S2D Capital Insights

Articles & Analysis

In-depth briefings across crypto regulation, macro policy, commodities, FX, and geopolitics.

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8 articles

Published Research

March 2026 · 35 min

Russia's Oil Machine, Exposed: From the Wellhead to the Yuan Trap

How sanctions, shadow fleets, and a 44% overnight rate reveal the true architecture of global power. Tracked through a single barrel of Russian crude — from Western Siberia to the interbank market in Moscow.

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CommoditiesGeopolitics

March 2026 · 30 min

Europe's Energy System, Decoded: From the Grid to the Trading Floor

How renewables, regulation, and geopolitics are reshaping the continent's energy future. The merit order, Guarantees of Origin, OTC trading, the EU ETS, biomethane, THG-Quoten — and why the Iran war just changed everything.

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CryptoStructure

March 2026 · 25 min

The CLARITY Act: How US Regulation Ushers in the Next Era of Institutional Crypto Adoption

JPMorgan calls it the most important catalyst of the year. Eight key provisions, lessons from the $1.8T crash of 2022, institutional price targets from $150K to $710K, and why this cycle is structurally different.

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Coming Soon

MacroFX

Coming Soon

Fed Pivot or Pause? What Powell's Language Means for Risk Assets

The connection between rate decisions, dollar strength, and crypto allocation — decoded across macro, FX, and digital asset markets.

CommoditiesGeopolitics

Coming Soon

Gold at $3,000: Safe Haven or Bubble? BRICS, Central Banks, and De-Dollarization

Why central banks are buying more gold than since 1967 — and what it means for Bitcoin as a competing store of value.

FXCrypto

Coming Soon

Stablecoins vs. SWIFT: How Digital Dollars Are Disrupting FX Markets

$180B in stablecoins is the elephant in the FX room. The GENIUS Act drives integration between traditional and digital finance.

GeopoliticsMacro

Coming Soon

Trump's 2026 Tariff Escalation: Impact on EUR/USD, Commodities, and Crypto Regulation

How the trade war influences midterms — and why the CLARITY Act window is shrinking faster than markets expect.

StructureCrypto

Coming Soon

Morgan Stanley Digital Trust: $8 Trillion Meets Crypto Infrastructure

The OCC application and what it means for institutional custody, the ETF landscape, and the next wave of Wall Street adoption.