Thesis. The 2026 AI cycle shifts from conversational models to "digital workers" (agents) and physical AI (robots, driving, inspection); value migrates from the model layer to operational integration and automated real assets, converging directly with smart cities and tokenizable infrastructure. Key Data. ~71% of companies are expected to integrate AI agents into key functions…
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MiCA × ISO 20022: The Dual Plumbing Reshaping European Finance
Thesis. Two "invisible" projects converge in 2026: the completion of the licensed perimeter under MiCA (crypto) and…
Choix de l’éditeurArticles en vedette
The Income Paradigm: How Tokenized RWAs Are Becoming the New Private Credit
Digital finance is shifting gears. For ten years, the value of a…
Analyse de marchéThe Perfect Storm: Oil’s Spike, Japan’s Debt Shock, and Nvidia’s Quiet Bond Exit
Oil prices surged sharply after the US announced new strikes on southern…
Rising Demand for Direct Ownership of Physical Gold
The Financial Times reports a marked shift among wealthy investors toward direct…
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Agentic AI, robotics, biotech (MANBRIC) & smart cities: capital shifts from software to physical.
MiCA × ISO 20022: The Dual Plumbing Reshaping European Finance
Commodities & ESG taxonomy: real returns in a world of real assets
The Silent Crisis: How AI Is Accelerating the Dumbing Down of Society
ISO 20022: the most underrated plumbing trade of 2026
