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Macro Context & Alignment

How traditional market conditions adjust position sizing without changing the BTC regime.

Core design principle

Macro context never changes the BTC regime direction. It only adjusts position sizing.

If the BTC regime is RISK-ON and macro is Risk-Off, you remain bullish on BTC, but at reduced size. The macro overlay is a risk management lever, not a signal override.

Example
BTC regime: RISK-ON + Macro: Risk-Off → Stay long, reduce to 50% size
BTC regime: RISK-ON + Macro: Risk-On → Stay long, full 100% size

Three independent macro votes

Each indicator votes independently. Votes are summed (range: −2.5 to +2.5) to determine macro context.

Indicator 1

US Dollar Index (DXY)

weight: 1.0

A weaker dollar makes risk assets like BTC more attractive to global investors. A strengthening dollar draws capital toward USD-denominated safe assets.

ConditionVoteMacro signal
DXY trending down + below 200D MA+1Risk-On
Mixed or flat signals0Neutral
DXY trending up + above 200D MA−1Risk-Off
Indicator 2

Real Yields (US10Y)

weight: 1.0

Higher real yields increase the opportunity cost of holding non-yielding assets like BTC. Falling yields remove this pressure and make risk assets more attractive.
Note: Real yield approximated as nominal US10Y − 2.5% (assumed inflation).

30-day yield changeVoteMacro signal
< −0.2%+1Risk-On: falling yields reduce headwind
−0.2% to +0.2%0Neutral: stable rates
> +0.2%−1Risk-Off: rising rates increase headwind
Indicator 3

Equity Risk (SPX & VIX)

weight: 0.5

BTC often correlates with broad risk appetite. Equity strength + low fear = constructive environment. Lower weight (0.5) because the BTC–equity relationship breaks down during crypto-specific events.

ConditionVoteMacro signal
SPX above 200D MA AND VIX < 20+0.5Risk-On: healthy equity environment
Mixed (one condition met)0Neutral
SPX below 200D MA AND VIX > 20−0.5Risk-Off: equity stress

Macro Context Classification

The three votes are summed (total range: −2.5 to +2.5) to classify the macro environment:

Total vote scoreClassificationMeaning
≥ +1.5Macro Risk-OnTraditional markets supportive of risk assets
−1.0 to +1.4Macro NeutralMixed signals: no clear tailwind or headwind
≤ −1.5Macro Risk-OffTraditional markets creating headwind for BTC
Example calculations
DXY(+1) + Yields(+1) + Equities(+0.5) = +2.5 → Macro Risk-On
DXY(−1) + Yields(−1) + Equities(−0.5) = −2.5 → Macro Risk-Off
DXY(0) + Yields(+1) + Equities(−0.5) = +0.5 → Macro Neutral

Alignment Matrix & Position Sizing

Once both the BTC regime and macro context are determined, cross-reference them to find the appropriate position size conviction level.

BTC RegimeMacro Risk-OnMacro NeutralMacro Risk-Off
RISK-ON✅ 100%⚠️ 75%❌ 50%
CAUTIOUS-BULL✅ 100%⚠️ 75%❌ 50%
NEUTRAL⚠️ 75%⚠️ 75%⚠️ 75%
CAUTIOUS-BEAR❌ 50%⚠️ 75%✅ 100%
RISK-OFF❌ 50%⚠️ 75%✅ 100%
✅ Aligned: 100%

BTC and macro agree on direction. Full conviction to size your position.

⚠️ Neutral: 75%

Mixed signals or a neutral macro reading. Slightly reduced size is prudent.

❌ Divergent: 50%

BTC and macro disagree. Significant headwind present: cut size in half.

Historical examples

Q1 2024: Perfect alignment

BTCRISK-ON (ETF launch, massive inflows)
MacroRisk-On (Fed pause, SPX rallying, DXY weakening)
Result✅ 100% position. BTC rallied $40k → $73k with full conviction.

May 2022: Macro headwind correctly sized down exposure

BTCCAUTIOUS-BULL (elevated price, slowing liquidity)
MacroRisk-Off (Fed hiking, yields surging, VIX elevated)
Result❌ 50% position. Reduced size protected capital during $30k → $17k crash.

Late 2023: Neutral on both, patience rewarded

BTCNEUTRAL (range-bound $25k–$30k)
MacroNeutral (mixed signals, yields stabilizing)
Result⚠️ 75% position. Stayed patient; caught the breakout when regime shifted.

Key takeaways

  • Macro adjusts size, not direction. Never override a bullish BTC regime to zero just because macro is Risk-Off.
  • Three independent votes prevent any single indicator from dominating the macro assessment.
  • Perfect alignment (100%) is less common than mixed signals. Treat 75% sizing as the normal state.
  • Divergence is a risk signal, not a stop signal. Use it to right-size, not to exit entirely.