head of research | delphi
accuracy score 60.6 on BTC over 45 BTC calls · 803 days of data · rank 65 of 141 BTC analysts (top 46.1% of the pool) · top 4.33% of an estimated 1,500 BTC analysts worldwide · v20r-multi-sparsepen-strong-ss12m-20261012, computed Nov 11, 2026 · Methodology →
Cite asCryptoQuant has tracked 45 directional calls on BTC by @ceterispar1bus on X since Oct 2021: ranked #65 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).
Relative view by default: ceteris’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 @ceterispar1bus to submit corrections.
Hover the chart to read the thesis of that period · click a day to pin it
while SoVs come back into vogue, remember that for the unsuccessful the bottom is zero. the door is open for non-BTC SoVs but that does not mean everything trying to be a SoV will flourish. would not bet on more than a handful surviving. https://t.co/d4jEZJTGgL
View original →idk man zec just seems so fucking primed btc quantum hedge debasement hedge cybersecurity hedge wealth confiscation hedge ai privacy hedge it's up to the market gods now
View original →quantum has re-opened the door for alt-SoV's for the first time since early bitcoin days https://t.co/afbswSWNPS https://t.co/cV51T6OSL6
View original →my base case for quantum wrt bitcoin which i think is 90%+ odds is that china or the us will get satoshi coins, most other coins will have migrated and it will be basically a nothing burger. don't really think it matters if it's china or the us who gets them.
View original →getting quite bullish internet monies. debasement from current debt situation + ai ponzu bailout = btc flows but quantum is the other side which is going to let other SoV's work as a hedge to btc. 2027 is a big money year for the coins imo.
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