Steelldy-Indices

The $16 Trillion Question: Who Measures Tokenization?

The numbers, first. Tokenized real-world assets crossed $30 billion in early 2026, a 300% year-on-year increase : US Treasury debt…

2 months ago

Tokenized Municipal Micro-Bonds

Tokenized Municipal Micro-Bonds. We use the XRPL infrastructure to issue tokenized bonds funded by urban tolls… and local property taxes…

2 months ago

Gold as an Implicit Call Option on Fiat Collapse: A Model-Driven Analysis

According to the methodology of Dixit and Pindyck (1994), gold contains an implicit call option on the collapse of the…

2 months ago

RWA Treasuries: The High-Stability, High-Yield Foundation for Modern Crypto Strategies

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…

2 months ago

Why Gold’s Low Sharpe Ratio Masks Its True Value as a Strategic Tail-Risk Hedge

Gold (Sharpe 0.4-0.7, Volatility 12-15%) acts as a reserve asset, inversely correlated with the DXY. Its low Sharpe ratio is…

2 months ago

Beyond the Sharpe Ratio: Why Tail-Risk Hedging Is Essential in Bitcoin’s Fat-Tailed Markets

A long-only Bitcoin strategy with a target Sharpe ratio of 0.8–1.2 and 60–70% volatility is an inherently risky proposition. The…

2 months ago

Profitability and margin structure. Quantified comparison of SpaceX (Q2 2026) vs hyperscaler models (AWS, Azure/Microsoft Cloud, Google Cloud, Meta AI infrastructure).

https://www.steelldy-indices.com SpaceX has a gross margin of 55.3%, but negative operating and net margins (-1.8% and -6.9%). Only Starlink connectivity…

2 months ago

Structured Quantitative Financial Analysis of SpaceX. Consolidated Accounts for Q2 2026 (period ended June 30, 2026)

Revenue decomposition and growth dynamics for Q2 FY26 Consolidated revenue reached 7,814, representing a 91.94% year-over-year increase from 4,071. The…

2 months ago

Dr. Copper & Global Recession Risk

Executive Summary Copper ("Dr. Copper") remains a useful leading indicator of global industrial activity due to its ubiquitous use (power…

2 months ago

The ETH/BTC ratio currently stands at approximately 0.0292–0.0293

The ETH/BTC ratio currently stands at approximately 0.0292–0.0293 (early August 2026), meaning one Ethereum is worth about 2.92–2.93% of one…

2 months ago