AI capex has become an infrastructure cycle of utility-like scale , comparable to railroads or the electrical grid , with…
For two decades, digital finance sold a promise of appreciation: buy an asset today to resell it for more tomorrow.…
Depuis 2019, Dijon pilote "OnDijon", l'un des projets de smart city les plus ambitieux en Europe, centralisant ses services urbains…
The convergence that no one predicted, except upon closer inspection This is where history meets programmable finance. MiCA, fully applicable…
The tokenized RWA market totals ~$30-35B in AUM (rwa.xyz: ~$34.5B, ~2x year-over-year). Breakdown: Tokenized US Treasuries & money market funds…
Bitcoin remains a reserve asset with a structure showing recovery from $58-62k, rejection under $81-86k, and consolidation around $77k. NUPL…
The framework is a two-regime Markov model with observable states, not a calibrated HMM Regime 1 (Liquidity risk-on) is indicated…
In a recent TradingView article, the question was raised whether gold could surpass $4,500 if U.S. employment data lowers expectations…
Thesis. Raw materials are regaining a core portfolio role (hedging a multipolar world and AI electrification), while European ESG shifts…
Thesis. The European Omnibus did not kill ESG: it transformed it from a mass legal obligation into a competitive market…