Tokenizing Critical Metals: Finance Meets Net Zero
This short note explores how tokenization could alter the collateral treatment of critical metals, creating internal liquidity advantages well before official rules change.
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Asset Allocation in the Transitory Phases
Here we consider how to position for the collateral mobilization phase, balancing metals, energy, property, & liquidity while preserving optionality in a shifting monetary system.
4. Mapping the Phases of Implementation & Asset Price Outlook
Tokenization reorders markets, sovereign debt gains a structural liquidity premium, real assets consolidate, winners narrow, & speculation meets hard collateral limits.
The Great Gradual Taking & Settlement Anchor Assets
Question Submissions for Q&A: 25th Feb
Strategist members: submit your Q&A questions by 18:00, 22 Feb. Deep research. No surface answers.