Le recul du cours de l’ETH n’a pas mis fin à l’activité des développeurs sur Ethereum. Les ajouts de nouveaux développeurs sont restés élevés au fil des années, y compris pendant des phases de marché baissier. En parallèle, la production de blocs s’est stabilisée, suggérant une activité de base durable. À court terme, le prix peine toutefois à franchir une zone autour de $1,800.

XRP has climbed back toward $1.20, with the move appearing to be driven more by spot buying than by derivatives positioning. Spot CVD rose to $267.4 million while Binance perpetual CVD dropped to a record -$792.5 million, alongside an estimated leverage ratio of 0.187. With leverage elevated and perp selling heavy, the setup points to higher volatility and a risk of sharp reversals if spot demand weakens.

La résilience du crédit privé sera déterminante pour juger si les rendements affichés ont une réelle valeur. Les tensions sur ce segment pourraient révéler si ces rendements sont durables.

Deux réunions consécutives de la Banque du Japon et de la Réserve fédérale américaine pourraient déclencher une réaction en chaîne. Ce double rendez-vous est susceptible de peser sur le sentiment de marché et sur l’appétit pour le risque. Dans ce contexte, les actifs comme le bitcoin pourraient connaître une volatilité accrue.

Ethereum remains the largest hub for tokenized real-world assets at about $14.65 billion, but the latest flows show activity spreading across multiple chains. Over the past 30 days, Ethereum’s tokenized RWA base fell by nearly $1.63 billion, while Stellar added roughly $810 million (up 63%), and Base, Avalanche, and Aptos rose by 46%, 45%, and 38%. In Q1 2026, Solana’s RWA value jumped 58% quarter-on-quarter and moved above $2.5 billion, with RWAs representing 17% of its total TVL.

Ethereum (ETH) and Solana (SOL) have remained under pressure in June, with SOL falling more sharply month to date. At press time, ETH was down 17.1% versus SOL’s 20.5%, while ETF flow data and derivatives positioning suggested risk appetite has not fully disappeared.

Crypto-AI projects have extended their fundraising streak to five consecutive quarters, with Q2 2026 year-to-date funding rising to $600 million versus about $60 million in Q2 2025. However, the AI token sector is still down 8.1% YTD by fully diluted market cap, while only a handful of tokens have rallied recently.

Fidelity’s Ethereum ETF-related wallets recorded $28.6 million in ETH purchases so far this week, marking its strongest buying week since late April. Ethereum ETF net inflows stood at $41.52 million at press time, while ETH traded around $1,651–$1,657, with indicators still suggesting near-term caution despite a modest bounce.

Japan’s Bank of Japan is expected to lift rates to 1% on 16 June, with the U.S. Federal Reserve meeting set for 17 June, putting two key policy decisions within a 24-hour window. Separately, SBI Shinsei Bank plans to let customers convert part of their deposit interest into Ripple’s XRP from 10 June. The move could create a recurring demand channel in a banking system holding about $8.6 trillion in deposits, even as crypto’s $2.15 trillion market cap still trails the S&P 500 above 7,400.