Стратегия «крипто-загрязнения» (crypto-tainting) Ассоциации банков России представляет собой эндогенный шок фрагментации, угрожающий функции ценообразования на рынке цифровых активов. Вся большая доля предложения будет помечаться как «рискованная» из-за контакта с российскими контрагентами, превращая контрагентский риск в сетевой риск через заражение «меткой» в пулах ликвидности, мостах и протоколах DeFi.
Данные на 27 октября 2026 года недвусмысленны: Chainalysis…
Cryptos
Toute l'actualité du monde des cryptos en France et (plateformes, cryptos, rachat, IA, acteurs, fondateurs). Vidéos, analyses, commentaires et interviews.
The paradigm has shifted. Digital assets no longer react like call options on technological adoption but rather as long-duration derivatives hyper-sensitive to real interest rates. With the 10-year U.S. Treasury yield fracturing the 5.27% barrier in early October 2026, the negative correlation between crypto Beta and yields dictates the entire market microstructure. This www.steelldy-indices.com note…
As of October 6, 2026, the crypto market capitalization is approximately $2.92 trillion, representing about 2.9% of the U.S. listed equity market. Bitcoin (BTC) dominates at 59%, trading between $85,300 and $86,000, but remains 32% below its all-time high of $126,080 from October 6, 2025. Ethereum (ETH) holds 11.3% of the market at ~$2,720, underperforming…
BTC . The last notable closing high occurred above $81.3k, with a close near $86.6k on September 21. Current compression is below $85.2-85.4k.
A bullish moving average stack is present (7-day SMA ~$84.3k, 20-day SMA ~$82.8k, 50-day SMA ~$79k, 200-day SMA ~$71.5k).
The distance from the October 2025 all-time high is approximately -33%. For the…
The 2026 cycle has made its decision clear: value is migrating from protocol tokens toward (a) settlement and compliance infrastructure, and (b) real assets transiting through the rails. DAOs only survive when they back their treasuries with real cash flows.
Blockchains: consolidation of rails. The industry is concentrating on a few settlement rails (1:1 migrations…
2026-2027 is the window in which the digital currency architecture will lock in for a decade. Three rails will coexist — regulated private stablecoins, CBDC (especially wholesale), ISO 20022 banking rails, and value will concentrate in the interoperability and proof layer (reserves, compliance, settlement quality).
Stablecoins: from experimentation to regulated instrument. Market cap…
Market snapshot (30/09/2026): BTC ~$83K, ETH ~$2.67K, XRP ~$1.51, SOL ~$118.5, ZEC ~$1,410. Total crypto cap ~$2.86T, BTC dominance ~58%, Fear & Greed ~69-73 (Greed). BTC remains ~34% below Oct 2025 peak. ZEC surged from ~$50 to ~$1,400-1,600 over 12 months, driven by first US privacy spot ETF (ZCSH, Aug 25, 2026).
Macro regime
The…
For two decades, digital finance sold a promise of appreciation: buy an asset today to resell it for more tomorrow. In 2026, a quieter but structural transformation is underway: the value of an asset is no longer defined by its expected future price, but by the cash flow it generates and distributes automatically.
The…