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Tag: China

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.

lntélligence artificielle

The AI Funding Race: How Global Savings Are Powering America’s Tech Boom

The restructuring of the global economy to finance the AI capital shortfall rests on recycling Asian savings, mobilizing new investors, and transforming cash flows into investable assets. First, the AI boom generates liquidity in South Korea and Taiwan, part of which flows into dollar-denominated assets and indirectly supports investment by US hyperscalers. Taiwan’s current…

2 days ago0Comments

ByOleg Turceac

Contemporary urban architecture with modern buildings under a clear blue sky.

Legal and tax studies

Immobilier à l’horizon 2036, la transparence fiscale va rebattre les cartes de l’investissement

Le Pilier 2 de l’OCDE instaure un taux minimum mondial d’imposition de 15 % pour les groupes multinationaux, transposé en France par la Loi de finances 2026 conformément à la directive (UE) 2022/2523. Le traitement des véhicules d’investissement immobilier, notamment les REITs et les foncières, fait l’objet de discussions spécifiques, tandis que des simplifications sont…

3 days ago0Comments

ByOleg Turceac

Elegant row of urban apartment buildings under a warm sunset sky.

Urbanisation

Rent gap, le signal clé pour anticiper la future rentification immobilière

Le "rent gap" (Smith, 1979) désigne l’écart entre la rente foncière capitalisée, correspondant au rendement économique actuel d’un site, et la rente potentielle, réalisable après réaménagement ou repositionnement. Central dans l’analyse de Christophers sur Blackstone, ce concept constitue un indicateur d’arbitrage pour ScoreGex.com : un écart important signale une pression à la rentification future. …

3 days ago0Comments

ByOleg Turceac

Urbanisation

ScoreGex, plateforme algorithmique d’évaluation immobilière quantitative

ScoreGex.com est une plateforme algorithmique d'évaluation immobilière quantitative, déployée initialement sur le Pays de Gex (8 communes, Ain, France), à destination des frontaliers travaillant à Genève et des institutions financières (banques, fonds d'investissement, assureurs). Elle constitue la première AVM (Automated Valuation Model) multi-modale à intégrer explicitement la dimension frontalière Suisse-France dans son moteur de pricing.…

10/11/20260Comments

ByOleg Turceac

Unrecognizable male holding Russian bills while standing on blossom field during trip on countryside on daytime

Digitalisation

From speculative money to money that yields: the great RWA transformation of 2026-2035

No more "speculative NFTs": tokenized assets are becoming income generating instruments , rents, interest, coupons distributed via smart contracts. Analysis of a paradigm shift that brings RWA closer to private credit and fixed income. Tokenization was first framed as a story of appreciation: buy a token, wait for it to rise. The story of…

09/30/20260Comments

ByOleg Turceac

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

ByOleg Turceac

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

ESG 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

ByOleg Turceac

Cryptos

The Tokenized Rent Economy: How Blockchain Transforms Assets into Flows

For two decades, digital finance sold a promise of appreciation: buy an asset today to resell it for more tomorrow. In 2026, a quieter but structural transformation is underway: the value of an asset is no longer defined by its expected future price, but by the cash flow it generates and distributes automatically. The…

09/27/20260Comments

ByOleg Turceac

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

ByOleg Turceac

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

Tag: China

Immobilier à l’horizon 2036, la transparence fiscale va rebattre les cartes de l’investissement

Rent gap, le signal clé pour anticiper la future rentification immobilière

From speculative money to money that yields: the great RWA transformation of 2026-2035

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

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

The Tokenized Rent Economy: How Blockchain Transforms Assets into Flows

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

ESG, green taxonomy, carbon: measurement becomes the market

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