Four publicly maintained research projects

Four long-running projects across crypto markets and macro. What they share is not a subject but a method: conclusions are published in falsifiable form, every figure carries a source grade, and the criteria are registered in advance and never revised afterwards.

Tidemark

Bands, not points. Scored, not spun.

Estimates for the next bull-market high of major coins, published as a range plus a skew direction — pre-registered, with falsification conditions, never revised after they trigger. Plus a Bitcoin cycle chart, daily net flow across the top 10 exchanges by on-chain reserves, and a six-dimension sentiment panel for nine assets.

Open →updated daily · append-only scorecard

CEX Reserves

Read the chain, not the announcement.

Direct on-chain reads of the published BTC / ETH / Tron addresses of major exchanges, set against each venue's own proof-of-reserves page; aggregator caliber rules are stated, and every difference is flagged by one uniform reading with its verification method. Every number is reproducible with the repository scripts.

Open →updated Mondays 00:00 UTC · scripts and address lists public

US Debt

Mechanisms, not dates. Criteria, not noise.

In what form does the debt get resolved after $40 trillion. It pins down the measures (total debt ≠ debt held by the public ≠ marketable), takes the mechanism apart (the decomposition of 1946-1980 financial repression, and which part its modern replica is missing), and pre-registers the criteria — six triggers with fixed adjudication sources, never revised after they fire.

Open →synced when the source is refreshed · version archive

AI Bubble vs. Dot-com

No dates guessed. Layers diagnosed, triggers registered.

Turning "is AI a bubble?" into checkable numbers: verified data on the 2000 dot-com bubble (31 months of staged declines, peak valuations, IPO-mania signatures, recovery base rates), a layered 2026 check-up of the AI trade, the three temperatures of one theme across A-shares, Hong Kong and the US, and a dashboard of nine leading indicators — scenario probabilities declared once and never revised, triggers read every edition.

Open →synced when the source is refreshed · version archive

The method they share

Every figure carries a source grade
✅ primary / 🔶 primary + own calculation / ⚠ single source / ❌ falsified. A ⚠ item sizes a window; it never settles one.
Criteria registered in advance, never revised after
Thresholds and adjudication sources are fixed at registration and back-filled with that day's reading — an indicator that triggers on its birthday has no early-warning value.
Mistakes stay where they were made
A claim that gets overturned is not quietly rewritten; it stays in the text alongside the correct reading.
Old versions stay reachable
Credibility without retroactive edits = the old version still opens. A copy of each page is archived at every refresh.
Scripts and data are public
Every number can be re-run from the scripts in the repository.