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 74.5 on ETH over 289 ETH calls · 1,429 days of data · rank 1 of 65 ETH analysts (top 1.5% of the pool) · top 0.11% of an estimated 950 ETH analysts worldwide · v20r-multi-sparsepen-strong-ss12m-20261012, computed Nov 11, 2026 · Methodology →
Cite asCryptoQuant has tracked 289 directional calls on ETH by @10xresearch on X since Oct 2022: ranked #1 of 65 analysts scored on ETH by accuracy — in the Top 1% of an estimated 950 ETH analysts worldwide (as of Nov 11, 2026).
Other assets covered (41)
Relative view by default: Markus Thielen’s calls are mostly nuanced, so each day is read against their usual tone.
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
Stablecoin outflows are accelerating. Stablecoin money is leaving crypto at the fastest pace since at least January 2025. 30-day flows have gone from +$1.0bn on October 1 to −$10.0bn, and Ethereum has fallen 21% over the same period, from $2,706 to $2,133. Stablecoins are the cash that funds crypto buying, so outflows on this scale leave less money to buy ETH. 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/4PKimhmo8O
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 →Bitcoin and Ethereum Midterm Trap? What Trades Need to Know Now to Make $$$ With US midterm election risk largely cleared, crypto markets sit at a pivotal structural inflection, caught between lagging pre-election narratives and emerging cross-currents. While our systematic trend models remain technically short both Bitcoin and Ethereum, fading consensus to trade against established signals demands exceptional risk/reward skew. Rather than relying on superficial political assumptions, such as whether a shifting Congressional balance overrides macro liquidity, we evaluate high-timeframe cyclical oscillators, volume-shelf defense, and key inflection thresholds to assess whether this correction represents a tradeable regime shift or a bull-market wash-out. For portfolio managers actively managing risk budgets into year-end, this note outlines the exact framework and invalidation levels that dictate whether to stay defensive or aggressively fade the baseline model. Full report: https://t.co/6RzwAwF2lN
View original →Bitcoin and Ethereum Midterm Trap? What Trades Need to Know Now
Post-midterm inflection, but systematic models stay short BTC/ETH; contrarian longs need exceptional risk/reward.
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