Called $BTC bullish on Jul 29, 2021: $BTC rose 29% in 5 weeks.
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Dir. of Global Macro @Fidelity. Student of history, chart maker, cyclist, cook. Helping investors break thru the clutter. Views are mine. https://t.co/9Pn7wGwMzp
accuracy score 65.2 on BTC over 180 BTC calls · 1,573 days of data · rank 33 of 141 BTC analysts (top 23.4% of the pool) · top 2.20% of an estimated 1,500 BTC analysts worldwide · v20r-multi-sparsepen-strong-ss12m-20261012, computed Nov 11, 2026 · Methodology →
Cite asCryptoQuant has tracked 180 directional calls on BTC by @TimmerFidelity on X since Jan 2021: ranked #33 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 (11)
Relative view by default: Jurrien Timmer’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 @TimmerFidelity to submit corrections.
Called $BTC bullish on Jul 29, 2021: $BTC rose 29% in 5 weeks.
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When markets fall hard and fast enough, correlations often converge, and we can see below that this happened last week as well. Earlier last week the ex-AI basket was only 10% correlated to the S&P 500 index, but by the end of the week it was 40%. The same applies to the S&P 500 equal-weighted index (SPW) and even REITs and Bitcoin.
View original →I still prefer Bitcoin over gold for the time being, and its relative price is holding up even as both assets have sold off. https://t.co/1JKztVyqjd
View original →As for gold and Bitcoin, unfortunately they have gotten more correlated to equities lately and have joined the risk-off party in recent weeks. Both assets are 60-70% correlated to the SPX right now. https://t.co/uSILeHP2ww
View original →No matter how farfetched the idea might be of the Treasury Department repricing its gold to create cashflows out of thin air, even a remote possibility that desperate governments will do desperate things is a reminder to always have real assets in the portfolio. On that note, I continue to be impressed by Bitcoin’s resilience. I think it will be eating gold’s lunch for a while, although I remain bullish on both.
View original →And Bitcoin? A new 4-year cycle bull market could be underway, based on its power law patterns. There doesn’t seem to be a narrative, but then again, bull markets rarely start with one. https://t.co/trJJ2giWdh
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