Luc Jose A.

This Wednesday, September 17, the US central bank is expected to cut its key interest rate by 25 basis points. A decision already priced in by the markets, but far from trivial, as inflation remains above target and employment slows down. Behind this monetary shift, investors are looking for a signal. Temporary shock or catalyst for a new cycle? From bitcoin to gold, through Wall Street, all assets are watching Jerome Powell’s verdict.

On September 13, Binance Coin (BNB) crossed a symbolic threshold by briefly surpassing the market capitalization of the Swiss bank UBS. Such an event illustrates the rising power of cryptos against traditional financial institutions. Changpeng Zhao, co-founder of Binance, immediately reacted, calling on banks to "adopt BNB". As the crypto reaches a new all-time high, this statement revives the debate about the integration of native tokens in banking strategies in the era of decentralized finance.

The co-founders of Glassnode predict a new peak for bitcoin, Ethereum and Solana within a month. This announcement contrasts with the prevailing caution and reignites the debate on the strength of the bullish cycle. Between on-chain data and uncertain macroeconomic context, this projection immediately attracted the attention of investors, dividing the community between hope for an imminent record and fear of excess optimism.

Institutional capital is returning strongly to the crypto market. This week, spot Bitcoin ETFs recorded their highest inflows in two months, pushing the total capitalization beyond 4.1 trillion dollars. Such a symbolic threshold reflects a massive renewed interest in cryptos.

This Friday, the bitcoin market faces an extraordinary deadline: $4.3 billion worth of options expire. Such a shift could decide the short-term trajectory of BTC, suspended at the strategic threshold of $113,000. Its crossing or loss could offer buyers an unprecedented leverage... or give control back to sellers.

The latest US inflation figures reignite tensions in the financial markets, and the crypto sector is not immune to this nervousness. Stuck below the $3 mark, XRP struggles to define a clear trend. In a climate where every economic data fuels speculation about the Fed's monetary policy, Ripple's asset moves in a zone of uncertainty. Between hopes for a breakout and risks of correction, pressure is mounting around a threshold that has become strategic.

Less than twenty-four hours after the assassination of Charlie Kirk in Utah, the social network X was overwhelmed with messages calling for revenge and mentioning a civil war. Thousands of posts, often written in identical terms, point to the left as responsible. Faced with this surge, several researchers suspect artificial amplification. Behind these calls for violence, some accounts show characteristics of automated networks.

The speculative momentum around bitcoin clashes with the reality of markets. Driven by the fervor of records and the unexpected support from Donald Trump, several publicly traded companies that based their financial strategy on accumulating BTC are undergoing a severe correction. Their shares sometimes fall below the value of their crypto holdings, exposing the limits of a model relying almost entirely on bitcoin's volatility.

This Wednesday, the publication of a falling PPI for August immediately revived speculation around a Fed rate cut. Bitcoin gained 0.5% within the hour, driven by this signal perceived as favorable to monetary easing. Approaching the FOMC, investors now scrutinize every economic indicator, aware that the slightest variation can trigger a market repositioning.

The showdown between Donald Trump and the American Federal Reserve reaches an unprecedented threshold. On September 9, the federal court suspended the dismissal of Lisa Cook, Fed governor, decided by the American president. A rare decision that highlights the major stake of this conflict: the independence of the central bank against political pressures. Ahead of a strategic meeting on rates, this judicial halt revives the debate on the limits of executive power in conducting monetary policy.

XRP returns to the forefront, boosted by speculation around an ETF. After a long phase of inertia, Ripple's crypto makes a leap by briefly crossing $3, driven by an approval probability estimated at 95% by Bloomberg. This sudden resurgence of activity places XRP back at the center of discussions, between speculative frenzy and questions about the strength of its fundamentals.

As economic tensions intensify between major powers, a dissenting voice challenges the dominant narrative in Washington. According to Boris Kopeikin, chief economist at the Stolypin Institute, the US trade deficit with China is not the result of a BRICS strategy, but rather a structural weakening of the American economy. This interpretation reignites the debate on the root causes of American imbalances in a world undergoing major reconfiguration.

The hierarchy of European sovereign debts has just shifted. On Tuesday, September 9, France borrows at a higher rate than Italy on ten-year bonds. Less than 24 hours after the fall of the Bayrou government, the markets have decided: the French signature is no longer a refuge. This reversal, unprecedented in over a decade, marks a loss of confidence affecting the State's budgetary credibility.