Thesis. The 2024/2026 AI cycle is the largest fixed capital investment cycle in modern economic history. The market question is no longer Will AI transform the economy? but “Who bears the capex risk, and at what rate of return?” Humanoid robotics and converging technologies (MANBRIC: Metaverse AI Nano Bio Robotics Info Cognition the extended NBIC…
The most important shift in digital assets this cycle is not a price. It is a change in the structure of value. The first era of tokenization sold appreciation: buy the token, hope the number goes up the speculative logic of the NFT bubble transposed onto real assets. The second era, the one that began…
Crédit Agricole (réseau) reste largement en tête (~25,5 M), suivi de La Banque Postale (~18 M) et Caisse d’Épargne. BoursoBank est confirmé à 9,1 M fin juin 2026 (communiqué officiel). Revolut se situe autour de 7–8 M (annonces 7 M fin 2025 / 8 M juillet 2026). BNP Paribas réseau est plus bas (~7,2–7,3 M).…
The week of August 19 25, 2026 will be remembered as the moment tokenized equities stopped being a roadmap slide and became a product. Coinbase listed tokenized Apple, Nvidia, Meta and Alphabet shares on Base using its purpose-built B20 standard, backed 1:1 by shares in ADGM regulated custody, with Chainlink providing pricing and roughly fifty…
The 2024–2026 AI cycle is the largest fixed-capital investment cycle in modern economic history. The market question is no longer “Will AI transform the economy?” but “Who bears the capex risk, and at what rate of return?” Humanoid robotics and converging technologies (MANBRIC: Metaverse-AI-Nano-Bio-Robotics-Info-Cognition, the extended NBIC family) are derivatives of this cycle: real bets…
Europe carried out the largest ESG regulatory simplification since the adoption of the CSRD in 2025-2026: the scope of mandatory reporting contracted (~50,000 → ~5,000 companies), but the requirement for granular data did not disappear, it shifted toward voluntary disclosure, the value chain, and sustainable finance. Strategic paradox: fewer obligations = greater value for credible…
I. Нормативная и позитивная рамки: UBI и UBC, различие по природе, а не по степени.
Итог: В мире, преобразованном ИИ, UBC представляется структурно более эффективной моделью, чем UBI, для устойчивого увеличения медианного благосостояния и сокращения неравенства, поскольку вознаграждение основывается на владении производительными активами, а не на налоговых трансфертах.
Ключевые положения (1) UBI (Universal Basic Income,…
"AI will likely render what I do and what you aspire to do as obsolete. Likewise to careers in marketing, accounting, engineering whether software, biological, mechanical data analysis, research management. All of these careers will disappear in the next decade. You must alter the focus of your education to include machine learning, computer vision and…
The current dynamics between gold and oil are not a matter of a simple positive or negative correlation, but rather a self-reinforcing feedback transmission mechanism in the short term: a rise in oil prices (Brent at $108–112/b in October 2026 due to tensions in the Middle East) revives inflation expectations (U.S. energy inflation at 16.3%…
Marathon Fusion's claim that it can produce stable gold from mercury-198 through neutron transmutation could structurally alter, albeit over the long term, the gold revaluation thesis advocated by State Street/Miran.
The physics is considered sound: the (n,2n) reaction, triggered by 14.1 MeV neutrons produced by D-T fusion, can generate stable gold-197 through the beta…
Analyse de marché