Enseignante et ingénieure IT, Lydie découvre le Bitcoin en 2022 et plonge dans l’univers des cryptomonnaies. Elle vulgarise des sujets complexes, décrypte les enjeux du Web3 et défend une vision d’un futur numérique ouvert, inclusif et décentralisé.
Polymarket changes an essential part of its crypto infrastructure. The platform deploys Protocol V2, a new smart contract architecture intended to gradually replace a system based on code dating back to 2019. pUSD becomes the sole collateral, several types of markets can operate on the same exchange, and a future expansion beyond Polygon is already planned. Initial tests are underway.
Kenya now uses Avalanche to secure over 30 million academic records. The Kenya National Examinations Council, responsible for national exams, relies on crypto blockchain to make certificates verifiable and much harder to forge. A verification that could take several weeks, even several months in some cases, can now be done much faster.
Strategy continues buying Bitcoin. Michael Saylor's company has just acquired an additional 334 BTC for 28.7 million dollars, bringing its total reserve to exactly 848,000 BTC. The average price of the last purchase reached 85,838.80 dollars. In total, the company has now devoted nearly 63.97 billion dollars to its immense Bitcoin treasury.
Polymarket attracts millions of crypto traders, but the majority do not come out ahead. Galaxy analyzed 2.9 million accounts considered retail on the international platform. Result: 69.2% end below their break-even point. Together, they accumulate $338.9 million in losses. Automated accounts show $246.8 million in gains.
Bitcoin miners earned about 1.12 billion dollars in September, their best month since January. The BTC rally supported revenues while network difficulty barely moved in its last adjustment. It decreased by only 0.03%, to 132.72 trillion. After several difficult months, conditions are becoming a bit less tense for operators.
Charles Hoskinson believes that crypto has just entered a phase of exponential growth. During a speech at the United Nations, the Cardano founder compared blockchain to the Internet and artificial intelligence, two technologies whose adoption accelerated after slower starts. His most concrete example: tokenized stocks, which rose from about 600 million to 3 billion dollars.
A fake WhatsApp message, a voice cloned by artificial intelligence, and 95 million euros transferred abroad. This is the scenario of the scam that hit Fideuram, the private banking subsidiary of the Italian giant Intesa Sanpaolo. A large part of the money has since been recovered or frozen. At least 36 million euros, however, were converted to crypto and remain at the center of an international investigation.
Cardano ended September with an increase of about 23%, but some large crypto investors are beginning to lighten their positions. Since September 20, whales have reportedly sold nearly 90 million ADA, about 22.5 million dollars. At the same time, open interest on futures contracts has declined by 9%. After the rally, the market is therefore much more cautious.
American Bitcoin ETFs have just broken a streak of nine consecutive sessions of inflows. On September 30, the funds recorded 148.7 million dollars in net outflows. Fidelity accounts for most of the withdrawals with 125.6 million dollars. The reversal comes after a sequence that attracted over 3 billion dollars to Bitcoin in less than two weeks.
OpenAI is already preparing a new massive financial operation. The company is reportedly looking to raise at least $30 billion from investors, with a target valuation close to $1.4 trillion. This amount mainly shows how costly the AI race has become. Between data centers, chips, and computing power, financial needs continue to explode.
China tackles an old reputation of crypto. For its Ministry of State Security, using Bitcoin or other digital assets is not enough to disappear from the radars. Public transactions remain on the blockchain, exchanges often know their customers, and conversions to traditional currency can leave new traces. Beijing talks about fraud, money laundering, ransoms, and even espionage. The observation holds quite well for Bitcoin. For all crypto, it is already less simple.
Bitcoin broke below 83,000 dollars on Monday after having again approached 85,000 dollars over the weekend. BTC dropped to about 82,700 dollars on some marketplaces, erasing a new part of its September rally. Nasdaq futures are also declining while oil prices are rising again. Tensions between Washington and Tehran return to the forefront.
Bitcoin and the US dollar rise simultaneously. Since early August, BTC has gone from around 63,000 dollars to nearly 87,000 dollars before returning to about 84,600 dollars. However, the DXY also follows an upward slope. Falling to around 98.4 in early September, the dollar index now trades above 101. An unusual situation for two assets whose movements have often been opposite.
Binance puts 100 million dollars on Circle and gives a serious boost to USDC. The exchange acquired 1.237 million shares of the stablecoin issuer at 80.84 dollars each, while signing a new five-year business agreement. The goal is to further push USDC on Binance, especially in emerging markets where Tether maintains a considerable lead with USDT.
Bitcoin is often presented as "digital gold." In institutional portfolios, its classification is sometimes quite different. A Bitwise survey conducted among 15 major institutions shows that several still place their crypto investments in pockets dedicated to technology, innovation, or venture capital. Yet Bitcoin remains the common asset among all respondents exposed to cryptocurrencies. Allocations range from 0.5% to 13% of investable assets, with a majority between 1% and 2%.