Skip to content Skip to sidebar Skip to footer

Tag: OSINT

Close-up image of Bitcoin and Litecoin coins on geometric patterned surface.

USDT’s EEA Exit Creates $35B Liquidity Vacuum as USDC Transaction Share Surges to 70%

In Q4 2026, the stablecoin market shows high concentration: USDT (Tether, $183B) is non-compliant with MiCA, USDC (Circle, $72.7B) is compliant, USDS/DAI (Sky, $14.3B) is non-compliant, Ethena USDe ($4.1B) is non-compliant, USDG (Paxos, $3.4B) is compliant, PYUSD (Paxos for PayPal, $2.8B) is in progress, and EURC (Circle, <$1B) is compliant. Total market cap peaked at…

Read more

A collection of shining gold bars and coins symbolizing wealth and investment.

Why Diesel Prices Are the Real Story and What They Mean for Gold Investors

The Federal Reserve's decision to raise interest rates by another 25 basis points has drawn market attention, with 10-year Treasury yields exceeding 5%. However, Laurent Morel believe investors are overemphasizing the Fed's actions. While central banks can influence demand through borrowing costs, they cannot address physical supply constraints, no rate hike can produce an extra…

Read more

Focused image of 100g Intergold bars showcasing fine gold quality and luxury.

Gold’s +125% Surge Since 2023 Defies Rate Hikes: Fed’s First 2026 Increase Triggers “Buy the Fact” Rebound Toward $4,344

Summary. Quantitative Analysis of Gold Performance (+123% Since September 2023) and 2026-2027 Projections Post-Fed Decision A. Executive Summary. Gold spot price (Sept 18, 2026): $4,344.67, consolidating post-Fed. - Performance since Sept 2023: +125%, indicating a structural bull market. - Fed decision (Sept 16, 2026): Raised rates by 25 bps to 3.75-4.00%, the first hike since…

Read more

Stock market and financial analysis setup with calculator, graphs, and gold coins.

Why Gold Is Hitting Record Highs Despite Higher Interest Rates

The structural relationship between gold and US real rates has broken since 2022. Previously, gold moved inversely to real rates; now, gold reaches all-time highs despite elevated real rates (~2.0%). Central banks from emerging markets have structurally increased gold purchases to ~1,000 tonnes/year (2022-2024), up from ~500 tonnes, shifting away from dollar reserves. This creates…

Read more

The convergence of AI, Robotics, Biotech (MANBRIC), and Smart Cities: the 2026-2035 allocation supercycle

Thesis. Not all technological revolutions are equal as investment themes, they are equal as cost curves. Three curves collapse simultaneously in 2026-2030, the cost of AI inference, the cost of physical action (humanoid robotics and logistics), the cost of biological reading/writing (sequencing, synthesis) and their convergence creates the decade's markets: instrumented smart cities, personalized health,…

Read more