Seqlense Investment Brief 4
In this 4th edition of the Seqlense newsletter, we focus on a structural shift: the rise of European and French sovereignty as a key investment consideration. This issue explores in particular: ✔️ how European regulatory and industrial choices are reshaping financial markets, ✔️ the connections between AI, critical infrastructures, data, payments and crypto-assets, ✔️ the way MiCA, DORA and national frameworks are redefining the value chain, ✔️ and why reliance on certain non-European infrastructures is increasingly a strategic risk.