Chief Crypto Analyst, @Realvision | Founder, Helios Analytics | Built the crypto research product, Bloomberg Intelligence | Freedom over Fear. Always. #Bitcoin
Cite asCryptoQuant has tracked 9 directional calls on SPY by @Jamie1Coutts on X since Sep 2021: not yet scored on SPY (as of Nov 11, 2026).
Other assets covered (13)
Relative view by default: fewer than 30 SPY 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
Most dashboards tell you what moved. The Radar on the Helios Analytics crypto terminal tells you what moved abnormally. Every asset is scored against its own history, price and fundamentals (fees, revenue, TVL, volume), so a move is judged by how unusual it is for that coin rather than how big it looks. That matters in a month like this one. Only 9 of 182 assets rose and the median coin fell 23%. In absolute terms almost everything looks the same. Relative to their own history, a few stand right out. THORChain is the fundamental divergence. $RUNE revenue is +3.6 SD vs its 1-year norm, with the 14-day average up 66% in a month and at the 97th percentile of the past year. The price is down 13% over the same 30 days. BitTorrent is the volume one. $BTT traded $39M on 9 Nov, almost double its 14-day average and +4.1 SD vs its 1-year norm, while the price barely moved (-2.5% for the month). Neither is a buy signal on its own (a spike can be noise, or one big trade). But when the whole market is red, knowing which numbers are genuinely out of character is a much better place to start.
View original →The inflection in on-chain activity from the mid-year lows has cooled. The one major bright spot is tokenised stocks, which looks like a driver somewhat independent of animal spirits. Global exchanges continue to announce partnerships with onchain venues and blockchain infrastructure (NYSE & Avalanche yesterday)
View original →Interesting data on where value is accruing in the crypto economy.. https://t.co/jH2H7sDyCf
View original →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 →So far, $BTC has held the $75k support level; below it is an air pocket to mid-$60k, and several key trend filters flip bearish. Conversely, if it breaks $87k, the August trend reversal will be confirmed across a range of critical weekly technical and onchain data levels. 🍿 https://t.co/UAUjhSQGWN
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