Skip to content Skip to footer

Blog Classic

HomeBlog Classic
Beautiful view of the Jakarta skyline featuring modern skyscrapers and urban landscape.
Reports
Global Real Estate as an Ocean of Liquidity & the Institutional Shift SFR / BTR
Global real estate represents ~3.3× equities and ~2.8× bonds. It is indeed THE ocean of liquidity. While retail investors focus on listed equities, institutional capital is structurally shifting toward institutionalized rental housing (SFR / BTR). Institutional Shift 1.1 Blackstone UK Build-to-Rent Blackstone (via Leaf Living & Regis) has committed approximately £1.4…
35 minutes ago0Comments
Silhouette of industrial plant smokestacks against a dramatic sunset sky.
Carbon Credit MarketCarbon Credit Market
The Carbon Quality Gap: Why a $100 Billion Market Still Trades Without a Benchmark
The voluntary carbon market is on a well-documented trajectory: roughly $2 billion today, heading toward $100 billion by 2030. CSRD reporting, net-zero commitments, and the rise of tokenized credits are pulling institutional money into a market that was, until recently, a boutique affair of project developers and well-meaning corporates. There is just one problem, and…
5 hours ago0Comments
MarketsMarkets
SpaceX (SPCX). Probable Correction vs. Long-Term Trajectory
SpaceX (SPCX) faces a probable short-term correction of ≥30% (62-78% probability) from current levels (~$141-146), driven by negative convexity, retail unwind, and liquidity spirals, while long-term (3-10 years) appreciation remains significant. The company is transitioning from a launch and constellation firm to a multi-planetary spatial infrastructure, data, and AI platform with increasing returns and…
18 hours ago0Comments
A street scene in Paris with people crossing near La Compagnie Bllu on a warm day.
Legal and tax studies Reports
Le risque systémique de l’arbitrage à “cours connu” (cas Abeille Assurances)
1. Introduction et Diagnostic Structurel La faille des contrats à "cours connu" (notamment le contrat Arbitrage) émis par l'Abeille Vie à la fin des années 1980 représente l'un des cas les plus fascinants de défaillance d'architecture financière face à la commoditisation technologique. À l'origine, la latence de l'information (cotation hebdomadaire des SICAV) agissait comme une…
2 days ago0Comments
Digitalisation Tech
The $16 Trillion Question: Who Measures Tokenization?
The numbers, first. Tokenized real-world assets crossed $30 billion in early 2026, a 300% year-on-year increase : US Treasury debt ($10.7bn), commodities ($5.1bn), private credit ($2.9bn), institutional alternative funds ($2.2bn) leading the mix. Measured against what is coming, $30bn is a rounding error. The 2030 forecasts, by institution: Source2030+ forecastScope noteMcKinsey~$2tnExcludes crypto, stablecoins, deposits,…
2 days ago0Comments