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Cryptos

Stablecoins, CBDCs & ISO 20022: The new monetary architecture is taking shape in 2026-2027

2026-2027 is the window in which the digital currency architecture will lock in for a decade. Three rails will coexist — regulated private stablecoins, CBDC (especially wholesale), ISO 20022 banking rails, and value will concentrate in the interoperability and proof layer (reserves, compliance, settlement quality). Stablecoins: from experimentation to regulated instrument. Market cap…
10/03/20260Comments

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lntélligence artificielle

AI, semiconductors, robotics & biotech: the most capital-intensive investment cycle in history

AI capex has become an infrastructure cycle of utility-like scale , comparable to railroads or the electrical grid , with a readable value chain: semiconductors (the cluster of megacaps that the market now groups under acronyms like "MANBRIC": Microsoft, Apple, Nvidia, Broadcom, and others), data centers, energy, and now physical robotics. Biotech remains the pocket…
09/28/20260Comments

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ESG Data ServicesESG Data Services

ESG, green taxonomy, carbon: measurement becomes the market Facts and structure

The European ESG taxonomy (CSRD + Green Taxonomy) is transforming investment flows into constrained flows: a poorly scored asset loses its place in the investable universe. On the carbon front: the voluntary market currently stands at ~$2 billion, with a trajectory toward ~$100 billion by 2030 (market consensus cited on your homepage); commodity tokenization is…
09/28/20260Comments

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Cryptos

Why a $108.9M long ETH 10× on Hyperliquid? Reconstruction, microstructure, revealed intention

The position is a long ETH-USD perpetual swap: 41,230 ETH at 10x cross leverage, entry price $2,693.92, mark $2,641.50, break-even $2,698.88. Notional is $108.91 million, with unrealized PnL of -$2.16 million and cumulative funding of -$137,658. Liquidation price is $2,514.72, implying 4.80% from mark and 6.65% from entry. Implicit equity is $8.81 million (the $7.35…
09/25/20260Comments

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Cryptos Uncategorized

MiCA, ISO 20022, and the XRP Ledger: The Unseen Blueprint of a New Financial Order

The convergence that no one predicted, except upon closer inspection This is where history meets programmable finance. MiCA, fully applicable since July 1, 2026, after the end of the transitional period, licenses the European crypto perimeter. ISO 20022 standardizes the grammar of global payments. And certain blockchain networks, the XRP Ledger foremost, whose ODL corridors…
09/22/20260Comments

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Digitalisation

RWA & Tokenization: Measuring an Inflection Point

The tokenized RWA market totals ~$30-35B in AUM (rwa.xyz: ~$34.5B, ~2x year-over-year). Breakdown: Tokenized US Treasuries & money market funds ~$13.4-15.2B (76 products, ~58,700 holders; top names BUIDL ~$2.4-3.1B, USYC $2.9B, USDY ~$2.1B, BENJI $2.05B); private credit $8-18.9B depending on scope, $33.7B in cumulative originations; commodities (mostly gold) ~$5.5B with XAUT+PAXG >96% of the segment…
09/19/20260Comments

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Analyse de marchéAnalyse de marché

Why Gold Is Hitting Record Highs Despite Higher Interest Rates

The structural relationship between gold and US real rates has broken since 2022. Previously, gold moved inversely to real rates; now, gold reaches all-time highs despite elevated real rates (~2.0%). Central banks from emerging markets have structurally increased gold purchases to ~1,000 tonnes/year (2022-2024), up from ~500 tonnes, shifting away from dollar reserves. This creates…
09/18/20260Comments

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