Called $AVAX bullish on Sep 6, 2024: $AVAX rose 144% in 3 months.
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Researcher/Investor - sharing insights from 200+ convos with founders & builders at https://t.co/c7GxaWoasV | Ex-TradFi
accuracy score 48.4 on HYPE over 4 HYPE calls · 120 days of data · not ranked: too few calls on the asset · v20r-multi-sparsepen-strong-ss12m-20261012, computed Nov 4, 2026 · Methodology →
Cite asCryptoQuant has tracked 4 directional calls on HYPE by @0xJeff on X since Jan 2022: scored 48.4 on HYPE, not yet ranked (120 days of data) (as of Nov 11, 2026).
Other assets covered (13)
4 HYPE calls on record, a thin history.
Relative view by default: fewer than 30 HYPE calls or days on record.
Sentiment timeline shows relative sentiment within this analyst's history. A perma-bull showing 8 bullish : 2 bearish in a bear market sets that as their baseline. If you notice any errors, claim @0xJeff to submit corrections.
Called $AVAX bullish on Sep 6, 2024: $AVAX rose 144% in 3 months.
View call →Hover the chart to read the thesis of that period · click a day to pin it
First Day Token2049 > 90% of the conversations are RWA, Tokenized Stocks, Structured Products (i.e. the institutionalization of crypto) > 10% in AI, the financialization of compute and every single asset, bringing them onchain > Surprisingly (or not) VCs, liquid funds, traders are talking about Grass and how bullish they are > Venice, Near, Pumpfun, Orbio get mentioned quite a bit as well > Most aren't aware of the Onchain/DeAI wave that's happening + most don't understand the value prop of onchain/decentralized inference, x402, and the budding ecosystem of tokenized inference credit markets > Seeing many teams working as frontends for Hyperliquid, Ondo, Polymarket, and other venues > These are trading platform, AI agent trading strategy platform, and DeFi protocols building structured products on top of infra that enables users to do more with their capital (e.g. AI strats that long 10 crypto assets & short 10 tokenized stocks, yield-bearing token that earns yields from a combination of tokenized assets and prediction market strategies) > More people are coming onchain because onboarding is getting better + tokenized assets offer far more value vs traditional brokers (i.e. 24/7 trading, collateralized your asset, earn more yields through lending, basis trading strats, etc) Overall, the crowd has gone down by 50%+, less builders around, more traders, investors, KOLs, and institutions The vibe feels more institutionalized than the last. A lot less excitement from the retail crowd compared to the last. Honestly don't know how to feel about this lol
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