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Entrepreneur
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.
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Your brief - 24h (16 articles)
Dimanche 14 décembre 2025 à 07:50
DRAM Shortage, Bitcoin Resilience, Crypto Regulation, AI Hardware Surge…
Global Economic Pulse
DRAM Supply Tightness Forces Apple and Smartphone Makers to Re‑Negotiate
The looming expiry of Apple’s long‑term DRAM agreements could compel the tech giant to pay premium prices to Samsung and SK hynix from January 2026, a scenario highlighted by Wccftech. Simultaneously, SK hynix warns that commodity DRAM growth will lag demand through 2028, tightening the market further. The shortage is already prompting smartphone manufacturers to consider re‑introducing 4 GB RAM models and slowing the rollout of 16 GB flagship chips, according to Wccftech’s analysis of the supply crunch.
Wccftech
Wccftech
Wccftech
Bitcoin Finds Structural Support as Institutional Players Take Note
CoinDesk reports that Bitcoin has held firm above $80,000, buoyed by three cost‑basis metrics that signal strong investor defense zones. Vanguard’s quantitative chief dismissed Bitcoin as a “digital Labubu,” yet the firm opened crypto‑ETF access for its 50 million clients, reflecting a nuanced institutional stance. In Brazil, Itaú Asset Management now advises allocating up to 3 % of portfolios to Bitcoin as a hedge against FX volatility, underscoring the cryptocurrency’s growing role in diversified investment strategies.
CoinDesk
CoinDesk
CoinDesk
Crypto‑Heavy Firms Remain in Traditional Indexes Amid MSCI Scrutiny
CoinDesk notes that MicroStrategy (ticker MSTR) stays in the Nasdaq 100, tying its performance tightly to Bitcoin’s price swings, while MSCI signals caution over digital‑asset treasuries (DATs) and may consider their exclusion from major benchmarks. The debate highlights the friction between legacy index providers and the rising influence of crypto‑backed balance sheets, a tension that could reshape index composition standards worldwide.
CoinDesk
CoinDesk
Political & Regulatory Landscape
Crypto IPO Momentum Meets a Stalled U.S. Market‑Structure Bill
The 2025 “test run” of crypto IPOs—featuring listings by Circle, Bullish, and Gemini—sets the stage for a pivotal 2026, according to CoinDesk. However, progress on the U.S. Senate’s market‑structure legislation, aimed at clarifying crypto trading rules, appears delayed until after the holidays, with key provisions still under negotiation. The lag threatens to curb the sector’s access to public capital at a critical growth juncture.
CoinDesk
CoinDesk
Japan’s Rate Hike Poses Fresh Headwinds for Bitcoin and Global Liquidity
The Bank of Japan is poised to raise its policy rate to 0.75 %—a 30‑year high—prompting analysts to anticipate bearish pressure on Bitcoin, as a stronger yen typically tightens global liquidity conditions. CoinDesk emphasizes that the move could also reverberate through equity markets and crypto‑related carry‑trade strategies, reinforcing the interconnectedness of monetary policy and digital‑asset pricing.
CoinDesk
Tech Innovations & Infrastructure
NVIDIA’s Hopper‑Based H200 GPUs Ignite Demand in Post‑Ban China
Following the U.S. decision to lift the ban on older Hopper GPUs, Wccftech reports a surge in orders for NVIDIA’s H200 AI chips from Chinese data‑center operators, while the company safeguards supply for U.S. customers. The renewed Chinese appetite underscores the geopolitical sensitivity of high‑performance AI hardware and its impact on global supply chains.
Wccftech
Azure HorizonDB Brings Postgres Compatibility to Enterprise Cloud Workloads
At the recent Microsoft Ignite conference, InfoQ highlighted the preview of Azure HorizonDB, a managed, PostgreSQL‑compatible database service designed for mission‑critical enterprise applications, signalling Microsoft’s push to capture a larger share of the cloud‑native database market.
InfoQ
Yelp’s Scalable S3 Server‑Access Log Pipeline Shows Cost‑Effective Big‑Data Engineering
InfoQ details how Yelp engineered a cost‑efficient pipeline to ingest and analyze massive volumes of Amazon S3 server‑access logs, overcoming traditional storage and query bottlenecks and setting a benchmark for large‑scale log processing.
InfoQ
Cloud Outages Reveal Risks of Over‑Automation and Complex Configurations
DevOps.com warns that modern cloud failures increasingly stem from automated scripts, mis‑configurations, and hidden design limits, urging organizations to embed resilience and manual safeguards into their DevOps practices.
DevOps.com
Specialized AI Trading Bots Outperform General‑Purpose LLMs in Risk‑Adjusted Returns
According to CoinDesk, AI‑driven trading bots that continuously adapt to market dynamics now deliver superior risk‑adjusted performance compared with large language models, highlighting a nascent “iPhone moment” for bespoke financial AI applications.
CoinDesk
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