Seqlense Investment Brief 35 - EN
Seqlense Investment Brief 35 Investment Brief #35 documents the return of the price of risk. The ten-year US Treasury has crossed 5%, the ECB has raised its rates by 25 basis points and long yields are climbing across developed economies, while US equities remain near their highs on AI-driven earnings expectations. In parallel, ESMA's TRV Risk Monitor warns that the interconnection between crypto-assets and traditional finance is becoming a supervisory concern: the convergence of traditional finance, crypto and technology also means a convergence of risks. Strategic takeaway: the market is entering a phase of selection, where sustainability matters more than disruption.
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About the author
Cécile Henry
Regulatory and compliance expert at Seqlense. Cécile authors every Seqlense Note — bringing hands-on experience and a pragmatic approach to regulatory analysis, with a focus on real operational impact rather than abstract theory. Her work covers French, Luxembourg and Belgian regulators, EU frameworks (MiCA, DORA, AML), and the operational reality of compliance in financial services and crypto.
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