Archive January 2025

The ban on central bank digital currencies (CBDCs) in the United States by Donald Trump is disrupting the global dynamics of state-run digital currency projects. This historic decision raises questions about the future of CBDCs, particularly in Europe where the ECB is maintaining its course towards a digital euro.

For several years, MicroStrategy has established itself as a leading figure in the institutional adoption of Bitcoin, accumulating over 450,000 BTC in its reserves. This bold strategy, led by Michael Saylor, has earned the company a central position in the crypto ecosystem. However, a new tax regulation in the United States could disrupt this balance. The company could potentially owe taxes on its unrealized gains, estimated at $19.3 billion. This unprecedented development in the crypto field raises critical questions about the implications of these rules for companies exposed to these assets and the future of investment strategies.

Bitcoin continues to attract the attention of investors, galvanized by bold forecasts projecting its price beyond $150,000 in the coming years. However, on-chain data reveals warning signals. According to the Bitcoin Cycle Indicators Index (IBCI), a key tool for analyzing market trends, this asset may be approaching a cycle peak. These observations raise questions about the sustainability of the current momentum and the risks of a potential correction.

Pierre Rochard, Vice President of Riot Platforms, recently accused Ripple Labs of being the main obstacle to the creation of a strategic Bitcoin (BTC) reserve in the United States. According to Rochard, Ripple is actively pushing for a multi-asset reserve that includes XRP, rather than an exclusive BTC reserve! A purely selfish behavior motivated by personal interests, according to the expert.

The purchasing frenzy of short-term Bitcoin holders, combined with the constant accumulation by long-term investors, creates a particularly favorable context for 2025. This dynamic could keep the BTC price above 100,000 dollars in the coming months, according to the latest analyses.

Global economic uncertainties and growing distrust in fiat currencies are disrupting investors' choices. Robert Kiyosaki, author of the famous Rich Dad Poor Dad, warns of the fragility of the US dollar, weakened by rampant inflation and deemed irresponsible monetary policies. According to him, bitcoin, gold, and silver are emerging as reliable safe havens in this crisis context. Through two economic principles, Gresham's law and Metcalfe's law, Kiyosaki provides insights into the growing role of bitcoin as a credible alternative and a tool for preserving value against the depreciation of traditional currencies.

Elon Musk, the famous entrepreneur and innovator, is currently exploring the use of blockchain technology to reduce the expenses of the U.S. government. This initiative is led by the Department of Government Efficiency (DOGE), a new entity he oversees, created to modernize federal operations and maximize the efficiency of the U.S. government.

The world of artificial intelligence is buzzing with the arrival of DeepSeek R1, a revolutionary open-source model developed in China. This bold project challenges the dominance of established leaders like OpenAI, thanks to remarkable technical performance and unprecedented accessibility. Indeed, unlike proprietary models, DeepSeek R1 relies on the complete openness of its code and reduces usage costs to a fraction of those offered by its competitors. As the boundary between closed innovation and open-source solutions blurs, this advancement raises many questions: does it mark a sustainable democratization of AI or a disruption of the economic balances in the sector?