Analyse de marchéThesis. 2025-2026 is the moment when programmable money shifted from experiment to regulated infrastructure. Three layers converge: private stablecoins (GENIUS Act/MiCA), wholesale CBDCs (Agora, mBridge), and a common data grammar (ISO 20022 exclusive since November 2025). The dollar is being "privatized-programmed" abroad while Europe builds regulatory monetary sovereignty: this is the monetary geopolitics of the…
Impact of the Iran conflict and rising energy prices on gold price dynamics and the state of the mining sector. The views of Chris Mancini, co-portfolio manager of the Gabelli Gold Fund (GOLDX), are based on an analysis of current economic conditions and expectations ahead of the release of third-quarter earnings reports.
The conflict…
Marathon Fusion's claim that it can produce stable gold from mercury-198 through neutron transmutation could structurally alter, albeit over the long term, the gold revaluation thesis advocated by State Street/Miran.
The physics is considered sound: the (n,2n) reaction, triggered by 14.1 MeV neutrons produced by D-T fusion, can generate stable gold-197 through the beta…
La combinaison de la rareté des actifs, de la pénurie de logements, de la concentration du capital, de la volatilité des revenus liés à l’IA, des paiements récurrents et des infrastructures numériques produira une économie où les actifs rares conserveront une valeur considérable, tandis que leur propriété restera concentrée et leur accès sera de plus…
Cette étude démontre la faisabilité technique et financière d'un Edge Data Center dans le département 71, avec comme facteur limitant l'accès à un réseau électrique HTA suffisant. Le financement repose sur EcoIDEN, les CEE et le Fonds Chaleur ADEME. La modélisation Monte Carlo prévoit une VAN de 1,2 à 2,8 M€ et un TRI de…
BTC . The last notable closing high occurred above $81.3k, with a close near $86.6k on September 21. Current compression is below $85.2-85.4k.
A bullish moving average stack is present (7-day SMA ~$84.3k, 20-day SMA ~$82.8k, 50-day SMA ~$79k, 200-day SMA ~$71.5k).
The distance from the October 2025 all-time high is approximately -33%. For the…
In Q4 2026, the stablecoin market shows high concentration: USDT (Tether, $183B) is non-compliant with MiCA, USDC (Circle, $72.7B) is compliant, USDS/DAI (Sky, $14.3B) is non-compliant, Ethena USDe ($4.1B) is non-compliant, USDG (Paxos, $3.4B) is compliant, PYUSD (Paxos for PayPal, $2.8B) is in progress, and EURC (Circle, <$1B) is compliant.
Total market cap peaked at…
Title: The tokenized real-world asset market has fundamentally changed. It's no longer a bet on token appreciation: it has become a cash flow engine, rents, interest, coupons distributed automatically via smart contract. Analysis of a paradigm shift. In 2021, tokenization evoked speculative art NFTs. In August 2026, it evokes something else: ~$34.5 billion in tokenized…