Polkadot is a crypto asset in the crypto desk. The profile is separate from the current macro, entry, and narrative signals shown below.
Canonical asset packet first: fundamentals, macro index exposure, entry value, and active narrative alignment. Driver rows link back to the public index that moved the score.
| Index | Driver | Reason | Weight | Condition | Contribution | As Of |
|---|---|---|---|---|---|---|
| CMAI | Crypto Market Activity Index | crypto activity | 27% | crypto activity — headwind Near normal—/100Headwind -0.47σ | -0.156 | 2026-05-29 |
| BTLI | Bitcoin & Crypto Leverage Index | bitcoin leverage | 23% | bitcoin leverage — tailwind Near normal—/100Tailwind +0.36σ | +0.106 | 2026-05-29 |
| RQRI | Risk-Quality Rotation Index | risk appetite | 5% | risk appetite — tailwind Moderate signal—/100Tailwind +0.77σ | +0.036 | 2026-05-29 |
What would make this thesis wrong, and where the near-term downside sits. Plain reads, not forecasts.
Invalidation analysis is deferred to v2 and will use contribution-weighted headwind thresholds.
