🚨 Does “Sell in May and Go Away” apply to crypto?
We analyzed 12 years of BTC, ETH, altcoin data, institutional flows, macro correlations & regulation.
Our conclusion?
It’s no longer valid.
🧵Data on what moves markets in May:
co-written by @0xavarek @RacconHKG @2lambro
📚 Conclusion:
The “Sell in May” strategy is being replaced by:
Flow-driven allocation
Structural liquidity metrics
Macro correlation breakdowns
Institutional positioning behavior
Crypto is no longer following the equity calendar.
It’s evolved. Your strategy should too.
📌 We no longer see value in “Sell in May”
Instead
• Overweight BTC, reduce alts
• Scale down, don’t exit completely
• Use volume, flow & dominance as timing signals
• Let ETF demand and macro hedging behavior guide allocation
• Monitor whale accumulation, and market depth