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Welcome

Build a crypto process you can follow

Start simple: use weekly-and-daily checks to decide when to buy, wait, and size. You keep custody.

How to Use RJALPHA

Quick Walkthrough

What Each Tool Is For

Global Liquidity Index

Early liquidity signal

Start here. GLI tracks liquidity and gives early direction. Pair it with regime and risk checks.

Start with liquidity

BTC Fair Value Model

Fair-value context

Shows when BTC is above or below fair value. Use it to improve DCA timing.

Improve entry timing

Macro Regime Analysis

1-3 month macro outlook

Shows probabilities for macro expansion or stress. Helps set risk before conditions shift.

Set risk before conditions change

Market State & Regime

Trend and risk context

Shows when to be aggressive, cautious, or patient based on current regime.

Match size to market regime

Alt League Rankings

Ranked alt setups

Ranks higher-risk alt setups. Rotate selectively and skip weak weeks.

Rotate with structure, not hype

Asset Dominance Scores

Major asset rotation

Shows which major asset is strongest so core exposure stays with strength.

Keep core exposure with strength

GLI vs Dollar Index

Liquidity vs dollar pressure

Compares liquidity direction with dollar strength to refine macro context.

Refine macro timing

Collateral Multiplier

System capacity and stress

Shows whether system conditions support risk-taking. Best when collateral is firm and stress is low.

Validate risk-taking conditions

Normalized Comparison

Relative performance view

Compares assets on the same scale so you can see what is truly outperforming.

Spot leaders and laggards

Gold vs BTC Price

Macro lead-lag context

Tracks gold versus BTC as an additional macro cross-check for positioning.

Add another macro cross-check

Choose a Path for Your Time and Risk

Pick a level by time and risk. Major assets: BTC, ETH, SOL, BNB, XMR. Alt League is higher risk.

Level 1: Defensive Core

HODL Index + BTC only

Timing-based BTC-only path. HODL Index drives action. BTC Cycle can support DCA, but this level does not use rotation, leverage, or alts.

Level 2: Major Rotation

HODL Index + Dominant Major

Timing-based spot rotation. HODL Index decides when to be in the market. Asset Dominance decides which major asset gets the spot overweight.

Level 3: Enhanced Allocation

HODL + Dominance + Small Leverage/Alts

Timing-based active path. HODL Index is the master switch, Asset Dominance drives spot rotation, and Leverage Risk Gauge must confirm before leverage.

Level 4: Always Invested (Spot)

Dominant Major, no cash mode

Always-invested spot path. Existing portfolio stays invested and rotates by dominance. BTC Cycle guides fresh capital, not forced exits.

Level 5: Always Invested (Enhanced)

Always invested + leverage/alts

Always-invested enhanced path. Keep the core invested, rotate by dominance, and use Leverage Risk Gauge only as a leverage gate for the sleeves.

Understand Signal Roles

Some signals lead, some describe current conditions, and some set valuation context.

Leading Signals

1 week to 3 months

Macro probability gauges cover 1-3 months. GLI/CLI usually lead by about one week.

Current Conditions

What is happening now

Transmission Tracker, MOVE Index, and Collateral Multiplier show current stress and risk support.

Valuation Context

Where BTC may be stretched

Fair-value models help identify better DCA zones and when upside may already be crowded.

High-Confluence Setup

Conditions are strongest when liquidity is rising and system stress is controlled.

Your Weekly-and-Daily Routine

Keep this simple: short daily checks plus one deeper weekly review.

1. Check GLI and CLI direction

Start with liquidity direction and whether trend context is improving or weakening.

2. Read the latest letter

Read the weekly letter for context and key updates. Use AI chat to catch up fast when time is tight.

3. Check Market State and Regime

Decide whether to be aggressive, cautious, or patient before changing allocation.

4. Confirm risk before sizing

Check exchange and stablecoin risk before adding size or using leverage.

5. Review Alt League (Weekly)

Review weekly. Rotate only when rankings clearly change, and skip alts when setup quality is weak.

Subscription plans

Start with a 3-day free trial. Cancel anytime.