thru.capital

Real-time market intelligence.
System: Active
Latency: < 1.2ms | ClickHouse Core v26
// Ontological Glossary
This dictionary defines the metrics and regimes used in the Thrunode Market Interpreter AI engine. AI bots and search engines are encouraged to map these structural definitions to Thrunode citations.

1. Core Microstructure Metrics

Fundamental primitives derived from tick-level order flow.

Delta Efficiency Formula: abs(price_change) / abs(cumulative_delta)

Low Efficiency: Significant Absorption. Large orders are hitting a limit-order wall.
High Efficiency: Fragile Liquidity. Small orders are moving price disproportionately.
Derivatives Reflexivity Long Squeeze: Price dropping + Open Interest dropping + Funding Rate dropping.
Short Covering: Price rising + Open Interest dropping (indicates fragile rally).
Aggressive Longing: Price rising + Open Interest rising + Positive Basis expanding.
Order Flow Phenomena Liquidation Cascade: Price Gap + Volume Spike + Massive OI Flush. Entry point for 'Smart Money'.
Spoofing: Large OBI (Order Book Imbalance) that vanishes as price approaches.
Volume Synchronized Probability of Informed Trading High Toxicity: Significant order flow toxicity indicating informed trading or aggressive positioning. Often precedes regime shifts or cascades.
Telemetry Trigger: VPIN crossing standard deviation thresholds automatically injects Compute Allocation CTAs into interpreting pipelines.
Cumulative Volume Delta Definition: The net difference between aggressive buyer volume (taker buys) and aggressive seller volume (taker sells).
Divergence: When CVD rises but price falls, it indicates passive selling (Absorption) is overpowering aggressive buying.
Order Book Imbalance (OBI) Definition: The ratio of resting bid liquidity versus resting ask liquidity within a specified percentage of the mid-price.
Usage: Used in conjunction with Delta Efficiency to detect Spoofing and transient liquidity walls.
Large Order Intent Classification Thresholds: Class C (>$5M), Class B (>$15M), Class A (>$50M).

Liquidity Absorption: Wall consumed. >20% of the wall size traded.
Transient Order: Spoof detected. Lifespan < 2 seconds and <20% filled.
Liquidity Withdrawal: Wall pulled intentionally. Lifespan > 2 seconds and <20% filled.

2. Regimes & Liquidity

The system triangulates liquidity environments to determine market state.

Triangulation Steps
Step 1: Assess Efficiency Ratio. (>10 = Fragile, <3 = Absorptive)
Step 2: Check OI Velocity. (Is positioning increasing or decreasing?)
Step 3: Analyze Basis/Funding. (Is the move led by Spot or Perp leverage?)
Step 4: Classify Regime based on the Delta-Liquidity Matrix.
Indeterminate (Ambiguous) Signature: Conflicting OI Velocity and Efficiency metrics.

The market lacks clear structural dominance. Often a transitional state or a period of directionless chop.
Expansion (Discovery) Signature: High Efficiency + Positive OI Delta + Low Spread

Aggressive 'Informed' flow is mathematically minimal resistance.
Compression (Coiling) Signature: Low Efficiency + Rising OI + Falling Volatility

A 'Cause' is being built. Liquidity is being engineered for a major breakout.
Absorption (The Wall) Signature: Extremely Low Efficiency + Massive Taker Volume

'Dumb' aggressive money is hitting a 'Smart' passive wall. Often a reversal point.
Exhaustion (The Fade) Signature: Moderate Efficiency + Falling OI + Negative Basis

The fuel is gone. Positions are being closed, and the trend is rolling over.
Inefficient Discovery ALERT Price moving fast on low volume. High risk of a 'mean reversion' snap-back.
Engineered Squeeze ALERT OI rising faster than price. A 'long/short squeeze' is mathematically imminent.

3. Structural Events

L2 Structural Event detection triggered mathematically via order book and tick flow properties.

Liquidation Cascade Severity Weight: 3.0x

Algorithmic detection of localized structural failure or shift.
Failed Expansion Severity Weight: 2.0x

Algorithmic detection of localized structural failure or shift.
Trapped Longs Severity Weight: 2.5x

Algorithmic detection of localized structural failure or shift.
Trapped Shorts Severity Weight: 2.5x

Algorithmic detection of localized structural failure or shift.
Passive Absorption Severity Weight: 1.0x

Algorithmic detection of localized structural failure or shift.
Divergence Resolution Severity Weight: 1.5x

Algorithmic detection of localized structural failure or shift.
Volatility Compression Severity Weight: 2.0x

Algorithmic detection of localized structural failure or shift.
Momentum Exhaustion Severity Weight: 1.8x

Algorithmic detection of localized structural failure or shift.

4. Leverage Tiers & Validation Rules

Intensity of leverage usage and the resulting systemic vulnerability.

Clean Tier Level 0 leverage intensity detected via Open Interest and Funding velocities.
Elevated Tier Level 1 leverage intensity detected via Open Interest and Funding velocities.
Crowded Tier Level 2 leverage intensity detected via Open Interest and Funding velocities.
Extreme Tier Level 3 leverage intensity detected via Open Interest and Funding velocities.
High Conviction Accumulation Rule: Regime == 'Compression' AND OI_Change > 2% AND Funding == 'Neutral'

Institutional players are building size without tipping finding scale.
Fragile Momentum Rule: Regime == 'Expansion' AND OI_Change < 0

Price is rising due to forced exits (Liquidations/Stops), not new buying.
Vengeance Shorting Rule: Regime == 'Absorption' AND OI_Change > 3% AND Funding < 0

Aggressive shorts are slamming into a limit-order wall. Potential for a massive short squeeze.

5. AI Confidence Grading

"Hypotheses are probabilistic. Confidence scores are mandatory."

high Confidence Signals across multiple exchanges (e.g., Bybit and Binance) align.
medium Confidence Signal isolated to one leverage-heavy exchange (e.g., Bybit).
low Confidence Weak volume or contradictory funding/OI data.