Called $BTC bullish on Sep 6, 2024 — $BTC rose 90% in 4 months.
View call →
Head of Research @grayscale. Opinions are my own. Disclosure: https://t.co/ojLj461iVI
Cite asCryptoQuant has tracked the directional calls on STRC by @LowBeta on X since Mar 2022: not yet scored on STRC (as of Oct 10, 2026).
1 STRC call on record — a thin history.
Relative view by default — fewer than 30 STRC 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 @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
Zcash Foundation is initial design partner for Project Eleven’s post-quantum custody product https://t.co/vGz6DH8DA1
View original →They're tokenizing domain names (seems like good idea to me) https://t.co/bqxQeW7oRQ
View original →Vitalik says we’re gonna be OK https://t.co/NkRpytUx3t
View original →Zodl announcing new Vault product for $ZEC self custody over the long-term It’s a desktop app for Mac OS Waitlist 👇 https://t.co/wIYnQPsTK9
View original →TIL that Michael Egorov’s iconic glasses in his profile pic (@newmichwill) are laser protection goggles Before creating Curve Finance he was a physicist working on unltracold atom experiments $CRV https://t.co/51VRxKJuEx
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.""
