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Bitcoin has just shattered a widely anticipated scenario: that of a progressive shortage of BTC on exchanges. In just three weeks, the reserves available on centralized platforms have strongly rebounded, despite ETF demand. This turnaround reveals a reality more complex than a simple "supply shock" fueled by institutional investors. Where do these new bitcoins come from and what does this return of liquidity reveal about market balance? On-chain data and ETF flows provide several answers.

The digital asset market is going through a more uncertain phase as companies linked to bitcoin adjust their reserves. Strategy now has $4.8 billion in cash, offering several options. Michael Saylor believes this financial cushion can support purchases, share buybacks or debt reduction. At the same time, the company also wants to be able to sell its digital assets if conditions change. This flexibility becomes central as the MSTR stock falls sharply.

Ethereum is preparing a major shift. After years dominated by the quest for scalability, native privacy is now at the heart of the network's roadmap. Toni Wahrstätter, a researcher at the Ethereum Foundation, revealed the priorities studied for Hegotá, an update scheduled for 2027. Private transactions, censorship resistance, and architectural choices will now have to be balanced, while Glamsterdam is still expected by the end of 2026. Behind these technical decisions lies a strategic question: how far can Ethereum protect its users without compromising its scaling?

Stablecoins: between regulatory delays and Congressional pressure, the flagship US law is still finding its bearings. Full analysis here!

SafePal reveals a data breach affecting nearly 40,000 customers. Names, addresses, and purchases were exposed, but no crypto funds were compromised.

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.

BitMine Immersion Technologies scales up on Ethereum. By bringing its holdings to 4.8% of the global ETH supply, the company led by Tom Lee no longer limits itself to an accumulation strategy. It also strengthens its exposure to the very operation of the network through staking. This concentration now places its acquisitions and infrastructure at the heart of questions about available supply, staking yields, and Ethereum governance. Thus, this rise could have a lasting impact on the economic balance of the second largest crypto.

Binance reportedly handed over the personal data of Yuri Belenkiy to Russian authorities as well as his transaction history. This 49-year-old IT specialist had sent more than 700 dollars in crypto to fundraisers supporting Ukraine. He was arrested in September 2025 in Russia. He is now awaiting trial for financing terrorism.

Anthropic officially filed its confidential IPO application in the United States on June 1, 2026. Since then, betting has accelerated. As of August 17, Polymarket estimates the probability of a listing before October 31 at 69.5% and an arrival on the stock market before the end of the year at 87%. However, no official date has yet been communicated.

Changpeng Zhao ended up abandoning the public wallet he was using. Too many memecoins, dust, and unwanted tokens were arriving directly at the address without him being able to stop them. The episode also moved Trust Wallet. CZ now requests that its feature allowing to ignore certain tokens becomes much easier to use.

Rarity could soon no longer be the exclusive domain of bitcoin. According to projections published by Grayscale, the annual growth of Ethereum and Solana supply could fall below gold's 1.8% by 2031. Indeed, several reforms are currently being debated, including EIP-8361 on Ethereum and SIMD-0550 and SIMD-0553 on Solana. If adopted, ETH's annual inflation could drop to 0.4%, compared to 1.1% for SOL. This development is likely to reshuffle the cards between rarity, staking yield, and valuation of these two cryptos.

Tokenized stocks accelerate their progress in the crypto market. In one month, holders more than doubled, while transfers jumped nearly 180%. This evolution also accompanies a rise in active addresses and distributed value. Behind this dynamic, several players compete for a central place. Ondo maintains the top position, ahead of Kraken's xStocks and Binance's bStocks. RWA.xyz data shows a clear expansion in activity in this segment.

The crypto market is slowing down, but this lull might not last. As the fourth quarter approaches, several catalysts are emerging in the United States: regulatory advances, increasing involvement of banks, evolution of digital credit, and monetary signals. All these factors could awaken capital flows and change the market trajectory. After a summer marked by wait-and-see and a persistent feeling of fear, the coming months could thus open a new chapter for cryptos. Bitcoin will naturally be at the center of this potential reconfiguration.

Crypto: perpetual stocks rise from 15 to 250 billion dollars in 3 months. Discover our complete and detailed analysis.

Crypto aims to become a means of payment like any other. In the eurozone, it is still far from it. In a large survey conducted by the European Central Bank (ECB), it is noted that, even in the case of sector development followed by the entry into force of the MiCA regulation, crypto payments remain marginal at the merchant level. Consumers are still attached to traditional payment channels while businesses show reluctance to take the plunge. This gap persists between the ambitions of the crypto industry and actual usage. Will European regulation be enough to shift the lines?

Ethereum begins sorting for Hegotá, its expected upgrade in 2027. As of August 16, 66 proposals remained in competition. FOCIL has already secured its place, while three other EIPs could provide privacy applications with tools directly integrated into the protocol.

The 21 million bitcoin cap is back in the debate. Developer Peter Todd advocates for a permanent issuance to continue remunerating miners after 2140. Adam Back does not want it. The Blockstream boss sees in this argument a way to rally users to a dangerous modification of Bitcoin rules. No change is currently being prepared.

Apple changes its strategy in China. No more third-party models: the American giant has trained its own AI, supported by Alibaba, to equip all Apple devices intended for the Chinese market.

Bitcoin at 1 million dollars before 2030 makes part of the market dream. However, behind this spectacular projection, one question arises: does the global liquidity really allow to absorb such a surge? A fundamental analysis puts this scenario into perspective and confronts market ambitions with macroeconomic constraints. For investors, the debate also touches on leverage, market expectations, and the actual place bitcoin can occupy in institutional portfolios.

The crypto market is going through a new phase of tension, as prices remain under pressure for several weeks. In this context, Katie Stockton, founder of Fairlead Strategies, identifies technical signals that could indicate a trend change. According to her analysis, bitcoin now shows a long-term oversold situation on two indicators monitored by her firm. This combination is rare and remains under watch. It could signal the approach of a major bottom, rather than a simple temporary rebound.

What if bitcoin forced us to rethink what we call "money"? On August 15, Michael Saylor reignited the debate with his essay "What Is Money?" For the Executive Chairman of Strategy, bitcoin transcends the status of a speculative asset, as it constitutes an infrastructure designed to preserve and transfer capital. This vision directly contrasts algorithmic scarcity, fiat currency, and gold, while finding a practical expression in his company's treasury strategy. A thesis that could change how investors evaluate money, capital, and their preservation.

Strategy thought it had won the battle in January. Seven months later, MSCI returns with a different method that could lead to the same result: the removal of the largest listed holder of bitcoin from several global indices. This time, the word "crypto" almost disappears from the framework. In its place, five financial ratios intended to identify companies whose value depends more on accumulated assets than on traditional operating activity. And in MSCI's simulation, Strategy falls directly into the net.

The American crypto industry is now invited to the heart of power. Donald Trump is set to convene key figures from this ecosystem, prediction markets, and artificial intelligence at the White House. This meeting highlights the growing attention Washington is paying to these strategic sectors. Behind this meeting also lies the future direction of American policy towards these assets. Who will attend this meeting and what decisions might result?

Binance reveals Gen Z is shifting toward ETFs and stepping back from leverage and high-risk trading.

The decline in prices would not be enough to stop bitcoin adoption. This is the finding presented on August 12 by Zach Pandl, research director at Grayscale. According to him, several trends far exceed the movements of a market cycle. Public deficits, the rise of blockchain in finance, and the evolution of generational portfolios could thus support demand in the medium and long term. This analysis does not predict an automatic price increase but highlights structural factors capable of continuing their progress despite instability.

OpenAI is losing its leaders in cascade as it approaches a public offering that could value the company at $1 trillion. The hemorrhage occurs as its rival Anthropic has just surpassed OpenAI in annualized revenues.

Reddit will join the S&P 500 on August 18. The operation could force index funds to buy about 16.7 million RDDT shares to replicate the new index composition. This is almost three normal trading days concentrated around a single rebalancing. The stock has already jumped more than 11% after the announcement.

Nigel Farage has just regained his Clacton parliamentary seat with 63% of the votes. His return to Parliament also reignites an investigation suspended since his resignation in July. The British standards commissioner is interested in several million dollars in donations and benefits received from two men linked to crypto.