SpaceX (SPCX). Post-IPO Dynamics, Negative Convexity & AI Integration

3 months ago

The chart analysis (daily SPCX candlesticks, mid-June to mid-August 2026) confirms negative convexity from massive retail participation. The IPO on…

$315 billion stablecoins: why “trust me” is no longer a reserve policy

3 months ago

The stablecoin market has crossed a symbolic threshold: a market capitalization of over $315 billion. What was, five years ago,…

Power Is the New Bottleneck. AI’s 945 TWh Problem Reprices Energy, Compute and Capital (2026–2030)

3 months ago

The base case, from the IEA. Global data centres consumed about 415 TWh in 2024, 1.5% of world electricity, roughly…

Le risque systémique de l’arbitrage à “cours connu” (cas Abeille Assurances)

3 months ago

1. Introduction et Diagnostic Structurel La faille des contrats à "cours connu" (notamment le contrat Arbitrage) émis par l'Abeille Vie…

The $16 Trillion Question: Who Measures Tokenization?

3 months ago

The numbers, first. Tokenized real-world assets crossed $30 billion in early 2026, a 300% year-on-year increase : US Treasury debt…

Tokenized Municipal Micro-Bonds

3 months ago

Tokenized Municipal Micro-Bonds. We use the XRPL infrastructure to issue tokenized bonds funded by urban tolls… and local property taxes…

Gold as an Implicit Call Option on Fiat Collapse: A Model-Driven Analysis

3 months ago

According to the methodology of Dixit and Pindyck (1994), gold contains an implicit call option on the collapse of the…

ScoreGex, la révolution des AVM (Automated Valuation Models)

3 months ago

Le marché mondial de l'immobilier représente 435 000 milliards USD en 2026, soit 66 % des actifs mondiaux (Global Real Estate = $435T, Global…

RWA Treasuries: The High-Stability, High-Yield Foundation for Modern Crypto Strategies

3 months ago

RWA Treasuries (Sharpe 1.0-1.3 | Volatility 2-3%). Asset representing the tokenization of U.S. Treasury bills (e.g., BUIDL, OUSG). The high…

Why Gold’s Low Sharpe Ratio Masks Its True Value as a Strategic Tail-Risk Hedge

3 months ago

Gold (Sharpe 0.4-0.7, Volatility 12-15%) acts as a reserve asset, inversely correlated with the DXY. Its low Sharpe ratio is…