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 |
Cite asCryptoQuant has tracked the directional calls on ONDO by @10xresearch on X since Oct 2022: not yet scored on ONDO (as of Nov 11, 2026).
Other assets covered (40)
3 ONDO calls on record, a thin history.
Relative view by default: fewer than 30 ONDO 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
1M: −13.6% 2M: −21.6% 4M: −13.3% 6M: +3.5% 1Y: +53.9% It hurts first. Then it beats the S&P 500 (+14.3%), Nasdaq (+23.1%) and gold (+18.5%) over 12 months. While drawdowns of this velocity test conviction, an 80-year historical lens indicates that post-election volatility spikes typically mark cyclical exhaustion rather than structural regime breaks. With Democrats taking Capitol Hill, higher baseline deficit spending and entitlement expansions are set to accelerate currency debasement trends. Below, we break down the historical precedent across past post-midterm cycles and explain why patient capital should view this washout as an attractive entry point. How would we capitalize on the Post-Midterm Clearing Event? Full analysis → https://t.co/MSF0fpfpSw
Bitcoin after a US midterm election, average return: 1M: −13.6% 2M: −21.6% 4M: −13.3% 6M: +3.5% 1Y: +53.9% It hurts first. Then it beats the S&P 500 (+14.3%), Nasdaq (+23.1%) and gold (+18.5%) over 12 months. While drawdowns of this velocity test conviction, an 80-year historical lens indicates that post-election volatility spikes typically mark cyclical exhaustion rather than structural regime breaks. With Democrats taking Capitol Hill, higher baseline deficit spending and entitlement expansions are set to accelerate currency debasement trends. Below, we break down the historical precedent across past post-midterm cycles and explain why patient capital should view this washout as an attractive entry point. How would we capitalize on the Post-Midterm Clearing Event? Full analysis → https://t.co/MSF0fpfpSw
View original →Bitcoin buy-and-hold returned 63% a year over the past decade. An investor who bought five years ago has made just 2.3% a year. The difference isn’t luck. Bitcoin is now a $1.5 trillion asset, and moving it requires institutional and sovereign capital. Those investors respond to growth, inflation, the Fed and the dollar. For most of the past year, that backdrop has been the worst possible mix for Bitcoin. In today’s report, we cover: • What has worked over the last five years, and what hasn’t • The macro regime Bitcoin needs for big rallies, and how far we are from it • Why we think the worst of the repricing is behind us • How we’re positioning now We’ve also launched a Latest Views section on our Market Updates page, with our current call on each asset and the report behind it. Bitcoin: Why Buy-and-Hold Stalled and What Comes Next -> https://t.co/6SyuUvy6HI
View original →Ethereum has dropped 17% since our trend model turned bearish on October 8, and the downtrend persists. We covered our short last week, and that may have been early. This report goes back to the question that matters for allocators: is there still a fundamental case for owning ETH? We look at what has happened to fees since the Merge and the Dencun upgrade, why staking yields can’t compete with Treasuries, what stablecoin flows are telling us, and how much of the price depends on a single buyer. We also compare eight years of backtests across buy-and-hold, breakout and trend strategies, and the results may surprise anyone still treating Ethereum as a core holding. Full report: https://t.co/t9PwGwtDvf
What Would Ethereum Be Worth Without Bitmine? Ethereum has dropped 17% since our trend model turned bearish on October 8, and the downtrend persists. We covered our short last week, and that may have been early. This report goes back to the question that matters for allocators: is there still a fundamental case for owning ETH? We look at what has happened to fees since the Merge and the Dencun upgrade, why staking yields can’t compete with Treasuries, what stablecoin flows are telling us, and how much of the price depends on a single buyer. We also compare eight years of backtests across buy-and-hold, breakout and trend strategies, and the results may surprise anyone still treating Ethereum as a core holding. Full report: https://t.co/t9PwGwtDvf
View original →What Would Ethereum Be Worth Without Bitmine?
Weak fees, uncompetitive staking yields and single-buyer dependence undermine ETH as a core holding
View original →Gold after a midterm election, average return: 1M: +2.5% 3M: +7.7% 6M: +9.5% 1Y: +18.5% Gold starts faster than stocks (S&P +1.3%, Nasdaq +1.6% after one month) and still beats the S&P 500 over 12 months. While drawdowns of this velocity test conviction, an 80-year historical lens indicates that post-election volatility spikes typically mark cyclical exhaustion rather than structural regime breaks. With Democrats taking Capitol Hill, higher baseline deficit spending and entitlement expansions are set to accelerate currency debasement trends. Below, we break down the historical precedent across past post-midterm cycles and explain why patient capital should view this washout as an attractive entry point. How would we capitalize on the Post-Midterm Clearing Event? Full analysis → https://t.co/MSF0fpfpSw
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