Delusional Optimist | Head of Business Development @Lisk | Data-Driven Insights on Markets, Exponential Technologies and Global Power Shifts 📈🔍
Cite asCryptoQuant has tracked 10 directional calls on POL by @LeonWaidmann on X since Jan 2021: not yet scored on POL (as of Nov 12, 2026).
Other assets covered (13)
Relative view by default: fewer than 30 POL 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 @LeonWaidmann to submit corrections.
Hover the chart to read the thesis of that period · click a day to pin it
EURO Stablecoin supply is rapidly growing. 📈📈 https://t.co/FxXS7j9xfC
View original →ethereum:native staking just hit another ALL-TIME HIGH! 📈 And the trend is looking increasingly BULLISH. 🔹 36.23% of all ETH is now staked 🔹 More than 44 MILLION ETH securing the network 🔹 Up from ~29% at the beginning of 2026 Think about that. More than 1 in 3 ETH is now committed to securing Ethereum. And despite weak ETH price action, staking participation keeps climbing. PRICE is struggling. STAKING is breaking RECORDS. I think the market is STILL seriously UNDERAPPRECIATING this trend. Great chart by @ValidatorQueue.
View original →ETH price is struggling. BUT its ONCHAIN economy tells a different story! 📈 Ethereum application revenue continues to show remarkable strength. 🔹 $28.94M in application revenue 🔹 Ethereum Mainnet: ~74.2% 🔹 Layer 2s: ~25.8% 🔹 Recent revenue spikes have exceeded $50M And here's what I find particularly BULLISH. Despite weak ETH prices, applications across Ethereum continue generating substantial revenue. The long-term trend is clearly UP, even with significant volatility. And I think that story is still massively UNDERAPPRECIATED. 👀 Great chart by @growthepie_eth.
View original →ethereum:native stakers are HODLING. https://t.co/DWUDjZQjES
View original →Crypto sentiment is approaching CAPITULATION territory, but we're NOT there yet! 📉 🔹 Fear & Greed Index: 24 🔹 Down from 57 just one month ago 🔹 A massive 33-point COLLAPSE But here's what I find particularly interesting. Markets don't need everyone to turn bullish before prices start recovering. Sometimes, all it takes is for selling pressure to exhaust itself. And when sentiment deteriorates this FAST, the reversal can be just as VIOLENT. I wouldn't be surprised to see a SHARP move higher within the next couple of days from here. 📈
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