Private credit funds face elevated risks in 2026 from two distinct but overlapping AI-related channels

3 months ago

Private credit funds face significant 2026 risks from two AI-related channels: disruption to software borrowers and demand shortfalls in AI…

SPV (special purpose vehicle) off-balance-sheet structures are a core financing tool in the AI data-center buildout

3 months ago

They allow hyperscalers to expand capacity rapidly while keeping the bulk of associated debt off their consolidated balance sheets, converting…

The correlation of AI in the credit architecture

3 months ago

EXECUTIVE SUMMARY. QUANTITATIVE FINANCE Contagion in AI financing cannot be understood through valuation levels or even growth rates. It is…

SSSI. The quantitative and microstructural architecture of stablecoin risk

3 months ago

Executive Summary With over $315 billion in daily trading volume, stablecoins have become the systemic plumbing of programmable finance. Yet,…

How Circular Financing in AI Creates Hidden Risks Beneath a Boom

3 months ago

Circular financing in the AI sector refers to a tightly interlinked system of equity investments, compute commitments, guarantees, and off-balance-sheet…

BIS Warns: AI Spending Spree Echoes Past Market Manias and Recessions

3 months ago

AI bubble risks are elevated as of mid-to-late 2026, driven by an unprecedented capital expenditure boom outpacing near-term monetization, high…

Crypto Short Squeeze

3 months ago

Bitcoin surged to $76,800-$77,600, gaining 6-8% in 24 hours and 20% for the week. The market saw over $4 billion…

CBDC: 137 countries in the race, but who is measuring the actual speed of adoption?

3 months ago

The Quietest Race in Monetary History Never before have so many central banks worked simultaneously on the same transformation. According…

ScoreGex. De l’AVM local à l’oracle de rente institutionnel

3 months ago

"L'immobilier tokenisé est le segment le plus difficile à mesurer", c'est exactement le vide que ScoreGex peut remplir. Le marché…

Analysis of regulatory obstacles regarding X Money

3 months ago

X Money, operated by X Payments LLC, is not a bank but a licensed money transmitter. It partners with Cross…