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ashare-style-rotation-2024
ashare-style-rotation-2024 PublicFactor-level forensics of the 2024H1 A-share rotation: crowded micro-cap unwind, regulatory repricing, and the dividend re-rating
Python
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eth-macro-event-study
eth-macro-event-study PublicEvent study of ETH's reaction to U.S. macro releases (CPI, FOMC, NFP, Powell) on Binance perp 1m data, 2023–2026. In-sample CPI edge (11/11 bracket, +9.5% post-May 2025) falsified out-of-sample acr…
Python
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eth-sol-relative-value-study
eth-sol-relative-value-study PublicETH/SOL pairs divergence study (2023–2026): an 81%-win in-sample signal falsified via 4-year OOS and beta-hedging; root cause = a disguised regime bet; market integration (β 0.30→0.88) is closing c…
Python
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