"Treat stable-coin-to-Bitcoin ratio as a rotation signal James tracks the spread between the stable coin market cap and the Bitcoin market cap as a cycle timing tool, explaining that 'at times where they are like bear market lows, this is the time where if I was in stable coins I would be moving into Bitcoin.' The rotation from parked dollars into Bitcoin historically marks bear market bottoms. Savers holding large cash or stable coin positions can monitor this ratio alongside on-chain data to time a deliberate shift from defensive to risk-on positioning. Source: James Van Stratten, The Bitcoin Layer, Bitcoin Markets Analysis"