bloomingbit

Les détenteurs de Bitcoin à court terme continuent d’envoyer aux plateformes d’échange des bitcoins vendus à perte, ce qui accentue la pression sur le sentiment des investisseurs, selon l’analyste on-chain Axel Adler Jr.
Dans une newsletter publiée le 27 octobre, Adler a déclaré que son analyse des bitcoins déplacés au cours des six derniers mois montrait que les entrées de bitcoins vendus à perte par les détenteurs à court terme restaient prédominantes.
Ce jour-là, le solde des entrées sur les plateformes d’échange sur 24 heures pour les détenteurs à court terme s’établissait à −18 600 BTC, a écrit Adler. Il s’agissait d’un retournement par rapport au solde positif de 10 400 BTC enregistré une semaine plus tôt. Le chiffre est descendu jusqu’à −23 100 BTC le 26 octobre.

South Korea’s government and the Democratic Party will hold a policy meeting at the National Assembly on Oct. 28 to decide whether to delay taxation on virtual assets.
A senior Democratic Party official told Korea Business News TV after a closed-door general meeting of lawmakers on Oct. 27 that the party would discuss the various views it has received on virtual-asset taxation at the meeting.
Another party official said the Democratic Party has effectively settled on postponing the tax and plans to deliver its final position to the government on Oct. 28.
The virtual-asset tax was originally due to take effect in 2022, but has been postponed three times because of concerns about investor protection and shortcomings in the tax framework. Under the plan, a 22% tax rate would apply to annual income from transfers or lending of virtual assets above a basic deduction of 2.5 million won ($1,810).
The tax is scheduled to take effect in January next year, but another delay appears increasingly likely given unresolved institutional issues and public sentiment among younger voters.
The presidential office has also been weighing another postponement of virtual-asset taxation and reviewing several options, according to the report.
The Oct. 28 party-government meeting on virtual assets will include key government officials, including Lee Hyoung-il, deputy prime minister and finance minister, as well as senior Democratic Party policymakers.
Seong Nak-yoon, Korea Business News TV reporter nyseong@hankyungtv.com
Jeong Jae-hong, Korea Business News TV reporter jhjeong@hankyungtv.com

South Korea’s Democratic Party and the government are set to hold a policy consultation on Oct. 28 to discuss whether to delay taxation on virtual assets, or cryptocurrencies, scheduled to take effect in January 2027.
Digital Asset reported on Oct. 27 that Jeon Eun-soo, floor spokesperson for the Democratic Party, told reporters after a general meeting of lawmakers that some party members had called for postponing the crypto tax. No decision was made on Oct. 27, he said.
Democratic Party lawmaker Ahn Do-geol also proposed first enacting the Basic Digital Asset Act and then implementing crypto taxation alongside it. The party plans to gather additional opinions before deciding as soon as possible whether to defer the tax.
Hwang Jong-seop, an aide in Democratic Party lawmaker Kim Han-kyu’s office, said he had heard the party-government meeting would be held on Oct. 28. He said the issue of delaying digital-asset taxation was also expected to be on the agenda.
The meeting is expected to include Democratic Party lawmakers serving on the National Assembly’s Strategy and Finance Committee and officials from the Ministry of Economy and Finance.

Calls emerged at a lawmakers' general meeting of South Korea's Democratic Party to delay taxation on virtual assets, or cryptocurrencies, which is scheduled to take effect in January next year. No final decision was made at the meeting.
Digital Asset reported on October 27 that Jeon Eun-su, the Democratic Party's floor spokesperson, said after the meeting that members had voiced support for a delay. He said no decision was reached that day.
Democratic Party lawmaker Ahn Do-geol is said to have proposed first enacting the Digital Asset Basic Act and then implementing crypto taxation together with it.
Jeon said the party would gather more views before making a decision. With about 60 days left before the tax is due to take effect, he said a decision on whether to delay it would be made soon.
The party's policy committee shared various views on the planned launch of the tax at the meeting, but lawmakers' remarks largely leaned toward the need for a delay, according to the report.

Lucent Block holds press conference on fractional-investment licensing
CEO Heo Se-young says the number of licensed firms was capped without a formal vote
Company disputes rejection reasons including capital and governance
“Give us a chance to compete through additional licenses”
Lucent Block, which failed earlier this year to win preliminary approval for a fractional-investment (STO) over-the-counter exchange, alleged that the Financial Services Commission’s licensing process was unfair and opaque. The company argued that the FSC capped the number of licensed operators at two without a formal resolution.
At an emergency press conference held on Oct. 27 at Maru180 in Seoul’s Gangnam district, Chief Executive Officer Heo Se-young called for additional licenses to guarantee a fair chance to compete. He said the company was not seeking preferential treatment for startups, but fairness and transparency.
Lucent Block operates a platform that issues and distributes fractional real-estate investment products. In February, it lost out in the FSC’s preliminary review for a fractional-investment OTC exchange to the Korea Exchange consortium KDX and the Nextrade consortium NXT. At the time, the FSC gave Lucent Block low scores on capital, its funding plan, governance and conflict-of-interest prevention systems.
“FSC capped the number of licensees without a formal vote”
Heo argued that the FSC did not go through a formal vote when it decided to limit the number of approved firms to as many as two. At a regular FSC meeting on Sept. 3, 2025, the matter was handled only as a reporting item, he said. A press release issued the following day then stated that the number had been fixed at up to two.
He also took issue with the FSC’s correction to materials submitted to the National Assembly. The regulator had initially said the cap on licensees was approved through a resolution at a regular meeting, but later revised that explanation, saying it was a working-level error and that the matter had only been reported and discussed. The FSC’s discretionary authority should be exercised through a commission vote, Heo said, but no such vote took place in this case.
Heo also criticized what he described as a lack of objective grounds for limiting the number of licensees. In past approvals for internet-only banks and real-estate trust businesses, authorities reviewed factors including market competition, he said. This time, the FSC offered only a one-line rationale citing investors and the need to prevent liquidity fragmentation. He questioned the logic behind whether there should be one exchange or two.
He also challenged the review standards applied to existing sandbox operators. For OTC exchanges for unlisted shares, regulators first reviewed two existing sandbox operators, he said. For fractional-investment OTC exchanges, by contrast, regulators conducted a competitive review that included new entrants. He questioned why different standards were applied even though both markets were institutionalized under the same enforcement decree.
He said that approach also runs counter to the purpose of South Korea’s financial regulatory sandbox program. Under Article 21, Paragraph 1 of the Special Act on Support for Financial Innovation, innovative financial service operators may apply for the relevant licenses to continue their businesses after their designation period expires.
Existing operators have the right to apply for licenses under the law, he said, but in practice there is no door through which they can exercise that right.
“The stated reasons for rejection are also inaccurate”
Heo also disputed the reasons the FSC gave for rejecting the company. On governance, he said his own stake is about 35%, while the FSC cited a combined 51% including related parties and concluded that the company had the character of a closely held personal firm. He said the structure does not allow him to control other investors’ stakes at his discretion.
He also objected to the FSC’s assessment of capital. At the time of the application, Lucent Block had secured about $16.6 million in capital, according to Heo. That was not far from the roughly $21 million secured by the NXT consortium. It was about one-fourth of the approximately $65.2 million secured by the KDX consortium.
He also explained why Lucent Block did not form a consortium. At a meeting in August 2025, the Korea Exchange had said it would distribute fractional-investment products on its existing exchange, he said, while Nextrade had said it would not participate in the business. At the time, it was difficult to expect either institution to take part in the licensing process for a fractional-investment OTC exchange.
He added that Lucent Block was never asked to join a consortium.
He said the FSC should review those points and provide an additional licensing opportunity. The company is not asking regulators to revoke the licenses already granted, he said. It wants a fair chance to compete through additional approvals.
He also left open the possibility of legal action. The company is reviewing legal procedures, though it is unclear how long that would take. He said he hopes financial authorities will still make a policy decision.

U.S. spot Bitcoin exchange-traded funds attracted more than $100 million in net inflows.
According to SoSoValue on October 27, U.S. spot Bitcoin ETFs recorded combined net inflows of $110.34 million in the previous session. The market returned to net inflows after two consecutive trading days of net outflows.
All of the day's inflows went to BlackRock's iShares Bitcoin Trust (IBIT). The remaining products recorded no net inflows or outflows.

Le Parti démocrate de Corée du Sud examine différentes façons de réviser le régime fiscal des actifs virtuels, notamment en envisageant un nouveau report, avant son entrée en vigueur prévue en janvier prochain.
Newsis a rapporté le 27 octobre que Han Byung-do, chef du groupe parlementaire, avait déclaré lors d’une réunion stratégique consacrée à l’audit de l’État par l’Assemblée nationale que le parti examinerait les préoccupations liées à la taxation des cryptomonnaies, recueillerait les avis de ses membres lors d’une réunion plénière des députés, puis consulterait le gouvernement.
Les principaux enjeux sont notamment de savoir si les historiques de transactions sur les actifs virtuels réalisées à l’étranger peuvent être obtenus dans une mesure suffisante pour permettre leur taxation et si la charge fiscale risque de peser de façon disproportionnée sur les utilisateurs des plateformes d’échange nationales. Han a également déclaré que le parti devait vérifier si un système fiscal tenant compte des conditions réelles de négociation avait été mis en place.

Principaux événements économiques du jour
▶ 27 oct. (mardi) : △Commandes de biens durables aux États-Unis en septembre (21 h 30, heure normale de Corée) △Indice de confiance des consommateurs aux États-Unis en octobre (23 h, heure normale de Corée) △1er jour de la réunion du Comité fédéral de l’open market (FOMC) △Résultats d’entreprises : Visa, Boeing, Coca-Cola, PayPal
Principaux événements crypto du jour
▶ 27 oct. (mardi) : △Mise à niveau v32 d’Osmosis (OSMO)

Strategy, la société qui détient du bitcoin, prévoit de mettre en place un mécanisme selon lequel les dividendes de son action privilégiée STRC s’accumuleraient chaque jour calendaire.
Le 26 octobre, Phong Le, directeur général de Strategy, a écrit sur X que le changement serait mis en œuvre une semaine plus tard si la méthode d’accumulation quotidienne des dividendes de STRC était approuvée.
Selon la proposition, les dividendes s’accumuleraient chaque jour calendaire. Cela signifie que les versements seraient calculés pour toutes les dates, y compris les week-ends et les jours fériés, contrairement aux produits financiers traditionnels qui fonctionnent selon les jours ouvrables.

The US Commodity Futures Trading Commission is set to begin discussions on regulating the spread of artificial intelligence-powered automated trading.
Crypto in America reported on October 26 that the CFTC’s innovation task force will hold the Frontier Forum on Super Intelligence on October 28. Participants from the financial, technology and cryptocurrency industries are scheduled to discuss how advances in AI could affect US financial markets and how oversight should evolve.
The event will be the innovation task force’s first forum. The CFTC is advancing two cryptocurrency-related rule proposals and has also started treating oversight of AI-enabled trading systems as a key agenda item.
In particular, AI agents that use blockchain and stablecoins to execute trades without human intervention are drawing attention as a new use case. As AI gains wider use in financial transactions, the need to review how existing regulatory frameworks apply is also increasing.
The cryptocurrency industry has also emphasized the potential of combining AI and blockchain. Gemini co-founder Cameron Winklevoss previously said, “Humans created cryptocurrency, but cryptocurrency is closer to money for machines than for humans.”
Representatives from crypto companies Tempo, Hedera and Chainlink will attend the forum. Executives from AI and trading technology firms Ornn, Liquid Compute and OneChronos are also scheduled to join the discussion.
The Investment Company Institute, which represents the US regulated fund industry, will also attend. The CFTC plans to discuss the direction of AI-based financial trading and the regulatory challenges that come with it with a range of industry participants.

Anthropic, le développeur du chatbot d’intelligence artificielle Claude, a entamé les démarches en vue d’une introduction en bourse aux États-Unis.
Cointelegraph a rapporté le 26 octobre qu’Anthropic avait déposé la veille une déclaration d’enregistrement S-1 auprès de la Securities and Exchange Commission (SEC) des États-Unis. L’entreprise prévoit de faire coter ses actions ordinaires de catégorie A sur le Nasdaq Global Select Market sous le symbole ANT.
Le document déposé indique qu’Anthropic pourrait faire ses débuts en bourse dès la mi-novembre. Le calendrier de l’offre et la date définitive de cotation n’ont toutefois pas encore été fixés.

Selon une nouvelle analyse, le marché baissier du Bitcoin est déjà terminé et le moment est venu de renforcer ses positions.
Alex Thorn, responsable de la recherche chez Galaxy Digital, a écrit dans un rapport publié le 26 octobre que le marché baissier du Bitcoin avait pris fin en juin et que le marché était désormais entré dans une phase d’accumulation, avant une nouvelle hausse.
Le rapport cite des indicateurs techniques. En juin, le Bitcoin a cessé de baisser près de sa moyenne mobile sur 200 semaines, puis a repassé sa moyenne mobile sur 50 semaines en septembre. Selon le rapport, des configurations similaires sont apparues par le passé après la fin de marchés baissiers.

Les cours du pétrole baissent, tandis que les espoirs d’une percée dans les pourparlers entre les États-Unis et l’Iran grandissent. Le bitcoin (BTC) s’est maintenu au niveau des 80 000 dollars.
CoinDesk a rapporté le 26 octobre que le pétrole brut Brent avait chuté de plus de 6 % par rapport à la séance précédente et s’échangeait sous les 110 dollars le baril.
Les anticipations d’un possible apaisement des tensions entre les États-Unis et l’Iran semblent peser sur les cours du pétrole.
Le Financial Times a rapporté que l’Iran est en pourparlers avec des responsables d’Arabie saoudite, du Pakistan et de Turquie. Des responsables qataris s’étaient également rendus en Iran plus tôt, selon le journal.

À huit jours des élections américaines de mi-mandat, l’attention se porte également sur la manière dont le résultat pourrait influer sur le marché des actifs numériques.
Selon BeInCrypto, le 26 octobre, les parieurs de Polymarket estiment à 93 % la probabilité que les démocrates obtiennent la majorité à la Chambre des représentants, et à 65 % celle qu’ils remportent la majorité au Sénat.
Si les démocrates finissent par contrôler les deux chambres, cela pourrait peser sur le Bitcoin (BTC), indique le rapport.
L’un des facteurs est la vigueur du dollar. Glassnode, une société d’analyse des actifs numériques, a indiqué que la corrélation inverse du Bitcoin avec le dollar avait récemment atteint son niveau le plus élevé jamais enregistré. Si les démocrates freinent les dépenses budgétaires importantes de l’administration Trump et apaisent les inquiétudes concernant le déficit budgétaire, le dollar pourrait se renforcer, accentuant la pression à la baisse sur le Bitcoin.

Evernox, une société qui détient des XRP en réserve, cherche à obtenir des fonds supplémentaires.
Selon la Securities and Exchange Commission des États-Unis, le 26 octobre, Evernox a déposé le 23 octobre une déclaration d’enregistrement S-1 portant sur un maximum de 5 218 935 actions ordinaires.
Le dépôt a été effectué dans le cadre d’un accord d’achat d’actions qu’Evernox a conclu avec la société d’investissement CF Principal Investments.
Sur la base de son cours de clôture de 15,46 dollars par action le 22 octobre, la société a indiqué qu’elle pourrait lever jusqu’à environ 80,7 millions de dollars.
Evernox prévoit d’utiliser le produit de l’opération pour acheter davantage de XRP, investir dans des entreprises liées à l’écosystème XRP et financer ses besoins généraux, notamment son fonds de roulement.

L’armée américaine a achevé les préparatifs d’une opération de grande envergure contre l’Iran, qui pourrait débuter dans les 96 heures si le président Donald Trump en donne l’ordre, a rapporté CNN.
CNN, citant deux responsables du gouvernement américain le 26 octobre, a indiqué que des forces suffisantes étaient déjà déployées au Moyen-Orient pour mener des frappes supplémentaires. Si Trump autorise l’opération, celle-ci pourrait débuter dans les 96 heures.
L’action militaire à l’étude serait de plus grande ampleur que les frappes limitées précédentes. Le Commandement central des États-Unis et le Pentagone envisagent une vaste liste de cibles, comprenant des installations énergétiques iraniennes, des bases militaires et des sites nucléaires. Un responsable l’a décrite comme une opération de grande envergure.

Le yen japonais s’impose comme une valeur refuge efficace face aux chocs des marchés financiers liés à l’essor des investissements dans l’intelligence artificielle.
Bloomberg a rapporté le 25 octobre que, dans une note datée du 23 octobre, Goldman Sachs estimait que, si la conjoncture économique mondiale laisse toujours présager un affaiblissement du yen, la devise constitue désormais un moyen plus intéressant que ces dernières années de protéger les portefeuilles exposés aux actifs cycliques.
Le yen s’est renforcé lors de la vague mondiale de ventes d’actions technologiques de la semaine dernière. Il a gagné 0,9 % face au dollar le 22 octobre et atteint son plus haut niveau depuis plus d’un mois le 23 octobre. La demande de valeurs refuge a augmenté, les inquiétudes liées à l’accroissement des investissements dans l’IA pesant sur les actions et faisant fortement baisser les rendements des bons du Trésor américain.

Park Soo-young, deputy policy chief of the ruling People Power Party, urged the government to further delay the implementation of virtual-asset taxation and first put in place the related制度 and computer infrastructure.
In a Facebook post on October 26 titled "Announce Confirmation of a Delay in Virtual-Asset Taxation," Park called on the government to quickly finalize its plan to postpone the tax. He stressed that virtual-asset investors are not refusing to pay taxes themselves, but are demanding a fair tax environment.
Park took issue with the continued lack of adequate computer systems needed for taxation. Citing findings from his office, he said the country's five largest virtual-asset exchanges and the National Tax Service exchanged 49 official documents but still failed to complete the relevant systems. He also argued that detailed standards, including which assets would be taxed and how tax amounts would be calculated, have not been sufficiently prepared.
He also warned that difficulty in tracking overseas transactions could undermine tax fairness. Park said the US is set to participate in the Crypto-Asset Reporting Framework, or CARF, from 2029, while China has not even set a participation timetable. That, he added, could leave users of domestic exchanges bearing a disproportionate tax burden.
Park also cited a shrinking virtual-asset market as another reason for a tax delay. Funds flowing into domestic exchanges have dropped to about half their previous level, he wrote, arguing that the investment environment is deteriorating.
He also referred to the presidential office's recent move to review a tax delay. According to Park, discussions advanced four days after he raised concerns over inadequate tax preparations at a National Assembly standing committee and during a parliamentary audit, and held a joint press conference with youth groups.
Park said the government should swiftly decide whether to grant an additional delay while also ensuring the effectiveness and fairness of the tax system. In particular, he urged authorities to complete sufficient institutional preparations first so as not to restrict young people's opportunities to build assets.

Les chances d’une hausse des taux de la Réserve fédérale en octobre ont diminué, renforçant les anticipations des marchés selon lesquelles les responsables monétaires maintiendront les taux inchangés.
Bloomberg a rapporté le 25 octobre que la probabilité d’une hausse des taux en octobre, déduite des swaps de taux d’intérêt, était tombée sous les 15 %. Cette évolution reflète l’essoufflement des anticipations d’un resserrement supplémentaire, tandis que les actions liées à l’intelligence artificielle ont chuté et que les inquiétudes concernant le ralentissement de la croissance économique américaine se sont accentuées.
La Fed a relevé son taux directeur en septembre pour la première fois depuis environ trois ans. La persistance des tensions inflationnistes avait alimenté les spéculations sur de nouvelles hausses en octobre et en décembre, mais les déclarations répétées de hauts responsables de la Fed, qui ont adopté un ton prudent, ont commencé à faire évoluer les anticipations.