Called $BTC bullish on Sep 12, 2023 — $BTC rose 177% in 6 months.
View call →
market enjoyer. not investment advice, personal opinions which change, etc.
Cite asCryptoQuant has tracked the directional calls on BABA by @WClemente on X since Jan 2021: not yet scored on BABA (as of Oct 10, 2026).
Other assets covered (17)
8 BABA calls on record — a thin history.
Relative view by default — fewer than 30 BABA 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 @WClemente to submit corrections.
Called $BTC bullish on Sep 12, 2023 — $BTC rose 177% in 6 months.
View call →Hover the chart to read the thesis of that period · click a day to pin it
Wealth inequality is also largely an age gap thing. At some point, govt will need to coordinate a transfer. This eventually likely manifests in running negative real rates, transferring wealth from bond holders to assets like emerging tech, bitcoin, etc. that young people own. https://t.co/iVJT3vmxfG
View original →Total supply of tokenized equities now represents over 1% of total stablecoin supplies chart @arkinvest https://t.co/Cl3ZrxlVE9
View original →Trimmed some exposure this morning, going through and seeing some signs of froth in things like altcoin OI relative to BTC OI. Meanwhile second highest spike in bond vol of year and yields showing no signs of stopping. Still keeping a sizable % core BTC posn to hold from 60s.
View original →2nd biggest single day jump in the move index (bond volatility) of 2026 https://t.co/fo8lDm4tLR
View original →Odds that cycle lows for btc are firmly in growing by the day. Every day that goes by and every price move up, the higher the current rally (blue) is plotted on this graph I made a few weeks ago. ~87% probability that cycle low is in based on this https://t.co/6GG7GZc5Zw
View original →"The Treasury is intervening in unprecedented ways in the [foreign exchange] market, now increasing buybacks on the long end, interest payments and debt as a percentage of GDP both at record highs. All roads eventually lead to bitcoin."
"Implied volatility for bitcoin nearing its lowest levels on record."
"After holding the lows during extreme Saylor fears, some [bullish divergence] shown on momentum indicators, and relative strength shown to equities last few days. With implied volatility floored, most interesting spot for crypto in a while here."
"it seems like Bitcoin OGs are done selling aggressively for now."
"Gold and silver casually adding an entire bitcoin market cap in a single day"
"Being objective, it's tough to be excited about Bitcoin here based on price action."
"It's a pure reflection of liquidity and no earnings, if anything, economic uncertainty/deglobalization are positive for Bitcoin."
"Bitcoin will be the fastest horse"
"We live in such a bubble. Pro-crypto regulations are coming."
"Online commentators were "freaking out because Trump didn't do anything with regard to crypto on the first day he got sworn in.""
