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
Cite asCryptoQuant has tracked the directional calls on UNI by @Jamie1Coutts on X since Sep 2021: not yet scored on UNI (as of Nov 11, 2026).
Other assets covered (13)
4 UNI calls on record, a thin history.
Relative view by default: fewer than 30 UNI 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.
Called $XAU bullish on Nov 18, 2023: $XAU rose 167% in 26 months.
View call →Hover the chart to read the thesis of that period · click a day to pin it
Nov 2021: 6 chains had a real app economy, and Ethereum + its L2s took 72% of the fees. Last 30 days: 16 chains. Ethereum + L2s 39%, Solana 31%. What the map shows is how differently they got there. Ethereum's economy is a web: 61% of its app fees come from apps that also run on other chains (Uniswap alone is on 9). Solana's is homegrown: 77% of its app fees come from apps that only live on Solana. Viable alternative hubs have appeared too, in Tron and Hyperliquid. But Hyperliquid is EVM-compatible, so it sits inside Ethereum's wider web rather than outside it. Count every EVM chain and it's 65% of the app fees on the map. Ethereum's footprint keeps spreading. This is a snapshot from the Helios Analytics crypto terminal, launching with @RealVision at the end of the month. Soon, Pro members will have access to their own comprehensive crypto analytics platform Still working on it, including better ways to show NEAR Intents as the growing connective tissue between ecosystems. Excited to finally see this platform launch!
View original →My thoughts on Global liquidity are that it will be at a trough in Q1 vs. later in 2027, per its typical cadence. The question is the mechanism of action and how much dislocation will occur between now and then. I break down my thoughts today on macro for @RealVision Pro members in the latest video, where I cover the last two Deep Dives: The Tokenisation Tollroads ($UNI & $AERO) & the sui:native protocol update.
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