TechDev Newsletter - Market Update Issue #79

The Global Risk Index: A Framework for Cycle Precision

The September inflection point we've been monitoring continues to develop on schedule. After refining our business cycle analysis over recent months, today I'm introducing a framework that brings additional clarity to cycle positioning and timing.

This framework builds on the macro components we've been tracking, combining them in a way that reveals consistent patterns across Bitcoin's entire history. The timing of current developments - particularly the seasonality we're observing - provides important context for positioning in the months ahead.

For altcoins, the high-timeframe charts are beginning to show the structural developments we've been anticipating. The positioning across major indices suggests we're at an important juncture, though one that continues to unfold on the extended timeline that has defined this cycle.

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Today's topics

• Bitcoin

  • The Global Risk Index Framework

  • Actionable Indicator

  • Distance Metrics and Timing Projections

• Altcoins

  • TOTAL2 Macro Expansion

  • TOTAL3's Four-Year Breakout

  • Structural Considerations

  • Upcoming Portfolio Analyzer Updates