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Tag: BlackRock’s BUIDL

HomeAll PostsTag: BlackRock’s BUIDL

STEELLDYThrough Steelldy consulting company, I assist companies, fintechs, and institutions in two key areas: ◙ Economic and financial statistical modeling via our DaaS & SaaS software (macroeconomic index platform). Analysis of the transition to a multipolar world: stablecoins, gold, copper, precious metals, industrial metals, oil, dollars, euros, yuan, yen, rubles, CBDC, BISIH, mBridge, Unified Ledger, BRICS, and global regulations. ◙ Web3 Law & Taxation Legal and Tax structuring of blockchain-based projects, RWA, tokenization, cryptocurrency (stablecoins, CBDC), decentralized autonomous organizations (DAO), MiCA compliance, ISO 20022, AI, MANBRIC/biotech technologies, robotics, smart cities, and ESG taxonomy.

Colorful data visualization of stock market trends with financial charts.

ESG 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 side: the voluntary market is currently ~$2 billion, with a trajectory toward ~$100 billion by 2030 (market consensus referenced on your homepage); tokenization…

09/20/20260Comments

ByOleg Turceac

Elegant display of Bitcoin, Ethereum, and Cardano coins on a neutral background.

Digitalisation

RWA & Tokenization: Measuring an Inflection Point

The tokenized RWA market totals ~$30-35B in AUM (rwa.xyz: ~$34.5B, ~2x year-over-year). Breakdown: Tokenized US Treasuries & money market funds ~$13.4-15.2B (76 products, ~58,700 holders; top names BUIDL ~$2.4-3.1B, USYC $2.9B, USDY ~$2.1B, BENJI $2.05B); private credit $8-18.9B depending on scope, $33.7B in cumulative originations; commodities (mostly gold) ~$5.5B with XAUT+PAXG >96% of the segment…

09/19/20260Comments

ByOleg Turceac

Cryptos

How a Simple Fair Value Model Anchors Crypto Portfolio Sizing: BTC, ETH, and ZEC in Focus

The framework is a two-regime Markov model with observable states, not a calibrated HMM Regime 1 (Liquidity risk-on) is indicated by positive 5-day net $BTC / $ETH ETF flows, declining $DXY, funding below 0.03% per 8 hours, and BTC above 77.1k then 81.3k. It implies overweighting ETH/ $SOL relative to BTC, with only reduced $ZEC…

09/12/20260Comments

ByOleg Turceac

Analyse de marché

Gold prices may be testing the U.S. Federal Reserve’s bluff, according to Peter Reagan

In a recent TradingView article, the question was raised whether gold could surpass $4,500 if U.S. employment data lowers expectations for a Fed rate hike in September. Perhaps the better question is why gold has become so sensitive to every hint, whisper, and eyebrow movement from the Federal Open Market Committee. Gold traded around $4,477…

09/11/20260Comments

ByOleg Turceac

Bitcoin coin resting on a dollar bill with a stock market chart on a screen behind, symbolizing cryptocurrency investment.

Cryptos

Crypto Market Shows Mixed Signals as Bitcoin Holds Below $80K Ahead of CPI and FOMC

As of September 11, 2026, the crypto market presents a mixed macro regime. Bitcoin trades near $77,200–77,400, showing a -4.7% weekly decline as it digests levels below $80,000–82,000. ETF outflows have been observed for three days. Ethereum is around $2,470–2,480 with slight daily stability but a weekly -2%, while XRP at $1.35 drops -6.6% weekly…

09/11/20260Comments

ByOleg Turceac

Minimalist image of Bitcoin, Ethereum, and Litecoin coins on a baby blue background.

Cryptos

The Income Paradigm: How Tokenized RWAs Are Becoming the New Private Credit

Digital finance is shifting gears. For ten years, the value of a digital asset rested on a promise of appreciation. Since 2024, a new paradigm has taken hold: the value of a tokenized asset is read in its cash flows, rent, interest, coupons—generated by the underlying asset and automatically distributed by smart contracts. RWAs are…

09/07/20260Comments

ByOleg Turceac

An elegant setup with a notebook, pen, and gold bar, embodying luxury and style.

Analyse de marché

Rising Demand for Direct Ownership of Physical Gold

The Financial Times reports a marked shift among wealthy investors toward direct ownership of physical gold and secure, individually allocated storage. In 2026, purchases by this group have surged to record levels, signaling a retreat from electronic exposure in favor of tangible assets. Industry observers highlight capacity constraints across premier vault facilities. London dealer Sharps…

From Speculative Tokens to Yield Instruments: The Revenue-Structure Paradigm in Tokenized Assets (2026–2035)

The defining shift in digital assets this decade is not a price level. It is a change in structure: from instruments whose value rests on uncertain future appreciation to instruments whose value is delivered through continuous, automated cash flows, rent, interest, coupons, distributed by code. The RWA market has quietly completed this migration in 2026,…

09/02/20260Comments

ByOleg Turceac

Cryptos

Bitcoin ETFs Absorb $900M Inflows as Yields Jump, Testing the August Risk-On Regime

The macro regime as of September 2, 2026, shows a strong U.S. dollar (DXY at ~99.73-99.80) and rising 10-year U.S. Treasury yields (4.78-4.81%), pressuring risk assets. An oil supply shock (Brent ~$95.3, WTI ($4,290-4,325/oz) is declining due to real yields and dollar strength. A Hidden Markov Model (HMM) identifies the current regime as "Transition"…

09/02/20260Comments

ByOleg Turceac

Detailed close-up shot of US dollar bills showing various denominations.

Analyse de marché

Macro environment: duration, dollar, oil, politics

The dominant factor in September is not an endogenous crypto narrative but a regime of real rates and geopolitical energy premiums. US 10-year yields hit ~4.76-4.78%, the highest since January 2025, while the #DXY traded around 99.45-99.50. Oil prices (WTI ~$86.5) reacted to US-Iran tensions and the Strait of Hormuz. The Fed funds target is…

09/01/20260Comments

ByOleg Turceac

Tag: BlackRock’s BUIDL

ESG, green taxonomy, carbon: measurement becomes the market

RWA & Tokenization: Measuring an Inflection Point

How a Simple Fair Value Model Anchors Crypto Portfolio Sizing: BTC, ETH, and ZEC in Focus

Gold prices may be testing the U.S. Federal Reserve’s bluff, according to Peter Reagan

Crypto Market Shows Mixed Signals as Bitcoin Holds Below $80K Ahead of CPI and FOMC

The Income Paradigm: How Tokenized RWAs Are Becoming the New Private Credit

Rising Demand for Direct Ownership of Physical Gold

From Speculative Tokens to Yield Instruments: The Revenue-Structure Paradigm in Tokenized Assets (2026–2035)

Bitcoin ETFs Absorb $900M Inflows as Yields Jump, Testing the August Risk-On Regime

Macro environment: duration, dollar, oil, politics

Editor's Choice

Webus International, société chinoise, lance un fonds de gestion de trésorerie d’entreprise de 300 millions de dollars en XRP