Size and dynamics. The on-chain value of tokenized real-world assets (excluding stablecoins) reached $33.5 billion in July 2026 according to rwa.xyz (reference dashboard), approximately 4x the level at the start of 2025; Chainalysis reports ~$31 billion (+400%), Canton ~$36 billion?, the discrepancy is methodological, not contradictory. In "represented" value (underlying assets referenced), rwa.xyz reports ~$218–369…
Cette étude démontre la faisabilité technique et financière d'un Edge Data Center dans le département 71, avec comme facteur limitant l'accès à un réseau électrique HTA suffisant. Le financement repose sur EcoIDEN, les CEE et le Fonds Chaleur ADEME. La modélisation Monte Carlo prévoit une VAN de 1,2 à 2,8 M€ et un TRI de…
BTC . The last notable closing high occurred above $81.3k, with a close near $86.6k on September 21. Current compression is below $85.2-85.4k.
A bullish moving average stack is present (7-day SMA ~$84.3k, 20-day SMA ~$82.8k, 50-day SMA ~$79k, 200-day SMA ~$71.5k).
The distance from the October 2025 all-time high is approximately -33%. For the…
The Federal Reserve's decision to raise interest rates by another 25 basis points has drawn market attention, with 10-year Treasury yields exceeding 5%.
However, Laurent Morel believe investors are overemphasizing the Fed's actions. While central banks can influence demand through borrowing costs, they cannot address physical supply constraints, no rate hike can produce an extra…
Facts. Humanoid robotics: $8.7B in VC from January to July 2026; market estimated at ~$4.2B in 2026 → ~$40.5B in 2033 (CAGR 38.2%); Goldman Sachs: $38B in 2035 (bull case $152B)[30]; Morgan Stanley: 930 million units in 2050 (China 302.3M, US 77.7M), unit price dropping from $200k (2024) to ~$50k (2050).
Industrialization signals: Unitree…
Three macro variables dominate the pricing of five crypto assets today. The August CPI, released on September 11, is the last inflation print before the FOMC. A "hot" print raises perceived r* and compresses crypto duration, while a disinflationary print reopens the hold scenario.
The FOMC meeting on September 15-16 has hike probabilities of…
AI will lead to mass dumbing down of society. This is one of the most underestimated risks of AI transformation. The process of societal dumbing down was already rapid before LLMs, but now it could accelerate exponentially. Not progress, but degradation of society will speed up. This involves the gradual destruction of the very mechanism…
Thesis. While the market watches tokens, the largest financial data upgrade in history is concluding: after the end of the MT/MX coexistence period (November 22, 2025 — 97% of cross-border payments now in ISO 20022), 2027 mandates structured/hybrid addresses on SWIFT CBPR+ (SEPA on the 15th), with 65% of messages still non-compliant and 44% of…
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