transactions.

A few hours before the Fed decision, more than a dozen banks are betting on a 25 basis point rate hike, an outcome currently credited with an 87.3% probability by the market. The main causes are more persistent inflation than expected and an oil price above 100 dollars. Faced with such a tightening of expectations, BTC is trading around 76000 dollars, after having exceeded 79000 dollars. The verdict on Wednesday, September 16, should reshuffle the cards.

The US justice system wants to seize 61 million dollars in crypto allegedly from illegal Iranian oil sales. Two Chinese companies are accused of laundering these funds via Binance. Richard Teng denies any involvement of the crypto exchange but Binance’s Iranian history does not fade so quickly.

The crypto market is entering a new phase according to Dan Tapiero, who sees potential for Bitcoin. The macro investor estimates that its value could reach $20 trillion by 2035, ten times its current level. This projection also concerns Ethereum, Solana, and companies related to digital assets. For Tapiero, several macroeconomic signals marked a possible bottom, while a new driver could come from artificial intelligence agents and their blockchain transactions in the long term.