◆   The Math Behind the Signals

Methodology

Plain-English documentation of every computation on the Bitcoin Signals dashboard — the power-law fit, σ-band zones, halving-cycle phases, and the assumptions baked into the DCA and exit backtests. Honest enough that you can read it, disagree, and roll your own.

Contents

1. The Santostasi Power Law

Giovanni Santostasi (PhD physics, retired professor at LSU) noticed that if you plot Bitcoin's full price history on a log–log scale — log of price against log of days since the genesis block — the result fits a remarkably straight line. The relationship can be written as a simple power law:

log10(price) = n · log10(days) + b
# equivalently: price = 10^b · days^n

The fit on the dashboard runs an ordinary least-squares regression on every daily close from blockchain.info, anchored at the genesis block (2009-01-03). At time of writing the fit produces:

The residual σ ≈ 0.30 is the key number. It says: most days, actual price is within a factor of 10^0.30 ≈ 2.0× of the fitted trend. Two-sigma days are within 10^0.60 ≈ 4×. Bitcoin has rarely closed beyond ±2σ in modern data — those are the cycle extremes.

Critical caveat. The power law is a post hoc observation, not a theory. Nothing forces Bitcoin to keep tracking n=5.6. As Bitcoin's market cap grows, the slope should eventually flatten (a $100T asset can't keep doubling on the same cadence as a $1B asset did). The site uses the model as a sizing discipline — a way to ground decisions in the historical residual distribution — not as a forward projection.

2. Sigma-Distance & Zones

Once you have the fit, you can ask: where is price right now relative to the trend? The metric is σ-distance, computed as:

σ-distance = (log10(price) − log10(predicted)) / σ

This is just a z-score on the residuals. means exactly on trend; +1σ means roughly 2× the trend price; −1σ means roughly half. The dashboard groups σ-distance into five zones, each tied to a posture rather than a "buy" or "sell" recommendation:

σ rangeZone keyPosture
≤ −2σcapitulationHistorically rare deep discount; max accumulation territory
−2σ to −1σaccumulateMeaningfully below trend; stepped-up DCA discipline
−1σ to +1σfairTrend-fair; standard DCA cadence
+1σ to +2σcautionExtended above trend; smaller buys, larger reserves
≥ +2σeuphoriaHigh-risk window; pause new buys, evaluate exits per pre-defined plan

The thresholds are deliberately wide. With σ ≈ 0.30, even +2σ corresponds to ~4× the trend price — a level Bitcoin reaches only near cycle peaks. Anything narrower would generate too much signal noise.

3. Halving Cycles & Phase Model

Bitcoin's block subsidy halves every 210,000 blocks, anchoring an ~four-year cycle. Four halvings have happened so far:

The Cycle Dashboard normalizes each cycle by treating the halving day as week 0 and the halving-day price as the baseline (1.0×). This lets you overlay all four cycles on the same axes — weeks since halving on x, price as multiple of halving-day price on log-y.

Past cycles have produced peaks at:

The diminishing-multiples pattern is real but tells you nothing about where this cycle peaks. The phase indicator on the dashboard is a coarse four-segment model based on weeks-since-halving:

4. DCA Time Machine — the three strategies

The DCA Time Machine compares three strategies head-to-head over the same window with the same total dollars deployed:

Strategy A — Blind weekly DCA

Spend a fixed dollar amount every week, regardless of price or σ. Buy whatever weekly / price BTC that week. No reserve, no skipping.

Strategy B — σ-band Smart DCA

Each week, the rule looks at σ-distance for that week's price:

Total dollars budgeted equals Strategy A. Reserve cash is included in the final portfolio value at end-of-period — apples-to-apples.

Strategy C — Lump sum

Deploy the equivalent total budget on day one of the window. No DCA, no reserve, no rules. Holds straight through.

The honest result. In every window we've tested (start dates from 2017 through 2024), lump-sum has beaten both DCAs by 5–10×. σ-band Smart DCA barely beats blind DCA; sometimes it wins by 1–4 percentage points, sometimes it loses. The reason is structural: Bitcoin's right-skewed history means cash held back from a long-running uptrend is the most expensive cash you'll ever hold. None of this is investment advice — but the data is what it is.

5. Sell-Ladder Backtest

The Exit Strategy section runs a different backtest: given a starting BTC stack, define a set of sell rules and run them forward through the full price history. Each rule fires at most once, when its trigger condition first becomes true.

Two trigger types:

On fire, the rule sells a configured percentage of the remaining stack at that day's price and adds the proceeds to a cash bucket. The final position is the cash bucket plus the still-held BTC valued at the most recent price.

What the backtests reveal about selling. For most start-dates that span a full cycle, the ladder underperforms HODL by 20–40%. Selling discipline costs in a power-law-trending asset. If you're going to use the tool, the question becomes: how much underperformance is worth the realized cash flow / risk reduction? The model surfaces the trade-off; only you can price it.

6. Data Sources & Refresh Cadence

All endpoints are public and keyless. No API keys required to clone this site. The cost of that simplicity: when an upstream feed is down, the relevant cell on the dashboard renders as "unavailable" rather than showing stale data.

7. What the Model Doesn't Capture

Honest disclosure of the things excluded by design:

Not investment advice. Everything on this page and the Signals dashboard is a research framework — model fits, historical comparisons, and backtests of explicit rules. Real allocation decisions require attention to your jurisdiction-specific tax treatment of crypto, your total wealth and risk tolerance, exchange and custody arrangements, and your time horizon — none of which the dashboard models. Past behavior is not a guarantee of future behavior, and the power law is a backward-looking observation that could break at any cycle. Use it as a sizing discipline, not as a target.