Cite asCryptoQuant has tracked 42 directional calls by @kripto_mevsimi on CryptoQuant since Jul 2021: tracked, not yet ranked (below the accuracy-scoring baseline) (as of Nov 11, 2026).
2024–2025 Mark the Largest Long-Term Bitcoin Supply Release in History
2024-2025 marks the LARGEST long-term Bitcoin supply release in history—coins dormant 2+ years flooding market. This isn't 2017 or 2021: older coins moving with less market noise signals structural...
View original →Ethereum’s Accumulation Cost Keeps Rising — But Is the Regime at Risk?
ETH accumulator cost basis sits at $2.7K-$2.8K—a level that held through 2018, 2020, 2022 crashes. Long-term holders never capitulated while altcoins collapsed without any floor. Hold above this...
View original →Zcash Retail Frenzy: Too Many Retail Traders, Too Soon?
Zcash futures markets are showing a sudden and intense surge in retail trading frequency, a pattern historically associated with short-term speculative peaks rather than sustainable accumulation phases. As the chart reveals, periods marked in deep red (“Too Many Retail”) often coincide with local price tops or overheated mini-rallies. The latest cluster — by far the largest since 2021 — suggests an unusual retail-driven activity spike, with trading frequencies significantly detached from ZEC’s organic demand structure. This dynamic typically reflects late-stage speculative inflows, where smaller traders pile into futures during rapid upside moves, while larger participants reduce exposure or hedge. The scale of this recent red zone is particularly striking: retail participation is at its highest level in over three years, even though the price remains far below previous cycle highs. Unless accompanied by matching spot inflows or institutional demand, such patterns tend to fade quickly, leading to sharp volatility resets. In short: Zcash may be experiencing a speculative echo, not the beginning of a new trend. Watch the frequency of retail bursts rather than the price itself. In low-liquidity altcoins, behavioral surges often tell the story before the chart does.  
View original →Losses Deepened Since My Last Note — Now STH-SOPR Shows Early Recovery
As I noted in my previous analysis : https://cryptoquant.com/quicktake/68a2dc15b244141e108456e6-For-the-First-Time-Since-January-Bitcoins-Short-Term-Holders-Are-Back-to-Selling Now we need to analyze current situation and what happened between these dates... Since then, that stress has deepened: through September, STH-SOPR fell as low as 0.992, marking a period where speculative wallets continued to sell at a loss. Now, by the end of September, the metric has recovered slightly to 0.995 — still below August’s 0.998 reading, but showing signs of stabilization after the trough. This comes as BTC trades around $114K–115K, right under a heavy resistance zone. Historically, such resets have carried two possible outcomes: 🟥 Weakening Momentum → Extended loss realization can precede corrective phases where weak hands capitulate. 🟩 Healthy Reset → Quick absorption of realized losses often clears the path for more sustainable rallies. With BTC consolidating under resistance, this rebound in STH-SOPR is a key barometer of market health. If buyers continue to absorb weak-hand selling, it could mirror past resets that paved the way for the next leg higher.  
View original →For the First Time Since January, Bitcoin’s Short-Term Holders Are Back to Selling at a Loss
Bitcoin’s short-term holders (STHs) last moved into sustained loss realization during January 2025, a period that marked the deepest correction of this cycle. Since then, the market has largely recovered, with STHs consistently selling in profit as BTC advanced toward the six-figure zone. Now, for the first time since that January drawdown, STH-SOPR multiples have slipped back below 1, indicating that short-term investors are once again realizing losses. Historically, this shift has carried two possible implications: 🟥 Weakening Momentum → Extended loss realization often precedes corrective phases where speculative holders exit. 🟩 Healthy Reset → Brief dips below 1 can flush out weak hands, clearing the path for more sustainable rallies. With Bitcoin consolidating under heavy resistance, this loss-selling event becomes a critical barometer of market health. If absorbed quickly, it could mirror past resets that fueled strong rebounds. If not, it risks signaling a momentum breakdown.  
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