$314.68B as of 21/06/2026 (382 issuers, DefiLlama), ~$323B at all-time high in May 2026, with remarkable resilience during a crypto…
The RWA market has entered an industrialization phase; the discriminating factor for allocation is no longer TVL but the structural…
As of September 11, 2026, the crypto market presents a mixed macro regime. Bitcoin trades near $77,200–77,400, showing a -4.7%…
Thesis. Two "invisible" projects converge in 2026: the completion of the licensed perimeter under MiCA (crypto) and the ISO 20022…
Thesis. Raw materials are regaining a core portfolio role (hedging a multipolar world and AI electrification), while European ESG shifts…
Gold was indeed a high-Sharpe asset during certain windows from 2025 to early 2026, and long-term bonds did under perform.…
Oil prices surged sharply after the US announced new strikes on southern Iran. Brent crude exceeded $92 per barrel, while…
Lead: The tokenization of real-world assets has quadrupled since the start of 2025, reaching approximately $33.5 billion. But the figure…
Bitcoin rallied 6% in the week of August 19, triggered by a yields at their highest since 2007, seen as…
Circular financing in the AI sector refers to a tightly interlinked system of equity investments, compute commitments, guarantees, and off-balance-sheet…