The original thesis from December 6-13, 2025, predicting a catastrophic systemic event driven by a Fed-BOJ shock and a $11.5 trillion carry trade unwind within 90 days, was not validated in its magnitude or timing. Observed reality shows USD/JPY peaked around 164 in late July 2026 after coordinated intervention, now near 158. The BOJ hiked…
Articles récentsRestez informé
Nos projets Portfolio
Choix de l’éditeurArticles en vedette
The ETH/BTC ratio currently stands at approximately 0.0292–0.0293
The ETH/BTC ratio currently stands at approximately 0.0292–0.0293 (early August 2026), meaning…
The correlation between Bitcoin (BTC) and Ethereum (ETH)
The correlation between Bitcoin (BTC) and Ethereum (ETH) is structurally high and…
The correlation between Bitcoin and physical gold (XAU/USD)
The correlation between Bitcoin and physical gold (XAU/USD) remains weak and unstable…
Vidéo récenteStay informed
Autres projetsArticles tendances
Articles récentsPlus d'actualités
Global Systemic Convergence of the 7 Vectors (December 2025). Reassessment and Recalibration as of August 10, 2026
Prospective Trajectory of SpaceX as an Infrastructure
Profitability and margin structure. Quantified comparison of SpaceX (Q2 2026) vs hyperscaler models (AWS, Azure/Microsoft Cloud, Google Cloud, Meta AI infrastructure).
CCQI = 82.98 this morning, EUA price at €79.01
Structured Quantitative Financial Analysis of SpaceX. Consolidated Accounts for Q2 2026 (period ended June 30, 2026)
Markets
Carbon Credit Market