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Cryptos
From Gold to BUIDL: How Rents Are Becoming the Center of Gravity of Global Finance
Lead: The tokenization of real-world assets has quadrupled since the start of 2025, reaching approximately $33.5 billion. But the figure isn't the main point, it's the nature of the product that has changed. Gone are speculative tokens; on-chain finance now produces bonds without bondholders, rents without landlords, yield without teller windows. Welcome to the programmable…
1 hour ago0Comments
Bitcoin coin placed over US dollar note symbolizes digital vs traditional currency.
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 over issuers, reserves, and token freezes. Key data shows 90-98% of the stablecoin market is dollar-denominated, with Tether holding ~$141 billion in U.S. Treasury exposure,…
1 day ago0Comments
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 spending. Our cross-analysis shows: ¤ The central risk is not the disappearance of AI demand, but the existence of a correlation of one…
08/23/20260Comments
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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 ties to insurers and pensions. Non-bank direct lending, via vehicles like BDCs, has heavily expanded into both areas, heightening vulnerability. Two Primary AI-Related Risk…
08/22/20260Comments