Called $BTC bullish on Feb 2, 2024: $BTC rose 65% in 6 weeks.
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Host - @thingshiddenio. Founder - @ikigai_fund. God exists.
Cite asCryptoQuant has tracked the directional calls on BTC by @Travis_Kling on X since Mar 2021: not yet scored on BTC (as of Nov 11, 2026).
Relative view by default: fewer than 30 BTC 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 @Travis_Kling to submit corrections.
Called $BTC bullish on Feb 2, 2024: $BTC rose 65% in 6 weeks.
View call →Hover the chart to read the thesis of that period · click a day to pin it
Worth noting, once these types of firms get involved at this size, the whole trade is officially Too Big To Fail. Just know that if anything ever goes horribly wrong with this half a trilly, the US Govt will pick up the tab on it. https://t.co/Dsu94S1Uox
View original →Ok so in the last day- - Bessent’s main crypto advisor quits - Coinbase CLO quits - Trump Media sells $165mm of BTC Did I get that right?
View original →When you say "opportunistically capturing deferred tax assets" instead of "being forced by the market to sell BTC because I was so greedy" https://t.co/xF8TAHd5oz
View original →For the first time in two years, Saylor bought zero BTC in the month of July. In fact, he sold $216mm of BTC. Price +7% on the month.
View original →It’s actually comically straightforward. Sell however many billions of $ of BTC necessary ASAP to take out all the converts and the prefs (yes Saylor can do things near-term that are damaging to these instruments so he can buy them back cheaper; that’s a separate topic). Do the sale in one huge chunk. There are DEF huge buyers of BTC down 20-30% (just guessing where it would get done). Flatten the entire cap structure. No debt no converts no prefs (makes total sense for a business that quite literally does nothing). Then Saylor goes on a media campaign swearing up and down to Satoshi that he is NEVER going to do ANYTHING again. Nothing. Ever. Won’t buy another dollar of BTC. Won’t sell another dollar. Never touch the cap structure again. MSTR will just hold however much BTC they have left after selling a lot to clean up the cap structure. This would pop BTC hard immediately (which is part of the reason you know the BTC sale deal would get done) . And over time, if Saylor does NOTHING, the market will eventually derisk him and his foolishness. And BTC can head much higher (still a big quantum problem and a paper Bitcoin problem but those are separate topics). This is the NO BRAINER right decision for Saylor to make. Right decision for MSTR (which I don’t care about at all) and right decision for BTC (which I care about a lot). I don’t think Saylor will do this though. And I honestly think the main reason he won’t do what is obviously needed is cocaine.
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