Kensho

ISO 20022, stablecoins and the GENIUS Act: the global monetary plumbing undergoes a major overhaul

On January 14, 2027, at a precise time, the SWIFT network will begin rejecting any cross-border payment whose postal address…

3 days ago

The total cryptocurrency market capitalization is approximately $2.88-2.89 trillion

The total cryptocurrency market capitalization is approximately $2.88-2.89 trillion, with Bitcoin dominance at 58.5-58.8% and Ethereum at 11.3-11.4%. The Fear…

6 days ago

4th Generation Tech Family Offices

A structural definition of a Single Family Office Type IV, Tech Founder is provided, based on the WEF Davos 2024…

3 weeks ago

Crypto Duration Under Siege: Why Hot Inflation Holds the Key to BTC, ETH, SOL, and XRP

Three macro variables dominate the pricing of five crypto assets today. The August CPI, released on September 11, is the…

3 weeks ago

Stablecoins & CBDC: the programmable currency war enters its terminal phase

Thesis. 2026 marks the global doctrinal shift. Private-regulated dollar (GENIUS Act), public-regulated euro (ECB), public-interest-bearing yuan (PBOC). Stablecoins become a…

3 weeks ago

Structural Shifts in Central Bank Demand Are Redefining Gold’s Support Levels

According to Société Générale, the time has come to view gold optimistically again, as they observe a gradual recovery after…

4 weeks ago

Crypto Quartet Risk Map: How BTC, ETH, XRP, and SOL React to a Hawkish Fed Shift

1.1 Bitcoin. Core Collateral, Not an Alt Price sits below the self-custody cost basis shelf (~$80.8k) and under the Glassnode…

1 month ago

SPV (special purpose vehicle) off-balance-sheet structures are a core financing tool in the AI data-center buildout

They allow hyperscalers to expand capacity rapidly while keeping the bulk of associated debt off their consolidated balance sheets, converting…

1 month ago

The correlation of AI in the credit architecture

EXECUTIVE SUMMARY. QUANTITATIVE FINANCE Contagion in AI financing cannot be understood through valuation levels or even growth rates. It is…

1 month ago

Analysis of regulatory obstacles regarding X Money

X Money, operated by X Payments LLC, is not a bank but a licensed money transmitter. It partners with Cross…

1 month ago