M 货币锚
●- 10y 收益率
- 4.47%
- DXY
- 99.61
- 实际利率 (10y TIPS)
- 2.15%
- Fed funds rate
- 3.63%
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
- $207
- MSFT
- $394
- META
- $600
- GOOG
- $371
- AVGO
- $377
- 本周财报
- —
Supply-Demand · AI 7 / 财报 Yahoo Finance
C 资本流
●- stablecoin mcap
- $314B
- DEX vol 24h
- $6.61B
- BTC ETF 7d
- —
- ETH ETF 7d
- —
Capital · ETF / DEX / 稳定币 DeFiLlama
L 微观结构
●- BTC funding 8h
- -0.0029%
- BTC OI (OKX)
- $1.99B
- HL BTC mid
- $65,017
- HL ±2% depth
- $12.5M
Liquidity · OKX funding/OI · HL depth OKX + Hyperliquid
N 叙事
●- 未读 alerts
- 283
- 总情报
- 330
- 总文档
- 17,636
- 活跃信源
- 406
- 平均质量
- 9.0
Narrative · intel-engine / X / SIRS intel-engine
E 预期差
●- US x Iran permanent peace deal b
- 100%
- Will there be no change in Fed i
- 100%
- Will the Fed increase interest r
- 0%
- US x Iran permanent peace deal b
- 100%
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 · 2026-06-01 (待同步)
R 反身回路
●- VIX
- 16.20
- HY OAS
- 271bps
- Gold/Oil ratio
- 45.8
- 10y - FF
- 0.84%
- VIX-OAS 5d
- -18/-3%
Reflexivity · VIX / OAS / ratios FRED
U 边界
●- 黄金 vs 实际利率
- 金↑/实↓
- 油日变化
- +0.7%
- 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