$PEG

Bonsoir cher PMTers, j'espère que vous avez pleinement profité de votre week-end. 🔥 Ce soir les marchés ré-ouvrent et je voudrais vous dire certaines choses à ce sujet 👇 __Comme vous avez pu le voir, la 16ème plus grosse banque américaine (SVB) a été définitivement fermée ce vendredi 10 mars. Ce qui est bien c'est que tout le monde en parle mais personne ne parle de l'impact concret que cela peut avoir sur les marchés financiers.__ **Tout d'abord, il faut savoir que cette banque est spécialisée dans les start-up ce qui veut dire 2 choses :** 1. De nombreuses start-up ont des fonds de bloqués à cause de l'arrêt de SVB (Andreessen Horowit, Shopify, Zola et même...USDC (oui le stablecoin crypto). 2. Le secteur de la Tech étant sous pression depuis la crise du covid, les licenciements ont donc été nombreux (Microsoft 10 000, Meta 11 000, Google 12 000 et Amazon 18 000). Ce secteur n'est donc pas autant "bénéfique" qu'avant. Autant vous dire que la peur est présente et cela pourrait mener à d'autres "faillites" ou mouvements de paniques. De ce fait, les indices US (SPX, Nasdaq...) pourrait subir cette pression et cela n'irait pas dans le sens que certains "espèrent" (oui une baisse et non une hausse). Avec les données parues ce vendredi (NFP et unemployment rate), cela est passé pratiquement comme un "non event" et le marché a pricé la possibilité d'une hausse de 25 bps et non de 50. Cependant, il faut bien comprendre que le SPX a plongé de 3.45% (en partie à cause de l'histoire de SVB) ce qui pourrait d'avantage s'accentuer ces prochaines jours/semaines. De plus, les GAFAM pèsent près de 22% du SPX. Et les GAFAM c'est quoi ? **De la TECH ! 😉** En bref, il faut comprendre que le problème de cette banque n'est pas juste "un évènement à court terme", cela peut causer d'autres problèmes et la FED est encore moins à l'aise avec tout cela car c'est en "partie" de sa faute si cela a pu se produire (avec la hausse des taux). Après Lehman Brothers, SVB et ça les investisseurs l'ont bien compris. Maintenant si nous revenons sur le cas de SVB, j'ai dis que l'USDC avait des fonds de bloqués et bien regardez ce qui est dit ici : https://www.cnbc.com/2023/03/11/stablecoin-usdc-breaks-dollar-peg-after-firm-reveals-it-has-3point3-billion-in-svb-exposure.html 3.3 milliards de $ soit 8% de ses fonds étaient chez SVB...comment dire que l'USDC à depeg non ? 😁 Encore une fois je ne suis pas sur les cryptos mais voyez ici un peu ce que j'essaye de vous faire comprendre, ce que je sous entends etc. On reparle plus tard, et faites attention à la volatilité en ce début de semaine 💯

so news like this will be a changing game, where oil peg on gold

By Ankur Banerjee SINGAPORE (Reuters) - The U.S. dollar steadied on Monday after Federal Reserve Governor Christopher Waller said the central bank was not softening its fight against inflation, which made some investors think that the steep sell-off last week was probably overdone. A slightly cooler-than-anticipated inflation data on Thursday put the greenback in a tailspin, with the dollar index slipping 4% for the week, its worst week in more than two and half years. The dollar index, which gauges the greenback against a basket of six counterparts that includes the yen, euro and sterling, rose 0.234% to 106.960 during Asian trade on Monday, coming off the nearly three month low of 106.27 it touched on Friday. Global equities, meanwhile, soared as investors poured into risky assets on hopes that peaking inflation means less aggressive rate hikes from the Fed. But Waller said on Sunday that the inflation print last week was "just one data point" that would have to be followed, and h other similar readings would be needed to show convincingly that inflation was slowing. Waller did add, however, that the Fed could now start thinking about hiking at a slower pace. "I think the market got a little bit ahead of itself," said Carol Kong, a currency strategist at Commonwealth Bank of Australia (OTC:CMWAY), adding the market can expect more reality checks from Fed officials, which would help the dollar to recoup more ground. U.S. inflation will likely remain high and keep the Fed on its monetary tightening path, Kong said. U.S. consumer sentiment fell in November, pulled down by persistent worries about inflation and higher borrowing costs, a survey showed on Friday. Sim Moh Siong, currency strategist at Bank of Singapore said the Fed's job was still not done and the central bank is unlikely to want the equity market to rally too much or bond yields to come off too much. "If the financial markets get too buoyant, they will probably growl louder to make themselves heard in terms of their inflation message." The U.S two-year yield, which reflects rate move expectations, edged up to 4.41%, after diving as low as 4.29% on Friday, while the U.S. 10-year yield was up 7 basis points at 3.899%. Elsewhere, cryptocurrencies remained under pressure from ongoing turmoil after the fall of crypto exchange FTX. FTX's native token, FTT, was last down 7.6% at $1.31, taking its month-to-date losses to nearly 95%. Bitcoin fell 2.2% slipping below $16,000. Sterling was swaying at $1.1747, down 0.74% on the day, having risen 4% in the previous two sessions ahead of the Autumn Statement on Thursday when Britain's finance minister Jeremy Hunt is expected to set out tax rises and spending cuts. The Japanese yen weakened 0.60% versus the greenback at 139.63 per dollar, while the euro was down 0.47% to $1.0303. The risk-sensitive Australian and New Zealand dollars slipped, giving up some gains made after China moderated its zero COVID strategy. On Sunday, Reuters reported that Chinese regulators have told financial institutions to extend more support to property developers to shore up the struggling real estate sector. China's yuan rose to a near two-month high against the dollar on Monday, after the central bank lifted its official guidance fixing by the most since 2005 when Beijing abandoned the currency's decade-old peg against the greenback. ======================================================== Currency bid prices at 0147 GMT Description RIC Last U.S. Close Pct Change YTD Pct High Bid Low Bid Previous Change Session Euro/Dollar $1.0328 $1.0347 -0.18% -9.15% +1.0368 +1.0315 Dollar/Yen 139.1150 138.7350 +0.28% +20.96% +139.7300 +138.9200 Euro/Yen 143.68 143.69 -0.01% +10.25% +144.3640 +143.5900 Dollar/Swiss 0.9442 0.9413 +0.33% +3.54% +0.9448 +0.9425 Sterling/Dollar 1.1792 1.1835 -0.39% -12.83% +1.1852 +1.1767 Dollar/Canadian 1.3258 1.3251 +0.06% +4.87% +1.3308 +1.3240 Aussie/Dollar 0.6689 0.6707 -0.30% -8.01% +0.6720 +0.6668 NZ 0.6101 0.6121 -0.37% -10.91% +0.6127 +0.6070 Dollar/Dollar All spots Tokyo spots Europe spots Volatilities Tokyo Forex market info from BOJ

https://cryptonews.com/news/crypto-prices-bounce-as-ftx-searchers-for-rescuers-tether-peg-slips-contagion-fears-mount.htm

https://cointelegraph.com/news/tron-s-stablecoin-usdd-loses-dollar-peg-on-suspected-selloff-by-alameda-research

https://cointelegraph.com/news/waves-backed-stablecoin-usdn-breaks-peg-again-amid-protocol-upgrade

https://www.coindesk.com/tech/2022/08/16/acala-stablecoins-nears-1-peg-after-community-burns-12b-ausd-minted-by-exploiters/?utm_medium=referral&utm_source=rss&utm_campaign=headlines

https://www.coindesk.com/tech/2022/08/16/acala-stablecoins-nears-1-peg-after-community-burns-12b-ausd-minted-by-exploiters/?utm_medium=referral&utm_source=rss&utm_campaign=headlines

https://www.coindesk.com/markets/2022/07/26/tether-finds-stable-dollar-peg-after-terras-collapse/?utm_medium=referral&utm_source=rss&utm_campaign=headlines

usdd peg ist auch nicht gerade toll...

By Tom Wilson, Hannah Lang and Elizabeth Howcroft WASHINGTON (Reuters) -Bitcoin fell as much as 14% on Monday after major U.S. cryptocurrency lending company Celsius Network froze withdrawals and transfers citing "extreme" market conditions, in the latest sign of the financial market downturn hitting the cryptosphere. The Celsius move triggered a slide across cryptocurrencies, with their value dropping below $1 trillion on Monday for the first time since January 2021, sparking worries the rout might spill over into other assets or hit other companies. "Almost anything can be systemic in crypto ... because the whole space is over-levered," said Cory Klippsten, chief executive of Swan Bitcoin, a bitcoin savings platform. "It's all a house of cards." Celsius CEO Alex Mashinsky and Celsius did not respond to Reuters requests for comment. New Jersey-based Celsius, which has around $11.8 billion in assets, offers interest-bearing products to customers who deposit cryptocurrencies with its platform. It then lends out cryptocurrencies to earn a return. After Celsius's announcement, bitcoin (BTC=BTSP) touched an 18-month low of $22,725, before rebounding slightly to around $23,265. No.2 token ether dropped as much as 18% to $1,176, its lowest since January 2021. Companies exposed to cryptocurrencies have previously warned that declines in token prices could have ripple effects, including by triggering margin calls. "It's still an uncomfortable moment, and there's some contagion risk around crypto more broadly," said Joseph Edwards, head of financial strategy at fund management firm Solrise Finance. Crypto markets have dived in the past few weeks as rising interest rates and surging inflation prompted investors to ditch riskier assets across financial markets. Markets extended a sell-off on Monday after U.S. inflation data on Friday, which showed the largest price increase since 1981, prompting investors to raise their bets on Federal Reserve rate hikes.[MKTS/GLOB] That was likely the key driver of the crypto market nosedive, Jay Hatfield, chief investment officer at Infrastructure Capital Management, wrote in a note on Monday. "The Fed’s overexpansion of its balance sheet led to a number of bubbles including tech stocks, (and) crypto tokens," he said. Cryptocurrency investors have also been rattled by the collapse of the terraUSD and luna tokens in May which was shortly followed by Tether, the world's largest stablecoin, briefly breaking its 1:1 peg with the dollar. In a blog post https://tether.to/en/celsius-feels-impact-of-market-volatility-tether-reserves-hold-strong on Monday, Tether said that while it has invested in Celsius, its lending activity with the crypto platform has "always been overcollateralized" and has no impact on Tether's reserves. The token was last trading flat at $1. Also on Monday, BlockFi, another crypto lending platform, said it was reducing its staff by about 20% due to "dramatic shift in macroeconomic conditions." BlockFi said that it has no exposure to Celsius. Bitcoin, which surged in 2020 and 2021, is down around 50% so far this year. Ethereum is down more than 67% this year. CRYPTO LENDING Celsius says on its website that customers who transfer their crypto to its platform can earn an annual return of up to 18.6%. The website urges customers to "Earn high. Borrow low". In a blog post https://blockfi.com/a-message-from-our-founders on Sunday evening, the company said it had frozen withdrawals, as well as transfers between accounts, "to stabilise liquidity and operations while we take steps to preserve and protect assets." "We are taking this action today to put Celsius in a better position to honour, over time, its withdrawal obligations," the company said. Celsius's token has fallen about 97% in the last 12 months, from $7 to around 20 cents, based on CoinGecko data. 'GREY AREA' Crypto lending products have surged in popularity and many companies have launched offerings within the last year. That has sparked concerns among regulators who are worried about investor protections and systemic risks from unregulated lending products. Celsius and crypto firms that offer similar services operate in a regulatory "grey area," said Matthew Nyman at CMS law firm. Celsius raised $750 million in funding last year from investors including Canada's second-largest pension fund Caisse de Dépôt et Placement du Québec. Celsius was valued at the time at $3.25 billion. As of May 17, Celsius had $11.8 billion in assets, its website said, down by more than half from October, and had processed a total of $8.2 billion worth of loans. Mashinsky, the CEO, was quoted in October last year saying Celsius had more than $25 billion in assets. Rival crypto lender Nexo said on Monday it had offered to buy Celsius' outstanding assets. "We reached out to Celsius Sunday morning to discuss the acquisition of its collateralised loan portfolio. So far, Celsius has chosen not to engage," said Nexo co-founder Antoni Trenchev. Celsius did not respond to a request for comment on Nexo's offer.

Lol il peg di usdt vedo in grosse difficoltà ultimamente. Addirittura Binance ha delistata da futures

First Mover Asia: Tether Is Quiet About Its Bankers. Will It Affect Its Peg? https://www.coindesk.com/markets/2022/05/31/first-mover-asia-tether-is-quiet-about-its-bankers-will-it-affect-its-peg/?utm_medium=referral&utm_source=rss&utm_campaign=headlines

Fantom Stablecoin DEI Remains Below Dollar Peg For Third Day, No Updates from the Team https://cryptonews.com/news/fantom-stablecoin-dei-remains-below-dollar-peg-for-third-day-no-updates-from-the-team.htm

PEG di USDT sta un po' ballando ultimamente.

MakerDAO price rebounds as DAI holds its peg and investors search for stablecoin security https://cointelegraph.com/news/makerdao-price-rebounds-as-dai-holds-its-peg-and-investors-search-for-stablecoin-security

Ecco il nuovo piano migliorato!!! Poi la proposta peg lo faccio io quando sarà il tempo.

**@girlgone_crypto:** The Luna Foundation sold off most of its Bitcoin supposedly in an attempt to save the UST peg. How it’s going so far: https://t.co/6bd3aBsRsI https://twitter.com/girlgone_crypto/status/1526208134682775552

Fantom Stablecoin DEI Becomes Latest to Lose Dollar Peg https://www.coindesk.com/markets/2022/05/16/fantom-stablecoin-dei-becomes-latest-to-lose-dollar-peg/?utm_medium=referral&utm_source=rss&utm_campaign=headlines

Certamente, era partito il peg. Poi il panic sell ed occoci qua. Anche se dollaro, euro o quello che volete va venduto a manetta alla fine non valerà nulla. È la legge di mercati. Girano i voci che il Singapore se non sbaglio dovrà finanziare il peg. Io credo che non è finita così ma ovviamente come sempre le cose sono molto incerte principalmente adesso. Tra qualche annetto vediamo che succederà. > @SimoDella1408 said: è vero che la speranza è l'ultima a morire Andrej però se è andata a zero ci sarà un motivo no?

schlimm ist allerdings das do Kwon UST in der Chain fork verwerfen will. das ist absolut Müll und ich verstehe es nicht. Terra war wegen UST so erfolgreich. auch sind die UST Investoren die gelackmeierten die entschädigt werden sollten.ein Luna coins schwankt und trägt das Risiko. ein stable coin muss das Prioritätstarget Nr. 1 haben - auch wenn jetzt das Vertrauen weg ist muss der UST peg nach wie vor prio 1 haben - selbst wenn der nicht fortgeführt wird..

Onestamente penso che LUNA potrebbe tornare sui 4 dollari. Poi il vero problema è il peg. Per ulteriore salita ci vuole tanta roba.

Early Thursday trading saw #Tether lose its peg to $1, falling to $0.95 for the first time since March 2020. The world's largest #stablecoin is expected to be affected by the collapses of $LUNA and $UST. The social volume of $USDT hit a 17-month high.

Bitcoin Jumps Above USD 30K, Ethereum Reclaims 2K as Tether Regains Peg, LUNA & UST Near  Zero https://cryptonews.com/news/bitcoin-jumps-above-usd-30k-ethereum-reclaims-2k-as-tether-regains-peg-luna-ust-near-zero.htm

credo ora mai sia quasi impossibile con ust a 0,38 $ e luna a 0,05$ riprostinare il peg

First Mover Americas: BTC Drops 2020 Levels of $25K and Tether Loses $1 Peg https://www.coindesk.com/business/2022/05/12/first-mover-americas-btc-drops-2020-levels-of-25k-and-tether-loses-1-peg/?utm_medium=referral&utm_source=rss&utm_campaign=headlines

Small-cap Stablecoins Struggle to Maintain Peg as Crypto Market Crashes https://cryptonews.com/news/small-cap-stablecoins-struggle-to-maintain-peg-as-crypto-market-crashes.htm

Market Panic Puts Tether Peg Under Pressure https://cryptonews.com/news/market-panic-puts-tether-peg-under-pressure.htm

USDT-dollar peg wobbles as markets continue to struggle: Tether CTO weighs-in https://cointelegraph.com/news/usdt-dollar-peg-wobbles-as-markets-continue-to-struggle-tether-cto-weighs-in

Tether Loses $1 Peg, Bitcoin Drops to 2020 Levels of near $24K https://www.coindesk.com/markets/2022/05/12/tether-loses-1-peg-bitcoin-drops-to-2020-levels-of-near-24k/?utm_medium=referral&utm_source=rss&utm_campaign=headlines

Bitcoin falls below $27K to December 2020 lows as Tether stablecoin peg slips under 99 cents https://cointelegraph.com/news/bitcoin-falls-below-27k-to-december-2020-lows-as-tether-stablecoin-peg-slips-under-99-cents

cosa sarebbe? > @Andrzej said: O cavolo. è partito il peg si usdt al ribasso ragazzi!!!

O cavolo. è partito il peg si usdt al ribasso ragazzi!!!

Io incremento ancora Luna. Amio parere progetto sopravvivrà. UST assicurati vengono pagati per ciò non perderà fiducia si grandi investitori. Peg si sta cominciando a stabilizzare piano piano. Certo che se andrà tutto bene come previsto mi comprerò una bella barca😂😂😂.

'$DAI Will Die' Tweet Twisted Back on Terra's Kwon as UST Loses $1 Peg https://www.coindesk.com/markets/2022/05/11/dai-will-die-tweet-twisted-back-on-terras-kwon-as-ust-loses-1-peg/?utm_medium=referral&utm_source=rss&utm_campaign=headlines

Crypto Market Dives – and Rebounds – Following UST De-Peg, US Inflation Report https://cryptonews.com/news/crypto-market-dives-and-rebounds-following-ust-de-peg-us-inflation-report.htm

Terra founder Do Kwon shares plan to save the UST stablecoin peg https://cointelegraph.com/news/terra-founder-do-kwon-shares-plan-to-save-the-ust-stablecoin-peg

Anchor Community Submits Proposal to Restore UST Peg https://www.coindesk.com/markets/2022/05/11/anchor-community-submits-proposal-to-restore-ust-peg/?utm_medium=referral&utm_source=rss&utm_campaign=headlines

Bitcoin Flirts With $30K During Asia Trading Day as Luna Foundation Guard Fights to Defend UST Peg https://www.coindesk.com/markets/2022/05/11/bitcoin-flirts-with-30k-during-asia-trading-day-as-luna-foundation-guard-fights-to-defend-ust-peg/?utm_medium=referral&utm_source=rss&utm_campaign=headlines

Buongiorno!!! Or mai scorre il sangue sotto i ponti nei mercati criptò. Rimango del idea che stiamo a ultimi sgoccioli. Fatto incremento pesante SPOT di luna sta mattina a 10 dollari. È rischioso vedendo la situazione del peg ma come si dice chi non rischia non rosica.

UST’s Bitcoin Reserve Too Late in Coming to Save Dollar Peg https://www.coindesk.com/markets/2022/05/10/usts-bitcoin-reserve-too-late-in-coming-to-save-dollar-peg/?utm_medium=referral&utm_source=rss&utm_campaign=headlines

UST Backer LFG Seeks $1B to Shore Up Stablecoin Peg: Report https://www.coindesk.com/business/2022/05/10/ust-backer-lfg-seeks-1b-to-shore-up-stablecoin-peg-report/?utm_medium=referral&utm_source=rss&utm_campaign=headlines

Bitcoin Tests USD 30K, Ethereum Dives, LUNA Halves as UST Loses Peg https://cryptonews.com/news/bitcoin-tests-usd-30k-ethereum-dives-luna-halves-as-ust-loses-peg.htm