quantitative finance

ISO 20022, stablecoins and the GENIUS Act: the global monetary plumbing undergoes a major overhaul

On January 14, 2027, at a precise time, the SWIFT network will begin rejecting any cross-border payment whose postal address…

4 weeks ago

Why a $108.9M long ETH 10× on Hyperliquid? Reconstruction, microstructure, revealed intention

The position is a long ETH-USD perpetual swap: 41,230 ETH at 10x cross leverage, entry price $2,693.92, mark $2,641.50, break-even…

1 month ago

POC Lyon Confluence. Validation technique du SCSM

Le quartier de Lyon Confluence est un choix stratégique car il est déjà un laboratoire vivant pour les services urbains…

1 month ago

LES TECHNOLOGIES CLÉS DES SMART CITIES

Positionnement théoriqueUne smart city est modélisée comme un système cyber-physique urbain, reposant sur la théorie des systèmes complexes adaptatifs. La…

1 month ago

Beyond the Controversy: How Schmidt’s 2024 Forecasts on AI Agents and NVIDIA Are Playing Out in 2026

Eric Schmidt’s August 2024 appearance at Stanford was an informal classroom conversation with economist Erik Brynjolfsson in the course “The…

1 month ago

MiCA × ISO 20022: The Dual Plumbing Reshaping European Finance

Two invisible infrastructures converge in 2026: MiCA's licensed perimeter for crypto-assets, and the ISO 20022 migration of payment messaging. One…

2 months ago

From speculative token to yield instrument: the income paradigm in tokenized assets (2026–2035)

For a decade, the value of a digital asset depended on the promise of a higher resale price. The tokenization…

2 months ago

Agentic AI, robotics, biotech (MANBRIC) & smart cities: capital shifts from software to physical.

Thesis. The 2026 AI cycle shifts from conversational models to "digital workers" (agents) and physical AI (robots, driving, inspection); value…

2 months ago

From Bonds to Bitcoin: “Debasement Trade” Powers Crypto Surge Amid $40T U.S. Debt

Bitcoin rallied 6% in the week of August 19, triggered by a yields at their highest since 2007, seen as…

2 months ago

SPV (special purpose vehicle) off-balance-sheet structures are a core financing tool in the AI data-center buildout

They allow hyperscalers to expand capacity rapidly while keeping the bulk of associated debt off their consolidated balance sheets, converting…

2 months ago