💫🌹 BONJOUR, petit point crypto du jour expliqué simplement
🟠 Bitcoin $BTC
Bitcoin prend une petite pause autour des 90–92k $ 🧘♂️
✒️ Rien d’anormal : après de forts mouvements, le marché respire. On appelle cela une phase de consolidation (le prix se stabilise avant un possible prochain mouvement).
🔵 Ethereum $ETH
Ethereum reste solide. Son fondateur, Vitalik Buterin, a rappelé un point important : penser le futur d’ETH sur le long terme, notamment face aux menaces technologiques comme le quantique(*).
✒️ En clair : sécurité aujourd’hui + préparation de demain.
🔄 Que font les altcoins ?
Pendant que BTC et ETH se reposent, certains secteurs attirent l’attention 👀 notamment les privacy coins. C’est ce qu’on appelle une rotation du marché : l’argent ne sort pas, il change de place.
🏦 Côté institutions
La banque Standard Chartered s’intéresse encore plus aux services crypto.
📌 Message clé : les institutions regardent toujours la blockchain comme un actif sérieux.
🔐 Sécurité (très important 🚨)
Des attaques informatiques ont été signalées sur des projets crypto.
✒️ Rappel simple :
✔️ mots de passe forts
✔️ double authentification
✔️ prudence avec les liens
🧭 Le sentiment du marché aujourd’hui ?
Calme
Observateur
Sélectif
✒️ La crypto n’est pas un sprint mais un marathon.
Et toi, tu observes, tu apprends ou tu construis en ce moment ?
Bonne et douce journée 🥰
Bienveillament ✨️
#PATRICIABM 🌹💖💫
(*)🟢 Le quantique = énorme opportunité technologique
🔴 Mais il casse les “cadenas mathématiques” actuels
🛡️ La crypto doit s’adapter avant, pas après
✒️ La vraie menace n’est pas le quantique… c’est de ne pas s’y préparer.
Cela fait désormais 57 jours que le Death Cross s’est formé.
Le #BTC a reculé de 18 % depuis le croisement des moyennes mobiles.
Sur #Bitcoin, on parle de « Death Cross » quand la moyenne mobile 50 jours croise à la baisse la moyenne mobile 200 jours sur le graphique journalier.
Historiquement, lors des épisodes 2014, 2018, 2019 ou 2022, ce signal est apparu après une première phase de repli déjà marquée, et a surtout servi à confirmer un environnement de tendance baissière. Dans certains cas, il a été suivi d’une poursuite de la baisse, dans d’autres d’une phase de consolidation puis de reprise (comme au mois d'avril 2025) : son pouvoir prédictif reste donc limité.
Plutôt bullish ou bearish selon vous ?
For 113 years, Fed Chairs could defy presidents without facing prosecution.
That ended January 9, 2026.
Powell’s statement today: The DOJ probe “threatens the Fed’s independence” and is directly linked to his refusal to follow Trump’s rate demands.
A sitting Federal Reserve Chairman just accused the Justice Department of weaponizing criminal prosecution to enforce presidential monetary policy.
This is not interpretation. Not inference. His exact words.
The mechanism is now visible:
December 18, 2025: FOMC holds rates, defying Trump.
January 9, 2026: DOJ serves subpoenas.
May 2026: Powell’s term ends.
21 days from rate defiance to criminal threat.
Four months until the deadline.
The renovation probe is the legal pretext.
The rate demands are the objective.
The prosecution threat is the enforcement.
If Powell capitulates: Rates cut to whatever the White House wants. Every future Fed chair knows the rules.
If Powell resists: Prosecution, removal, replacement with someone who complies.
Either path ends the same way.
Central bank independence dies not through legislation but through the prosecutorial power of the executive branch.
This is the most consequential shift in American monetary governance since 1913, and it’s being framed as a building cost investigation.
The era of Fed independence ended this week.
Most people won’t realize it for months.
$BTC
Jerome Powell told you on December 10 that the U.S. labor market has been contracting since April.
His exact words: "Payroll jobs averaging 40,000 per month since April. We think there's an overstatement in these numbers by about 60,000, so that would be negative 20,000 per month."
Negative. Twenty. Thousand. Per month. For eight months.
The Fed Chair said this on live television. He called it "not particularly controversial."
And yet:
100% of Wall Street strategists predict positive S&P returns in 2026. One hundred percent. No precedent in survey history.
Hedge funds at 90th percentile positioning. Credit spreads at 20-year tights. VIX compressed to 15.
Everyone is positioned for a labor market that stopped existing in spring 2025.
On February 6, the BLS releases the benchmark revision. Preliminary estimate: negative 911,000 jobs. Largest since the Great Recession.
The direction is locked. The catalyst has a date. The positioning is unanimous in the wrong direction.
This is not a prediction. Powell already told you. The question is whether you're positioned for what happens when everyone else finally believes him.
$BTC
Central bank official gold purchases remain robust:
Global central banks bought +45 tonnes of gold in November, the 2nd-strongest month in 2025.
This marks the 2nd month of the year with purchases above 40 tonnes.
In the first 11 months of the year, central banks acquired 297 tonnes of gold.
The National Bank of Poland led buying for the 2nd-consecutive month, adding +12 tonnes, pushing reserves to a record 543 tonnes, or ~28% of total FX reserves.
The Central Bank of Brazil followed, buying for the 3rd-consecutive month, adding +11 tonnes, bringing gold reserves to a record 172 tonnes, or 6% of their total.
Central bank gold demand is incredibly strong.
$BTC
The US debt crisis worsens:
US government interest payments are now up to an annualized record of $1.47 trillion.
This comes as federal interest payments rose +5% YoY, to $1.20 trillion, an all-time high.
Federal interest costs have DOUBLED over the last 4 years.
Meanwhile, interest paid by state and local governments fell -3% YoY, to $270 billion, the lowest since Q1 2023.
However, this is ~$80 billion above the levels seen in 2007 before the 2008 Financial Crisis.
As a result, federal, state, and local interest expenditures as % of GDP are up to 4.7%, near the highest in 27 years.
Debt crisis is an understatement.
$BTC
Is the US economy booming?
The most recent Atlanta Fed estimate for real US GDP quarterly growth in Q4 2025 is now +5.1%.
This is up from the 2.7% forecast seen just last week and far above the 0.9% consensus expectation among economists.
If this materializes, it would mark the strongest quarterly growth in 4 years, when the US economy grew 7.0% in Q4 2021.
The surge is likely driven by a narrowing trade deficit.
In October, imports fell -3.2% MoM to the lowest since January 2024, while exports rose +2.6% MoM to the highest on record, boosting GDP.
However, the import drop came from volatile categories like pharmaceuticals and nonmonetary gold.
When these stabilize, the GDP boost could reverse.
GDP data remains highly volatile.
$BTC