Trading on news & the latest narratives
accuracy score 51.2 on ETH over 46 ETH calls · 801 days of data · rank 57 of 65 ETH analysts (top 87.7% of the pool) · top 6.00% of an estimated 950 ETH analysts worldwide · v20r-multi-sparsepen-strong-ss12m-20261012, computed Nov 11, 2026 · Methodology →
Cite asCryptoQuant has tracked 46 directional calls on ETH by @Route2FI on X since Oct 2021: ranked #57 of 65 analysts scored on ETH by accuracy — in the Top 10% of an estimated 950 ETH analysts worldwide (as of Nov 11, 2026).
Other assets covered (22)
Relative view by default: Route 2 Fi’s calls are mostly nuanced, so each day is read against their usual tone.
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 @Route2FI to submit corrections.
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$ETH with a new leg down rn. https://t.co/3lD2sVtHnf
View original →So far, I've survived LUNA/UST-collapse, the day of the Celsius freeze in 2022, when $ETH dipped to $880, the collapse of FTX ($BTC down to $15k), $USDC depeg to $0.85, the August 5th crash in 2024 where ETH went down 20% intraday and alts nuked a lot more, Bybit hack 2025, Oct 10 crash 2025 where alts went to literally zero, and the Binance hack yesterday. If you're still here and doing okay, give yourself a pat on the back.
View original →Binance would need a couple of months to fill this hole, unless they use other shady tactics to get whole faster. The hacker has $BTC worth $1.4b and $ETH worth $1b ready to sell. For $BTC, that's more than 3x the $450M that spot ETFs bought all week. If this is like the Bybit hack, then buying back coins could create meaningful demand. But there’s a large potential seller on the other side. With that said, I like the $BTC setup enough to take a position. My thought here is that Binance will 100% recover from this. But after this + October 10, another incident like this gives traders another reason to reconsider how much money they keep on CEXes (which is why we saw a huge spike in the $HYPE price after the hack). Decentralized exchanges for the win.
View original →Bitmine is approaching its target of owning 5% of the ETH supply. Lee has said that once they get there, they’ll stop accumulating. Bitmine has bought ETH every single week since launching the strategy in June, 2025. The last 4 reported weekly purchases were: 15,112 ETH on October 4 12,532 ETH on October 11 12,535 ETH on October 18. 10,452 ETH today. $ETH at $2,350 means approx. $120m in buying pressure over a month. Bitmine now holds 6,051,933 ETH, and we should have approx. 5-ish more weeks with buying to reach 5%. Anyway, maybe it doesn't matter though. Everyone knows this buying is about to end. It's "priced in". Maybe. Idk. And it's not like they're going to dump it anyway.
Does anyone have any thoughts on what consequences it will have (if any at all) for $ETH when Tom Lee stops buying? Bitmine is approaching its target of owning 5% of the ETH supply. Lee has said that once they get there, they’ll stop accumulating. Bitmine has bought ETH every single week since launching the strategy in June, 2025. The last 4 reported weekly purchases were: 15,112 ETH on October 4 12,532 ETH on October 11 12,535 ETH on October 18. 10,452 ETH today. $ETH at $2,350 means approx. $120m in buying pressure over a month. Bitmine now holds 6,051,933 ETH, and we should have approx. 5-ish more weeks with buying to reach 5%. Anyway, maybe it doesn't matter though. Everyone knows this buying is about to end. It's "priced in". Maybe. Idk. And it's not like they're going to dump it anyway.
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