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 SPY by @10xresearch on X since Oct 2022: not yet scored on SPY (as of Nov 11, 2026).
Other assets covered (41)
Relative view by default: fewer than 30 SPY 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 →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
View original →Midterms are done. History says that’s good for stocks. Over the last 80 years, the S&P 500 has averaged after a midterm election: 1M: +1.3% 3M: +7.4% 6M: +13.2% 1Y: +14.3% The first month is quiet. Most of the gain comes in months 2 to 6. 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. Full analysis → https://t.co/4PKimhmo8O
View original →The Nasdaq after a midterm election, average return: 1M: +1.6% 2M: +0.3% 3M: +3.1% 6M: +11.4% 1Y: +23.1% The first few months are flat. The second half of the year does most of the work, with almost double the S&P 500’s +14.3%. 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/MSF0fpfXI4
View original →Nasdaq - A textbook BUY signal? Textbooks treat an RSI below 30 as oversold, but the Nasdaq has rarely needed to get that far. In past pullbacks, the daily RSI typically bottomed near 35, marking the end of the decline and the start of the uptrend. The current setup fits that pattern. The RSI has turned up from oversold territory and crossed back above its moving average, which is a buy signal. Markets are under pressure from several directions. The AI trade is unwinding, the Fed has turned hawkish, oil is at $100, and the US midterms add another layer of uncertainty. Is this the time to cut risk or to start buying? It comes down to risk-reward. Below, we lay out the technical setups for the Nasdaq, the S&P 500, and gold, what we are watching, and the instruments we would use to express our preferred trades. The charts tell a clear story. Before committing capital, traders need to decide whether to protect profits or build long exposure, and we explain which direction we think the market will move next. Full report with all the charts and analysis for Nasdaq, S&P 500 and Gold: https://t.co/YI9RgudE5w
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