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Why Are Buyers Disappearing From the US Housing Market?US home sellers outnumbered buyers by a record 57.9% in August. This is because 7% mortgage rates pushed buyers out. Meanwhile, more families are missing loan payments, and a top mortgage lender hit a record low.
A buyer’s market usually signals relief for house hunters. This time, however, shrinking demand reflects stretched household budgets rather than cheaper homes.
Why Are Buyers Disappearing From the US Housing Market?
Redfin estimates that about 1.53 million sellers were active in August, the most since early 2020.
Buyers, in contrast, fell to roughly 972,300. That is the lowest count in data going back to 2013.
BREAKING 🚨: Housing MarketHome Sellers now outnumber Home Buyers by the largest margin ever recorded 🤯 👀 pic.twitter.com/sS1rqZQ4k6
— Barchart (@Barchart) October 12, 2026
The reversal is stark. In early 2022, at the height of pandemic-era bidding wars, buyers outnumbered sellers by around 35%.
Rising borrowing costs explain much of the retreat. The average 30-year fixed mortgage rate reached 7.28% on Oct. 1, its highest level since November 2023.
Sellers are adjusting. Redfin data show 21.1% of listings had a price cut in the four weeks to Sept. 20, a seasonal high since tracking began in 2022.
Are American Households Running Out of Room?
The weakness extends beyond home sales. Roughly 20% of US families were late on a loan or mortgage payment within the past year.
The figure comes from the Federal Reserve’s 2025 Survey of Consumer Finances (SCF), a triennial household survey released on Oct. 9.
That share stood at just 12% in 2022. Only the 2007 survey, taken before the Global Financial Crisis, recorded a higher reading at 21%.
One in five families behind on a loan payment last year / Source: Federal Reserve
Serious delinquencies also climbed. About 8% of families fell 60 or more days behind, matching the post-crisis peak of 2010.
Debt burdens are heavier, too. According to the Fed, 8.6% of families now spend over 40% of income on debt payments, up from 6.5%.
What Does UWM’s Record Low Signal for Mortgage Lenders?
The strain is also showing in US real estate stocks, and mortgage lenders are no exception. UWM Holdings (UWMC), parent of United Wholesale Mortgage, closed at a record low of $1.08 on Oct. 9.
By dollar volume, UWM was the largest US mortgage lender in 2025, originating $164.3 billion. The figure comes from Home Mortgage Disclosure Act (HMDA) data, the federal loan-level reporting system.
BREAKING 🚨: Housing MarketThe largest mortgage lender in the United States, United Wholesale Mortgage, just fell to its lowest closing price in history and is on track for its 9th consecutive red month, its longest losing streak in history 📉 👀 😱 pic.twitter.com/Ru0vN6bjvO
— Barchart (@Barchart) October 11, 2026
The stock has dropped roughly 82% from its January high of $6.15. It is also on track for a ninth straight monthly loss, its longest losing streak ever.
The slide accelerated in August. UWM reported a $451.9 million second-quarter loss, driven by a $603 million hedging hit.
That hedge was tied to a failed bid for Two Harbors, a mortgage servicing investment firm. UWM then suspended its dividend and lined up as much as $2.05 billion in fresh capital.
Its $400 million rights offering, open until Nov. 12, prices new shares at no less than $2. That is nearly double the current share price.
Last week, Keefe, Bruyette & Woods downgraded the stock and cut its target to $1.50. The same day, UWM scrapped minimum credit scores on Fannie Mae, Freddie Mac, and Ginnie Mae loans.
Taken together, record supply, rising delinquencies, and a weakening lender point to a market where stress compounds. The New York Fed’s third-quarter household debt report, due in early November, will show whether delinquencies are still climbing.
Why Are Buyers Disappearing From the US Housing Market?
US home sellers outnumbered buyers by a record 57.9% in August. This is because 7% mortgage rates pushed buyers out. Meanwhile, more families are missing loan payments, and a top mortgage lender hit a record low.
A buyer’s market usually signals relief for house hunters. This time, however, shrinking demand reflects stretched household budgets rather than cheaper homes.
Why Are Buyers Disappearing From the US Housing Market?
Redfin estimates that about 1.53 million sellers were active in August, the most since early 2020.
Buyers, in contrast, fell to roughly 972,300. That is the lowest count in data going back to 2013.
BREAKING 🚨: Housing MarketHome Sellers now outnumber Home Buyers by the largest margin ever recorded 🤯 👀 pic.twitter.com/sS1rqZQ4k6
— Barchart (@Barchart) October 12, 2026
The reversal is stark. In early 2022, at the height of pandemic-era bidding wars, buyers outnumbered sellers by around 35%.
Rising borrowing costs explain much of the retreat. The average 30-year fixed mortgage rate reached 7.28% on Oct. 1, its highest level since November 2023.
Sellers are adjusting. Redfin data show 21.1% of listings had a price cut in the four weeks to Sept. 20, a seasonal high since tracking began in 2022.
Are American Households Running Out of Room?
The weakness extends beyond home sales. Roughly 20% of US families were late on a loan or mortgage payment within the past year.
The figure comes from the Federal Reserve’s 2025 Survey of Consumer Finances (SCF), a triennial household survey released on Oct. 9.
That share stood at just 12% in 2022. Only the 2007 survey, taken before the Global Financial Crisis, recorded a higher reading at 21%.
One in five families behind on a loan payment last year / Source: Federal Reserve
Serious delinquencies also climbed. About 8% of families fell 60 or more days behind, matching the post-crisis peak of 2010.
Debt burdens are heavier, too. According to the Fed, 8.6% of families now spend over 40% of income on debt payments, up from 6.5%.
What Does UWM’s Record Low Signal for Mortgage Lenders?
The strain is also showing in US real estate stocks, and mortgage lenders are no exception. UWM Holdings (UWMC), parent of United Wholesale Mortgage, closed at a record low of $1.08 on Oct. 9.
By dollar volume, UWM was the largest US mortgage lender in 2025, originating $164.3 billion. The figure comes from Home Mortgage Disclosure Act (HMDA) data, the federal loan-level reporting system.
BREAKING 🚨: Housing MarketThe largest mortgage lender in the United States, United Wholesale Mortgage, just fell to its lowest closing price in history and is on track for its 9th consecutive red month, its longest losing streak in history 📉 👀 😱 pic.twitter.com/Ru0vN6bjvO
— Barchart (@Barchart) October 11, 2026
The stock has dropped roughly 82% from its January high of $6.15. It is also on track for a ninth straight monthly loss, its longest losing streak ever.
The slide accelerated in August. UWM reported a $451.9 million second-quarter loss, driven by a $603 million hedging hit.
That hedge was tied to a failed bid for Two Harbors, a mortgage servicing investment firm. UWM then suspended its dividend and lined up as much as $2.05 billion in fresh capital.
Its $400 million rights offering, open until Nov. 12, prices new shares at no less than $2. That is nearly double the current share price.
Last week, Keefe, Bruyette & Woods downgraded the stock and cut its target to $1.50. The same day, UWM scrapped minimum credit scores on Fannie Mae, Freddie Mac, and Ginnie Mae loans.
Taken together, record supply, rising delinquencies, and a weakening lender point to a market where stress compounds. The New York Fed’s third-quarter household debt report, due in early November, will show whether delinquencies are still climbing.
A buyer’s market usually signals relief for house hunters. This time, however, shrinking demand reflects stretched household budgets rather than cheaper homes.
Why Are Buyers Disappearing From the US Housing Market?
Redfin estimates that about 1.53 million sellers were active in August, the most since early 2020.
Buyers, in contrast, fell to roughly 972,300. That is the lowest count in data going back to 2013.
BREAKING 🚨: Housing MarketHome Sellers now outnumber Home Buyers by the largest margin ever recorded 🤯 👀 pic.twitter.com/sS1rqZQ4k6
— Barchart (@Barchart) October 12, 2026
The reversal is stark. In early 2022, at the height of pandemic-era bidding wars, buyers outnumbered sellers by around 35%.
Rising borrowing costs explain much of the retreat. The average 30-year fixed mortgage rate reached 7.28% on Oct. 1, its highest level since November 2023.
Sellers are adjusting. Redfin data show 21.1% of listings had a price cut in the four weeks to Sept. 20, a seasonal high since tracking began in 2022.
Are American Households Running Out of Room?
The weakness extends beyond home sales. Roughly 20% of US families were late on a loan or mortgage payment within the past year.
The figure comes from the Federal Reserve’s 2025 Survey of Consumer Finances (SCF), a triennial household survey released on Oct. 9.
That share stood at just 12% in 2022. Only the 2007 survey, taken before the Global Financial Crisis, recorded a higher reading at 21%.
One in five families behind on a loan payment last year / Source: Federal Reserve
Serious delinquencies also climbed. About 8% of families fell 60 or more days behind, matching the post-crisis peak of 2010.
Debt burdens are heavier, too. According to the Fed, 8.6% of families now spend over 40% of income on debt payments, up from 6.5%.
What Does UWM’s Record Low Signal for Mortgage Lenders?
The strain is also showing in US real estate stocks, and mortgage lenders are no exception. UWM Holdings (UWMC), parent of United Wholesale Mortgage, closed at a record low of $1.08 on Oct. 9.
By dollar volume, UWM was the largest US mortgage lender in 2025, originating $164.3 billion. The figure comes from Home Mortgage Disclosure Act (HMDA) data, the federal loan-level reporting system.
BREAKING 🚨: Housing MarketThe largest mortgage lender in the United States, United Wholesale Mortgage, just fell to its lowest closing price in history and is on track for its 9th consecutive red month, its longest losing streak in history 📉 👀 😱 pic.twitter.com/Ru0vN6bjvO
— Barchart (@Barchart) October 11, 2026
The stock has dropped roughly 82% from its January high of $6.15. It is also on track for a ninth straight monthly loss, its longest losing streak ever.
The slide accelerated in August. UWM reported a $451.9 million second-quarter loss, driven by a $603 million hedging hit.
That hedge was tied to a failed bid for Two Harbors, a mortgage servicing investment firm. UWM then suspended its dividend and lined up as much as $2.05 billion in fresh capital.
Its $400 million rights offering, open until Nov. 12, prices new shares at no less than $2. That is nearly double the current share price.
Last week, Keefe, Bruyette & Woods downgraded the stock and cut its target to $1.50. The same day, UWM scrapped minimum credit scores on Fannie Mae, Freddie Mac, and Ginnie Mae loans.
Taken together, record supply, rising delinquencies, and a weakening lender point to a market where stress compounds. The New York Fed’s third-quarter household debt report, due in early November, will show whether delinquencies are still climbing.
20
Voir la traduction
MicroStrategy's Bitcoin Buys Drop 84% in 2 Weeks. Why Is Saylor Slowing Down?Strategy, the Nasdaq-listed company that holds more Bitcoin (BTC) than any other public firm, bought just 250 coins last week. Its stack now stands at 848,250 BTC.
Two weeks ago, the company formerly known as MicroStrategy added 1,665 BTC. Last week it bought 334, making this its second smaller purchase in a row.
How MicroStrategy’s Bitcoin Buys Shrank in 3 Weeks
The latest 250 BTC cost about $21.5 million, at an average of $86,194 per coin, according to the filing. For scale, Strategy bought 55,500 BTC in a single week in November 2024.
Strategy has acquired 250 $BTC and repurchased $192M of $STRC. As of 10/11/26, we hold 848,250 BTC and $5.5B of USD Assets. $MSTRhttps://t.co/PHEXogMumh
— Strategy (@Strategy) October 12, 2026
The slowdown does not reflect an empty bank account. MicroStrategy held about $4.9 billion in its dollar reserve, a cash pile set aside for dividends, according to its October 5 filing.
MicroStrategy USD Reserve and Bitcoin Holdings. Source: Strategy
Instead, more of its money has gone into buying back its own shares. In the week to October 4, it spent $176.3 million repurchasing Stretch (STRC), a preferred stock that pays investors a monthly dividend.
That was roughly six times its Bitcoin spend, as BeInCrypto reported in its coverage of last week’s buyback-heavy filing. A week earlier, STRC buybacks of $151.7 million also topped the $142.7 million spent on Bitcoin.
Is MicroStrategy Losing Its Bitcoin-Buying Power?
Bitcoin trades near $83,283, up 0.19% in 24 hours, according to BeInCrypto’s Bitcoin price page.
Bitcoin Price Performance. Source: BeInCrypto
At that price, Strategy’s coins are worth about $70.61 billion. Its average cost is $75,441 per coin. Gold advocate Peter Schiff argued that Strategy has lost its buying power because the STRC share sales that once funded its purchases have dried up.
Saylor has not slowed his signaling, however. He teased this purchase on Sunday with his usual chart of orange dots, one for each buy.
There’s always room for more orange. pic.twitter.com/hndZf0Acp7
— Michael Saylor (@saylor) October 11, 2026
Strategy still has about $18.8 billion of common stock it is authorized to sell, according to its September 28 filing. Its next filings will show how much of that money goes to Bitcoin and how much to buybacks.
MicroStrategy's Bitcoin Buys Drop 84% in 2 Weeks. Why Is Saylor Slowing Down?
Strategy, the Nasdaq-listed company that holds more Bitcoin (BTC) than any other public firm, bought just 250 coins last week. Its stack now stands at 848,250 BTC.
Two weeks ago, the company formerly known as MicroStrategy added 1,665 BTC. Last week it bought 334, making this its second smaller purchase in a row.
How MicroStrategy’s Bitcoin Buys Shrank in 3 Weeks
The latest 250 BTC cost about $21.5 million, at an average of $86,194 per coin, according to the filing. For scale, Strategy bought 55,500 BTC in a single week in November 2024.
Strategy has acquired 250 $BTC and repurchased $192M of $STRC. As of 10/11/26, we hold 848,250 BTC and $5.5B of USD Assets. $MSTRhttps://t.co/PHEXogMumh
— Strategy (@Strategy) October 12, 2026
The slowdown does not reflect an empty bank account. MicroStrategy held about $4.9 billion in its dollar reserve, a cash pile set aside for dividends, according to its October 5 filing.
MicroStrategy USD Reserve and Bitcoin Holdings. Source: Strategy
Instead, more of its money has gone into buying back its own shares. In the week to October 4, it spent $176.3 million repurchasing Stretch (STRC), a preferred stock that pays investors a monthly dividend.
That was roughly six times its Bitcoin spend, as BeInCrypto reported in its coverage of last week’s buyback-heavy filing. A week earlier, STRC buybacks of $151.7 million also topped the $142.7 million spent on Bitcoin.
Is MicroStrategy Losing Its Bitcoin-Buying Power?
Bitcoin trades near $83,283, up 0.19% in 24 hours, according to BeInCrypto’s Bitcoin price page.
Bitcoin Price Performance. Source: BeInCrypto
At that price, Strategy’s coins are worth about $70.61 billion. Its average cost is $75,441 per coin. Gold advocate Peter Schiff argued that Strategy has lost its buying power because the STRC share sales that once funded its purchases have dried up.
Saylor has not slowed his signaling, however. He teased this purchase on Sunday with his usual chart of orange dots, one for each buy.
There’s always room for more orange. pic.twitter.com/hndZf0Acp7
— Michael Saylor (@saylor) October 11, 2026
Strategy still has about $18.8 billion of common stock it is authorized to sell, according to its September 28 filing. Its next filings will show how much of that money goes to Bitcoin and how much to buybacks.
Two weeks ago, the company formerly known as MicroStrategy added 1,665 BTC. Last week it bought 334, making this its second smaller purchase in a row.
How MicroStrategy’s Bitcoin Buys Shrank in 3 Weeks
The latest 250 BTC cost about $21.5 million, at an average of $86,194 per coin, according to the filing. For scale, Strategy bought 55,500 BTC in a single week in November 2024.
Strategy has acquired 250 $BTC and repurchased $192M of $STRC. As of 10/11/26, we hold 848,250 BTC and $5.5B of USD Assets. $MSTRhttps://t.co/PHEXogMumh
— Strategy (@Strategy) October 12, 2026
The slowdown does not reflect an empty bank account. MicroStrategy held about $4.9 billion in its dollar reserve, a cash pile set aside for dividends, according to its October 5 filing.
MicroStrategy USD Reserve and Bitcoin Holdings. Source: Strategy
Instead, more of its money has gone into buying back its own shares. In the week to October 4, it spent $176.3 million repurchasing Stretch (STRC), a preferred stock that pays investors a monthly dividend.
That was roughly six times its Bitcoin spend, as BeInCrypto reported in its coverage of last week’s buyback-heavy filing. A week earlier, STRC buybacks of $151.7 million also topped the $142.7 million spent on Bitcoin.
Is MicroStrategy Losing Its Bitcoin-Buying Power?
Bitcoin trades near $83,283, up 0.19% in 24 hours, according to BeInCrypto’s Bitcoin price page.
Bitcoin Price Performance. Source: BeInCrypto
At that price, Strategy’s coins are worth about $70.61 billion. Its average cost is $75,441 per coin. Gold advocate Peter Schiff argued that Strategy has lost its buying power because the STRC share sales that once funded its purchases have dried up.
Saylor has not slowed his signaling, however. He teased this purchase on Sunday with his usual chart of orange dots, one for each buy.
There’s always room for more orange. pic.twitter.com/hndZf0Acp7
— Michael Saylor (@saylor) October 11, 2026
Strategy still has about $18.8 billion of common stock it is authorized to sell, according to its September 28 filing. Its next filings will show how much of that money goes to Bitcoin and how much to buybacks.
92
Le directeur des investissements de Bitwise classe 4 cryptomonnaies pour leur potentiel de croissance à long terme, en commençant par le BitcoinMatt Hougan, directeur des investissements chez Bitwise, estime que le Bitcoin pourrait atteindre plusieurs centaines de milliers de dollars si les portefeuilles traditionnels lui consacrent une part plus importante de leurs allocations, ainsi qu’à l’or.
Cette thèse repose sur la dépréciation des monnaies, qu’il associe aux stablecoins et à la tokenisation au cours de la prochaine décennie.
Ce que signifie une stratégie de dépréciation monétaire pour le Bitcoin
Une stratégie de dépréciation monétaire consiste à acheter des actifs susceptibles de conserver leur valeur lorsque les gouvernements creusent leur dette et que les monnaies fiduciaires perdent de leur pouvoir d’achat. Les investisseurs y ont recours pour protéger leur épargne contre l’inflation et l’affaiblissement des devises.
Le directeur des investissements de Bitwise classe 4 cryptomonnaies pour leur potentiel de croissance à long terme, en commençant par le Bitcoin
Matt Hougan, directeur des investissements chez Bitwise, estime que le Bitcoin pourrait atteindre plusieurs centaines de milliers de dollars si les portefeuilles traditionnels lui consacrent une part plus importante de leurs allocations, ainsi qu’à l’or.
Cette thèse repose sur la dépréciation des monnaies, qu’il associe aux stablecoins et à la tokenisation au cours de la prochaine décennie.
Ce que signifie une stratégie de dépréciation monétaire pour le Bitcoin
Une stratégie de dépréciation monétaire consiste à acheter des actifs susceptibles de conserver leur valeur lorsque les gouvernements creusent leur dette et que les monnaies fiduciaires perdent de leur pouvoir d’achat. Les investisseurs y ont recours pour protéger leur épargne contre l’inflation et l’affaiblissement des devises.
Cette thèse repose sur la dépréciation des monnaies, qu’il associe aux stablecoins et à la tokenisation au cours de la prochaine décennie.
Ce que signifie une stratégie de dépréciation monétaire pour le Bitcoin
Une stratégie de dépréciation monétaire consiste à acheter des actifs susceptibles de conserver leur valeur lorsque les gouvernements creusent leur dette et que les monnaies fiduciaires perdent de leur pouvoir d’achat. Les investisseurs y ont recours pour protéger leur épargne contre l’inflation et l’affaiblissement des devises.
134
Le prochain mouvement du Bitcoin dépend du marché obligataire américain et du rapport sur l’inflationLe prochain mouvement majeur du Bitcoin pourrait dépendre du marché obligataire américain. Les rendements des bons du Trésor ont atteint leur plus haut niveau en 24 ans, rendant les obligations d’État plus attrayantes pour les investisseurs et exerçant une nouvelle pression sur les cryptomonnaies.
Selon l’analyse du marché d’octobre de Bitunix, le rendement de référence des bons du Trésor américain à 10 ans a dépassé les 5,35 %. Le Bitcoin est passé sous la barre des 82 000 $, tandis que les ventes se sont étendues à l’ensemble du marché des cryptomonnaies.
La plateforme d’échange prévient que la pression persistante exercée par les rendements obligataires élevés pourrait compliquer une reprise durable des cryptomonnaies.
Le prochain mouvement du Bitcoin dépend du marché obligataire américain et du rapport sur l’inflation
Le prochain mouvement majeur du Bitcoin pourrait dépendre du marché obligataire américain. Les rendements des bons du Trésor ont atteint leur plus haut niveau en 24 ans, rendant les obligations d’État plus attrayantes pour les investisseurs et exerçant une nouvelle pression sur les cryptomonnaies.
Selon l’analyse du marché d’octobre de Bitunix, le rendement de référence des bons du Trésor américain à 10 ans a dépassé les 5,35 %. Le Bitcoin est passé sous la barre des 82 000 $, tandis que les ventes se sont étendues à l’ensemble du marché des cryptomonnaies.
La plateforme d’échange prévient que la pression persistante exercée par les rendements obligataires élevés pourrait compliquer une reprise durable des cryptomonnaies.
Selon l’analyse du marché d’octobre de Bitunix, le rendement de référence des bons du Trésor américain à 10 ans a dépassé les 5,35 %. Le Bitcoin est passé sous la barre des 82 000 $, tandis que les ventes se sont étendues à l’ensemble du marché des cryptomonnaies.
La plateforme d’échange prévient que la pression persistante exercée par les rendements obligataires élevés pourrait compliquer une reprise durable des cryptomonnaies.
26
Pourquoi le won sud-coréen monte-t-il alors que Samsung et SK Hynix chutent ?Le won sud-coréen a atteint lundi son plus haut niveau en deux ans face au dollar. Pourtant, les actions des fabricants de puces, dont les ventes en dollars contribuent à soutenir la monnaie, ont terminé dans le rouge.
La divergence est apparue à la réouverture des marchés de Séoul après un congé de trois jours : l’indice de référence KOSPI et le KOSDAQ, à forte composante technologique, ont tous deux reculé.
Ce qui attendait les géants sud-coréens des semi-conducteurs après le long week-end
L’indice de référence KOSPI a chuté de plus de 3 %, effaçant environ 162 700 milliards de wons de valeur, selon Bull Theory. Le KOSDAQ a encore plus reculé, perdant 4,29 % par rapport à sa clôture précédente pour s’établir à 853,98.
Pourquoi le won sud-coréen monte-t-il alors que Samsung et SK Hynix chutent ?
Le won sud-coréen a atteint lundi son plus haut niveau en deux ans face au dollar. Pourtant, les actions des fabricants de puces, dont les ventes en dollars contribuent à soutenir la monnaie, ont terminé dans le rouge.
La divergence est apparue à la réouverture des marchés de Séoul après un congé de trois jours : l’indice de référence KOSPI et le KOSDAQ, à forte composante technologique, ont tous deux reculé.
Ce qui attendait les géants sud-coréens des semi-conducteurs après le long week-end
L’indice de référence KOSPI a chuté de plus de 3 %, effaçant environ 162 700 milliards de wons de valeur, selon Bull Theory. Le KOSDAQ a encore plus reculé, perdant 4,29 % par rapport à sa clôture précédente pour s’établir à 853,98.
La divergence est apparue à la réouverture des marchés de Séoul après un congé de trois jours : l’indice de référence KOSPI et le KOSDAQ, à forte composante technologique, ont tous deux reculé.
Ce qui attendait les géants sud-coréens des semi-conducteurs après le long week-end
L’indice de référence KOSPI a chuté de plus de 3 %, effaçant environ 162 700 milliards de wons de valeur, selon Bull Theory. Le KOSDAQ a encore plus reculé, perdant 4,29 % par rapport à sa clôture précédente pour s’établir à 853,98.
37
Arthur Hayes pense que FLOP pourrait dépasser Bitcoin. Son réseau de test sera lancé dans quelques semainesArthur Hayes affirme que Flop Labs lancera le réseau de test FLOP d’ici quelques semaines. Cet essai de 90 jours est la seule voie d’accès à l’airdrop de genèse du projet : les mineurs, les validateurs et les agents d’IA doivent donc gagner leur part.
Pourtant, la page officielle du réseau de test de Flop Labs ne fixe aucune date de lancement. Elle subordonne plutôt le démarrage à des critères de préparation et autorise une prolongation si l’équipe ne les remplit pas.
Que se passe-t-il sur le réseau de test ?
Quel super @token2049. J’ai retrouvé un peu d’énergie juvénile grâce à la médecine cellulaire de @VeritaHealthHQ, puis j’ai passé toute la semaine à parler de la réflexion derrière @flop_labs. Maintenant, retour aux affaires pour lancer le réseau de test FLOP d’ici quelques semaines. Yachtzee
Arthur Hayes pense que FLOP pourrait dépasser Bitcoin. Son réseau de test sera lancé dans quelques semaines
Arthur Hayes affirme que Flop Labs lancera le réseau de test FLOP d’ici quelques semaines. Cet essai de 90 jours est la seule voie d’accès à l’airdrop de genèse du projet : les mineurs, les validateurs et les agents d’IA doivent donc gagner leur part.
Pourtant, la page officielle du réseau de test de Flop Labs ne fixe aucune date de lancement. Elle subordonne plutôt le démarrage à des critères de préparation et autorise une prolongation si l’équipe ne les remplit pas.
Que se passe-t-il sur le réseau de test ?
Quel super @token2049. J’ai retrouvé un peu d’énergie juvénile grâce à la médecine cellulaire de @VeritaHealthHQ, puis j’ai passé toute la semaine à parler de la réflexion derrière @flop_labs. Maintenant, retour aux affaires pour lancer le réseau de test FLOP d’ici quelques semaines. Yachtzee
Pourtant, la page officielle du réseau de test de Flop Labs ne fixe aucune date de lancement. Elle subordonne plutôt le démarrage à des critères de préparation et autorise une prolongation si l’équipe ne les remplit pas.
Que se passe-t-il sur le réseau de test ?
Quel super @token2049. J’ai retrouvé un peu d’énergie juvénile grâce à la médecine cellulaire de @VeritaHealthHQ, puis j’ai passé toute la semaine à parler de la réflexion derrière @flop_labs. Maintenant, retour aux affaires pour lancer le réseau de test FLOP d’ici quelques semaines. Yachtzee
51
3 déblocages de jetons à surveiller au cours de la troisième semaine d’octobre 2026Le marché des cryptomonnaies accueillera pour 845,8 millions de dollars de jetons au cours de la troisième semaine d’octobre 2026. Des projets majeurs, dont Cronos (CRO), Arbitrum (ARB) et Starknet (STRK), mettront en circulation d’importantes quantités de nouveaux jetons.
Ces déblocages pourraient entraîner de la volatilité sur le marché et influencer les mouvements de prix à court terme. Voici donc les éléments à surveiller.
1. Cronos (CRO)
Date de déblocage : 17 octobre
Nombre de jetons à débloquer : 1,17 milliard de CRO
Offre débloquée : 49,97 milliards de CRO
Offre totale : 100 milliards de CRO
Cronos est un écosystème blockchain de couche 1 développé en parallèle de Crypto.com. Il repose sur une chaîne compatible avec l’EVM, Cronos EVM, et une chaîne basée sur le Cosmos SDK, Cronos POS. Le CRO est le jeton natif du réseau, utilisé pour payer les frais de transaction et pour le staking.
3 déblocages de jetons à surveiller au cours de la troisième semaine d’octobre 2026
Le marché des cryptomonnaies accueillera pour 845,8 millions de dollars de jetons au cours de la troisième semaine d’octobre 2026. Des projets majeurs, dont Cronos (CRO), Arbitrum (ARB) et Starknet (STRK), mettront en circulation d’importantes quantités de nouveaux jetons.
Ces déblocages pourraient entraîner de la volatilité sur le marché et influencer les mouvements de prix à court terme. Voici donc les éléments à surveiller.
1. Cronos (CRO)
Date de déblocage : 17 octobre
Nombre de jetons à débloquer : 1,17 milliard de CRO
Offre débloquée : 49,97 milliards de CRO
Offre totale : 100 milliards de CRO
Cronos est un écosystème blockchain de couche 1 développé en parallèle de Crypto.com. Il repose sur une chaîne compatible avec l’EVM, Cronos EVM, et une chaîne basée sur le Cosmos SDK, Cronos POS. Le CRO est le jeton natif du réseau, utilisé pour payer les frais de transaction et pour le staking.
Ces déblocages pourraient entraîner de la volatilité sur le marché et influencer les mouvements de prix à court terme. Voici donc les éléments à surveiller.
1. Cronos (CRO)
Date de déblocage : 17 octobre
Nombre de jetons à débloquer : 1,17 milliard de CRO
Offre débloquée : 49,97 milliards de CRO
Offre totale : 100 milliards de CRO
Cronos est un écosystème blockchain de couche 1 développé en parallèle de Crypto.com. Il repose sur une chaîne compatible avec l’EVM, Cronos EVM, et une chaîne basée sur le Cosmos SDK, Cronos POS. Le CRO est le jeton natif du réseau, utilisé pour payer les frais de transaction et pour le staking.
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Le clic le plus risqué de la crypto se trouve tout en haut de Google : comment rester en sécuritéMartin Köppelmann, cofondateur de Gnosis, affirme que le premier résultat Google pour « gnosis safe » est une arnaque sous la forme d’une annonce payante. Le lien sponsorisé dirige les utilisateurs vers une copie soignée de Safe, un portefeuille multisignature qui détient plus de 60 milliards de dollars.
Les portefeuilles en auto-conservation servent à se passer d’intermédiaires. Pourtant, de nombreux utilisateurs trouvent encore leur portefeuille grâce à un moteur de recherche qui met aux enchères sa première place.
Comment une arnaque publicitaire sur Google peut-elle tromper des utilisateurs prudents ?
Köppelmann a contribué à la création de Gnosis, l’équipe qui a créé Safe avant de le rendre indépendant. Il a signalé l’annonce sur X.
Le clic le plus risqué de la crypto se trouve tout en haut de Google : comment rester en sécurité
Martin Köppelmann, cofondateur de Gnosis, affirme que le premier résultat Google pour « gnosis safe » est une arnaque sous la forme d’une annonce payante. Le lien sponsorisé dirige les utilisateurs vers une copie soignée de Safe, un portefeuille multisignature qui détient plus de 60 milliards de dollars.
Les portefeuilles en auto-conservation servent à se passer d’intermédiaires. Pourtant, de nombreux utilisateurs trouvent encore leur portefeuille grâce à un moteur de recherche qui met aux enchères sa première place.
Comment une arnaque publicitaire sur Google peut-elle tromper des utilisateurs prudents ?
Köppelmann a contribué à la création de Gnosis, l’équipe qui a créé Safe avant de le rendre indépendant. Il a signalé l’annonce sur X.
Les portefeuilles en auto-conservation servent à se passer d’intermédiaires. Pourtant, de nombreux utilisateurs trouvent encore leur portefeuille grâce à un moteur de recherche qui met aux enchères sa première place.
Comment une arnaque publicitaire sur Google peut-elle tromper des utilisateurs prudents ?
Köppelmann a contribué à la création de Gnosis, l’équipe qui a créé Safe avant de le rendre indépendant. Il a signalé l’annonce sur X.
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Pour Bill Gates, les personnes malveillantes qui utilisent l’IA représentent le véritable danger aujourd’huiBill Gates a déclaré que le véritable danger lié à l’intelligence artificielle (IA) aujourd’hui vient des personnes malveillantes qui l’utilisent sans garde-fous. Selon lui, le risque que l’IA échappe au contrôle humain ne se concrétisera pas avant plusieurs années.
Le cofondateur de Microsoft a tenu ces propos à Jake Tapper dans l’émission State of the Union de CNN. Il a également indiqué que les cyberattaques seraient probablement la forme la plus spectaculaire que prendra cette utilisation abusive au cours de l’année à venir.
L’absence de garde-fous au cœur de la mise en garde de Bill Gates sur l’IA
Tapper a demandé si les dirigeants en faisaient assez pour prévenir le bioterrorisme facilité par l’IA. Gates a répondu que les efforts étaient insuffisants.
Pour Bill Gates, les personnes malveillantes qui utilisent l’IA représentent le véritable danger aujourd’hui
Bill Gates a déclaré que le véritable danger lié à l’intelligence artificielle (IA) aujourd’hui vient des personnes malveillantes qui l’utilisent sans garde-fous. Selon lui, le risque que l’IA échappe au contrôle humain ne se concrétisera pas avant plusieurs années.
Le cofondateur de Microsoft a tenu ces propos à Jake Tapper dans l’émission State of the Union de CNN. Il a également indiqué que les cyberattaques seraient probablement la forme la plus spectaculaire que prendra cette utilisation abusive au cours de l’année à venir.
L’absence de garde-fous au cœur de la mise en garde de Bill Gates sur l’IA
Tapper a demandé si les dirigeants en faisaient assez pour prévenir le bioterrorisme facilité par l’IA. Gates a répondu que les efforts étaient insuffisants.
Le cofondateur de Microsoft a tenu ces propos à Jake Tapper dans l’émission State of the Union de CNN. Il a également indiqué que les cyberattaques seraient probablement la forme la plus spectaculaire que prendra cette utilisation abusive au cours de l’année à venir.
L’absence de garde-fous au cœur de la mise en garde de Bill Gates sur l’IA
Tapper a demandé si les dirigeants en faisaient assez pour prévenir le bioterrorisme facilité par l’IA. Gates a répondu que les efforts étaient insuffisants.
18
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Trump Approval Rating at 34% Three Weeks Before Midterms, Poll ShowsThree weeks before the midterms, just 34% of US voters approve of Donald Trump, a Financial Times (FT) poll shows.
Traders betting on that vote see Republicans losing the House. Polymarket gives Democrats a 91% chance of taking the chamber, on $16.4 million in volume.
Jobs, Fuel and an 8-Month War Weigh on the Vote
The FT and Focaldata surveyed 2,275 registered voters online from October 2 to 4. Roughly one-fifth approved of Trump’s handling of inflation.
More than two-thirds said the economy was heading in the wrong direction. In addition, only a quarter backed his handling of jobs and the economy.
The poll opened the same day the Bureau of Labor Statistics (BLS) reported 29,000 new jobs for September. The agency also cut its July and August estimates by a combined 60,000 jobs.
Energy costs form the other pressure point. The Consumer Price Index (CPI) rose 3.4% in the 12 months to August. Energy costs climbed 16.3% over the same period, with gasoline up 27.4%.
Trump launched the Iran war on February 28, and energy has carried most of its inflation impact since. Diesel prices topped $6 for the first time last month. Trump has weighed curbs on diesel exports to cool prices.
Support for his Iran policy has also slipped, with approval on the conflict down more than 7 points since May.
Follow us on X to get the latest news as it happens
Trump Approval Stays Low as Traders Bet on a Blue Congress
The poll found 45% of voters believe Trump is making it harder for Republican candidates to win. Last week, the Cook Political Report shifted 18 House races toward Democrats. It projects a Democratic gain of 9 to 19 seats.
Prediction markets line up with that math. Polymarket’s Senate contract gives Democrats a 64% chance, up 19 points since the market opened in July 2025. Democrats overtook Republicans in that market in August.
A separate balance-of-power contract prices a Democratic sweep of both chambers at 62%. A Republican sweep sits at 9%, on total volume of $22.2 million.
Polymarket “Balance of Power: 2026 Midterms” Chart. Source: Polymarket
Still, Republican loyalty has barely moved. Under 70% of Trump’s 2024 voters now approve of him, down from 80% in May.
However, 80% still plan to back their district’s Republican candidate. Trump has also repeated his $5,000 “Trump Dividend” promise if Republicans win.
The BLS will publish September inflation data on October 14, less than three weeks before Election Day. October figures follow on November 10, leaving the September report as the last CPI reading before the vote.
Subscribe to our YouTube channel to watch leaders and journalists provide expert insights
Trump Approval Rating at 34% Three Weeks Before Midterms, Poll Shows
Three weeks before the midterms, just 34% of US voters approve of Donald Trump, a Financial Times (FT) poll shows.
Traders betting on that vote see Republicans losing the House. Polymarket gives Democrats a 91% chance of taking the chamber, on $16.4 million in volume.
Jobs, Fuel and an 8-Month War Weigh on the Vote
The FT and Focaldata surveyed 2,275 registered voters online from October 2 to 4. Roughly one-fifth approved of Trump’s handling of inflation.
More than two-thirds said the economy was heading in the wrong direction. In addition, only a quarter backed his handling of jobs and the economy.
The poll opened the same day the Bureau of Labor Statistics (BLS) reported 29,000 new jobs for September. The agency also cut its July and August estimates by a combined 60,000 jobs.
Energy costs form the other pressure point. The Consumer Price Index (CPI) rose 3.4% in the 12 months to August. Energy costs climbed 16.3% over the same period, with gasoline up 27.4%.
Trump launched the Iran war on February 28, and energy has carried most of its inflation impact since. Diesel prices topped $6 for the first time last month. Trump has weighed curbs on diesel exports to cool prices.
Support for his Iran policy has also slipped, with approval on the conflict down more than 7 points since May.
Follow us on X to get the latest news as it happens
Trump Approval Stays Low as Traders Bet on a Blue Congress
The poll found 45% of voters believe Trump is making it harder for Republican candidates to win. Last week, the Cook Political Report shifted 18 House races toward Democrats. It projects a Democratic gain of 9 to 19 seats.
Prediction markets line up with that math. Polymarket’s Senate contract gives Democrats a 64% chance, up 19 points since the market opened in July 2025. Democrats overtook Republicans in that market in August.
A separate balance-of-power contract prices a Democratic sweep of both chambers at 62%. A Republican sweep sits at 9%, on total volume of $22.2 million.
Polymarket “Balance of Power: 2026 Midterms” Chart. Source: Polymarket
Still, Republican loyalty has barely moved. Under 70% of Trump’s 2024 voters now approve of him, down from 80% in May.
However, 80% still plan to back their district’s Republican candidate. Trump has also repeated his $5,000 “Trump Dividend” promise if Republicans win.
The BLS will publish September inflation data on October 14, less than three weeks before Election Day. October figures follow on November 10, leaving the September report as the last CPI reading before the vote.
Subscribe to our YouTube channel to watch leaders and journalists provide expert insights
Traders betting on that vote see Republicans losing the House. Polymarket gives Democrats a 91% chance of taking the chamber, on $16.4 million in volume.
Jobs, Fuel and an 8-Month War Weigh on the Vote
The FT and Focaldata surveyed 2,275 registered voters online from October 2 to 4. Roughly one-fifth approved of Trump’s handling of inflation.
More than two-thirds said the economy was heading in the wrong direction. In addition, only a quarter backed his handling of jobs and the economy.
The poll opened the same day the Bureau of Labor Statistics (BLS) reported 29,000 new jobs for September. The agency also cut its July and August estimates by a combined 60,000 jobs.
Energy costs form the other pressure point. The Consumer Price Index (CPI) rose 3.4% in the 12 months to August. Energy costs climbed 16.3% over the same period, with gasoline up 27.4%.
Trump launched the Iran war on February 28, and energy has carried most of its inflation impact since. Diesel prices topped $6 for the first time last month. Trump has weighed curbs on diesel exports to cool prices.
Support for his Iran policy has also slipped, with approval on the conflict down more than 7 points since May.
Follow us on X to get the latest news as it happens
Trump Approval Stays Low as Traders Bet on a Blue Congress
The poll found 45% of voters believe Trump is making it harder for Republican candidates to win. Last week, the Cook Political Report shifted 18 House races toward Democrats. It projects a Democratic gain of 9 to 19 seats.
Prediction markets line up with that math. Polymarket’s Senate contract gives Democrats a 64% chance, up 19 points since the market opened in July 2025. Democrats overtook Republicans in that market in August.
A separate balance-of-power contract prices a Democratic sweep of both chambers at 62%. A Republican sweep sits at 9%, on total volume of $22.2 million.
Polymarket “Balance of Power: 2026 Midterms” Chart. Source: Polymarket
Still, Republican loyalty has barely moved. Under 70% of Trump’s 2024 voters now approve of him, down from 80% in May.
However, 80% still plan to back their district’s Republican candidate. Trump has also repeated his $5,000 “Trump Dividend” promise if Republicans win.
The BLS will publish September inflation data on October 14, less than three weeks before Election Day. October figures follow on November 10, leaving the September report as the last CPI reading before the vote.
Subscribe to our YouTube channel to watch leaders and journalists provide expert insights
22
Voir la traduction
Dollar’s 18-Month High Leaves Analysts Arguing Over One TrendlineThe US Dollar Index (DXY) held around 102.2 early Monday, close to the 18-month peak it reached last week. Investors have stayed cautious as the Middle East conflict escalated ahead of key US inflation data.
Analysts disagree on whether the rally now stalls at a long-term trendline or extends a multi-year uptrend.
US Dollar Index (DXY) Daily Chart. Source: TradingView Chart Watchers Split Over the Dollar’s Next Move
The rally follows a September in which the index gained nearly 2%. On the daily chart, the DXY climbed from roughly 98.8 in early September to above 102. The move also carried the index past its July highs near 101.6.
Still, macro strategist Gert van Lagen expects the advance to stall at a trendline the index broke last year.
Follow us on X to get the latest news as it happens
#DXY is all set for a sharp rejection. 📉Finally a bearish retest with macro implications, i.e. a weekly close at the trendline through the 2023 and 2024 weekly closes. pic.twitter.com/YEqPe6jYZe
— Gert van Lagen (@GertvanLagen) October 10, 2026
Sweep, co-founder of GlydeGG, also described the move as a bearish retest. He expects a rejection next, which he said would be bullish for crypto and stocks.
In contrast, another analyst argued the DXY remains in an 18-year bull market. By his count, that run began at a record low of 70.698 on March 17, 2008. He added that the rally has years to go as the index approaches a quarterly golden cross.
Trader Alejandro also expects the dollar to strengthen, with direct consequences for digital assets.
“I believe the dollar is setting up for another major move higher. A stronger dollar tightens financial conditions and tends to put pressure on risk assets, especially crypto and altcoins,” he said.
Wednesday’s Inflation Print Sets Up the Fed’s October Call
Beyond the charts, Wednesday’s consumer price index (CPI) report now takes center stage. Producer prices and retail sales follow on Thursday, ahead of the Federal Reserve’s October 28 rate decision.
The Fed raised rates to a range of 3.75% to 4.00% on September 16. It was the central bank’s first hike since July 2023.
Traders have since scaled back bets on a follow-up increase. CME FedWatch data as of press time put the odds of a hold this month at 82.8%. A month earlier, the hold probability stood at 51%, while a hike carried 42.5%.
Fed Rate Hike Odds For October. Source: CME FedWatch
Meanwhile, early October data showed consumer sentiment falling again. The University of Michigan’s consumer sentiment index fell to 46.3 in its preliminary October reading, a five-month low. That compares with 48.1 in September, as conflict-driven living costs weighed on households.
Barclays analysts see scope for the dollar’s rally to stall, with some near-term retreat possible. They pointed to bond market volatility, which has made borrowing conditions tighter worldwide. The analysts said that strain could prompt more soothing Fed messaging before October 28, especially if CPI comes in cool.
Barclays tied its pullback case partly to a soft CPI reading. That makes Wednesday’s data the next test for traders on either side of the trendline.
Crypto Has a Stake in Which Way the Dollar Breaks
Bitcoin (BTC) has historically moved inversely to the dollar, so a firmer greenback tends to weigh on its price. That pattern did not hold in September, when Bitcoin gained 6.14% even as the dollar index rose nearly 2%.
October has been tough for digital assets so far. Total crypto market value has fallen 1.4% this month, a move tied to higher yields, an oil spike, and fund selling.
If the dollar rejects at the trendline, one source of pressure on Bitcoin would ease, given that inverse link. A breakout would instead test whether September’s resilience can repeat with the dollar at even higher levels.
Subscribe to our YouTube channel to watch leaders and journalists provide expert insights
Dollar’s 18-Month High Leaves Analysts Arguing Over One Trendline
The US Dollar Index (DXY) held around 102.2 early Monday, close to the 18-month peak it reached last week. Investors have stayed cautious as the Middle East conflict escalated ahead of key US inflation data.
Analysts disagree on whether the rally now stalls at a long-term trendline or extends a multi-year uptrend.
US Dollar Index (DXY) Daily Chart. Source: TradingView Chart Watchers Split Over the Dollar’s Next Move
The rally follows a September in which the index gained nearly 2%. On the daily chart, the DXY climbed from roughly 98.8 in early September to above 102. The move also carried the index past its July highs near 101.6.
Still, macro strategist Gert van Lagen expects the advance to stall at a trendline the index broke last year.
Follow us on X to get the latest news as it happens
#DXY is all set for a sharp rejection. 📉Finally a bearish retest with macro implications, i.e. a weekly close at the trendline through the 2023 and 2024 weekly closes. pic.twitter.com/YEqPe6jYZe
— Gert van Lagen (@GertvanLagen) October 10, 2026
Sweep, co-founder of GlydeGG, also described the move as a bearish retest. He expects a rejection next, which he said would be bullish for crypto and stocks.
In contrast, another analyst argued the DXY remains in an 18-year bull market. By his count, that run began at a record low of 70.698 on March 17, 2008. He added that the rally has years to go as the index approaches a quarterly golden cross.
Trader Alejandro also expects the dollar to strengthen, with direct consequences for digital assets.
“I believe the dollar is setting up for another major move higher. A stronger dollar tightens financial conditions and tends to put pressure on risk assets, especially crypto and altcoins,” he said.
Wednesday’s Inflation Print Sets Up the Fed’s October Call
Beyond the charts, Wednesday’s consumer price index (CPI) report now takes center stage. Producer prices and retail sales follow on Thursday, ahead of the Federal Reserve’s October 28 rate decision.
The Fed raised rates to a range of 3.75% to 4.00% on September 16. It was the central bank’s first hike since July 2023.
Traders have since scaled back bets on a follow-up increase. CME FedWatch data as of press time put the odds of a hold this month at 82.8%. A month earlier, the hold probability stood at 51%, while a hike carried 42.5%.
Fed Rate Hike Odds For October. Source: CME FedWatch
Meanwhile, early October data showed consumer sentiment falling again. The University of Michigan’s consumer sentiment index fell to 46.3 in its preliminary October reading, a five-month low. That compares with 48.1 in September, as conflict-driven living costs weighed on households.
Barclays analysts see scope for the dollar’s rally to stall, with some near-term retreat possible. They pointed to bond market volatility, which has made borrowing conditions tighter worldwide. The analysts said that strain could prompt more soothing Fed messaging before October 28, especially if CPI comes in cool.
Barclays tied its pullback case partly to a soft CPI reading. That makes Wednesday’s data the next test for traders on either side of the trendline.
Crypto Has a Stake in Which Way the Dollar Breaks
Bitcoin (BTC) has historically moved inversely to the dollar, so a firmer greenback tends to weigh on its price. That pattern did not hold in September, when Bitcoin gained 6.14% even as the dollar index rose nearly 2%.
October has been tough for digital assets so far. Total crypto market value has fallen 1.4% this month, a move tied to higher yields, an oil spike, and fund selling.
If the dollar rejects at the trendline, one source of pressure on Bitcoin would ease, given that inverse link. A breakout would instead test whether September’s resilience can repeat with the dollar at even higher levels.
Subscribe to our YouTube channel to watch leaders and journalists provide expert insights
Analysts disagree on whether the rally now stalls at a long-term trendline or extends a multi-year uptrend.
US Dollar Index (DXY) Daily Chart. Source: TradingView Chart Watchers Split Over the Dollar’s Next Move
The rally follows a September in which the index gained nearly 2%. On the daily chart, the DXY climbed from roughly 98.8 in early September to above 102. The move also carried the index past its July highs near 101.6.
Still, macro strategist Gert van Lagen expects the advance to stall at a trendline the index broke last year.
Follow us on X to get the latest news as it happens
#DXY is all set for a sharp rejection. 📉Finally a bearish retest with macro implications, i.e. a weekly close at the trendline through the 2023 and 2024 weekly closes. pic.twitter.com/YEqPe6jYZe
— Gert van Lagen (@GertvanLagen) October 10, 2026
Sweep, co-founder of GlydeGG, also described the move as a bearish retest. He expects a rejection next, which he said would be bullish for crypto and stocks.
In contrast, another analyst argued the DXY remains in an 18-year bull market. By his count, that run began at a record low of 70.698 on March 17, 2008. He added that the rally has years to go as the index approaches a quarterly golden cross.
Trader Alejandro also expects the dollar to strengthen, with direct consequences for digital assets.
“I believe the dollar is setting up for another major move higher. A stronger dollar tightens financial conditions and tends to put pressure on risk assets, especially crypto and altcoins,” he said.
Wednesday’s Inflation Print Sets Up the Fed’s October Call
Beyond the charts, Wednesday’s consumer price index (CPI) report now takes center stage. Producer prices and retail sales follow on Thursday, ahead of the Federal Reserve’s October 28 rate decision.
The Fed raised rates to a range of 3.75% to 4.00% on September 16. It was the central bank’s first hike since July 2023.
Traders have since scaled back bets on a follow-up increase. CME FedWatch data as of press time put the odds of a hold this month at 82.8%. A month earlier, the hold probability stood at 51%, while a hike carried 42.5%.
Fed Rate Hike Odds For October. Source: CME FedWatch
Meanwhile, early October data showed consumer sentiment falling again. The University of Michigan’s consumer sentiment index fell to 46.3 in its preliminary October reading, a five-month low. That compares with 48.1 in September, as conflict-driven living costs weighed on households.
Barclays analysts see scope for the dollar’s rally to stall, with some near-term retreat possible. They pointed to bond market volatility, which has made borrowing conditions tighter worldwide. The analysts said that strain could prompt more soothing Fed messaging before October 28, especially if CPI comes in cool.
Barclays tied its pullback case partly to a soft CPI reading. That makes Wednesday’s data the next test for traders on either side of the trendline.
Crypto Has a Stake in Which Way the Dollar Breaks
Bitcoin (BTC) has historically moved inversely to the dollar, so a firmer greenback tends to weigh on its price. That pattern did not hold in September, when Bitcoin gained 6.14% even as the dollar index rose nearly 2%.
October has been tough for digital assets so far. Total crypto market value has fallen 1.4% this month, a move tied to higher yields, an oil spike, and fund selling.
If the dollar rejects at the trendline, one source of pressure on Bitcoin would ease, given that inverse link. A breakout would instead test whether September’s resilience can repeat with the dollar at even higher levels.
Subscribe to our YouTube channel to watch leaders and journalists provide expert insights
19
Voir la traduction
Solana ETFs End a 14-Week Buying Streak With Their Largest Weekly ExitUS spot Solana (SOL) exchange-traded funds (ETFs) lost $24.8 million in the week ending October 9. It was their largest weekly outflow since launch in October 2025 and ended 14 straight inflow weeks.
Just 2 weeks earlier, the funds drew $188.2 million, their second-biggest week on record. Inflows then slowed to $2.4 million in the week ending October 2.
Solana’s Record Exit Lands in a Red Week for Crypto ETFs
According to SoSoValue data, the previous weekly record was an $8.9 million outflow in the week ending February 6. Last week’s exit was almost 3 times that size.
Follow us on X to get the latest news as it happens
Solana ETF Weekly Flows. Source: SoSoValue
Bitcoin (BTC) ETFs shed $681.1 million in the same week, while Ethereum (ETH) ETFs lost $542.1 million. Ethereum funds closed the week on a ninth straight outflow day, BeInCrypto reported.
Zcash (ZEC) and Hyperliquid (HYPE) ETFs also posted outflows of $30.7 million and $9.4 million, respectively.
SOL Sees Modest Rise After a 10% Slide
Net assets in the Solana funds fell 8.9% over the week, from $1.90 billion to $1.73 billion. The outflow accounts for only about $25 million of that $170 million decline. The rest largely reflects SOL’s price slide over the same period.
SOL fell 10.25% during the trading week before recording modest gains over the weekend. The altcoin traded at $111.53 at press time, up 1.45% over the past 24 hours, according to BeInCrypto Markets data.
Solana (SOL) Price Performance. Source: BeInCrypto Markets
The next weekly print, covering trading through October 16, will show whether fund buyers returned after the price drop.
XRP ETFs Keep Drawing Money as Other Crypto Funds Bleed
Meanwhile, spot XRP (XRP) ETFs moved in the opposite direction, drawing $11.3 million over the same week. The inflow extended their streak to 13 consecutive weeks.
Their last outflow week ended July 10. In contrast, other major ETFs all posted net outflows last week.
The buying held up even as XRP fell 8.2% during the week. Cumulative net inflows into XRP ETFs reached a record $1.80 billion. Net assets, however, stood lower at $1.57 billion.
Even so, Solana and XRP ETFs have each drawn more net money in 2026 than spot Bitcoin ETFs. Since January 1, Solana funds have attracted $816.8 million and XRP funds $635.5 million, against $494.1 million for Bitcoin.
Subscribe to our YouTube channel to watch leaders and journalists provide expert insights
Solana ETFs End a 14-Week Buying Streak With Their Largest Weekly Exit
US spot Solana (SOL) exchange-traded funds (ETFs) lost $24.8 million in the week ending October 9. It was their largest weekly outflow since launch in October 2025 and ended 14 straight inflow weeks.
Just 2 weeks earlier, the funds drew $188.2 million, their second-biggest week on record. Inflows then slowed to $2.4 million in the week ending October 2.
Solana’s Record Exit Lands in a Red Week for Crypto ETFs
According to SoSoValue data, the previous weekly record was an $8.9 million outflow in the week ending February 6. Last week’s exit was almost 3 times that size.
Follow us on X to get the latest news as it happens
Solana ETF Weekly Flows. Source: SoSoValue
Bitcoin (BTC) ETFs shed $681.1 million in the same week, while Ethereum (ETH) ETFs lost $542.1 million. Ethereum funds closed the week on a ninth straight outflow day, BeInCrypto reported.
Zcash (ZEC) and Hyperliquid (HYPE) ETFs also posted outflows of $30.7 million and $9.4 million, respectively.
SOL Sees Modest Rise After a 10% Slide
Net assets in the Solana funds fell 8.9% over the week, from $1.90 billion to $1.73 billion. The outflow accounts for only about $25 million of that $170 million decline. The rest largely reflects SOL’s price slide over the same period.
SOL fell 10.25% during the trading week before recording modest gains over the weekend. The altcoin traded at $111.53 at press time, up 1.45% over the past 24 hours, according to BeInCrypto Markets data.
Solana (SOL) Price Performance. Source: BeInCrypto Markets
The next weekly print, covering trading through October 16, will show whether fund buyers returned after the price drop.
XRP ETFs Keep Drawing Money as Other Crypto Funds Bleed
Meanwhile, spot XRP (XRP) ETFs moved in the opposite direction, drawing $11.3 million over the same week. The inflow extended their streak to 13 consecutive weeks.
Their last outflow week ended July 10. In contrast, other major ETFs all posted net outflows last week.
The buying held up even as XRP fell 8.2% during the week. Cumulative net inflows into XRP ETFs reached a record $1.80 billion. Net assets, however, stood lower at $1.57 billion.
Even so, Solana and XRP ETFs have each drawn more net money in 2026 than spot Bitcoin ETFs. Since January 1, Solana funds have attracted $816.8 million and XRP funds $635.5 million, against $494.1 million for Bitcoin.
Subscribe to our YouTube channel to watch leaders and journalists provide expert insights
Just 2 weeks earlier, the funds drew $188.2 million, their second-biggest week on record. Inflows then slowed to $2.4 million in the week ending October 2.
Solana’s Record Exit Lands in a Red Week for Crypto ETFs
According to SoSoValue data, the previous weekly record was an $8.9 million outflow in the week ending February 6. Last week’s exit was almost 3 times that size.
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Solana ETF Weekly Flows. Source: SoSoValue
Bitcoin (BTC) ETFs shed $681.1 million in the same week, while Ethereum (ETH) ETFs lost $542.1 million. Ethereum funds closed the week on a ninth straight outflow day, BeInCrypto reported.
Zcash (ZEC) and Hyperliquid (HYPE) ETFs also posted outflows of $30.7 million and $9.4 million, respectively.
SOL Sees Modest Rise After a 10% Slide
Net assets in the Solana funds fell 8.9% over the week, from $1.90 billion to $1.73 billion. The outflow accounts for only about $25 million of that $170 million decline. The rest largely reflects SOL’s price slide over the same period.
SOL fell 10.25% during the trading week before recording modest gains over the weekend. The altcoin traded at $111.53 at press time, up 1.45% over the past 24 hours, according to BeInCrypto Markets data.
Solana (SOL) Price Performance. Source: BeInCrypto Markets
The next weekly print, covering trading through October 16, will show whether fund buyers returned after the price drop.
XRP ETFs Keep Drawing Money as Other Crypto Funds Bleed
Meanwhile, spot XRP (XRP) ETFs moved in the opposite direction, drawing $11.3 million over the same week. The inflow extended their streak to 13 consecutive weeks.
Their last outflow week ended July 10. In contrast, other major ETFs all posted net outflows last week.
The buying held up even as XRP fell 8.2% during the week. Cumulative net inflows into XRP ETFs reached a record $1.80 billion. Net assets, however, stood lower at $1.57 billion.
Even so, Solana and XRP ETFs have each drawn more net money in 2026 than spot Bitcoin ETFs. Since January 1, Solana funds have attracted $816.8 million and XRP funds $635.5 million, against $494.1 million for Bitcoin.
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13
Les entrées des ETF Bitcoin marquent une pause après une envolée de 1,7 milliard de dollars : la demande va-t-elle revenir ?Les fonds négociés en bourse (ETF) Bitcoin (BTC) au comptant aux États-Unis n’ont enregistré qu’environ 232 millions de dollars d’entrées en 13 séances. Les entrées des ETF Bitcoin ont totalisé 1,7 milliard de dollars les 21 et 22 septembre, puis se sont taries.
Le cours du Bitcoin a rebondi au-dessus de 83 000 dollars pendant la nuit, alors que les fonds cotés aux États-Unis ne se négociaient pas ; les acheteurs d’ETF n’ont donc pas confirmé ce mouvement. Les données sur les flux de lundi montreront s’ils lui emboîtent le pas.
Que sont devenues les entrées de capitaux des ETF Bitcoin après le 22 septembre ?
Le suivi des données SoSoValue indique que les fonds ont enregistré des entrées de 999 millions de dollars le 21 septembre et de 714,8 millions de dollars le 22 septembre. Les entrées cumulées ont atteint 56,87 milliards de dollars à la fin de cette deuxième journée.
Les entrées des ETF Bitcoin marquent une pause après une envolée de 1,7 milliard de dollars : la demande va-t-elle revenir ?
Les fonds négociés en bourse (ETF) Bitcoin (BTC) au comptant aux États-Unis n’ont enregistré qu’environ 232 millions de dollars d’entrées en 13 séances. Les entrées des ETF Bitcoin ont totalisé 1,7 milliard de dollars les 21 et 22 septembre, puis se sont taries.
Le cours du Bitcoin a rebondi au-dessus de 83 000 dollars pendant la nuit, alors que les fonds cotés aux États-Unis ne se négociaient pas ; les acheteurs d’ETF n’ont donc pas confirmé ce mouvement. Les données sur les flux de lundi montreront s’ils lui emboîtent le pas.
Que sont devenues les entrées de capitaux des ETF Bitcoin après le 22 septembre ?
Le suivi des données SoSoValue indique que les fonds ont enregistré des entrées de 999 millions de dollars le 21 septembre et de 714,8 millions de dollars le 22 septembre. Les entrées cumulées ont atteint 56,87 milliards de dollars à la fin de cette deuxième journée.
Le cours du Bitcoin a rebondi au-dessus de 83 000 dollars pendant la nuit, alors que les fonds cotés aux États-Unis ne se négociaient pas ; les acheteurs d’ETF n’ont donc pas confirmé ce mouvement. Les données sur les flux de lundi montreront s’ils lui emboîtent le pas.
Que sont devenues les entrées de capitaux des ETF Bitcoin après le 22 septembre ?
Le suivi des données SoSoValue indique que les fonds ont enregistré des entrées de 999 millions de dollars le 21 septembre et de 714,8 millions de dollars le 22 septembre. Les entrées cumulées ont atteint 56,87 milliards de dollars à la fin de cette deuxième journée.
19
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A Few Stocks Carry the S&P 500: 41% of Stocks Trade 30% Below HighsThe S&P 500 is within 0.2% of its record, yet 41% of S&P 500 stocks sit over 30% below highs. It is quite clear, there are just a few names are carrying the whole market.
Some 84% of index members trade at least 10% below all-time highs, and 17% are down more than 50%. However, the index weights companies by market value, so the largest stocks dominate its moves.
Which S&P 500 Stocks Are Missing the Rally?
Real Estate leads, with 97% of its stocks at least 10% below all-time highs, The Kobeissi Letter said.
Materials follow at 96%, Utilities at 94% and Consumer Discretionary at 92%.
In contrast, Energy has held up better at 62%, followed by Healthcare at 70% and Information Technology at 72%.
Meanwhile, real estate stocks hit a record low against the S&P 500 last week.
BREAKING: 84% of S&P 500 stocks are now trading at least -10% below their all-time highs.Real Estate leads the drawdown, with 97% of stocks down at least -10%, followed by Materials at 96%, Utilities at 94%, and Consumer Discretionary at 92%.By comparison, Energy has held up… pic.twitter.com/x1l2BpFJ5K
— The Kobeissi Letter (@KobeissiLetter) October 11, 2026
Longer-dated Treasury yields hit 24-year highs on October 7. Higher yields can weigh on rate-sensitive sectors such as real estate and utilities.
How Long Can a Few Names Hold Up the Index?
The index closed above 7,800 for the first time on October 6, CNBC reported. In addition, Nvidia, Apple and Microsoft make up roughly a fifth of the S&P 500.
Kevin Gordon, Schwab’s head of macro research and strategy, says artificial intelligence (AI) stocks now hold the index up. However, the average member fell 14% peak to trough since early August, he noted.
Goldman Sachs’ ex-AI index excludes stocks the bank classes as AI enablers. It gained 6.7% in the six months to October 6, against 18.3% for the S&P 500.
Gordon said a single mega-cap capex miss, a shortfall in AI spending, paired with pared-back budgets could disrupt earnings.
With 17% of members already down more than 50%, the index may lack a broad base if AI spending falters. Third-quarter reports from the largest AI spenders may show whether that base holds.
A Few Stocks Carry the S&P 500: 41% of Stocks Trade 30% Below Highs
The S&P 500 is within 0.2% of its record, yet 41% of S&P 500 stocks sit over 30% below highs. It is quite clear, there are just a few names are carrying the whole market.
Some 84% of index members trade at least 10% below all-time highs, and 17% are down more than 50%. However, the index weights companies by market value, so the largest stocks dominate its moves.
Which S&P 500 Stocks Are Missing the Rally?
Real Estate leads, with 97% of its stocks at least 10% below all-time highs, The Kobeissi Letter said.
Materials follow at 96%, Utilities at 94% and Consumer Discretionary at 92%.
In contrast, Energy has held up better at 62%, followed by Healthcare at 70% and Information Technology at 72%.
Meanwhile, real estate stocks hit a record low against the S&P 500 last week.
BREAKING: 84% of S&P 500 stocks are now trading at least -10% below their all-time highs.Real Estate leads the drawdown, with 97% of stocks down at least -10%, followed by Materials at 96%, Utilities at 94%, and Consumer Discretionary at 92%.By comparison, Energy has held up… pic.twitter.com/x1l2BpFJ5K
— The Kobeissi Letter (@KobeissiLetter) October 11, 2026
Longer-dated Treasury yields hit 24-year highs on October 7. Higher yields can weigh on rate-sensitive sectors such as real estate and utilities.
How Long Can a Few Names Hold Up the Index?
The index closed above 7,800 for the first time on October 6, CNBC reported. In addition, Nvidia, Apple and Microsoft make up roughly a fifth of the S&P 500.
Kevin Gordon, Schwab’s head of macro research and strategy, says artificial intelligence (AI) stocks now hold the index up. However, the average member fell 14% peak to trough since early August, he noted.
Goldman Sachs’ ex-AI index excludes stocks the bank classes as AI enablers. It gained 6.7% in the six months to October 6, against 18.3% for the S&P 500.
Gordon said a single mega-cap capex miss, a shortfall in AI spending, paired with pared-back budgets could disrupt earnings.
With 17% of members already down more than 50%, the index may lack a broad base if AI spending falters. Third-quarter reports from the largest AI spenders may show whether that base holds.
Some 84% of index members trade at least 10% below all-time highs, and 17% are down more than 50%. However, the index weights companies by market value, so the largest stocks dominate its moves.
Which S&P 500 Stocks Are Missing the Rally?
Real Estate leads, with 97% of its stocks at least 10% below all-time highs, The Kobeissi Letter said.
Materials follow at 96%, Utilities at 94% and Consumer Discretionary at 92%.
In contrast, Energy has held up better at 62%, followed by Healthcare at 70% and Information Technology at 72%.
Meanwhile, real estate stocks hit a record low against the S&P 500 last week.
BREAKING: 84% of S&P 500 stocks are now trading at least -10% below their all-time highs.Real Estate leads the drawdown, with 97% of stocks down at least -10%, followed by Materials at 96%, Utilities at 94%, and Consumer Discretionary at 92%.By comparison, Energy has held up… pic.twitter.com/x1l2BpFJ5K
— The Kobeissi Letter (@KobeissiLetter) October 11, 2026
Longer-dated Treasury yields hit 24-year highs on October 7. Higher yields can weigh on rate-sensitive sectors such as real estate and utilities.
How Long Can a Few Names Hold Up the Index?
The index closed above 7,800 for the first time on October 6, CNBC reported. In addition, Nvidia, Apple and Microsoft make up roughly a fifth of the S&P 500.
Kevin Gordon, Schwab’s head of macro research and strategy, says artificial intelligence (AI) stocks now hold the index up. However, the average member fell 14% peak to trough since early August, he noted.
Goldman Sachs’ ex-AI index excludes stocks the bank classes as AI enablers. It gained 6.7% in the six months to October 6, against 18.3% for the S&P 500.
Gordon said a single mega-cap capex miss, a shortfall in AI spending, paired with pared-back budgets could disrupt earnings.
With 17% of members already down more than 50%, the index may lack a broad base if AI spending falters. Third-quarter reports from the largest AI spenders may show whether that base holds.
12
Vérifié
4 393 ETH de portefeuilles liés à l’Ethereum Foundation arrivent sur Kraken : vente massive ou mouvement habituel ?Deux portefeuilles liés à l’Ethereum Foundation ont envoyé 4 393 ether (ETH), d’une valeur d’environ 11,13 millions de dollars, à Kraken. Un dépôt sur une plateforme d’échange ne prouve pas à lui seul qu’il y a eu une vente, mais ce transfert s’inscrit dans une série de mouvements similaires qui dure depuis dix ans.
Les portefeuilles ont reçu 59 751 ETH d’un portefeuille de l’Ethereum Foundation (EF) il y a une dizaine d’années, à une époque où, selon le compte d’analyse onchain Lookonchain, l’ETH s’échangeait à 0,90 $. Aucun des deux posts ne montre que les ETH envoyés à Kraken ont été vendus.
Les dépôts sur Kraken depuis des portefeuilles liés à l’Ethereum Foundation signifient-ils une vente ?
4 393 ETH de portefeuilles liés à l’Ethereum Foundation arrivent sur Kraken : vente massive ou mouvement habituel ?
Deux portefeuilles liés à l’Ethereum Foundation ont envoyé 4 393 ether (ETH), d’une valeur d’environ 11,13 millions de dollars, à Kraken. Un dépôt sur une plateforme d’échange ne prouve pas à lui seul qu’il y a eu une vente, mais ce transfert s’inscrit dans une série de mouvements similaires qui dure depuis dix ans.
Les portefeuilles ont reçu 59 751 ETH d’un portefeuille de l’Ethereum Foundation (EF) il y a une dizaine d’années, à une époque où, selon le compte d’analyse onchain Lookonchain, l’ETH s’échangeait à 0,90 $. Aucun des deux posts ne montre que les ETH envoyés à Kraken ont été vendus.
Les dépôts sur Kraken depuis des portefeuilles liés à l’Ethereum Foundation signifient-ils une vente ?
Les portefeuilles ont reçu 59 751 ETH d’un portefeuille de l’Ethereum Foundation (EF) il y a une dizaine d’années, à une époque où, selon le compte d’analyse onchain Lookonchain, l’ETH s’échangeait à 0,90 $. Aucun des deux posts ne montre que les ETH envoyés à Kraken ont été vendus.
Les dépôts sur Kraken depuis des portefeuilles liés à l’Ethereum Foundation signifient-ils une vente ?
1
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Oil Slips as Trump Touts Energy Ceasefire: Why Cramer Isn't Buying ItOil prices dipped after President Donald Trump declared an energy ceasefire between Russia and Ukraine. CNBC host Jim Cramer expects crude to stay near $100 while the war continues.
However, Moscow has not commented, and Ukrainian President Volodymyr Zelensky says Russia hit a Kyiv power plant after the announcement. Trump gave no terms for the pause.
Does an Energy Ceasefire Reach the Iran War Behind Fuel Prices?
Brent crude traded near $103 per barrel on Monday, according to Trading Economics. West Texas Intermediate (WTI), the US benchmark, sat near $90. Over the past month, however, WTI fell about 12% while Brent slipped about 3.5%.
BREAKING: Oil crashes below $90 as Russia-Ukraine energy ceasefire raises expectations of increased Russian oil supplies. pic.twitter.com/fV88PQh9Wp
— Bull Theory (@BullTheoryio) October 12, 2026
Cramer pointed to a pattern in earlier ceasefire headlines.
“We have seen these again and again and we are fooled again and again.”
oil falling on an energy cease fire. We have seen these again and again and we are fooled again and again. As long as there is a war on oil will stay clustered around $100
— Jim Cramer (@jimcramer) October 12, 2026
The truce covers Russia and Ukraine only. Zelensky said Ukraine will hold its fire on Russian energy sites if Moscow does the same.
Britain, France, and Canada have also voiced support.
Meanwhile, the BBC links the rise in global fuel costs, diesel especially, to the war with Iran.
Trump wants Kyiv to stop attacking Russian oil sites, a demand tied to his Russian diesel deal. That deal temporarily eases sanctions on Russian imports.
In contrast, seven US senators from both parties argue the deal contradicts the existing ban on Russian energy imports. Zelensky says it helps Russian President Vladimir Putin.
Higher pump prices have already fed broader inflation, the BBC reports. Still, if Brent holds near $100, that pressure could persist for stocks, bonds, and consumers.
Until Moscow responds and Iran-related supply risks ease, Cramer’s $100 line may stay the level markets test.
Oil Slips as Trump Touts Energy Ceasefire: Why Cramer Isn't Buying It
Oil prices dipped after President Donald Trump declared an energy ceasefire between Russia and Ukraine. CNBC host Jim Cramer expects crude to stay near $100 while the war continues.
However, Moscow has not commented, and Ukrainian President Volodymyr Zelensky says Russia hit a Kyiv power plant after the announcement. Trump gave no terms for the pause.
Does an Energy Ceasefire Reach the Iran War Behind Fuel Prices?
Brent crude traded near $103 per barrel on Monday, according to Trading Economics. West Texas Intermediate (WTI), the US benchmark, sat near $90. Over the past month, however, WTI fell about 12% while Brent slipped about 3.5%.
BREAKING: Oil crashes below $90 as Russia-Ukraine energy ceasefire raises expectations of increased Russian oil supplies. pic.twitter.com/fV88PQh9Wp
— Bull Theory (@BullTheoryio) October 12, 2026
Cramer pointed to a pattern in earlier ceasefire headlines.
“We have seen these again and again and we are fooled again and again.”
oil falling on an energy cease fire. We have seen these again and again and we are fooled again and again. As long as there is a war on oil will stay clustered around $100
— Jim Cramer (@jimcramer) October 12, 2026
The truce covers Russia and Ukraine only. Zelensky said Ukraine will hold its fire on Russian energy sites if Moscow does the same.
Britain, France, and Canada have also voiced support.
Meanwhile, the BBC links the rise in global fuel costs, diesel especially, to the war with Iran.
Trump wants Kyiv to stop attacking Russian oil sites, a demand tied to his Russian diesel deal. That deal temporarily eases sanctions on Russian imports.
In contrast, seven US senators from both parties argue the deal contradicts the existing ban on Russian energy imports. Zelensky says it helps Russian President Vladimir Putin.
Higher pump prices have already fed broader inflation, the BBC reports. Still, if Brent holds near $100, that pressure could persist for stocks, bonds, and consumers.
Until Moscow responds and Iran-related supply risks ease, Cramer’s $100 line may stay the level markets test.
However, Moscow has not commented, and Ukrainian President Volodymyr Zelensky says Russia hit a Kyiv power plant after the announcement. Trump gave no terms for the pause.
Does an Energy Ceasefire Reach the Iran War Behind Fuel Prices?
Brent crude traded near $103 per barrel on Monday, according to Trading Economics. West Texas Intermediate (WTI), the US benchmark, sat near $90. Over the past month, however, WTI fell about 12% while Brent slipped about 3.5%.
BREAKING: Oil crashes below $90 as Russia-Ukraine energy ceasefire raises expectations of increased Russian oil supplies. pic.twitter.com/fV88PQh9Wp
— Bull Theory (@BullTheoryio) October 12, 2026
Cramer pointed to a pattern in earlier ceasefire headlines.
“We have seen these again and again and we are fooled again and again.”
oil falling on an energy cease fire. We have seen these again and again and we are fooled again and again. As long as there is a war on oil will stay clustered around $100
— Jim Cramer (@jimcramer) October 12, 2026
The truce covers Russia and Ukraine only. Zelensky said Ukraine will hold its fire on Russian energy sites if Moscow does the same.
Britain, France, and Canada have also voiced support.
Meanwhile, the BBC links the rise in global fuel costs, diesel especially, to the war with Iran.
Trump wants Kyiv to stop attacking Russian oil sites, a demand tied to his Russian diesel deal. That deal temporarily eases sanctions on Russian imports.
In contrast, seven US senators from both parties argue the deal contradicts the existing ban on Russian energy imports. Zelensky says it helps Russian President Vladimir Putin.
Higher pump prices have already fed broader inflation, the BBC reports. Still, if Brent holds near $100, that pressure could persist for stocks, bonds, and consumers.
Until Moscow responds and Iran-related supply risks ease, Cramer’s $100 line may stay the level markets test.
30
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Ford and JPMorgan Back Michigan Factories in Attempt to Bring US Manufacturing HomeFord and JPMorganChase each aim to put up to $1 billion behind Michigan suppliers. Rare earth stocks, among the closest listed plays on US manufacturing, have slid as much as 29% in a month.
Ford, JPMorganChase and the State of Michigan launched the Michigan Launchpad for Industrial Innovation and Transformation (LIFT) on Sept. 29. The $1 billion figures are decade-long aspirations, or about $100 million a year each.
Does $1 Billion Each Move Ford and JPMorgan Shares?
JPMorganChase held $5 trillion in assets on June 30, so $1 billion in loans equals about 0.02% of that. Not too much of a spend, but at least an indicator of where the bank feels there is value.
Ford’s orders would arrive over a decade, subject to its standard supplier qualification and approval processes. In addition, the announcement quantifies no earnings impact for either company.
Will US Manufacturing Stocks Catch the Funding Wave?
Critical minerals are among the program’s first supply challenges, and Ford CEO Jim Farley named magnets and rare earths. The program’s other target areas include robotics, semiconductors and battery storage, though the announcement names no listed suppliers.
USA Rare Earth (USAR), a magnet maker still building its plants, fell 29% in a month through Oct. 8. Meanwhile, the VanEck Rare Earth and Strategic Metals ETF (REMX) lost 21% over that span.
MP Materials (MP) runs the only large-scale US rare earth mine. Even so, it closed at $46.14 on Oct. 9, under half its October 2025 high.
The selling has hit builders hardest, 24/7 Wall St. reported, as they spend ahead of revenue. An earlier leg of the slide came on US-China thaw hopes ahead of the Trump-Xi summit, 24/7 Wall St. reported.
LIFT’s pitch targets that gap, since the announcement blames uncertain demand and late financing for stalled suppliers. Yet it targets Michigan expansions, while MP Materials builds in Texas and USA Rare Earth in Oklahoma and South Carolina.
JPMorganChase CEO Jamie Dimon said $5 billion has gone directly into security-focused firms, against up to $10 billion planned. At the same time, money managers are split on whether the S&P 500’s record rally can broaden beyond big tech.
Ford and JPMorgan Back Michigan Factories in Attempt to Bring US Manufacturing Home
Ford and JPMorganChase each aim to put up to $1 billion behind Michigan suppliers. Rare earth stocks, among the closest listed plays on US manufacturing, have slid as much as 29% in a month.
Ford, JPMorganChase and the State of Michigan launched the Michigan Launchpad for Industrial Innovation and Transformation (LIFT) on Sept. 29. The $1 billion figures are decade-long aspirations, or about $100 million a year each.
Does $1 Billion Each Move Ford and JPMorgan Shares?
JPMorganChase held $5 trillion in assets on June 30, so $1 billion in loans equals about 0.02% of that. Not too much of a spend, but at least an indicator of where the bank feels there is value.
Ford’s orders would arrive over a decade, subject to its standard supplier qualification and approval processes. In addition, the announcement quantifies no earnings impact for either company.
Will US Manufacturing Stocks Catch the Funding Wave?
Critical minerals are among the program’s first supply challenges, and Ford CEO Jim Farley named magnets and rare earths. The program’s other target areas include robotics, semiconductors and battery storage, though the announcement names no listed suppliers.
USA Rare Earth (USAR), a magnet maker still building its plants, fell 29% in a month through Oct. 8. Meanwhile, the VanEck Rare Earth and Strategic Metals ETF (REMX) lost 21% over that span.
MP Materials (MP) runs the only large-scale US rare earth mine. Even so, it closed at $46.14 on Oct. 9, under half its October 2025 high.
The selling has hit builders hardest, 24/7 Wall St. reported, as they spend ahead of revenue. An earlier leg of the slide came on US-China thaw hopes ahead of the Trump-Xi summit, 24/7 Wall St. reported.
LIFT’s pitch targets that gap, since the announcement blames uncertain demand and late financing for stalled suppliers. Yet it targets Michigan expansions, while MP Materials builds in Texas and USA Rare Earth in Oklahoma and South Carolina.
JPMorganChase CEO Jamie Dimon said $5 billion has gone directly into security-focused firms, against up to $10 billion planned. At the same time, money managers are split on whether the S&P 500’s record rally can broaden beyond big tech.
Ford, JPMorganChase and the State of Michigan launched the Michigan Launchpad for Industrial Innovation and Transformation (LIFT) on Sept. 29. The $1 billion figures are decade-long aspirations, or about $100 million a year each.
Does $1 Billion Each Move Ford and JPMorgan Shares?
JPMorganChase held $5 trillion in assets on June 30, so $1 billion in loans equals about 0.02% of that. Not too much of a spend, but at least an indicator of where the bank feels there is value.
Ford’s orders would arrive over a decade, subject to its standard supplier qualification and approval processes. In addition, the announcement quantifies no earnings impact for either company.
Will US Manufacturing Stocks Catch the Funding Wave?
Critical minerals are among the program’s first supply challenges, and Ford CEO Jim Farley named magnets and rare earths. The program’s other target areas include robotics, semiconductors and battery storage, though the announcement names no listed suppliers.
USA Rare Earth (USAR), a magnet maker still building its plants, fell 29% in a month through Oct. 8. Meanwhile, the VanEck Rare Earth and Strategic Metals ETF (REMX) lost 21% over that span.
MP Materials (MP) runs the only large-scale US rare earth mine. Even so, it closed at $46.14 on Oct. 9, under half its October 2025 high.
The selling has hit builders hardest, 24/7 Wall St. reported, as they spend ahead of revenue. An earlier leg of the slide came on US-China thaw hopes ahead of the Trump-Xi summit, 24/7 Wall St. reported.
LIFT’s pitch targets that gap, since the announcement blames uncertain demand and late financing for stalled suppliers. Yet it targets Michigan expansions, while MP Materials builds in Texas and USA Rare Earth in Oklahoma and South Carolina.
JPMorganChase CEO Jamie Dimon said $5 billion has gone directly into security-focused firms, against up to $10 billion planned. At the same time, money managers are split on whether the S&P 500’s record rally can broaden beyond big tech.
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Bank Earnings Hinge on Anthropic IPO as SpaceX Windfall FadesMajor US banks report third-quarter earnings this week after a SpaceX-fueled first half. Bloomberg Intelligence analyst Herman Chan says Anthropic’s expected initial public offering (IPO) should help big banks in the fourth quarter.
However, Chan says IPO delays and an AI-led rally leave markets more fragile than record index highs suggest.
What Did SpaceX Do for Bank Revenue?
Chan describes a strong first half and a murkier second in a Bloomberg interview. Goldman Sachs, JPMorgan, Citigroup and Wells Fargo are among the banks reporting.
Morgan Stanley, a lead underwriter on the SpaceX listing, shows the scale. The bank reported $851 million in second-quarter equity underwriting revenue, up from $500 million a year earlier. That business earns fees for helping companies sell shares.
Its wealth unit also gathered a record $148 billion in net new assets, meaning client money added. Chief Financial Officer Sharon Yeshaya said more than half came from IPO-related flows.
Chan expects wealth management to stay a strong point as net new money keeps arriving. In contrast, investment banking and trading may prove choppier.
Meanwhile, London Stock Exchange Group (LSEG) data shows global investment banking fees fell 19% from the second quarter. Fees remain up 12% for the first nine months of the year.
Who Fills the Gap If Anthropic Slips?
Chan expects Anthropic’s listing in the fourth quarter to lift Goldman Sachs and Morgan Stanley. Bloomberg reported in June that both banks won lead roles, with JPMorgan also on board.
However, the Nasdaq 100 fell more than 300 points last Thursday after a report of lower OpenAI revenue. The gap traces to how OpenAI and Anthropic count cloud-partner sales, the Financial Times reported.
Banks also structure bonds and securitizations, packages of debt sold to investors, that fund data center buildouts, Chan says. Therefore, slower AI spending could cut that fee revenue.
Chan links recent cooling in Goldman Sachs and Morgan Stanley shares to those questions.
Credit quality remains pristine, so investors will listen for early signs of slippage. Morgan Stanley and Goldman Sachs lead the Anthropic offering, so one delay could dent fee income for both.
Bank Earnings Hinge on Anthropic IPO as SpaceX Windfall Fades
Major US banks report third-quarter earnings this week after a SpaceX-fueled first half. Bloomberg Intelligence analyst Herman Chan says Anthropic’s expected initial public offering (IPO) should help big banks in the fourth quarter.
However, Chan says IPO delays and an AI-led rally leave markets more fragile than record index highs suggest.
What Did SpaceX Do for Bank Revenue?
Chan describes a strong first half and a murkier second in a Bloomberg interview. Goldman Sachs, JPMorgan, Citigroup and Wells Fargo are among the banks reporting.
Morgan Stanley, a lead underwriter on the SpaceX listing, shows the scale. The bank reported $851 million in second-quarter equity underwriting revenue, up from $500 million a year earlier. That business earns fees for helping companies sell shares.
Its wealth unit also gathered a record $148 billion in net new assets, meaning client money added. Chief Financial Officer Sharon Yeshaya said more than half came from IPO-related flows.
Chan expects wealth management to stay a strong point as net new money keeps arriving. In contrast, investment banking and trading may prove choppier.
Meanwhile, London Stock Exchange Group (LSEG) data shows global investment banking fees fell 19% from the second quarter. Fees remain up 12% for the first nine months of the year.
Who Fills the Gap If Anthropic Slips?
Chan expects Anthropic’s listing in the fourth quarter to lift Goldman Sachs and Morgan Stanley. Bloomberg reported in June that both banks won lead roles, with JPMorgan also on board.
However, the Nasdaq 100 fell more than 300 points last Thursday after a report of lower OpenAI revenue. The gap traces to how OpenAI and Anthropic count cloud-partner sales, the Financial Times reported.
Banks also structure bonds and securitizations, packages of debt sold to investors, that fund data center buildouts, Chan says. Therefore, slower AI spending could cut that fee revenue.
Chan links recent cooling in Goldman Sachs and Morgan Stanley shares to those questions.
Credit quality remains pristine, so investors will listen for early signs of slippage. Morgan Stanley and Goldman Sachs lead the Anthropic offering, so one delay could dent fee income for both.
However, Chan says IPO delays and an AI-led rally leave markets more fragile than record index highs suggest.
What Did SpaceX Do for Bank Revenue?
Chan describes a strong first half and a murkier second in a Bloomberg interview. Goldman Sachs, JPMorgan, Citigroup and Wells Fargo are among the banks reporting.
Morgan Stanley, a lead underwriter on the SpaceX listing, shows the scale. The bank reported $851 million in second-quarter equity underwriting revenue, up from $500 million a year earlier. That business earns fees for helping companies sell shares.
Its wealth unit also gathered a record $148 billion in net new assets, meaning client money added. Chief Financial Officer Sharon Yeshaya said more than half came from IPO-related flows.
Chan expects wealth management to stay a strong point as net new money keeps arriving. In contrast, investment banking and trading may prove choppier.
Meanwhile, London Stock Exchange Group (LSEG) data shows global investment banking fees fell 19% from the second quarter. Fees remain up 12% for the first nine months of the year.
Who Fills the Gap If Anthropic Slips?
Chan expects Anthropic’s listing in the fourth quarter to lift Goldman Sachs and Morgan Stanley. Bloomberg reported in June that both banks won lead roles, with JPMorgan also on board.
However, the Nasdaq 100 fell more than 300 points last Thursday after a report of lower OpenAI revenue. The gap traces to how OpenAI and Anthropic count cloud-partner sales, the Financial Times reported.
Banks also structure bonds and securitizations, packages of debt sold to investors, that fund data center buildouts, Chan says. Therefore, slower AI spending could cut that fee revenue.
Chan links recent cooling in Goldman Sachs and Morgan Stanley shares to those questions.
Credit quality remains pristine, so investors will listen for early signs of slippage. Morgan Stanley and Goldman Sachs lead the Anthropic offering, so one delay could dent fee income for both.
36
Les géants de la tech ont gagné 845 milliards de dollars cette année. Tous les autres en ont perdu 62 milliards : un signe indiquant où investir ?L’essor de l’IA a permis aux géants de la tech d’accroître leur fortune d’un montant record de 845 milliards de dollars jusqu’en septembre, selon le Bloomberg Billionaires Index. Sur la même période, les milliardaires hors du secteur technologique ont perdu au total 62 milliards de dollars.
Cet écart semble indiquer une voie à suivre pour les investisseurs, mais ces chiffres mesurent des fortunes, et non les rendements boursiers. Une partie de cette richesse provient de développeurs privés d’IA comme Anthropic, dans lesquels les investisseurs particuliers ne peuvent pas investir.
Où vont réellement les gains des géants de la tech ?
Dylan Sloan, journaliste spécialisé dans les fortunes chez Bloomberg News, a déclaré qu’environ 100 des 500 personnes les plus riches du monde doivent leur fortune à la technologie.
Les géants de la tech ont gagné 845 milliards de dollars cette année. Tous les autres en ont perdu 62 milliards : un signe indiquant où investir ?
L’essor de l’IA a permis aux géants de la tech d’accroître leur fortune d’un montant record de 845 milliards de dollars jusqu’en septembre, selon le Bloomberg Billionaires Index. Sur la même période, les milliardaires hors du secteur technologique ont perdu au total 62 milliards de dollars.
Cet écart semble indiquer une voie à suivre pour les investisseurs, mais ces chiffres mesurent des fortunes, et non les rendements boursiers. Une partie de cette richesse provient de développeurs privés d’IA comme Anthropic, dans lesquels les investisseurs particuliers ne peuvent pas investir.
Où vont réellement les gains des géants de la tech ?
Dylan Sloan, journaliste spécialisé dans les fortunes chez Bloomberg News, a déclaré qu’environ 100 des 500 personnes les plus riches du monde doivent leur fortune à la technologie.
Cet écart semble indiquer une voie à suivre pour les investisseurs, mais ces chiffres mesurent des fortunes, et non les rendements boursiers. Une partie de cette richesse provient de développeurs privés d’IA comme Anthropic, dans lesquels les investisseurs particuliers ne peuvent pas investir.
Où vont réellement les gains des géants de la tech ?
Dylan Sloan, journaliste spécialisé dans les fortunes chez Bloomberg News, a déclaré qu’environ 100 des 500 personnes les plus riches du monde doivent leur fortune à la technologie.
100
Peut-on confier ses meilleures idées à ChatGPT ? Un professeur de NYU conseille d’y réfléchir à deux foisUn mathématicien de NYU affirme que l’un des modèles d’OpenAI a retrouvé ses résultats inédits moins d’un jour après avoir appris son nom. Depuis, il évite de confier ses idées originales aux outils d’IA de l’entreprise. OpenAI affirme que ses requêtes n’ont pas pu façonner son système.
Tristan Buckmaster a lancé cet avertissement quelques jours après qu’OpenAI a publié 722 articles de mathématiques rédigés par l’IA. L’un de ses comptes, a-t-il précisé, avait toujours l’entraînement des modèles activé par défaut.
Ce que Buckmaster affirme être arrivé à ses travaux inédits
Buckmaster et Levent Alpöge, mathématicien chez Anthropic, concurrent d’OpenAI, ont consacré près d’un an à une étape vers la résolution du problème de Navier-Stokes, une énigme sur l’écoulement des fluides assortie d’un prix d’un million de dollars.
Peut-on confier ses meilleures idées à ChatGPT ? Un professeur de NYU conseille d’y réfléchir à deux fois
Un mathématicien de NYU affirme que l’un des modèles d’OpenAI a retrouvé ses résultats inédits moins d’un jour après avoir appris son nom. Depuis, il évite de confier ses idées originales aux outils d’IA de l’entreprise. OpenAI affirme que ses requêtes n’ont pas pu façonner son système.
Tristan Buckmaster a lancé cet avertissement quelques jours après qu’OpenAI a publié 722 articles de mathématiques rédigés par l’IA. L’un de ses comptes, a-t-il précisé, avait toujours l’entraînement des modèles activé par défaut.
Ce que Buckmaster affirme être arrivé à ses travaux inédits
Buckmaster et Levent Alpöge, mathématicien chez Anthropic, concurrent d’OpenAI, ont consacré près d’un an à une étape vers la résolution du problème de Navier-Stokes, une énigme sur l’écoulement des fluides assortie d’un prix d’un million de dollars.
Tristan Buckmaster a lancé cet avertissement quelques jours après qu’OpenAI a publié 722 articles de mathématiques rédigés par l’IA. L’un de ses comptes, a-t-il précisé, avait toujours l’entraînement des modèles activé par défaut.
Ce que Buckmaster affirme être arrivé à ses travaux inédits
Buckmaster et Levent Alpöge, mathématicien chez Anthropic, concurrent d’OpenAI, ont consacré près d’un an à une étape vers la résolution du problème de Navier-Stokes, une énigme sur l’écoulement des fluides assortie d’un prix d’un million de dollars.
333
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