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M2 · SPECULATIVE APPETITE

Bitcoin (Coinbase spot)

63,503
CALM ROBUST z 0.89 DRS 95 daily as of 2026-08-03

Where it sits: higher than ~79% of its last decade.

The full history

2014 high 123,366 · low 211.16 · now 63,503 · 1 recession shaded 2026

How it is read

What it measures
speculative appetite
Where it sits
higher than ~79% of its last decade: at the 79th percentile of its last decade.
z vs. its window
0.89 (strain side: up). 3,648 observations in the window.
State rule
z < 1 CALM · 1 ≤ z < 2 WATCH · z ≥ 2 EXTREME, measured only toward the declared strain side.
Confidence
ROBUST : a primary official series, mechanically reported.
Reliability (DRS)
DRS 95: The froth thermometer: the strain side is declared UP. This tile reads speculative altitude, not market health. A crash shows up in the fast tells; the climb shows up here.

Where it comes from

FRED ↗ Every number on this site is reproducible from this primary source.

What it read at past stress points

Lehman, Sep 2008 no data: series began later
Q4-2018 selloff 4,034 · CALM
Curve inversion, Aug 2019 9,710 ◆ WATCH
COVID crash, Mar 2020 6,583 · CALM

Questions it helps answer

  • The Ledge : How high is the market, and what is under it?