AtsouLuc

projects that continue building deserve our attention

Periods of decline are often seen as negative for the crypto ecosystem. Yet they also play an essential role: they help distinguish truly solid projects from those that rely mainly on speculation.

Since the beginning of 2026, several crypto projects have stopped operating, announced their shutdown, or become inactive. This “purge” phase brings to mind an important reality: in a difficult market, a project’s ability to keep building can be an interesting indicator of the strength of its fundamentals.

Within the BNB Chain ecosystem, projects like Lista and Unitas may be worth keeping an eye on in the yield sector. In the world of perpetual contracts, ASTER is also a project to watch.

On Sui, I’m particularly interested in #Haedal, a liquid staking protocol that allows users to stake their SUI while retaining some utility of their assets through the liquid token haSUI. The protocol continues to develop its infrastructure and integrate within Sui’s DeFi ecosystem.

For me, the appeal of this kind of project lies especially in its ability to keep building and evolving its product in a challenging market environment. Of course, this doesn’t mean it’s risk-free, but rather that resilience, development, and real activity are factors worth examining beyond just price movement.

So in a bear market, it can be useful to look beyond the charts and analyze projects’ fundamentals, development, adoption, security, transparency, and real-world usefulness.

As always in crypto, do your own research (DYOR) before making any investment decision.

#Crypto #Haedal #Sui #DeFi

🏦 BNY, qui supervise plus de 59 000 milliards de dollars d'actifs sous gestion, va lancer une agence de transfert basée sur la blockchain.

Cette nouvelle infrastructure permettra d'enregistrer les transactions et les droits de propriété des fonds directement sur une blockchain, tout en continuant à fonctionner en parallèle des systèmes traditionnels de BNY.

L'objectif est de moderniser la gestion des fonds en apportant davantage de transparence, d'automatisation et d'efficacité, sans bouleverser l'infrastructure existante.

JUST IN: Emirates just became the first major Gulf airline to accept crypto payments for flight bookings ✈️

Customers can now pay directly on the Emirates app and website, scan a QR code, approve it in your wallet, and your ticket is issued instantly.

It's part of Dubai's push to make 90% of all transactions cashless by the end of 2026. 👀

🚨Bitcoin and ETH are dumping hard after US Senate delayed the Crypto clarity act.

🚨 EVERYTHING IS CRASHING...

US chip stocks crashed overnight.

Nvidia fell 4.4%.
Micron dropped nearly 5%.
SanDisk crashed more than 10%.

Now Asia is collapsing too.

Japan's Nikkei is down over 4%.

South Korea's KOSPI crashed 10%, triggering another circuit breaker.

Bitcoin also crashed below $63K

Here's why:

China has started producing its own advanced chipmaking machines, reducing its dependence on ASML and threatening the global chip supply chain.

At the same time, Nvidia's $750 billion deal wave is raising fears that AI companies are financing the same customers buying their chips.

And the biggest risk is still ahead.

The Fed meets tomorrow, with rate-hike odds surging from around 16% to nearly 38% in just one week. Bitcoin is already reacting.

BTC crashed below $63,000 as traders priced in a much higher chance of another rate hike.

Microsoft, Meta, Apple and Amazon are also reporting earnings within the same 72 hours.

Citadel Securities is now going further, calling for a surprise Fed rate hike this week, arguing Chair Kevin Warsh will move to strengthen his inflation fighting credibility even as most economists still expect a hold.

China, the Fed and Big Tech are all hitting the AI trade at once.

The next 72 hours could decide whether this is just a correction or the start of a much bigger crash.

Buckle up.

/ 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.