Called $ETH bullish on Oct 17, 2021: $ETH rose 20% in 3 weeks.
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Cite asCryptoQuant has tracked 11 directional calls by @burak_tamaç on CryptoQuant since Jul 2021: tracked, not yet ranked (below the accuracy-scoring baseline) (as of Nov 11, 2026).
Called $ETH bullish on Oct 17, 2021: $ETH rose 20% in 3 weeks.
View call →Why GBTC premium is still negative?
High GBTC discount has been the tale since February 2021. The recovery of the BTC price from low 30s to high 60s did not reflect on the GBTC premium. One assumption was that the possibility of a spot ETF approval suppressed the premium. Yet, SEC rejected the spot ETF application by VanEck almost two weeks ago. The market might be relying on other spot ETF applications because this decision has not been affected the GBTC premium.  
View original →Spot Driven Increase
- Estimated Leverage Ratio = no change - Funding Rate = no change - Derivative Netflow = no change - Spot Reserve = SUDDEN DECREASE It seems like the recent uptrend in Bitcoin is limited supply reserve driven. More demand will strengthen the trend even more.     
- Estimated Leverage Ratio = no change - Funding Rate = no change - Derivative Netflow = no change - Spot Reserve = SUDDEN DECREASE It seems like the recent uptrend in Bitcoin is limited supply reserve driven. More demand will strengthen the trend even more.     
View original →ETH Reserves Still Decreasing
Even though the ETH price has sharply increased since Sep. 28, All Exchanges Reserves have decreased. This is coherent with the long-term trend partially due to ETH 2.0 staking. When the demand side increases from retail and institutions, the inevitable supply shock will move the price upward much faster than anticipated.  
View original →No Sign of FOMO in the market
Despite breaking critical resistances on the way to 55K price for BTC, we do not see a sign of FOMO in the market from retail investors. Transaction count/address inflows are at the 40K price level. Retail investors' participation will be needed to push BTC price to break further resistances.  
View original →Spot Reserves at October 2017 level
Spot Reserves had consistently increased during the 2017 bull market. Yet, they have been adamantly decreasing since the beginning of the 2020-21 bull cycle. Why? I think this is a good question to understand the long-term prospect of the value of Bitcoin.  
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