Called $DOGE bullish on Sep 27, 2024: $DOGE rose 267% in 2 months.
View call →
Founder/CEO Global Macro Investor, @RealVision. Figuring things out at the nexus of Macro, Web3 & the Exponential Age. Not a guru.
accuracy score 49.9 on QQQ over 7 QQQ calls · 151 days of data · not ranked: too few calls on the asset · v20r-multi-sparsepen-strong-ss12m-20261012, computed Nov 7, 2026 · Methodology →
Cite asCryptoQuant has tracked 7 directional calls on QQQ by @RaoulGMI on X since Jan 2021: scored 49.9 on QQQ, not yet ranked (151 days of data) (as of Nov 11, 2026).
Other assets covered (13)
7 QQQ calls on record, a thin history.
Relative view by default: fewer than 30 QQQ 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 @RaoulGMI to submit corrections.
Called $DOGE bullish on Sep 27, 2024: $DOGE rose 267% in 2 months.
View call →Hover the chart to read the thesis of that period · click a day to pin it
Nasdaq has beaten the debasement rate by roughly 12% a year... a great asset to own, because tomorrow is always more digital than today. Bitcoin has beaten it by 89% a year. That's why crypto is the super massive black hole of asset allocation. It becomes the most powerful asset we've ever had. The greatest performing asset of all time. This is the crux of my Everything Code framework... why debt forces central banks to debase, why markets endlessly go higher, and why only tech and crypto beat it.
Debasement drives everything. Nothing stops it until AI and robots replace population growth. Nasdaq has beaten the debasement rate by roughly 12% a year... a great asset to own, because tomorrow is always more digital than today. Bitcoin has beaten it by 89% a year. That's why crypto is the super massive black hole of asset allocation. It becomes the most powerful asset we've ever had. The greatest performing asset of all time. This is the crux of my Everything Code framework... why debt forces central banks to debase, why markets endlessly go higher, and why only tech and crypto beat it.
View original →Which tells you something most people never realise. These assets are not really trading on earnings, or news, or whatever the story of the week is. They’re tracking the amount of money in the system. Bitcoin just swings harder around that line, because on top of liquidity it is young, volatile, emotional, and still riding a network adoption curve. Sometimes it runs hot. Sometimes it runs cold. Right now it is running cold, so people think something is broken. Nothing is broken. It’s doing exactly what it always does. So here is the question. If these assets track liquidity this closely... what if t you could forecast liquidity itself? Well, actually, you can. As I lay out in my Everything Code framework, liquidity is driven by the debasement of currency, and debasement can be forecast years ahead, because the interest payments that drive it are already known today and they lead liquidity by around three years. Bonkers.
Bitcoin is 87% correlated to global liquidity. The NASDAQ is 97% correlated. Which tells you something most people never realise. These assets are not really trading on earnings, or news, or whatever the story of the week is. They’re tracking the amount of money in the system. Bitcoin just swings harder around that line, because on top of liquidity it is young, volatile, emotional, and still riding a network adoption curve. Sometimes it runs hot. Sometimes it runs cold. Right now it is running cold, so people think something is broken. Nothing is broken. It’s doing exactly what it always does. So here is the question. If these assets track liquidity this closely... what if t you could forecast liquidity itself? Well, actually, you can. As I lay out in my Everything Code framework, liquidity is driven by the debasement of currency, and debasement can be forecast years ahead, because the interest payments that drive it are already known today and they lead liquidity by around three years. Bonkers.
View original →
