CIRCADEXv0.1.0
SYSONLINE
UPD2026-03-15
REGGEOPOLITICAL SHOCK S
VIX28
DXY96.0
US10Y4.55%
OIL$105
GOLD$3,800
BTC$88k
LIQGRADUAL_EXPANSION

Global Capital Flow Intelligence

See the cycle turn before it happens.

A living map of where money is moving across sectors, regions, and asset classes — shaped by liquidity, rates, and geopolitical events.

Ratio Signals5
Gold/Copper
95thextreme fear
US/Europe
6thhistoric europe outperformance
Discretionary/Staples
8thextreme defensive rotation
Copper/Oil
8thsupply shock not demand
Oil/Uranium
10thuranium thesis strongest ever
Top Movers6
OIL+90
GOLD+85
EU_DEFENCE+80
XLE+75
EU_ENERGY+60
NATGAS+60
Active Events3
critical
Iran-US war / Strait of Hormuz closure
OILNATGASXLEEU_ENERGY
major
NATO spending acceleration
EU_DEFENCEXLI
major
Germany infrastructure spending
EU_INDUSTRYCOPPERXLB
01

The Flow Map

Force-directed network graph. ~68 nodes. Animated edges showing capital rotation across sectors, regions, commodities, bonds, and crypto.

02

The Context Engine

Macro forces, geopolitical events, ratio annotations, regime classification. The intelligence beneath the map that explains why money is moving.

03

Your Position

Portfolio overlay shows where you stand within the flow. Alignment alerts surface when your positions fight the current.

Current Regime Context

Iran war 3+ weeks. Strait of Hormuz mostly closed. Oil spiked 35%+ from pre-war levels. Energy crisis Stage 1 fully active. Fertiliser prices rising (Stage 2 beginning). Gold ATH on war + fiscal dominance + debasement. BTC pulled back from ATH as risk assets sold. VIX elevated. US tech under pressure from oil/inflation fears. European defence surging. International broadly outperforming US. Credit spreads widening. Cash inflows rising. Classic stagflationary rotation.