The three initial theses are maintained, but with increased robustness: Quality of Big Tech Profits: The non-economic share of the…
mBridge is a multi-CBDC (wholesale) platform for cross-border payments and foreign exchange settlements in central bank digital currencies. Originating from…
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) is SpaceX’s satellite-to-smartphone service that lets ordinary, unmodified 4G/LTE phones connect directly…
The Monte Carlo analysis of JPY carry trade unwind uses a Merton Jump-Diffusion model to simulate USD/JPY dynamics over a…
Institutional and fundamental legal framework Unlike many central banks, the Bank of Japan (BOJ) has no autonomous decision-making power over…
The original thesis from December 6-13, 2025, predicting a catastrophic systemic event driven by a Fed-BOJ shock and a $11.5…
SpaceX is not a blockchain protocol, a crypto cloud, a native DePIN network, or an on-chain payment processor as of…
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…
This morning, the CCQI (Climate Change Quality Index) stands at 82.98, reflecting relative stability in the quality of climate-related assets.…