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 52.0 on COIN over 25 COIN calls · 441 days of data · rank 9 of 16 COIN analysts (top 56.3%) · v20r-multi-sparsepen-strong-ss12m-20261012, computed Nov 2, 2026 · Methodology →
Cite asCryptoQuant has tracked 25 directional calls on COIN by @10xresearch on X since Oct 2022: ranked #9 of 16 analysts scored on COIN by accuracy (as of Nov 11, 2026).
Other assets covered (41)
Relative view by default: fewer than 30 COIN 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 @10xresearch to submit corrections.
Called $BTC bullish on Sep 10, 2024: $BTC rose 77% in 4 months.
View call →Hover the chart to read the thesis of that period · click a day to pin it
A wide gap has opened between Bitcoin and Coinbase, and some investors are asking whether now is the time to buy the stock. Crypto service providers such as Coinbase and Circle have corrected sharply over the past few weeks and missed Bitcoin’s rebound entirely. Price alone does not make an entry point, though. What matters is what each stock's key driver is pricing in. For Circle, we set out our current view and the driver we track to judge whether the share price offers value. For Coinbase, we ask whether the gap to Bitcoin is wide enough to justify buying, which driver we are watching, and whether we expect it to push the shares higher or lower. See link in bio/comments section for the full report.
Coinbase and Circle: Buying Opportunity or Value Trap? A wide gap has opened between Bitcoin and Coinbase, and some investors are asking whether now is the time to buy the stock. Crypto service providers such as Coinbase and Circle have corrected sharply over the past few weeks and missed Bitcoin’s rebound entirely. Price alone does not make an entry point, though. What matters is what each stock's key driver is pricing in. For Circle, we set out our current view and the driver we track to judge whether the share price offers value. For Coinbase, we ask whether the gap to Bitcoin is wide enough to justify buying, which driver we are watching, and whether we expect it to push the shares higher or lower. See link in bio/comments section for the full report.
View original →Coinbase and Circle: Buying Opportunity or Value Trap?
Before the Consensus Catches Up Before the Consensus Catches Up A wide gap has opened between Bitcoin and Coinbase, and some investors are asking whether now is the time to buy the stock. Crypto service providers such as Coinbase and Circle have corrected sharply over the past few weeks and missed Bitcoin’s rebound entirely. Price alone does not make an entry point, though. What matters is what each stock’s key driver is pricing in.
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