Discreet job offers in US federal agencies reveal a strategic acceleration on critical minerals. 85% dependence on Chinese refining, NdPr prices at ~$65/kg-below the profitability threshold for US mines. Washington is preparing a non-market intervention.
Jun 25, 2026 at 09:45 9 9
The June Summary of Opinions from the BOJ (06/24) reveals a majority consensus to continue rate hikes. Yen still under pressure, dollar at a 13-month high. USD/JPY in critical 155-160 zone: MoF intervention is no longer an extreme scenario. [ENCADRE titre="Key Takeaways" contenu=" - BOJ signals further tightening - Yen weakens as USD strengthens - Risk of FX intervention rises "]
Jun 25, 2026 at 09:45 10 9
Two months of record outflows: US spot Bitcoin ETFs lose nearly $9B cumulatively. The institutional channel withdraws as the price rebounds on the dovish NFP.
6 h ago 6 6
German cooperative banks open crypto trading to millions of retail customers under the MiCA framework. Banked retail crypto is scaling up.
6 h ago 7 8
The listing of an entity linked to Securitize on NYSE boosts SOL by 19%. The market is betting on Solana as the preferred institutional tokenization rail, alongside Ethereum.
6 h ago 4 4
MiCA Day+2: ESMA Publishes First CASP Register Update. Standard Chartered Listed. Binance Still Absent. Regulatory Divide Widens.
yesterday 8 8
South Korea Releases Its Unified Ledger Plan – And Overlooks Privacy. A Wake-Up Call for Central Banks Flying Blind.
Jul 2, 2026 at 10:19 8 8
A stablecoin network with 140 players has just been launched, Circle collapses on the stock market. The digital dollar infrastructure war has been declared.
Jul 2, 2026 at 10:17 8 9
On July 1, 2026, Europe shifted into the era of regulated crypto. Binance is out. Coinbase, Kraken, and Paymium are in. The market will never be the same again.
Jul 1, 2026 at 22:49 8 9
USD/JPY breaks through the 158-160 range - the historic tolerance level of the Ministry of Finance. The Bank of Japan has fewer and fewer reasons not to act in July.
Jul 1, 2026 at 09:38 9 9
Cathie Wood bets on crypto downturn to accumulate Coinbase, Circle, and ecosystem companies—a institutional wager on post-MiCA consolidation amid a bearish microstructure.
Jun 30, 2026 at 10:08 11 11
Strategy (formerly MicroStrategy) has authorized the sale of Bitcoin to fund share buybacks—a symbolic break from Saylor's "never sell" dogma. With BTC at $59,000 and negative funding rates, the mechanics of the Digital Credit Capital Framework deserve a cold analysis.
Jun 29, 2026 at 20:51 9 12
