Thesis By 2026, European regulation has ceased to be background noise and become a measurable allocation variable: it redistributes market shares (MiCA), redefines reporting perimeters (Omnibus CSRD), and creates dated operational obligations (AI Act). The compliance alpha outperformance of compliant players is now observable. Key data
MiCA: end of transitional period on 1…
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Programmable money: stablecoins, CBDC, ISO 20022 and the consolidation of settlement blockchains
Thesis 2025/2026 marks the moment when the global "monetary plumbing" shifted: stablecoins became regulated instruments (GENIUS Act,…
Choix de l’éditeurArticles en vedette
From speculation to rent: how RWAs rewrite the contract between capital and return
Cap: For a decade, the value of a digital asset hinged on…
MiCA, ISO 20022, digital euro: Europe finishes the plumbing of programmable finance and the market looks elsewhere
Headline: While the spotlight remains fixed on the price of bitcoin, three…
ESG Data ServicesESG Taxonomy & sustainable finance: European simplification creates a data market
Thesis The European Omnibus package has simplified the taxonomy without diluting it:…
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