BRUNO P. ALLAIRE

Insights

Insights

Bruno P. Allaire's perspective on capital formation, real-world-asset tokenization, and energy infrastructure for the AI buildout.

Quiet two-story library reading room with long shadows from tall windows

Latest Perspectives

PerspectiveReal-World-Asset Tokenization

Governance Is the Last Mile of Tokenization

Tokenized assets won't be won or lost on-chain. They'll be won or lost in the boardroom, on the quality of governance and disclosure a sponsor is willing to run.

September 17, 2026 · 6 min read

PerspectiveEnergy Infrastructure & the AI Buildout

The Turbine Shortage Is the New Interconnection Queue: Procurement in the AI Era

The buildout's second bottleneck isn't the grid, it's the factory. Turbine and engine lead times now stretch past the interconnection queue itself, and the scarce asset of this era is a manufacturing slot. Projects that solved their power problem will still die waiting for iron.

September 15, 2026 · 11 min read

PerspectiveReal-World-Asset Tokenization

Energy Assets Were Made for Tokenization: Finance Just Hasn't Caught Up

Cash-flowing, measurable, and essential to everything: energy infrastructure is the ideal tokenizable asset class. The technology has been ready for years. What is still catching up is the financial plumbing.

August 13, 2026 · 8 min read

PerspectiveEnergy Infrastructure & the AI Buildout

Funding the Power Gap: Who Finances AI-Era Energy Infrastructure?

Trillions in generation and transmission need is colliding with a project finance model built for nine-figure tickets. The gap won't be filled by banks alone, and that opening is where new capital structures earn their place.

August 11, 2026 · 9 min read

PerspectiveReal-World-Asset Tokenization

Liquidity Without Letting Go: A Realistic Guide to Tokenizing Real-World Assets

Most owners don't need to sell their best asset. They need liquidity from it. Here is how compliant partial tokenization unlocks capital while the owner keeps control.

August 6, 2026 · 8 min read

PerspectiveEnergy Infrastructure & the AI Buildout

The Grid Can't Keep Up With the Model: Siting Power for the AI Era

AI data center demand has collided with a grid built for the last century. The winners won't be whoever announces the biggest campus, they'll be whoever can deliver power on data center timelines instead of utility timelines.

August 4, 2026 · 9 min read

Editorial Pillars

Contributed Articles

Contributed ArticleReal-World-Asset Tokenization

The Future of Blockchain in Real Estate Investment

CXO Dispatch · August 2025

Contributed ArticleBuilding Multi-Industry Companies

How to Build Multi-Industry Companies from the Ground Up

C-Suite Brief · October 2025

Contributed ArticleEnergy Infrastructure & the AI Buildout

How to Integrate Energy Production with Crypto Mining and AI Data Centers

TechBullion · October 2025

Contributed ArticleOil & Gas Markets

How to Maximize Returns in Energy Sector Investments

Randlesham · December 2025

Native articles will be added over time, organized by the editorial pillars above. The pieces currently shown are contributed executive-perspective articles cross-linked from the Press & Media page.

Stay Informed

Get Bruno's next perspective in your inbox