ECB

From Bonds to Bitcoin: “Debasement Trade” Powers Crypto Surge Amid $40T U.S. Debt

Bitcoin rallied 6% in the week of August 19, triggered by a yields at their highest since 2007, seen as…

1 month ago

Private credit funds face elevated risks in 2026 from two distinct but overlapping AI-related channels

Private credit funds face significant 2026 risks from two AI-related channels: disruption to software borrowers and demand shortfalls in AI…

2 months ago

SPV (special purpose vehicle) off-balance-sheet structures are a core financing tool in the AI data-center buildout

They allow hyperscalers to expand capacity rapidly while keeping the bulk of associated debt off their consolidated balance sheets, converting…

2 months ago

How Circular Financing in AI Creates Hidden Risks Beneath a Boom

Circular financing in the AI sector refers to a tightly interlinked system of equity investments, compute commitments, guarantees, and off-balance-sheet…

2 months ago

Crypto Short Squeeze

Bitcoin surged to $76,800-$77,600, gaining 6-8% in 24 hours and 20% for the week. The market saw over $4 billion…

2 months ago

Analysis of regulatory obstacles regarding X Money

X Money, operated by X Payments LLC, is not a bank but a licensed money transmitter. It partners with Cross…

2 months ago

Stablecoins: $315 billion in circulation, zero dynamic reserve ratings. Why this must change

Price is the last indicator to move The stablecoin market has reached a new milestone: over $315 billion in total…

2 months ago

137 Countries, One Question. Measuring the CBDC Race Before the Settlement Reset

Central bank digital currencies have a communication problem. Every central bank publishes pilots, speeches and consultation papers, an endless stream…

2 months ago

Global Real Estate as an Ocean of Liquidity & the Institutional Shift SFR / BTR

Global real estate remains the dominant asset class, valued at approximately $393-448 trillion (Savills, 2026 estimates), about 3.3 times the…

2 months ago

SpaceX (SPCX). Probable Correction vs. Long-Term Trajectory

SpaceX (SPCX) faces a probable short-term correction of ≥30% (62-78% probability) from current levels (~$141-146), driven by negative convexity, retail…

2 months ago