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Monthly Archives: October 2026

Home2026Monthly Archives: October 2026
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En chiffresEn chiffres

Spread Soars Beyond Historical Records, Signaling Imminent French Bond Market Collapse

The French debt crisis is escalating, raising increasing concerns about the nation's sovereign debt. On Monday, it was reported that Shinji Kunibe, a bond portfolio manager at Japan's Sumitomo Mitsui DS Asset Management, decided to fully sell his holdings of French debt securities. Kunibe explained his decision by noting that while French bonds had offered…
10/09/20260Comments

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A detailed view of Bitcoin and Ripple coins with market data on a screen, symbolizing digital currency trends.
Digitalisation

RWA & tokenisation: from experimentation to regulated market

Size and dynamics. The on-chain value of tokenized real-world assets (excluding stablecoins) reached $33.5 billion in July 2026 according to rwa.xyz (reference dashboard), approximately 4x the level at the start of 2025; Chainalysis reports ~$31 billion (+400%), Canton ~$36 billion?, the discrepancy is methodological, not contradictory. In "represented" value (underlying assets referenced), rwa.xyz reports ~$218–369…
10/08/20260Comments

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Cryptocurrency coins representing Bitcoin, Ethereum, and Cardano on a white background.
Digitalisation

From Speculative Tokens to Yield Instruments: The Revenue-Structure Paradigm in Tokenized Assets (2026–2035)

The defining shift in digital assets this decade is not a price level. It is a change in structure: from instruments whose value rests on uncertain future appreciation to instruments whose value is delivered through continuous, automated cash flows, rent, interest, coupons, distributed by code. The RWA market has quietly completed this migration in 2026,…
10/08/20260Comments

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A detailed view of 200 Euro banknotes, ideal for themes of finance, currency, and wealth.
Digitalisation

The November 14 Cliff: ISO 20022’s Structured-Address Deadline Is a Data Problem Dressed as a Payments Problem.

In less than twelve weeks, on 14 November 2026, the SWIFT CBPR+ network will begin rejecting cross-border payment messages that carry fully unstructured postal addresses. SEPA follows on 15 November. There is no extension mechanism: the deadline was set through SWIFT’s formal community process and is enforced at network level, a non-compliant message is NAKed…
10/08/20260Comments

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lntélligence artificielle

IA Supercycle CapEx. Stochastic Regime Modeling, Real Options Valuation, and Material Supply Chain Disruption

The statement by the IMF Managing Director, Kristalina Georgieva, that AI-related infrastructure now captures more than 10% of global merchandise trade, and that global AI investment (as a % of GDP) will reach and likely exceed historically allocated levels for railways, power grids, and telecommunications, marks a macroeconomic regime shift of a magnitude equivalent to…
10/07/20260Comments

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Cryptos

Crypto Macro and Microstructure Regime: Compression Analysis (BTC, ETH, XRP, SOL, ZEC)

The paradigm has shifted. Digital assets no longer react like call options on technological adoption but rather as long-duration derivatives hyper-sensitive to real interest rates. With the 10-year U.S. Treasury yield fracturing the 5.27% barrier in early October 2026, the negative correlation between crypto Beta and yields dictates the entire market microstructure. This www.steelldy-indices.com note…
10/07/20260Comments

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Aerial view of a car on a winding road through dense forest in Germany, showcasing natural beauty.
Uncategorized

ESG, European taxonomy & carbon: the simplification that creates the quality premium

The Omnibus package reduces the reporting scope but mechanically increases the published alignment ratios, a comparability risk for investors. Symmetrically, the voluntary carbon market is completing its bifurcation: CCP-labelled credits with a quality premium (25%) vs a high-risk legacy stock. Verifiable quality becomes an asset class. Key Data • Omnibus I (Directive (EU) 2026/470,…
10/07/20260Comments

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