Oil reserves are rapidly depleting, eroding the world's crucial buffer against supply shocks. A concerning JP Morgan chart, discussed by David Russell of GoldCore and featured in Bloomberg, illustrates the drastic decline in total discovered oil reserves, measured in billions of barrels.
These reserves initially built up during the COVID-19 pandemic when demand plummeted,…
1.1 Collective Structuring and Pooling of Heterogeneous Quality Carbon Credits
Pool tokens represent a stake in a collective portfolio of carbon credits with heterogeneous characteristics, structured as a mutual fund or a collective investment vehicle. This form of tokenization allows for the pooling of risks specific to each carbon credit and offers increased liquidity compared…
We are not in a classic crypto cycle; we are witnessing the commoditization of the settlement layer. Bretton Woods I (1944) used a gold-pegged dollar settled via correspondent banks (SWIFT/CHIPS). The current regime (post-1971) relies on the petrodollar and sovereign debt. Bretton Woods 2.0 is based on a Dual Pillar Regime:
1. Physical Pillar…
Analyse de marché
Décarbonisation