Emmanuel Daniel

Sovereign debt default, not private credit, is the next big crisis emmanueldaniel.com/sovereign-debt…

Sovereign debt default, not private credit, is the next big crisis The private credit market in the US, at $1.3 trillion, is the smallest and least systemic of financial asset classes. We have to seriously ask why is the media hyping it up as a potential financial crisis. Sovereign debt and commercial real estate are both much larger and genuinely systemic. As I argue in my essay below, we need to prepare for the correct crisis. #sovereigndebt #commerciallending #middlemarket #jamiedimon #privatecredit emmanueldaniel.com/sovereign-debt…

@SingaporeAir just cancelled my flight to #Dubai and called to say I can book for flights from 8 March onwards. Bummer!

I am in #Zhongguancun, in Beijing. It looks like an extension of the capital, but it plays a distinct role in China’s AI ecosystem. Work here centres on modelling, #algorithms and regulated development, supported by a mix of state funding and venture capital. Other cities specialise differently. What is built here often shapes how China’s AI capabilities scale. #AI #chinatech #beijing #zgc

@ABridgen Sure beats sending them to war!

This is what China showed last night they can do with drones and AI. Take a look ! Please share

See what happened to Sunset Bakery!

AI Agents are the next ownership class of #cryptos and #digitalassets emmanueldaniel.com/2025-was-when-…

By 2025 less than 2% of #Bitcoin addresses controlled over 60 percent of circulating supply. emmanueldaniel.com/2025-was-when-…

For the first time in history, a technology became a trillion-dollar market before becoming a trillion-dollar utility. emmanueldaniel.com/2025-was-when-…

In 2025 global crypto #ETFs and ETPs exceeded $120–150 billion in assets under management. #GoldETF's, took nearly a decade after 2004 to reach similar scale.emmanueldaniel.com/2025-was-when-…

2025 was when the financial markets hijacked the networked economy emmanueldaniel.com/2025-was-when-…

How the network economy is changing banking and finance I spoke with #SteveFisher, host of the #ThinkForward podcast, about how digital finance promised inclusion but delivered monetisation instead. We explored why #CBDCs slowed once banks realised a true CBDC would bypass them, and how tokenised deposits and #stablecoins are quietly reshaping money. I also explained why finance is moving from markets to networks — where value comes from participation and information, not from the transaction itself. It’s a short but important discussion about how the structure of banking and finance is changing under our feet. 👉 Watch the full conversation here: emmanueldaniel.com/how-the-networ… #ThinkForward #SteveFisher #FutureOfFinance #DigitalFinance #CBDC #Stablecoins #TokenisedDeposits #NetworkEconomy #DeFi #Banking #Geopolitics #SovereignDebt #Payments

What happens when the flaw is not in one bank, but in the system itself? From cryptographic bugs to software attacks, the risk in digital currencies is systemic. 📖 Read more in The Great Transition: emmanueldaniel.com/the-great-tran… . #TheGreatTransition #DigitalPayments #CBDC #Cryptocurrency #Fintech #FutureOfFinance #BankingInnovation #FinancialTransformation

Why your #banking app is already irrelevant Banking apps were built to make #digitalfinance look sleek. But that was never the real story. The future of finance is not in the app. It’s in how banking disappears into the flow of daily life — #embedded, #invisible, #inevitable. #MyFWKL #BankNegaraMalaysia #DigitalBanking #Fintech #FutureOfFinance #EmbeddedFinance

India’s balancing act between #QUAD and #SCO is backfiring, critics say neglecting neighbours and leaving space for China to lead. Is India losing the game? 🌍 🔗 Read the full analysis on our site emmanueldaniel.com/indias-losing-…

In my conversation with #ManojKewalramani on #TheGreatPowerShow, I explained how the US #dollar became the world’s dominant currency — not through strategy, but through accident. From #America’s entry into World War II, to the Marshall Plan, and finally leaving the gold standard in 1971, the dollar’s global role was never planned. It emerged from circumstance, and it remains powerful today precisely because, as I often say, “the Americans don’t care.” We also explored what it would take for another currency — whether the #RMB, a #BRICS initiative, or even #stablecoins — to displace the dollar at the centre of global finance. For the full discussion, visit my website: emmanueldaniel.com. #DollarDominance #GlobalFinance #Geopolitics #TAGBlobal

As a business owner in #Singapore, I’ve seen how fast the ground is shifting under our young graduates. Here at Singapore’s Central Business District, I explain why local talent is struggling to find footing in a borderless digital economy — and how employers like me are reconfiguring operations across Asia to stay competitive. Singapore’s high salaries no longer guarantee high #productivity. With digital services unbound by geography, regional peers in #Malaysia, #Vietnam and the #Philippines now do the same jobs faster and at a fraction of the cost. The real challenge isn’t jobs — it’s value. In this video, I explain: 🔹 Why Singapore’s graduates are not getting hired. 🔹 How the talent mismatch plays out in business decisions. 🔹 What rising costs mean for productivity and regional inflation. 🔹 Which jobs remain protected, and which don’t. #Graduates #YouthEmployment #TalentMismatch #DigitalEconomy #Productivity #FutureOfWork #ASEAN

At MyFintech Week 2025, I told the room: 💡The US and China’s macro moves will decide how easy it is to raise capital here. 💡 Banks can be your biggest competitor for funding. 💡 One funded startup can cascade into an entire ecosystem. And then I left them with this: "What is the nature of capitalism in Malaysia?" Think about your answer. #MyFintechWeek2025 #TABGlobal #SebastienPicard #XcudeCo #HanLiu #HalogenCapital #JustinLim #NEXEA #Malaysia #Singapore #US #China

At the #CEIB Lujiazui Forum, I spoke on how the definition of value is shifting from goods to ideas, networks & creativity. China leads in production, but the future rewards participation via #AI,#tokenisation & decentralised finance. 🎥 Watch: emmanueldaniel.com/the-future-won… #TABGlobal