Thesis. The European Omnibus did not kill ESG: it transformed it from a mass legal obligation into a competitive market…
The macro regime as of September 2, 2026, shows a strong U.S. dollar (DXY at ~99.73-99.80) and rising 10-year U.S.…
The dominant factor in September is not an endogenous crypto narrative but a regime of real rates and geopolitical energy…
The market has exited the capitulation phase of June 2026, where BTC fell below $60k, driven by ETF creations and…
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…