Blog Band

Bitcoin Holds Crucial Support at $77K While Resistance at $82K Caps Upside Momentum

The market is no longer in capitulation (June–July, Bitcoin below $60–63k) nor in a confirmed breakout. It is in an institutional range regime after an August rally (~+20–25% on BTC…

lntélligence artificielle

Beyond the Controversy: How Schmidt’s 2024 Forecasts on AI Agents and NVIDIA Are Playing Out in 2026

Eric Schmidt’s August 2024 appearance at Stanford was an informal classroom conversation with economist Erik Brynjolfsson in the course “The Age of AI” (ECON295/CS323). Stanford posted the video, it circulated…

RWA & tokenization: maturity through flows Thesis. The tokenized real-world asset market has changed regimes

~30-35 billion USD in AUM by mid-2026 (versus ~8 billion USD in January 2024), representing ~75% year-over-year growth, driven by tokenized treasuries (~15 billion USD, +100%/year), private credit (~10-12 billion…

Stablecoins & CBDC: The Battle for Settlement Rails Stablecoins, facts. Total market capitalization

$314.68B as of 21/06/2026 (382 issuers, DefiLlama), ~$323B at all-time high in May 2026, with remarkable resilience during a crypto bear market of -48%. Concentration: USDT $186.35B (59.22%) and USDC…

Range-to-regime transition / pre-FOMC event risk

Bitcoin remains a reserve asset with a structure showing recovery from $58-62k, rejection under $81-86k, and consolidation around $77k. NUPL is below euphoria, SOPR near 1 (no capitulation or aggressive…

RWA 2026. From NFT Speculation to Income Generating Assets. The Great Transformation of Value

Title: The tokenized real-world asset market has fundamentally changed. It's no longer a bet on token appreciation: it has become a cash flow engine, rents, interest, coupons distributed automatically via…

Produits innovants

The convergence of AI, Robotics, Biotech (MANBRIC), and Smart Cities: the 2026-2035 allocation supercycle

Thesis. Not all technological revolutions are equal as investment themes, they are equal as cost curves. Three curves collapse simultaneously in 2026-2030, the cost of AI inference, the cost of…

BCE Pontes. Launch September 21, 2026. DLT Regulation in Central Bank Currency

In September 2026, three key facts emerge. The ECB launches Pontes on September 21, enabling settlement of DLT transactions in central bank money in Europe. Verified via STEEin : Pontes…

How a Simple Fair Value Model Anchors Crypto Portfolio Sizing: BTC, ETH, and ZEC in Focus

The framework is a two-regime Markov model with observable states, not a calibrated HMM Regime 1 (Liquidity risk-on) is indicated by positive 5-day net $BTC / $ETH ETF flows, declining…