Currently, BTC is on a bit of a tear. It is unclear if this is because of a run on BTC in order to exit Gox or if it is because of other fundamental or technical factors.

Nevertheless, it has been called for.
http://blogdotquantsigdotnet.files.wordpress.com/2013/05/btcusd_b.png

As things persist, we'll be looking for a target dSdev of around 2 to the downside before rebalancing.

Of special interest is the S&P/BTC ratio, which has been particularly negative (positive for BTC) as of late.
http://blogdotquantsigdotnet.files.wordpress.com/2013/05/sp500_btc.png

Again, we're looking for 2 dSdev pointing up (negative for BTC) before rebalancing.