Eric Schmidt’s August 2024 appearance at Stanford was an informal classroom conversation with economist Erik Brynjolfsson in the course “The…
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…
For a decade, the value of a digital asset depended on the promise of a higher resale price. The tokenization…
As of September 11, 2026, the crypto market presents a mixed macro regime. Bitcoin trades near $77,200–77,400, showing a -4.7%…
Three macro variables dominate the pricing of five crypto assets today. The August CPI, released on September 11, is the…
Thesis. The 2026 AI cycle shifts from conversational models to "digital workers" (agents) and physical AI (robots, driving, inspection); value…
Thesis. Raw materials are regaining a core portfolio role (hedging a multipolar world and AI electrification), while European ESG shifts…
AI will lead to mass dumbing down of society. This is one of the most underestimated risks of AI transformation.…