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研究论文与科普文章
来自 Kresmion Research 的通俗易懂内容，分为两类：基于我们自有数据进行量化分析的研究，以及讲解某一概念的科普文章。仅供参考，Kresmion 不提供任何买入或卖出建议。
文章以英文发布。
研究：数据揭示了什么
基于 Kresmion 自有数据集进行量化分析的数据报告：13F 资金流向、宏观环境、链上巨鲸活动等。每个数字均标注出处。
- Bitcoin Is Down 48 Percent From Its Peak. Riot, Galaxy, and Mara Climbed Anyway. The Difference Was AI Data Centers.阅读研究 →
- Inside Amazon: Where the Money Comes From, Why the Cloud Earns the Profit, and Why It Builds Its Own Chips阅读研究 →
- Is the 2026 Stock Advance Broad, or Just a Few Names? A Breadth Study阅读研究 →
- Did the Stocks Hedge Funds Bought Most in Q1 Beat the Market?阅读研究 →
- The Biggest Bitcoin and Solana Whale Flows on the Tape阅读研究 →
- The US Market Regime Right Now, in Numbers阅读研究 →
- The Stocks Hedge Funds Bought Most in Q1 2026阅读研究 →
- What Happened to Stocks, Bonds, and Gold After Fed Rate Decisions: 17 Events, 2022 to 2025阅读研究 →
- Private Credit's Public Shadow: What Institutional Positioning Shows, and What It Can't阅读研究 →
科普：其运作原理
通俗易懂地定义数据背后的指标与机制，并附有基于 Kresmion 自有数据的实例分析。
- Three in Four Solana Perp Accounts Are Long. On Binance They Have Been Paid to Hold That Bet for Most of a Month.阅读科普文章 →
- What Is the Yield Curve, and What Do Inversion and Steepening Mean?阅读科普文章 →
- What Is the Fed Dot Plot? The Summary of Economic Projections, Explained阅读科普文章 →
- What Is Exchange Netflow (and What Whale Self-Transfer Noise Means)?阅读科普文章 →
- What Is a Cross-Asset Market Regime Score?阅读科普文章 →
- What Is COT Net-Long Positioning, and How Do You Read It?阅读科普文章 →
- How to Read a 13F Filing (and What It Doesn't Tell You)阅读科普文章 →
- The SpaceX IPO, Explained: $75 Billion Raised, a $1.77 Trillion Debut阅读科普文章 →