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STEELLDYL'actualité des cryptomonnaies, les Blockchains, la DeFi, Web3, Aladdin,Tokenized treasuries, Identity on-chainles, Technologies Hadoop and Kubernetes, énergies renouvelables, la décarbonisation, l'économie verte, la finance verte, la digitalisation, hydroélectricité, éolien, biogaz, énergies marines, géothermie, photovoltaïque, smart cities, smart homes, smart grids, climat, BTC, ETH, XRP, $IDNA Ishares genomics immunology, ETF called iShares Genomics, $ARKG ARK genomic revolution, DNA Protocol

Cryptos

Structural decoupling dynamics between Bitcoin and NASDAQ. Short Squeeze opportunity on low Floats

The macroeconomic context of April 2026 is marked by persistent monetary uncertainty, with the 10-year US rate at 4.38% weighing on tech and crypto valuations. A strong dollar (DXY at 104.2) is draining liquidity from emerging and risky markets. The VIX, at 28.4 (+12%), signals a high but manageable risk premium. On the geopolitical front,…

avril 30, 20260Comments

ByOleg Turceac

Economie

The China Dimension : The Great treasury Unwind (2013-2026)

Historical Context: The Great Treasury Unwind China's US Treasury holdings have undergone 'systematic liquidation' over 12+ years: PeriodHoldings ($B)Δ vs PeakDriversMarket ImpactNov 2013 (Peak)$1,320—Accumulation phase: China recycles trade surplus into TreasuriesNone (buying)2014-2016$1,250-5.3%First diversification: Silk Road infrastructure, A-shares supportMinimal2017-2019$1,120-15.2%Trade War I: Trump tariffs, retaliation via Treasury sales10Y yield +50bp2020-2022$980-25.8%COVID, SWIFT weaponization fears (Russia precedent)Offset by…

février 13, 20260Comments

ByOleg Turceac