Research Notes · Theme

Macro

Kresmion Research notes on macro. Independent, source-attributed, information-only.

• June 1, 2026
  Risk Appetite Rebounded in May. It Skipped Bitcoin.
• May 31, 2026
  Risk Comes Out of the System: Positioning Capitulates as the Oil Shock Fades
• May 30, 2026
  Accumulation Without Conviction: Bitcoin Inflows Build, the Market Stays Skeptical
• May 28, 2026
  Neutral Macro Regime Amid Elevated Volatility and Geopolitical Tensions