AI capex has become an infrastructure cycle of utility-like scale , comparable to railroads or the electrical grid , with…
For two decades, digital finance sold a promise of appreciation: buy an asset today to resell it for more tomorrow.…
The convergence that no one predicted, except upon closer inspection This is where history meets programmable finance. MiCA, fully applicable…
The tokenized RWA market totals ~$30-35B in AUM (rwa.xyz: ~$34.5B, ~2x year-over-year). Breakdown: Tokenized US Treasuries & money market funds…
Bitcoin remains a reserve asset with a structure showing recovery from $58-62k, rejection under $81-86k, and consolidation around $77k. NUPL…
The framework is a two-regime Markov model with observable states, not a calibrated HMM Regime 1 (Liquidity risk-on) is indicated…
In a recent TradingView article, the question was raised whether gold could surpass $4,500 if U.S. employment data lowers expectations…
As of September 11, 2026, the crypto market presents a mixed macro regime. Bitcoin trades near $77,200–77,400, showing a -4.7%…
Thesis. Raw materials are regaining a core portfolio role (hedging a multipolar world and AI electrification), while European ESG shifts…
The Financial Times reports a marked shift among wealthy investors toward direct ownership of physical gold and secure, individually allocated…