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一次資料から、企業・産業・変化の方向を深く探ります。
ライブラリと新刊へアクセスできるメンバーシップ。

Global macro research on uneven growth, inflation constraints, equity breadth, earnings and options pricing—and the evidence that would change our fragile-expansion thesis.
続きを読むBinanceGrid は TopXEA が自社開発した MT5 用 EA で、Binance USD-M 先物の HYPE・LIT・ADA を取引します。取引の仕組み、リスクの所在、バックテストの読み方、そして使うべきでない人について解説します。

TopxAI Equity Research is a free, Apache-2.0 agent skill: numbers from primary SEC filings with a source and an evidence grade, a bull/bear debate before every rating, two adversarial audits, and a ledger that settles every call. The rules, the pipeline, what is in the package, how to install it, and what it does not do.

A bitcoin miner books the coins it mines as revenue, but coins are not cash, and the proceeds from selling them can sit in investing activities. Operating cash flow is therefore negative by construction. Using ten quarters of Riot Platforms filings, this piece lays out three lines to read side by side, and explains why a widely quoted non-GAAP figure swings with the bitcoin price.
