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Tag: Saga patterns for DvP

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Black and white abstract design illustrating the concept of tokenization.
Digitalisation

RWA & Tokenization × Commodities. The structural migration of the balance sheet to programmable rails Thesis

The tokenization of real world assets has moved beyond the experimental stage and entered its mass-distribution phase. The market is no longer managed by TVL but by holders: growth now comes from access (distribution), not just size (AUM). The tokenized asset has become a programmable fixed-income instrument, not a speculative vehicle. Key data (August…
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lntélligence artificielle

IA Supercycle CapEx. Stochastic Regime Modeling, Real Options Valuation, and Material Supply Chain Disruption

The statement by the IMF Managing Director, Kristalina Georgieva, that AI-related infrastructure now captures more than 10% of global merchandise trade, and that global AI investment (as a % of GDP) will reach and likely exceed historically allocated levels for railways, power grids, and telecommunications, marks a macroeconomic regime shift of a magnitude equivalent to…
10/07/20260Comments

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

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…
10/01/20260Comments

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