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Tag: Dune Analytics

Stock market and financial analysis setup with calculator, graphs, and gold coins.

Why Gold Is Hitting Record Highs Despite Higher Interest Rates

The structural relationship between gold and US real rates has broken since 2022. Previously, gold moved inversely to real rates; now, gold reaches all-time highs despite elevated real rates (~2.0%). Central banks from emerging markets have structurally increased gold purchases to ~1,000 tonnes/year (2022-2024), up from ~500 tonnes, shifting away from dollar reserves. This creates…

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The convergence of AI, Robotics, Biotech (MANBRIC), and Smart Cities: the 2026-2035 allocation supercycle

Thesis. Not all technological revolutions are equal as investment themes, they are equal as cost curves. Three curves collapse simultaneously in 2026-2030, the cost of AI inference, the cost of physical action (humanoid robotics and logistics), the cost of biological reading/writing (sequencing, synthesis) and their convergence creates the decade's markets: instrumented smart cities, personalized health,…

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Les RWA tokenisés prévoient une croissance de 200 % en 2025 sous l’impulsion de BlackRock

  En 2024, les actifs dématérialisés ont connu une augmentation presque triplée, atteignant une valeur de 7,9 milliards de dollars. Un grand nombre de RWA se basent sur les obligations d'État et servent de garantie pour les protocoles DeFi ou les stablecoins. Les RWA ont commencé à se développer de plus en plus après que…

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