Investment Research
把可验证信号和 hype 分开
Topic research verticals with source-graded evidence, canonical claims, and quantified series.
Robotics
机器人产业的信号与噪音
Deployment evidence, S4 denominators, missing S5 economics.
AI industry
AI 产业的信号与噪音
Capex, bottlenecks, tokenomics, silicon, agents & memory — A1–A5 ladder.
Biotech / mRNA
mRNA：分水岭与 ChatGPT 时刻
First mRNA cancer Phase 3 win (2026-08-19) — watershed crossed, adoption moment pending.
Stablecoin
稳定币研究 — StablePulse
Issuance, flows, and regulation. Runs on StablePulse.
Evidence posture
Source-backed, caveated, quantified. Claims carry stable IDs, visibility levels, and explicit unsupported implications.
Access
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