M 货币锚
●- 10y 收益率
- —
- DXY
- 100.88
- 实际利率 (10y TIPS)
- —
- Fed funds rate
- —
Monetary · 10y / DXY / 实际利率 FRED + Yahoo
Observatory
framework v2.0 · M / S / C / L / N / E / P / R / U
S 供需实
●- NVDA
- $195
- MSFT
- $390
- META
- $583
- GOOG
- $356
- AVGO
- $360
- 本周财报
- —
Supply-Demand · AI 7 / 财报 Yahoo Finance
C 资本流
●- stablecoin mcap
- $310B
- DEX vol 24h
- $5.09B
- BTC ETF 7d
- —
- ETH ETF 7d
- —
Capital · ETF / DEX / 稳定币 DeFiLlama
L 微观结构
●- BTC funding 8h
- 0.0076%
- BTC OI (OKX)
- $1.94B
- HL BTC mid
- $62,679
- HL ±2% depth
- $9.4M
Liquidity · OKX funding/OI · HL depth OKX + Hyperliquid
N 叙事
●- 未读 alerts
- 290
- 总情报
- 348
- 总文档
- 19,322
- 活跃信源
- 406
- 平均质量
- 9.0
Narrative · intel-engine / X / SIRS intel-engine
E 预期差
●- Will Brazil win on 2026-07-05?
- 49%
- Brazil vs. Norway: Team to Advan
- 69%
- Mexico vs. England: Team to Adva
- 49%
- Brazil vs. Norway: O/U 2.5
- 26%
Expectation · Polymarket trending Polymarket
P 仓位极
●- Bubble 8 项
- 4/8
- Marks 9 项
- +6
- COT 极端
- —
- funding 拥挤度
- —
Positioning · Bubble / Marks / COT weekly-scan · 2026-05-17 (待同步)
R 反身回路
●- VIX
- —
- HY OAS
- —
- Gold/Oil ratio
- —
- 10y - FF
- —
- VIX-OAS 5d 背离
- —
Reflexivity · VIX / OAS / ratios FRED
U 边界
●- 黄金 vs 实际利率
- —
- 油日变化
- —
- EM 货币状态
- —
- JPY/CHF CFTC
- —
Unknowable · 跨市场背离 FRED 综合
Live 实时盘面 →
TradingView · 重点标的 · 快观察(crypto 实时 / 美股 15min delayed)
Regime History →
Marks 9 项温度计 + Bubble Scanner 8 项 历史变迁
Transmission Map →
C01-C19b 跨市场传导通道 · 季度命中率