Alkemya Insights Editorial authority on regulated digital securities, precision metals, and the architecture of 21st-century value. https://alkemyainsights.com/ 2026-04-20T17:52:34.981Z Week 18 · CNAD regulatory framework — six-month review. https://alkemyainsights.com/briefs/2026-w18-cnad-regulatory-framework/ 2026-05-04T00:00:00.000Z 2026-05-04T00:00:00.000Z KTS Editorialhttps://alkemyainsights.com/authors/kts-editorial/ El Salvador’s digital-asset regulator as a progressive, purpose-built supervisor. The case for precision metals as a 21st-century strategic reserve. https://alkemyainsights.com/insights/prof-ramamurty/case-for-precision-metals-strategic-reserve/ 2026-05-02T00:00:00.000Z 2026-05-02T00:00:00.000Z Professor Upadrasta Ramamurtyhttps://alkemyainsights.com/authors/prof-ramamurty/ Not a commodity argument — an industrial-sovereignty argument. The Tier-1 counsel stack: CMS DeBacker, Dentons, CNPLaw, Foley & Lardner. https://alkemyainsights.com/insights/carlo-della-peruta/the-tier-1-counsel-stack/ 2026-04-30T00:00:00.000Z 2026-04-30T00:00:00.000Z Carlo Guido Della Perutahttps://alkemyainsights.com/authors/carlo-della-peruta/ How four firms, across four jurisdictions, built the legal perimeter of a regulated digital security. EMI shielding from first principles. https://alkemyainsights.com/insights/prof-ramamurty/emi-shielding-from-first-principles/ 2026-04-28T00:00:00.000Z 2026-04-28T00:00:00.000Z Professor Upadrasta Ramamurtyhttps://alkemyainsights.com/authors/prof-ramamurty/ How magnetic permeability, electrical conductivity, and skin depth conspire to make nickel a near-ideal shielding material across RF and microwave frequencies. The custody problem — and its Swiss answer. https://alkemyainsights.com/insights/carlo-della-peruta/the-custody-problem-and-its-swiss-answer/ 2026-04-27T00:00:00.000Z 2026-04-27T00:00:00.000Z Carlo Guido Della Perutahttps://alkemyainsights.com/authors/carlo-della-peruta/ Why Swiss-licensed qualified custodians are the currently-available institutional custody layer for tokenised securities. Week 17 · Semiconductor materials inflation and nickel substrates. https://alkemyainsights.com/briefs/2026-w17-semiconductor-materials/ 2026-04-27T00:00:00.000Z 2026-04-27T00:00:00.000Z KTS Editorialhttps://alkemyainsights.com/authors/kts-editorial/ Where materials costs are accruing in the semi supply chain. The Singapore–El Salvador–London triangle. https://alkemyainsights.com/insights/tim-jacobs/the-singapore-el-salvador-london-triangle/ 2026-04-25T00:00:00.000Z 2026-04-25T00:00:00.000Z KTS Editorial Deskhttps://alkemyainsights.com/authors/tim-jacobs/ Multi-jurisdictional regulatory arbitrage is not arbitrage. It is resilience. Why NP1 nickel wire outperforms platinum in hydrogen electrolysers. https://alkemyainsights.com/insights/prof-ramamurty/why-np1-wire-outperforms-platinum/ 2026-04-24T00:00:00.000Z 2026-04-24T00:00:00.000Z Professor Upadrasta Ramamurtyhttps://alkemyainsights.com/authors/prof-ramamurty/ A materials trade-off that the hydrogen build-out is about to rediscover. What institutional DD looks like in a regulated digital security. https://alkemyainsights.com/insights/carlo-della-peruta/what-institutional-dd-looks-like/ 2026-04-23T00:00:00.000Z 2026-04-23T00:00:00.000Z Carlo Guido Della Perutahttps://alkemyainsights.com/authors/carlo-della-peruta/ A 14-point checklist from the issuer side. Reading the Luxembourg SCSp. https://alkemyainsights.com/insights/tim-jacobs/reading-the-luxembourg-scsp/ 2026-04-22T00:00:00.000Z 2026-04-22T00:00:00.000Z KTS Editorial Deskhttps://alkemyainsights.com/authors/tim-jacobs/ How Luxembourg’s Special Limited Partnership became the default legal vehicle for institutional-grade digital securities. Week 16 · European hydrogen build-out reaches first-order nickel demand inflection. https://alkemyainsights.com/briefs/2026-w16-european-hydrogen-buildout/ 2026-04-20T00:00:00.000Z 2026-04-20T00:00:00.000Z KTS Editorialhttps://alkemyainsights.com/authors/kts-editorial/ EU electrolyser-capacity announcements through Q1 imply a nickel-wire feedstock requirement that exceeds current announced precision-wire capacity by an order of magnitude. Contract pricing is beginning to reflect it. From –196 °C to 1,000 °C: aerospace structural integrity of ultra-pure nickel. https://alkemyainsights.com/insights/prof-ramamurty/from-minus-196-to-1000-celsius/ 2026-04-19T00:00:00.000Z 2026-04-19T00:00:00.000Z Professor Upadrasta Ramamurtyhttps://alkemyainsights.com/authors/prof-ramamurty/ Cryogenic tankage and hot-section turbine structures impose opposite constraints. Ultra-pure nickel and its alloy family meet both — and why that matters for a regulated digital security backed by aerospace-grade feedstock. What Bitcoin taught us — and what regulated digital securities take from here. https://alkemyainsights.com/insights/tim-jacobs/what-bitcoin-taught-us/ 2026-04-18T00:00:00.000Z 2026-04-18T00:00:00.000Z KTS Editorial Deskhttps://alkemyainsights.com/authors/tim-jacobs/ Sixteen years of bearer digital instruments have produced a set of lessons that Reg-S-compliant tokenised LPs can now apply at institutional scale — lessons about scarcity, custody, settlement, and narrative. Governance for tokenised LPs. https://alkemyainsights.com/insights/carlo-della-peruta/governance-for-tokenised-lps/ 2026-04-17T00:00:00.000Z 2026-04-17T00:00:00.000Z Carlo Guido Della Perutahttps://alkemyainsights.com/authors/carlo-della-peruta/ On-chain transferability does not remove the need for limited-partnership governance. It changes where that governance lives and who can verify it. What 99.99% purity actually means. https://alkemyainsights.com/insights/prof-ramamurty/what-99-99-percent-purity-actually-means/ 2026-04-14T00:00:00.000Z 2026-04-14T00:00:00.000Z Professor Upadrasta Ramamurtyhttps://alkemyainsights.com/authors/prof-ramamurty/ A materials scientist’s explanation of the NP1 grade, the GOST 492 standard, and why precision nickel is priced unlike commodity nickel. Preferred returns, waterfalls, and carry: reading ALKN’s capital structure as a limited partner. https://alkemyainsights.com/insights/carlo-della-peruta/preferred-returns-waterfalls-and-carry/ 2026-04-13T00:00:00.000Z 2026-04-13T00:00:00.000Z Carlo Guido Della Perutahttps://alkemyainsights.com/authors/carlo-della-peruta/ The capital structure of a tokenised LP is not new. The transparency of it is. Here is how to read the ALKN waterfall the way an institutional allocator would. Week 15 · Indonesian export-ban spillover tightens Class-1 nickel supply. https://alkemyainsights.com/briefs/2026-w15-indonesia-export-ban/ 2026-04-13T00:00:00.000Z 2026-04-13T00:00:00.000Z KTS Editorialhttps://alkemyainsights.com/authors/kts-editorial/ Indonesia’s expanded unprocessed-ore export restriction has moved through refineries faster than consensus modelling expected; Class-1 availability for Western electrolyser and aerospace buyers is visibly tighter. The architecture of a regulated digital security. https://alkemyainsights.com/insights/tim-jacobs/the-architecture-of-a-regulated-digital-security/ 2026-04-16T00:00:00.000Z 2026-04-12T00:00:00.000Z KTS Editorial Deskhttps://alkemyainsights.com/authors/tim-jacobs/ How ALKN’s multi-jurisdictional structure solves the three problems RWA tokenisation has, so far, failed to solve for: primary-law basis, institutional custody, and secondary-market liquidity. Nickel — the silent metal quietly powering the 21st-century technology boom. https://alkemyainsights.com/insights/prof-ramamurty/nickel-the-silent-metal/ 2026-04-18T00:00:00.000Z 2026-04-10T00:00:00.000Z Professor Upadrasta Ramamurtyhttps://alkemyainsights.com/authors/prof-ramamurty/ From hydrogen electrolysers to EMI shielding, aerospace alloys to compound semiconductors, ultra-pure nickel is the material layer under a generation of technologies. Why the market has not yet noticed. Why Alkemya Metacore chose a Luxembourg SCSp. https://alkemyainsights.com/insights/carlo-della-peruta/why-alkemya-metacore-chose-a-luxembourg-scsp/ 2026-04-17T00:00:00.000Z 2026-04-09T00:00:00.000Z Carlo Guido Della Perutahttps://alkemyainsights.com/authors/carlo-della-peruta/ A first-principles explanation — from the issuer — of why the Société en Commandite Spéciale is the right legal vehicle for a tokenised limited-partnership interest held by non-US qualified investors.