Diplômé de Sciences Po Toulouse et titulaire d'une certification consultant blockchain délivrée par Alyra, j'ai rejoint l'aventure Cointribune en 2019. Convaincu du potentiel de la blockchain pour transformer de nombreux secteurs de l'économie, j'ai pris l'engagement de sensibiliser et d'informer le grand public sur cet écosystème en constante évolution. Mon objectif est de permettre à chacun de mieux comprendre la blockchain et de saisir les opportunités qu'elle offre. Je m'efforce chaque jour de fournir une analyse objective de l'actualité, de décrypter les tendances du marché, de relayer les dernières innovations technologiques et de mettre en perspective les enjeux économiques et sociétaux de cette révolution en marche.
Bitcoin fell below 69000 dollars after a new wave of liquidations, while Ether broke the 2000 dollar mark. However, the main danger no longer comes only from leverage. ETFs are emptying and the supply of stablecoins is decreasing, depriving the market of the necessary capital to absorb sales.
The sentiment around bitcoin, Ether and XRP has fallen into bearish territory, fueling hopes of a countertrend rebound. However, the fear observed on social media does not prove that sales are over: the real signal will come from the return of spot demand.
BitMine lost 6.31 billion dollars in its 2026 fiscal year despite the surge in its staking revenues. Behind this largely accounting loss appears a structural weakness. An annual return of a few percent is not enough to protect a crypto treasury when Ether drops by 44%.
MSCI will remove Strategy from its global indices after the close on November 30, a decision likely to trigger several billion dollars in stock sales. However, the risk does not lie in an immediate sale of the company's bitcoins. The exclusion mainly threatens the financing circuit that allows it to accumulate them.
Bitcoin could end 2026 in the red after already losing 6.34% in 2025, a sequence never observed since its creation. However, this historic first does not mean the market is going through its worst winter. It mostly shows that the old four-year cycle is gradually fading in favor of a bitcoin more influenced by rates, ETFs, and Wall Street.
American bitcoin ETFs recorded $95 million in withdrawals on November 10, their fourth consecutive negative session. However, the movement does not reflect a uniform flight: sales are mainly concentrated in the most liquid funds, while several products remain stable and Morgan Stanley's product continues to attract capital.
Bitcoin may not need to wait for central banks to officially cut their rates to regain a more favorable environment. According to Binance Research, BTC reacts more to a slowdown in global monetary tightening than to the absolute level of rates, which could allow it to anticipate the next cycle change.
Bitcoin fell back below $74,000 as liquidations continue to hit long positions. The $72,000 level now attracts attention, not because traders all consider it a certain target, but because the accumulation of put options can modify professional hedges and amplify upcoming moves.
XRP lost nearly 7% in twenty-four hours and struggles around $1.10, but the decline is not explained solely by a new wave of sales. Binance data mainly shows a lack of sufficiently aggressive buyers to absorb the supply, while U.S. XRP ETFs no longer provide the support previously observed.
Bitcoin only lost about 6% after the $6.3 billion hack suffered by Binance, a much more limited reaction than during previous crises. For Fitch Ratings, this resilience reflects greater market maturity, but it mainly reveals an evolution of risk: the failure of a platform threatens the global price less while still directly exposing its clients and creditors.
Bitcoin closed below its 50-week moving average after holding it for seven consecutive weeks. This break weakens the scenario of a sustainable recovery, but the billion-dollar long liquidations blur the signal. Part of the decline results from forced deleveraging rather than voluntary selling.
Bitcoin plunged below 74,000 dollars before quickly erasing part of its losses, after two news items concerning Nvidia and Iran. More than just an episode of volatility, this movement shows that crypto now serves as a leading market when Wall Street is closed, even if it means sharply revising its initial verdict a few hours later.
Global gold demand reached $188 billion in the third quarter, while the metal remains well below its January peak. This paradox does not reflect a general rush. Central banks and ETFs are buying more, while individuals reduce their physical purchases.
Vitalik Buterin no longer wants the value of ETH to depend mainly on the fees burned by Ethereum. His reasoning resolves a contradiction that has become central: the network cannot simultaneously make its transactions cheaper and rely on high fees to support the token's scarcity.
The official Shibarium account has not posted anything since July 13, 2026, while the network is going through a technical rebuilding phase. This absence does not prove the blockchain's abandonment, but it deprives its users of a reliable channel at a time when the explorer remains partially indexed and activity slows down.