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Daily Archives: 09/01/2026

Home2026SeptemberDaily Archives: 09/01/2026

STEELLDYThrough Steelldy consulting company, I assist companies, fintechs, and institutions in two key areas: ◙ Economic and financial statistical modeling via our DaaS & SaaS software (macroeconomic index platform). Analysis of the transition to a multipolar world: stablecoins, gold, copper, precious metals, industrial metals, oil, dollars, euros, yuan, yen, rubles, CBDC, BISIH, mBridge, Unified Ledger, BRICS, and global regulations. ◙ Web3 Law & Taxation Legal and Tax structuring of blockchain-based projects, RWA, tokenization, cryptocurrency (stablecoins, CBDC), decentralized autonomous organizations (DAO), MiCA compliance, ISO 20022, AI, MANBRIC/biotech technologies, robotics, smart cities, and ESG taxonomy.

Close-up of a hand holding various cryptocurrency coins against a yellow background.

Cryptos

Stablecoins vs CBDCs: the programmable currency war has entered its terminal phase

Thesis. 2026 is the year of monetary bifurcation: the United States has chosen regulated private stablecoins (GENIUS Act, explicit ban on a Fed retail CBDC), while Europe is building the public digital euro (Parliament vote in February 2026, ECB Governing Council decision on October 30, 2025, pilot possible mid-2027, first issuance envisaged in 2029, construction…

4 days ago0Comments

ByOleg Turceac

Detailed close-up of Indian rupee coins on top of banknotes, representing finance.

Digitalisation

RWA & private credit tokenisation: the birth of “programmable fixed income”

Thesis. Tokenization of real-world assets has fundamentally changed by 2026: it is no longer a speculative resale market but a market of automated cash flows. The value of a RWA is now reflected in its distributions (interest, rents) mechanically analogous to private credit and traditional fixed income, with an added layer of programmability. Key…

4 days ago0Comments

ByOleg Turceac

From below of modern skyscrapers with glass mirrored windows located in business district against blue cloudy sky

Cryptos

From Gold to BUIDL: How Rents Are Becoming the Center of Gravity of Global Finance

Lead: The tokenization of real-world assets has quadrupled since the start of 2025, reaching approximately $33.5 billion. But the figure isn't the main point, it's the nature of the product that has changed. Gone are speculative tokens; on-chain finance now produces bonds without bondholders, rents without landlords, yield without teller windows. Welcome to the programmable…

4 days ago0Comments

ByOleg Turceac

Cryptos

November 14, 2026: the date treasurers around the world cannot afford to miss

Lead: In less than three months, SWIFT will reject any cross-border payment whose postal address is not structured. 65% of global messages are not ready. Behind this technical constraint lies the biggest data upgrade in payment history and a redistribution of cards between banking rails and native ISO 20022 blockchain rails. On November 22, 2025,…

4 days ago0Comments

ByOleg Turceac

Cryptos

Market Status and Risk Architecture Bitcoin, Ethereum, XRP, Solana

Bitcoin functions as a systemic anchor and market factor. Its circulating supply stands at approximately 19.95–20.08 million BTC. US spot ETFs hold aggregate assets of around 1.3 million BTC, representing about 6–6.5% of the float, with cumulative net inflows of roughly $52 billion despite outflows in 2026. The ETF channel has replaced the "miner overhang"…

4 days ago0Comments

ByOleg Turceac

Detailed close-up shot of US dollar bills showing various denominations.

Analyse de marché

Macro environment: duration, dollar, oil, politics

The dominant factor in September is not an endogenous crypto narrative but a regime of real rates and geopolitical energy premiums. US 10-year yields hit ~4.76-4.78%, the highest since January 2025, while the #DXY traded around 99.45-99.50. Oil prices (WTI ~$86.5) reacted to US-Iran tensions and the Strait of Hormuz. The Fed funds target is…

4 days ago0Comments

ByOleg Turceac