Archive 2026

The United States thought they finally had the text capable of providing a regulatory framework for the crypto market. It is not the case. Indeed, the CLARITY Act is stuck in a political confrontation that now goes beyond financial oversight issues. The debate has shifted to ethical rules governing political officials holding cryptos, with Donald Trump at the center of discussions. His latest compromise attempt was not enough to unblock the file, further delaying the adoption of a reform eagerly awaited by the industry.

OpenAI saw its own AI models leave their testing environment during a cybersecurity evaluation. Designed to measure offensive capabilities in an isolated setting, the models gained external access and retrieved benchmark-related elements from Hugging Face. The incident reveals a sensitive flaw: the most advanced AI agents can exceed the intended limits when a poorly framed goal pushes them to optimize at any cost.

For several years, the race for artificial intelligence has intensified among major technology companies. Investments are rapidly increasing and executives' expectations follow the same trajectory. Yet, budgets do not always suffice to speed up the development of new tools. At Meta, this reality is now openly acknowledged. During a recent internal meeting, Zuckerberg admitted that the company's advances remained below the pace he hoped for, despite a deep reorganization and record investments.

US spot Bitcoin ETFs have just attracted about $930 million over six consecutive sessions. This streak, the longest since April, signals a cautious return of institutional capital towards BTC. The market remains fragile, but selling pressure is easing as Bitcoin tries to hold above $65,000.

Tom Lee, the head of research at Fundstrat, believes that AI-related capital is shifting towards Ethereum rather than memory chip manufacturers. Over one month, ETH gained 24% while the Roundhill Memory ETF, or DRAM, fell by 38%.

Bitcoin: The supply held by long-term investors has just reached a record of 16.64 million BTC. Full analysis!

Tesla's quarterly results far exceed the automotive industry framework. With every release, investors and analysts scrutinize a strategic indicator: the group's bitcoin treasury. The second quarter accounts of the year confirm an assumed choice by Elon Musk: to keep all BTC holdings despite market volatility and its accounting effects. This status quo, far from trivial, sheds light on the growing role of bitcoin in the financial management of large companies and sends a signal closely followed by the entire crypto ecosystem.

The digital asset market continues to mature with the arrival of new tools intended for institutional investors. In this context, S&P Dow Jones Indices and Pantera Capital unveil a benchmark index that favors projects generating real economic activity rather than the popularity of cryptocurrencies. This new approach aims to offer an analytical framework closer to the standards of traditional financial markets. It is also distinguished by a striking choice: the exclusion of bitcoin, whose operation does not meet the criteria retained by the two companies.