MVRV

The attention economy as a financial asset

The thesis puts forward a five-part proposition: (i) the "vital energy" mentioned in the source text is formally isomorphic to…

1 week ago

Profitability and margin structure. Quantified comparison of SpaceX (Q2 2026) vs hyperscaler models (AWS, Azure/Microsoft Cloud, Google Cloud, Meta AI infrastructure).

https://www.steelldy-indices.com SpaceX has a gross margin of 55.3%, but negative operating and net margins (-1.8% and -6.9%). Only Starlink connectivity…

2 weeks ago

CCQI = 82.98 this morning, EUA price at €79.01

This morning, the CCQI (Climate Change Quality Index) stands at 82.98, reflecting relative stability in the quality of climate-related assets.…

2 weeks ago

Structured Quantitative Financial Analysis of SpaceX. Consolidated Accounts for Q2 2026 (period ended June 30, 2026)

Revenue decomposition and growth dynamics for Q2 FY26 Consolidated revenue reached 7,814, representing a 91.94% year-over-year increase from 4,071. The…

3 weeks ago

Dr. Copper & Global Recession Risk

Executive Summary Copper ("Dr. Copper") remains a useful leading indicator of global industrial activity due to its ubiquitous use (power…

3 weeks ago

The ETH/BTC ratio currently stands at approximately 0.0292–0.0293

The ETH/BTC ratio currently stands at approximately 0.0292–0.0293 (early August 2026), meaning one Ethereum is worth about 2.92–2.93% of one…

3 weeks ago

The correlation between Bitcoin and physical gold (XAU/USD)

The correlation between Bitcoin and physical gold (XAU/USD) remains weak and unstable over the long term, making them an excellent…

3 weeks ago

Bitcoin checkonchain STHCB. The Capitulation Line at 78,700 USD

The STH Cost Basis (STHCB), a key indicator for Short-Term Holders, has sharply declined from over $100,000 in January 2026…

4 months ago

Les pertes non réalisées déclenchent une alerte critique

Bitcoin est en "stress concentré" (avec un score de 8.3/10) à cause de pressions cumulées. Se sont les pertes non…

8 months ago

La métrique de capitulation est à 0.95 (99e percentile), rappelant les fonds de cycles précédents (+300% à +500% post-capitulation).

Les données on-chain montrent une réalisation de profits par les détenteurs long terme (SOPR LTH 1.45) tandis que les STH…

9 months ago