AI capex has become an infrastructure cycle of utility-like scale , comparable to railroads or the electrical grid , with a readable value chain: semiconductors (the cluster of megacaps that…
Thesis ESG enters its accounting phase: the European taxonomy, CSRD and carbon markets are transforming extra,financial data into quantifiable data , and therefore into allocation signals. Smart cities represent the…
The European ESG taxonomy (CSRD + Green Taxonomy) is transforming investment flows into constrained flows: a poorly scored asset loses its place in the investable universe. On the carbon front:…
On January 14, 2027, at a precise time, the SWIFT network will begin rejecting any cross-border payment whose postal address is not structured according to the ISO 20022 standard. By…
For two decades, digital finance sold a promise of appreciation: buy an asset today to resell it for more tomorrow. In 2026, a quieter but structural transformation is underway: the…
Facts and structure. The European ESG taxonomy (CSRD + green taxonomy) transforms investment flows into constrained flows: a poorly scored asset loses investable universe. On the carbon side: voluntary market…
Bitcoin (BTC) as a regime anchor and market collateral. Work price ~$84.2k. Rebound from June lows (~$58k according to positioning notes); cycle ATH October 2025 often cited near $125k, the…
The position is a long ETH-USD perpetual swap: 41,230 ETH at 10x cross leverage, entry price $2,693.92, mark $2,641.50, break-even $2,698.88. Notional is $108.91 million, with unrealized PnL of -$2.16…
The total cryptocurrency market capitalization is approximately $2.88-2.89 trillion, with Bitcoin dominance at 58.5-58.8% and Ethereum at 11.3-11.4%. The Fear & Greed Index is at 71 (Greed), with a 24-hour…