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Bitcoin coin placed over US dollar note symbolizes digital vs traditional currency.
Cryptos

Dollar-backed stablecoins, neo-mercantilist regime, and energy constraints. Implications for digital assets and investment strategies

Dollar-backed stablecoins have become a dual-use instrument of U.S. economic power, extending the dollar's reach into markets where correspondent banking is weak or blocked while giving Washington new control points over issuers, reserves, and token freezes. Key data shows 90-98% of the stablecoin market is dollar-denominated, with Tether holding ~$141 billion in U.S. Treasury exposure,…
08/31/20260Comments

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Cryptos Tech

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 in 24-hour liquidations, marking the most violent short squeeze of 2026. Combined BTC/ETH ETF inflows exceeded $800 million, indicating massive institutional entries. The funding rate shifted from negative to positive, signaling a return of long…
08/21/20260Comments

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Produits innovants

ScoreGex. De l’AVM local à l’oracle de rente institutionnel

"L'immobilier tokenisé est le segment le plus difficile à mesurer", c'est exactement le vide que ScoreGex peut remplir. Le marché RWA tokenisé a atteint 38,2 Md USD de valeur distribuée on-chain pour 345,3 Md USD d'actifs sous-jacents référencés. L'immobilier tokenisé représente moins de 6 % du total (~2 Md USD), alors que l'immobilier mondial pèse ~450 000 Md USD. Cette asymétrie n'est…
08/20/20260Comments

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Close-up of two golden Bitcoin coins on a tablet screen displaying financial data.
Cryptos

Structural risk of private banking blockchains on Bitcoin and the crypto ecosystem

https://www.steelldy-indices.com JPMorgan's note from July 9, 2026 identifies a structural threat to Bitcoin and public cryptocurrencies: the rapid expansion of private and permissioned blockchains driven by commercial banks (Kinexys, JPM Coin, tokenized deposits, CBDCs). This trend, supported by settlement volumes exceeding $4 trillion on Kinexys, could siphon institutional demand for public digital assets by offering…
07/13/20260Comments

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Cryptos Tech

Formalization, calibration, and integration of PII 1.0 into a risk framework for stablecoin transparency, per BIS June 23, 2026 alert

The press release from the Bank for International Settlements (BIS) acknowledges that the transparency of stablecoin ledgers exposes bank positions to the entire market, dismantling the historical information asymmetry. To quantify this phenomenon and guide investment decisions as well as technological deployment, we have constructed the Proprietary Integrity Index 1.0 (PII 1.0), a normalized composite…
06/25/20260Comments

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Cryptos

Why are hedge funds adopting this new digital currency

Hedge funds are increasingly adopting new digital currencies, primarily stablecoins, due to enhanced capital efficiency, regulatory clarity, and new yield-generating strategies. 1| Capital Efficiency Unlike traditional prime brokerage where collateral is largely immobilized, stablecoins acting as collateral can simultaneously secure derivative positions (perpetuals, options, futures) and generate yield from underlying assets like T-bills. This "working…
05/21/20260Comments

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Cryptos

Microstructure interne du ratio ETH/BTC

ETH/BTC est le prix relatif de deux systèmes distribués en concurrence. Ses déterminants principaux sont : Prime de contrat intelligent : capitalisation sur l’écosystème DeFi et les dApps. Concurrence des "ETH Killers" : Solana, Avalanche, Sui, Aptos, etc., qui érodent la part de marché d’Ethereum. Mécanisme de destruction EIP‑1559 et frais de gaz : l’activité réseau alimente l’accumulation…
05/13/20260Comments

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