Called $ETH bullish on Apr 10, 2025: $ETH rose 178% in 4 months.
View call →
Delusional Optimist | Head of Business Development @Lisk | Data-Driven Insights on Markets, Exponential Technologies and Global Power Shifts 📈🔍
accuracy score 64.4 on BTC over 344 BTC calls · 1,783 days of data · rank 43 of 141 BTC analysts (top 30.5% of the pool) · top 2.87% of an estimated 1,500 BTC analysts worldwide · v20r-multi-sparsepen-strong-ss12m-20261012, computed Nov 11, 2026 · Methodology →
Cite asCryptoQuant has tracked 344 directional calls on BTC by @LeonWaidmann on X since Jan 2021: ranked #43 of 141 analysts scored on BTC by accuracy — in the Top 5% of an estimated 1,500 BTC analysts worldwide (as of Nov 11, 2026).
Other assets covered (13)
Relative view by default: Leon Waidmann leans one way on 97% 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 @LeonWaidmann to submit corrections.
Called $ETH bullish on Apr 10, 2025: $ETH rose 178% in 4 months.
View call →Hover the chart to read the thesis of that period · click a day to pin it
I was BULLISH on Bitcoin because of how well it held up after the BIGGEST hack in crypto history... $6.3 BILLION stolen from Binance, yet Bitcoin barely reacted. To me, that looked like a remarkable sign of market strength. After all, if hackers were dumping stolen assets and prices weren't falling, someone had to be absorbing that selling pressure. BUT this chart made me rethink that conclusion. Look at the biggest crypto hacks relative to the size of the market at the time: 🔹 Mt. Gox (2014): 5.84% 🔹 Bitfinex (2016): 0.65% 🔹 Binance (2026): 0.234% 🔹 Bybit (2025): 0.046% Here's the interesting part. The Mt. Gox hack was roughly 25x BIGGER than Binance's relative to the overall crypto market. Suddenly, Bitcoin's muted reaction doesn't look quite as extraordinary. The crypto market is simply MUCH bigger and better equipped to absorb shocks today. I'm still encouraged by Bitcoin's resilience. But I'm also less bullish about what the price reaction actually tells us. And that's why I love looking at data. Sometimes it confirms your thesis. Sometimes it forces you to RETHINK it.
View original →Incredible resilience from Bitcoin! 💪🏻 As I mentioned yesterday, the better the crypto market absorbs the BINANCE SHOCK this week, the stronger the signal that underlying demand remains intact. So far, encouraging signs! 📈 https://t.co/hu0WRrPP6o
View original →
