~30-35 billion USD in AUM by mid-2026 (versus ~8 billion USD in January 2024), representing ~75% year-over-year growth, driven by…
$314.68B as of 21/06/2026 (382 issuers, DefiLlama), ~$323B at all-time high in May 2026, with remarkable resilience during a crypto…
Title: The tokenized real-world asset market has fundamentally changed. It's no longer a bet on token appreciation: it has become…
In September 2026, three key facts emerge. The ECB launches Pontes on September 21, enabling settlement of DLT transactions in…
Two invisible infrastructures converge in 2026: MiCA's licensed perimeter for crypto-assets, and the ISO 20022 migration of payment messaging. One…
Thesis. The 2026 AI cycle shifts from conversational models to "digital workers" (agents) and physical AI (robots, driving, inspection); value…
Blockchains, consolidation toward regulated infrastructure. The event of 2026 is not a new L1 but the migration of value toward…
Thesis. Tokenization of real-world assets has fundamentally changed by 2026: it is no longer a speculative resale market but a…
X Money, operated by X Payments LLC, is not a bank but a licensed money transmitter. It partners with Cross…
Every structural bull market in financial history has followed the same sequence: first the asset, then the liquidity, then the…