Thesis. Two "invisible" projects converge in 2026: the completion of the licensed perimeter under MiCA (crypto) and the ISO 20022…
Gold was indeed a high-Sharpe asset during certain windows from 2025 to early 2026, and long-term bonds did under perform.…
Oil prices surged sharply after the US announced new strikes on southern Iran. Brent crude exceeded $92 per barrel, while…
Bitcoin surged to $76,800-$77,600, gaining 6-8% in 24 hours and 20% for the week. The market saw over $4 billion…
Price is the last indicator to move The stablecoin market has reached a new milestone: over $315 billion in total…
The voluntary carbon market is on a well-documented trajectory: roughly $2 billion today, heading toward $100 billion by 2030. CSRD…
The stablecoin market has crossed a symbolic threshold: a market capitalization of over $315 billion. What was, five years ago,…
The numbers, first. Tokenized real-world assets crossed $30 billion in early 2026, a 300% year-on-year increase : US Treasury debt…
According to the methodology of Dixit and Pindyck (1994), gold contains an implicit call option on the collapse of the…
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…