The market is no longer in capitulation (June–July, Bitcoin below $60–63k) nor in a confirmed breakout. It is in an…
Eric Schmidt’s August 2024 appearance at Stanford was an informal classroom conversation with economist Erik Brynjolfsson in the course “The…
~30-35 billion USD in AUM by mid-2026 (versus ~8 billion USD in January 2024), representing ~75% year-over-year growth, driven by…
$314.68B as of 21/06/2026 (382 issuers, DefiLlama), ~$323B at all-time high in May 2026, with remarkable resilience during a crypto…
Bitcoin remains a reserve asset with a structure showing recovery from $58-62k, rejection under $81-86k, and consolidation around $77k. NUPL…
Title: The tokenized real-world asset market has fundamentally changed. It's no longer a bet on token appreciation: it has become…
Thesis. Not all technological revolutions are equal as investment themes, they are equal as cost curves. Three curves collapse simultaneously…
In September 2026, three key facts emerge. The ECB launches Pontes on September 21, enabling settlement of DLT transactions in…
The framework is a two-regime Markov model with observable states, not a calibrated HMM Regime 1 (Liquidity risk-on) is indicated…
Two dates, just months apart, capture the essence of what 2026 means for the global monetary architecture. On July 1,…