Rotation Map where the money should sit
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Today's call

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1 · Risk switch

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-20%100 day average+20%
On above the average by 1%, off below it by 1%. Off means cash.

2 · Alt clock

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0 washedshare of alts beating BTCtop zone 100
▮ 90 day   ▮ 30 day. Green end: alts washed out, the next rotation's bottom zone. Red end: the alt rotation is topping.

3 · The rotation strip

Red top confirmed · light red extended, stop adding · green bottom confirmed, part of the next rotation · light green washed out, waiting for the turn · grey nothing crossed. Orange % = weight in the book from the next close.

4 · Every rotation since 2020

alt clock, 90 daytop zone 70%+ washed 5% or lessbook in alts book in BTCbook in cash
the bookholding BTClog scale, from Jun 2020

5 · Did it catch the big rotations?

RotationBest placeWon byDays lateTime in itCaught
A major rotation is a stretch where cash, BTC or alts beat the next best place by 20% or more, labelled with hindsight (best place over the next 45 days, stretches under 21 days merged). Hindsight is only used to grade the system, never inside it. Caught means the book held that place for half the stretch or more.

6 · Track record, next-day execution, 0.3% per trade

2020-06 to 2024-06max dropRecent 2024-07 to nowmax drop

7 · What each colour is built on

SignalRuleEvidenceGrade

8 · The last rotations the book took

FromToHeldLeg