Founder & President, Forest for the Trees (FFTT). Author of "The Mr. X Interviews, Volumes I & II.” I never solicit via DM's. RT not endorsements.
accuracy score 65.5 on BTC over 941 BTC calls · 1,941 days of data · rank 29 of 141 BTC analysts (top 20.6% of the pool) · top 1.93% of an estimated 1,500 BTC analysts worldwide · v20r-multi-sparsepen-strong-ss12m-20261012, computed Nov 11, 2026 · Methodology →
Cite asCryptoQuant has tracked 941 directional calls on BTC by @LukeGromen on X since Jan 2021: ranked #29 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 (12)
Relative view by default: Luke Gromen leans one way on 95% 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 @LukeGromen to submit corrections.
Hover the chart to read the thesis of that period · click a day to pin it
China in the WTO was "AI productivity miracle 1.0." Chart below shows US "Not in Labor Force" as a % of Total US Population, 1975-today. Black line = China in the WTO. "NILF" up 600 bps as a % of population since then. Today, that's ~20m people. Bullish for gold, BTC, UBI, Federal debt levels, stocks, & western political instability.
View original →1. I logged onto Coinbase recently to buy more BTC, & was struck that unlike when i first bought BTC on Coinbase in 2013, Coinbase now offers all sorts of BTC derivatives, offering varying degrees of leverage, all cash-settled (not BTC-settled). 2. BTC peak-to-peak CAGR returns have collapsed in the 2 cycles since cash-settled** BTC derivatives began trading (**"cash-settled" is key, because it means the owner of the biggest printing press increasingly sets marginal prices over time, NOT physical supply & demand. In most cases, the owner of the biggest printing press is the very fiat system BTC was designed to escape from) 👇 As a BTC holder since 2013 (and still), this collapse in peak-to-peak CAGR of BTC troubles me greatly. I would be happy to have anyone explain why peak-to-peak returns have collapsed in the past 8 years & why they think this trend will stop despite the seeming continued expansion of cash-settled BTC derivatives and cash-settled betting markets on BTC. Thank you. 🙏❤️
Surprised at the reaction to this post. Here is the thought that generated it: 1. I logged onto Coinbase recently to buy more BTC, & was struck that unlike when i first bought BTC on Coinbase in 2013, Coinbase now offers all sorts of BTC derivatives, offering varying degrees of leverage, all cash-settled (not BTC-settled). 2. BTC peak-to-peak CAGR returns have collapsed in the 2 cycles since cash-settled** BTC derivatives began trading (**"cash-settled" is key, because it means the owner of the biggest printing press increasingly sets marginal prices over time, NOT physical supply & demand. In most cases, the owner of the biggest printing press is the very fiat system BTC was designed to escape from) 👇 As a BTC holder since 2013 (and still), this collapse in peak-to-peak CAGR of BTC troubles me greatly. I would be happy to have anyone explain why peak-to-peak returns have collapsed in the past 8 years & why they think this trend will stop despite the seeming continued expansion of cash-settled BTC derivatives and cash-settled betting markets on BTC. Thank you. 🙏❤️
View original →Interesting to contrast the relative silence on my feed about a 4% move up in gold miners today with the cacophony on my feed that accompanied a 5% move up in BTC yesterday. 🤔 https://t.co/K3tZtR8X9g
View original →How it started (left): "The Debasement Trade is Unraveling and Kevin Warsh is One Big Reason" - Bloomberg, 6/24/26 How it's going (right): BTC up 41% since, gold up 9% since. https://t.co/97sRT6A8G1
View original →This could prove 100% accurate if he swaps ALL the Federal debt for T-Bills, then uses those T-Bills to back 0% yielding stablecoins, then cuts the rate on those T-Bills to 0.60% (b/c the banks don't deserve 3.5% on stablecoins). You're gonna want to own more gold & BTC though. https://t.co/GucOX0rLVO
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