Analyse de marchéThesis. 2025-2026 is the moment when programmable money shifted from experiment to regulated infrastructure. Three layers converge: private stablecoins (GENIUS Act/MiCA), wholesale CBDCs (Agora, mBridge), and a common data grammar (ISO 20022 exclusive since November 2025). The dollar is being "privatized-programmed" abroad while Europe builds regulatory monetary sovereignty: this is the monetary geopolitics of the…
Nos projets Portfolio
Gold fell below USD 4,000/oz (USD 3,990–3,996 on October 27)
Gold fell below USD 4,000/oz (USD 3,990–3,996 on October 27), declining by more than 20% from its…
Choix de l’éditeurArticles en vedette
AI, Converging Technologies (MANBRIC/BIOTECH) & Robotics: The Capex Supercycle Faces the ROI Wall
Thesis. The 2024/2026 AI cycle is the largest fixed capital investment cycle…
From Speculation to Coupon: How RWA Became Private Credit’s On Chain Twin
The most important shift in digital assets this cycle is not a…
Classement des banques de détail en France (nombre de clients, septembre 2026) et structure du marché
Crédit Agricole (réseau) reste largement en tête (~25,5 M), suivi de La…
Carbon Credit Market
