Rotation dashboard: 5 checks and 100 ideas

4 Oct 2026, Bangkok. Dashboard: rotation.html. Raw coin pick tests: coin-picks-v3.
5 check rounds
  1. Data: every basket's last daily move recomputed from raw CoinMarketCap prices: 12 of 12 match to 0.01%.
  2. Rules: sell lines, 15 day lows, "so far" and buy lines re-derived from each price line: 0 mismatches. One entry (Bonk.fun 11 Sep) is a BUY (BOTTOM), as the rule allows.
  3. Coin picks: found a $1.00 "USD1" meme and a staking token (tsTON) in the lists. Both are blocked now.
  4. Reliability: nothing restarted a stuck job, and a missing coin would have cost a basket -50% every day. Both fixed: self-healing every 10 min from 2 schedulers, and the daily self-check.
  5. Alerts: the old rule could still send a SELL for Bonk.fun that contradicts the new rule. Silenced.
Scoreboard: 21 DONE today, 43 NEXT (worth testing), 36 NO (tested before or not worth the clutter).
Research used: StockCharts RRG and SCTR, IBD market exposure, Weinstein stages, Altcoin Season Index, CoinGecko and Sharpe sector trackers, Artemis, Santiment, FTSE Grayscale sectors, plus papers on crypto momentum (short 2 to 6 week horizon) and trend following (Zarattini et al. 2025).

Reliability

DONE
Self-healing job (rotfix) every 10 min: restarts a stale or hung engine, closes, rotation, drill or map run
Before: nothing restarted the cron jobs; a hung run blocked every later run
DONE
Run rotfix from two schedulers (systemd timer watched by the supervisor, plus cron)
Ben's redundancy rule
DONE
Hard time limits on the hourly engine (50 min) and closes (20 min)
A stuck network call could freeze the feed for hours
DONE
Known-good copy of the page, restored automatically if the page breaks
Page can never go blank
DONE
Daily independent self-check at 08:20 BKK: basket moves recomputed from raw CoinMarketCap, sell lines and words re-derived from the price line
Catches wrong numbers, not just stale files; Telegram only on a failed check
DONE
Message Ben only when the automatic fix failed for 60 min (through alertgate)
Quiet rule
DONE
Red line on the page when a data source failed
Only mark what is off
DONE
Fix: a coin missing from CoinMarketCap counted -50% EVERY day after day 3
Latent bug; tests counted it once. Would have dragged a basket ~3% a day
DONE
Fix: old chain-2 rule could still send a SELL (-12% stop / 14 days) that contradicts rule v4
One open old trade on Bonk.fun would have fired by 13 Oct
DONE
Coin picks: drop dollar look-alikes (USD1 'drip' meme at $1.00) and staking receipts (tsTON)
Found in the live pick lists
DONE
Faster pick filling (8 baskets per run instead of 3)
New baskets waited hours for coins
NEXT
Engine writes a heartbeat file the supervisor can watch directly
rotfix covers it today
NEXT
Second data source for daily closes (CoinGecko) to cross-check CoinMarketCap
Only if CMC ever disagrees in the daily self-check
NEXT
Replay test: rebuild the last 120 days from scratch weekly and compare words
Good, but the daily check covers the live day
NO
Alert dedupe across sessions (same BUY twice)
Ledger already keys on basket + entry day

Coin picks

DONE
10 coins spread from big to small instead of the 5 biggest
Leaning biggest cost 3 to 4 pts per trade in both eras (2019-22 +33.9 vs +38.2%, 2023-26 +7.7 vs +10.6%)
DONE
Live 24h move next to each coin in the pop-up, flag 'up 30%+ in 24h: skip for now'
Applies Ben's skip rule at the moment he buys, not only on the BUY day
DONE
Show which coins were left out and why
Transparency
NO
Quiet on X as a pick filter
Quiet coins lose less often but made the same money; quiet tilt worse than random in 2025-26 (+4.6 vs +12.4%)
NO
Lean to the biggest coins
Costs 3 to 4 pts per trade, both eras (CI crosses 0, same sign as the other session)
NEXT
Long-wick skip from hourly candles
Needs a candle source per coin (GeckoTerminal, rate limited); today: check the chart
NEXT
Coin's 1st or 2nd new-high only
Held in the other session on hourly data; needs a per-coin ATH history
NEXT
Buy the retest (limit order at the breakout level +3%)
Better than chasing on coins; needs a per-coin breakout level
NEXT
Size by volatility (smaller in wild coins)
Standard in trend following (Zarattini et al.); untested here
NEXT
One-tap 'copy all 10 contracts'
Handy if Ben buys through a multi-buy tool
NO
Pool size next to each coin
Ben's rule: size and depth are never an objection
NEXT
Re-pick weekly while HOLD (coins that left the category drop out)
Picks are fixed on the BUY day today
NEXT
Hide coins with no DexScreener pool
Rare on CMC-listed coins
NEXT
Holder growth per coin (GMGN)
Paid calls; test first
NO
Smart-money wallets buying the coin
Wallet copy tests lost money (rounds 8 and 9)

Rules

NEXT
Blend several breakout lookbacks (10/20/30/60 day) instead of one
Zarattini, Pagani, Barbon 2025: blended lookbacks Sharpe 1.5+ on crypto
NO
Two-day confirmation before a BUY
Buying 2+ days late lost money in 2025-26 (rule v4 tests)
NEXT
Graded exposure (0/25/50/75/100% like IBD)
Sizing ideas only won by having more money in (round J)
NO
Weinstein stage label per basket
Already inside the words (BASING, HOLD, EXTENDED, SELL)
NO
Relative strength vs BTC gate (only buy baskets beating BTC 30d)
RS vs BTC/majors tested in 101 breakout ideas, did not beat
NO
Volatility target per basket
Vol target tested in round 4, no gain in both halves
NO
Monthly momentum rotation (top 3 baskets by 30d)
Holding the strongest daily lost 30-70% in 2025
NO
Stablecoin inflow gate
+2289 vs +2256%, too small
NEXT
Funding rate / open interest filter for majors
Data free on CoinGlass/Binance; untested
NEXT
Social dominance spike = top warning per basket
Santiment style; our own X tests found 'loud' mixed
NEXT
Google Trends / search interest
Liu and Tsyvinski: attention predicts weekly returns (in sample)
NO
DE-RISK MEMES threshold sweep monthly
Already robust across 7 to 15% and top 10/20/30%
NO
Short side (sell basket perps on SELL)
Ben trades spot memes; not requested
NO
Re-entry after a SELL if it breaks out again within 5 days
Covered: any new 30d high close is a new BUY
NO
Weekend filter
Weekend tested for breakouts, no edge
NO
BTC dominance gate
Tested round 4, no gain
NO
Fear and Greed gate
Tested; flips with threshold

Page

DONE
Gold 'Coins to Buy' button
Ben's ask
DONE
Bigger layout on wide screens (1480px, bigger words, taller charts)
Ben's ask; phone unchanged
DONE
'Changed at the last close' line (HOLD → SELL)
Change log, shown only when something changed
NEXT
Relative Rotation Graph (baskets as dots: leading, weakening, lagging, improving, with 5 day tails)
Best visual from StockCharts; descriptive only, so it must not compete with the words
NEXT
'vs BTC since buy' only when a basket is behind BTC
Marks only what is off
NO
Days in the current word ('HOLD, day 15')
The 'since' date already says it
NO
Sort cards by action (BUY, SELL, TAKE PROFIT, HOLD, WAIT)
Ben wants chain grouping
NEXT
Grey out baskets that are WAIT
Less to read; check with Ben
NO
Heatmap tiles sized by market cap
Adds a second way to read the same thing
NO
Altseason gauge (75% of top 50 beat BTC over 90 days)
Breadth gate already does this job
NO
Dark/light theme switch
Not asked
NEXT
Install as a phone app (home screen icon)
Cheap: web manifest
NEXT
Tap a chip to jump to its card
Small win on phone
NEXT
Show the next close time in Bangkok (07:00)
Tells when words can change
NEXT
Track record page: every live signal, result at 7/30/90 days, hit rate
Live ledger starts 4 Oct; worth a page once 10+ trades exist
NEXT
Equity curve 'follow every card' vs BTC
Same, after live trades exist
NO
Tooltips on every number
Ben: no tap/hover hints
NO
Explain each word in one line under it
Rules box already does it once
NEXT
Search box for a coin ('which basket is WIF in')
Useful with 13 baskets
NO
Show basket members count and top coin weight
Detail behind the ?
NO
Sparkline vs BTC ratio
Clutter
NO
One-line 'why' on each card
Removed on Ben's request

Alerts

DONE
BUY alert carries the 10 coins with full contracts
Picks v4 in the BUY text
DONE
Old rule alerts off
No contradicting SELL
NEXT
Morning digest only when a word changed
Telegram already sends each change; digest may be noise
NEXT
Alert 1 day before a likely SELL (close within 3% of the sell line)
Heads-up; must not become noise
NO
Alert when the 24h move of a pick passes +30% (skip)
Shown live in the pop-up instead
NEXT
Weekly report card (signals, results)
After live trades exist
NO
Separate chat per chain
One chat, fewer places
NO
Voice or push notification
Telegram is enough

Baskets

DONE
Solana memes CMC top 15, Solana infrastructure, Base infrastructure
Ben's ask (Robinhood-style set)
DONE
Solana stock memes (stonk.fun)
Hidden until 2 Nov (needs 30 real days)
NO
Base stock memes
Only 1 tagged coin, no roster source
NEXT
Remove LP receipts from baskets (JLP in Solana DeFi)
JLP tracks SOL/ETH/BTC/USDC and dampens the basket; needs a re-test of the DeFi basket
NEXT
Hyperliquid ecosystem basket
Big 2025 narrative; CMC tag exists
NEXT
BNB memes (four.meme) basket
Was in the never-used test set; behaved like the others
NEXT
Sui and Aptos memes
Check liquidity first
NEXT
Prediction market tokens
Narrative; small set
NO
AI agents on Solana vs Base split
Already separate baskets
NEXT
Square-root market cap weights
FTSE Grayscale style; equal weight is what was tested
NO
Tokenized stocks basket (xStocks)
Not crypto rotation
NEXT
Robinhood chain baskets on the slow rule once they have 120 days
Automatic later

Research

NEXT
Out of sample on the 3 new baskets (2019-22 data where they exist)
Confirms the rule on infra
NO
Rule on 4h data for faster exits
Not testable on daily basket history
NEXT
Cross-check daily closes with Binance for majors
Cheap sanity check
NEXT
Does the pick list still beat nothing after costs (DEX fees, 10 coins)?
10 buys cost more fees than 5; check with $100-500 sizes
NEXT
Basket breadth: share of members above their 20d average
Warns when one coin carries the basket; needs member prices
NEXT
Time of day of the daily close (07:00 BKK) vs a 19:00 BKK close
Close time can matter for breakouts
NO
Kaiko style monthly momentum index as a benchmark
Benchmark only
NO
Seasonality (month of year)
Too few cycles
NEXT
Correlation cap (skip a BUY if 80% overlap with an open basket)
sol_memes and topmemes share most coins; tested in round 4 as no gain, re-check with new baskets
NEXT
Ladder in over 3 days instead of all on the BUY close
Could lower entry risk; costs if it runs
NEXT
Use the X 'new voices' warning from the coin studies on baskets
Worked on single coins at ATH retests