Thesis. While the market watches tokens, the largest financial data upgrade in history is concluding: after the end of the…
The Financial Times reports a marked shift among wealthy investors toward direct ownership of physical gold and secure, individually allocated…
According to Société Générale, the time has come to view gold optimistically again, as they observe a gradual recovery after…
Les trois banques russes Gazprombank, Alef Bank et Interprombank (Алеф-Банк, АКБ «ИНТЕРПРОМБАНК» и Газпромбанк) n’ont pas "volé" le milliard moldave,…
The defining shift in digital assets this decade is not a price level. It is a change in structure: from…
The macro regime as of September 2, 2026, shows a strong U.S. dollar (DXY at ~99.73-99.80) and rising 10-year U.S.…
The dominant factor in September is not an endogenous crypto narrative but a regime of real rates and geopolitical energy…
The market has exited the capitulation phase of June 2026, where BTC fell below $60k, driven by ETF creations and…
Bitcoin rallied 6% in the week of August 19, triggered by a yields at their highest since 2007, seen as…
Private credit funds face significant 2026 risks from two AI-related channels: disruption to software borrowers and demand shortfalls in AI…