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 surged to $76,800-$77,600, gaining 6-8% in 24 hours and 20% for the week. The market saw over $4 billion…
The stablecoin market has crossed a symbolic threshold: a market capitalization of over $315 billion. What was, five years ago,…
The numbers, first. Tokenized real-world assets crossed $30 billion in early 2026, a 300% year-on-year increase : US Treasury debt…
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…
SpaceX is not a blockchain protocol, a crypto cloud, a native DePIN network, or an on-chain payment processor as of…
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…