Archive August 2026

While bitcoin struggles to find a clear direction, VanEck attempts to date the end of the correction. The asset manager relies on on-chain data and market structure to measure the extent of the purge, especially among long-term holders. Its analysis mainly outlines a scenario for what follows. An accumulation phase whose duration could provide valuable clues about the next market reversal. How far do these models really allow anticipating the bitcoin awakening?

Gold had its best year since 1979 in 2025, with dozens of successive records. Early 2026, it surpassed 5,500 dollars per ounce before falling sharply in spring. This wide fluctuation sums up the question investors ask themselves: should you still buy gold now, and especially how? Between physical bullion, ETFs, mining stocks, and tokenized gold, entry points have never been so numerous or so unequal.

Bitcoin picks up speed. BTC crossed $66,500 before continuing its rise towards $69,000. Matt Hougan, Bitwise's Chief Investment Officer, sees three reasons behind this movement. They all come from the United States: the SEC, the Treasury, and new political discussions around crypto.

Citi accelerates into crypto by launching institutional Bitcoin custody before end of 2026, facing stiff competition from rivals.

Bitcoin lost more than 50% between its October 2025 peak and its June low. However, BlackRock does not change its position. In a new report dedicated to BTC, the world's largest asset manager maintains an allocation of 1 to 2% in a traditional portfolio. For them, the drop mainly comes from leverage, institutional outflows, and sales from large holders. Not from a change in the Bitcoin case.

Donald Trump pressures the American Senate. This Wednesday, the president gathered several major figures from the crypto industry at the White House to try to unblock the CLARITY Act. The text, stuck in Congress, now crystallizes a confrontation that goes beyond the mere regulation of cryptos. Washington is also playing its ability to maintain its technological lead over China, against a backdrop of political tensions and disagreements over the sector's framework.

The rebound of bitcoin toward $69,000 is gaining strength. Geoff Kendrick, analyst at Standard Chartered, links this progression to an improvement in liquidity. His analysis is based on US Treasury measures concerning long-term bonds. The $65,500 level becomes central. A break could signal that the bottom has been reached and open a new phase. This development occurs as the market watches yields. A favorable context supports his analysis and projection.

The crypto market has just received a powerful boost. On August 19, 2026, the U.S. Treasury announced the doubling of its bond buybacks, triggering an immediate reaction in cryptos. Ethereum has crossed key technical thresholds, while altcoins followed in a significant movement fueled by the liquidation of short positions. After several months of sluggishness, this liquidity injection changes market dynamics. The question remains whether this awakening marks the start of a new bullish phase or merely a temporary surge driven by macroeconomics.