$ cat dashboards/liquidity-cycle
LIQUIDITY CYCLE ANALYSIS -- FACILITY 4.2
REGIME▲ EXPANSION 34%CONF 0%
NET LIQ (Z)--
PERIOD--
R²--
[Esc] collapse
BTC vs LIQUIDITY CYCLETradingView | dual-axis | real data to ...
LIQUIDITY DEFINITION BUILD PANE→ RIGHT AXIS (z-score)
DETREND
CYCLE
LCA DEPT -- VALIDATED
VIEW
SHOW
ASSET COMPARISON PANE→ LEFT AXIS (USD, log)
DETREND
SHOW
LOADING MACRO DATA...
S6: Fed balance sheet, M2, and net liquidity composite — captures both base money and plumbing-level liquidity.D1: HY/IG credit spreads and dollar strength — the three pillars of financial stress that absorb liquidity.
PERIOD--estimated cycle length
AMPLITUDE--cycle magnitude
R-SQUARED--fit quality
PHASE--current phase angle
NET LIQ (Z)--latest z-score
P(HOWELL) REGIME PROBABILITY[-]
EXPANSION
NEUTRAL
CONTRACTION
ASSET RESPONSIVENESS P(S/D)Probability of asset responding to current S/D definition[-]
pBTCP(BTC responsive)50%
pSPXP(S&P 500 responsive)50%
pGoldP(Gold responsive)50%
pDXYP(DXY inverse)50%
pCSP(Credit Spreads)50%
SIGNAL ASSESSMENT[-]
Insufficient data for signal generation. Select an S/D pair above.
INDICATOR REGISTRY12 supply + 11 demand[+]
HISTORICAL ANALOGSS6/D1 -- similar cycle phases[-]
Insufficient data for analog detection. Enable Cycle Fit for analysis.