BTC Cycle Navigator · Live

Every cycle tells the same story.
Most people read it too late.

Fraktalicious distills ~20 independently backtested on-chain, flow, and macro signals (from a live library of ~50) into one authoritative decision: where you are in the Bitcoin cycle, and exactly what to do next. The dashboards are there when you want them. The decision is there when you don't.

Enter the Portal → See the honest record
Current phase:
−30%
Backtested max drawdown this cycle — vs −53% for buy-and-hold
4/4
Cycles since 2013 where the model cut drawdown vs holding
1.12×
Narrowest cycle win on return (’15–18) — we publish the near-miss, not just the wins
13 yr
Backtested across every Bitcoin cycle on recorded data

Straight talk: these are dollar-backtest figures — a portfolio following the model's allocations vs 100% BTC. The per-cycle return edge is modest and varies (1.1×–2.3×); the edge that shows up every cycle is cutting the drawdown, not multiplying returns. (We also grade the model's phase calls against history — that's classification accuracy, not trading profit, and we don't dress it up as such.)

The Journey

One cycle. Six phases.
You always know which one you're in.

Crypto doesn't reward the smartest people — it rewards the ones standing in the right place at the right time. The navigator walks the full loop with you, phase by phase, with a target allocation for each.

1
Accumulate BTC Cycle bottom You are here

The hardest buys are the best ones. When price is deep below the prior peak and the on-chain floor signals align — NUPL capitulation, MVRV washout, dormant coins refusing to sell — the navigator says deploy, while everyone else is writing obituaries.

85% BTC 5% ETH 0% Alts 10% Stables
2
Hold BTC Early–mid bull You are here

The trend is your friend and the navigator keeps you on it. Mid-bull pullbacks that shake out tourists get correctly read as noise, not tops — regime-aware scoring dampens the level signals so you stay invested through the scary dips.

70% BTC 15% ETH 5% Alts 10% Stables
3
Rotate to ETH Dominance peak You are here

When BTC dominance rolls over and capital starts hunting for beta, the navigator rotates a slice of profits down the risk curve — ETH first, because it leads every alt rotation in history.

45% BTC 30% ETH 10% Alts 15% Stables
4
Rotate to Alts Alt season You are here

Alt season is real, violent, and short. The alt-season meter — label-matched on ten historical rotations — confirms breadth before you chase, and market-state gating keeps it silent in bear markets where "alt season" is just a trap.

25% BTC 20% ETH 40% Alts 15% Stables
5
Distribute / Exit Cycle top You are here

The phase that pays for everything. When price sits near the highs but the on-chain engine deteriorates underneath — NUPL diverging, ETF flows bleeding, old coins moving — the navigator calls the top window before the crowd feels it, then stays defensive through every dead-cat bounce that fools momentum traders.

10% BTC 5% ETH 5% Alts 80% Stables
6
Wait in Stables Bear market You are here

Doing nothing is a position, and it's the hardest one to hold. The navigator stays in stables through the entire drawdown — sticky by design, immune to bear-market rallies — until genuine recovery evidence flips it back to phase one. Then the loop begins again.

5% BTC 0% ETH 0% Alts 95% Stables
Track Record

What the model actually did.
Including where it's ugly.

No fairy tale. Through the 2025–26 cycle the model went defensive as the top rolled over and spent the spring accumulating the decline. It did not top-tick the $124.8K peak or bottom-tick the low — it scaled out and DCA'd back in, and the cycle is still open. Here's the honest version; the portal charts show every call, not just the flattering ones.

Around the top · 2025
Scaled out
Turned defensive

As the top formed, the model shifted from buying to trimming and de-risking toward a mostly-stablecoin book. It didn't catch the exact peak — it scaled out across the top and the early decline, not in one clean sale.

The drawdown
−30% vs −53%
Cut the crash

Buy-and-hold fell −53% from the top. Following the model's defensive allocation, the backtested drawdown was roughly −30%. Cutting the crash — not calling it perfectly — is the edge that shows up in every cycle.

Spring 2026 · cycle open
Accumulating
Buying the decline

The model turned back to buying in early 2026 and DCA'd the decline through spring — including max-conviction adds. It is not calling a bottom: when evidence weakens it steps back to stables, and when it recovers it buys again. The live call is on the portal, timestamped — win or lose.

The scorecard
Every cycle vs buy-and-hold
Beat holding Lost to holding
buy & hold — 1.0× 2.29× 1.12× 1.32× 1.41× ’13–’15 ’15–’18 ’19–’22 ’23–’26*

Backtested return multiple vs 100% buy-and-hold, per Bitcoin cycle. All four beat holding — narrowly in ’15–18 (1.12×, the mid-2017 parabola the model exits early; the near-miss is published, not hidden). Returns vary by cycle; the edge we actually rely on is cutting the drawdown, every cycle without exception. *current cycle open. Older-cycle figures carry model-revision variation (these reflect the Jul 2026 de-overfit + pinned-history re-baseline); the current-cycle edge and drawdown are the stable numbers.

Fraktalicious axolotl
The honest caveat

These are backtests of the current model on recorded data, and this cycle's accumulation is an open, unproven call. All four backtested cycles beat buy-and-hold on return — one only narrowly (’15–18, 1.12×). We don't top-tick or bottom-tick, and we don't claim to. What we do is cut drawdown and publish every signal — the losers and the live calls — with timestamps, on the charts inside the portal.

The Engine

~50 signals tracked.
~20 earn a vote. One answer.

Most analytics products hand you forty charts and wish you luck. Fraktalicious tracks the full stack live, but only signals that survive 13 years of backtesting get scoring weight — the rest stay on probation. A regime-aware engine and a six-phase waterfall turn what's left into a single decision with its reasoning attached.

On-chain

On-chain valuation

The cycle's heartbeat: holder profitability, realized-price distance, and spent-output behavior — with adaptive percentile thresholds that recalibrate every cycle instead of relying on levels that stopped working in 2017.

NUPLMVRV Z-ScoreSOPRNUPL/price divergenceRealized price
Flows

Flows & positioning

Where the money actually moves: daily spot ETF flows (with regime interaction — outflows at the highs mean something different than outflows in a crash), futures positioning, and perp funding across venues.

ETF flowsCFTC COTFunding ratesHyperliquid
Cointime

Cointime economics

Old coins tell the truth. Value Days Destroyed and CDD acceleration expose when long-dormant holders start distributing into strength.

VDD MultipleCDD Accel
Macro

Macro liquidity

Crypto is a liquidity trade. Fed net liquidity (balance sheet − TGA − RRP) with the empirically-fit 84-day lag, plus the full macro cycle dashboard.

Fed net liquidityBusiness cycle
Rotation

Rotation & regime

A 7-state market machine classifies the regime, and the back-validated alt-season meter (36 of 40 historical samples) times the rotation down the risk curve.

Alt-season meterDominance structureRegime engine
Why Trust It

Built like a quant desk,
not a newsletter.

01

Everything is backtested

Every rule, gate, and weight is checked against 13 years of cycle history — 18 hand-labeled windows scoring whether the model held a sensible phase, including one we publicly grade F. That's phase-classification, not a profit claim — and nothing ships that regresses it.

02

Judged in dollars, not just labels

We also replay a portfolio against buy-and-hold. It cut drawdown every cycle; on return it beat holding in three cycles and essentially tied one — and we show it. Grades measure phase calls; dollars measure money. We never blur the two.

03

Signal-transition execution

The navigator acts on phase changes, not every tick. Transitions are smoothed against whipsaw, defensive moves stay sticky through dead-cat bounces, and emergencies override instantly.

04

Reasoning included

Every decision arrives with its confidence, its warnings, and the exact signals that drove it. You're never asked to trust a black box — you're shown the work.

The cycle doesn't wait

Know where you are.
Know what to do.

The full navigator — live phase, action plan, allocation guide, on-chain and macro dashboards — is waiting behind the portal.

Enter the Portal →