Three macro variables dominate the pricing of five crypto assets today. The August CPI, released on September 11, is the…
Thesis. 2026 marks the global doctrinal shift. Private-regulated dollar (GENIUS Act), public-regulated euro (ECB), public-interest-bearing yuan (PBOC). Stablecoins become a…
AI will lead to mass dumbing down of society. This is one of the most underestimated risks of AI transformation.…
Thesis. While the market watches tokens, the largest financial data upgrade in history is concluding: after the end of the…
According to Société Générale, the time has come to view gold optimistically again, as they observe a gradual recovery after…
Les trois banques russes Gazprombank, Alef Bank et Interprombank (Алеф-Банк, АКБ «ИНТЕРПРОМБАНК» и Газпромбанк) n’ont pas "volé" le milliard moldave,…
1.1 Bitcoin. Core Collateral, Not an Alt Price sits below the self-custody cost basis shelf (~$80.8k) and under the Glassnode…
Private credit funds face significant 2026 risks from two AI-related channels: disruption to software borrowers and demand shortfalls in AI…
EXECUTIVE SUMMARY. QUANTITATIVE FINANCE Contagion in AI financing cannot be understood through valuation levels or even growth rates. It is…
X Money, operated by X Payments LLC, is not a bank but a licensed money transmitter. It partners with Cross…