Waiting for fresh evidence.
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Live thesis · research only
Is the rally becoming a short?
Two horizons, one auditable evidence chain. Overheated is not the same as bearish.
Waiting for fresh evidence.
—Waiting for state
Rally anatomy
What is actually supporting the move?
Evidence is ordered from observable market structure to contextual external data.
Bearish confirmation
Which gates are still missing?
S0 can confirm a regime turn. S1 is a tactical fade. S2 remains research-only.
Time-aligned evidence
The same thesis across five instruments
Each instrument keeps its own scale and shares the selected UTC window.
Waiting for history.
Context, not authority
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ETF, rates and catalyst tape
Daily and headline data can explain confidence, but never override BTC-QT signals.
EXTERNAL / RELEASE FREQUENCY
ETF net flow and Treasury yields
Hover the chart to inspect values.