Theme Geopolitics

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

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.

BRICS+ bloc nations would hold more than 6000 tons of gold, or 17.4% of official global reserves, according to an assessment by EBC Financial Group. China and Russia might concentrate about three-quarters of this stock. In a separate analysis, UBS projects the ounce to reach 5200 dollars by June 2027. These figures explain the growing interest in the yellow metal, however, they do not allow for a direct relationship to be established between BRICS+ acquisitions and the projection from the Swiss financial institution.

Disagreements between the United States and Iran suddenly take on a new dimension. Washington has launched its "economic D-Day" against Tehran, with a massive strengthening of secondary sanctions on international financial flows. This campaign by the U.S. administration now threatens liquidity circuits. Moreover, it puts pressure on actors using alternative transfer systems. Between sanctions, compliance constraints, and risks of financial disruptions, the crypto universe is directly exposed.

The greenback is increasingly losing ground within the BRICS alliance. Indeed, the use of local currencies in various commercial exchanges is now intensifying among the member states of the bloc. The reduction of their dependence on the dollar as well as the related costs of cross-border payments are the objectives thus set. This revolution then constitutes a new phase in the struggle for monetary sovereignty, while the US administration tries to safeguard the international power of its currency. The BRICS are gradually reshaping the global financial power relations, between dedollarization, sovereign digital currencies, and the American response.

The bitcoin market regains some momentum as tensions between Washington and Tehran dominate trading. BTC/USD surpassed 64,000 dollars, with a daily gain of more than 2%. Meanwhile, US stocks fell and gold accelerated, strengthening the divergence between major markets. This development comes as investors also watch derivatives, where funding rates signal a forceful long positioning in the markets.

Gold has just crossed a threshold that draws all attention. Above 4,400 dollars an ounce, the precious metal benefits from a particularly favorable cocktail: weakness in the US employment market, anticipation of a more flexible monetary policy, and continued purchases from China. Added to these factors are geopolitical tensions and the rise in oil prices, which revive inflation fears. Faced with economic and monetary uncertainties, investors and central banks are strengthening their exposure to gold.

Money transfers between countries remain a central topic for the BRICS. In Mumbai, the Governor of the Reserve Bank of India, Sanjay Malhotra, indicated that several avenues are being studied to facilitate these operations. Among them is the connection of CBDCs and fast payment systems. Discussions are still in their early stages. The main goal concerns mainly the reduction of costs. This reflection comes as India also seeks to strengthen the international use of its national currency.

The BRICS face a decisive summit in an unprecedented climate of tension. Gathered in New Delhi on September 12 and 13, 2026, the ten members of the bloc must present a common vision on strategic issues such as dedollarization and economic cooperation. The exercise promises to be delicate. Territorial rivalries between some partners, combined with commercial pressures from Washington, weaken the image of a united front. This meeting will determine whether the BRICS can still turn their ambitions into a real alternative to the dollar-dominated financial system.

While the crypto market struggles to find a clear direction, China is quietly accelerating its strategy on a completely different front. The People's Bank of China (PBOC) has once again increased its gold reserves, confirming a policy of accumulation carried out for several months. This choice reflects Beijing's desire to strengthen its financial autonomy in an environment marked by geopolitical tensions, monetary uncertainties, and the questioning of the global economic order.

The yen experienced a strong rebound after a coordinated intervention by the United States and Japan in the foreign exchange market. This development quickly caught investors' attention, as a strengthening of the Japanese currency had already caused strong shocks to bitcoin in 2024. However, the most recent data shows a different situation. The evolution of the correlation between the two assets now suggests that the strength of the US dollar could play a more important role.

Markets will ultimately not get the hoped-for respite. As the temporary tariffs implemented 150 days ago expired, Donald Trump chose to revive the trade war by announcing, this Friday, a new wave of taxes targeting about sixty economies. Presented as a response to forced labor in certain supply chains, this offensive goes far beyond trade. It reignites tensions between the United States, China and the European Union, while fueling a new phase of volatility in financial markets and alternative assets.

The European Union takes a new step in its offensive against Russia. Member states have approved a new set of sanctions directly targeting crypto and Web3 services, previously considered alternatives to traditional banking restrictions. By tightening access to these digital infrastructures, Brussels aims to reduce opportunities to circumvent economic sanctions imposed on Moscow. A decision that marks a turning point in the use of financial diplomacy against cryptos.

On Monday, July 13, 2026, a flash crash wiped out 2.5 trillion yuan in 15 minutes at the Shanghai Stock Exchange, pushing Beijing to offload its US Treasury bonds to save the yuan. Triggered by US strikes in Iran, this stock market crisis exposes the systemic vulnerability of traditional markets to energy shocks.

The British political scene is going through a new zone of turbulence following the announcement of Nigel Farage's resignation from his Clacton MP mandate. This decision comes as several revelations concern donations and gifts received from personalities linked to the crypto sector. The affair is accompanied by parliamentary investigations and revives questions about the ties between political leaders and digital finance. At the same time, the person concerned claims to have respected the law and wishes to let voters decide his political future in a by-election.

American strikes against Iranian nuclear facilities have brought geopolitical risk back to the heart of financial markets. In just a few hours, oil soared, investors turned to assets deemed safest, and cryptos once again revealed their sensitivity to international tensions. This resumption of hostilities raises a central question: facing a major military crisis, can bitcoin compete with traditional safe havens, or does it remain a risky asset like the others?

While Trump sells us the crypto cold war against the Chinese, his personal piggy bank soars, leaving his most loyal supporters in the lurch.

Anthropic turned Claude into a snitch to track down Chinese users. Alibaba fires back with a ban. The AI war invades the code, and developers are left holding the bag.

The global economic war has just crossed a critical threshold where legal sovereignty clashes directly with the very infrastructure of globalized finance. While Western sanctions seek to freeze the capital of States deemed hostile, the response of the targeted nations now shifts to the international judicial arena, threatening to paralyze the traditional mechanisms of settlement-delivery and securities custody. This conflict of sovereignties illustrates the systemic fragility of a centralized financial model, increasingly exposed to major geopolitical risks.

Bolivia changes its monetary strategy after fifteen years of artificial stability. The country abandons its fixed peg to the dollar due to the decline of its reserves and economic pressure. This decision also revives the debate around financial alternatives like Bitcoin, as cryptocurrencies advance in economies facing currency tensions. The new exchange rate regime marks a new stage for the boliviano and transforms the country's monetary environment.

The growing entanglement of national security, technological supply chains and financial sovereignty is profoundly changing global macroeconomic balances. Financial markets and the crypto ecosystem were beginning to observe signs of institutional stabilization when a major diplomatic rupture just occurred. On Monday, June 22, China officially ended the trade truce by announcing massive sanctions against dozens of American companies linked to the strategic sectors of defense and rare earths. Beijing's offensive revives economic hostilities with Washington and threatens to strangle high-tech industries that depend on these essential raw materials for advanced infrastructures.

Global financial markets hate geopolitical uncertainty, but they react with crucial speed as soon as a glimmer of stability appears on the horizon. With Donald Trump's signing of a key agreement reopening the Strait of Hormuz, we are witnessing one of those decisive moments that can transform the global map of capital movements. The conflict triggered on February 28 by the US-Israeli offensive, which had frozen the real economy and plunged investors into rigorous wait-and-see, was followed by this highly strategic agreement between the United States and Iran.

While Trump plays the tough guy, BlackRock senses trouble. Oil, inflation, bitcoin: the trilogy that can blow everything up.

Gold was supposed to shine under the bombs, silver was supposed to play the bodyguard. Failed: the Fed comes out with its club, markets sell everything, and bitcoin also takes a hit.

More than 80 countries are now seeking to reduce their dependence on the US dollar, a movement gaining unprecedented momentum under the impetus of the BRICS. Between trade settlements in yuan, rupee, or ruble and the multiplication of bilateral monetary agreements, several major economies are accelerating their transition towards alternatives to the greenback. As the expanded BRICS bloc gains influence on global trade, this dynamic is gradually reshaping international financial balances and fueling questions about the future of dollar dominance.

At the end of May 2026, the FBI seized 303 gold bars worth about 40 million dollars at the home of David Rush, a former senior CIA official. Donald Trump took the opportunity to publicly renew his call for a physical audit of U.S. gold reserves. Is the world's most famous vault really full?

The unexpected postponement of the presidential decree on artificial intelligence revives the debate in Washington. Trump suspended the signing ceremony after judging that some measures could slow down the American lead. In a context of technological rivalry with China, the White House is seeking a balance between national security, industrial innovation, and international competitiveness, according to the American president.