As of September 22, 2026, the total crypto market cap is approximately $2.9–3.0 trillion, with Bitcoin dominance around 58–59% and a high Fear & Greed Index of 78, indicating a regime where tight stops are likely to be hunted. Trading volumes are elevated at roughly $150 billion in 24 hours.
Key asset prices are: BTC…
The Federal Reserve's decision to raise interest rates by another 25 basis points has drawn market attention, with 10-year Treasury yields exceeding 5%.
However, Laurent Morel believe investors are overemphasizing the Fed's actions. While central banks can influence demand through borrowing costs, they cannot address physical supply constraints, no rate hike can produce an extra…
Summary. Quantitative Analysis of Gold Performance (+123% Since September 2023) and 2026-2027 Projections Post-Fed Decision
A. Executive Summary.
Gold spot price (Sept 18, 2026): $4,344.67, consolidating post-Fed.
- Performance since Sept 2023: +125%, indicating a structural bull market.
- Fed decision (Sept 16, 2026): Raised rates by 25 bps to 3.75-4.00%, the first hike since…
EXECUTIVE SUMMARY
Imaru Casanova, precious metals portfolio manager at VanEck, describes the recent correction in gold as "noise." This stance, far from being naive optimism, is based on rigorous quantitative analysis that we have reconstructed and validated using our internal engines (Steelldy 12.4, Steelldy Behavioral Matrix 2.1, Mosaic Theory 4.2).
The conclusions are…
https://www.steelldy-indices.com
Despite acknowledging potential short-term headwinds, analysts remain broadly optimistic about gold's future price trajectory, with many expecting continued growth over the next several years. The path to $6,000 per ounce remains open, even after a correction in 2026. Central banks continue to diversify their reserves aggressively, a major driver of demand. After the escalation…
UBS has lowered its 2026 gold price target to $5,500 from $5,900, citing higher Treasury yields and a stronger dollar. Analysts Dominic Schnider and Wayne Gordon at UBS noted that "alternative costs" are becoming more significant as real interest rates remain high, making non-yielding assets like gold less attractive. However, the core reasons for a…
UBS a publié un commentaire sur les métaux précieux intitulé "From the Ground :Gold demand from China likely to persist", se basant sur des entretiens récents avec des acteurs du marché chinois. Le rapport de l'analyste Joni Teves souligne que la demande chinoise reste un soutien clé pour l'or, malgré une faiblesse des prix à…
Project Agorá (Greek for “marketplace”) is a major BIS Innovation Hub initiative launched in April 2024. It is a public-private collaboration exploring the tokenization of wholesale central bank money (wCBDC or tokenized reserves) and commercial bank deposits on a multi-currency unified ledger—a programmable platform—to improve wholesale cross-border payments while preserving the two-tier monetary system (central…
Technical details on smart contracts for Ethereum-based repo tokenization pilots (e.g., Société Générale–Forge/Banque de France 2024 repo, UBS, Les Gardiennes collaborations, and related UBS uMINT/Project Guardian work) are not fully open-sourced or published in complete audited code form. These are institutional, regulated deployments focused on compliance, so details come from whitepapers, audits, press releases, and…
Ethereum-based repo (repurchase agreement) tokenization pilots are primarily led by major European and Swiss institutions, building on 2024 experiments and advancing into collaborative explorations and deployments by early 2026. These focus on using Ethereum's public blockchain for collateral (e.g., tokenized bonds or funds), with interoperability to central bank systems for CBDC settlement, aiming to automate…
Analyse de marché