Called $BTC bullish on Sep 6, 2024 — $BTC rose 90% in 4 months.
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Head of Research @grayscale. Opinions are my own. Disclosure: https://t.co/ojLj461iVI
accuracy score 52.8 on ETH over 78 ETH calls · 835 days of data · rank 55 of 66 ETH analysts (top 83.3%) · v20r-multi-phasecov-sparsepen-strong-20261009, computed Oct 10, 2026 · Methodology →
Cite asCryptoQuant has tracked 78 directional calls on ETH by @LowBeta on X since Mar 2022: ranked #55 of 66 analysts scored on ETH by accuracy (outside the top 25%) (as of Oct 10, 2026).
Relative view by default — Zach Pandl leans one way on 98% 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 @LowBeta to submit corrections.
Called $BTC bullish on Sep 6, 2024 — $BTC rose 90% in 4 months.
View call →Hover the chart to read the thesis of that period · click a day to pin it
Long smart contract platform tokens is an out of consensus view $ETH $SOL $BNB $SUI $AVAX
View original →Next steps for the Ethereum issuance change proposal (EIP-8363) ⬇️ TLDR It’s a no for Hegota but the discussion continues https://t.co/EYRCFK92xi
View original →Lots of interesting stuff in this post from Vitalik on Ethereum's past and future evolution "Hegota - the fork planned for next year - is likely to be Ethereum's last "normal" fork, with features and technology that would be recognizable to someone in 2015. Everything after that involves recursive STARKs, automated formal verification, highly optimized consensus algorithms, and making it all quantum-safe"
View original →Failure of mBridge is not a surprise Infrastructure for the future of digital commerce will not come from the top down It must be decentralized, open source, cryptographically secure, and based on long-term alignment of economic incentives. Ethereum $ETH has the best shot. https://t.co/2mzdrLENAa
View original →"Zcash could gradually capture part of Bitcoin's enormous market share as demand for private digital payments grows."
"The magnitude of Zcash's sharp move can be justified by its low starting valuation and potentially large addressable market."
"Pandl estimates the circulating supply will reach 270 million to 310 million tokens by the end of 2027, producing projected earnings of $3.25 to $3.75 per token and a forward multiple of roughly 15x to 18x at $54."
"Despite the gains in Hyperliquid's HYPE token this year, it still looks cheap compared to fintech equities."
"The current bear market has also featured a major shift in Fed policy expectations and rising real interest rates. Naturally, if macro factors are in the driver's seat, Bitcoin's price could bottom when these macro factors turn around."
"Specifically, CLARITY will help drive growth in tokenized assets and onchain finance. Many revenue-producing crypto assets are trading at low multiples ahead of potential passage of the CLARITY Act, creating an attractive entry point for fundamental investors, in our view."
"Most of these applications carry low operating expenses, so they screen cheaply when valued on earnings or cash flows rather than solely on the token price."
"Many income-producing blockchain applications now appear attractively valued from a fundamental perspective. In fact, most of the top 15 onchain applications by protocol revenue—including Hyperliquid—are now trading at attractive trailing 12-month multiples, many of them at single digits."
"A composite onchain valuation indicator, drawing on net unrealized profit/loss, price-to-CVDD, and market cap to thermocap, shows bitcoin trading well below its long-term average, implying it is undervalued but not as deeply discounted as previous cycle floors such as the post-FTX collapse."
"Strategy's ability to accumulate additional bitcoin is constrained at current STRC and MSTR share prices, suggesting that "other buyers will need to step in for bitcoin's price to establish a sustainable bottom.""
