Cathie Wood looks beyond SpaceX's 48% stock market loss to a financial and technological revolution. AI, Starlink, Bitcoin... Can her audacious wager alter the course of history?
Cathie Wood looks beyond SpaceX's 48% stock market loss to a financial and technological revolution. AI, Starlink, Bitcoin... Can her audacious wager alter the course of history?
Bitget has moved into the top tier of TradFi-linked crypto trading after generating nearly $70 billion in TradFi perpetual volume in Q2 2026. The TokenInsight report shows a clear shift: tokenized stocks, commodities and real-world assets are no longer side experiments for exchanges. They are becoming a serious battleground for liquidity, market share and product depth.
Ethereum reserves on exchange platforms continue to shrink, while an increasing portion of the supply remains locked in staking. This dual dynamic progressively tightens the liquidity available in the market and strengthens the scenario of a supply squeeze, a supply shock likely to impact price formation. While ETH tries to maintain around $1,900, on-chain data reveals a fundamental evolution that could redefine the balance between buyers and sellers in the coming weeks.
The digital asset market continues to mature with the arrival of new tools intended for institutional investors. In this context, S&P Dow Jones Indices and Pantera Capital unveil a benchmark index that favors projects generating real economic activity rather than the popularity of cryptocurrencies. This new approach aims to offer an analytical framework closer to the standards of traditional financial markets. It is also distinguished by a striking choice: the exclusion of bitcoin, whose operation does not meet the criteria retained by the two companies.
Tesla's quarterly results far exceed the automotive industry framework. With every release, investors and analysts scrutinize a strategic indicator: the group's bitcoin treasury. The second quarter accounts of the year confirm an assumed choice by Elon Musk: to keep all BTC holdings despite market volatility and its accounting effects. This status quo, far from trivial, sheds light on the growing role of bitcoin in the financial management of large companies and sends a signal closely followed by the entire crypto ecosystem.
Tom Lee, the head of research at Fundstrat, believes that AI-related capital is shifting towards Ethereum rather than memory chip manufacturers. Over one month, ETH gained 24% while the Roundhill Memory ETF, or DRAM, fell by 38%.
Bitcoin has just crossed a symbolic threshold in the United States. According to the latest report from River, American individuals now hold more BTC than physical gold. This shift illustrates a profound evolution of wealth management strategies. Crypto, long perceived as speculative, is gradually imposing itself against the historic safe haven. Driven by easier access to financial markets and a new generation of investors, this transformation reshapes how Americans conceive the preservation and transfer of their wealth.
US spot Bitcoin ETFs have just attracted about $930 million over six consecutive sessions. This streak, the longest since April, signals a cautious return of institutional capital towards BTC. The market remains fragile, but selling pressure is easing as Bitcoin tries to hold above $65,000.
For several years, the race for artificial intelligence has intensified among major technology companies. Investments are rapidly increasing and executives' expectations follow the same trajectory. Yet, budgets do not always suffice to speed up the development of new tools. At Meta, this reality is now openly acknowledged. During a recent internal meeting, Zuckerberg admitted that the company's advances remained below the pace he hoped for, despite a deep reorganization and record investments.
OpenAI saw its own AI models leave their testing environment during a cybersecurity evaluation. Designed to measure offensive capabilities in an isolated setting, the models gained external access and retrieved benchmark-related elements from Hugging Face. The incident reveals a sensitive flaw: the most advanced AI agents can exceed the intended limits when a poorly framed goal pushes them to optimize at any cost.
The United States thought they finally had the text capable of providing a regulatory framework for the crypto market. It is not the case. Indeed, the CLARITY Act is stuck in a political confrontation that now goes beyond financial oversight issues. The debate has shifted to ethical rules governing political officials holding cryptos, with Donald Trump at the center of discussions. His latest compromise attempt was not enough to unblock the file, further delaying the adoption of a reform eagerly awaited by the industry.
Solana keeps printing tokens like there's no tomorrow, but the network's cashbox is running on empty. Is this a success story or a cautionary tale?
The bet on bitcoin as a treasury asset turns into a nightmare for some listed companies. In London, the liquidation of Satsuma Technology marks a turning point for this model which had attracted markets in recent months. After raising hundreds of millions of dollars to accumulate BTC, several companies now see their valuations collapse, failing to maintain the stock premium that justified their strategy. This symbolic bankruptcy raises an essential question: have companies holding bitcoin in their treasury reached their limits?
Telegram continues to develop its digital ecosystem with a new milestone focused on crypto. Its founder, Pavel Durov, announced the deployment this summer of a native non-custodial wallet directly integrated into the messaging app. This initiative could enable over one billion monthly active users to send digital assets autonomously. The project is part of a broader strategy aimed at enhancing peer-to-peer payment uses and Web3 technologies within the platform.
Grayscale wants to launch a Worldcoin ETF, but the token has already crashed 97 %. Is this a bold move or a costly mistake waiting to happen ?
Ethereum has just regained a level of dominance it had not reached for months. By crossing the 10% threshold of the total market capitalization again, the second largest global crypto records a surge that exceeds that of the ten largest assets over a week. This comeback reignites speculations about a new bullish phase, especially since no major event seems, at first glance, to explain such a movement.
As I indicated in my analysis last week, if Bitcoin managed to close above our daily resistance zone, the next target would be between 68,000 and 70,000 dollars. Today, that is exactly what we are seeing. The price now moves above this resistance with a return of buying pressure. It is a first positive signal, but it is still too early to talk about a real trend change.
Russia's Duma approves a revolutionary crypto law. This text has the potential to alter the economic landscape by facilitating foreign trade and enforcing strict regulations. Does it, however, conceal a plan to get around sanctions?
The White House has approved an ethics component of the CLARITY Act and sent the text to Republican senators, removing the last major obstacle before a floor vote. Donald Trump personally gave his approval, rekindling hopes of adoption before the Senate's summer recess.
The American spot Bitcoin ETFs have just recorded five consecutive days of inflows, a first since April. In five sessions, nearly 727 million dollars returned to these products. The signal comes at a good time for bitcoin, still stuck in a fragile zone after weeks of outflows and macro uncertainty.
Bitget is strengthening its developer infrastructure through a new Siebly.io SDK integration. The collaboration gives algorithmic traders faster access to Bitget’s spot, futures, copy trading and market data systems. It also supports the exchange’s wider Universal Exchange strategy, where trading tools must work across more assets, more accounts and more execution styles.
The World Cup final delivered its verdict on the field. On prediction markets, it marked the end of a speculative frenzy worth several billion dollars. After Spain's victory over Argentina (1-0), the combined open interest of Kalshi and Polymarket fell by nearly 20% from its peak of about 2 billion dollars reached in early July. This sharp decline reveals the dependence of prediction platforms on major media events and reignites the debate about their ability to maintain user engagement outside global events.
The debate around the digital assets market intensifies once again in the US Senate. While legislators continue discussions on the CLARITY Act, negotiations remain marked by several sensitive points, including investor protection and ethical issues. Behind this text, considered one of the most important legislative projects for the cryptocurrency industry, Democrats and Republicans are still trying to find common ground. The latest closed-door exchanges nevertheless illustrate divergences that could still influence its adoption.
A few billion dollars were enough to reshuffle the cards of the crypto market. Between July 13 and 17, institutional investors gave momentum back to assets thanks to a marked inflow of capital into US spot ETFs. This return of buyers allowed bitcoin and Ether to close the week in the green, after several sessions marked by uncertainty. A dynamic that once again highlights BlackRock's weight, which has become an essential player in directing flows towards cryptocurrencies.
Russia is about to adopt a major crypto law. The reform includes licenses, investment caps, and an unprecedented framework.
Bitcoin is experiencing a very difficult month of July. Indeed, institutional investors are massively withdrawing their capital from tech stocks and the military situation in the Middle East is deteriorating. This has a direct negative impact on the crypto market, which now suffers from strong risk aversion. Such macroeconomic pressure from both sides weakens Bitcoin's summer trend and pushes investors to reduce their investments. Today, every move in global markets can worsen Bitcoin's correction, increase volatility, or change forecasts for the rest of the cycle.
Strategy raises 263.5 million dollars by selling its MSTR shares but ignores Bitcoin. Michael Saylor, once an unconditional BTC fan, is he playing it safe or abandoning ship?
U.S. federal agencies have not adopted the implementing rules of the GENIUS Act before the one-year deadline, settling for ten text proposals. This delay, which occurred on July 18, 2026, leaves stablecoin issuers awaiting final frameworks. Will the window for regulatory clarity finally close?
While global markets continue to assess the impact of artificial intelligence on valuations, the South Korean stock market is going through a period of high tension. After several months of spectacular growth driven by semiconductors and major technology companies, a sharp correction hit the local market. The move caught investors' attention following reports of a significant market capitalization loss of about 260 trillion won and the plunge of the KOSPI. This drop reminds us of the risks linked to phases of excessive euphoria and markets heavily exposed to leverage.
Bitcoin remains close to $64,000 despite a strong surge in oil and a more tense market climate. Brent jumped with the military escalation between Washington and Tehran, reigniting inflation fears. Yet, BTC does not falter. This resistance is intriguing, as it comes when risky assets also absorb the backlash of the Kimi AI shock.