Skip to content Skip to sidebar Skip to footer

Blog Standard

HomeBlog Standard
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…
2 days ago0Comments

Read more

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…
2 days ago0Comments

Read more

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…
2 days ago0Comments

Read more

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…
2 days ago0Comments

Read more

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 physical action (humanoid robotics and logistics), the cost of biological reading/writing (sequencing, synthesis) and their convergence creates the decade's markets: instrumented smart cities, personalized health,…
2 days ago0Comments

Read more