καλέω: to call This is my journal Co-Founder - @LedgArt_io
accuracy score 63.6 on BTC over 1,590 BTC calls · 2,132 days of data · rank 51 of 141 BTC analysts (top 36.2% of the pool) · top 3.40% of an estimated 1,500 BTC analysts worldwide · v20r-multi-sparsepen-strong-ss12m-20261012, computed Nov 11, 2026 · Methodology →
Cite asCryptoQuant has tracked 1,590 directional calls on BTC by @CryptoKaleo on X since Jan 2021: ranked #51 of 141 analysts scored on BTC by accuracy — in the Top 5% of an estimated 1,500 BTC analysts worldwide (as of Nov 11, 2026).
Other assets covered (31)
Relative view by default: K A L E O leans one way on 95% of days, so a softer or opposite tone stands out against their usual stance.
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 @CryptoKaleo to submit corrections.
Hover the chart to read the thesis of that period · click a day to pin it
Likely MSCI removal and ongoing dilution hurt MSTR long-term; buy BTC directly instead of MSTR
There's a good chance $MSTR is included on the list of MSCI removals published tomorrow, which will go into effect at the end of this month. My take: Usually when something is fairly predictable, the news is already priced in. MSCI finalized its new index eligibility rules on October 15th. The rules now exclude non-operating companies from its indexes. #Bitcoin has steadily bled off since then. Why? If MSTR is removed from MSCI indexes, JPMorgan estimated it could force ~$2.8 billion of selling from MSCI tracking funds. Strategy is the largest public holder of BTC by a wide margin. This obviously brings back the question from this summer of whether this could put Strategy in a position where they're short on cash and forced to sell BTC to cover obligations, since MSTR is their main source of raising funds. Where I believed that was possible this summer, I don't believe it's very likely at all anymore. This summer we were still debating whether or not Strategy would stay true to their guidelines of common shareholder dilution. Since then, they've shown they're willing to change metrics to justify diluting common shareholders in order to raise large sums of capital without selling large amounts of BTC to cover any current or future obligations. I see no reason why that'll change. People believe MSTR is a leveraged bet on BTC, so they'll continue to bet on it as that, and Saylor will continue to be able to print as much money as he needs to cover obligations. So while the news isn't particularly bullish for MSTR from a long-term perspective, I really see it having little fundamental impact on Bitcoin. So buy the fear, and remember: If you're bullish on Bitcoin, just buy Bitcoin.
View original →#Bitcoin / $BTC GENERATIONAL BOTTOM. BULLIEVE IN THE GOLDEN BULL RUN. https://t.co/idyyzPs8Ky
View original →Believe it or not, Bitcoin is continuing to print new highs vs. NVDA. If you're in AI, it's time to pivot to crypto. https://t.co/OCRbXb1mDW https://t.co/vJL82VUjYB
View original →#Bitcoin / $BTC NOBODY IS BULLISH ENOUGH https://t.co/y0NTf2ZQCi https://t.co/JvpSljXOtC
View original →#Bitcoin / $BTC Kalshi has a forecast of $76K for for the end of the year. I believe BTC makes a run back toward $100K from this range. Buy the fear and be more bullish. https://t.co/uCc7nPAn6x
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