ETF

Rising Demand for Direct Ownership of Physical Gold

The Financial Times reports a marked shift among wealthy investors toward direct ownership of physical gold and secure, individually allocated…

1 month ago

From Speculative Tokens to Yield Instruments: The Revenue-Structure Paradigm in Tokenized Assets (2026–2035)

The defining shift in digital assets this decade is not a price level. It is a change in structure: from…

1 month ago

ESG taxonomy & sustainable finance: less obligation, more market

Thesis. The European Omnibus did not kill ESG: it transformed it from a mass legal obligation into a competitive market…

1 month ago

Bitcoin ETFs Absorb $900M Inflows as Yields Jump, Testing the August Risk-On Regime

The macro regime as of September 2, 2026, shows a strong U.S. dollar (DXY at ~99.73-99.80) and rising 10-year U.S.…

1 month ago

RWA & private credit tokenisation: the birth of “programmable fixed income”

Thesis. Tokenization of real-world assets has fundamentally changed by 2026: it is no longer a speculative resale market but a…

1 month ago

Macro environment: duration, dollar, oil, politics

The dominant factor in September is not an endogenous crypto narrative but a regime of real rates and geopolitical energy…

1 month ago

Crypto Markets Show Recovery Signs But Face Three Key Frictions Ahead

The market has exited the capitulation phase of June 2026, where BTC fell below $60k, driven by ETF creations and…

2 months ago

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…

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

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