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Analyse de marchéAnalyse de marché
Why Gold Is Hitting Record Highs Despite Higher Interest Rates
The structural relationship between gold and US real rates has broken since 2022. Previously, gold moved inversely to real rates; now, gold reaches all-time highs despite elevated real rates (~2.0%). Central banks from emerging markets have structurally increased gold purchases to ~1,000 tonnes/year (2022-2024), up from ~500 tonnes, shifting away from dollar reserves. This creates…
2 hours ago0Comments
A white robot showcasing modern design on a sleek dark surface.
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 quickly, then was set to private after Schmidt asked for its removal. The episode became famous less for its technical content than for two unfiltered…
5 days ago0Comments
Detailed view of gold bitcoin in dark soil symbolizing cryptocurrency mining.
Digitalisation
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 USD), alternative funds (~2-3 billion USD), and commodities (~1.5 billion USD). The determinant is no longer narrative but structural: the product paradigm has shifted from…
5 days ago0Comments
Close-up of golden Bitcoin coins on banknotes with a blurred cryptocurrency graph background.
Digitalisation
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 ~$77B = 83.02% of the market. USDC: +28% outstanding in Q1 2026, on-chain volume +263% to $21,500B. The market processed >$33,000B in on-chain transactions…
5 days ago0Comments
Cryptos
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 distribution), and 69% of supply is in profit—enough for range-top selling but insufficient for a blow-off. Bullish invalidation: weekly close below $72k or 5 days…
5 days ago0Comments
A bitcoin coin partially obscured by puzzle pieces, symbolizing the complexity and mystery of cryptocurrency.
Digitalisation
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 smart contract. Analysis of a paradigm shift. In 2021, tokenization evoked speculative art NFTs. In August 2026, it evokes something else: ~$34.5 billion in tokenized…
09/13/20260Comments