Stablecoin Supply X Btc Long
In plain terms
When dollars locked in DeFi surge over 60 days, MicroStrategy/Coinbase/miners catch a bid within two weeks.
How it works
Stablecoin supply growth is the cleanest leading indicator of crypto-adoption velocity. We proxy via aggregate DeFiLlama TVL (eth + aave + uniswap) — dominated by USD-pegged collateral at scale. Public-equity crypto proxies (MSTR, COIN, MARA, RIOT, CLSK) re-rate with a 5-15d lag.
Data dependencies
- Daily prices
Adjusted-close OHLCV for every US-listed ticker; primary price feed.
- Defi tvl
A data feed this strategy reads, refreshed on its normal schedule.
Expected edge
- Reported return
- 50-300 bps
- Tested over
- T+0 to T+20d
50-300 bps over 10-20d on the basket.
Example tickers where this is likely to fire
Illustrative only, the signal fires based on the live data, not a fixed list.
Related families
Dollars staked in DeFi surge → Coinbase/Robinhood/BlackRock rally within 2 weeks.
When DeFi capital concentrates into a few protocols (rising HHI), the system is fragile and crypto-stocks underperform.
Long crypto-proxies only when DeFi adoption is rising AND capital is broadly distributed (not concentrating into a single protocol).
MSTR/miners track BTC momentum with leverage.
Explore Stablecoin Supply X Btc Long on alphactor.ai
See which tickers this family is currently firing on, with live signals and rankings.