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Stunning aerial view of Jakarta's unique architecture with high-rise buildings and lush surroundings.
Urbanisation

Why Traditional Property Valuations Fail in the Age of Tokenized Real Estate

Traditional real estate valuation methods, including hedonic OLS regression and aggregated spatial medians, suffer from structural methodological weaknesses when applied to tokenized real-world assets (RWA) and Yield Trusts. Under Shapiro-Varian's Information Rules theory, reproducible raw transaction data available at zero marginal cost, such as France's DVF database, converges toward zero market value. Moreover, raw DVF…
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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…
3 days ago0Comments

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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…
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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. …
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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

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Elegant architectural facade of Banque de France in Avignon against clear blue sky.
En chiffresEn chiffres

Spread Soars Beyond Historical Records, Signaling Imminent French Bond Market Collapse

The French debt crisis is escalating, raising increasing concerns about the nation's sovereign debt. On Monday, it was reported that Shinji Kunibe, a bond portfolio manager at Japan's Sumitomo Mitsui DS Asset Management, decided to fully sell his holdings of French debt securities. Kunibe explained his decision by noting that while French bonds had offered…
10/09/20260Comments

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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

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Cryptos

Why a $108.9M long ETH 10× on Hyperliquid? Reconstruction, microstructure, revealed intention

The position is a long ETH-USD perpetual swap: 41,230 ETH at 10x cross leverage, entry price $2,693.92, mark $2,641.50, break-even $2,698.88. Notional is $108.91 million, with unrealized PnL of -$2.16 million and cumulative funding of -$137,658. Liquidation price is $2,514.72, implying 4.80% from mark and 6.65% from entry. Implicit equity is $8.81 million (the $7.35…
09/25/20260Comments

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