The dominant factor in September is not an endogenous crypto narrative but a regime of real rates and geopolitical energy…
The market has exited the capitulation phase of June 2026, where BTC fell below $60k, driven by ETF creations and…
Bitcoin surged to $76,800-$77,600, gaining 6-8% in 24 hours and 20% for the week. The market saw over $4 billion…
Price is the last indicator to move The stablecoin market has reached a new milestone: over $315 billion in total…
The stablecoin market has crossed a symbolic threshold: a market capitalization of over $315 billion. What was, five years ago,…
The base case, from the IEA. Global data centres consumed about 415 TWh in 2024, 1.5% of world electricity, roughly…
The numbers, first. Tokenized real-world assets crossed $30 billion in early 2026, a 300% year-on-year increase : US Treasury debt…
According to the methodology of Dixit and Pindyck (1994), gold contains an implicit call option on the collapse of the…
RWA Treasuries (Sharpe 1.0-1.3 | Volatility 2-3%). Asset representing the tokenization of U.S. Treasury bills (e.g., BUIDL, OUSG). The high…
On July 27-28, 2026, The Information and then Reuters confirmed the start of volume production of domestic Chinese deep ultraviolet…