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The US trade deficit reached 88.6 billion dollars in July, a high since March 2025. Indeed, the gap evolved by 24.4% in thirty days despite the tariffs established by Donald Trump. This increase comes both from a rebound in imports and a decline in exports. Moreover, investments in artificial intelligence justify a significant part of the movement, as American companies acquired more computers, computer accessories, and semiconductors abroad.

Bitcoin has now surpassed 78,900 dollars after Wednesday's drop. BTC trades around 78,800 dollars, with a rise of more than 2% during the day. The movement also benefits several altcoins. Arbitrum continues its rally and PONS recorded a new high above 0.50 dollar. The dollar declines in parallel and gives some breathing room back to risky assets.

The world's largest crypto event returns to Marina Bay Sands on 7-8 October 2026. What sets this edition apart: with the Dubai edition pushed back to April 2027, TOKEN2049 Singapore is the brand's only major gathering this year. That packs an entire industry's attention, and likely a wave of announcements, into two days. Cointribune is a partner of the edition, with a discount code to match.

Bitcoin and gold have rarely moved so often in the same direction. Their 90-day correlation reached its highest level since 2020, according to Bitwise. This convergence comes as investors turn away from long-term U.S. bonds, pushing the 10-year Treasury yield up to around 4.8%.

Usually, the month of September is a risky period for crypto investments. Historically, Bitcoin shows its weakest monthly performance during this period, while central bank decisions can intensify volatility. This year's context adds many uncertainties, including a probable rate hike in the United States. Despite these threats, three cryptos still have strong arguments to get through the month. These are Bitcoin, Ethereum, and Solana.

Strategy sold 6,916 bitcoins at an average price of about 62,200 dollars between late June and mid-August. A few weeks later, the company bought back 4,603 at 80,318 dollars each. An operation that looks like a classic "sell low, buy high." Its CEO Phong Le does not regret anything: the Bitcoin price was not the priority. The balance sheet needed to be strengthened first.

The Department of Justice announces a new operation against Hamas's financial circuits. Authorities report having seized $560,000 in cryptocurrency and taking control of domains and servers used to collect funds. This intervention is based on several warrants dating back to 2025 and 2026. Investigators traced addresses used to receive donations, notably through encrypted exchanges and a dedicated site. Crypto is at the center of this financial investigation.

After reaching a peak at the end of 2025, the computing power that secures the Bitcoin network is experiencing an unusual decline. Rapha Zagury, CEO of Twenty One Capital, calls this situation the first "bear market of the hashrate." This decline mainly reflects the deterioration of mining profitability. However, the phenomenon is amplified by artificial intelligence, as many operators are now dedicating their energy infrastructures to long-term computing contracts.

After the drone attack in Leipzig, Germany, the EU tightens its sanctions against Russia. 14 crypto platforms already targeted.

Adam Back, a living Bitcoin legend, puts another €7.6 million on the table for Capital B. The goal: 3,521 BTC. The catch? Shareholders could get burned by dilution. That's the name of the game.

The dismantling of Sality ends a long cryptocurrency hijacking operation. This botnet, active since 2003, spent its last eight years stealing bitcoins and Ethers. Its method relied on a simple technique: modifying wallet addresses copied on infected machines. CrowdStrike and the U.S. Department of Justice coordinated the operation. This globally conducted operation isolated more than 15,000 machines across several regions of the world. The crypto phenomenon was at the heart of this activity.

Grayscale, a16z and the Crypto Council for Innovation ask the SEC not to automatically tighten the rules for the new generation of ETFs. The crypto sector especially refuses that Bitcoin, Ethereum or other digital assets be placed in the same category as private asset funds, leveraged strategies or event contracts. The three organizations want faster reviews tailored to the real risk of each product.

The GPU shortage succeeded where no manifesto had. It turned "decentralized AI", until recently just a slogan, into a real market. High-end accelerators have been out of stock for months, with lead times stretching past a year, and that scarcity pushed developers toward networks that pool idle hardware from around the world. Except the label "decentralized AI platform" now covers very different realities, and confusing them is the surest way to pick the wrong one. Renting a GPU is not the same as training a model. Scoring machine-learning outputs is not hosting an unrestricted LLM. This guide sorts the main players of 2026 by what they actually do, weighs the strengths and blind spots of each, and sets an outsider, Qubic, against the rest: the only network on this list where mining itself trains neural networks. No investment advice follows, only a map of the landscape.

Since August 7, the price of gold touched its lowest level before rebounding around 4331 dollars per ounce. The conflict between the United States and Iran could not support the safe haven. It caused oil prices to rise, consolidated inflation fears, and increased the likelihood of a US rate hike. The evolution of the dollar and bond yields thus weighs more on the precious metal than the search for security.

Hut 8 is transforming its Bitcoin-based infrastructures into machines for AI. Its Beacon Point campus in Texas now shows 704 MW of leased capacity for a base contract value of 19.6 billion dollars. Behind the setup are two giants: Nvidia would hold the site lease, while Anthropic has just signed a 35 billion contract with Lambda to use part of this power.

Net inflows have been recorded in US XRP ETFs for eleven consecutive sessions. This streak, starting on August 18, brought them nearly 170 million dollars and raised their cumulative flows to 1.68 billion since their launch. Meanwhile, Q2 publications position Goldman Sachs as the leading known institutional investor. However, these two statistics do not cover the same period and do not allow linking recent flows to the American bank.

Privacy-focused cryptos widely outperformed the market in August. Zcash (ZEC) climbed 82%, driven by the launch of Grayscale's spot ZCSH ETF on NYSE Arca. Monero (XMR), on the other hand, rose 40%, thanks to the arrival of native swaps on THORChain v3.20. And the momentum does not stop there: several more discreet privacy coins are also benefiting, even though regulatory pressure remains strong.

Bitcoin started September below 78000 dollars after a 25% rise in August, its best monthly performance since November 2024. Indeed, this entry into the month called "Rektember" revives an unfavorable seasonality. Bitcoin loses on average about 3% in September since 2013. In 2026, the main risk however does not come from the calendar but from the Federal Reserve. Markets now anticipate a possible rate increase starting September 16.

Hacking, phishing, or just a bug? X investigates an unprecedented wave targeting the platform's most followed crypto accounts. The details.

The digital assets market is seeing an emerging strategy linked to stocks: token buybacks. Since January, crypto groups have dedicated nearly $640 million to their own assets, according to Allium Labs data. Hyperliquid and pump.fun account for nearly 90% of the recorded amounts. For the projects involved, these operations aim to reduce the available supply and strengthen the connection between activity, revenue, and token value.

A nostalgic tweet, a power transfer worth 4,600 billion dollars, and a silence that says a lot about crypto. John Ternus officially takes the helm of Apple this Tuesday. Between a keynote within eight days, the OpenAI lawsuit, and a complete lack of position on bitcoin, the new boss has no time to catch his breath.

In my previous analysis, I was quite clear: Bitcoin was not bullish yet unless it was able to reclaim and decisively break above the $67,000 area.

That cheeky Bitcoin just served up its best August in nine years with a solid 25% run, giving exhausted crypto holders a rare summer win while everyone eyes the September trap.

The balance of power between centralized and decentralized platforms has reached a new milestone. In July 2026, DEX spot volume equaled nearly 24% of CEX volume, the highest since tracking began in 2019. The number is real. Its interpretation deserves a closer look: this record owes as much to the retreat of centralized platforms as to the strength of DEXs, and it lands at the worst possible time for European traders, in the middle of a regulatory shift.

Bitcoin treasury companies face a new debate around inclusion criteria in major indices. Saylor and Strategy contest an MSCI proposal targeting certain companies considered nonoperational. The group believes this filter could exclude several digital asset-related stocks. However, the cost of this decision goes beyond the companies concerned, as billions of dollars in capital could be affected. The MSCI consultation remains open until September 30 before a decision is expected in October.

The exchange Binance recorded 15.7 billion dollars in net asset inflows during August. This is a record according to Binance Research. Indeed, the exchange platform attracted more than 75% of the positive flows recorded by the main centralized exchanges. This trend coincides with a monthly increase of over 20% in bitcoin. However, it does not mean that 15.7 billion dollars were automatically used to acquire BTC. Deposits consider various cryptos and correspond to different strategies.

The number of addresses holding at least one million dollars in bitcoins increased by 10.4% during the month of August. According to available statistics, it rose from 111846 to 123482. This increase accompanies the monthly rebound of more than 20% of BTC. However, it does not mean that 11636 people became millionaires, because an address does not necessarily equate to a single investor.

OpenSea puts Solana NFTs back at the center of its crypto strategy more than four years after a first failed attempt. The marketplace will again allow buying, selling and trading Solana collections. The launch was not yet active at the August 31 announcement, but OpenSea plans to open it this week. Mad Lads, Claynosaurz and several other collections should be available from the start.