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Tag: Polymarket

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Close-up of golden Bitcoin coins on banknotes with a blurred cryptocurrency graph background.
Digitalisation

Stablecoins & CBDC: The Battle for Settlement Rails Stablecoins, facts. Total market capitalization

$314.68B as of 21/06/2026 (382 issuers, DefiLlama), ~$323B at all-time high in May 2026, with remarkable resilience during a crypto bear market of -48%. Concentration: USDT $186.35B (59.22%) and USDC ~$77B = 83.02% of the market. USDC: +28% outstanding in Q1 2026, on-chain volume +263% to $21,500B. The market processed >$33,000B in on-chain transactions…
1 day ago0Comments

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Wooden letter tiles form the word 'blockchain' arranged on a rustic wood background.
Cryptos

RWA & Tokenization: measuring quality, not size Thesis

The RWA market has entered an industrialization phase; the discriminating factor for allocation is no longer TVL but the structural quality of flows (liquidity, compliance, yield distribution). Key data (mid-2026). On-chain distributed value: ~$31–36 billion (+380% from 2022); “represented” value: ~$340–369 billion; stablecoins (settlement layer, counted separately): ~$290–321 billion; RWA holders: ~790,000; tokenized Treasuries: ~$15.1…
3 days ago0Comments

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A collection of various cryptocurrency coins including Bitcoin, Ethereum, and Dogecoin.
Cryptos

Stablecoins & CBDC: the programmable currency war enters its terminal phase

Thesis. 2026 marks the global doctrinal shift. Private-regulated dollar (GENIUS Act), public-regulated euro (ECB), public-interest-bearing yuan (PBOC). Stablecoins become a treasury instrument; CBDCs become a sovereignty instrument. Key Data. Stablecoin market: ~$290–321B (USDT ~$184–190B; USDC ~$73B). MiCA: fully applicable since 30/12/2024, transition period ends 01/07/2026; approximately twenty licensed EMTs (USDC, USDG, EURC, EURCV, EURI,…
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Black and white image highlighting a 20 euro bill in a cash register, capturing financial concepts.
Cryptos

MiCA × ISO 20022: The Dual Plumbing Reshaping European Finance

Thesis. Two "invisible" projects converge in 2026: the completion of the licensed perimeter under MiCA (crypto) and the ISO 20022 mandate for structured addresses (payments). Together, they shape the compliance-execution layer of European programmable finance. Key data. MiCA: ART/EMT applicable since 30/06/2024; CASP since 30/12/2024; end of grandfathering on 01/07/2026 (some states earlier: Germany/Ireland…
09/09/20260Comments

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Analyzing financial charts with a calculator and chocolate coins.
Analyse de marchéAnalyse de marché

Gold  against stocks

Gold was indeed a high-Sharpe asset during certain windows from 2025 to early 2026, and long-term bonds did under perform. However, as of September 7, 2026, gold does not "beat tech stocks" over 12 months. NVDA and the S&P have higher TTM returns than those shown in the table. The illustrative recalibration (TTM window,…
09/07/20260Comments

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Colorful stock market board displaying various company stock performances and trends.
Analyse de marchéAnalyse de marché

The Perfect Storm: Oil’s Spike, Japan’s Debt Shock, and Nvidia’s Quiet Bond Exit

Oil prices surged sharply after the US announced new strikes on southern Iran. Brent crude exceeded $92 per barrel, while WTI approached $90. Yields on 30-year Japanese government bonds (JGBs) surpassed 4.18%, and Nvidia exited the corporate bond market. How does this affect gold? Several explosions were reported near Bandar Abbas, Qeshm, and the Strait…
09/07/20260Comments

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A collection of shining gold bars and coins symbolizing wealth and investment.
Analyse de marchéAnalyse de marché

Structural Shifts in Central Bank Demand Are Redefining Gold’s Support Levels

According to Société Générale, the time has come to view gold optimistically again, as they observe a gradual recovery after months of correction. In a recent market assessment, analysts stated the precious metal looks attractive again, despite trimming their gold positions in the first half of the year. Gold recently rebounded to around $2,450 after…
09/04/20260Comments

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