GARCH volatility

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…

1 day 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…

2 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…

4 days 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%…

4 days ago

Agentic AI, robotics, biotech (MANBRIC) & smart cities: capital shifts from software to physical.

Thesis. The 2026 AI cycle shifts from conversational models to "digital workers" (agents) and physical AI (robots, driving, inspection); value…

6 days 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…

6 days 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.…

1 week 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

Stablecoins: $315 billion in circulation, zero dynamic reserve ratings. Why this must change

Price is the last indicator to move The stablecoin market has reached a new milestone: over $315 billion in total…

4 weeks ago

Global Real Estate as an Ocean of Liquidity & the Institutional Shift SFR / BTR

Global real estate remains the dominant asset class, valued at approximately $393-448 trillion (Savills, 2026 estimates), about 3.3 times the…

4 weeks ago