Actualités financières en direct

The cryptocurrency has struggled to hold above $80,000 since its mid-August surge. Analysts say progress this week on the Clarity Act and a Fed rate hold could provide boosts. The cryptocurrency has struggled to …

The cryptocurrency has struggled to hold above $80,000 since its mid-August surge. Analysts say progress this week on the Clarity Act and a Fed rate hold could provide boosts. The cryptocurrency has struggled to hold above $80,000 since its mid-August surge. Analysts say progress this week on the Clarity Act and a Fed rate hold could provide boosts. This story appeared on…

Public companies quietly added 1,615 BTC worth $126M during the same week, suggesting institutional appetite remains intact despite liquidity headwinds. The crypto market’s most reliable liquidity barometer just flashed a warning sign. Total stablecoin …

Public companies quietly added 1,615 BTC worth $126M during the same week, suggesting institutional appetite remains intact despite liquidity headwinds. The crypto market’s most reliable liquidity barometer just flashed a warning sign. Total stablecoin market capitalization shed $414.38 million during the week of September 7 through 13, according to on-chain analytics firm Lookonchain’s latest weekly report. But the story underneath the headline number is more nuanced than a simple “liquidity is leaving” narrative. While stablecoin supply contracted, decentralized exchange spot trading volumes actually rose 7.95% week-over-week, and publicly traded companies kept stacking Bitcoin. Gloria See what insiders and Congress are actually buying. Gloria Finance surfaces the moves worth a second look. Follow the money → The numbers behind the shift Lookonchain’s report paints a market that’s not retreating so much as reshuffling. Public companies added a net 1,615 BTC during the week, a position valued at roughly $126.15 million. Advertisement Strategy, the Michael Saylor-led firm, reported no net change in its BTC holdings for the week. The more interesting corporate move came from Bitmine, which scooped up 27,180 ETH valued at approximately $68.19 million. On the trading side, the divergence between spot and derivatives activity tells its own story. DEX spot volumes climbed 7.95%, while perpetual trading volume fell 7.78%. The news moving money, markets, and the world—before your day starts. Daily. Free. Join 34,000+ readers across crypto, finance, and policy. Email address Subscribe free We respect your privacy. Unsubscribe anytime. What stablecoin contraction actually means A $414 million drop in stablecoin supply sounds alarming until you zoom out. In a market where total stablecoin capitalization sits well above $150 billion, this represents a fraction of a percent. The simultaneous increase in Bitcoin accumulation by public companies and the uptick in DEX spot trading volumes suggest at least some of that stablecoin reduction reflects conversion rather than outright exit. Mid-2026 has been characterized by these oscillating stablecoin supply figures. Recent weeks have seen both larger drops and larger gains, creating a choppy pattern that reflects genuine uncertainty about short-term direction. Protocol revenue and the Pyth exception Across the broader DeFi landscape, protocol revenue slipped 1.16% during the week. The notable exception was Pyth, the price oracle network, which posted growth during the same period while most protocols saw revenues stagnate or dip.

Tokenized treasury funds look alike on the surface, but fee structures, redemption terms, and DeFi usability tell very different stories Centrifuge, the onchain asset tokenization platform, is preparing to publish an analysis that digs …

Tokenized treasury funds look alike on the surface, but fee structures, redemption terms, and DeFi usability tell very different stories Centrifuge, the onchain asset tokenization platform, is preparing to publish an analysis that digs into how tokenized treasury and money market funds actually differ beneath their seemingly uniform surfaces. The short version: same Treasuries, similar yields, wildly different plumbing. The report zeroes in on fee structures, redemption timelines, onchain liquidity, and how well these products play with the rest of decentralized finance. For a market segment that has ballooned to roughly $14.2B in onchain assets under management by mid-2026, up approximately 8x from $1.7B in June 2024, the structural fine print matters more than ever. Gloria See exactly what Buffett, Soros and Pershing Square are buying — then mirror the smart money in Gloria Finance. Follow the greats → Same assets, different wrappers Tokenized treasury funds generally hold the same basket of short-term US government securities, repos, and T-bills. Their yields cluster within a narrow range. The divergence shows up in everything else. Some funds offer daily liquidity. Others impose redemption constraints that can lock capital for days. Fee structures vary enough to meaningfully eat into returns on what are, by design, low-margin instruments. And when it comes to actually using these tokens inside DeFi protocols, the gap between products becomes a canyon. Advertisement Centrifuge’s own flagship offerings illustrate the higher end of what’s possible. The Janus Henderson Anemoy Treasury Fund, trading under JTRSY, tokenizes US T-bills and has crossed $1B in AUM at various points in 2026. Its sibling product, JAAA, runs an AAA CLO strategy. Both operate as BVI professional funds targeting non-US investors and feature onchain NAV reporting, a transparency feature that most traditional fund structures still don’t provide. The composability problem One of the more striking data points from the broader tokenization landscape comes from Centrifuge’s Tokenization Outlook 2026, which surveyed 150 operators across the space. The headline finding: 86% of operators said their primary challenge is scaling distribution, not creating new tokenized products. The news moving money, markets, and the world—before your day starts. Daily. Free. Join 34,000+ readers across crypto, finance, and policy. Email address Subscribe free We respect your privacy. Unsubscribe anytime. Pantera’s assessment puts this in sharper relief. Only about 12% of tokenized assets scored highly enough on composability to integrate smoothly with DeFi platforms. That means the vast majority of tokenized funds sit in a kind of limbo: they exist onchain but can’t participate in the ecosystem that gives onchain assets their distinctive utility. Centrifuge’s own total value locked sat between $1.5B and $1.7B in mid-to-late 2026. The platform’s V3 multichain EVM architecture and partnerships with institutional heavyweights like Janus Henderson and Apollo position it to address some of these composability gaps, but the industry-wide numbers suggest the problem is systemic rather than platform-specific. Securities classification creates a ceiling Perhaps the most consequential structural difference between tokenized money market funds and their closest crypto-native cousin, stablecoins, is regulatory classification. Tokenized MMFs are classified as securities. Stablecoins, in most jurisdictions, are not. JPMorgan published an analysis in May 2026 noting that securities classification imposes transfer restrictions on tokenized MMFs that make seamless circulation fundamentally more difficult than what stablecoins achieve. You can send USDC to any wallet without permission. Try that with a tokenized money market fund share, and you run into KYC gates, transfer agent requirements, and jurisdictional barriers. This creates an interesting tension. Tokenized treasury funds are increasingly positioned as yield-bearing cash equivalents, essentially stablecoins that pay interest. But the regulatory framework treats them as investment products, not payment instruments. The yield is the feature. The restricted transferability is the cost. Centrifuge’s upcoming report arrives at a moment when the tokenized fund market has enough scale and variety to make comparative analysis genuinely useful. With $14.2B in AUM and growing, investors can no longer treat these products as interchangeable. The underlying Treasuries might be fungible. The tokenized wrappers around them are decidedly not.

Anthropic, a leading AI company known for its Claude AI technology, is reportedly on schedule for its initial public offering (IPO) in 2026, according to @FirstSquawk. The company had filed a confidential draft S-1 …

Anthropic, a leading AI company known for its Claude AI technology, is reportedly on schedule for its initial public offering (IPO) in 2026, according to @FirstSquawk. The company had filed a confidential draft S-1 with the U.S. Securities and Exchange Commission in June 2026, initiating its public listing process. Recent developments include the selection of Nasdaq for its potential IPO, as reported by Reuters. The IPO is anticipated to take place after the company begins marketing its offering, expected in mid-October at the earliest. Anthropic’s latest private valuation was approximately $965 billion, with speculation over a potential IPO valuation reaching as high as $2 trillion. Advertisement Key Takeaways Market activity suggests that Anthropic’s consistent progress towards its IPO is regarded favorably by investors, indicating confidence in its projected market cap. Current pricing in related markets reflects a trend towards a higher valuation, with a moderate expected move influenced by the latest news. Anthropic’s stable trajectory towards its IPO appears consistent with broader market expectations for a late 2026 public debut. What to Watch Market participants will be closely monitoring any updates on Anthropic’s IPO roadshow dates and the release of its prospectus, as these are key indicators of the timing and terms of the offering. Observers are also looking for any new filings or announcements regarding the IPO price range, as these will provide further insights into Anthropic’s valuation expectations. The company’s interactions with strategic investors like Google and Amazon may also offer additional clues about its public market debut. Get live prediction-market analysis, powered by Vera. Sign up for Vera.

Sergey Nazarov, co-founder of Chainlink, participated in a significant discussion at the Federal Reserve Bank of Philadelphia, focusing on how new regulations are reshaping digital assets. The presence of industry leaders at the event …

Sergey Nazarov, co-founder of Chainlink, participated in a significant discussion at the Federal Reserve Bank of Philadelphia, focusing on how new regulations are reshaping digital assets. The presence of industry leaders at the event underscores the ongoing institutional engagement with blockchain technologies and the regulatory landscape. This development suggests a growing acceptance of digital assets within traditional financial institutions, which could influence market sentiment. Advertisement Key Takeaways Market activity suggests participants view the event as consistent with increased visibility and potential regulatory clarity for digital assets. Chainlink’s involvement in discussions with the Federal Reserve indicates continued institutional interest in blockchain infrastructure. Current pricing on prediction markets appears supportive of scenarios where Bitcoin could experience increased regulatory clarity and institutional adoption. What to Watch Markets are closely monitoring potential announcements from the Federal Reserve regarding cryptocurrency regulations, which could impact pricing. Developments in U.S. Congress regarding cryptocurrency legislation are also key factors that could influence future market movements. Observers may look for statements from key industry figures, such as Jerome Powell or Michael Saylor, that could provide further insights into how these regulatory discussions might unfold. Get live prediction-market analysis, powered by Vera. Sign up for Vera.

The Bank for International Settlements says the near-collapse of an AI-focused hedge fund shows how leverage and fragile liquidity can destabilize markets. Sep. 14, 2026 The Bank for International Settlements warned that rising leverage …

The Bank for International Settlements says the near-collapse of an AI-focused hedge fund shows how leverage and fragile liquidity can destabilize markets. Sep. 14, 2026 The Bank for International Settlements warned that rising leverage among hedge funds could turn ordinary market moves into major disruptions, citing the near-collapse of the AI-focused Situational Awareness fund in July. Frank Smets, the BIS head of economic analysis and statistics, said the fund’s failure was another reminder of the risks created by leveraged trading. Gloria Own any of the names in this story? See what today's moves actually do to your portfolio. Open in Gloria → Advertisement A sharp decline in its AI investments triggered collateral demands from banks before founder Leopold Aschenbrenner reached a deal with Ken Griffin’s Citadel to sell most of the firm’s public stock portfolio. Gaston Gelos, the BIS head of financial stability policy, said hedge funds are now at the core of major markets. He described the system as fragile because it depends on high short-term leverage and liquidity that can disappear quickly during stress. The news moving money, markets, and the world—before your day starts. Daily. Free. Join 34,000+ readers across crypto, finance, and policy. Email address Subscribe free We respect your privacy. Unsubscribe anytime. The warning accompanied the BIS’s quarterly review and followed a speech from its chief about the financial-stability risks of the artificial-intelligence boom. The institution also highlighted concerns about fiscal conditions and the ability of markets to absorb sustained pressure on bond yields. BIS officials said recent market stress has not yet become a broad disruption. Smets said risky assets had remained resilient and long-term inflation expectations appeared anchored, but added that the durability of that resilience remains uncertain.

September 11 data show demand for both ETHA and ETHB, with a wide trading gap but similar median spreads. The post BlackRock’s staking Ethereum ETF pays yield but investors still prefer its $9 billion …

September 11 data show demand for both ETHA and ETHB, with a wide trading gap but similar median spreads. The post BlackRock’s staking Ethereum ETF pays yield but investors still prefer its $9 billion ETHA fund appeared first on CryptoSlate. Staking was supposed to strengthen Ethereum exchange-traded funds (ETFs), but BlackRocks early results show investors still favor its original fund. When US spot Ethereum ETFs launched in July 2024,…

Joseph Lubin, founder and CEO of Consensys, is set to address the Lido Poolside community call, focusing on institutional Ethereum staking. This event will delve into recent developments in Ethereum staking, highlighting SharpLink’s substantial …

Joseph Lubin, founder and CEO of Consensys, is set to address the Lido Poolside community call, focusing on institutional Ethereum staking. This event will delve into recent developments in Ethereum staking, highlighting SharpLink’s substantial $200 million ETH staking through Lido. Market participants appear to interpret Lubin’s involvement as consistent with growing institutional interest in Ethereum staking, potentially impacting future market scenarios. This interaction underscores Lido’s significance in the liquid-staking ecosystem and its influence on large-scale ETH flows. Advertisement Key Takeaways Markets suggest that Joseph Lubin’s discussion at the Lido event is consistent with increased interest in institutional Ethereum staking. Current pricing indicates a slight uptick in confidence that ETH may reach $10,000 by the end of 2026. SharpLink’s recent $200M ETH staking allocation through Lido is highlighted as a significant institutional case. What to Watch Watch for further developments from the Lido Poolside community call, as Joseph Lubin’s insights could influence market sentiment regarding Ethereum’s price trajectory. Key indicators such as institutional interest, regulatory developments, and technological advancements will be crucial in shaping ETH market dynamics. Observers may also focus on how Lido’s role in the liquid-staking infrastructure evolves, potentially affecting Ethereum’s broader adoption in institutional circles. Get live prediction-market analysis, powered by Vera. Sign up for Vera.

A Senate floor vote on crypto market-structure legislation is splitting the sector in real time, lifting some names while a JPMorgan downgrade punishes a miner that Bitcoin's rally cannot save. The Motley Fool told …

A Senate floor vote on crypto market-structure legislation is splitting the sector in real time, lifting some names while a JPMorgan downgrade punishes a miner that Bitcoin's rally cannot save. The Motley Fool told its subscribers to buy Amazon in 2002, Netflix in 2004, and Nvidia in 2005. Stock Advisor still publishes two new stock picks every month — and over 23 years, has more than quadrupled the S&P 500. Click here to receive the next recommendation . This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them. Coinbase Global (NASDAQ:COIN | COIN Price Prediction) shares are up 6% to $185.34 Monday morning after Compass Point analyst Ed Engel upgraded the exchange operator to Neutral from Sell ahead of a scheduled Senate floor vote on crypto market-structure legislation. The bounce for Coinbase stock trims an 18% year-to-date decline that had made the exchange one of the sector’s most bruised names heading into this week. Strategy (NASDAQ:MSTR) stock is rising 3% to $135.20, riding sympathy from the underlying asset it holds on its balance sheet. Meanwhile, MARA (NASDAQ:MARA) stock is sliding 2% to $11.69 on a separate JPMorgan rating cut, a notable divergence from the rest of the crypto-linked complex today. Bitcoin (CRYPTO:BTC) is the asset doing the lifting, and passive vehicles are following it higher. The iShares Bitcoin Trust ETF (NASDAQ:IBIT) is up 1%, while the SPDR S&P 500 ETF Trust (NYSEARCA:SPY) is down 0.8%, a split showing this corner of the market is trading on its own catalyst rather than the AI-led selling weighing on the broader index. Crypto-linked equities are running on regulatory and analyst signals today, not the same macro currents pulling large-cap tech lower. Compass Point Upgrade Meets Clarity Act Optimism Engel lifted his price target on Coinbase to $177 alongside the rating change, citing a Bitcoin rebound and the Senate’s upcoming floor vote on the Digital Asset Market Clarity Act (Clarity Act). He argued that Bitcoin has traditionally traded in four-year cycles, that the current one is tracking close to those long-run patterns, and that rising expectations of a recovery from the bottom drove the upgrade of Coinbase. The Senate is scheduled to vote on the Clarity Act this week, in what’s expected to be the last vote on the legislation before the November midterm elections. It would establish a new regulatory structure for digital assets, and it cleared the Senate Banking Committee in May before stalling. Crypto companies back the measure, U.S. banks have lobbied against it over stablecoin interest payments, and Senate Democrats say they can’t support it without ethics provisions barring officials from profiting from crypto ventures. Miner Divergence on a JPMorgan Downgrade MARA is moving the other way on news of its own. JPMorgan cut the miner to Underweight from Neutral and lowered its price target to $11, close to where MARA stock is trading. The bank cited MARA’s capital-light joint venture with Starwood Digital Ventures, under which MARA contributes powered land sites while Starwood handles design, development, tenant sourcing, and operations. That structure leaves MARA with half the value the venture creates, which is why a firmer Bitcoin price isn’t rescuing the miner today. MARA stock is still up 30% year to date even after today’s slip, so a bank note challenging the economics of its most-hyped pivot lands on a name that had already run. The stock is trading close to the $11 target, meaning the downgrade doesn’t demand another leg lower so much as it caps upside from here, according to JPMorgan. What to Watch The split here is between exchange and balance-sheet exposure to Bitcoin on one side and mining economics on the other. Coinbase and Strategy rise with the coin’s price fairly directly, while MARA’s problem is the structure of a joint venture and what a bank thinks that arrangement is worth, which a firmer Bitcoin price does not fix. The year-to-date figures invert the day’s move as well, with MARA still up on the year while falling today and Coinbase down on the year while leading the group higher. For Coinbase, the bull case is that a Senate vote this week could settle the market-structure question the sector has waited years on, and the analyst behind the upgrade argues tokenized equities arrive next year regardless of the outcome. Yet, the bear case for Coinbase is that Engel expects the vote to fail and set a $177 target the stock has already traded through, so the straightforward part of this repricing may be finished at current levels. The Senate vote is the next scheduled event for Coinbase, and President Donald Trump has publicly called on the Senate to pass the bill, adding a political element on top of the analyst call. Investors may want to keep an eye on whether Coinbase holds above the Compass Point $177 target into the close, with position sizing in their exposure reflecting the binary nature of the week’s catalyst. Contact [email protected] for any questions or corrections.

Kraken's layer 2 chain built on the OP Stack gets full access to Uniswap's trading and liquidity infrastructure Uniswap Labs has rolled out full support for Ink, the Optimistic Rollup blockchain built by Kraken, …

Kraken's layer 2 chain built on the OP Stack gets full access to Uniswap's trading and liquidity infrastructure Uniswap Labs has rolled out full support for Ink, the Optimistic Rollup blockchain built by Kraken, across its entire product suite. That means traders and liquidity providers can now access Ink through the Uniswap web app, mobile wallet, and developer API, bringing another layer 2 network into the fold of the world’s largest decentralized exchange. Uniswap V3 contracts were first deployed to Ink back in December 2024, following a governance request for comments. But getting smart contracts live on a chain and actually letting users interact with them through a polished frontend are two very different things. This update closes that gap. Gloria What happens to one stock can ripple through your portfolio. Gloria Finance sees the connections most investors miss. See the connections → What Ink brings to the table Ink operates as an Optimistic Rollup within the Optimism Superchain framework, which means it inherits Ethereum’s security while processing transactions at a fraction of the cost. Its standout technical feature is 1-second block times, designed specifically to support the kind of rapid-fire trading that DeFi users have come to expect. Advertisement The chain carries chain ID 57073 and was purpose-built by Kraken for decentralized finance applications. With this full integration, Uniswap users on Ink now have access to v2, v3, and v4 protocol versions. The long road from contracts to frontend The timeline here tells a story about how blockchain integrations actually work in practice. The governance RFC and initial V3 deployment happened in December 2024. A GitHub issue from December 2025 flagged the need for proper frontend support before Ink could be considered fully integrated into the Uniswap platform. AI, tech, and the markets they move—in one daily briefing. Daily. Free. Join 34,000+ readers across crypto, finance, and policy. Email address Subscribe free We respect your privacy. Unsubscribe anytime. Ink has been building momentum during that waiting period. The chain has accumulated hundreds of millions in total value locked across its DeFi ecosystem, with multiple active protocols contributing to a growing liquidity base. Uniswap’s multichain chess game This integration fits into a broader pattern that has defined Uniswap’s strategy over the past two years. The protocol has been methodically expanding across layer 2 networks, treating each new chain as an opportunity to capture trading volume that might otherwise flow to competitors. Coinbase has Base. Kraken has Ink. Both are exchange-backed layer 2 networks competing for DeFi users, and both now have full Uniswap support. The governance discussions that preceded this integration suggest the community is actively weighing these tradeoffs, balancing growth ambitions against the operational complexity of supporting an ever-expanding network of deployments heading into the final months of 2026.