Actualités financières en direct

IBIT keeps absorbing institutional demand as US spot Bitcoin ETF flows recover from a rough mid-2026 stretch BlackRock’s Bitcoin ETF clients went shopping again. This time, the receipt came to $69.85 million worth of …

IBIT keeps absorbing institutional demand as US spot Bitcoin ETF flows recover from a rough mid-2026 stretch BlackRock’s Bitcoin ETF clients went shopping again. This time, the receipt came to $69.85 million worth of Bitcoin. How the buying works When investors put money into a spot Bitcoin ETF, the fund doesn’t park that cash. It buys actual Bitcoin to back the new shares. The $69.85 million figure reflects exactly that conversion. Gloria One app, one screen — every morning, Gloria Finance briefs you on what happened and how it affected your portfolio. Read your brief → For scale, this purchase sits below some of IBIT’s bigger days this year. The trust took in $195.6 million on October 1 and logged a $183.41 million inflow in July. The bigger backdrop is a nine-day inflow streak that wrapped up in late September 2026. Over that stretch, US spot Bitcoin ETFs pulled in approximately $3 billion, their strongest run of inflows since October 2025. Advertisement IBIT grabbed a hefty slice of that pie. In one strong week in September, the fund captured approximately $1.2 billion, while rivals including Fidelity’s FBTC and ARK 21Shares’ ARKB also drew money. From a $5.8 billion hole to positive territory During the mid-2026 downturn, cumulative flows were heading toward a potential loss of approximately $5.8 billion. By late September, institutional buying had flipped that tally to modestly positive. 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. On certain days, IBIT’s inflows actually exceeded the net inflows for the entire category, meaning money was leaving other funds while still arriving at BlackRock’s door. All of this played out while Bitcoin hovered around the mid-$80,000s during trading periods. The fund that ate the category BlackRock launched IBIT in January 2024 after securing SEC approval, among the first US spot Bitcoin ETFs to reach the market. The fund quickly climbed to the top in both assets under management and inflows, offering regulated Bitcoin exposure in a familiar brokerage product, with no private keys to misplace. Throughout 2026, IBIT has frequently accounted for the majority of net category flows, even as Bitcoin’s price turned choppy. What this means for Bitcoin and investors Concentration is one notable feature of this market structure. With so much institutional money funneling through one product, IBIT’s performance and reputation carry outsized influence. On days when IBIT’s inflows exceeded total category net inflows, competitors like Fidelity and ARK 21Shares were experiencing net outflows even as BlackRock continued to attract capital.

A single day of flows on October 5 ran against the weekly trend, with Ethereum funds attracting money while Bitcoin and Solana products saw it leave On October 5, US spot crypto ETFs did …

A single day of flows on October 5 ran against the weekly trend, with Ethereum funds attracting money while Bitcoin and Solana products saw it leave On October 5, US spot crypto ETFs did something slightly awkward. Bitcoin and Solana funds posted net outflows. Ethereum funds posted net inflows. XRP products, meanwhile, recorded no net flow at all. The single-day snapshot is notable because it runs almost exactly opposite to the weekly picture. In the broader data, Bitcoin had been the clear favorite and Ethereum the one getting left on read. The daily flip versus the weekly trend Start with the daily numbers. Bitcoin and Solana spot ETFs both ended October 5 with more money leaving than arriving. Ethereum ETFs went the other way, pulling in net new capital. XRP funds broke even, with zero net flow for the day. Now zoom out. Data from SoSoValue, reported on October 5, showed US spot Bitcoin ETFs collected $241.09 million in weekly net inflows for the week ending in early October. Advertisement That marked the third straight positive week for Bitcoin funds. It also lifted cumulative inflows since the products launched in 2024 to around $57.8 billion. Ethereum’s weekly picture looked far less cheerful. Spot Ethereum ETFs shed $138.02 million in net outflows over the same period. 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. That reversed the prior week, when Ethereum funds had taken in $690 million. The swing brought Ethereum ETF inflows for the year down to approximately $1.5 billion. The smaller players: Solana, XRP and Zcash According to the SoSoValue data, Solana spot ETFs gained around $2.43 million in weekly net inflows. XRP spot ETFs brought in $4.74 million for the week. Both figures extended existing inflow streaks for those products. That context makes the October 5 Solana outflow more interesting. A fund on an inflow run posted a red day, even as its weekly tally stayed positive. Then there is Zcash. Zcash ETFs recorded their first weekly outflow, totaling approximately $94 million, per the research covering late September through early October. The backdrop: Bitcoin’s pull on capital Bitcoin was trading near $85,000 to $86,000 during the period covered by the data. The research framed the recent weekly pattern as a shift in investor sentiment, with capital appearing to favor Bitcoin over Ethereum as Bitcoin’s market dominance continued to build. Spot Bitcoin ETFs have now accumulated around $57.8 billion in net inflows since their 2024 debut. Ethereum’s year-to-date total of approximately $1.5 billion is a much smaller figure by comparison. What this means for investors The weekly trend, per SoSoValue, still favored Bitcoin. Three consecutive weeks of inflows suggests steady demand rather than a sudden spike. The research flagged that Ethereum’s outflows could raise concerns about its market position as it competes with Bitcoin for investor attention. If Ethereum funds string together several positive days, the weekly narrative could change quickly, much as the $690 million prior week showed demand can return fast. For altcoin products more broadly, Solana and XRP kept their weekly inflow streaks, while Zcash posted its first outflow of approximately $94 million. The research warned that continued rotation toward Bitcoin and other established assets could bring more volatility to the broader crypto market in the near term.

One-week 25-delta positioning tilts toward calls as Bitcoin options markets show growing appetite for upside convexity Bitcoin options traders are paying up for the right to profit if prices rise. At the one-week, 25-delta …

One-week 25-delta positioning tilts toward calls as Bitcoin options markets show growing appetite for upside convexity Bitcoin options traders are paying up for the right to profit if prices rise. At the one-week, 25-delta level, demand for calls is now running ahead of demand for puts. What the options market is signaling A call option pays off if Bitcoin rises, and a put pays off if it falls. The “25-delta” label refers to options that sit a moderate distance from the current price. Traders compare the implied volatility of 25-delta calls against 25-delta puts. The gap is called the risk reversal, or skew. When puts cost more, the market is paying for crash protection. When calls cost more, traders are paying for exposure to a rally. The broader 25-delta skew turned positive on August 20, 2026. That was the first bullish tilt in roughly 12 months. Advertisement The numbers behind the shift By mid-September 2026, calls made up approximately 61.4% of total Bitcoin options open interest, with puts accounting for 38.6%. Data from Derive put call open interest at around 305,530 BTC. In the 24-hour volume figures around the initial bullish signal, calls led puts. 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. In late September, a Derivasys snapshot showed the one-week 25-delta risk reversal rising 1.07 vol points to -0.24. That reading moved from clearly favoring downside protection to roughly neutral within a single snapshot. Further out on the curve, traders have stacked larger call open interest at the $80,000, $85,000, and $100,000 strikes for December expiries. Spot price, futures, and ETF flows Bitcoin spot was trading near $78,000 when the skew flipped positive. In the following weeks, spot consolidated in a range of $82,000 to $85,000. By early October, prices hovered between $80,000 and $85,000, supported by strong inflows into Bitcoin ETFs. Futures open interest reached about $52.6 billion around the time of the skew flip. What this means for traders and investors Large open interest at $80,000 and $85,000 sits close to where spot has been trading, which means those levels could attract attention as expiry approaches. When dealers who sold those calls hedge their exposure, their buying and selling around popular strikes can influence short-term price action. When calls become more expensive relative to puts, buying upside exposure gets pricier, while protection gets relatively cheaper. For holders who want to hedge, a market leaning toward calls can make downside protection more affordable than it was during the long put-heavy stretch. The Derivasys reading of -0.24 is a reminder that near-term skew was hovering around neutral rather than screaming bullish. With futures open interest at about $52.6 billion, a crowded market can unwind abruptly if macro conditions sour.

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.