Weekly and monthly market analysis compiled from daily signals
7 articles
Mortgage rates dropped 98 basis points, Russia’s oil revenue plunged 46%, and global energy markets felt the weight of monetary easing and geopolitical shifts. These signals suggest a changing financial landscape, with significant implications for energy financing and fintech innovation.
Record-high demand, new battery projects, and tight system margins defined the GB energy market this week. With prices spiking to £1,040/MWh and interconnectors playing a critical role, the need for flexible assets like battery storage has never been greater.
From JPMorgan deploying JPM Coin on privacy-focused rails to Stripe embedding stablecoins in billing loops, this week marked a decisive shift in stablecoin infrastructure. With the market approaching $1 trillion and regulatory clarity advancing, stablecoins are evolving from speculative tools to programmable financial plumbing.
Trump’s policy interventions, including proposed interest rate caps and pressure on the Federal Reserve, are sending ripples through financial and energy markets. Meanwhile, stablecoins and blockchain infrastructure are gaining traction, posing both opportunities and threats to traditional systems. Here’s what you need to know.
Stablecoin infrastructure reached $310 billion as programmable settlement rails gained traction, while institutions like JPMorgan and Visa pushed tokenization into public networks. December marked a pivotal month for blockchain integration and TradFi disruption, setting the stage for 2026 convergence.
Severe cold snaps, record-breaking demand, and critical battery expansions shaped the GB energy market over the past two weeks. With over 1.4 GWh of new storage capacity and volatility amplifying wholesale prices, the energy storage market is seeing unprecedented momentum.
A $1B investment into AI-energy infrastructure by OpenAI and SoftBank, Fed rate cut expectations for 2026, and Nvidia's $3B AI acquisition are reshaping how energy markets and fintech intersect. From predictive analytics to renewable financing, the implications are vast.
