$ETH | Introducing SMM-ETH: A Quantitative Ethereum Cycle Model
A quantitative Ethereum cycle confluence model. 23 signals across 6 weighted tiers (5 of 6 live; Tier 2 Validator/Staking pending), distilled into a single 0-100 cycle position score.
The 6 tiers:
- Cycle Timing & Mass Psychology (30%): post-merge ETH cycle position, ETH-fit power law deviation
- Valuation (25%): ETH-specific power-law regression, Mayer Multiple, NUPL
- Sentiment (20%): Fear & Greed, broad-crypto risk-on proxies, Coinbase premium
- Rotation (10%): ETH/BTC ratio percentile, BTC dominance inverse, altseason index
- Miner / Validator (10%): PENDING - Beaconcha.in + Etherscan staking API integration in progress
- Macro (5%): DXY, M2, yield curve, VIX (shared with SMM-BTC)
ETH-specific differentiator: the Rotation tier is the model anchor. ETH/BTC ratio percentile captures the late-ETH-cycle dynamic that pure BTC models miss.
Lookahead-free expanding-window percentile rank. USD/AUD currency toggle. Calibrated 4-of-5 in-zone across ETH cycle inflections from 2018 through 2022.
Built by a former institutional trader. Companion to SMM-BTC.
100% free. No paywall, no email gate.
Full methodology + interactive gauge:
https://satoshimacro.com/tools/crypto/satoshimacro-model-eth/
#Ethereum #ETH #CycleAnalysis #SatoshiMacro #SMMETH