Called $SOL bullish on Sep 29, 2023: $SOL rose 455% in 3 months.
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καλέω: to call This is my journal Co-Founder - @LedgArt_io
Cite asCryptoQuant has tracked the directional calls on COIN by @CryptoKaleo on X since Jan 2021: not yet scored on COIN (as of Nov 11, 2026).
Other assets covered (31)
Relative view by default: fewer than 30 COIN 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 @CryptoKaleo to submit corrections.
Called $SOL bullish on Sep 29, 2023: $SOL rose 455% in 3 months.
View call →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 →#Ethereum / ethereum:native Current price action vs. Summer 2025. https://t.co/x4jtEgvh6t
View original →#Bitcoin / $BTC NOBODY IS BULLISH ENOUGH https://t.co/y0NTf2ZQCi https://t.co/JvpSljXOtC
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