Thesis. 2025-2026 is the moment when programmable money shifted from experiment to regulated infrastructure. Three layers converge: private stablecoins (GENIUS…
Impact of the Iran conflict and rising energy prices on gold price dynamics and the state of the mining sector.…
Marathon Fusion's claim that it can produce stable gold from mercury-198 through neutron transmutation could structurally alter, albeit over the…
In Q4 2026, the stablecoin market shows high concentration: USDT (Tether, $183B) is non-compliant with MiCA, USDC (Circle, $72.7B) is…
Total market capitalization: $314.68B as of 21/06/2026 (382 issuers, DefiLlama), ~$323B at the May 2026 peak, with remarkable resilience during…
Title: The tokenized real-world asset market has fundamentally changed. It's no longer a bet on token appreciation: it has become…