BTCBitcoinBullishBitcoin
2w ago on
Increased my bid back up to 69,420 from 42,069 https://t.co/ZFN3Ja7DcD
View original →
https://t.co/SgaSuGdrox macro & beta @2Graybeards for beta. Both for investor education, Brevan Howard, Bridgewater, Salomon, Dad of 4. Go Penn, No tweet is advice
accuracy score 51.1 on BTC over 93 BTC calls · 432 days of data · rank 118 of 141 BTC analysts (top 83.7% of the pool) · top 7.87% of an estimated 1,500 BTC analysts worldwide · v20r-multi-sparsepen-strong-ss12m-20261012, computed Nov 11, 2026 · Methodology →
Cite asCryptoQuant has tracked 93 directional calls on BTC by @dampedspring on X since Aug 2025: ranked #118 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).
Other assets covered (19)
Relative view by default: Andy Constan leans one way on 92% of days, so a softer or opposite tone stands out against their usual stance.
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 @dampedspring to submit corrections.
Hover the chart to read the thesis of that period · click a day to pin it
Increased my bid back up to 69,420 from 42,069 https://t.co/ZFN3Ja7DcD
View original →Is there anyone on here who believes that we are in a fiscal dominance regime that is NOT Deeply committed/invested/earns a professional paycheck/etc in gold/btc/crypto/hard money? Upton Sinclair quote.
View original →@_DannyKnowles and I talk about bitcoin as a part of a portfolio and some other big topics. Danny is great at getting me to express opinions I have no business expressing as well. Enjoy https://t.co/rSo99ryJ4S
View original →Stating the obvious NGDP growth like you read about That's what's happening we all know the reasons Massive AI investment Easy monetary conditions Fiscal spending Low private sector leverage at low costs Massive wealth fueling consumption Without regard to pricing Good for assets but really bad for nominal bonds and bad for tips and cash. Awesome for commodities and stocks and okay for gold and crypto/BTC That's what's happening. That's the trend. Policymakers can kill it but aren't trying. Fiscal/Treasury is tweaking the trend and supporting bonds which is turning already bad environment for cash to truly awful for cash and good for inflation. As long as that trend continues Dips are bought in commodities (even oil even if peace) stocks, and gold. Rallies are sold in bonds When does it end? How does it end? Different ways. Hike until it ends Let long end do what it needs to do instead of actively suppressing Ai takes longer to work than expected Private sector financing capacity gets exhausted Prices become extreme and can't breath in the thin air. Inflation forces fiscal austerity and consolidation to assuage the populous. Some or all of this at once Always own beta is always true.
View original →It's too small to play for arbs and borrow is probably sketchy and variable but $ASST at 1.65 EV/Asset Value may be time to swap back into BTC https://t.co/RN7cNmdiLw
View original →
