Coinbase bloque le Clarity Act ? Les langues se délient.

Today marks the launch of BNP Paribas' ETN ETFs for Bitcoin and Ethereum in France, adding to a growing list of 12 providers in Europe. This includes BBVA in Spain, ING in the Netherlands, Dunch Bank and Commercebank for Danish and German markets, KBC Bank and Vering in Belgium, and Kaissa Bank and Open Bank in Spain, among others. These ETNs are synthetic products with faithful replication, offering Europeans exposure to cryptocurrencies. In the U.S., Coinbase is involved in a conflict regarding the Clarity Act. CEO Bryan Armstrong is reportedly blocking final negotiations because a provision allowing yield on stablecoins, specifically USDC, was removed. This has sparked strong reactions, with Ripple's co-leader alleging that Coinbase demanded millions for listing and up to 20% revenue sharing. The Clarity Act is crucial for defining institutional boundaries in the crypto space in the U.S. and globally. There's hope for a compromise on the stablecoin yield line, which Coinbase wants to offer to users. However, the banking lobby might be influencing this, as high yields on tokenized US dollars could disrupt the traditional banking system. Willy Woo's BTC Price Model, using long-term indicators like CVDD Flor, suggests that the bottom of the current cycle in 2026 will be between $45,000 and $54,000. With Bitcoin currently around $66,670, those planning a Dollar-Cost Averaging (DCA) strategy for 2026 might consider current prices favorable. The bear market is estimated to be 70-80% complete, but a final, traumatic pull-back—a 30% drop for altcoins and a significant dip for Bitcoin from $65,000 to around $45,000-$50,000—is anticipated. This phase, often accompanied by "Bitcoin is dead" headlines, is typically the best time for purchases. James Easton UK noted on X that Welsh holders of 1,000 to 10,000 Bitcoin are accumulating parabolically, contrasting with past trends and even the early 2024 cycle where mega whales, particularly those holding over 10,000 Bitcoin, significantly unloaded their holdings. This raises questions about whether large institutional portfolios are preparing for future events or if there's a fear of "quantum risk" compromising older, less secure Bitcoin addresses. From a technical analysis perspective, the S&P 500 is expected to retest the 6530 zone from below, potentially falling to the 100-day moving average at 6100, or even lower to 5600 (0.382 Fibonacci retracement) or the 200-day moving average at 5250. This indicates a correction, currently around -10%, which occurs every one to two years. The total crypto market, valued at $2.3 trillion, has been fluctuating between $2 trillion and $2.5 trillion for the past two months. Bitcoin has been rejected multiple times between $60,000 and $75,000, with all moving averages above except the 200-day at $59,600 providing dynamic support. Oscillators have reset, which is positive, but significant resistance remains above. Coinbase mining closed heavily in the red last week, with its stock at $160 targeting $200. The outcome of the Clarity Act and the potential loss of stablecoin yield revenue remain a short-term concern for the company. Ethereum is struggling to break above $2050, $2400, or $2500, though oscillators suggest potential short-term positive movement, similar to Bitcoin. Total Energie continues its upward trajectory, nearing €80, with MACD still accelerating, though it appears overextended on weekly and monthly charts. In the altcoin space, Ondo, a Real-World Asset (RWA) project, is gaining attention, reflecting the growing trend of tangible asset tokenization for 2026 and beyond. In Japan, long-term rates are surging, with the 20-year JPY at 3.30% and the 30-year JPY around 3.80%, indicating ongoing global economic tensions. China's efforts to revive consumer spending have not fully materialized, posing a challenge as long as household confidence remains low. The speaker also announced a new long-format video tonight at 5 PM on real estate, covering boomers, Gen Z, and millennials, with future episodes planned on topics like pensions. This project, requiring significant time and financial investment, is presented as a family-friendly format for community discussion. Finally, the speaker highly recommended the film "Project Hail Mary" (Last Chance Project), which is achieving extraordinary success in cinemas. With ratings ranging from 8.6 to 9.6, a beautiful soundtrack, and an original concept, it has grossed $300 million in its second weekend against a $190 million budget, with a remarkably low attendance drop of less than 30% in its second week, compared to typical 50% drops for major films. The film is described as deeply human, visually stunning (especially in IMAX), and well-written, with a strong performance by Ryan Gosling. Its core message, without spoilers, emphasizes the human need for something to cling to in times of despair and the rediscovery of human connection when facing adversity. The speaker encouraged viewers to watch the film and share their thoughts.