Getting informed

Ethereum’s rally pushes Ether’s growth to nearly 60.6% since July 1st. Only the third quarter of 2025 performed better, yet the ranking remains provisional until September 30th.

BNB Chain proclaims its top global position in RWA growth with +3.6 billion dollars in 2026. Impressive figure on paper. But on the same day, DeFiLlama shows Solana regaining the lead in crypto application revenues and DEX volume, far ahead. Two rankings, one real question: who generates the activity?

Revolut no longer just integrates cryptocurrencies into its banking app. With the launch of EURR, the development of Revolut X, and its new regulatory approaches, the fintech is building a much broader crypto offering. Maxim Krasnov, founder of Construct.tech, analyzes this evolution as a rapprochement between banking and digital assets. His analysis notably highlights the role of Bridge, a company owned by Stripe, in the issuance of the stablecoin. This strategy now extends to several markets and various uses.

The inclusive growth of the BRICS could allow emerging countries and their populations to benefit optimally from the global economy. Such an ambition goes beyond wealth redistribution, however the commitments made in New Delhi remain difficult to measure.

Trump is promising American adults $5,000, a plan Pompliano says could boost bitcoin despite major questions over how it would be funded.

North Korea is expanding its infiltration system of American companies. According to an NBC investigation, IT workers based notably in Iran and Lebanon are recruited to attend interviews on behalf of North Korean operators. Some reportedly received 500 dollars per month in crypto to play the "interview associates" role. Once the contract is secured, the position can be taken over by a worker linked to Pyongyang. American authorities had already documented the increasing use of third parties to bypass recruitment controls.

After a 24% gain in two weeks, BTC stopped its progression and currently stagnates around 77000 dollars. According to CryptoQuant, the momentum remains bullish; however, its confirmation depends on a precise threshold: 81700 dollars, the level of the 365-day moving average. However, before reaching it, the market must still absorb a significant concentration of supply. And beyond that, two new resistances already await bitcoin at 83600 and 88700 dollars.

American Bitcoin ETFs recorded a fourth consecutive day of net outflows on Friday, September 11, with $13.29M withdrawn. In contrast, ether ETFs attracted $216.41M and mark a fourth positive week. Institutional investors therefore still seem present in the crypto market, but their interest is shifting.

The crypto market enters a new phase of uncertainty as Goldman Sachs revises its monetary scenario. The American bank now forecasts a Fed rate hike next week, following stronger-than-expected core inflation in August. This change comes as bitcoin trades below $80,000. Investors have adjusted their expectations, with the probability of a hike now approaching 90%. The September decision could impact market reactions.

Anthropic's IPO is expected to welcome Nvidia as a lead investor for up to 10 billion dollars. Indeed, the designer of Claude could seek up to 100 billion dollars, however these amounts remain under discussion and neither company has confirmed them.

Shiba Inu crosses a new threshold in the crypto ecosystem. SHIB is now associated with around 1.84 million addresses on Ethereum and Shibarium, according to a ShibWallet snapshot shared by Mazrael, a long-standing community member. Ethereum alone concentrates about 1.689 million holder addresses. This total broadens the measure of SHIB adoption, even if it does not correspond to 1.84 million different people.

Wealth managers are preparing to increase their crypto exposure as ETPs gradually make digital assets easier to access through traditional investment channels.

3.56 million dollars worth of LAPTOP have just gone up in smoke. Two mentions, those of Eric Trump and Beeple, were enough to validate the first two political bets of Hunter Biden's anti-Trump memecoin, burning 10 million tokens while the crypto token already collapses 99.8% since its launch.

Ethereum still aims for October 6 at 13:53 UTC to activate Glamsterdam on the Sepolia testnet. The date now appears as the next milestone on Ethereum's official roadmap. But it remains fragile: Glamsterdam has not yet completed any full run on a stable private devnet, and several bugs must be fixed before exposing the update to Sepolia. The mainnet is still planned for the fourth quarter of 2026, with no confirmed date.

OpenAI seeks a legal answer to an unusual question: can several AI giants jointly decide to slow down the development of their models without violating U.S. antitrust law? According to WIRED, the company has questioned members of Congress in recent weeks. The move follows a call from its chief scientist, Jakub Pachocki, for coordinated slowdowns when safeguards no longer keep pace with model capabilities. OpenAI has not announced a pause. It first wants to know if coordination with its competitors would be legal.

The local currencies of the BRICS already allow Russia to settle 90% of its transactions with its alliance partners, according to the Kremlin. However, this figure neither represents a collective goal nor a promise by all member countries to abandon the dollar.

Binance now holds more than 693,000 bitcoins, a level unseen in two years. Since the end of April, its balance increased by 77,000 BTC, while bitcoin struggles to stay above 80,000 dollars. On the world's largest crypto platform, these reserves remain potentially available for sale.

The cryptocurrency market remembers the sharp drop of BTC below 58,000 dollars in July. However, on-chain data shows a much weaker reaction than expected after this dip. This discretion of buyers now raises a central question: did this level really represent a durable floor? The HODL Waves indicator provides precise insight into recent supply movements. Its evolution mainly suggests slow accumulation, very different from the reactions observed at previous cycle lows.

The price of Ether jumped 7.46% to 2619 dollars following the release of data on US inflation. Tom Lee mentions the probable start of a "brutal rally", however his projection more broadly concerns risky assets and does not set any specific target for ETH.

Zcash mining currently yields much more per unit of electricity than Bitcoin mining. At the beginning of September, an Antminer Z15 Pro generated about 708 dollars in gross revenue per megawatt-hour consumed, compared to 179 dollars for an Antminer S23 Pro dedicated to BTC. The ratio therefore approaches 4 to 1. This figure does not correspond to net profit: electricity, hosting, maintenance, and depreciation still need to be paid. But it is enough to explain why new miners are now looking much more closely at Zcash.

The Liquid network is going through a stage of its security incident. After the withdrawal of thousands of bitcoins, Blockstream now refuses all ransom demands. The company states it wants to recover the remaining funds without paying a financial reward. It plans to work with law enforcement, exchange platforms, and digital forensic experts. Liquid has resumed its block production but keeps bitcoin transfers suspended.

France's 10-year debt now yields more than 4.3%, an unprecedented level since the 2008 financial crisis. This increase does not automatically revalue all state borrowings, but it progressively weighs on their refinancing.

A whale opened a long position of 911.55 BTC (70 million dollars) with a 40x leverage on Hyperliquid, less than 1% from its liquidation price. Meanwhile, Michael Saylor posts a minimalist tweet: "Just buy Bitcoin." Between extreme speculation and long-term strategy, here are the two faces of the crypto market.

The price of the crypto XRP gained nearly 70% before its weekly Super Trend turned green on August 17. This signal remains positive, however its three previous appearances were followed by corrections ranging from 32% to 56%.

SBF is taking his case to the Supreme Court, seeking a new trial and challenging his conviction and $11 billion forfeiture.

Bitwise will close BWOW, its Dogecoin ETF launched at the end of November 2025. The fund held only about 688,000 dollars in net assets as of September 9, according to data cited by Cointelegraph. Its last session on the NYSE Arca is scheduled for October 14, then the remaining investors will be reimbursed in cash around October 22. Less than eleven months were therefore enough to end this crypto experiment.

The links between crypto and traditional finance are becoming significant enough to attract more attention from the European regulator. In its risk monitoring report published on September 10, ESMA calls for close monitoring of this interconnection. Tokenized stocks, DeFi and prediction markets are directly cited. The regulator does not yet speak of an established systemic risk, but rather new channels capable of transmitting a crypto shock to the rest of the financial markets.

Liquid Network has resumed producing blocks after the attack that allowed the creation of nearly 4,000 LBTC not backed by bitcoins. The network is operational again, but users must still wait before they can make transactions or convert their BTC into L-BTC.