Bitcoin sous pression géopolitique : Bitwise voit un signal haussier historique

Hausse de 7 % du Bitcoin malgré la panique liée à la guerre, test de la résistance des 70 000 $

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Le Bitcoin atteint 70 000 $ en pleine crise au Moyen-Orient

🚨 MASSIVE CRASH IN KOREAN MARKET. 🇰🇷 South Korea’s stock market crashed 7.23% on reopening, wiping out ₩390 TRILLION ($270B) in market cap. This is the LARGEST single-day plunge since the August 2024 yen carry trade crisis. Monday, March 2 was a holiday so this was the first KOSPI opening since the war between the US/Israel and Iran began. The drop is driven by pent-up selling pressure from geopolitical tensions in the Middle East and fears of disrupted global energy and oil supplies.

⚡🇯🇵 SBI et Startale ont présenté le JPYSC, présenté comme le premier stablecoin en yen adossé à une banque de confiance au Japon, destiné aux paiements institutionnels et aux règlements transfrontaliers, avec un lancement prévu au T2 2026.

🚨🌍 Arthur Hayes estime qu’un conflit prolongé entre les États-Unis et l’Iran pourrait pousser la Réserve fédérale à intensifier la création monétaire, une situation qui, selon lui, pourrait soutenir la hausse du Bitcoin.

⚡📊 Bloomberg et Kaiko s’associent pour intégrer des données financières sous licence on-chain, au service des marchés tokenisés des bons du Trésor américain et des repos sur le Canton Network.

⚡📄 Nasdaq a déposé une demande auprès de la SEC pour coter l’ETF VanEck JitoSOL, une première aux États-Unis pour un ETP adossé à un token de liquid staking.

XRP se maintient à 1,35 $ alors que les traders anticipent une nouvelle cassure

Le Sénat US inclut une interdiction des CBDC dans une réforme majeure du logement

🚨 SUDDEN MARKET SHAKEOUT $BTC drops -1.7% in 5 hours, falling below $68K as global uncertainty rises. Silver $XAG slides -4% to $86.5/oz and gold $XAU dips -1% to $5.3K/oz as investors reassess safe-haven demand. Volatility is picking up fast.

DeFi is the crypto sector that has been performing best in the short term! I think you should take a look at it!

Goldman Sachs put the numbers on the table. A one-month closure of the Strait of Hormuz and this is what happens to oil: • Full closure, no alternatives: +$15 • Full closure with alternative pipelines: +$12 • Full closure with pipelines + emergency reserves: +$10 • Partial closure 50%: +$4 • Partial closure 25%: +$1 These are fair value estimates before adding the geopolitical risk premium. Real market prices would likely overshoot these levels. Markets don’t wait for confirmation they price probability. The key variable isn’t just whether disruption happens, but how long it lasts and how credible the response mechanisms are (pipelines, SPR releases, naval security). From a probabilistic standpoint, a prolonged full closure is historically low-probability because it would trigger coordinated global intervention. A short-lived partial disruption even more psychological than physical tends to be the more plausible scenario markets hedge against. Now the real question: Are we pricing a supply shock… or a risk headline? A closure of the Strait of Hormuz hurts everyone but it bleeds China the most. Around 13.1 million barrels per day pass through this narrow corridor. The primary destination? China. According to data cited by Goldman Sachs, China would be the largest economic loser from a sustained disruption more than the United States or Europe. The irony is striking: Iran and its strategic partner China could find themselves on opposite ends of the same shock. Energy flows follow geography, not political alignment. The Strait is not just a military chokepoint it’s a pressure valve for Asia’s growth engine. And when supply chains tighten at that scale, the first question is not ideology it’s dependency.

Le Bitcoin et l'Ethereum mènent un rebond de 1 milliard de dollars dans les produits crypto

L’Ethereum dépasse la résistance des 2 040 $, mais les haussiers peuvent‑ils tenir ?

Everyone is watching $BTC ’s price. Almost no one is watching what it’s actually doing. In East Africa, Kibera, one of Nairobi’s largest settlements residents are using bitcoin for everyday commerce. Not speculation. Not ideology. Payments. A way to move money without giving a middleman a cut. Kenya’s policymakers moved toward crypto regulation because adoption was already happening on the ground. Wall Street doesn’t model this. Bitcoin’s bull case is not just “number go up.” It is that a permissionless monetary network solves problems legacy finance has never solved and never had the incentive to. Expensive remittances. Fragile savings. Systems that charge the poorest people the most. Meanwhile Bitcoin is near $69.2K. Spot ETFs took in more than $760M on February 25–26, before a small $27.5M outflow on February 27. Institutional demand is reaccelerating. Liquid supply remains tight. But here is what most capital still gets wrong: Bitcoin’s utility spreads first. Wall Street prices it later. That is the trade most people will understand five years too late.

Top 5 macro numbers right now 3.50%–3.75% fed funds target, flat The Fed held steady on January 28. The biggest macro headwind is no longer tightening further. Comment: the price of money stopped getting worse. 2.4% CPI inflation, falling Headline CPI cooled in January. Comment: inflation is moving in the right direction, even if not fully solved. 4.3% unemployment rate, flat Unemployment held at 4.3% in January. Comment: labor is softer, but still intact. 4.9% productivity growth, rising Q3 nonfarm business productivity surged 4.9%, and unit labor costs fell 1.9%. Comment: this is the most bullish number in the data. It says the economy can still grow without reigniting labor-cost inflation. 52.4 ISM manufacturing PMI, rising Manufacturing is back above 50. Comment: the cyclical side of the economy is stabilizing Bullish Macro Setup rates stable, inflation lower, labor intact, cyclicals improving.

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