Chief Crypto Analyst, @Realvision | Founder, Helios Analytics | Built the crypto research product, Bloomberg Intelligence | Freedom over Fear. Always. #Bitcoin
Cite asCryptoQuant has tracked the directional calls on SOL by @Jamie1Coutts on X since Sep 2021: not yet scored on SOL (as of Nov 11, 2026).
Other assets covered (13)
Relative view by default: fewer than 30 SOL 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 @Jamie1Coutts to submit corrections.
Hover the chart to read the thesis of that period · click a day to pin it
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 →$ETH ETF inflows this month are running close to 30x new supply issued, and at 0.63% of market cap that's about 2x $SOL's flow intensity and 3x $BTC. https://t.co/XoW8iLQdYx
View original →The chart I've used since 2022 to justify a Bitcoin-heavy crypto portfolio just showed its first major bullish divergence. Top 100 crypto, equal-weight vs. market-cap-weighted. A multi-year Weekly RSI Bullish Divergence. No trend break yet, but the signal matters. I've lived through the big weekly RSI divergences: LTCM '98, the GFC, COVID, and across Asian markets at both tops and bottoms. The same signal had me cautious on BTC into Q4 last year, and optimistic in July this year. This is really a smart contract platform ($ETH, solana:So11111111111111111111111111111111111111112 , etc) and DeFi story, the two biggest sectors outside Digital Currency (which, for all intents, is ). Tokenisation and AI agents are shifting the market structure and moving where capital wants to sit. @RealVision Crypto Indices @BitformanceTeam
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