Uncle Onchain中文EN

Corrections

Source revisions, PONS burn recalculations and rule changes — all logged, nothing overwritten.

Rule changes

DateScopeChange
2026-10-02L1 Macro LiquidityRebuilt per the L1 dimension spec: added Nasdaq 13w, VIX, optimism z, BAA/NFCI/HY 13w, real-yield states and scenario grid, net-liquidity gate, ex-payment / trading-bullet / yield stablecoin lines, ETF 4w, CME basis, BTC–Nasdaq 52w correlation and tokenized-stock monitor; removed USDT+USDC total, RRP and standalone Fed balance sheet; 2Y/10Y demoted to watch-only; real yield demoted to a state variable; Deribit basis now interpolated to a constant 90 days. L1 verdict changed from a score (expanding/neutral/contracting) to tailwind / neutral / cautious / headwind. Logs up to 2026-10-02 were written under the old rules and stay unchanged.

PONS daily burn recalculations

DateOld → newBasisFixed
2026-09-22176,274 → 1,061,880事件2026-09-26
2026-09-17708,198 → 736,261事件2026-09-26
2026-09-12787,374 → 1,521,228事件2026-09-26
2026-09-112,277,911 → 1,782,626事件2026-09-26
2026-09-101,048,037 → 1,642,598事件2026-09-26
2026-09-091,772,579 → 1,189,606事件2026-09-26
2026-09-081,000,517 → 1,726,301事件2026-09-26
2026-09-072,022,021 → 1,796,641事件2026-09-26
2026-09-061,719,073 → 1,268,043事件2026-09-26
2026-09-051,129,882 → 1,486,105事件2026-09-26
2026-09-041,526,694 → 1,689,350事件2026-09-26
2026-09-031,085,876 → 128,049事件2026-09-26
2026-09-02184,741 → 182,525事件2026-09-26
2026-08-2963,218 → 287,007事件2026-09-26
2026-08-281,508,569 → 1,602,432事件2026-09-26
2026-08-27279,007 → 349,151事件2026-09-26
2026-08-24319,565 → 335,414事件2026-09-26
2026-08-23541,191 → 525,342事件2026-09-26