Skip to content Skip to sidebar Skip to footer

Tag: BlackRock’s BUIDL

HomeAll PostsTag: BlackRock’s BUIDL
A dynamic capture of Jakarta's skyline at night with vibrant neon light streaks and city lights.
Urbanisation

AI, MANBRIC/Biotech, Robotics & Smart Cities: the physical capex supercycle

The "AI bubble" debate is secondary; what is observable is the largest private investment cycle in modern history, whose spillover effects ripple across energy, industrial real estate, semiconductors, robotics, and cities. The supercycle figures. The five major hyperscalers (Microsoft, Alphabet, Amazon, Meta, Oracle) will commit $660-725 billion in capex by 2026, nearly double that of…
2 days ago0Comments

Read more

A striking low-angle shot of a modern spiral designed building showcasing urban architectural innovation.
Cryptos

Stablecoins, CBDCs & ISO 20022: The new monetary architecture is taking shape in 2026-2027

2026-2027 is the window in which the digital currency architecture will lock in for a decade. Three rails will coexist — regulated private stablecoins, CBDC (especially wholesale), ISO 20022 banking rails, and value will concentrate in the interoperability and proof layer (reserves, compliance, settlement quality). Stablecoins: from experimentation to regulated instrument. Market cap…
4 days ago0Comments

Read more

Detailed black and white shot of a futuristic metallic robot arm, showcasing advanced technology.
lntélligence artificielle

AI, semiconductors, robotics & biotech: the most capital-intensive investment cycle in history

AI capex has become an infrastructure cycle of utility-like scale , comparable to railroads or the electrical grid , with a readable value chain: semiconductors (the cluster of megacaps that the market now groups under acronyms like "MANBRIC": Microsoft, Apple, Nvidia, Broadcom, and others), data centers, energy, and now physical robotics. Biotech remains the pocket…
09/28/20260Comments

Read more

A stunning aerial view of a vibrant cityscape at night, showcasing modern skyscrapers illuminated against the night sky.
ESG Data ServicesESG Data Services

Smart cities, ESG taxonomy & carbon markets: extra-financial data is becoming measurable, therefore investable

Thesis ESG enters its accounting phase: the European taxonomy, CSRD and carbon markets are transforming extra,financial data into quantifiable data , and therefore into allocation signals. Smart cities represent the physical application ground: sensor-driven buildings, mobility, energy and water, whose flows (and savings) become financeable assets. Facts. Voluntary carbon market: ~$2 billion today, commonly…
09/28/20260Comments

Read more

Vertical view of modern skyscrapers in Warsaw with glass facades reflecting the sky.
Urbanisation

L’analyse financière pour la structuration d’investissements en Smart Cities identifie trois instruments clés

L'analyse financière pour la structuration d'investissements en Smart Cities identifie trois instruments clés. |a| L'iShares Smart City Infrastructure UCITS ETF de BlackRock affiche une performance de 57,35 % sur 5 ans avec une volatilité de 14,48 % et un TER de 0,40 %. |b| Le Fonds infrastructure smart city de Vanguard et |c| Blackstone Infrastructure…
09/25/20260Comments

Read more

Detailed view of fiber optic patch cables connecting to a blue patch panel in a data center.
Cryptos Uncategorized

MiCA, ISO 20022, and the XRP Ledger: The Unseen Blueprint of a New Financial Order

The convergence that no one predicted, except upon closer inspection This is where history meets programmable finance. MiCA, fully applicable since July 1, 2026, after the end of the transitional period, licenses the European crypto perimeter. ISO 20022 standardizes the grammar of global payments. And certain blockchain networks, the XRP Ledger foremost, whose ODL corridors…
09/22/20260Comments

Read more