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 CRCL by @10xresearch on X since Oct 2022: not yet scored on CRCL (as of Nov 11, 2026).
Other assets covered (41)
7 CRCL calls on record, a thin history.
Relative view by default: fewer than 30 CRCL 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
Tether’s USDT market cap stands at $182.6 billion, down 0.5% from a week ago, with volume of $58.8 billion, 5% below average. Circle’s USDC market cap fell 1.2% to $71.5 billion, while volume dropped to $11.7 billion, 19% below average. Our stablecoin minting indicator sits in the 2nd percentile, a very negative reading. The stablecoin supply shrank by $1.9 billion last week, and net redemptions over the past 30 days total $4.8 billion. Liquidity is leaving the market rather than coming in. Below, we break down the market structure, show what smart money is doing, and lay out exactly how we think portfolio managers should be positioned for the weeks ahead.
Bitcoin has slipped below $80,000, but the price move is only part of the story. Tether’s USDT market cap stands at $182.6 billion, down 0.5% from a week ago, with volume of $58.8 billion, 5% below average. Circle’s USDC market cap fell 1.2% to $71.5 billion, while volume dropped to $11.7 billion, 19% below average. Our stablecoin minting indicator sits in the 2nd percentile, a very negative reading. The stablecoin supply shrank by $1.9 billion last week, and net redemptions over the past 30 days total $4.8 billion. Liquidity is leaving the market rather than coming in. Below, we break down the market structure, show what smart money is doing, and lay out exactly how we think portfolio managers should be positioned for the weeks ahead.
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