
Bitcoin fell then rebounded towards $82,000 after a message from Trump on Iran, Robinhood bought $25 million in BTC, MARA transferred BTC to Galaxy Digital, Securitize launches tokenized shares on Solana, OKX raised funds from Circle and Ripple, ESMA sets January 8 for the release of non-compliant stablecoins in Europe, France wants to tax crypto-stablecoin exchanges from 2027, and the investigation into the theft of $86 million from Ledger wallets points to a reseller in Southeast Asia.
AI-generated summary
The cryptocurrency market is experiencing increased volatility linked to geopolitical announcements, regulatory developments particularly in Europe with the implementation of MiCA, and institutional developments such as the adoption of Bitcoin by platforms like Robinhood or the tokenization of shares on blockchains like Solana.
Weekly Crypto is brought to you by the 25% Club, here are the news from last week, in brief.
Bitcoin lost nearly $6,000 in a few days before recovering towards $82,000. Brussels sets January 8 for the release of non-compliant stablecoins, while in Paris MPs want to tax exchanges in stablecoins. And the investigation into 86 million dollars emptied from Ledger wallets goes back to a reseller in Southeast Asia.
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Crypto news in brief
▶ Bitcoin rises to $82,000 after Trump's message on Iran, the day before the anniversary of the crash. Bitcoin, which was trading at nearly $86,000 at the start of the week, fell to $80,300 on Thursday. $1.19 billion in leveraged positions jumped in 24 hours, sixteen times less than the day of the October 2025 crash. The price rebounded when Donald Trump promised not to attack Iran before the November 3 midterm elections.
▶ Bitcoin enters Robinhood's balance sheet with a $25 million purchase. The platform buys bitcoin for its own account. Its crypto manager, Johann Kerbrat, sees this as a commitment to Bitcoin and its ecosystem. He also recalls that the sum weighs little compared to a capitalization close to 100 billion dollars.
▶ Bitcoin: This mining giant sells its BTC to pivot towards AI. The same week, miner MARA transferred approximately 996 BTC to a Galaxy Digital address, with no confirmed sales at this point. In March, it had already sold part of its reserves to repay debt, and it has since developed a cloud and AI activity.
▶ Apple, Nvidia and Tesla on Solana: Securitize launches its tokenized shares. Twelve American stocks, from Apple to Palantir, are offered in the form of tokens each backed by a real share, with settlement in USDC. Securitize then targets the NYSE and OKX-ICE platforms.
▶ Crypto: OKX valued at $25 billion, Circle and Ripple enter the capital. The exchange is expanding its funding round to Circle, Ripple, the investment arm of Standard Chartered and Qube Research, without disclosing the amount raised. It extends the round opened in March by ICE, the parent company of the New York Stock Exchange.
▶ Non-compliant stablecoins: European platforms have until January 8 to comply. ESMA is calling on national regulators to stop any services linked to stablecoins without MiCA approval. Until this date, only exit services remain permitted: sale, conversion, withdrawal, transfer and custody. Tether's USDT, which has never requested European approval, falls into this category.
▶ The 10 crypto amendments of the 2027 budget decrypted: stablecoins taxed, wallets registered, Midy failed. In Paris too, stablecoins are in the sights. The Finance Committee adopted an amendment on Wednesday that would make the exchange of crypto for a stablecoin taxable from 2027. On Thursday, it adopted the extension of the exit tax to cryptos beyond 800,000 euros, but these texts will have to be re-voted in session from October 13.
▶ $86 million stolen from Ledger: manufacturer suspends reseller. Hundreds of wallets have reportedly been dumped on Bitcoin, Ethereum and Tron, and the investigation is focusing on devices sold by CryptoBillis, a Southeast Asian reseller. Ledger asks buyers in the last 90 days not to initialize their device, and those who have done so to migrate to a new seed. Nothing at this stage establishes a flaw in the devices themselves.
The news of the week in figures
➤ 88% of wealthy investors admit to lacking the knowledge to invest calmly in crypto. The CoinShares survey covers 2,230 investors with at least $500,000.
➤ $1.17 billion spent in September with cards backed by stablecoins, a monthly record according to PaymentScan.
➤ More than 6 million bitcoins sit behind public keys already exposed on the blockchain.
➤ 1,230 BTC confiscated from the boss of Empire Market, sentenced to 40 years in prison in the United States.
Video of the week
The crypto market in compression, resistances under pressure. On Wednesday, Cara saw Bitcoin stumbling against resistance at $86,000 to $87,000. He read there an ascending triangle favorable to the rise, subject to confirmation, and mentioned a return towards 82,000 to 83,000 dollars in the event of failure. The next day, Bitcoin fell below $82,000. On the altcoin side, Ethereum retained its support around $2,650 and Solana tested the $120 to $125 zone.
Have a good week on the Journal du Coin.
AI outlook — possibilities, not facts
Bitcoin could retest the $86,000-$87,000 levels if current resistance is overcome.
Possible · Within weeks
Exchanges between cryptocurrencies and stablecoins will be subject to taxation in France from 2027 if the amendment is maintained after the re-vote in session.
Likely · Within months
The investigation into the theft of $86 million from Ledger wallets will focus on devices sold by CryptoBillis in Southeast Asia.
Very likely · Within weeks

Five tax amendments on crypto-assets, including a 31.4% tax on conversions into stablecoins from 2027, an exit tax extended to 800,000 euros and a mandatory declaration of self-hosted wallets from 100,000 euros, will be re-voted in public session from October 13. The formal vote will take place on October 20 followed by the budget on November 17.

Evernorth, a Ripple-backed cash vehicle, debuts on Nasdaq this Monday with 473 million XRP in hand, while ether records its worst week in ETF since January and the XRP ledger fixes an old bug that could create billions of tokens.

Adena Friedman, chief executive of Nasdaq, said at the TOKEN2049 conference in Singapore that the tokenization of financial assets could free up tens of billions of dollars tied up in collateral, driven by plans to open up near-continuous markets.

The Central Committee of the Communist Party of China and the government have issued a notice to establish a national blockchain network. Although some crypto media see it as a turnaround, the text does not mention a timetable, a budget, or Bitcoin, being a continuation of Chinese policy on permissioned technologies.

A year after its worst collapse, bitcoin is trading around $83,000, but American bitcoin ETFs recorded $681 million in outflows over a week, continuing a downward trend despite a technical rebound linked to Donald Trump's statements on Iran.

The toll of thefts from wallets linked to the Ledger reseller CryptoBilis exceeds 92 million dollars. The store was bought in March and experts report the discovery of a spy module in devices.