Une personne douée en finances, qui s'intéresse beaucoup aux tendances et à l'analyse économiques, suit également l'actualité politique et se tient informée des avancées technologiques. Elle s'intéresse particulièrement à la manière dont les politiques économiques influencent les marchés mondiaux.
Vous souhaitez recevoir chaque jour la revue de presse de ce profil ?
Crypto Funding, AI Chip Wars, and Political Shifts Shape Global Markets...
Mercredi 10 décembre 2025 à 10:52
Economic Pulse: Crypto, Central Bank Policy, and Semiconductor Costs
Strive Launches $500 Million ATM Offering for High‑Yield Crypto Preferred Stock
Strive (ASST) announced a $500 million at‑the‑market (ATM) issuance of its Variable‑Rate Series A Perpetual Preferred Stock, marketed as a high‑yield SATA instrument paying a 12 % dividend. The proceeds are earmarked for expanding its Bitcoin treasury, acquiring additional crypto assets, and potential share repurchases, underscoring the continued institutional appetite for yield‑rich crypto‑linked securities. Analysts note that the offering, priced near $91 per share, reflects confidence in Bitcoin’s long‑term price trajectory despite recent market volatility.
CoinDesk
IMF Warns Stablecoins Could Undermine Emerging‑Market Currencies
The International Monetary Fund’s December 2025 report flags USD‑pegged stablecoins as a latent threat to emerging‑market economies, warning they could facilitate capital‑flight and erode the effectiveness of capital‑flow management measures. While experts concede the stablecoin market is not yet large enough to pose a systemic risk, the IMF stresses that regulators must monitor usage patterns to pre‑empt potential currency substitution. The report urges coordinated global oversight to mitigate spill‑over effects on vulnerable economies.
CoinDesk
Bitcoin briefly surged above $94,000 before settling near $92,500 as traders priced in an anticipated Federal Reserve rate reduction of 25 basis points later in the week. The rally illustrates how crypto assets remain highly responsive to U.S. monetary‑policy cues, with market participants seeking yield alternatives amid expectations of a softer stance from Chair Jerome Powell. The price swing also reignited speculative positioning, prompting a modest profit‑taking wave among short‑term holders.
CoinDesk
MediaTek Mulls Dual‑Chipset Strategy as 2 nm Wafer Prices Surge
Taiwanese fabless giant MediaTek is weighing a dual‑chipset launch strategy akin to Qualcomm’s, prompted by soaring 2 nm wafer costs at TSMC. The company’s flagship Dimensity 9600 may remain a single‑variant offering unless the cost pressure forces a split‑product approach to preserve margins. Industry observers note that the wafer‑price dilemma could reshape the competitive dynamics of the high‑end mobile‑SoC market in 2026.
Wccftech
Tech Frontier: AI Infrastructure, Voice Innovation, and Chip Manufacturing
Gradium Secures €60 Million Seed Round to Build Voice‑AI as the New Operating System
Paris‑based Gradium emerged from stealth with a €60 million seed round, backed by investors such as FirstMark Capital, Eurazeo, and AI luminaries Yann LeCun and Eric Schmidt. The startup aims to make voice the primary interface for AI, delivering low‑latency, multilingual conversational models that can power real‑time applications from gaming to medical transcription. Its early traction includes dozens of enterprise customers, positioning Gradium as a potential challenger to incumbents like OpenAI and ElevenLabs.
FrenchTechJournal
Linux Foundation Launches Agentic AI Foundation, Anchoring Open‑Source MCP, Goose and AGENTS.md Projects
The Linux Foundation announced the creation of the Agentic AI Foundation (AAIF) to steward open‑source projects such as the Model Context Protocol (MCP), Goose, and AGENTS.md. By donating these critical AI‑agent frameworks to a neutral body, the foundation seeks to ensure long‑term transparency, community governance, and cross‑industry collaboration for the infrastructure underpinning next‑generation autonomous agents. Founding members span the tech spectrum, from Amazon and Google to Anthropic and OpenAI, highlighting broad industry commitment.
SD Times
Phoronix
Yann LeCun Calls for Europe‑Led AI Revolution, Criticising LLM‑Centric Silicon Valley
Former Meta chief AI scientist Yann LeCun warned that the current focus on large‑language models is a dead end, urging a shift toward world‑model research that predicts physical outcomes. Speaking at the aiPulse conference, LeCun argued that Europe, with its deep talent pool, is poised to lead this next wave, citing the launch of his venture AMI and the European‑centric data assets of General Intuition. The message resonated across the FrenchTechJournal coverage, which highlighted the strategic advantage of open‑source, low‑compute AI approaches over the resource‑intensive LLM paradigm.
FrenchTechJournal
FrenchTechJournal
Nvidia has booked more than half of TSMC’s CoWoS (chip‑on‑wafer‑on‑substrate) capacity for the coming years, effectively crowding out rivals in the high‑performance AI‑chip segment. While Broadcom and AMD retain smaller shares, the concentration intensifies supply‑chain risks for enterprises dependent on cutting‑edge GPUs for generative‑AI workloads. China Daily notes that despite a partial U.S. export licence for Nvidia’s H200 chips, broader export controls remain, underscoring the geopolitical overlay on an already tight market.
Wccftech
China Daily
Political Landscape: Party Realignments, Agency Turmoil, and Trump Administration Moves
Democrats Face Voter Perception Crisis Over “Too Liberal” Image, Threatening 2026 Outlook
Washington Monthly’s analysis reveals that 55 % of voters now view the Democratic Party as “too liberal,” a perception that has risen despite a modest decline in the share of voters labeling Republicans as “too conservative.” The report links this branding gap to a shift in party platforms away from traditional economic concerns—such as “middle‑class” and “economy”—toward cultural issues, contributing to a 70 % “out‑of‑touch” rating among the electorate. The authors argue that without a recalibrated, economically‑focused message, Democrats risk further erosion in swing‑state contests.
Washington monthly
USAID’s New Hire Fuels Conspiracy Narrative, Spotlighting Agency Vulnerability
Right‑wing influencer Mike Benz has been installed at USAID to investigate claims that the agency operates as a covert CIA front, reviving fringe theories that the organization funds “dark” projects worldwide. Benz’s previous notoriety for promoting outlandish assertions—such as linking Taylor Swift to NATO—has drawn criticism from both bipartisan lawmakers and senior agency staff, who warn that his presence could undermine credibility and morale. The appointment underscores ongoing politicisation of U.S. foreign‑aid institutions.
The Atlantic
Following a series of courtroom setbacks, the Trump administration signalled a strategic pull‑back, with Alina Habba resigning after a federal appeals court ruled she lacked authority to serve as New Jersey’s top prosecutor. While the Justice Department announced an appeal, the episode highlights a rare instance of the White House conceding defeat on a high‑profile legal battle, suggesting a possible recalibration of the administration’s confrontational approach. Observers note that this retreat may reflect broader fatigue within the executive branch over protracted litigation.
The Atlantic