Regime hub
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Research
Crypto Positioning Watch
Hedge fund (Lev Money), institutional (Asset Mgr), and dealer net positioning over time. Public CFTC data rendered with weekly precision — read the divergence between hedge funds and institutional buyers as the story.
Stablecoin Flow Tracker
Total stablecoin supply, issuer split, and chain breakdown (Tron / Ethereum / Solana / L2s). The operational layer of the Money pillar — where the dollar is being reallocated to private rails.
ETF Flow Tracker
Daily inflow/outflow per BTC and ETH spot ETF since launch. The institutional spot-buy demand signal — IBIT/ETHA dominance, GBTC/ETHE legacy unwind, 5-day MA direction-change context.
Crypto Vol Regime Watch
Institutional crypto IV index (analog to VIX). 5-year history with regime-band classification + IV-RV premium gap. Pairs with positioning + flow data for the full institutional crypto data surface.
NBER Recession Watch
FRED USREC indicator + NBER's full peak/trough chronology. The 7-month median peak announcement lag is exactly why the BCI nowcast exists — this page is the ex-post reference benchmark.
Digital Assets Research Preview
A 2-axis crypto regime classifier built on 11 free-tier indicators. Three pre-registered configurations failed validation gates; published transparently as research with full kill log. Path to v3 likely needs paid on-chain data.
Regime context
Cycle is the precondition. When the generic expansion is still running, Repricing expressions carry normally; when Cycle rolls over, composite risk rises and positions tighten. Factor is a Dynamic Factor Model over 55 indicators — canonical macro infrastructure, not a Repricing pillar.