Research Notes · Ticker
ETH
Kresmion Research notes about ETH. Independent, source-attributed, information-only.
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- July 31, 2026The Options Market Prices a Near-Term Bitcoin Dip at Nearly 40 Percent. The Betting Crowd Puts It at 13.
- July 21, 2026Bitcoin and Ethereum Rose This Week While Every Major US Stock Index Fell. The Macro Regime Behind Them Did Not Shift.
- July 14, 2026More Public Companies Filed to Add Ether to Their Balance Sheets Last Month Than Bitcoin. One of Them Now Holds Almost 5 Percent of the Supply.
- July 8, 2026Ether Rose Almost 8 Percent This Week. One Fund Did Most of the ETF Buying, and the Largest Wallets Sent the Most Ether to Exchanges in a Month.
- July 4, 2026Solana, Ether and Cardano Have All Outrun Bitcoin This Week. The Money Behind Them Is Not Coming From the ETFs.
- June 25, 2026Kresmion's Cross Asset Regime Turned Risk-Off Today. Credit Spreads and Recession Bets Have Not.
- June 10, 2026Bitcoin ETFs Shed $3.4 Billion in Twelve Sessions. Futures Traders Are Still Crowded Long.
- June 8, 2026Every Macro Factor Turned Negative This Week. A Hot Jobs Report Was the Trigger.