Stablecoin State is the thought leadership engine of the practice. The intelligence that informs client work, published in the open.
A weekly institutional publication on stablecoins, tokenisation and the rewiring of the monetary system. Written for CFOs, group treasurers, fund managers and capital markets practitioners: the people making decisions, not reading about them afterwards.
Latest · Issue 13
A two-layer Bayesian model of global monetary strategy. Four actor archetypes. Three emergent end-states. One question every institution will face.
Read the issue →The differentiator is not that we use AI. It is that the capital markets judgment and the AI fluency sit in the same hands. Below are the kinds of workflows we build for client engagements, produced faster and interrogated harder than by hand.
Selectable implied-path charts and rate environment briefs that let a treasury see how the market's view of cuts and hikes has moved, and what it means for their book, at a glance.
Live views of fixed and floating split, hedge coverage and stress scenarios, built to make the shape of the risk legible to a board in minutes rather than a monthly pack.
Rapid, sourced briefs on events that move a portfolio, from a shipping-route disruption to a commodity shock, framed around the exposures that actually matter to the client.
Exposure breakdowns, concentration checks and hedge structuring worked through in hours, so the conversation moves quickly to the decision rather than the spreadsheet.
Illustrative of the workflows built for engagements. Client-specific tools are produced with the client's own data under confidentiality, and are demonstrated live rather than published.
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