Ghiles A.

More than six million bitcoins rely on public keys already visible on the blockchain, according to the latest Glassnode data. This situation revives concerns around wallet security in the face of advances in artificial intelligence and quantum computing. While this share represents 31.2% of the circulating supply, Justin Drake calls on industry players to anticipate possible attacks against the cryptographic systems used today.

Bitcoin trades around 84,000 dollars as institutional demand shows signs of slowing. Between September 28 and October 2, US spot ETFs recorded only 241.1 million dollars in net inflows. Meanwhile, the futures market is reducing its leverage. These movements now place ETF flows and several price levels at the center of upcoming market developments, as investors closely watch the next price moves.

Wealthy investors now look at digital assets with growing attention, despite the persistent reservations of some advisors. A CoinShares survey conducted with 2,230 people in seven major economies shows that the majority already hold crypto. On average, these investments account for about 10% of their portfolios. Above all, many still plan to increase their exposure in 2026. The decline observed in February therefore did not change this trend, which relies mainly on diversification and a long-term vision.

The European cryptocurrency framework enters a new phase. After the work dedicated to rules, authorities now focus on their application and monitoring. ESMA wants to strengthen coordination among national supervisors as the obligations of actors become more structured. In this context, MiCA occupies a central place in the 2027 work program of the European regulator. Verena Ross confirms this shift in approach, which is oriented towards supervision, convergence, and the monitoring of European risks.

The crypto market returns to a key level as the bitcoin price tests a major resistance again. Jurrien Timmer, global macroeconomics director at Fidelity, believes a four-year bullish cycle could be underway. Nine months earlier, he considered 2026 a year of respite after a down phase. His chart places the 80,000-dollar threshold at the center of the scenario, with a projection toward 100,000 dollars in case of a breakout.

The cost of protecting bitcoin against quantum computing has sharply dropped in a few days. An open competition led by StarkWare, Yukon Research, and Eigen Labs allowed developers and AI agents to speed up the necessary calculations. In one week, the estimate went from about 320 dollars to 67 dollars in GPU computation. This decrease especially shows how code optimization can reduce the resources needed to build transactions capable of better resisting the quantum threat.

The cryptocurrency market enters a phase where every level counts. On Saturday, September 26, 2026, bitcoin trades below its all-time high after a pullback from 87,374 dollars. The rise since mid-September remains visible despite less sustained activity. The hourly, four-hour, and daily charts show consolidation around 84,000 dollars. From then on, supports near 83,000 dollars and resistances from 85,500 to 86,000 dollars focus traders' attention.

The group is preparing an evolution of its dividend policy. The company wants to obtain the agreement of its shareholders to modify the payment schedule of its four preferred shares, including STRC. If the proposal passes, each calendar day will become a record date, with payment on the next business day. This measure brings Strategy closer to a model already adopted by Strive, another bitcoin treasury company. The project comes as STRC seeks to stabilize its price after its drop in June.

The crypto market is going through a new phase after a strong price increase. This rise pushes some holders to sell in order to quickly realize gains. However, the pace of profit taking remains lower than that observed at previous peaks. Bitcoin gained 44% over the quarter, reaching nearly 85,000 dollars. After three consecutive quarters of decline, flows to ETFs show that demand remains active and supported in the current crypto market.

The recent rise in bitcoin prices brings a technical signal that the market is closely watching. On September 22, the price crossed its 365-day simple moving average, around 80,900 dollars. This crossing comes after 310 days below this line, according to Ryan Horst and Joni Zhuleku, the founders of Altcoin Pro. Their study shows that this crossing preceded increases over several previous periods, while reminding them that this indicator does not guarantee a sustainable rise.

The crypto market crash did not trigger sales among the institutions tracked by Bitwise. Despite a decline of about 50%, none of the 15 entities surveyed reduced their exposure, and several have strengthened their positions. Bitcoin remains at the center of these allocations, often as the primary asset for these investors. Behind this stability, investors cite their durable long-term convictions, while Ether and Solana remain subject to specific exit conditions in their portfolios.

The options market sometimes presents scenarios that are difficult to understand at first glance. A trader has just bet $3.17 million on a rise in bitcoin, with an expiration set for October 30. However, reaching $100,000 could cost him his entire initial stake. The position targets precisely $95,000 and relies on a strategy that limits the gain when the price exceeds certain levels. Here is why this operation can produce an unusual outcome.

Europe could tighten the rules on stablecoins. In its response to the European consultation, the European System of Central Banks defends an expanded ban on returns related to tokens. The ECB targets indirect mechanisms related to lending, borrowing, or staking. The goal is to preserve the distinction between electronic money and deposits, while the MiCA revision opens debates on the rules of the European market. The proposal also directly concerns platforms offering returns.