Called $SOL bullish on May 8, 2024: $SOL rose 20% in 11 days.
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Head of digital assets research @VanEck_us. PM, VanEck Onchain Economy ETF ($NODE). Disclosures https://t.co/oN8RR1GzoJ https://t.co/kuyqdO3qgW
Cite asCryptoQuant has tracked the directional calls on IREN by @matthew_sigel on X since Apr 2024: not yet scored on IREN (as of Nov 11, 2026).
Other assets covered (42)
Relative view by default: fewer than 30 IREN 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 @matthew_sigel to submit corrections.
Called $SOL bullish on May 8, 2024: $SOL rose 20% in 11 days.
View call →Hover the chart to read the thesis of that period · click a day to pin it
$IREN +11% AH - decent quarter vs expectations given the MSFT issues. Sounds like they are preparing for possible capex cuts, isolating funding sources to hit $25B capex (guide $25-30B last quarter) without equity or converts. Sold compute at $40M/MW to Anthropic; and 90% prepay on a $22M/MW 5-year deal. Pricing keeps rising. More on call at 5pm.
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