Oleg Turceac

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

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

1 month ago

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

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

1 month ago

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

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

1 month ago

The $16 Trillion Question: Who Measures Tokenization?

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

1 month ago

Tokenized Municipal Micro-Bonds

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

1 month ago

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

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

1 month ago

ScoreGex, la révolution des AVM (Automated Valuation Models)

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

1 month ago

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

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…

1 month ago

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

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

1 month ago

Beyond the Sharpe Ratio: Why Tail-Risk Hedging Is Essential in Bitcoin’s Fat-Tailed Markets

A long-only Bitcoin strategy with a target Sharpe ratio of 0.8–1.2 and 60–70% volatility is an inherently risky proposition. The…

1 month ago