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Tag: Gold

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Close-up of golden Bitcoin coins on banknotes with a blurred cryptocurrency graph background.
Digitalisation

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 bear market of -48%. Concentration: USDT $186.35B (59.22%) and USDC ~$77B = 83.02% of the market. USDC: +28% outstanding in Q1 2026, on-chain volume +263% to $21,500B. The market processed >$33,000B in on-chain transactions…
09/13/20260Comments

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Detailed view of gold bitcoin in dark soil symbolizing cryptocurrency mining.
Cryptos

From speculative token to yield instrument: the income paradigm in tokenized assets (2026–2035)

For a decade, the value of a digital asset depended on the promise of a higher resale price. The tokenization of real-world assets (RWA) reverses this logic: value is now read in cash flows, rents, coupons, interest—generated by the underlying asset and distributed automatically. Analysis of a paradigm shift that brings crypto closer to private…
09/11/20260Comments

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Dynamic urban scene showcasing interconnected light trails representing digital communication networks.
Digitalisation lntélligence artificielle

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 migrates from the model layer to operational integration and automated real assets, converging directly with smart cities and tokenizable infrastructure. Key Data. ~71% of companies are expected to integrate AI agents into key functions…
09/09/20260Comments

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Black and white image highlighting a 20 euro bill in a cash register, capturing financial concepts.
Cryptos

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 mandate for structured addresses (payments). Together, they shape the compliance-execution layer of European programmable finance. Key data. MiCA: ART/EMT applicable since 30/06/2024; CASP since 30/12/2024; end of grandfathering on 01/07/2026 (some states earlier: Germany/Ireland…
09/09/20260Comments

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Detailed view of brown coffee beans being roasted in a steel machine, capturing the industrial process.
Analyse de marchéAnalyse de marché

Commodities & ESG taxonomy: real returns in a world of real assets

Thesis. Raw materials are regaining a core portfolio role (hedging a multipolar world and AI electrification), while European ESG shifts from an obligation-based regime to a market-driven one, less reporting, more pricing. Key Data. January 2026 records: gold ~$5,405/oz (2025 annual average: $3,431, +44%), silver >$121/oz, LME copper $13,238/t. Citi scenarios (Q3 2026): Brent…
09/09/20260Comments

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An elegant setup with a notebook, pen, and gold bar, embodying luxury and style.
Analyse de marchéAnalyse de marché

Rising Demand for Direct Ownership of Physical Gold

The Financial Times reports a marked shift among wealthy investors toward direct ownership of physical gold and secure, individually allocated storage. In 2026, purchases by this group have surged to record levels, signaling a retreat from electronic exposure in favor of tangible assets. Industry observers highlight capacity constraints across premier vault facilities. London dealer Sharps…
09/04/20260Comments

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