Glassnode

The attention economy as a financial asset

The thesis puts forward a five-part proposition: (i) the "vital energy" mentioned in the source text is formally isomorphic to…

1 week ago

Profitability and margin structure. Quantified comparison of SpaceX (Q2 2026) vs hyperscaler models (AWS, Azure/Microsoft Cloud, Google Cloud, Meta AI infrastructure).

https://www.steelldy-indices.com SpaceX has a gross margin of 55.3%, but negative operating and net margins (-1.8% and -6.9%). Only Starlink connectivity…

2 weeks ago

CCQI = 82.98 this morning, EUA price at €79.01

This morning, the CCQI (Climate Change Quality Index) stands at 82.98, reflecting relative stability in the quality of climate-related assets.…

2 weeks ago

Structured Quantitative Financial Analysis of SpaceX. Consolidated Accounts for Q2 2026 (period ended June 30, 2026)

Revenue decomposition and growth dynamics for Q2 FY26 Consolidated revenue reached 7,814, representing a 91.94% year-over-year increase from 4,071. The…

3 weeks ago

Dr. Copper & Global Recession Risk

Executive Summary Copper ("Dr. Copper") remains a useful leading indicator of global industrial activity due to its ubiquitous use (power…

3 weeks ago

The ETH/BTC ratio currently stands at approximately 0.0292–0.0293

The ETH/BTC ratio currently stands at approximately 0.0292–0.0293 (early August 2026), meaning one Ethereum is worth about 2.92–2.93% of one…

3 weeks ago

The correlation between Bitcoin and physical gold (XAU/USD)

The correlation between Bitcoin and physical gold (XAU/USD) remains weak and unstable over the long term, making them an excellent…

3 weeks ago

BTC Price and 60 kUSD Breakout

Bitcoin price recently traded between 58-64 kUSD, with a low of ~58.5 kUSD on July 1 and recovery above 60-63…

2 months ago

BoJ Rate Hike Weakens Yen transmission, Damping Bitcoin Volatility

The transmission mechanism Yen strength → USD/JPY depreciation → yen carry trade deleveraging → global liquidity contraction → BTC risk-asset…

2 months ago

Bitcoin : Expansion Post-Stabilisation & Breakeven Battlefield

The Glassnode "Expansion, Breakdown, Stabilization" framework identifies a mature stabilization phase with volatility-adjusted support built around ~$74,000 and confluent resistance…

4 months ago