Thesis. The 2026 AI cycle shifts from conversational models to "digital workers" (agents) and physical AI (robots, driving, inspection); value…
Thesis. Two "invisible" projects converge in 2026: the completion of the licensed perimeter under MiCA (crypto) and the ISO 20022…
Bitcoin rallied 6% in the week of August 19, triggered by a yields at their highest since 2007, seen as…
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…
Price is the last indicator to move The stablecoin market has reached a new milestone: over $315 billion in total…
Global real estate remains the dominant asset class, valued at approximately $393-448 trillion (Savills, 2026 estimates), about 3.3 times the…
SpaceX (SPCX) faces a probable short-term correction of ≥30% (62-78% probability) from current levels (~$141-146), driven by negative convexity, retail…
Tokenized Municipal Micro-Bonds. We use the XRPL infrastructure to issue tokenized bonds funded by urban tolls… and local property taxes…
According to the methodology of Dixit and Pindyck (1994), gold contains an implicit call option on the collapse of the…