Le baril explose, quelles implications multi marchés ?

Welcome to the summary of the broadcast for Monday, March 9, 2026. This week opens with a notable retreat in the cryptocurrency markets. Bitcoin has pulled back to the $65,000–$66,000 range, marking a 4% decline. Ethereum is also struggling, currently trading below the $2,000 mark. While there was a slight attempt at a rebound during the European market opening, the overall momentum remains weak. One of the few bright spots is Hyperliquid, trading around $30 and up 12% for the week, which the speaker suggests could become a top 10 asset in the coming cycle. Conversely, the broader altcoin market is seeing significant losses, with Zcash down 7% and others like Serena and Algorand dropping around 10%. Looking at the economic calendar, the week is packed with high-impact data. Tuesday features Japan’s GDP and US home sales. Wednesday is particularly critical, as it brings US inflation data and crude oil inventory reports. Thursday will focus on US jobless claims, and the week concludes on Friday with the PCE index (Personal Consumption Expenditures), a key metric for household inflation. In financial news, the speaker highlights growing concerns regarding a BlackRock fund that has begun limiting withdrawals. This move has shaken the private credit market and caused BlackRock’s stock to drop by approximately 7% at last Friday's close. Beyond traditional finance, geopolitical tensions are a major driver of market anxiety. Conflict in the Strait of Hormuz involving Iran pushed oil prices to touch $120 per barrel overnight. While prices saw a slight speculative pullback on Monday morning to around $103–$107, the long-term implications of this conflict remain a central concern for investors. A significant portion of the transcript is dedicated to the intersection of "biohacking," artificial intelligence, and robotics. The speaker describes a fascinating experiment where 200 to 800 million biological neurons in a Petri dish were connected to a digital interface. These neurons, which previously learned to play Pong, are now successfully playing the game "Doom." This development highlights the potential efficiency of biological neurons, which consume far less electricity than traditional data centers. The speaker suggests we are approaching a "Matrix-style" reality, citing other advancements like artificial uteri currently being tested on animals and the complete digital mapping of a fly’s brain. In this simulation, every synapse and neuron was copied, allowing the digital fly to mimic real-world behaviors like grooming its legs. These technological leaps raise profound questions about the state of humanity by the year 2050. Turning to market indicators, the VIX (volatility index) is "turbocharged," rising 19% to reach a level of 35. This puts the markets on the edge of a potential "crash" territory, often defined by 10% to 20% corrections. US Treasury yields are also climbing, with the 2-year note at 1.60% and the 30-year yield rising as well. The US Dollar Index (DXY) is hovering around 100 points, suggesting that investors are moving into a defensive posture. In terms of technical analysis for Bitcoin, the market is currently boxed between a support floor of $59,000–$60,000 and a resistance ceiling of $75,000. Last week’s price action was described as "ugly," as Bitcoin hit $75,000 only to be rejected and closed near $66,000. For Ethereum, the $2,000–$2,100 range remains a period of accumulation. To turn bullish, it needs to break $2,400, with $5,000 serving as the ultimate long-term pivot point. Interestingly, stablecoin dominance has not spiked during this recent dump, indicating that the move might not be a total flight to safety just yet. In the equity markets, defense stocks are performing well as a hedge against global instability. The speaker recommends keeping an eye on companies like Rheinmetall in Germany and Lockheed Martin in the US. In the altcoin space, Tao (Bittensor) is showing some resilience near $143, supported by the ongoing AI narrative. Meanwhile, Asian markets are struggling, with the Nikkei and Topix down between 3% and 4%. Finally, the speaker announces upcoming content, including a high-production "thriller" video focused on the future of AI and the limits of human experimentation. There is also a second part of a storytelling series arriving at the end of March, which will analyze the real estate market from 1975 to 2025, contrasting the experiences of Boomers, Millennials, and Gen Z. The speaker concludes by inviting the audience to provide feedback on whether this storytelling content should move to a dedicated secondary channel.