Called $BTC bullish on Sep 24, 2024: $BTC rose 59% in 4 months.
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Head of Research at @K33Research, @K33HQ. Having a good time with my bitcoin and my crypto and everything else that I'm playing with.
accuracy score 53.6 on BTC over 43 BTC calls · 760 days of data · rank 109 of 141 BTC analysts (top 77.3% of the pool) · top 7.27% of an estimated 1,500 BTC analysts worldwide · v20r-multi-sparsepen-strong-ss12m-20261012, computed Nov 11, 2026 · Methodology →
Cite asCryptoQuant has tracked 43 directional calls on BTC by @VetleLunde on X since Jan 2021: ranked #109 of 141 analysts scored on BTC by accuracy — in the Top 10% of an estimated 1,500 BTC analysts worldwide (as of Nov 11, 2026).
Relative view by default: Vetle Lunde’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 @VetleLunde to submit corrections.
Called $BTC bullish on Sep 24, 2024: $BTC rose 59% in 4 months.
View call →Hover the chart to read the thesis of that period · click a day to pin it
Given the severity, size, and global attention surrounding the Binance hack, it is remarkable that this is the monthly performance of BTC and the Nasdaq. Yesterday was basically a correlated sell-off, with very modest excess selling pressure post Nancy. https://t.co/M7Di0GTgAw
View original →If the USD reserve build, the STRC buybacks and the dividends was spent on BTC instead, you end up with 843k BTC vs 848k actual. Almost the same amount, with $700m+ less in annual dividend costs. The tortoise wins. https://t.co/6RZqoutIcd
What if Strategy never used STRC to buy BTC in 2026? If the USD reserve build, the STRC buybacks and the dividends was spent on BTC instead, you end up with 843k BTC vs 848k actual. Almost the same amount, with $700m+ less in annual dividend costs. The tortoise wins. https://t.co/6RZqoutIcd
View original →Bitcoin's 7-day volatility has fallen to a three-year low of 0.52% after inching marginally below the August 14 low of 0.54%. https://t.co/7wsdB5QwJF
View original →BTC derivatives are having a rare calm reset. CME + perp OI fell 49k BTC in 7 days, the biggest drop since Oct 2025, amid low volatility and falling funding rates. Every larger OI drop came with liquidations, whereas this one resembles good ol' profit realization. https://t.co/57eG0ipN4D
View original →Yesterday saw the sixth-largest BTC-denominated inflow to BTC ETPs ever, and the strongest single day since November 2024. https://t.co/eqRpEmUKIx
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