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 BMNR by @10xresearch on X since Oct 2022: not yet scored on BMNR (as of Nov 11, 2026).
Other assets covered (40)
Relative view by default: fewer than 30 BMNR 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.
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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
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