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Tag: Reuters

STEELLDYThrough Steelldy consulting company, I assist companies, fintechs, and institutions in two key areas: ◙ Economic and financial statistical modeling via our DaaS & SaaS software (macroeconomic index platform). Analysis of the transition to a multipolar world: stablecoins, gold, copper, precious metals, industrial metals, oil, dollars, euros, yuan, yen, rubles, CBDC, BISIH, mBridge, Unified Ledger, BRICS, and global regulations. ◙ Web3 Law & Taxation Legal and Tax structuring of blockchain-based projects, RWA, tokenization, cryptocurrency (stablecoins, CBDC), decentralized autonomous organizations (DAO), MiCA compliance, ISO 20022, AI, MANBRIC/biotech technologies, robotics, smart cities, and ESG taxonomy.

Cryptos

SSSI. The quantitative and microstructural architecture of stablecoin risk

Executive Summary With over $315 billion in daily trading volume, stablecoins have become the systemic plumbing of programmable finance. Yet, the Basel Committee (BIS) and the World Economic Forum (WEF) highlight a critical flaw: the lack of quantitative tools capable of measuring counterparty risk in real time. Traditional approaches rely on static snapshots (monthly attestations)…

08/22/20260Comments

ByOleg Turceac

Produits innovants Tech

China’s Domestic Immersion DUV Lithography Mass Production

On July 27-28, 2026, The Information and then Reuters confirmed the start of volume production of domestic Chinese deep ultraviolet (DUV) immersion lithography tools by Shanghai Aishengna Electronic Technology Group (a state-owned entity created in 2023, with a capital of approximately 7 billion CNY, integrating teams from Yuliangsheng/SiCarrier-Huawei and SMEE). Target: approximately 5 machines…

08/14/20260Comments

ByOleg Turceac

Monochrome image of stock market data on a screen, depicting financial information and trends.

Analyse de marché

Markets

Analysis of the Foreign Exchange Intervention Mechanisms of the Bank of Japan (BOJ) / Ministry of Finance (MoF)

Institutional and fundamental legal framework Unlike many central banks, the Bank of Japan (BOJ) has no autonomous decision-making power over foreign exchange intervention. This authority rests solely with the Minister of Finance under Japan's Foreign Exchange and Foreign Trade Act. The BOJ acts only as a technical agent for the Ministry of Finance (MoF), with…

08/10/20260Comments

ByOleg Turceac

Economic studies

Hamza Lemssouguer, 35, is shaking up the London finance scene with his big short bets

Hamza Lemssouguer's Arini Capital fund, launched in 2022 with $1.3 billion and reaching $20 billion in assets under management, is highlighted for its focus on European distressed debt and high-yield credit refinancing for companies like Altice. Arini closed its flagship fund at $4 billion to maintain performance and is expanding into CLOs and private credit.…

04/17/20260Comments

ByOleg Turceac

Analyse de marché lntélligence artificielle Tech

Dette record dans l’industrie de l’intélligence artificielle

RÉSUMÉ Alphabet, Amazon, Meta, Microsoft et Oracle ont émis un total de 88 milliards de dollars en obligations de qualité investissement entre septembre et novembre 2025, selon Dealogic. Ce montant, qui dépasse largement les émissions des trois années précédentes (66 milliards de dollars), est principalement motivé par des investissements massifs dans l'infrastructure de l'IA, notamment…

Bulle Internet 1999-2000 vs. Essor de l’IA (Nvidia) en 2025

1. Timmer compare la valorisation actuelle de l'essor de l'IA de Nvidia à son apogée internet en 1999-2000, montrant un P/E de Nvidia à 32 contre 90 pour Cisco, arguant que le marché est loin des extrêmes de la « saison stupide ». 2. Le graphique superpose les données du S&P 500 de 2022…

11/03/20250Comments

ByOleg Turceac