Actualités financières en direct

US equity futures were mostly flat pre-bell Monday as lower-than-expected jobs data on Friday reduce US equity futures were mostly flat pre-bell Monday as lower-than-expected jobs data on Friday reduce This story appeared on …

US equity futures were mostly flat pre-bell Monday as lower-than-expected jobs data on Friday reduce US equity futures were mostly flat pre-bell Monday as lower-than-expected jobs data on Friday reduce This story appeared on finance.yahoo.com, 2026-10-05 12:02:27.

Spot Bitcoin ETFs are gaining traction, netting another positive week despite altcoin stumbles and mid-week price shocks. Institutional investors’ confidence is back in the market, and bulls look to capitalize on the momentum to …

Spot Bitcoin ETFs are gaining traction, netting another positive week despite altcoin stumbles and mid-week price shocks. Institutional investors’ confidence is back in the market, and bulls look to capitalize on the momentum to break price levels in coming months. Bitcoin Funds Notch Third Consecutive Weekly Inflow Last week, net spot Bitcoin ETF flows stood at $241 million, marking the third straight week in the green zone. This streak follows a sentiment jump in September, as traders began to see more positive moves than in previous months. SoSoValue data shows all-time net inflows at $57.8 billion after massive additions last month. In two weeks, investor funds grew by $2.4 billion, signaling a bullish turn after previous dry spells that sent prices below multiple support lines. On Oct 2, net inflows were $189 million, led by BlackRock’s iShares Bitcoin Trust. For weekly volume, the fund contributed about $158.2 million, the largest share. Funds like Fidelity Wise Origin Bitcoin Fund pulled in $29.3 million, while MSBT attracted $2.4 million. Overall, this portrays the demand for spot Bitcoin ETFs in every upward swing since their launch in the United States. As an institutional window for firms to increase crypto exposure, these funds have become more popular among traditional clients who previously avoided the asset class. Right now, inflows to these funds are a strong gauge of institutional sentiment in a given period. Bitcoin institutional demand, unlike retail, moves prices and jumpstarts a recovery trend, often with the aid of macroeconomic events. “Today the price pushed once again toward $87000, almost touching an eight-month high, before pulling back to the $86000 area. It’s the second time this week that sellers have strongly defended that resistance zone. The move was mainly driven by softer-than-expected U.S. jobs data, which reduced bets on a Fed rate hike, along with a return of positive flows into spot Bitcoin ETFs,” Bitcoin miner Javi Q wrote on X. On the flip side, altcoins saw low volumes as investors moved toward Bitcoin momentum. Last week, spot Ether ETFs saw net $138 million outflows, taking year-to-date inflows to $1.5 billion. However, Solana and XRP extended their positive runs with $2.4 million and $4.7 million in inflows, respectively.

Derive still controls the bulk of onchain options trading, but Paradex and Hypercall are growing fast enough to make things interesting Onchain options trading had a big September 2026. Total notional volume across venues …

Derive still controls the bulk of onchain options trading, but Paradex and Hypercall are growing fast enough to make things interesting Onchain options trading had a big September 2026. Total notional volume across venues nearly doubled in 30 days, landing somewhere between $4.8B and $5.66B depending on the data snapshot. Derive, the platform formerly known as Lyra Finance, took the largest slice by a wide margin. Its rivals, though, spent the month proving they are not just there to fill out the leaderboard. Derive’s dominance, by the numbers Derive processed approximately $3.8B in notional volume in September. That works out to around 79% of the onchain options market for the month. Measured another way, its grip looks even tighter. Derive’s overall share runs from 80% to 92%, depending on whether you count premiums or notional value. Notional volume measures the value of the underlying assets those contracts cover. Premium is the price traders actually pay to buy the contracts themselves. On premiums, Derive sits at about 91-92% of the market. Through mid-September, it captured approximately 87.4% of year-to-date onchain option premiums, or $362.5M out of $414.9M. Advertisement The sector as a whole also set a record. One snapshot put total notional across venues at $4.829B for September, a 121.7% jump from the prior month. Derive’s token, DRV, came along for the ride. It hit an all-time high of $0.3857 in mid-September, with a circulating market cap of around $385M. 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 challengers are closing in Derive’s 79% share for the month represented a slight slip. Two competitors, Paradex and Hypercall, were the main reasons why. Paradex’s growth accelerated after it integrated Paradigm’s RFQ system in mid-September. RFQ stands for request for quote, a setup where traders ask market makers for a price on a specific trade rather than hunting through a public order book. The results showed up quickly. Paradex’s open interest, the total value of contracts still open and unsettled, pushed above $250M after the integration. Its notional volume climbed 285% month over month. Hypercall is smaller on the premium side but posted strong month-over-month gains of its own. It reached an estimated 11.2% share of notional trading in September. How Derive built its lead Derive’s position rests largely on its architecture. The platform uses a central limit order book, or CLOB, the same structure that powers traditional exchanges. In a CLOB, buyers and sellers post bids and asks, and the system matches them by price. Many early DeFi protocols leaned on automated pools instead, which can struggle with the precision options pricing demands. Deep liquidity has been the other ingredient. Derive’s partnerships, notably with FalconX, have helped keep its order books full. That flywheel helps explain why Derive’s premium share sits above its notional share. It appears to be where traders are most willing to pay up for contracts. What this means for traders and the market Paradex’s surge also suggests a template other venues may study. Plugging into existing institutional plumbing like Paradigm’s RFQ network delivered measurable results within weeks. The figures worth watching next are whether Paradex keeps its open interest above $250M and whether Hypercall’s double-digit notional share holds. Derive’s premium share, sitting in the low 90s, may be the clearest gauge of whether its lead is softening or simply sharing a growing pie.

BofA analyst Craig Siegenthaler is betting on stablecoin revenue even as near-term trading volume forecasts move lower Bank of America has raised its price target on Coinbase Global (COIN) to $203, up from $174, …

BofA analyst Craig Siegenthaler is betting on stablecoin revenue even as near-term trading volume forecasts move lower Bank of America has raised its price target on Coinbase Global (COIN) to $203, up from $174, and kept its Buy rating on the stock. The reason is not a trading boom. BofA analyst Craig Siegenthaler pointed to stablecoins, specifically the higher revenue he expects Coinbase to earn from them after the Federal Reserve’s rate hike in September 2026. What BofA changed, and why The revision, dated October 5, 2026, adds $29 to BofA’s previous $174 target. The bank also raised its earnings per share estimates for Coinbase for 2027 and 2028, citing the stablecoin revenue it expects to come through in those years. BofA trimmed its near-term forecasts for Coinbase because crypto trading volumes have declined. That cut came even though Bitcoin rose 43% and Ether climbed 70% in the third quarter. Advertisement The update is consistent with an earlier BofA note from September 24, which had already laid out the same $203 target and Buy rating. The October note reaffirms that view rather than reversing course. A target with a long memory The bank’s targets for Coinbase have moved around considerably in 2026. In January, BofA had the stock pegged at $340. By May, that figure had come down to $218. 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 latest move marks a step back up from $174, but the target remains well below January’s level. Coinbase’s own financials help explain the caution. The company reported first-quarter revenue of $1.41 billion and a GAAP net loss of $394 million. A year earlier, the same quarter delivered $2.03 billion in revenue and a profit of $65.61 million. Not everyone on Wall Street agrees Citizens JMP has a Buy rating on Coinbase. Barclays, on the other hand, rates the stock a Sell. What this means for Coinbase investors Bitcoin up 43% and Ether up 70% in a single quarter would historically have been read as straightforward good news for an exchange. BofA is signaling that this relationship has weakened, at least in the near term, because volumes did not keep pace with prices. BofA tied its higher 2027 and 2028 estimates to the post-hike rate environment, which means the thesis rests partly on monetary policy. If rate expectations shift, the assumptions underpinning those longer-term estimates would shift with them. The near-term forecasts went down while the longer-dated estimates went up. Investors buying on the strength of the new target are, in effect, being asked to look past softer upcoming quarters toward a payoff that sits further out.

The Federal Reserve's meeting minutes, due Wednesday, could give markets a clearer picture of how many additional rate hikes the central bank may be considering, according to MarketWatch. According to MarketWatch, the minutes will …

The Federal Reserve's meeting minutes, due Wednesday, could give markets a clearer picture of how many additional rate hikes the central bank may be considering, according to MarketWatch. According to MarketWatch, the minutes will capture the deliberations th… The Federal Reserve's meeting minutes, due Wednesday, could give markets a clearer picture of how many additional rate hikes the central bank may be considering, according to MarketWatch.According to…

Bitcoin traded near $86,000 on Monday after weaker US jobs data sharply reduced expectations of an October Fed rate hike. Analysts said the softer macro backdrop, improving institutional demand and ETF inflows could support …

Bitcoin traded near $86,000 on Monday after weaker US jobs data sharply reduced expectations of an October Fed rate hike. Analysts said the softer macro backdrop, improving institutional demand and ETF inflows could support prices, though elevated Treasury yi… Bitcoin traded around the $86,000 mark on Monday as weaker-than-expected US jobs data sharply reduced expectations of an October Fed rate hike. The cryptocurrency was trading at around $85,950.Over t…

Bitcoin (BTC-USD) opened at $86,513.38 on Monday, October 5, 2026, up 2.1% from Sunday's opening price. As of 7:37 a.m. ET this morning, bitcoin dipped to $86,121.88. Ethereum (ETH-USD) opened at $2,726.72 on Monday, …

Bitcoin (BTC-USD) opened at $86,513.38 on Monday, October 5, 2026, up 2.1% from Sunday's opening price. As of 7:37 a.m. ET this morning, bitcoin dipped to $86,121.88. Ethereum (ETH-USD) opened at $2,726.72 on Monday, October 5, 2026, up 1.5% from Sunday's ope… Bitcoin (BTC-USD) opened at $86,513.38 on Monday, October 5, 2026, up 2.1% from Sunday's opening price. As of 7:37 a.m. ET this morning, bitcoin dipped to $86,121.88.Ethereum (ETH-USD) opened at $2,7…

Morning Minute is a daily newsletter written by Tyler Warner. The analysis and opinions expressed are his own and do not necessarily reflect those of Decrypt. And check out our daily news show 'FOMO …

Morning Minute is a daily newsletter written by Tyler Warner. The analysis and opinions expressed are his own and do not necessarily reflect those of Decrypt. And check out our daily news show 'FOMO HOUR' covering all of the top stories and market action. GM!… Morning Minute is a daily newsletter written by Tyler Warner. The analysis and opinions expressed are his own and do not necessarily reflect those of Decrypt. And check out our daily news show 'FOMO …

The purchase was funded with net proceeds from MSTR stock sales and the company's USD Cash. Leading digital asset treasury Strategy acquired 334 Bitcoin for approximately $29 million in the four days through Oct. …

The purchase was funded with net proceeds from MSTR stock sales and the company's USD Cash. Leading digital asset treasury Strategy acquired 334 Bitcoin for approximately $29 million in the four days through Oct. 4, lifting its holdings to 848,000 BTC worth $73 billion, the company disclosed Monday. The firm used nearly $16 million in net proceeds from MSTR stock sales and $13 million of USD Cash to fund the latest Bitcoin purchases, which followed a 1,665 BTC accumulation by the end of last month. Advertisement Separately, Strategy repurchased 740,634 STRC shares for nearly $74 million during the period. That followed a 1.03 million-share STRC repurchase for about $103 million from Sept. 28 through Sept. 30. The company also spent more than $142 million from its USD Reserve on preferred-stock dividends and interest, leaving almost $4.9 billion in the reserve and $833 million in USD Cash as of Oct. 4. The crypto and markets news you actually need—every morning. Daily. Free. Join 34,000+ readers across crypto, finance, and policy. Email address Subscribe free We respect your privacy. Unsubscribe anytime. Strategy reported no sales of its STRF, STRC, STRK or STRD preferred shares during the period. The Bitcoin proxy estimated a $20.9 billion digital-asset gain for the third quarter, alongside nearly $1.9 billion in deferred tax expense.

Strategy Inc., formerly known as MicroStrategy, has significantly increased its bitcoin holdings, now totaling 848,000 BTC, while concurrently spending $176 million on STRC share buybacks. This development aligns with Strategy’s ongoing approach to accumulate …

Strategy Inc., formerly known as MicroStrategy, has significantly increased its bitcoin holdings, now totaling 848,000 BTC, while concurrently spending $176 million on STRC share buybacks. This development aligns with Strategy’s ongoing approach to accumulate bitcoin while managing its capital allocation toward its Variable Rate Series A Perpetual Stretch Preferred Stock (STRC). The buybacks are part of a board-approved program aimed at managing the discount of STRC shares. Market observers note that Strategy’s dual approach in increasing bitcoin reserves and conducting buybacks could influence the price movements in the STRC market. Advertisement The impact of this announcement has been reflected in the market for STRC, where the probability of STRC reaching $100 by December 31 has increased. Current market pricing suggests an 85.5% likelihood of this outcome, up from 84% a day ago and 79% a week prior. This movement appears to be a response to the news of Strategy’s financial maneuvers, which may be interpreted as supportive of a YES outcome in the market. Key Takeaways The increase in Strategy’s bitcoin holdings and substantial STRC buybacks suggests continued strategic management of its assets. Market pricing reflects a growing expectation that STRC could hit $100 by December 31, with current odds at 85.5% YES. The recent developments are consistent with Strategy’s dual focus on bitcoin accumulation and managing STRC’s competitive position. What to Watch Market participants will monitor Strategy Inc.’s future announcements regarding both bitcoin acquisitions and STRC buybacks. Any further substantial bitcoin purchases or changes in the buyback approach could impact the market’s perception of STRC’s future price movements. Additionally, developments in the broader cryptocurrency market and any strategic statements from Strategy’s leadership, particularly CEO Michael Saylor, could further influence market odds.