Theme Bitcoin (BTC)

The Bitcoin protocol has just activated one of the most powerful self-regulation mechanisms in its recent history, profoundly changing the financial balances of mining operators. While the sector has been continuously eroding its margins since the beginning of the year, this algorithm update comes at a critical time when the economic survival of mining facilities depends on the smallest fraction of a dollar.

The debate around the evolution of the Bitcoin network is experiencing a new episode with the BIP-110 proposal, designed to limit non-monetary transactions and certain data considered undesirable. While its defenders believe it would protect the initial use of the protocol, several influential figures dispute this approach. Michael Saylor and Adam Back believe such a modification could create more risks than it solves. Their positions thus revive an important discussion on the balance between network protection, decentralization, and protocol stability.

The crypto market is going through a phase of profound institutional transformation, where the treasury management strategies of the largest corporate holders are redefining the rules of bitcoin valuation. At the heart of this dynamic, the company Strategy, a true barometer of institutional investor sentiment, triggers many speculations after a series of unprecedented financial maneuvers. Its executive chairman, Michael Saylor, posted a particularly ambiguous message on social media that breaks with his usual aggressive accumulation declarations, casting doubt on the company’s real intentions.

The crypto initial public offering market is slowing down in 2026, with four major players in the sector having postponed their IPOs. According to Christian Lopez, blockchain lead at Cohen & Company Capital Markets, investor caution now weighs more than regulation. Will the sector regain public market appetite before 2027?

A legal case in New York threatens to create an explosive precedent for bitcoin. Noah Doe claims to be able to claim 39,069 dormant addresses, valued at around 293 billion dollars, under abandoned property laws. The Bitcoin Policy Institute wants to block this interpretation before it undermines the very idea of onchain ownership.

While institutional investors’ confidence wavered amid significant volatility, Bitcoin and Ether ETFs have just recorded their first positive weekly trend reversal since May. This crucial rebound breaks a prolonged capitulation phase. Moreover, it serves as a barometer to measure the real appetite of traditional finance.

Kiyosaki has been predicting the end of the financial world for fifty years, but this time he says it's the real one. His miracle cure? Gold, silver, oil, and bitcoin.

The global banking landscape is undergoing an unprecedented transformation where the boundaries between traditional finance and cryptos are fading at an accelerated pace. In Eastern Europe, this transition now takes the form of an institutional race against time, driven by the largest banking institutions of an economic superpower. Alfa-Bank's decision, Russia's largest private lender, to design a comprehensive infrastructure for bitcoin trading and custody marks a decisive turning point for the Eurasian crypto industry. This initiative comes as the country is about to enact a historic regulatory framework, transforming a once marginal sector into a strategic pillar of national finance.

Spot Bitcoin ETFs garnered nearly 200 million dollars of net inflows last week, ending eight consecutive weeks of withdrawals. Bitcoin crosses the 64,000-dollar mark, driven by this renewed institutional appetite. Is the negative streak finally coming to an end?

Ki Young Ju asks bitcoin holders to hold on for a few more months. The founder of CryptoQuant believes that bullish signals could ease the market, even if the cycle remains fragile. For him, the expected rebound looks more like a breath in a bear market than an immediate return of the bull run.

Selling bitcoin was not an option for Strategy. However, the giant holder of corporate BTC reserves broke with its doctrine by selling part of its holdings to meet its short-term financial obligations. This unprecedented reversal reignites the debate on the limitations of the accumulation model adopted by listed companies exposed to bitcoin. While markets question the solidity of this strategy, Standard Chartered delivers an analysis that places these movements in a global perspective.

Strategy could pay its dividends for 30 years even if bitcoin does not rise again, according to Michael Saylor. The executive published a new risk simulator to defend his financial model, a few days after a sale of 3,588 BTC aimed at strengthening the group's liquidity.

While investors track every move of major funds to anticipate the next shock in the market, JPMorgan invites us to look elsewhere. In a new analysis, the American bank believes that the real threats weighing on public cryptos do not come from capital fluctuations, but from a much deeper transformation of their infrastructure. This interpretation challenges the usual explanations for volatility and brings back to the forefront the silent competition between blockchain architectures, set to reshape the ecosystem's future.

Bitcoin rose by 1.2% on Thursday to reach $63,000. Nasdaq futures were not left behind, with a jump of 2.6%, and the markets seem little disturbed by the news of renewed US airstrikes on Iran. Does this apparent indifference reflect a new maturity of the crypto market in the face of geopolitical crises?

In June 2026, $8.9 billion was taken out of gold exchange-traded funds (ETFs) due to pressure from the Fed and a strong dollar. But Asia is unwavering. Is gold becoming less of a safe haven? Examine the flows that are changing the markets in detail.

After weeks of massive outflows, institutional investors seem to be changing course. Crypto investment products listed on Wall Street (Bitcoin ETFs) are recording a significant slowdown in selling pressure, a signal the market was waiting for to hope to stop its correction. This reversal, still fragile, offers a glimpse into the mindset of major investors facing economic uncertainties and could mark the start of a new sequence for cryptos.

The application of the new European tax rules on cryptocurrencies is already causing disputes in France. The non-custodial exchange platform Bull Bitcoin has initiated proceedings before the Council of State to request the annulment of the French decree implementing the DAC8 directive. The company believes that this reporting system could expose users to surveillance and security risks. According to it, the consequences would far exceed the tax framework and could affect nearly 135 million Bitcoin holders in Europe.

The SEC places crypto regulation, IPOs, and private markets at the heart of its 2026 agenda. Its chairman Paul Atkins wants to clarify the custody of digital assets, regulate tokenized securities, and facilitate capital raising. The message is clear: Washington wants to modernize its markets without abandoning investor protection.

While capital is fleeing Bitcoin and Ethereum ETFs at an unprecedented rate, another player is attracting attention. Hyperliquid's HYPE token continues to evolve at the top of its valuation, contrary to a crypto market under pressure. This divergence reveals a deeper shift. In an environment where speculative liquidity fades, protocols capable of generating real economic activity begin to break free from traditional cycles. Hyperliquid today stands as the most significant embodiment of this mutation.

Bitcoin is approaching two major forks scheduled for August 2026. The first, BIP-110, aims to limit certain data recorded on the network. The second, eCash, aims to create a separate chain with new rules. Two very different projects, but the same risk: reigniting the debate about what Bitcoin should remain.

Companies that bet on bitcoin to manage their cash flow are entering a new phase. The era of systematic accumulation seems to give way to arbitrations dictated by liquidity needs. Strategy provides an illustration with an unprecedented operation on its BTC reserves, immediately analyzed by Wall Street analysts. This choice goes beyond simple financial adjustment, as it reignites the debate on the ability of crypto-exposed companies to reconcile asset valuation and financing constraints.

With a new purchase of $74M, BitMine strengthens its Ethereum treasury. Comprehensive analysis of a major institutional strategy.

The summer lull lasted only a moment. Just as bitcoin seemed to consolidate its recent gains, a wave of sales triggered at the Wall Street open abruptly reversed the trend. In a few hours, the market reminded that its most violent moves do not always arise from speculation, but from large investors' arbitrages. This new shock illustrates a persistent reality: the price of bitcoin remains largely influenced by the cash management decisions of listed companies.

The price of bitcoin climbs nearly 7% in a week, driven by inflation expectations in the United States. All the figures here.

Bitcoin has fallen about 54% from its October 2025 peak near 125,000 dollars, significantly less than the 75 to 90% crashes that ended previous cycles. According to a research note from investment bank Bernstein published on Monday, July 6, 2026, this more limited decline reflects a growing market maturity. The bank nevertheless maintains its target of 150,000 dollars for the end of the year, which it calls "ambitious".

Does bitcoin no longer obey its famous four-year cycles? This question, long considered heretical by part of the crypto community, is now central to the debate. Michael Saylor believes the market has entered a new phase where halvings no longer alone dictate price evolution. With the massive arrival of institutional capital and the transformation of the market structure, one of bitcoin's most entrenched narratives could well lose its relevance.

The crypto market has just crossed a symbolic threshold, but this resurgence of confidence masks a much more fragile reality. While crypto ETFs were supposed to sustainably establish institutional capital in the market, their latest financial reports reveal weaknesses that question the strength of this dynamic. This observation comes at a pivotal moment, where Federal Reserve decisions and US macroeconomic uncertainties continue to guide global flows. A combination that could weigh on the trajectory of these assets in the coming months.

Nearly one million TRUMP wallets show cumulative losses of $3.81 billion by the end of June, according to Nansen. However, President Trump received $636 million thanks to this same token, reveals his annual financial statement. The distribution of gains nevertheless clearly leans to one side.