Aadi 11

Le Trésor américain a sanctionné BitBank, en désignant la plateforme iranienne qu’il affirme avoir transporté le bitcoin que les compagnies maritimes ont payé pour assurer le passage en toute sécurité dans le détroit d’Hormuz.
Depuis juin, l’Office of Foreign Assets Control a déclaré que l’autorité Hormuz Safe Marine Services Authority a utilisé BitBank pour transmettre à son tour les paiements qu’elle collecte au régime iranien. Cette autorité facturait aux navires, en bitcoin, les droits de transit, un schéma que le Trésor a désigné en juillet.
Entre juin et juillet, le Trésor affirme que BitBank a été utilisée pour acheminer « des centaines de millions de dollars de bitcoin » vers les Gardiens de la révolution islamique.

Coinbase Global (NasdaqGS:COIN) a indiqué que sa pile de trading agentique a alimenté la plupart des flux de transactions crypto au cours de la semaine écoulée.
La direction a mis en avant Grok comme un agent IA de premier plan sur la plateforme, générant une large part des volumes de trading pilotés par des agents IA.
Les interfaces personnalisées conçues par des développeurs à l’aide de Coinbase pour les Agents et du protocole de paiement x402 ont représenté la majorité de l’activité de marché en notionnel.L’essor des flux de trading pilotés par les agents de Coinbase, menés par Grok et des agents sur mesure, doit être mis en balance avec nos autres constats. Nous avons également signalé un signe d’alerte pour Coinbase Global.

Qu’est-ce qui a probablement déclenché le mouvement ?
Taille Et Schéma Du Mouvement : Routine
Le dernier instantané de CAKE montre :
Prix d’environ 2,32 $ avec un mouvement sur 24 h d’environ -3,6 %.
Au cours des dernières 24 heures, les points intraday ont varié d’environ 2,45 $ au plus haut à environ 2,33 $ au plus bas, de sorte que l’amplitude complète était inférieure à 5 %.
Le volume des échanges sur 24 h est d’environ 57,7 millions de dollars, ce qui n’est pas inhabituel et ne signale pas un événement de panique ni un emballement des cours.
Pour un token à ce niveau de prix, une variation quotidienne de 3 à 4 % sans pic de volume correspond plutôt à du bruit à court terme qu’à un mouvement structurellement important. Autrement dit, la trajectoire du prix ressemble à une légère réversion à la moyenne après une hausse antérieure, plutôt qu’à une réaction brutale à une nouvelle information.

Les actualités crypto du jour s’accumulent et le marché y prête une attention particulière. La Russie vient de fixer le 22 septembre pour cinq nouveaux contrats à terme crypto sur sa plus grande bourse, selon CoinEdition. Le Bitcoin est resté au-dessus de 80 000 $ la même semaine après une hausse des taux de la Fed, d’après CoinGecko.
Le volume total est passé 600 milliards de roubles. La même semaine, la Fed a relevé ses taux pour la première fois depuis 2023, et le BTC a quand même progressé de 5,9% ce jour-là. Les actualités crypto du jour disent une chose : l’argent afflue de tous les côtés, et cela ne ralentit pas.

L’échec du Sénat américain à faire avancer la loi Clarity mardi laisse l’industrie crypto, dans la plus grande économie du monde, sans cadre fédéral global et avec les rôles de la Securities and Exchange Commission (SEC) et de la Commodity Futures Trading Commission (CFTC) enveloppés dans l’ambiguïté.
« Les vrais perdants sont le public américain et l’écosystème technologique national », a déclaré Stefan Muehlbauer, responsable des affaires gouvernementales aux États-Unis chez le cabinet de sécurité blockchain CertiK. Selon lui, les gagnants sont les pôles crypto à l’étranger, les opérateurs du marché gris et des juridictions internationales comme l’Asie et l’Europe, qui étendent rapidement leur part de marché grâce à des règles claires et établies. »#ParadigmDisclosesZECHolding

Open-source artificial intelligence is making it easier for hackers to hide malicious code on blockchains, opening a new front in a crypto industry already grappling with rising cybercrime.

Instances of malware instructions written into on-chain transactions and smart contracts are up 440% in less than a year, averaging 11 cases per day, blockchain analytics firm Chainalysis said in a report published on Thursday. Such cases averaged two per day prior to the release in the middle of last year of powerful Chinese open-source AI models with no restrictions on generating malicious code, according to the report.
A malware attack uses malicious software planted on a computer or network to steal information, passwords or funds. In the attacks documented by the report, hackers use a blockchain to leave instructions for that software, telling it where to send information, a technique known as "blockchain dead drop". This can make an attack harder to stop because information recorded on a blockchain cannot be easily removed.
State-backed groups — including those linked to North Korea and Iran — now account for the majority of this activity, the report said.
The findings add to evidence of generative AI contributing to a boom in cyber threats, by spotting more software vulnerabilities and allowing cybercriminals to carry out more attacks. In crypto, the number of hacks rose roughly 150% to 207 in the first half of the year, according to blockchain intelligence firm TRM Labs.
Blockchains are typically not involved in the initial infection of a machine, which often happens through conventional means such as supply-chain attacks or malicious downloads, Eric Jardine, head of research at Chainalysis, said in response to questions over email. The firm has not tracked how many attacks were successful, or how much money was lost.
Hiding malware on a blockchain is not new, Chainalysis said, but powerful new open-source AI models are allowing hackers to carry out attacks on a larger scale, while growing involvement by state actors is making them more sophisticated.
Worsening the threat, open-source AI models can be run independently, allowing hackers to modify them or remove safeguards against cybercrime.
"This gives malicious developers greater control over the model and more privacy," said Vitaly Kamluk, founder of cybersecurity consultancy TitanHex.
By contrast, companies such as OpenAI and Alphabet Inc.'s Google can block access to their AI services when they detect abuse.
The transparency of blockchains cuts both ways, though. Every update attackers post is permanently recorded, letting investigators map their infrastructure and connect campaigns that would otherwise look unrelated, according to Chainalysis.#USWeeklyJoblessClaimsFallTo196K #ParadigmDisclosesZECHolding

In focus today
In the US, the main event of the week will be the FOMC meeting tonight. Previously this week we revised our call now expecting a 25bp rate hike at the meeting. Given the current market pricing (90% probability of a hike), and the fact that we have long argued rate hikes are eventually on the horizon in any case, tightening now likely represents the path of least resistance. We do not think the decision is a completely done deal, and we believe there will be 2-3 dissenters in favour of a hold. We still expect the FOMC to publish its updated economic projections and 'dots', even if Warsh opts out from submitting his personal views again. In the afternoon US retail sales for August is released too.
In the UK
The August CPI inflation print will be released today. Headline inflation is expected to rise from 2.9% in July, driven by motor fuel and airfares. Food prices have followed a normal seasonal pattern over the summer, though higher energy prices pose an upside risk. Services inflation has been trending lower alongside wage growth. It stood at 3.4% in July and remains the key focus for the MPC, with the hawkish minority viewing it as too sticky to justify keeping rates on hold.
In Sweden
The Labour Force Survey (LFS) for August is published. The July outcome was strong: unemployment fell to 8.6% while labour force participation increased. Our forecast is that the labour market will continue to improve, but it is worth keeping in mind that the Labour Force Survey is volatile and that individual monthly outcomes should be interpreted with caution.
Economic and market news
What happened yesterday
In the euro area, the German ZEW index in September showed a markedly better assessment of the current situation, but expectations for future growth disappointed. The assessment of the current situation rose to -47.1 (cons: -52.1, prior: -61.1), which is the highest level in three and a half years. The rebound in German growth is especially due to the significant fiscal easing and a rise in manufacturing orders. However, expectations for future growth disappointed, as they remained at 34.7 (cons: 40.0, prior: 34.2). This likely reflects the recent tightening in financial conditions and higher energy costs. The impact of these factors will likely take some months to affect growth, given the lag lengths in German retail energy and rate pricing, which the September ZEW survey reflects well.
In the UK
payroll employment fell by 26,000 in August, compared with consensus expectations of a 5,000 decline, while revisions to June and July payrolls also pointed lower. The unemployment rate held steady at 4.9% in July, in line with expectations, and average weekly earnings rose by 3.9%, also matching consensus and marking the softest reading since the three months to February. Regular earnings growth averaged 6.3% in the public sector and 2.9% in the private sector, slightly above the 2.8% expected. Overall, this is another dovish data signal for the Bank of England, and the FX market appeared to read it that way, with GBP weaker.
Equities:
Equities closed lower across regions yesterday as oil gained another 4%. Oil has now risen in ten of the past eleven sessions, advancing almost 30% over that period. Unsurprisingly, Energy was the only sector in positive territory.
The more revealing signal came from the rest of the market. Excluding Energy, this was not a conventional defensive rotation. Instead, the selling was concentrated in the consumer complex, with consumer discretionary leading the decline but consumer staples also under pressure. Investors increasingly view consumers as the main casualty of higher energy prices and are reducing exposure accordingly. Despite the broader equity market still being up more than 10% year to date, consumer discretionary is the worst performing sector and is down more than 5%. Importantly, neither consumer discretionary nor consumer staples has experienced the largest earnings downgrades. The underperformance therefore reflects investors demanding a higher risk premium in the consumer sectors rather than merely responding to weaker earnings estimates.
Oil is easing from its highs this morning, supporting Asian equities, while European and US futures are marginally higher.
FI and FX:
Broad USD remained on a strong footing yesterday and EUR/USD declined modestly, as risk sentiment continued to sour. Safe-haven CHF also rose, while cyclicals NZD, SEK and AUD underperformed. USD/JPY has retraced some of its recent decline and traded up to 155 yesterday as markets await further clues from both the Fed tonight, and Bank of Japan on Friday. The EUR swap curve twist steepened yesterday, as pressure remains on the long end with global long-end yields continuing to set new decade highs. All focus will be on the FOMC meeting later this evening.
#FedRateWatch
#ClarityActOddsHalveOnPolymarket

$XRP XRP prolonge ses gains mardi après avoir gagné 6% la veille.
$XLM XLM évolue au-dessus de 0,195 $ après avoir bondi de plus de 8% lundi.
Le raffermissement des indicateurs des produits dérivés soutient de nouveaux gains pour les deux altcoins.
Perspectives de Ripple et de Stellar : Prolonger les gains alors que les produits dérivés soutiennent la hausse
Ripple (XRP) et Stellar (XLM) prolongent leurs gains mardi après avoir bondi de plus de 6% et 8%, respectivement, la veille. De plus, l'amélioration des indicateurs des produits dérivés renforce une tendance haussière, signalant de nouveaux gains pour les deux altcoins.