Thesis. 2026 marks the global doctrinal shift. Private-regulated dollar (GENIUS Act), public-regulated euro (ECB), public-interest-bearing yuan (PBOC). Stablecoins become a treasury instrument; CBDCs become a sovereignty instrument. Key Data. Stablecoin market: ~$290–321B (USDT ~$184–190B; USDC ~$73B). MiCA: fully applicable since 30/12/2024, transition period ends 01/07/2026; approximately twenty licensed EMTs (USDC, USDG, EURC, EURCV, EURI, EURAU,…
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Agentic AI, robotics, biotech (MANBRIC) & smart cities: capital shifts from software to physical.
Thesis. The 2026 AI cycle shifts from conversational models to "digital workers" (agents) and physical AI (robots,…
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