Research & Insights for Digital Asset Professionals

Explore our in-depth analysis on crypto infrastructure, institutional reporting and operational strategies for digital asset professionals.

Institutional articles on crypto infrastructure, reporting, governance, market intelligence and operational strategy.

78 articles

regulatory

Crypto service providers and CARF: obligations and preparation

Exchanges, brokers, custodians: CARF imposes new obligations for collecting and reporting crypto-assets. What service providers must structure before 2027.

regulatory

Self-custody wallets and CARF: traceability and data retention

Self-custody wallets raise a central CARF question: who collects and who reports? Traceability, data retention and practical implications for family offices.

regulatory

Swiss CARF calendar 2026-2028: key dates for family offices

Switzerland will activate CARF no earlier than 1 January 2027, with first automatic exchanges in 2028. Detailed calendar, frozen partner-state list and preparation actions for family offices.

regulatory

What Is a Crypto Family Office? Definition and Missions

A crypto family office applies traditional family office governance to digital assets: consolidated view, beneficiary separation, multi-wallet tracking and regulatory compliance.

Fractured US dollar statue submerged amid turbulent ocean and floating crypto icons Sofia Report

Flash Note — Macro Stress: US Debt, Geopolitical Tensions & Asset Rotation

Dette US record + tensions Moyen-Orient + flux macro/crypto. Événement clé: La combinaison d’une dette US record, d’interventions inédites sur le marché obligataire et d’une escalade géopolitique au Moyen-Orient provoque une rotation brutale des flux : fuite du dollar, bond des a

Stylized illustration symbolizing rising yields, energy tension, and crypto regulation Sofia Report

Flash Note — Rising Yields, Energy Tensions and Crypto Regulation: A Convergence of Macro Risks

Hausse taux US + énergie + régulation crypto. Événement clé: Hausse persistante des rendements US, tensions sur l’énergie et accélération de la régulation crypto créent un environnement de marché instable, marqué par des rotations sectorielles et une volatilité accrue.. Le signal

Contemplative woman amid symbolic financial stress and sectoral frictions illustration Sofia Report

Flash Note — Financial Stress and Sector Frictions: Banks, Crypto, Consumption

Tensions financières + crypto + consommation. Événement clé: Multiplication des signaux de stress financier et sectoriel : hausse des taux, faillites, et repositionnement institutionnel sur la tech et la crypto.. Le signal agrégé pointe vers une phase de stress financier latent,

Vintage scale balancing US Treasury bonds against fading crypto tokens at twilight Sofia Report

Flash Note — Record Long-Term Yields, Crypto Under Pressure, Rotation Toward Yield

Taux longs records + crypto sous pression + ruée vers rendement. Événement clé: Les taux longs mondiaux atteignent des sommets historiques, exerçant une pression sur les actifs risqués, notamment la crypto, et provoquant une rotation marquée vers les produits à rendement élevé..

Futuristic semiconductor chip with satellite and crypto spheres symbolizing sector rotation Sofia Report

Flash Note — Sector Rotation: AI Tech/Semis Outperform, SpaceX and IBM Disappoint

Résilience tech, volatilité croissance, macro US mitigée. Événement clé: Les marchés actent une rotation sectorielle majeure : la tech IA/semiconducteurs bénéficie d’un regain de confiance institutionnelle, tandis que SpaceX et IBM subissent des corrections violentes, révélant un

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