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The date on which the global plumbing of payments will say NO and what it reveals about programmable finance

In a few months, in 2027, a cross-border payment whose beneficiary address is entered in free text will be rejected…

5 days ago

Stablecoins & CBDC: The Battle for Settlement Rails Stablecoins, facts. Total market capitalization

$314.68B as of 21/06/2026 (382 issuers, DefiLlama), ~$323B at all-time high in May 2026, with remarkable resilience during a crypto…

6 days ago

RWA & Tokenization: measuring quality, not size Thesis

The RWA market has entered an industrialization phase; the discriminating factor for allocation is no longer TVL but the structural…

1 week ago

Crypto Market Shows Mixed Signals as Bitcoin Holds Below $80K Ahead of CPI and FOMC

As of September 11, 2026, the crypto market presents a mixed macro regime. Bitcoin trades near $77,200–77,400, showing a -4.7%…

1 week ago

MiCA × ISO 20022: The Dual Plumbing Reshaping European Finance

Thesis. Two "invisible" projects converge in 2026: the completion of the licensed perimeter under MiCA (crypto) and the ISO 20022…

1 week ago

Gold  against stocks

Gold was indeed a high-Sharpe asset during certain windows from 2025 to early 2026, and long-term bonds did under perform.…

2 weeks ago

The Perfect Storm: Oil’s Spike, Japan’s Debt Shock, and Nvidia’s Quiet Bond Exit

Oil prices surged sharply after the US announced new strikes on southern Iran. Brent crude exceeded $92 per barrel, while…

2 weeks ago

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…

2 weeks 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…

2 weeks 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…

4 weeks ago