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Tag: on-chain liquidity flows

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Detailed view of fiber optic patch cables connecting to a blue patch panel in a data center.
lntélligence artificielle

Private credit funds face elevated risks in 2026 from two distinct but overlapping AI-related channels

Private credit funds face significant 2026 risks from two AI-related channels: disruption to software borrowers and demand shortfalls in AI infrastructure. These are compounded by liquidity mismatches, sector concentration, and ties to insurers and pensions. Non-bank direct lending, via vehicles like BDCs, has heavily expanded into both areas, heightening vulnerability. Two Primary AI-Related Risk…
08/22/20260Comments

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MarketsMarkets

SpaceX (SPCX). Probable Correction vs. Long-Term Trajectory

SpaceX (SPCX) faces a probable short-term correction of ≥30% (62-78% probability) from current levels (~$141-146), driven by negative convexity, retail unwind, and liquidity spirals, while long-term (3-10 years) appreciation remains significant. The company is transitioning from a launch and constellation firm to a multi-planetary spatial infrastructure, data, and AI platform with increasing returns and…
08/18/20260Comments

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Vector image representing online money transfer going in circles among people on green background
Tech Urbanisation

Tokenized Municipal Micro-Bonds

Tokenized Municipal Micro-Bonds. We use the XRPL infrastructure to issue tokenized bonds funded by urban tolls… and local property taxes from specific neighborhoods. Steelldy provides the Risk Engine to rate these micro-bonds in real time via local OSINT. The shift from appreciation tokens to yield structures represents the true institutional inflection point for RWAs. It…
08/16/20260Comments

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From above ten dollar banknote with inscription and United States treasury building placed on table
Digitalisation Tech

RWA Treasuries: The High-Stability, High-Yield Foundation for Modern Crypto Strategies

RWA Treasuries (Sharpe 1.0-1.3 | Volatility 2-3%). Asset representing the tokenization of U.S. Treasury bills (e.g., BUIDL, OUSG). The high Sharpe ratio (1.0-1.3) with negligible volatility (2-3%) makes it the ideal foundation for "Cash-and-Carry" strategies and collateral for HFT strategies. On-Chain Infrastructure and Regulation: The integration of the BIS (tokenization on a unified ledger)…
08/16/20260Comments

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