Pools of Liquidity, Institutional Flows, and Sharpe Ratios

3 months ago

Pools of Liquidity, Institutional Flows, and Sharpe Ratios has been validated on August 13, 2026, within the M. Theory 4.2…

Big Tech, AI Power Constraints, and the Specter of 1929

3 months ago

The three initial theses are maintained, but with increased robustness: Quality of Big Tech Profits: The non-economic share of the…

Detailed Technical Exploration of the mBridge Project

3 months ago

mBridge is a multi-CBDC (wholesale) platform for cross-border payments and foreign exchange settlements in central bank digital currencies. Originating from…

Interoperability of Instant Payment Systems and CBDCs within BRICS

3 months ago

On August 11, 2026, RBI Governor Sanjay Malhotra confirmed that BRICS members are actively exploring links between their instant payment…

Starlink Direct-to-Cell, also called Starlink Mobile or D2C/DTC

3 months ago

Starlink Direct-to-Cell (also called Starlink Mobile or D2C/DTC) is SpaceX’s satellite-to-smartphone service that lets ordinary, unmodified 4G/LTE phones connect directly…

The Monte Carlo analysis of JPY carry trade

3 months ago

The Monte Carlo analysis of JPY carry trade unwind uses a Merton Jump-Diffusion model to simulate USD/JPY dynamics over a…

Analysis of the Foreign Exchange Intervention Mechanisms of the Bank of Japan (BOJ) / Ministry of Finance (MoF)

3 months ago

Institutional and fundamental legal framework Unlike many central banks, the Bank of Japan (BOJ) has no autonomous decision-making power over…

Global Systemic Convergence of the 7 Vectors (December 2025). Reassessment and Recalibration as of August 10, 2026

3 months ago

The original thesis from December 6-13, 2025, predicting a catastrophic systemic event driven by a Fed-BOJ shock and a $11.5…

Prospective Trajectory of SpaceX as an Infrastructure

3 months ago

SpaceX is not a blockchain protocol, a crypto cloud, a native DePIN network, or an on-chain payment processor as of…

Profitability and margin structure. Quantified comparison of SpaceX (Q2 2026) vs hyperscaler models (AWS, Azure/Microsoft Cloud, Google Cloud, Meta AI infrastructure).

3 months ago

https://www.steelldy-indices.com SpaceX has a gross margin of 55.3%, but negative operating and net margins (-1.8% and -6.9%). Only Starlink connectivity…