AtsouLuc

/ While exploring the Electric Capital dashboard, an ecosystem caught my attention.

Where most major blockchains see their number of full-time developers decline over a year, Stellar is one of the rare exceptions.

Ethereum : -40 %
Solana : -55.3 %
Stellar : +65.2 %

This kind of divergence is worth looking into.

When the National AI Initiative Act passed in 2021, AI companies were worth $6 Trillion.

5 years later, they are worth $21 Trillion.

Today, Crypto market is just $2.2 Trillion.

Imagine the pump once the Clarity Act passes.

📱 Samsung would prepare the arrival of stablecoins in Samsung Wallet.

According to recent information, Samsung plans to integrate native support for stablecoins into Samsung Wallet, allowing users to transfer digital assets directly from their Galaxy smartphone.

If this feature is rolled out, it could simplify stablecoin payments and transfers by integrating them directly into the Samsung ecosystem, without the need for a third-party app. A new step that could speed up mainstream adoption of digital assets.

For years, blockchains have been competing to be the fastest.

Today, many only use a small portion of their theoretical capacity.

The real challenge may no longer be to increase the number of transactions per second, but to create enough value for this capacity to actually be used.

In crypto, technology can unlock possibilities. It is adoption that gives them economic value.

💬 «This summer will see the largest rollout of a non-custodial crypto wallet in human history.
Instant, zero-fee crypto transactions for more than one billion users are about to become a reality.
We’re integrating a native non-custodial Gram wallet into every Telegram app!»

- Pavel Durov, founder of Telegram, announced that Telegram would make a native Gram wallet available to all its users.

🚨 Polymarket reported nearly 100 suspicious wallets to the authorities.

The prediction markets platform Polymarket says it has strengthened its controls against insider trading and indicates it has passed nearly 100 suspicious wallets to law enforcement.

According to a Bloomberg analysis based on Polysights data, about $200 million in transactions carried out on Polymarket in the first half of 2026 were flagged due to patterns that could be associated with insider trading operations.
Most of them involved geopolitical markets related to Iran and Venezuela.

Stablecoins no longer serve only to stay in dollars.

Today, they handle about 2.3 times more volume than Visa (Bitwise Q3 2026 report).

Behind market volatility, crypto infrastructure continues to gain ground in payments and value transfers.

Adoption sometimes grows far faster than prices.

📉 Bitcoin could still drop further to $38,000–$39,000.

That’s what NYDIG analysts think.
The current bearish market increasingly resembles the major correction cycles of 2014, 2018, and 2022.
If Bitcoin follows a similar path in terms of depth and duration, its bottom could be between $38,000 and $39,000 $ later this year.

The report notes that BTC has already fallen by about 50% from its all-time high of roughly 126,000 $ reached in October 2025. Since the start of the year, it has also underperformed several safe-haven assets, including U.S. Treasury bonds, silver, and the Swiss franc.

BREAKING:

🇺🇸 US CPI came in at 3.5%

Expectations: 3.8%

Inflation is cooling.

🚩The crypto platform AscendEX has filed for bankruptcy and announces the shutdown of its operations😳
•Withdrawals remain temporarily possible only under manual control, but some will not be able to get their money back.
Do you see what the bear market has created?

Top 6 Exchanges by Pre-IPO Perps Trading Volume

1. @Binance - $305M
2. @OKX- $138M
3. @WEEX_Official - $136M
4. @HyperliquidX - $92M
5. @Bitget - $74M
6. @MEXC - $35M

Have you traded any pre-IPO perps yet?

🇪🇺 MiCA has entered into force and several major crypto platforms are leaving the European market.

From today, the MiCA regulation is officially fully applicable in the European Union.

Crypto exchanges that have not obtained their license can no longer normally offer their services to European users.
This results in either a shift to withdrawal-only mode or a gradual wind-down of activities.

Players such as Binance, MEXC, HTX, or KuCoin have not obtained a MiCA license by the stated deadline and must adapt or suspend their services in the EU in accordance with regulators’ requirements.

Bitcoin is trading around 62,400 USDT, up about 1.38% over the past 24 hours. This rebound confirms that BTC remains the main driver of liquidity in the crypto market.

The price profile is more constructive than a few days ago, after a low near 58.1k at the end of June, but the recovery is still gradual rather than explosive. The price has mainly regained an equilibrium zone where buyers and sellers test each other.

As long as BTC holds above 61k–62k, the outlook remains favorable for a gradual extension toward higher levels.

On the other hand, a move back below 60k would signal that the rebound has not yet rebuilt a fully solid trend. The short-term bias therefore remains bullish, but in a market that is still cautious, confirmation first depends on holding support levels.

In the past two cycles, Bitcoin bear markets only lasted two consecutive 6-month candles before a major uptrend.

The current 6M candle closes tomorrow.

Will history repeat for a third time?

People who entered the market in 2017 probably wished they had entered in 2015.

People who entered the market in 2021 probably wished they had entered in 2018.

People who entered the market in 2025 probably wished they had entered in 2022.

People who enter the market in 2029 will probably wish they had entered during this current period.

One day, today will become a memory.

📊 A report claims that 96% of crypto projects would be built on an illusion.

A report published by QUASA offers an extremely critical assessment of the crypto industry.
According to its authors, 96% of projects valued at more than one billion dollars would have virtually no organic traffic, no real users, and little or no revenue.

The report also claims that 95% of blockchains are actually highly centralized, that 98% of trading volumes are artificially inflated through wash trading, and that many valuations rely more on speculation than on real adoption.

The authors believe that listing fees charged by major centralized platforms and certain market practices may have contributed to the failure of thousands of legitimate projects.

These findings, however, are those of QUASA and are disputed by part of the industry, which points out that networks such as Bitcoin, Ethereum, or Solana show millions of users, billions of dollars in value locked, and significant on-chain activity.

👽💸 Someone risked $1.1 million on Polymarket... betting that no extraterrestrial would show up to interrupt a World Cup match.

Brazilian influencer Vó Bahiana, followed by about 24 million followers on Instagram, posted a video claiming that aliens would appear during the Brazil – Scotland match in Miami and would start taking away players and supporters.

The video quickly went viral, to the point that Polymarket opened a market allowing people to bet on whether this prediction would come true.

One user then wagered nearly $1.1 million on “No.” After the final whistle and the complete absence of any extraterrestrial invasion, he won his bet... with a profit of about 1,170 $ only.

A completely absurd Risk/Reward strategy, with a return of around 0.1%, even though the prediction had very little chance of coming true.

Why is everything Dumping ?

Over $3 Trillion wiped out in 24 hours.

Bitcoin: -3.52%
GOLD: -2.24%
Silver: -4.78%
🇰🇷KOSPI: -10.68%
🇯🇵NIKKEI: -4.85%
🇭🇰 Hang Seng: -3%
🇺🇸 US futures: -1%

Some of the key reasons are:

1) Heavy selling in AI, tech, and semiconductor stocks as investors take profits after a strong rally.

2) The Bank of Japan's recent rate hike is tightening global liquidity and putting pressure on markets.

3) Stronger-than-expected US jobs data has brought fears that the Fed could keep interest rates higher for longer.

4) The Fed's hawkish stance has reduced expectations for rate cuts, with officials signaling that rates may stay higher for longer.

5) Investors are potentially reducing risk exposure and moving into cash and defensive assets.

SpaceX is now worth more than the entire crypto market.

SpaceX: $2.8 trillion
Crypto: $2.13 trillion

This is actually bullish, because it shows how early crypto still is.

Total global market sizes:

Stock market: $130 trillion
Bond market: $140 trillion
Gold: $29 trillion
Bitcoin: $1.25 trillion

We are going much higher in the next few years, and Bitcoin reaching $500k is not a matter of if, it’s a matter of when.

📉 Some analysts believe that the chances of a strong “Uptober” for Bitcoin in 2026 are lower than usual.

There is a historical correlation between Bitcoin’s performance in the first half of the year and its performance in the fourth quarter since 2012.
When Bitcoin performs strongly in the first half of the year, Q4 has often also tended to be strong. Conversely, weaker first-half years have generally led to more modest year-end performances.

2026 would therefore currently fall into a less favorable zone if this pattern continues to hold.