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A stunning aerial view of the iconic Atlantis Hotel on the Palm Jumeirah in Dubai.
Analyse de marchéAnalyse de marché

Measuring crypto outflows from the UAE, particularly after a geopolitical event (Epic Fury) on February 28, 2026

The hypothesis is that crypto flows become a significant channel for High Net Worth Individuals (HNWI) leaving the UAE. The core issue is that direct capital flow data is unobservable, and all available proxies (e.g., exchange volume, on-chain data, stablecoin supply, real estate sales, surveys, suspicious activity reports) suffer from significant biases. These proxies measure…
09/19/20260Comments

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A collection of various cryptocurrency coins including Bitcoin, Ethereum, and Dogecoin.
Cryptos

Stablecoins & CBDC: the programmable currency war enters its terminal phase

Thesis. 2026 marks the global doctrinal shift. Private-regulated dollar (GENIUS Act), public-regulated euro (ECB), public-interest-bearing yuan (PBOC). Stablecoins become a treasury instrument; CBDCs become a sovereignty instrument. Key Data. Stablecoin market: ~$290–321B (USDT ~$184–190B; USDC ~$73B). MiCA: fully applicable since 30/12/2024, transition period ends 01/07/2026; approximately twenty licensed EMTs (USDC, USDG, EURC, EURCV, EURI,…
09/11/20260Comments

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Monochrome image of Ripple coins stacked vertically, symbolizing digital currency.
Cryptos

$315 billion stablecoins: why “trust me” is no longer a reserve policy

The stablecoin market has crossed a symbolic threshold: a market capitalization of over $315 billion. What was, five years ago, a niche tool for crypto traders has become a cash management infrastructure, for funds, fintechs, corporations, and soon, under the effect of the MiCA regulation, for regulated European institutions. Yet the fundamental question remains unchanged:…
08/18/20260Comments

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Cryptos Tech

Formalization, calibration, and integration of PII 1.0 into a risk framework for stablecoin transparency, per BIS June 23, 2026 alert

The press release from the Bank for International Settlements (BIS) acknowledges that the transparency of stablecoin ledgers exposes bank positions to the entire market, dismantling the historical information asymmetry. To quantify this phenomenon and guide investment decisions as well as technological deployment, we have constructed the Proprietary Integrity Index 1.0 (PII 1.0), a normalized composite…
06/25/20260Comments

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Cryptos

Why are hedge funds adopting this new digital currency

Hedge funds are increasingly adopting new digital currencies, primarily stablecoins, due to enhanced capital efficiency, regulatory clarity, and new yield-generating strategies. 1| Capital Efficiency Unlike traditional prime brokerage where collateral is largely immobilized, stablecoins acting as collateral can simultaneously secure derivative positions (perpetuals, options, futures) and generate yield from underlying assets like T-bills. This "working…
05/21/20260Comments

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Cryptos

Analysis of the paradigmatic transition towards a “Digital Bretton Woods” and quantitative modeling of the risks/returns of Real World Asset (RWA) Tokenization

We are not in a classic crypto cycle; we are witnessing the commoditization of the settlement layer. Bretton Woods I (1944) used a gold-pegged dollar settled via correspondent banks (SWIFT/CHIPS). The current regime (post-1971) relies on the petrodollar and sovereign debt. Bretton Woods 2.0 is based on a Dual Pillar Regime: 1. Physical Pillar…
05/18/20260Comments

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Cryptos

Interopérabilité stablecoins et tokenisation RWA dans les infrastructures monétaires d’une finance parallèle prête à l’échelle mondiale

1. Cadre conceptuel. L’interopérabilité stablecoins-RWA comme condition sine qua non du scaling de la finance parallèle L’interopérabilité entre stablecoins (USDT/USDC dominance >85 % du marché, MC ~300 Md$ au 27/03/2026) et RWA tokenisés (TVL distribuée ~26,63 Md$ ex-stablecoins, rwa.xyz) constitue le pont programmable entre liquidité fiat-native et actifs réels fractionnables. Elle transforme les stablecoins…
03/28/20260Comments

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