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Digitalisation

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Digitalisation

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…
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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…
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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…
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Dynamic urban scene showcasing interconnected light trails representing digital communication networks.
Digitalisation lntélligence artificielle

Agentic AI, robotics, biotech (MANBRIC) & smart cities: capital shifts from software to physical.

Thesis. The 2026 AI cycle shifts from conversational models to "digital workers" (agents) and physical AI (robots, driving, inspection); value migrates from the model layer to operational integration and automated real assets, converging directly with smart cities and tokenizable infrastructure. Key Data. ~71% of companies are expected to integrate AI agents into key functions…
09/09/20260Comments

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Dynamic night view of Taipei cityscape featuring light trails and the iconic Taipei 101.
Digitalisation

Blockchains, DAOs & smart cities: governance becomes infrastructure

Blockchains, consolidation toward regulated infrastructure. The event of 2026 is not a new L1 but the migration of value toward layers serving regulated assets: on-chain registered transfer agents (Securitize, first registered digital agent on the NYSE tokenized securities platform¹⁴), neutral token standards (ERC-7943⁸), banking rails (BNY Mellon custodizing stablecoin reserves and tokenized treasuries¹⁴), and central…
09/03/20260Comments

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