主题
我们发布的全部 positioning 内容——5 篇文章，最新在前。
- 已发布文章
- 阅读 13 分钟
Crypto funding rates and open interest: the pair, the units, and the plumbing
Crypto funding rates price leverage, open interest counts it. Reading the pair across four venues, why raw rates are not comparable, and what the collection layer decides.
- crypto
- market structure
- positioning
- 阅读 7 分钟
Seven ways copying a wallet goes wrong
Survivorship, one-legged positions, a spread you cross twice and a horizon that is not yours. Seven ways a copied position stops resembling the one it was copied from.
- prediction markets
- wallets
- positioning
- 阅读 13 分钟
Prediction market signals: what a hit rate is worth without its denominator
What a prediction market signal actually is, how a hit rate is built, and why a percentage published without its coverage and its sample size is not a measurement.
- prediction markets
- measurement
- positioning
- 阅读 7 分钟
Why most prediction-market traders lose money
Bloomberg put the net loss across ~2 million Polymarket addresses at $131M. The mechanisms behind that number are specific, measurable, and mostly cost.
- prediction markets
- positioning
- measurement
- 阅读 8 分钟
What funding rates say about positioning, and how crowded trades unwind
Funding is the price of leverage, not a forecast. Reading it against open interest, why percentiles beat levels, and the mechanics of a liquidation cascade.
- market structure
- positioning
- crypto