ΦBitcoin Field Theory

The Census

Every famous indicator. One map. Live verdicts.

Each indicator below is registered with a fixed formula and named public data source, then earns a status through evidence - never through fame. Statuses update as trials complete. Updated 2026-07-22.

72Registered
1Admitted
2Rejected
8Echoes
55Awaiting trial
Correlation matrix of 32 Bitcoin indicators: one 12-member echo chamber and a set of independent fields
The current matrix (32 of 72 with sufficient data so far). Ink borders mark confirmed relationships - at least four years and both halves of the window. Dots mark strong but regime-bound correlations, reported but never chained. Click to enlarge.

Admitted · Primary1

Passed the full admission pipeline - pre-registered, reproducible, independent, validated - and serves as its field's primary instrument.

Bitcoin Power LawV1P_fair = A * d^B; signal = (ln P - ln P_fair) / sigma

Tested · Rejected2

Faced the full pre-registered admission test and failed it. The complete record - formulas, thresholds, results - is public.

MVRV Z-ScoreV2(MC - RC) / expanding_std(MC); AR-001 point-in-time form
NUPLV21 - 1/MVRV

Echo8

Rank-correlates at confirmed tier (≥ 0.85 across 4+ years and both halves of the window) with an instrument that has already faced a full trial. It inherits that verdict: it is not independent evidence. Any echo can petition for its own trial by demonstrating decorrelation.

2-Year MA MultiplierV1echo of mvrv-z-score (rho 0.963, 12y confirmed)
200-Week MA HeatmapV1echo of mvrv-z-score (rho 0.868, 10y confirmed)
Delta CapV2echo of nupl (rho 0.919, 12y confirmed)
Golden Ratio MultiplierV1echo of nupl (rho 0.864, 13y confirmed)
MVRV RatioV2echo of nupl (rho 0.998, 14y confirmed)
Rainbow ChartV1echo of power-law (rho 1, 14y confirmed)
Thermocap MultipleP1echo of power-law (rho 0.886, 14y confirmed)
Top CapV2echo of mvrv-z-score (rho 0.938, 12y confirmed)

Insufficient history4

Its available data spans too little history for any confirmed-tier call - the observed correlations below are regime-bound and are reported, not chained. A verdict this early would be a guess, so there isn't one.

Realized PriceV2RealizedCap / SplyCur
Reserve RiskV3PriceUSD / HODL bank (opportunity-cost accumulator)
RHODL RatioV3RCap-HODL 1w / RCap-HODL 1-2y, age-band ratio
US Spot ETF Net FlowsL1daily net flow USD, sum all US spot ETFs

Untestable today2

No free, reproducible, historically deep source exists. Under our reproducibility standard this cannot be tested honestly yet - so we say so, rather than quietly omitting it.

Awaiting trial55

Registered - formula and source fixed - and awaiting either its own admission run or its cluster representative's verdict.

10y Real Rate (TIPS)M2DFII10
Active AddressesA1AdrActCnt (raw driver series)
Aggregate Corporate BTC HoldingsT1sum of disclosed holdings, all public treasury companies
Aggregate Stablecoin SupplyL1totalCirculatingUSD, all stablecoins
Balanced PriceV2RealizedPrice - TransferredPrice (needs CDD)
Bitcoin DominanceS3BTC market cap / total crypto market cap
Broad Dollar IndexM4DTWEXBGS
BTC-SPX Rolling CorrelationM3rolling 90d corr of daily log returns
Chicago Fed NFCIM3NFCI (weekly)
CME Annualized BasisS2front-month futures premium, annualized
Cohort Median mNAVT2median mNAV across MSTR, XXI, MTPLF, MARA, BLSH, SMLR
Coin Days DestroyedV3sum(coins moved * days held)
CVDDV2cum(value-days destroyed in USD) / (age * 6M)
Entity-Adjusted Dormancy FlowV3MC / annualized dormancy value
ETF Cumulative HoldingsL1cumsum(net flows) / PriceUSD, vs SplyCur
Exchange NetflowL2FlowInExUSD - FlowOutExUSD
Fear & Greed Index-proprietary composite (volatility, momentum, social, dominance, trends)
Fed Net LiquidityM1WALCL - WTREGEN - RRPONTSYD
Global M2 CompositeM1USD-converted M2 sum: US + EU + JP + CN
Gold (BTC correlation context)M3daily close; base = rolling 90d BTC correlation
Google Trends: bitcoinS4weekly search interest, US+worldwide
Hash RibbonsP1SMA30(HashRate) vs SMA60(HashRate) regime
High-Yield Credit SpreadM3BAMLH0A0HYM2
HODL WavesV3supply age-band shares
ISM Manufacturing PMIM5monthly diffusion index; popular claim: level/direction tracks or leads BTC yoy returns by ~3-6 months
LivelinessV3cum CDD / cum coin-days created
Long-Term Holder MVRVV2cohort MVRV, coins moved >= 155d
Long-Term Holder SOPRS1SOPR, outputs >= 155d
Mayer MultipleV4PriceUSD / SMA200(PriceUSD)
Metcalfe RatioA1CapMrktCurUSD / AdrActCnt^2
Miner RevenueP1IssTotUSD + FeeTotNtv * PriceUSD (raw driver series)
MOVE IndexM3bond-vol index, daily close
NVT RatioA2CapMrktCurUSD / on-chain transfer value USD
NVT SignalA2CapMrktCurUSD / SMA90(transfer value USD)
Perp Funding Rate (BTCUSDT)S28h funding, 7d mean
Pi Cycle Top-cross of SMA111 and 2 * SMA350
Prediction Market BTC OddsS5probability-weighted year-end price expectations
Puell MultipleP1IssTotUSD / SMA365(IssTotUSD)
Realized CapV2CapMrktCurUSD / CapMVRVCur
Short-Term Holder MVRVV2cohort MVRV, coins moved < 155d
Short-Term Holder SOPRS1SOPR, outputs < 155d
SOPRS1spent output price sold / price paid
Stablecoin Supply 90d GrowthL190d pct change of aggregate stablecoin supply
Stock-to-FlowV1model price = exp(a) * (SplyCur / annualized issuance)^b
Strategy BTC Yield (BTC/share growth)T2qoq growth in BTC per fully-diluted share
Strategy mNAVT2MSTR fully-diluted mcap / (BTC holdings * PriceUSD)
Strategy Preferred Yields (STRK/STRF/STRC/STRD)T2effective yield on listed preferreds
Terminal PriceV2TransferredPrice * 21 (CDD-based)
Treasury Cohort Net Purchases (weekly)T1d/dt aggregate holdings
Treasury Purchases vs Miner IssuanceT1cohort weekly purchases / (IssTotNtv weekly sum)
US M2 Money SupplyM1M2SL (monthly; yoy growth as base)
US Spot ETF Net FlowsL1daily net creations/redemptions USD, all US spot ETFs
Value Days Destroyed MultipleV3VDD / 365d median VDD
VIXM3VIXCLS
Yield Curve 10y-2yM4T10Y2Y

How to read this page

Only a full pre-registered admission run can admit or reject an instrument. The census screens everything else: an echo inherits the verdict of a tested instrument it tracks at confirmed tier; anything short-history stays insufficient rather than being classified on one regime of data; anything without a reproducible source is declared untestable instead of quietly skipped. Every number regenerates from public data - the method, thresholds, and code are in the open repository.

Read the first trial Get new verdicts first