Analysis

Central banks are increasing their gold reserves, while the share of the dollar in global currency reserves is gradually declining. But does this mean real de-dollarization? We analyze data from the IMF, ECB, BIS, and Fed, separating gold purchases from revaluation effects, comparing strategies of the largest central banks, and determining whether gold is truly displacing the dollar from the global reserve system.

Markets entered 2026 with expectations of lower rates, but a new surge in inflation changed the scenario. We analyze what is behind the rise in prices, why the Fed, ECB, and other central banks are tightening policy again, and whether the energy shock can turn into a sustained inflation wave.

Spot ETFs, institutional investors, and corporate treasuries have already transformed the Bitcoin market. However, for a new phase of BTC growth, additional capital is needed. We explore who might become the next major Bitcoin buyer, how sustainable current demand is, and where a new wave of money might come from.

Bitcoin was created as a system to store and transfer value without banks and other financial intermediaries. A decade and a half later, the world's largest asset managers offer access to BTC through ETFs, institutional investors include it in portfolios, and the asset's dynamics increasingly depend on the overall situation in financial markets. Has Bitcoin become digital gold, or is its success gradually turning an alternative to the traditional system into just another tool of that system?

Fed, ECB, the return of Chinese exchanges, OPEC+ decision, and new signals for Bitcoin. We analyze the main events that will influence the markets from October 5–11.

Financial markets are gradually moving towards a model where trading can continue without interruption. Cryptocurrencies have already demonstrated the possibilities of a 24/7 market, but will such a model become the future for stocks and other assets, or will liquidity and regulatory constraints maintain traditional trading hours?

Silver finds itself caught between two forces: high Fed rates exert pressure on the metal, while limited supply supports long-term investor interest. We explore the factors that may determine the future price movement.