New era: 'The Bitcoin Trust Flow Cycles'

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🏆 The Bitcoin Trust Flow Cycles™ by FXPROFESSOR

Friends, today I’m sharing what may be the most important Bitcoin framework of 2025.

Forget the broken halving expectations. Forget the chaos of macro headlines.

What if the real signal has been here all along?
What if Bitcoin’s true rhythm follows the capital rotation between itself and the U.S. Treasury market?

📊 Introducing: The Bitcoin Trust Flow Cycles™
This is not a model of where Bitcoin could go (like Stock-to-Flow)…
This is a model of when and why it moves — based on the trust rotation between U.S. Treasury Bonds (TLT) and Bitcoin.

What I’ve found is a repeating structure — not based on supply or halvings, but on macro trust dynamics.

🔁 The Two Core Phases:
Correlated Periods 🟦 (Blue zones): BTC and TLT move together — both rising or falling
Inverted Periods 🟩 (Green zones): BTC and TLT move in opposite directions

These aren't random — they're structural rotations that occur at key technical levels in the bond market.

🧠 The Cycle Timeline:

Jan 2019 – Feb 2020 → Correlated (pre-COVID calm)

Feb 2020 – Sep 2021 → Inverted (Fed QE, Bitcoin moon)

Sep 2021 – Nov 2022 → Correlated (everything dumps)

Nov 2022 – Oct 2023 → Inverted (TLT collapse, BTC recovers)

Nov 2023 – Aug 2024 → Correlated (sideways digestion)

Aug 2024 – Now (Apr 2025) → Inverted again — and compressing fast

We're now in Period 6 — an Inverted Period — but all signs point to an upcoming Reversion.

📉 What Happens at Each Flip?
These transitions tend to occur when:

• TLT hits major channel support or resistance
• Macro fear or liquidity shocks drive trust shifts
• Smart money starts reallocating across asset classes

Right now, TLT is at channel support — a zone that has previously triggered reversions into correlated periods.

📌 What Comes Next:

According to the Bitcoin Trust Flow Cycles™:

→ We are statistically due for a reversion** back into correlation
→ If TLT bounces from 76–71 zone… BTC may follow — not fight
→ The target remains: BTC breaking above 115 resistance

This flip — from inverse to correlated — has historically marked breakout windows for Bitcoin.

🔮 This Is Bigger Than a Halving

Plan B’s Stock-to-Flow gave us valuable insight into long-term valuation.
But it doesn’t explain timing.

This model isn’t about supply mechanics.
It’s about macro trust mechanics.

When institutional confidence leaves Treasuries…
And enters Bitcoin…
That’s the rotation we track.

That’s what moves the chart now.

🎯 Watchlist:TLT support: 76 → 71 zone = reversal signal
BTC breakout trigger: 115 resistance
Cycle shift: Reversion = Bitcoin joining TLT upside

If this plays out, it could mark the most important trust cycle breakout we’ve seen since the COVID inversion.

Bitcoin doesn’t need permission anymore.
It just needs a macro trigger. And this model helps us spot it.

One Love,
The FXPROFESSOR 💙

📌 Missed the full credit market breakdown? Check my recent posts on BKLN, HYG, LQD, and TLT to understand the full Trust Flow rotation.

Disclaimer

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