Research

Seven papers.
Four with live
SSRN links.

Seven independent SSRN working papers form the theoretical and empirical corpus of the BLT Engine. The four core papers with live links are presented below — from foundational axioms through 17-year empirical validation.

2025
BLT Theory™ — Foundational axioms
Core
2026
Structural vs Heuristic — ICT / SMC
Differentiator
2026
Zero-Beta Decorrelation — CAPM implications
Core
2026
Crisis-Alpha Validation — 17 years
Core
Core publications

The three papers
that make the case.

Click any paper to expand the abstract, key results, academic citation, and direct SSRN link.

2025
Foundational Theory Working Paper SSRN 5733122

Boutgajouft Liquidity Triangle Theory™

BLT™
Theory introduced
Geometric
Axiomatic framework
FX + Metals
Instrument universe
2025
Publication year

Abstract

This paper introduces the Boutgajouft Liquidity Triangle Theory™ — a formal mathematical framework for structural market modelling in mean-reverting instruments. The theory establishes the geometric axioms governing liquidity triangles, defines the structural equilibrium midline M = (H* + L*)/2, and derives a force-vector model of price action that determines entry, invalidation, and target zones without discretionary interpretation. The framework applies exclusively to instruments exhibiting mean-reverting behaviour — five major foreign exchange pairs and two precious metals ETFs — and provides the theoretical foundation for the BLT Engine systematic trading strategy. Unlike heuristic trading concepts, every trading decision is mathematically derived from the structural axioms.

G11 — Portfolio choice G12 — Asset pricing G14 — Market efficiency G17 — Financial forecasting

Academic citation

Boutgajouft, S. (2025). Boutgajouft Liquidity Triangle Theory™. OrgaX LLC Working Paper. Available at SSRN: https://papers.ssrn.com/sol3/papers.cfm?abstract_id=5733122
2026
Theoretical · CAPM · EMH Working Paper SSRN 6501540

Zero-Beta Decorrelation in Structural Liquidity Strategies: Theoretical Implications of a Decade-Spanning Empirical Anomaly

Cat. IV
Decorrelation class
4
Taxonomy categories
FSL
Missing factor proposed
β ≈ 0
Structural, not hedged

Abstract

This paper examines the theoretical implications of a systematic trading strategy exhibiting near-zero market beta (βm ≈ 0, statistically indistinguishable from zero across all regimes tested over 2008–2025) with positive returns attributable to a structural liquidity factor FSL rather than conventional market exposure. We introduce a formal four-category taxonomy of decorrelation mechanisms, distinguishing between apparent, conditional, mechanical, and structural decorrelation. We argue that the BLT Engine represents the first documented instance of Category IV (structural) decorrelation — where near-zero beta arises from the instrument universe construction and return-generating mechanism rather than from statistical averaging, active hedging, or offsetting exposures. Through spanning analysis, we demonstrate that such a return stream is non-replicable by any linear combination of market-correlated assets. We examine the implications for the Capital Asset Pricing Model, the Efficient Market Hypothesis, and multi-factor frameworks.

G11G12G14G17C58 — Financial econometrics

Academic citation

Boutgajouft, S. (2026). Zero-Beta Decorrelation in Structural Liquidity Strategies: Theoretical Implications of a Decade-Spanning Empirical Anomaly. OrgaX LLC Working Paper. Available at SSRN: https://papers.ssrn.com/sol3/papers.cfm?abstract_id=6501540
2026
Large-Scale Empirical Validation Working Paper SSRN 6704158

Crisis-Alpha and Structural Decorrelation: BLT Engine Empirical Validation Across Market Regimes (2008–2025)

×3.94
Equity growth
10,000
Monte Carlo runs
50.7th
MC percentile
17
Annual periods

Abstract

This paper presents comprehensive backtesting evidence of a systematic trading strategy — the BLT Engine — operating exclusively in mean-reverting instruments across seventeen annual periods spanning 2008–2025. The strategy exhibits three empirically anomalous properties in combination: (1) near-zero market beta (β̄m = 0.037, statistically indistinguishable from zero, t = 0.626, p = 0.540, bootstrap 95% CI [−0.080, 0.141]); (2) positive long-term returns, with CAGR averaging +14.75% in profitable years and cumulative equity growth of ×3.94 over the full sample; and (3) regime-invariant decorrelation, with crisis beta (0.083) statistically indistinguishable from normal-period beta (0.005, p = 0.558). Through four complementary validation methodologies — bootstrap confidence intervals (n = 10,000), permutation tests, Monte Carlo equity curve simulation, and regime-conditional analysis — we establish that the zero-beta property is structural and not attributable to overfitting or data mining.

G11G12G14G17

Academic citation

Boutgajouft, S. (2026). Crisis-Alpha and Structural Decorrelation: BLT Engine Empirical Validation Across Market Regimes (2008–2025). OrgaX LLC Working Paper. Available at SSRN: https://papers.ssrn.com/sol3/papers.cfm?abstract_id=6704158
Differentiator

Why not
ICT or SMC?

A rigorous academic comparison that positions the BLT Engine against the most widely adopted heuristic trading frameworks in the market.

2026
Comparative Analysis SSRN 6049614

Structural Market Modeling vs Heuristic Trading Concepts: A Comprehensive Comparative Analysis of the BLT Theory

Demonstrates the structural superiority of geometric modelling over ICT (Inner Circle Trader) and Smart Money Concepts (SMC). Where heuristic frameworks describe market behaviour post-hoc and require discretionary interpretation, the BLT Engine derives entry, invalidation, and target levels axiomatically — producing falsifiable predictions, not pattern recognition. A critical differentiator for institutional audiences.

A self-contained
body of evidence.

Theory → Differentiation → Implications → Validation. Each paper stands independently; together they form an unprecedented empirical and theoretical case for structural decorrelation as a genuine investment phenomenon.

Full SSRN profile →
0
Papers with
live SSRN links
0
Years of data
validated
0
Monte Carlo
simulations
0
Statistical
methodologies

See the results
in the numbers.

17 years of empirical validation. Four statistical methodologies.

Portfolio simulator → Performance data

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