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Research Notes · Theme
Macro
Kresmion Research notes on macro. Independent, source-attributed, information-only.
- June 1, 2026Risk Appetite Rebounded in May. It Skipped Bitcoin.
- May 31, 2026Risk Comes Out of the System: Positioning Capitulates as the Oil Shock Fades
- May 30, 2026Accumulation Without Conviction: Bitcoin Inflows Build, the Market Stays Skeptical
- May 28, 2026Neutral Macro Regime Amid Elevated Volatility and Geopolitical Tensions
