The tokenization of real world assets has moved beyond the experimental stage and entered its mass-distribution phase. The market is…
Thesis. 2025-2026 is the moment when programmable money shifted from experiment to regulated infrastructure. Three layers converge: private stablecoins (GENIUS…
Impact of the Iran conflict and rising energy prices on gold price dynamics and the state of the mining sector.…
The 2026 cycle has made its decision: value is migrating from protocol tokens toward (a) settlement and compliance infrastructure, and…
In Q4 2026, the stablecoin market shows high concentration: USDT (Tether, $183B) is non-compliant with MiCA, USDC (Circle, $72.7B) is…
As of September 22, 2026, the total crypto market cap is approximately $2.9–3.0 trillion, with Bitcoin dominance around 58–59% and…
Total market capitalization: $314.68B as of 21/06/2026 (382 issuers, DefiLlama), ~$323B at the May 2026 peak, with remarkable resilience during…
Thesis. Not all technological revolutions are equal as investment themes, they are equal as cost curves. Three curves collapse simultaneously…