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When Washington argues, crypto collapses! Between shutdown threats, a thunderous Trump and triumphant gold, bitcoin discovers it is not truly a golden refuge.

In five days, spot Bitcoin ETFs lost $1.72 billion. A sharp drop shaking an already tense market, undermined by an extreme fear sentiment. The Crypto Fear & Greed Index confirms this persistent distrust, while cautious investors seem to be massively withdrawing their positions. This movement, more than a simple technical pullback, raises questions about the current confidence in bitcoin-related products.

The specter of a shutdown looms again over Washington, and this time, the alert comes from predictive markets. On Polymarket, bets on a closure of the US government are exploding, revealing growing distrust in the political deadlock. As Democrats and Republicans clash over the budget, signals multiply: the deadlock seems near.

GameStop moved all its treasury in bitcoin, that is 4,710 BTC valued at over 422 million dollars, to Coinbase Prime. This massive transfer, spotted by CryptoQuant, could signal an imminent sale. For a company that became a symbol of finance for individuals since the Reddit saga, this strategic shift is surprising. Indeed, GameStop had until now displayed a firm position on bitcoin, inherited from its dealings with Michael Saylor. Should this be seen as a discreet disavowal of the crypto bet?

Can a simple meme trigger a frenzy in the crypto market? That's exactly what a White House post showing a penguin alongside the US president caused. Within hours, the memecoin PENGUIN, unknown the day before, soared in value by more than 350 times. With no announcement, no news, this Solana token attracted a massive speculative wave, illustrating once again how the attention economy brutally reshapes market dynamics.

While US markets showed mixed signals this Friday, another trend emerged on the sidelines of major indices: the strong rise of shares linked to bitcoin mining. This contrast with the Nasdaq’s dynamic and the Dow’s decline raises questions about a possible repositioning of investors towards crypto-correlated assets, ahead of key economic decisions. A careful reading of these movements reveals much more than a simple technical variation.

UBS Group AG is preparing a move that could bring crypto investing into its private banking business. Plans are taking shape to give selected high-net-worth clients access to digital assets, marking a shift in how the Swiss bank approaches the sector. The effort reflects growing client demand, ongoing regulatory review, and UBS’s wider push into blockchain-based finance.

In 2025, bitcoin was not content to be just a store of value. It established itself as a central tool in digital payments. According to a Coingate report, it dominates the market again with 22.1% of transactions, driven by increasing adoption by businesses. This renewed interest marks a strategic turning point. Crypto is no longer on the sidelines, it is now integrated into real economic flows.

Ethereum may have chained updates, but doubt persists about its ability to generate sustainable activity. In a report published this Wednesday, JPMorgan analysts question the real effects of the Fusaka update, which nevertheless caused an immediate surge on the network. Behind the technical gains, the question of economic viability remains unresolved. The blockchain co-founded by Vitalik Buterin faces limits that even its latest advances do not seem able to correct.

XRP is once again worrying analysts. A rare technical signal, identical to the one that preceded a 68% drop in 2022, has reappeared. As tensions return to the crypto market, this alert strengthens fears of a major pullback. At the same time, massive XRP ETF outflows increase the pressure on Ripple's crypto. Is history repeating itself?

Bitcoin just broke a key threshold below $90,000, reigniting doubts about the market's strength. Between massive profit-taking by long-term holders and liquidity inflows from whales, selling pressure intensifies. Buyers struggle to contain the drop amid this shock. The balance is fragile, as speculative appetite faces increasingly vulnerable technical supports.

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While the crypto market is going through a downturn phase, Solana (SOL) drops below $130, sowing doubt among investors. However, behind this sharp drop, the on-chain data outline a very different scenario. Whales buying, supply free-falling on exchanges, network activity booming: the fundamentals remain solid. A marked divergence between price and network reality, which could reshuffle the cards faster than imagined.

After three years under the yoke of sellers, Ethereum finally sends an unexpected signal. The "net taker volume" turns green again for the first time since January 2023, revealing a possible trend reversal. This sudden change in trader behavior on futures contracts intrigues analysts. Should we see it as the beginnings of a bullish recovery for the second largest crypto in the market?

Crypto funds attract capital again. With more than $2 billion injected in one week, the sector records an unprecedented influx, dominated by bitcoin-backed products. While traditional markets falter, institutional investors redirect their strategy towards cryptos. This renewed interest propels crypto ETPs to the forefront, acting as a strong recovery signal and a tactical repositioning amid economic uncertainties.

Bitcoin sneezes, traders panic, whales scoop up everything. A drop without a shiver, a washout of leveraged positions, and presto! the market regains its Olympian calm.

While DAOs were meant to embody the promise of decentralized governance, Vitalik Buterin today delivers a harsh assessment: their current model is exhausted. In a widely shared post, the Ethereum co-founder denounces rigid structures, dominated by large holders and unable to address complex coordination challenges. His call for a new design marks a pivotal moment for DAOs, urging them to move beyond simple voting logic to become true on-chain infrastructures.

While the crypto ecosystem oscillates between uncertainty and consolidation, Solana attracts an unexpected wave of users. In the space of 24 hours, more than 8.9 million new addresses were created on the network, a record that reignites attention on this blockchain known for its speed and efficiency. Behind this sudden enthusiasm lies a more nuanced reality, where the enthusiasm of newcomers clashes with fragile technical signals.

Announced as a historic breakthrough, the strategic Bitcoin reserve desired by the United States remains at a standstill today. Nearly a year after the decree signed by Donald Trump in March 2025, no BTC acquisition has been made. Legal blockages and persistent administrative confusion are the causes. Officially a priority, the project is stalling, giving way to growing criticism from the crypto community, disappointed by the lack of concrete actions and the absence of a clear government strategy.

While macroeconomic uncertainty weighs on traditional markets, bitcoin is once again establishing itself as a strategic asset for institutional investors. Spot Bitcoin ETFs are recording record inflows, reaching unprecedented levels for several months. This massive return of capital signals a clear repositioning of large portfolios, now more inclined to expose themselves through regulated vehicles. A change in tone that could mark a new phase of institutional adoption, but whose strength remains to be confirmed.

Bitcoin is regaining the interest of institutional markets. This week, U.S. spot ETFs attracted $1.8 billion in inflows, a record peak since October 2025. Such a spectacular resurgence occurs in an uncertain macroeconomic environment, rekindling hopes of a new bull cycle. However, does this surge reflect a fundamental trend or just a technical rebound? As the $100,000 threshold fuels speculation, the market remains suspended on the consistency of these new funds.

Crypto markets appear to have moved past the leverage-driven stress seen in October, according to asset manager Grayscale. Recent research shared by the firm suggests derivatives activity has stabilized, supply pressure has eased, and market direction is now more closely tied to fundamentals and policy developments. As a result, price action may be better positioned to respond to upcoming regulatory and institutional shifts rather than past disruptions.

While the market's attention has focused on Ethereum, Solana or rollups, XRP is back in the conversation. Long held back by regulatory turbulences, the asset is catching a new breath, driven by favorable technical dynamics and a growing strength of its infrastructure, the XRP Ledger. Influential voices in the sector now see it as an underestimated catalyst, able to reactivate a growth cycle based on real use cases and a proven architecture.

The boundary between traditional finance and crypto continues to fade. Interactive Brokers, a heavyweight in online brokerage, brings new proof by allowing account funding via USDC. This stablecoin, pegged to the dollar, thus becomes a bridge between two worlds long opposed. Behind this decision is a clear desire to accelerate the modernization of global financial flows, bypassing the limits of traditional banking systems.

While companies strengthen their presence in the crypto sector, a recent survey reveals the rise of Bitcoin treasuries. Investors anticipate spectacular growth in public companies' Bitcoin portfolios in 2026, marking a turning point for traditional financial strategies. This development could transform corporate management practices, but also redefine the architecture of digital financial markets and decentralized finance, thus heralding a new era for the integration of cryptos into the global economy.

What if the next threat to traditional banks did not come from an economic crisis, but from a simple innovation in stablecoins? Brian Moynihan, CEO of Bank of America, warns that the rise of yield-bearing stablecoins could trigger a massive outflow of bank deposits, thus disrupting the balance of the American financial system. This worrying scenario for traditional institutions could see their role as lenders severely affected by this new form of digital competition.

Bitcoin is stalling at 97,000 dollars: crowds are reluctant, banks are indulging, and the Fed hesitates… Is the new financial world going in circles?

Since the beginning of this year, a key indicator of the Bitcoin derivatives markets has experienced a sharp decline. The open interest (OI) has dropped by approximately 30% from its October 2025 peak. This decrease is accompanied by a massive reduction in leverage across the derivatives ecosystem. For many analysts, this movement could signal not only the end of an intense speculative phase but also the building of a solid foundation for a possible bullish recovery.