Called $XAU bullish on Oct 8, 2023: $XAU rose 187% in 28 months.
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🇦🇷 Economist. Trader. Advisory. Sharing views on global markets.
Cite asCryptoQuant has tracked the directional calls on SPY by @krugermacro on X since Jan 2021: not yet scored on SPY (as of Nov 11, 2026).
Other assets covered (26)
1 SPY call on record, a thin history.
Relative view by default: fewer than 30 SPY 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 @krugermacro to submit corrections.
Called $XAU bullish on Oct 8, 2023: $XAU rose 187% in 28 months.
View call →Hover the chart to read the thesis of that period · click a day to pin it
#1 +5,220% — Nvidia #2 +3,450% — Micron #3 +1,820% — Broadcom #4 +1,730% — Tesla #5 +1,410% — Bitcoin #6 +1,120% — TSM #7 +680% — Google #8 +670% — Samsung #9 +430% — Nasdaq #10 +330% — Silver #11 +240% — Nikkei #12 +230% — Gold #13 +210% — S&P 500 #14 +82% — Euro Stoxx 50 #15 +37% — China A50
Asset performance since August 2017 #1 +5,220% — Nvidia #2 +3,450% — Micron #3 +1,820% — Broadcom #4 +1,730% — Tesla #5 +1,410% — Bitcoin #6 +1,120% — TSM #7 +680% — Google #8 +670% — Samsung #9 +430% — Nasdaq #10 +330% — Silver #11 +240% — Nikkei #12 +230% — Gold #13 +210% — S&P 500 #14 +82% — Euro Stoxx 50 #15 +37% — China A50
View original →A true hated rally. Even by bitcoiners themselves. Every crypto chat room has been saying every day for over a month now how bitcoin s*cks while equities and commodities are "up only". And how it is time to move on. Fun fact: equities are not up only - 40% of the S&P 500 stocks closed red in 2025 (39.2% to be precise). Perception is a bitch. The DoJ going after Powell represented a major litmus test for bitcoin. After all, protecting against the tail risk of central bank profligacy is bitcoin's major long-run value proposition. Bitcoin had to go up on Monday. And it did, even if with a small lag. I still think that BTC's key battleground is the 50 week moving average (WMA), now at 101,420. Looking forward to taking some profits where shorts get liquidated, right above 100k.
The BTC rally since Sunday's Powell subpoena news has been largely driven by Coinbase spot buyers. You could see it on the Adjusted Coinbase Premium and on CVD. A true hated rally. Even by bitcoiners themselves. Every crypto chat room has been saying every day for over a month now how bitcoin s*cks while equities and commodities are "up only". And how it is time to move on. Fun fact: equities are not up only - 40% of the S&P 500 stocks closed red in 2025 (39.2% to be precise). Perception is a bitch. The DoJ going after Powell represented a major litmus test for bitcoin. After all, protecting against the tail risk of central bank profligacy is bitcoin's major long-run value proposition. Bitcoin had to go up on Monday. And it did, even if with a small lag. I still think that BTC's key battleground is the 50 week moving average (WMA), now at 101,420. Looking forward to taking some profits where shorts get liquidated, right above 100k.
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