Apprendre
Articles de recherche et explications
Des contenus en langage clair de Kresmion Research, de deux types : des études qui font parler les chiffres de nos propres données, et des explications qui enseignent un concept. Information uniquement, Kresmion ne formule aucune recommandation d'achat ou de vente.
Les articles sont publiés en anglais.
Études: ce que montrent les données
Des rapports de données qui font parler les chiffres des propres jeux de données de Kresmion : flux 13F, régime macroéconomique, activité des baleines on-chain, et plus encore. Chaque chiffre est attribué à sa source.
- Bitcoin Is Down 48 Percent From Its Peak. Riot, Galaxy, and Mara Climbed Anyway. The Difference Was AI Data Centers.Lire l'étude →
- Inside Amazon: Where the Money Comes From, Why the Cloud Earns the Profit, and Why It Builds Its Own ChipsLire l'étude →
- Is the 2026 Stock Advance Broad, or Just a Few Names? A Breadth StudyLire l'étude →
- Did the Stocks Hedge Funds Bought Most in Q1 Beat the Market?Lire l'étude →
- The Biggest Bitcoin and Solana Whale Flows on the TapeLire l'étude →
- The US Market Regime Right Now, in NumbersLire l'étude →
- The Stocks Hedge Funds Bought Most in Q1 2026Lire l'étude →
- What Happened to Stocks, Bonds, and Gold After Fed Rate Decisions: 17 Events, 2022 to 2025Lire l'étude →
- Private Credit's Public Shadow: What Institutional Positioning Shows, and What It Can'tLire l'étude →
Explications: comment ça fonctionne
Des définitions en langage clair des indicateurs et des mécaniques qui sous-tendent les données, avec un exemple concret tiré des propres chiffres de Kresmion.
- Three in Four Solana Perp Accounts Are Long. On Binance They Have Been Paid to Hold That Bet for Most of a Month.Lire l'explication →
- What Is the Yield Curve, and What Do Inversion and Steepening Mean?Lire l'explication →
- What Is the Fed Dot Plot? The Summary of Economic Projections, ExplainedLire l'explication →
- What Is Exchange Netflow (and What Whale Self-Transfer Noise Means)?Lire l'explication →
- What Is a Cross-Asset Market Regime Score?Lire l'explication →
- What Is COT Net-Long Positioning, and How Do You Read It?Lire l'explication →
- How to Read a 13F Filing (and What It Doesn't Tell You)Lire l'explication →
- The SpaceX IPO, Explained: $75 Billion Raised, a $1.77 Trillion DebutLire l'explication →