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STEELLDYThrough Steelldy consulting company, I assist companies, fintechs, and institutions in two key areas: ◙ Economic and financial statistical modeling via our DaaS & SaaS software (macroeconomic index platform). Analysis of the transition to a multipolar world: stablecoins, gold, copper, precious metals, industrial metals, oil, dollars, euros, yuan, yen, rubles, CBDC, BISIH, mBridge, Unified Ledger, BRICS, and global regulations. ◙ Web3 Law & Taxation Legal and Tax structuring of blockchain-based projects, RWA, tokenization, cryptocurrency (stablecoins, CBDC), decentralized autonomous organizations (DAO), MiCA compliance, ISO 20022, AI, MANBRIC/biotech technologies, robotics, smart cities, and ESG taxonomy.

Sep 2026

Cryptos

November 14, 2026: the date treasurers around the world cannot afford to miss

Lead: In less than three months, SWIFT will reject any cross-border payment whose postal address is not structured. 65% of global messages are not ready. Behind this technical constraint lies…

Sep 2026

Cryptos

Market Status and Risk Architecture Bitcoin, Ethereum, XRP, Solana

Bitcoin functions as a systemic anchor and market factor. Its circulating supply stands at approximately 19.95–20.08 million BTC. US spot ETFs hold aggregate assets of around 1.3 million BTC, representing…

Sep 2026

Analyse de marché

Macro environment: duration, dollar, oil, politics

The dominant factor in September is not an endogenous crypto narrative but a regime of real rates and geopolitical energy premiums. US 10-year yields hit ~4.76-4.78%, the highest since January…

Aug 2026

Cryptos

Dollar-backed stablecoins, neo-mercantilist regime, and energy constraints. Implications for digital assets and investment strategies

Dollar-backed stablecoins have become a dual-use instrument of U.S. economic power, extending the dollar's reach into markets where correspondent banking is weak or blocked while giving Washington new control points…

Aug 2026

Cryptos

Crypto Markets Show Recovery Signs But Face Three Key Frictions Ahead

The market has exited the capitulation phase of June 2026, where BTC fell below $60k, driven by ETF creations and short squeezes pushing prices to ~$81.3k, though this does not…

Aug 2026

Cryptos

Crypto Quartet Risk Map: How BTC, ETH, XRP, and SOL React to a Hawkish Fed Shift

1.1 Bitcoin. Core Collateral, Not an Alt Price sits below the self-custody cost basis shelf (~$80.8k) and under the Glassnode band ($81–86k), where negative gamma dealers appear around $82.3k, short…

Aug 2026

Cryptos

From Bonds to Bitcoin: “Debasement Trade” Powers Crypto Surge Amid $40T U.S. Debt

Bitcoin rallied 6% in the week of August 19, triggered by a yields at their highest since 2007, seen as a fiscal easing signal. CoinShares' James Butterfill noted the rally…

Aug 2026

lntélligence artificielle

Crypto’s Fragile Rally at $77K. The High-Stakes Link Between AI Systemic Risk and Token Speculation

Contagion in AI financing cannot be understood through valuation levels or even growth rates. It must be understood through the dependency structure of counterparties and the second derivative of infrastructure…

Aug 2026

lntélligence artificielle

Private credit funds face elevated risks in 2026 from two distinct but overlapping AI-related channels

Private credit funds face significant 2026 risks from two AI-related channels: disruption to software borrowers and demand shortfalls in AI infrastructure. These are compounded by liquidity mismatches, sector concentration, and…

Aug 2026

lntélligence artificielle

SPV (special purpose vehicle) off-balance-sheet structures are a core financing tool in the AI data-center buildout

They allow hyperscalers to expand capacity rapidly while keeping the bulk of associated debt off their consolidated balance sheets, converting what would be large capital expenditures into multi-year operating leases…

Blog Band

November 14, 2026: the date treasurers around the world cannot afford to miss

Market Status and Risk Architecture Bitcoin, Ethereum, XRP, Solana

Macro environment: duration, dollar, oil, politics

Dollar-backed stablecoins, neo-mercantilist regime, and energy constraints. Implications for digital assets and investment strategies

Crypto Markets Show Recovery Signs But Face Three Key Frictions Ahead

Crypto Quartet Risk Map: How BTC, ETH, XRP, and SOL React to a Hawkish Fed Shift

From Bonds to Bitcoin: “Debasement Trade” Powers Crypto Surge Amid $40T U.S. Debt

Crypto’s Fragile Rally at $77K. The High-Stakes Link Between AI Systemic Risk and Token Speculation

Private credit funds face elevated risks in 2026 from two distinct but overlapping AI-related channels

SPV (special purpose vehicle) off-balance-sheet structures are a core financing tool in the AI data-center buildout

Editor's Choice

Webus International, société chinoise, lance un fonds de gestion de trésorerie d’entreprise de 300 millions de dollars en XRP