Category: Crypto

Bitcoin: Double-edged institutionalisation The United States’ recognition of Bitcoin’s legitimacy via the ETFs[1] will be a double-edged sword: it will consolidate the Bitcoin’s value and status in the short term[2]; in the long run, on the other hand, it could result in the United States taking control of this crypto. In terms of recommendations, we […]

Cheap oil is history As demonstrated in our economic panorama, oil prices will remain high in the short and medium term, driven mainly by the coordinated action of Russia and Saudi Arabia. What we need to remember about the BRICS+ expansion is that the United States is losing influence over the oil market. This trend […]

Gold-Yuan-Euro-Pound – Reserve value: Follow the central banks //  Crypto vs USA: War is declared! //  Cyber attacks: The worst is yet to come //  Towards an “Insurance Run”? //  Real estate: Prepare for the changeover //  Bonds are back: One investment opportunity (at least) //  __________________ Gold-Yuan-Euro-Pound – Reserve value: follow the central banks […]

Never let a crisis go to waste. The US regional banking crisis continues to gather pace. As out of control as the situation seems, our team believes that the American and European political and financial authorities see it as a necessary evil to reinvent their economic system. This reinvention is a matter of survival for […]

Back to reality and the end of the cheap economy //  Bitcoin vs. other cryptos //  Real estate: A slump that can be taken advantage of? //  AI – Invest in your skills //  Elon Musk will most likely be the man of the year: All his companies are worth watching //  Back to reality […]

Gold, Bitcoin: Focus on traditional investments // Yen, the first pawn to fall? // End of combustion engines in 2035 // Oil: The rise continues Gold, Bitcoin: Focus on traditional investments For the markets, a (long) period of mistrust and uncertainty is definitely setting in. Between inflation and rising rates, against a backdrop of heightened […]

Financial markets: Back to reality // Cryptos: Seizing opportunities // Art Market: Options for all types of buyers // Lithium: Mining and processing, two different investments //  ______________________ Financial markets: Back to reality Netflix’s recent setbacks[1] in the financial markets and Saudi Aramco’s performance in overtaking Apple[2] as the world’s largest market capitalisation are two […]

Meta/Facebook: Complications in sight Mark Zuckerberg’s life has never been more complicated. Even he is questioning his free advertising-based model[1] and is moving towards a Netflix-like model. Officially, he is facing a crossfire of regulations, a shrinking subscriptions base, the arrival of Web3 challenging all his fundamentals, and more recently the loss of a quarter […]

This geographical timeline and ranking has been developed primarily on the basis of researches carried out by the Atlantic Council (CBDC Tracker) and Madhvi Mavadiya (published in finextra). Based on this data, we have attempted to position the prospects of central bank digital currency (CBDC) projects over time. The creation of a digital currency essentially […]

The Fed published last month a timid report assessing the risks and opportunities of developing a central bank digital currency (CBDC).[1] The document, marked by caution and patience, insisted that it was by no means a launch announcement and that nothing would be undertaken without clear and strong government and public support. With sharp divisions […]

The monetary paradigm shift initiated around 2014 by China as part of the dual trend of “multipolarisation + digitalisation” is now launched at full speed. The followed paths are various, leading mid-term (2022-2025) to a global monetary dislocation with four main categories mentioned further below. The end of capital immobilisation The economy needs consumers. States […]

Crypto-currencies: Maximum mistrust // Dollar : Standardisation // Technology stocks: Too virtual // Iron ore: Volatility in sight // Oil: Agility, security //  If the “back to basics” trend that we have been observing for several months starts to dominate, as our research on energy and commodities seems to suggest, here is a new set […]

– > Currencies: Landslide – > Oil: Fire-exposed – > Raw materials: Heavy stuff – > Big Tech: Turnaround in sight – > Pharma: Run away – > Beijing Olympic Games: Benchmark   Currencies: Landslide According to our team, there is little doubt to be seen in the downward trend of the US dollar in […]

It’s time to update our “money digitalisation” trend. If everything has taken the direction we anticipated two years ago, [1]  these experiments seem to have a hard time coming out into the open: . The digital Yuan is in the live-test phase in certain cities, such as Shenzhen – which as pilot-city is highly compatible […]

Last month, thanks to our junior team, we explored the mysteries of the cyber world. This first visit was very fruitful and is already taking us to a new set of anticipations. Criminal and terrorist organisations, secret surveillance-intelligence-operation agencies, communities of hackers, dealers… the fauna that populates this shadowy world is far from advised company. […]

Oil: Displacement of another centre of gravity China, the largest importer of oil, is about to finalise the security of its energy supply system. Its strategy is based on the diversification of resources (nuclear in particular), but as oil remains key to the stabilisation of the world economy, there is no question of leaving it […]

Digital data is the new black gold; the adage is familiar, but the stakes involved less so. With the COVID-19 pandemic, the world has achieved a two-year digital transformation within two months, says Satya Nadella, head of Microsoft. [1] In fact, the numbers are dizzying: before the health crisis, the Zoom videoconferencing platform had some […]

Insurances – The end of the system as we knew it According to Lloyd’s of London, the insurance industry will have to pay out $203 billion this year and professionals reckon that this pandemic represents the biggest catastrophe their sector has ever suffered. This economic crisis will be coupled with an existential crisis linked to […]