1.1 Bitcoin. Core Collateral, Not an Alt Price sits below the self-custody cost basis shelf (~$80.8k) and under the Glassnode…
Bitcoin rallied 6% in the week of August 19, triggered by a yields at their highest since 2007, seen as…
Private credit funds face significant 2026 risks from two AI-related channels: disruption to software borrowers and demand shortfalls in AI…
EXECUTIVE SUMMARY. QUANTITATIVE FINANCE Contagion in AI financing cannot be understood through valuation levels or even growth rates. It is…
Circular financing in the AI sector refers to a tightly interlinked system of equity investments, compute commitments, guarantees, and off-balance-sheet…
Bitcoin surged to $76,800-$77,600, gaining 6-8% in 24 hours and 20% for the week. The market saw over $4 billion…
X Money, operated by X Payments LLC, is not a bank but a licensed money transmitter. It partners with Cross…
Price is the last indicator to move The stablecoin market has reached a new milestone: over $315 billion in total…
Central bank digital currencies have a communication problem. Every central bank publishes pilots, speeches and consultation papers, an endless stream…
Global real estate remains the dominant asset class, valued at approximately $393-448 trillion (Savills, 2026 estimates), about 3.3 times the…