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Tag: Gold

STEELLDYThrough Steelldy consulting company, I assist companies, fintechs, and institutions in two key areas: ◙ Economic and financial statistical modeling via our DaaS & SaaS software (macroeconomic index platform). Analysis of the transition to a multipolar world: stablecoins, gold, copper, precious metals, industrial metals, oil, dollars, euros, yuan, yen, rubles, CBDC, BISIH, mBridge, Unified Ledger, BRICS, and global regulations. ◙ Web3 Law & Taxation Legal and Tax structuring of blockchain-based projects, RWA, tokenization, cryptocurrency (stablecoins, CBDC), decentralized autonomous organizations (DAO), MiCA compliance, ISO 20022, AI, MANBRIC/biotech technologies, robotics, smart cities, and ESG taxonomy.

Close-up of Bitcoin cryptocurrency coin on a pile of US dollar banknotes, symbolizing finance and digital currency.

Uncategorized

BLOCKCHAINS, DAOs & MiCA COMPLIANCE: Regulatory Costs Become a Barrier to Entry—and a Strategic Asset

The 2024-2026 cycle has transformed compliance from a cost center into a competitive moat. In Europe, the crypto market has become license-only (the end of MiCA grandfathering on July 1, 2026); in the United States, the securities/commodities boundary is being defined by the CLARITY Act (§10505, Senate vote on September 15, 2026). For DAOs, the…

4 hours ago0Comments

ByOleg Turceac

Close-up of various coins and banknotes from different countries, showcasing diversity in currency.

Uncategorized

STABLECOINS, CBDC & ISO 20022: The New Global Monetary Plumbing

2025–2026 is the point at which programmable money moved from experimentation to regulated infrastructure. Three layers are converging: private stablecoins (GENIUS Act/MiCA), wholesale CBDCs (Agora, mBridge), and a common data grammar (ISO 20022 as the exclusive standard since November 2025). The dollar is being “privatized and programmed” abroad while Europe is building regulatory monetary sovereignty:…

4 hours ago0Comments

ByOleg Turceac

A close-up of shining gold bars on a pile of cash, symbolizing wealth and investment.

Analyse de marché

From Bank Stocks to Bullion: Why Christopher Whalen Is Bracing for Market Turmoil

Christopher Whalen, who has spent more than 40 years analyzing bank balance sheets and is a former employee of the Federal Reserve Bank of New York, sold all his bank stocks in late September and opened short positions in consumer lending companies. The head of Whalen Global Advisors and editor of The Institutional Risk Analyst,…

2 days ago0Comments

ByOleg Turceac

Analyse de marché

Gold Overtakes US Treasuries as the World’s Top Official Reserve Asset

Central banks’ accumulation of gold reflects a structural shift in the monetary system: gold is becoming a strategic reserve and settlement asset, beyond its traditional hedging function. According to the World Gold Council, 89% of central banks expect global gold reserves to increase over the next 12 months, and 45% plan to increase their own…

3 days ago0Comments

ByOleg Turceac

Close-up of a modern humanoid robot with glowing blue lights and futuristic design.

lntélligence artificielle

AI, Robotics, Biotech (MANBRIC), Smart Cities Convergence: The 2026–2035 Supercycle of Capital Allocation

Technological revolutions are not equal as investment themes; they are equal as cost curves. Three curves are collapsing simultaneously in 2026-2030, the cost of AI inference, the cost of physical action (humanoid robotics and logistics), and the cost of biological reading/writing (sequencing, synthesis), and their intersection is creating the markets of the decade: instrumented smart…

4 days ago0Comments

ByOleg Turceac

A stunning aerial view of a lush green countryside with winding roads and shimmering blue water.

Carbon Credit Market

MiCA & ESG taxonomy: compliance as a proprietary moat.

Paradoxical but verifiable: European regulation (MiCA fully applicable, transition completed in 2026; CSRD/ESG taxonomy under development) is not a burden but the competitive moat of the European crypto ecosystem, and a scoring market in its own right. The EU tokenized market is estimated at €2,000 billion by 2028; CASP authorization costs €500k–€1M; barriers to entry…

4 days ago0Comments

ByOleg Turceac

Stunning aerial view of Jakarta's unique architecture with high-rise buildings and lush surroundings.

Urbanisation

Why Traditional Property Valuations Fail in the Age of Tokenized Real Estate

Traditional real estate valuation methods, including hedonic OLS regression and aggregated spatial medians, suffer from structural methodological weaknesses when applied to tokenized real-world assets (RWA) and Yield Trusts. Under Shapiro-Varian's Information Rules theory, reproducible raw transaction data available at zero marginal cost, such as France's DVF database, converges toward zero market value. Moreover, raw DVF…

4 days ago0Comments

ByOleg Turceac

lntélligence artificielle

The AI Funding Race: How Global Savings Are Powering America’s Tech Boom

The restructuring of the global economy to finance the AI capital shortfall rests on recycling Asian savings, mobilizing new investors, and transforming cash flows into investable assets. First, the AI boom generates liquidity in South Korea and Taiwan, part of which flows into dollar-denominated assets and indirectly supports investment by US hyperscalers. Taiwan’s current…

10/16/20260Comments

ByOleg Turceac

A stack of Bitcoin coins atop US dollar bills illuminated by green lighting, symbolizing digital finance and cryptocurrency.

Digitalisation

Stablecoins vs CBDCs: the programmable currency war has entered its terminal phase

2026 is the year of the monetary bifurcation: the United States has chosen regulated private stablecoins (GENIUS Act, with an explicit ban on a Fed-issued retail CBDC), Europe is building the public digital euro (Parliament vote in February 2026, ECB Governing Council decision on October 30, 2025, possible pilot in mid-2027, first issuance envisioned in…

10/11/20260Comments

ByOleg Turceac

Elegant display of Bitcoin, Ethereum, and Cardano coins on a neutral background.

ESG Data Services

RWA & private credit tokenization: the birth of “programmable fixed income”

The tokenization of real-world assets changed nature in 2026: it is no longer a speculative resale market but an automated cash flow market. A RWA's value is now reflected in its distributions (interest, rent), mechanically analogous to private credit and traditional fixed income, with an added layer of programmability. Key data. On-chain RWA (excluding stablecoins):…

10/11/20260Comments

ByOleg Turceac