Called $XAU bullish on Nov 18, 2023: $XAU rose 167% in 26 months.
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Chief Crypto Analyst, @Realvision | Founder, Helios Analytics | Built the crypto research product, Bloomberg Intelligence | Freedom over Fear. Always. #Bitcoin
accuracy score 53.8 on ETH over 68 ETH calls · 691 days of data · rank 41 of 65 ETH analysts (top 63.1% of the pool) · top 4.32% of an estimated 950 ETH analysts worldwide · v20r-multi-sparsepen-strong-ss12m-20261012, computed Nov 11, 2026 · Methodology →
Cite asCryptoQuant has tracked 68 directional calls on ETH by @Jamie1Coutts on X since Sep 2021: ranked #41 of 65 analysts scored on ETH by accuracy — in the Top 5% of an estimated 950 ETH analysts worldwide (as of Nov 11, 2026).
Other assets covered (13)
Relative view by default: Jamie Coutts leans one way on 100% 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 @Jamie1Coutts to submit corrections.
Called $XAU bullish on Nov 18, 2023: $XAU rose 167% in 26 months.
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Nov 2021: 6 chains had a real app economy, and Ethereum + its L2s took 72% of the fees. Last 30 days: 16 chains. Ethereum + L2s 39%, Solana 31%. What the map shows is how differently they got there. Ethereum's economy is a web: 61% of its app fees come from apps that also run on other chains (Uniswap alone is on 9). Solana's is homegrown: 77% of its app fees come from apps that only live on Solana. Viable alternative hubs have appeared too, in Tron and Hyperliquid. But Hyperliquid is EVM-compatible, so it sits inside Ethereum's wider web rather than outside it. Count every EVM chain and it's 65% of the app fees on the map. Ethereum's footprint keeps spreading. This is a snapshot from the Helios Analytics crypto terminal, launching with @RealVision at the end of the month. Soon, Pro members will have access to their own comprehensive crypto analytics platform Still working on it, including better ways to show NEAR Intents as the growing connective tissue between ecosystems. Excited to finally see this platform launch!
View original →Crypto has been down this month, yet something beneath it looks different. Applications may finally deserve attention as viable investments. For spot buyers, without the pre-TGE terms given to insiders and VCs, apps have been a diabolical trade. The average scored app lost 84% in 2022 then lagged smart-contract platforms in the bull market. Liquidity gathered around Bitcoin first, then Ethereum and larger platforms. A useful DeFi product was no guarantee of a rewarding token. Even if a value-accrual mechanism existed, the market didn't seem to care. Unlocks, cyclical casino demand and regulatory hostility undermined the investment case at every turn. Now the old financial system needs new rails. The GENIUS Act and a more constructive SEC/CFTC approach give exchanges, banks, asset managers and lenders reason to explore on-chain markets. I see an open financial system taking shape, with new businesses run by code. Some applications are becoming serious businesses, with real revenues, operating metrics that outshine legacy firms, and I finally see capital discipline in parts of the sector. Since March 2025, the top third of scored apps on my Quality screen gained 64.8% net while the average lost 10.6%. That is hard to ignore. But it's < 2 years of data in a 5-year backtest, not live proof of alpha; over the full period since 2022, the top third trails the average. We need to follow it live. Ar @RealVision, I am integrating a new Helios Analytics dashboard for Alpha and Pro members this week. I think it will be essential for understanding what sits behind a token, alongside adoption, valuation, technicals and liquidity. If you haven't already, join us here https://t.co/oApcjkVLeY
View original →After an extraordinary two-month rally, altcoin (ex-BTC & ETH) open interest (% of MC) is at the 98th percentile. Altcoin vs. BTC OI ratio is at the 97th percentile. Levels not seen since the 2024 and 2025 altcoin peaks. Meanwhile, BTC & ETH leverage is more benign. No imminent doom, but caution is warranted given the concentration risk in altcoin high flyers and high-beta names. @RealVision
View original →We have never seen an altcoin-led crypto recovery off the lows before. I have been writing about the 'shift' at @RealVision this year. This is the thesis For a decade, crypto's entire focus was scaling the tech to onboard global finance. Token value was an afterthought, and where it wasn't an afterthought, it was actively suppressed. A hostile SEC made sure good teams and good founders never touched anything that looked like designing a token to accrue value, because that looked like a security. Tokenholders ate it. Retail died. Developers left. Then Ethereum gas fees topped $100 a transaction in 2021 and rang the top of that market. Scaling became the only thing that mattered. The industry delivered. We now have an oversupply of blockspace and transaction costs near zero, but that fight also produced an oversupply of protocols and tokens, diluting attention and value across the board. A wave of teams is now correcting for it: Hyperliquid's buybacks have compressed $HYPE supply ~7% in 90 days, Aerodrome has routed over $190M in fees back to lockers this year, Jupiter and NEAR have cut inflation and turned on buybacks of their own. That list is growing every month. Pair that with real demand. Tokenized real-world assets, ex-stablecoins, sit at $32.6B, up from ~$21B at the start of the year, through a tape where crypto prices were cut in half. Scaling was the story of the last cycle. Supply discipline meeting real demand is the story of this one.
View original →Is crypto back? Everyone who quietly rebranded to AI last year seems to think so. Some thoughts on the market, and on @RealVision. Tis the season of humble brags on X, so here's mine. In reality, this was a pretty tough bear market. Crypto had to face the reality of a big drawdown outside of a general equities sell-off. But dogged analysis while the poo was flying thick and fast generated targeted calls and positioning insights that took the portfolio I run for the Pro tier up 2x in 2 months. I don't overtrade. I make high-conviction calls. My primary calls: 1. Derive ethereum:0xb1d1eae60eea9525032a6dcb4c1ce336a1de71be, up 5x from the March Deep Dive 2. Zcash $ZEC (2 trades), up 5x from the April Deep Dive 3. NEAR Protocol $NEAR, up 2x from the June Deep Dive 4. The SCP vs BTC, and the DeFi vs SCP outperformance call 5. In July, deployed 75% of the cash built up since the Q3 2025 top 6. Lousy call on Circle $CRCL, down 20% At @RealVision, my Pro members' portfolio compounded at 40% p.a. for 3 years, including the 47% drawdown. Importantly, it has outperformed both NDX and BTC. Now for the reality check. Altcoin open interest is at the 91st percentile versus Bitcoin. Things are frothy. But the first move out of a bear can be like that without derailing the cycle. This is not the time to get super aggressive or reach for leverage. Expect more volatility. I never like to overtrade the start of a cycle, but taking some profits makes sense. I want to hold Quality names for the medium to long term. (ps: I am bringing out a Quality index/basket to help narrow the field for Alpha tier subscribers.) On the macro front, I am still concerned about the general state of global liquidity. DXY is strong, the yield curve is flattening, and real rates are climbing. We are late stage in the 5-year refi cycle. Bessent blinked, but it will take more to get through this. Crypto could easily see a 30%+ pullback which means (50%+ for many high flyers). But for long-term investors who are now waking up and need to take their crypto allocation from nothing to something (depending on risk tolerance), dips are for buying quality names. The structural tailwinds are coalescing. Some of this move is ahead of the data, but that's generally how markets work. Assets are pricing in what the agent economy + tokenisation looks like in 12 months, not today. Just a short comment on @RealVision. We have been around for 13+ years. After being force-fed the bile of BBG and CNBC for 20 years in TradFi, I saw straight away how transformative the platform was back in 2014 and became a foundational subscriber. I was a subscriber for almost a decade before joining @RaoulGMI to build out the crypto product. It's been an incredible 3 years. Whether as a strategist or a subscriber, I am lucky each day to read the phenomenal macro, equity, tech, AI, and geopolitics analysis from the team of independent strategists team: Raoul, @AndreasSteno, @RosenvoldGeo, and @DMattin. That's 5 strategists who often agree but, more importantly, often disagree. There is no 'house' view. If that upsets you, go become a client of Morgan Stanley, JPM or some brokerage with a conflict of interest. My lane is crypto. That's what I love, and I have never been more bullish on the secular trend that inspired me to leave the TradFi world years ago. Brutal, undignified, sleep-destroying. Best job I have ever had.
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