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lntélligence artificielle

The AI Funding Race: How Global Savings Are Powering America’s Tech Boom

The restructuring of the global economy to finance the AI capital shortfall rests on recycling Asian savings, mobilizing new investors, and transforming cash flows into investable assets. First, the AI boom generates liquidity in South Korea and Taiwan, part of which flows into dollar-denominated assets and indirectly supports investment by US hyperscalers. Taiwan’s current…
5 days ago0Comments

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ESG Data ServicesESG Data Services

ESG, green taxonomy, carbon: measurement becomes the market Facts and structure

The European ESG taxonomy (CSRD + Green Taxonomy) is transforming investment flows into constrained flows: a poorly scored asset loses its place in the investable universe. On the carbon front: the voluntary market currently stands at ~$2 billion, with a trajectory toward ~$100 billion by 2030 (market consensus cited on your homepage); commodity tokenization is…
09/28/20260Comments

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Digitalisation

ISO 20022, stablecoins and the GENIUS Act: the global monetary plumbing undergoes a major overhaul

On January 14, 2027, at a precise time, the SWIFT network will begin rejecting any cross-border payment whose postal address is not structured according to the ISO 20022 standard. By that date, according to market data, 65% of global payment messages remained non-compliant, and 44% of banks were behind schedule. Rarely has a technical deadline…
09/28/20260Comments

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Cryptos

The total cryptocurrency market capitalization is approximately $2.88-2.89 trillion

The total cryptocurrency market capitalization is approximately $2.88-2.89 trillion, with Bitcoin dominance at 58.5-58.8% and Ethereum at 11.3-11.4%. The Fear & Greed Index is at 71 (Greed), with a 24-hour volume of around $100 billion. Bitcoin is consolidating below $86-87k after a recent high, with immediate support at $83-84k and a potential liquidation zone near…
09/25/20260Comments

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A collection of various cryptocurrency coins including Bitcoin, Ethereum, and Dogecoin.
Cryptos

Stablecoins & CBDC: the programmable currency war enters its terminal phase

Thesis. 2026 marks the global doctrinal shift. Private-regulated dollar (GENIUS Act), public-regulated euro (ECB), public-interest-bearing yuan (PBOC). Stablecoins become a treasury instrument; CBDCs become a sovereignty instrument. Key Data. Stablecoin market: ~$290–321B (USDT ~$184–190B; USDC ~$73B). MiCA: fully applicable since 30/12/2024, transition period ends 01/07/2026; approximately twenty licensed EMTs (USDC, USDG, EURC, EURCV, EURI,…
09/11/20260Comments

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Analyse de marchéAnalyse de marché

Structural Shifts in Central Bank Demand Are Redefining Gold’s Support Levels

According to Société Générale, the time has come to view gold optimistically again, as they observe a gradual recovery after months of correction. In a recent market assessment, analysts stated the precious metal looks attractive again, despite trimming their gold positions in the first half of the year. Gold recently rebounded to around $2,450 after…
09/04/20260Comments

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lntélligence artificielle

SPV (special purpose vehicle) off-balance-sheet structures are a core financing tool in the AI data-center buildout

They allow hyperscalers to expand capacity rapidly while keeping the bulk of associated debt off their consolidated balance sheets, converting what would be large capital expenditures into multi-year operating leases or offtake commitments. This creates meaningful “shadow” leverage and interconnected risks. How the Structures Typically Work A dedicated vehicle (SPV, joint venture, or variable…
08/22/20260Comments

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lntélligence artificielle

How Circular Financing in AI Creates Hidden Risks Beneath a Boom

Circular financing in the AI sector refers to a tightly interlinked system of equity investments, compute commitments, guarantees, and off-balance-sheet structures among chipmakers, hyperscalers, AI labs, and data-center operators. Money and obligations circulate among a small group of counterparties, accelerating infrastructure buildout while amplifying downside risks if end-user monetization falls short. How It Works.…
08/21/20260Comments

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