The week's market analysis: Why one energy shock was all it took to unravel months of rebuilding
An unexpected oil spike was enough to flip market sentiment, wiping out in a matter of hours the fragile recovery the crypto sector had been trying to build since early March.
Joris Delanoue (Fairmint): "Global finance will shift on-chain within two years"
Driven by a decisive regulatory pivot in the US, Joris Delanoue, co-founder of Fairmint, breaks down the mechanisms of an on-chain migration now seen as inevitable for traditional finance players.
Strategy: Inside the complex mechanics of STRC preferred shares
Strategy's STRC preferred shares offer an 11.5% yield backed by Bitcoin holdings. But with dividends funded from reserves, not earnings, the math has a shelf life.
Crypto's staying power: What's holding prices up in a time of war?
As war rattles equities and gold disappoints, digital asset market gain 3%. Is crypto becoming a liquidity venue of last resort — or just a temporary rotation target?
After crossing the $5.7 billion market-cap threshold, tokenized gold has established itself as one of the most liquid investment products on the market, driven by a 24/7 infrastructure.
On 25 February 2026, The Big Whale's fifth Market Call was held online. On the agenda: the battle of the wallets between traditional finance and native crypto issuers.
Faced with mounting debt, DATs are seeing their business model falter. Peter Thiel's abrupt withdrawal confirms the urgent need for some of these players to turn around.
Robinhood and Coinbase: the challenge of diversification in the midst of a down cycle
The results of Robinhood and Coinbase illustrate the difficulty that listed players have in overcoming the cyclical nature of the digital assets market.
Digital Asset Treasuries: the moment of truth for the Strategy and Bitmine models
Digital Asset Treasuries are facing an unprecedented crisis of confidence in the face of massive unrealised losses. Between debt servicing and the risk of dilution, the model is now under pressure.
Bankcards: the geopolitical risk that Europe can no longer ignore
Europe's dependence on Visa and Mastercard exposes a major strategic vulnerability in the event of a transatlantic crisis. Euro stablecoins offer a number of advantages in the face of this risk.
Oil: how the USDT enabled Venezuela to circumvent US sanctions
The arrest of Nicolás Maduro by the US authorities comes at a time when Caracas was making extensive use of cryptocurrencies to continue exporting its oil.
M&A: how Coinbase is building its empire through acquisitions
The year 2025 marks a turning point for mergers and acquisitions. At the heart of this wave, Coinbase is deploying an aggressive M&A strategy that is reshaping its business model and growth driver...
Benjamin Louvet: "Seeing Tether buy 25 tons of gold per quarter is not a systemic shock"
Benjamin Louvet, head of commodities management at Ofi Invest AM, explains the state of the gold market, the arrival of crypto players such as Tether, and the rise of tokenisation.
The crypto ecosystem is entering a phase of maturity comparable to that of the Internet in 2003: the bubble is behind us, the construction is beginning.
Tether has had an exceptional year, with profits of $10 billion over three quarters and a balance sheet in the throes of change, with diversification on all fronts.
In the United States, flows have stabilised around Bitcoin, while interest has shifted to Ethereum. In Europe, inflows are picking up strongly, driven by Solana.
How Switzerland's central bank Is quietly building bitcoin exposure
Officially not a holder of bitcoins, the SNB is becoming increasingly exposed through its investments in the companies most closely linked to the sector.
Between new record highs, a surprise correction and the rotation of capital into gold and Ethereum ETFs, the third quarter reveals a market that is still resilient, but that has started to run out...
The institutional dynamics of tokenization in Q3 2025
Long confined to stablecoins, it is now spreading to private credit, money market funds and equity markets, laying the foundations for a new global financial infrastructure.
Guy de Leusse (ODDO BHF): "EUROD holders will be able to generate onchain returns".
Franco-German bank ODDO BHF has just launched its own stablecoin, EUROD. In this interview, its Chief Operating Officer explains the project's ambitions.
The institutional dynamics of stablecoins in Q3 2025
A complete overview of the stablecoin market in the third quarter of 2025, a pivotal period marked by the institutionalisation of the sector and the rise of blockchains dedicated to payments.
Outpaced by BlackRock, Europe's leading asset manager is preparing to launch its first bitcoin-indexed products. These are expected to be launched in early 2026.
Stablecoins: Santander takes the reins of a mega-consortium
A few weeks after the announcement of a European consortium led by ING and UniCredit, a new group of ten major banks - including Bank of America and BNP Paribas - is taking its turn.
In Nigeria, crypto is everywhere in the figures but rarely in everyday life. This exclusive investigation, carried out on the ground, tells the story of how crypto is becoming a necessity, a mirag...
Sonar offers an alternative to traditional launchpads by giving founders the freedom to organise their own token sales. But this autonomy comes with increased risks.
Crypto IPOs are on the increase and are set to accelerate over the next few years. But between stock market hype and mixed performance, their success remains to be proven.
Discover the key insights from the Deep Dive "Crypto Derivatives And The Institutional Grow", an event dedicated to the rise of crypto derivatives and their adoption
Maple, a laboratory for institutional credit on blockchain
Somewhere between traditional finance and DeFi, Maple protocol claims to be an asset manager, but still faces challenges in terms of governance, security and competition.
The second-largest cryptocurrency on the market is benefiting in particular from announcements by Fed Chairman Jerome Powell, who is expected to cut rates in September.
EXCLUSIVE: Tokenisation: CACEIS (Crédit Agricole) acquires a stake in Kriptown
The Crédit Agricole subsidiary, which obtained MiCA approval in June, is joining BNP Paribas in the capital of the French start-up specialising in share tokenisation.
Bitcoin's Institutional Investors: Assessing Market Impact of a Potential Reversal
More and more companies and institutions are accumulating bitcoin on their balance sheets. But what happens if the markets turn and these players have to sell?
EXCLUSIVE: Revolut chooses Morpho for its DeFi yield offer
Already well established in the crypto world, the British fintech has chosen the Morpho protocol to offer its users a crypto alternative to traditional savings books.
Exclusive study - Institutional purchases could push Bitcoin price to $180,000 by 2026
The massive arrival of ETFs, the strategic accumulation of companies such as Strategy and the burgeoning interest of governments could add $1,500 billion to its capitalisation within 18 months.
Mergers and acquisitions are a key driver of structuring. In crypto, they are still rare, but their growing importance could transform the landscape for good.
EtherFi : What is the relevance of the DeFi neobank business model?
EtherFi claims to be a "native decentralised bank", combining staking, returns and crypto payments. We take a look at this hybrid model, halfway between DeFi and a neobank.
Nadia Filali (Caisse des Dépôts): "We need to move faster on stablecoins in Europe".
Nadia Filali, head of the blockchain programme at Caisse des Dépôts, analyses the development of this technology in Europe and stresses the importance of developing stablecoins on blockchain.
Global debt is exploding, fuelled by endless money creation. Against this unstable backdrop, Bitcoin is gradually emerging as an alternative to traditional currencies.
EXCLUSIVE: SG Forge to launch a dollar stablecoin, a world first for a banking group
The crypto subsidiary of French bank Société Générale, a pioneer with its euro stablecoin since 2023, is taking the next step by preparing to launch a dollar stablecoin.
They select assets, set risk parameters and intervene in the event of a crisis. Discreet but essential, risk curators redefine the way lending is managed.
Gerry Afentakis (Zodia Custody): "Asset custody is the cornerstone of digital finance"
According to Gerry Afentakis, Director of European Operations, Zodia Custody's success is based on two pillars: in-depth expertise in custody and the solidity of its shareholders.
The beginning of 2025 was marked by extreme movements on the crypto markets, between a speculative boom and a brutal bust. But some projects have come out on top.
In an opinion piece, Sandy Peng (co-founder of Scroll) explains that integrating staking into Ethereum ETFs could boost these products, which have had a weaker start than Bitcoin ETFs.
Alexandre Baradez: "Some people are starting to test the solidity of the US bond market"
Against a backdrop of high tensions between the United States, China and Europe, Alexandre Baradez, market strategist at IG, takes a detailed look at the global economic risks.
Teddy Pornprinya (Plume Network): "Asset tokenisation will take off when there is more onchain cash".
For the American co-founder of Plume Network, the tokenisation of assets is a major trend that will naturally accelerate as companies increase their on-chain cash holdings.
Tokenisation: What if Bity offered the best way to invest in gold?
With its offer of tokenised gold backed by physical bars, Swiss company Bity is proposing a new, granular and sovereign way of owning the yellow metal.
Bitcoin Treasury Companies: A Guide to Financial Instruments
From convertible debt to preferred shares, an overview of the instruments available to Bitcoin Treasury Companies to support their accumulation frenzy.
EXCLUSIVE. BlackRock among winners of Sky's (ex-MakerDAO) $1 billion tender
The issuer of the stablecoin DAI was looking for a manager for a billion dollars of its cash. According to our information, BlackRock is one of the winners, as is Centrifuge.
The hidden business of airdrops: between mirage and reality
Between speculative hype and hidden risks, crypto airdrops attract as much as they worry. We take a closer look at a complex phenomenon that has redistributed 41 billion dollars in four years.
The Mt.Gox affair: grey areas leading back to Moscow
More than 10 years after the Mt.Gox hack, a number of grey areas remain. Does Alexander Vinnik's extradition to Moscow seal the mystery of the biggest heist in the history of Bitcoin? Investigatio...
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