Journaliste indépendant. J’explore les enjeux macro-économique, décode les innovations blockchain. Je publie des articles pour aider à comprendre et anticiper.
• Binance available in 🇸🇾 after US sanctions lifted • Successful IPO for Circle (USDC) → $6.9 billion • Coinbase hires David Plouffe (former Obama) • US & UK accelerate on crypto regulation • BTC: 108k $ | ETH: $2,740 • Bitcoin & ETH ETFs attract capital
1/ 📉 Global markets are slightly in the red today. Investors remain cautious amid fresh Middle East tensions, soft UK GDP data (-0.3% in April), and an underwhelming US–China trade truce.
2/ 🇺🇸 US inflation came in cooler than expected (CPI +2.4% YoY), fueling speculation of a Fed rate cut in Q3. Bond yields dipped, while equities gave back recent gains.
3/ 📊 S&P 500 -0.3% | Nasdaq -0.5% | Dow flat Tech under pressure: Apple, NVIDIA, Intel all slightly down.
4/ 🛢️ Commodities rally on risk-off mood. Brent crude nears $70. Gold up as safe-haven demand grows. #Oil #Gold
5/ ₿ Crypto Watch: Bitcoin pulling back slightly today (~$107.7K) after testing $110K. Still up ~10% over May as institutional flows continue. #Bitcoin #Crypto
6/ 📈 On-chain data shows short-term holders selling into strength. Meanwhile, ETF demand and UK regulatory developments (crypto ETPs for retail?) are bullish signs.
7/ ✅ Summary: Macro: inflation softening, but geopolitical risk is back. Stocks: cooling after a hot run. Crypto: consolidating gains, but bullish structure intact.
8/ 👇 Your turn: Will #Bitcoin lead the next leg higher? Is the Fed pivot coming too late? Let’s hear your thoughts ⬇️
🏢 Regulatory focus & IPO • Bullish (ex-Block.one) has filed for an IPO in the US, driven by a pro-crypto context (Trump), followed by recent examples (Circle + Gemini)  • SocGen will launch in July the stablecoin “USD CoinVertible” (on Ethereum & Solana), with BNY Mellon in reserves 
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📌 To watch this week 🔸 US CPI results: strong potential for crypto and macro volatility 🔸 Crypto IPO listing conditions (Bullish, Gemini) 🔸 Regulatory developments: USA (GENIUS Act, stablecoins), EU, SEC
🌍 Markets under pressure : 📉 Stocks retreat after the shooting in Graz (Austria) – climate of uncertainty in Europe 🇺🇸 Trump mobilizes the army in LA in response to social unrest – volatility in Treasuries ☢️ Iran/US : nuclear meeting ahead → rise in gold, slight increase in oil 🌫️ Smoke from Canadian wildfires reaches Europe → monitored climate impact
🔍 To follow : Fed speech this week & US inflation data tomorrow