Actualités financières en direct

Yemen’s internationally-recognized government, backed by Saudi Arabia, has reported reclaiming areas near the strategic Bab el-Mandeb strait from the Houthi movement. The Presidential Leadership Council, led by Rashad al-Alimi, stated that government-aligned forces have …

Yemen’s internationally-recognized government, backed by Saudi Arabia, has reported reclaiming areas near the strategic Bab el-Mandeb strait from the Houthi movement. The Presidential Leadership Council, led by Rashad al-Alimi, stated that government-aligned forces have taken control of positions including Dhubab and an airstrip, advancing towards Mocha. This development comes amidst ongoing clashes in the region, with the Houthis denying these claims. The situation underscores the ongoing volatility in Yemen, with strategic control of the Bab el-Mandeb strait remaining contested. Key Takeaways Market behavior suggests decreased probability of Houthi forces entering Aden by October 31, 2026. Recent territorial claims by Yemen’s government align with scenarios where Houthi advances are limited. Pricing indicates a potential reassessment of Houthi military capabilities in the region. What to Watch Observers will focus on any further territorial shifts near the Bab el-Mandeb strait and the strategic areas surrounding Aden. Developments such as confirmed Houthi advances or setbacks could influence market perceptions of the likelihood of Houthi forces entering Aden. The response of Saudi Arabia, including air support or diplomatic maneuvers, may also affect market pricing. Monitoring reports from credible sources will be crucial in assessing the evolving military landscape.

Polymarket began testing its Protocol V2 with planned implementation for new markets as early as November 2. Protocol lead Rajath Alex said that canary markets will be available until October 30. Read More: He …

Polymarket began testing its Protocol V2 with planned implementation for new markets as early as November 2. Protocol lead Rajath Alex said that canary markets will be available until October 30. Read More: He Says His Binary Options Strategy Brings In $2,000 a Week—Watch Him Trade Live Existing applications will not seamlessly transition to the new version. Production canaries are meant to help evaluate the V2 protocol. Old Gnosis Conditional Tokens Framework-based jobs will continue to be supported. Integrations with the old and new versions will be needed. Polymarket V2 Rebuilds Positions Around ERC-1155 and pUSD The Protocol V2 upgrade removes interface and adapter code added to the original CTF implementation from 2019. According to Polymarket, Protocol V2 is a single smart contract that provides functionality for ERC-1155 wager assets, trade execution, and other features, including interoperability with other chains. Under V2, addresses for positions include information about the token, price, and position in the token ID. A shared PositionManager and Router provide other functions. Other modules offer binary, atomic negative-exposure, incremental negative-exposure, and other types of market functions. BREAKING: Polymarket launches Protocol V2 on mainnet November 2, unifying all markets on a single ERC-1155 contract with multi-oracle support from UMA and Chainlink.@Polymarket pic.twitter.com/g9Qe9lJozz — MSB Intel (@MSBIntel) October 6, 2026 The upgrade differs from the CLOB V2 upgrade. Protocol V2 redesigns the infrastructure through which users can open and manage positions in markets. pUSD is a shared form of collateral used in various V2 markets. The ERC-20 pUSD asset pegs to USDC▼$0.9998 and USDC.e in an external vault on a 1:1 basis, with reserved assets equal to or greater than the circulating supply of pUSD. V2 uses the same asset in all its market types. Read More: New York Targets Kalshi, Polymarket and Coinbase in Sweeping Prediction Market Mark Developers will need to add new approval steps since CTF allowances will not carry over to PositionManager. Creating and redeeming split or combined V2 positions will require use of the Router, but existing CTF positions will be unaffected. Modular Oracles Expand How Polymarket Markets Can Resolve Resolution has been updated to use an OracleAggregator contract with multiple reporting and appeal mechanisms. Deployed contracts have additional contract modules for UMA’s Optimistic Oracle and Chainlink, and EOA reporting. Contract modules can be implemented using multiple different resolution methods. The platform has cross-chain architecture and currently uses Chainlink CCIP in a transport implementation. For resolution services, Polygon is the primary chain, and Polymarket has not provided an expected launch date for other networks. Polymarket Unveils Protocol V2, Targeting Full Mainnet Switchover on Nov 2 Polymarket Head of Protocol Rajath Alex announced Polymarket Protocol V2, replacing its legacy 2019 Gnosis CTF foundation to eliminate architectural bloat. Protocol V2 unifies the system around a single… pic.twitter.com/PYgTQM9RdK — Wu Blockchain (@WuBlockchain) October 6, 2026 A different date to migrate applies to Data API users. V1 will be discontinued on Oct. 24, and you will need to update integrations to use V2 routes and responses and cursor-based pagination. Read More: JPMorgan Cuts Polymarket Banking Ties as Regulatory Risks Persist Regular users do not need to take any technical steps, but they may see additional approval requirements when interacting with version V2 markets. Protocol developers will need to take steps to accommodate new and existing CTF positions. If current plans go as expected, canary testing will conclude Oct. 30, and existing markets will transition to Protocol V2 starting Nov. 2.

US spot Bitcoin ETFs reversed two days of inflows as Bitcoin slipped below $86,000, trading roughly 32% below its October 2025 all-time high. US spot Bitcoin exchange-traded funds (ETFs) shed $89.9 million on Monday, …

US spot Bitcoin ETFs reversed two days of inflows as Bitcoin slipped below $86,000, trading roughly 32% below its October 2025 all-time high. US spot Bitcoin exchange-traded funds (ETFs) shed $89.9 million on Monday, reversing two days of inflows as Bitcoin slipped below $86,000. Bitcoin ETFs attracted around $293 million over the previous two October trading sessions before Monday’s reversal, with total trading volume reaching $2.18 billion, according to SoSoValue data. The pullback came a day before the first anniversary of Bitcoin’s $126,080 all-time high on Oct. 6, 2025, with BTC trading at $85,559 at the time of publication, or roughly 32% below its record, according to CoinGecko. Bitcoin (BTC) price chart over the past year. Source: CoinGecko Since then, cumulative net inflows into US spot Bitcoin ETFs have fallen 5.8%, from around $61.3 billion to $57.7 billion as of Monday, according to SoSoValue. US spot Ether (ETH) ETFs also recorded roughly $51 million in net outflows on Monday, extending their losing streak to five consecutive trading days. The funds lost a combined $206 million throughout the streak, with cumulative net inflows standing at $13.8 billion. Other altcoin ETFs posted mixed results on Monday. Solana (SOL) and Zcash (ZEC) funds recorded net outflows of $9.3 million and $3.6 million, respectively, while XRP ETFs saw no net flows after posting $3.3 million in outflows on Friday. Related: Bitcoin ETFs notch third inflow week as Ether ETFs shed $138M

Mike Belshe said BitGo is shifting clients toward trading, lending and settlement services as competition in institutional crypto custody increases. BitGo wants prime brokerage to become the main engine of its business as the …

Mike Belshe said BitGo is shifting clients toward trading, lending and settlement services as competition in institutional crypto custody increases. BitGo wants prime brokerage to become the main engine of its business as the crypto custodian expands beyond storing digital assets into trading, financing and settlement services, CEO Mike Belshe told Bloomberg. “We would like it to be 100% of our revenue,” Belshe said in an interview in Singapore. “Nobody wants to pay for custody. We don’t want to charge you for custody.” The strategy reflects growing competition in crypto custody as traditional financial institutions move deeper into the sector. BNY Mellon, DBS Bank and U.S. Bank already offer crypto custody services, while Deutsche Bank announced plans last month to launch its own institutional offering. BitGo, which Belshe said has more than 6,000 clients, wants custody to instead serve as the foundation for a broader suite of financial products. Advertisement The company launched BitGo Prime in 2020 and expanded its financing services this year, including a single access point connecting clients with liquidity across exchanges and market makers. Under the prime brokerage model, institutional clients can keep assets with BitGo while also trading them, borrowing against their holdings and settling transactions through the same platform. 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. “You’re bringing the assets in. You’re lending against those assets. You’re trading those assets. It’s a virtuous cycle,” Belshe said. BitGo is now trying to move existing clients away from paying standalone custody fees and toward a model where the company generates revenue from a wider range of financial services. Some clients, including exchange-traded funds that primarily need secure Bitcoin storage, may continue using custody as a standalone product. But Belshe said he wants those cases to become the exception. “The destination is prime brokerage,” he said. The shift comes as BitGo adjusts to life as a public company. The firm priced its January initial public offering at $18 per share before reporting losses for 2025 and the first two quarters of 2026. BitGo shares fell to a record low of $4.65 in August and closed Monday at $7.38, according to Bloomberg.

Why bitcoin is down 'just' 32% a year after its record high of $126,000 This shallower decline isn’t limited to the one-year anniversary. The bear market itself has been milder with past downturns seeing …

Why bitcoin is down 'just' 32% a year after its record high of $126,000 This shallower decline isn’t limited to the one-year anniversary. The bear market itself has been milder with past downturns seeing prices plummet 77% to 85%. - Bitcoin is down 32% a year… Why bitcoin is down 'just' 32% a year after its record high of $126,000This shallower decline isnt limited to the one-year anniversary. The bear market itself has been milder with past downturns seei…

BNB Chain, Ethereum, and Solana lead a market that has grown faster than nearly anything on Wall Street this year Tokenized stocks now carry a combined market cap of $3.8 billion. That is the …

BNB Chain, Ethereum, and Solana lead a market that has grown faster than nearly anything on Wall Street this year Tokenized stocks now carry a combined market cap of $3.8 billion. That is the highest figure the sector has posted, and it sits just under the $4 billion mark. The leaders are BNB Chain, Ethereum, and Solana. Where the money is sitting A tokenized stock is a blockchain token that tracks a real share of a company. It can be traded around the clock and split into small fractions. The $3.8 billion figure caps a steep climb. Data from Token Terminal, RWA.xyz, and Binance Research shows the market crossed $3 billion for the first time in early September 2026. It hit $3.1 billion at that point. Those same sources had projected the total may reach $3.5 to $3.7 billion by late September or early October. The market has now cleared the top of that range. BNB Chain has led the way. It was the first blockchain to push past $1 billion in combined tokenized stocks and ETFs, according to the research. Earlier snapshots put BNB Chain at $1.0 to $1.1 billion, or a 30% to 34% share of the market. Ethereum held approximately $750 to $830 million, a share of 22% to 25%. Solana sat close behind at about $680 to $740 million, good for 20% to 23%. Advertisement Who is issuing these things A handful of issuers drive most of the activity. Ondo Finance is the heavyweight, with assets typically above $900 million. Binance’s bStocks and the xStocks product line are also major players. Securitize rounds out the top tier. 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. Securitize’s SECZ product has been a standout. It has pulled in over $430 million since July on its own. The user side is growing even faster than the dollar side. Holder addresses have climbed to around 4.1 million, a jump of more than 60% in the last 30 days. Trading is picking up too. Decentralized exchange volume in tokenized stocks reached $3.96 billion during one notable weekend period. Total value locked in DeFi protocols tied to tokenized equities has reached into the hundreds of millions. Context: big growth, small pond Depending on the metric, tokenized stocks have grown somewhere between 300% and 800% year to date. The US equity market is worth about $80 trillion. Next to that, $3.8 billion is a rounding error with ambitions. Tokenized stocks also make up roughly 8% of the broader real-world asset market. The policy backdrop has been shifting alongside the numbers. Discussions involving the CFTC and the SEC’s innovation sandbox have coincided with the rapid expansion. The NYSE is preparing for tokenized securities trading, according to the research. What this means A market can grow its cap through a few large deposits from issuers or funds. Growing holder addresses by over 60% in a month suggests broad retail participation, not just institutional plumbing. BNB Chain’s lead rests heavily on Binance’s own distribution, through bStocks and its exchange user base. Ethereum and Solana are competing with deeper DeFi ecosystems and a wider spread of independent issuers. Ondo Finance alone accounts for a large share of the market. Securitize’s SECZ inflows show how quickly one product can move the totals. Regulation remains the swing variable. The CFTC conversations and the SEC sandbox point toward a more accommodating environment. But tokenized stocks blend securities law with crypto infrastructure, and that overlap has historically been where enforcement actions happen. Today, crypto-native issuers own this market. If traditional exchanges begin offering tokenized securities directly, they bring regulatory clarity, brand trust, and existing customer bases.

This article examines how recent events may relate to prediction market pricing. It reflects interpretive analysis of publicly available information and is provided for informational purposes only. Observers should monitor the technical execution of …

This article examines how recent events may relate to prediction market pricing. It reflects interpretive analysis of publicly available information and is provided for informational purposes only. Observers should monitor the technical execution of the Glamsterdam upgrade on the Sepolia testnet for any indications of delays or technical issues. Any announcements regarding a mainnet timeline or successful testnet results may influence market pricing. Additionally, broader market reactions, including shifts in Ethereum’s derivatives or spot momentum, could provide further indications of pricing trends. Ethereum ’s Glamsterdam upgrade is poised to activate on the Sepolia testnet, significantly increasing the gas limit from 60 million to 200 million. This enhancement is expected to test the network’s ability to handle greater computational capacity without affecting the mainnet. The upgrade also aims to realign gas costs with resource usage, potentially influencing Ethereum’s market perception. As an intermediary step, the Sepolia testnet serves as a critical proving ground for Ethereum’s future developments. Disclaimer This article contains analysis of publicly available information and market data and is for informational purposes only. It does not constitute investment advice or a recommendation to buy, sell, or hold any asset or contract. Content may include AI-assisted interpretation and may be incomplete or subject to change. Market conditions may evolve rapidly, and the timing of information may affect how it is interpreted. Market participants may act on similar information at or around the time it becomes available. You are solely responsible for any decisions made based on this content. For additional details, please review our full Disclaimer & Risk Disclosure.

A record close, a $150 billion buyback boost and bullish options pricing put Nvidia within 3.8% of a first-ever $6 trillion valuation Nvidia is closing in on a number no public company has ever …

A record close, a $150 billion buyback boost and bullish options pricing put Nvidia within 3.8% of a first-ever $6 trillion valuation Nvidia is closing in on a number no public company has ever reached. The AI chipmaker’s market capitalization sits at approximately $5.7 to $5.78 trillion, just 3.8% short of the $6 trillion mark. A few months ago, the mood was different. The stock has climbed nearly 25% from a low in late July. Record highs and a very large buyback On October 5, Nvidia shares closed at a record $238.90. The stock gained 2.12% in that session and touched an intraday peak of $240.10. A gain of roughly 3.8% from current levels would make Nvidia the first company ever valued at $6 trillion. Advertisement On September 28, the company announced a record $150 billion increase to its share repurchase authorization, bringing the total to $235 billion. On September 29, US President Donald Trump met with key AI executives, including Nvidia CEO Jensen Huang, and the meeting further lifted investor optimism. 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. Nvidia reported Q2 revenue of $96.2 billion and guided Q3 revenue to a range of $105.8 billion to $110.1 billion. What the options market is betting on As of early October, options pricing implies roughly a 50% chance that Nvidia crosses $6 trillion by the end of the month. Options pricing suggests a 67% probability of surpassing the threshold by December 18. Morgan Stanley reiterated its overweight rating with a $300 price target, pointing to solid AI spending and strong revenue forecasts for Q2 and Q3 2026. Why one stock now moves whole indexes As of early October, the company accounts for around 13% of the Nasdaq and 8% of the S&P 500. What to watch from here The next clear checkpoint is the Q3 report. Delivering inside or above the $105.8 billion to $110.1 billion range would support the bull case, while a miss would test how much optimism is already priced in.

New survey data shows most companies pay for AI internally, while the heaviest adopters are increasingly tapping debt markets instead of banks Europe’s companies are spending on artificial intelligence, but they are not asking …

New survey data shows most companies pay for AI internally, while the heaviest adopters are increasingly tapping debt markets instead of banks Europe’s companies are spending on artificial intelligence, but they are not asking their banks to cover the bill. New analysis from the European Central Bank shows euro area firms leaning on market-based financing, especially debt securities, to fund AI. According to the ECB, that shift may reduce their sensitivity to interest rate changes, which is a quietly big deal for an institution whose main tool is setting those rates. The findings come from the ECB’s Survey on the Access to Finance of Enterprises, known as SAFE. It is the central bank’s regular check-in on how businesses raise money. This time, AI got its own spotlight. Lots of experimenting, not much commitment Approximately 70% of euro area firms say they use AI in some form as of 2026. Only 7% describe their usage as significant or intensive. Planned AI investment is expected to make up about 9-10% of total firm investment for 2026. Technologies and tools account for 49% of AI investment budgets. Employee training takes 46%. Advertisement Cash first, bonds second, banks fading Approximately 72% of firms planning AI investments are expected to pay for them with internal funds. That means cash flow and retained earnings, not loans or outside investors. Among high AI-active firms, debt securities issuance rose by 13% as of January 2026. Meanwhile, these firms’ reliance on traditional bank loans has started to decline. 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. AI-related borrowing made up about a quarter of credit growth to firms in the first quarter of 2026, according to the ECB research. The hardware problem Firms report it is easier to secure outside financing for tangible AI assets, such as hardware. Intangible assets are a harder sell. A server rack can be repossessed and resold. A fine-tuned model, a retrained workforce or a redesigned internal process cannot be easily put up as collateral. Much of AI’s value lives in those intangibles. 46% of budgets goes to training, which is about as intangible as investment gets. A patchwork map of adoption AI uptake is uneven across the currency bloc. Usage is highest in the Netherlands, Finland and Austria. It is lower in Italy and Ireland. Previous SAFE modules found no evidence of aggregate job losses linked to AI adoption. What this means for the ECB and for markets If AI investment is mostly funded from retained earnings, and the most active adopters are moving toward bond markets, the monetary policy transmission channel weakens for this category of spending. The ECB’s own framing is that this may reduce firms’ sensitivity to rate changes. For bond investors, the 13% rise in debt securities issuance among high AI-active firms signals a new source of corporate supply tied to technology spending. Investors buying that paper will need to judge how much of the underlying investment sits in tangible hardware versus harder-to-value intangibles. For banks, the trend is a mild warning. The companies spending most aggressively on AI are the ones drifting away from loans. The gap between 70% experimenting and 7% committed is the number to track. If that intensive group grows, the shift toward market-based funding, and its implications for how monetary policy reaches the real economy, could grow with it.

XRP futures volumes surged in September, maintaining levels not seen in the past six months, according to data from @cryptoquant_com. The increased activity suggests sustained interest in XRP derivatives, with Binance leading the market …

XRP futures volumes surged in September, maintaining levels not seen in the past six months, according to data from @cryptoquant_com. The increased activity suggests sustained interest in XRP derivatives, with Binance leading the market with $32.36 billion in volume, followed by Bybit at $12.5 billion and OKX at $11.32 billion. This surge in futures volume indicates robust participation and liquidity, although it does not specify whether market participants are leaning towards long or short positions. As of October 6, XRP’s price was noted around $1.50. Key Takeaways XRP futures volume appears to have increased significantly in September, reaching a six-month high. This activity suggests continued interest and liquidity in XRP derivatives markets. Market pricing implies that the surge in futures activity may be supportive of scenarios where XRP reaches an all-time high by 2026. What to Watch Observers should monitor developments around XRP that could impact its market trajectory, including regulatory actions by the U.S. SEC and potential statements by Ripple’s CEO, Brad Garlinghouse. Additionally, any significant movements in Bitcoin prices or interest rate changes by the Federal Reserve could influence XRP’s market dynamics. Further regulatory developments, such as new lawsuits or XRP ETF inflows, may also be pivotal in shaping the market outlook for XRP reaching a new all-time high by 2026.