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🏷️ emerging markets

Articles taggedemerging markets

2 posts

Crypto & Digital Assets13 min read

Why Stablecoins Will Be Bigger Than Bitcoin: The 2026 Thesis

Bitcoin is digital gold. Stablecoins are digital money. With a projected $2T market cap by 2028 and potential $3T by 2030, stablecoins may become the most consequential financial innovation since the credit card. Here's my full thesis.

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Energy & Climate8 min read

Beyond Europe: Carbon Markets in China, the US, and Emerging Economies

The EU isn't the only carbon market that matters anymore. China just expanded its ETS to cover 3 billion tonnes of CO2, California is proving cap-and-trade works, and India is launching its own scheme in 2026. Here's a global tour of carbon pricing.

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