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Tag: ETFs

STEELLDYThrough Steelldy consulting company, I assist companies, fintechs, and institutions in two key areas: ◙ Economic and financial statistical modeling via our DaaS & SaaS software (macroeconomic index platform). Analysis of the transition to a multipolar world: stablecoins, gold, copper, precious metals, industrial metals, oil, dollars, euros, yuan, yen, rubles, CBDC, BISIH, mBridge, Unified Ledger, BRICS, and global regulations. ◙ Web3 Law & Taxation Legal and Tax structuring of blockchain-based projects, RWA, tokenization, cryptocurrency (stablecoins, CBDC), decentralized autonomous organizations (DAO), MiCA compliance, ISO 20022, AI, MANBRIC/biotech technologies, robotics, smart cities, and ESG taxonomy.

A hand holds various cryptocurrency coins including Bitcoin, Ethereum, and others.

Cryptos

Stellar’s DTCC Partnership: Hype vs. Reality for Tokenized Assets

The announcement of a partnership between the DTCC and the Stellar Development Foundation (SDF) for asset tokenization on Stellar by mid-2027 represents a major institutional event for a public blockchain. This partnership could include equities, ETFs, and US Treasury bonds. However, a detailed analysis reveals several points: 1. Solid but not exclusive fundamental thesis:…

06/02/20260Comments

ByOleg Turceac

Analyse de marché

Silver vs. Gold: When and Why Silver Often Takes the Lead

Silver, a unique hybrid asset (monetary, industrial, speculative, linked to energy transition), exhibits higher volatility than gold. Its price is influenced by monetary demand, industrial demand, physical supply, and real interest rates. The primary driver, monetary demand, is linked to real interest rates (nominal rates minus inflation). When real rates are negative, the opportunity…

06/02/20260Comments

ByOleg Turceac

Analyse de marché

Gold’s Secret Twin Market Mimics Oil’s Supply Stress Signals

A $20 premium puts #Saudi #oil above $130/barrel. More evidence of 2 oil markets - one for actual barrels of oil for refining into usable product. The other for paper barrels for trading & gov't propaganda, based on promises for future delivery. Same is true for #gold #silver. pic.twitter.com/2vNFGWP0bI — James Turk (@FGMR) April 6,…

04/07/20260Comments

ByOleg Turceac

Analyse de marché

Markets

Peter Thiel exit NVDA. Motivations profondes, impacts macro & stratégie de Trading

La vente massive de NVIDIA par Peter Thiel n’est pas un simple ajustement portefeuille mais c’est un signal stratégique d’un trader institutionnel de premier plan, anticipant un retournement de cycle dans le secteur AI hardware. Ce mouvement s’inscrit dans une rotation plus large des smart money (SoftBank, Burry, Druckenmiller) vers des actifs moins spéculatifs (MSFT,…

11/17/20250Comments

ByOleg Turceac

Analyse de marché Cryptos

Markets

Crise bancaire régionale aux USA

Une crise de liquidité bancaire régionale aux États-Unis est en cours, exacerbée par un mécanisme de "Shadow Credit Chain" similaire à celui de 2008. A. Signaux de stress bancaire et faillites Plusieurs faillites ont été confirmées (Silicon Valley Bank, First Republic Bank en 2023 ; TriColor Bank, First Brands Bank en 2025). Le recours…

10/20/20250Comments

ByOleg Turceac