Called $BTC bullish on Sep 10, 2024: $BTC rose 77% in 4 months.
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Called Bitcoin’s Oct ’22 Bottom, Jul ’23 $125k Top & Oct ’25 Bear - Before They Happened | Institutional Crypto & Cross-Asset Research | Millennium | JPMorgan |
accuracy score 68.6 on BTC over 865 BTC calls · 1,477 days of data · rank 11 of 141 BTC analysts (top 7.8% of the pool) · top 0.73% of an estimated 1,500 BTC analysts worldwide · v20r-multi-sparsepen-strong-ss12m-20261012, computed Nov 11, 2026 · Methodology →
Cite asCryptoQuant has tracked 865 directional calls on BTC by @10xresearch on X since Oct 2022: ranked #11 of 141 analysts scored on BTC by accuracy — in the Top 1% of an estimated 1,500 BTC analysts worldwide (as of Nov 11, 2026).
Other assets covered (40)
Relative view by default: Markus Thielen’s calls are mostly nuanced, so each day is read against their usual tone.
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 @10xresearch to submit corrections.
Called $BTC bullish on Sep 10, 2024: $BTC rose 77% in 4 months.
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What Would Ethereum Be Worth Without Bitmine?
Weak fees, uncompetitive staking yields and single-buyer dependence undermine ETH as a core holding
View original →Bitcoin: Why Buy-and-Hold Stalled and What Comes Next Many newer Bitcoin investors are committed to buy-and-hold. After an annual return of just 2.3% over the past five years, that conviction is being tested. Buy and hold has done well over 10 years, but the market has changed, and the last five years have been much harder. In this report, we explain why, which data points investors should watch, and how to act on them. Bitcoin doesn’t move in a vacuum, and neither do the flows behind it. A clear framework and a consistent process lead to better decisions. This report sets out what drives Bitcoin and how our process tells us when to be bearish, neutral, or bullish. We are also adding a new section to our Market Updates landing page (https://t.co/4PKimhmo8O). It shows our current views and links to the key reports behind them, so subscribers can quickly find what matters. We will update those reports whenever our view changes materially, across all 10x Research publications. Anyways, the full report on why buy-and-hold stalled, which indicators investors should be monitoring, which strategy has actually generated double digit returns even during the last five years is all in the report: https://t.co/6SyuUvyExg
View original →Bitcoin: Why Buy-and-Hold Stalled and What Comes Next
Many newer Bitcoin investors are committed to buy-and-hold. After an annual return of just 2.3% over the past five years, that conviction is being tested. Buy and hold has done well over 10 years, but the market has changed, and the last five years have been much harder. In this report, we explain why, which data points investors should watch, and how to act on them. Bitcoin doesn’t move in a vacuum, and neither do the flows behind it. A clear framework and a consistent process lead to better decisions. This report sets out what drives Bitcoin and how our process tells us when to be bearish, neutral, or bullish . BTC (LHS) vs. Weekly RSI (RHS) - A strong framework goes beyond technicals Read more
View original →How Long Does Bitcoin’s Post-Midterm Slump Usually Last? Bitcoin is breaking through important technical support. Our weekly market structure review, which looks at crypto from every angle, shows a clear picture, and some of the most important signals are coming from stablecoins. Every crypto trader should be watching them. The data still conflicts, though. Some readings are turning bullish, but that doesn’t mean traders should go all in. Midterm seasonality tells us when Bitcoin’s post-election slump usually ends, but it is only one part of the roadmap. Retail investors mostly ask which way the market is going. Professionals also ask how much exposure to hold. So is now the time to go long Bitcoin, and if so, by how much? Our Sunday/Monday kickoff covers the data behind this week’s market structure, flows, and positioning, along with the macro backdrop and technical levels that could change the picture over the coming days. This is a short-term read, based on data and our interpretation, designed to get you ready for the week ahead. Full report with all the charts and analysis: https://t.co/CsvRgKqnk6
View original →10x Weekly Crypto Kickoff – How Long Does Bitcoin’s Post-Midterm Slump Usually Last?
Bitcoin is breaking through important technical support. Our weekly market structure review, which looks at crypto from every angle, shows a clear picture, and some of the most important signals are coming from stablecoins. Every crypto trader should be watching them. The data still conflicts, though. Some readings are turning bullish, but that doesn’t mean traders should go all in. Midterm seasonality tells us when Bitcoin’s post-election slump usually ends, but it is only one part of the roadmap. Retail investors mostly ask which way the market is going. Professionals also ask how much exposure to hold. So is now the time to go long Bitcoin, and if so, by how much? Our Sunday/Monday kickoff covers the data behind this week’s market structure, flows, and positioning, along with the macro backdrop and technical levels that could change the picture over the coming days. This is a short-term read, based on data and our interpretation, designed to get you ready for the week ahead. Bitcoin - bull trap vs. support level Read more
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