Called $BTC bullish on Oct 2, 2023: $BTC rose 160% in 5 months.
View call →
Bitcoin & Crypto Insights | On-chain analyst | Verified Author on @CryptoQuant_com | 🎬 https://t.co/VIWsjK9oBX | Not financial advice
accuracy score 54.5 on ETH over 21 ETH calls · 510 days of data · rank 38 of 65 ETH analysts (top 58.5% of the pool) · top 4.00% of an estimated 950 ETH analysts worldwide · v20r-multi-sparsepen-strong-ss12m-20261012, computed Nov 11, 2026 · Methodology →
Cite asCryptoQuant has tracked 21 directional calls on ETH by @IT_Tech_PL on CryptoQuant since Aug 2021: ranked #38 of 65 analysts scored on ETH by accuracy — in the Top 5% of an estimated 950 ETH analysts worldwide (as of Nov 11, 2026).
Other assets covered (1)
Relative view by default: fewer than 30 ETH 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 @it_tech to submit corrections.
Called $BTC bullish on Oct 2, 2023: $BTC rose 160% in 5 months.
View call →Hover the chart to read the thesis of that period · click a day to pin it
Bitcoin Is Back Above Recent Buyers' Cost Basis. The Readings Underneath Weakened.
Bitcoin traded between $74,888 and 81,196 this week. At the time of writing (Sunday), the weekly candle is still open at 75,884, down 3.15%. That makes it five consecutive red weeks. The midterm results pushed Bitcoin above $80,000 on Wednesday. On Thursday, the Nasdaq had its worst session since April 2025, and Bitcoin gave back the entire move. On-chain data shows that recent buyers sold at a loss for a second consecutive week. Once again, the selling eased around their average cost, although price briefly dipped below it. Price is back above that level, but fewer of the readings I track support it than a week ago. Last week I said I would watch the weekly close against the STH realized price, the average cost basis of recent buyers. Friday’s low dipped about 1% below that level. At the time of writing, Bitcoin is back 0.3% above it, with the STH realized price at $75,659. 🔗 Stay Connected 🎥 YouTube: Onchain_Insights - English | IT Tech PL - Polish | Hub: btc-analysis.com Free on-chain dashboard: btc-analysis.com/dashboard A Blue Wave Hit Tech Stocks, and Bitcoin Fell With Them Democrats won control of both chambers of Congress in Tuesday's midterm elections. Wall Street first rallied on the result, and Bitcoin rose with it. On Wednesday, a short squeeze carried Bitcoin above 80,000, and it reached the week's high of $81,196. Thursday reversed all of it. Investors sold chip and AI stocks on fears of tighter scrutiny of AI data centers after Democrats won Congress. The Nasdaq Composite fell 5.5%, and the S&P 500 4.4%, both their worst sessions since April 2025, and the Nasdaq Composite closed in correction, more than 10% below its October record. For the week, the Nasdaq 100 lost 4.91% and closed at 26,989.99, below its summer lows. The S&P 500 lost 2.68% for the week to 7,376.86 and closed inside the demand zone marked on the chart. Bitcoin, with its candle still open at the time of writing (Sunday), is down 3.15%. Last week Bitcoin fell about 1.3 times as much as the Nasdaq 100. This week it fell less than the Nasdaq 100 and more than the S&P 500. Friday’s jobs report added pressure. U.S. employers added 165,000 jobs in October, against about 65,000 expected, and unemployment fell to 4.1%. According to Reuters, traders now price in about a 78% chance of a Fed rate hike at the 8-9 December meeting, up from about 70% before the release. On Thursday, the Bank of England raised its rate to 4%, its first hike in more than three years. CryptoQuant's order flow panel shows where the selling came from. The 90-day taker CVD (cumulative volume delta, aggressive buying minus aggressive selling) on Bitcoin futures reads "Taker Sell Dominant", and futures volume reads "Heating". On the spot side, the taker CVD is neutral, and the average order size reads "Big Whale Orders". I read this as futures traders pushing price down while large spot orders took the other side. U.S. spot Bitcoin ETFs lost $1.28B this week, and their total net assets stand at 95.90B. Bitcoin’s weekly loss was decided on Wall Street. The midterm rally lifted it, the AI sell-off took it back, and a hotter jobs report made a December hike more likely. Bitcoin is trading as a risk asset tied to tech stocks. Gold Rose and AI Chips Fell, and Crypto Followed the Chips The TOP 300 heatmap is mostly red over a rolling seven-day period, which starts on Sunday rather than Monday like the weekly candle. Bitcoin fell 3.04% and Hyperliquid 12.55%. Among the few green tiles are two gold-backed tokens, PAX Gold up 4.04% and Tether Gold up 4.63%. Artemis's five-day sector view shows the same rotation. Gold Miners led with a 13.3% gain, and Memory & Storage fell 23.0%, with AI Chips & Semis down 15.2%. Every crypto sector on the board fell, and Crypto Exchanges & Brokers was the weakest at -8.6%. Money left AI and crypto this week, and part of it moved into gold. With the weekly candles still open at the time of writing (Sunday), TOTAL market cap is down 3.13% at $2.52T. OTHERS (total market cap excluding the top 10) is down 4.82% at 204.9B, after a small gain last week. BTC.D (Bitcoin's share of total crypto market cap) is flat at 60.50%. Small caps fell harder than Bitcoin, yet Bitcoin's share did not grow, because Ethereum fell less, by 1.78% on the heatmap. 🔐 Premium Insights Last week I watched whether price would hold the average cost of recent buyers. At the time of writing, it is back above it, and the readings underneath weakened. Below the paywall, I show the day recent buyers sold the most coins at a loss this week, which was not the day of the low, and what happened to the paper profit of the largest wallets among them. Then I look at older holders, whose share of exchange inflows spiked on election day, and check whether it kept rising. One U.S. demand reading improved sharply, while spot demand on-chain fell to its lowest in more than a year. You’ll also see which composite indicator crossed the line I named last week as a reason to change my view, and what I changed. The updated support map shows where the next on-chain floor sits if the current one gives way, and the two conditions that would turn this correction into a bigger one. Upgrade to a paid subscription to read the full breakdown. Read more
View original →$BTC liquidations map shows longs stacked heavier below, shorts lighter above. Downside liquidity sits closer to price and carries more weight. Wouldn't be shocked if they sweep it before pushing higher. This map is for >= X20 leverage. Map for Ethereum you can find on my free Telegram channel. Link in the comments. ⤵️
View original →
