Theme Bitcoin (BTC)

Bitcoin open-source development enters a new phase of oversight. A volunteer red team now uses several Chinese AI models to track flaws in hundreds of projects linked to its ecosystem. The Kimi K3 model, designed by the startup Moonshot AI, plays an important role in this operation. Researchers combine automated analysis capabilities and human expertise to identify risks, then discreetly warn the developers concerned before any detailed technical publication in the crypto ecosystem.

For Andre Cronje, a large part of what the industry continues to call "DeFi" is no longer really so. The founder of Flying Tulip prefers to speak of "on-chain finance" when companies, teams or committees retain intervention power over protocols. What really remains of the promise of decentralization?

Metaplanet borrows at 4% to buy more Bitcoin, but its 43,000 BTC stash is underwater. Unsecured debt? Japan's hottest new craze.

Bitcoin’s July recovery gave Bitget’s Protection Fund a significant lift. The reserve averaged $351 million during the month and peaked at $365.9 million as BTC recovered from June’s correction. The figures highlight a direct consequence of holding a Bitcoin-denominated safety reserve: stronger BTC prices increase its dollar value, while downturns can quickly work in the opposite direction.

The release of US inflation data on August 12 did not provide markets with the much-expected positive signal. Indeed, there is a slowdown in price increases, not forgetting the Fed's reservations about the economic trajectory. Bitcoin investors hesitate to adopt an aggressive accumulation policy. The crypto market thus remains dependent on upcoming economic data and, above all, on how the Federal Reserve chooses to interpret them.

Coldcard lost 130 million dollars to hackers who knew where to look. But the real shocking figure lies elsewhere: 15 billion dollars in bitcoin fled in a rush to safer wallets. And according to Ledger, the attackers' secret weapon wasn't even new. It was AI.

Bitcoin stalls near $64K as Glassnode detects seller exhaustion, but markets still await a decisive breakout signal.

USDT lost nearly 4 billion dollars in market capitalization over 60 days. On paper, this is bad for Bitcoin: fewer stablecoins means less liquidity available to buy. Yet, CryptoQuant also sees a possible seller exhaustion signal. The market lacks fuel, but it might soon lack sellers.

Russia takes a step in its approach to crypto. The central bank has just proposed a framework allowing individuals to access three cryptocurrencies on public markets. The project targets Bitcoin, Ethereum, and USDT, with an annual limit for non-qualified investors. This development marks a regulated crypto market opening, while the authorities want to limit exposure to price fluctuations. The system includes conditions for intermediaries and investors before any operation.

For years, Strategy made "never sell a single satoshi" a true credo. In 2026, this promise shatters. Michael Saylor's company has already recorded more than 102 million dollars in realized losses by repeatedly selling bitcoins below their average purchase price. Behind these sales lies a more complex reality than simple accounting arbitrage: the growing pressure of institutional financing. These sales operations question the robustness of the model defended by the most famous publicly traded bitcoin holder.

BlackRock opens the floodgates on its Bitcoin ETF. Twenty-five million? That was yesterday. Now one million will do. The whales are circling.

Riot Platforms has just changed dimension. The Bitcoin mining giant has signed a 9.1 billion dollar contract over twenty years to supply 191 megawatts to an artificial intelligence laboratory. According to Bloomberg, the client is Anthropic. The agreement especially confirms a rapid transformation of the mining sector, now sought after for its electricity as much as for its bitcoins.

As I indicated in my analysis last week, the bearish scenario on Bitcoin remained the most likely. The market has indeed continued its correction and is now approaching an important technical zone. At the same time, ETF flows remain too timid to speak of a real return of institutional conviction. Finally, on Ondo's side, the euphoria born after the SBI announcement attracted many retail investors, which encourages me to remain patient and disciplined on my entry points.

Will bitcoin benefit from a yen rescue? Arthur Hayes details a mechanism that could reshuffle the crypto market cards.

For years, Strategy embodied a simple conviction: buy bitcoin, again and again. Michael Saylor's company has just broken with this principle. In a document filed Monday, August 10, 2026, with the SEC, it announced having sold 1,690 bitcoins for a net proceeds of $108.6 million, to reorganize part of its debt. This unprecedented turnaround for the world’s largest institutional bitcoin holder reignites the debate on the role of BTC in the financial management of large companies.

The crypto market enters a highly tense week. On Wednesday, August 12, the United States will release its July inflation data. The consensus expects an annual CPI of 3.4%, down from 3.5% previously. A surprise of a few tenths could be enough to shake Bitcoin, Ethereum, and risky assets by abruptly changing expectations around the Fed.

A simple chart published by Michael Saylor is now enough to spark speculation in the bitcoin market. This Sunday, August 9, the executive chairman of Strategy once again fueled expectations by sharing on X his famous tracking of the company’s holdings. Indeed, this almost weekly appointment occurs during a period when Strategy is restructuring its capital and the cryptocurrency price remains under pressure. Enough to rekindle questions about an imminent new BTC purchase.

Three influential analysts believe that bitcoin has found its floor after falling below 60,000 dollars in July. The price returning around 65,000 dollars fuels their optimism. However, market history and the weight of leverage do not yet allow shouting victory.

BIP 110, a temporary soft fork designed to limit non-financial data recorded on Bitcoin, indeed caused a split at block 961,632. But its branch produced only two blocks in eight hours. The network has just reminded us that a rule without miners remains mostly an intention.

Thousands of billions of dollars could converge towards bitcoin over the next decade. This projection, put forward by Matt Hougan, Chief Investment Officer at Bitwise Asset Management, illustrates the acceleration of institutional adoption of cryptos. Far from a mere speculative scenario, the development of ETFs and regulated investment vehicles pushes the largest asset and wealth managers to progressively integrate bitcoin into their allocation strategies. A dynamic that could sustainably redefine the valuation outlook of the crypto market.

Bitcoin has reached block 961,632, opening the mandatory signaling window of BIP 110. Yet, miner support remains below 3%, far from the 55% threshold required for activation. What happens next will depend on the ability of node operators to enforce their own rules.

Is Bitcoin switching to pure speculation? On Binance, futures contracts weigh eight times more than the spot market, revealing a market dominated by leverage. A worrying or inevitable development?

The regulatory ambitions of the American crypto industry have just suffered a serious setback. In Congress, political divisions have blocked the review of a bill meant to lay the foundations for the first real federal framework for the crypto market. This setback occurs as banks, asset managers, and companies in the sector demand clear rules to accelerate their investments. Faced with this paralysis, the great figures of the ecosystem reignite a fundamental debate: does bitcoin really need a political framework to continue its development, or does its strength lie precisely in its independence?

Bitcoin, the great sage, is about to tear itself apart. Miners turn a deaf ear, developers brandish the axe. Is a split inevitable? Hold onto your hats.

Institutional capital continues to flow into cryptos despite volatility that keeps retail investors on the defensive. On Thursday, ETFs backed by bitcoin and Ether recorded more than $220 million in net flows, confirming the intact appetite of traditional finance for these assets. Once again, BlackRock concentrates the bulk of subscriptions and strengthens its role as the main driver of this momentum in the crypto ETF market.

Washington sanctioned Shelbit and Aban Tether on August 7, 2026, accusing the two crypto platforms of supporting financial networks linked to Iran. Behind these little-known names lies a network of companies, online betting, and wallets associated with the Revolutionary Guards.

The crypto market was hoping for a strong signal from Washington, but it will have to wait. The postponement of discussions in the U.S. Congress on several crypto-related texts has halted investor momentum, leaving Bitcoin unable to break through its key resistance levels. This setback reminds us how much U.S. political decisions continue to dictate the pace of the markets. In an environment already marked by macroeconomic uncertainties, every legislative delay now feeds into wait-and-see attitudes and postpones hopes for a new bullish catalyst.

Coldcard, Bitcoin's safest vault, turned into a sieve. Result: $100 million gone and a million addresses fleeing. Self-custody has some kinks to iron out.