Called $ETH bearish on Nov 18, 2025: $ETH fell 48% over the next 7 months.
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Founding member, Global Head of Research & Venture Partner @21shares. Down the crypto rabbit hole since 2014. Personal views only & no financial advice.
accuracy score 50.3 on UNI over 15 UNI calls · 264 days of data · not ranked: too few ranked analysts on the asset · v20r-multi-sparsepen-strong-ss12m-20261012, computed Nov 1, 2026 · Methodology →
Cite asCryptoQuant has tracked 15 directional calls on UNI by @elindinga on X since Jan 2021: scored 50.3 on UNI, not yet ranked (264 days of data) (as of Nov 11, 2026).
Other assets covered (12)
Relative view by default: fewer than 30 UNI 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 @elindinga to submit corrections.
Called $ETH bearish on Nov 18, 2025: $ETH fell 48% over the next 7 months.
View call →Hover the chart to read the thesis of that period · click a day to pin it
Months later, @tradexyz is entering the U.S. market and with @ICE_Markets pending regulatory approvals. https://t.co/NbyE3I5EV3
View original →.@0xPolygon is proposing to its community to roll back the chain to discard hacker-controlled wallets valued at $6.5 million worth of POL tokens on the back of the @Polymarket and @binance incidents. This is one of the first cases of chain rollbacks to make customers whole, and I believe many more are to come. While this would go through a vote, neutrality will be put to the test beyond just the cases of hacks if this becomes the new normal for the more relatively centralized chains.
View original →My read on Binance asset controls in this report (hat tip for sharing the details). Please correct me if wrong: 1. MPC was reportedly used to split keys; that is not where the failure happened. 2. Independent signers inside and outside the firm is where it failed: the compromised laptop of Engineer A acted as a single authorized signer against the wallet service. 3. Keeping >80% of assets in cold storage vs. online is unclear, but the overall hack was less than 4% of Binance’s latest reported AUM of $171B. 4. Hard transfer limits on hot wallets are not evidenced here and may have failed given the large-scale transfer, including hourly caps, allow-listed wallets, and committee sign-off on large transactions. Curious to hear others’ reads on this report.
View original →Here is the list of hacks our research team at @21shares identified over of the last month or so. We are closely monitoring the second-order effects. Cybersecurity is table stakes for any company and will increasingly become a moat, with a pricing premium for the firms that manage risk best.
View original →Great note by @nikesharora, CEO of Palo Alto Networks. Hacks could rise around major holidays when caution drops: Thanksgiving, Christmas, New Year’s Eve, and others. Security, long table stakes, will become a moat priced into assets. https://t.co/sbiPmd8RHc
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