Called $BTC bearish on May 20, 2026: $BTC fell 22% over the next 6 weeks.
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Cite asCryptoQuant has tracked the directional calls on BTC by @scenariox on CryptoQuant since Mar 2026: not yet scored on BTC (as of Nov 11, 2026).
9 BTC calls on record, a thin history.
Relative view by default: fewer than 30 BTC 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 @scenariox to submit corrections.
Called $BTC bearish on May 20, 2026: $BTC fell 22% over the next 6 weeks.
View call →Hover the chart to read the thesis of that period · click a day to pin it
Short-Term Volatility, Long-Term Conviction
Bitcoin exchange reserves keep falling despite 25% rally—holders aren't selling. Binance BTC surge signals derivatives collateral, not spot dumps. Supply squeeze intact as coins leave exchanges...
View original →COLDCARD Panic Looks More Like Custody Migration Than Capitulation
The recent cold wallet security incident has triggered a wave of on-chain fund movements across the Bitcoin market. However, the distribution of exchange inflows by UTXO size...
View original →Spot Demand Weakens While Bitcoin Remains Structurally Fragile
Spot demand just cratered to -170K BTC from -80K earlier this month. Derivatives short-covering is the only thing keeping prices afloat right now. Without real spot buyers, this rally is a...
View original →Bitcoin Total Demand Reverses Lower as Spot Demand Remains Weak
Bitcoin demand crashes to -120K BTC without ever reclaiming zero. Derivatives drove the bounce—spot buyers nowhere to be found. Historically, this pattern precedes price corrections.
View original →Bitcoin Rally Losing Momentum as Total Demand Falls Below Zero
Bitcoin total demand crashes below zero as derivatives short squeeze exhausts upside momentum. Spot inflows weak, futures demand declining rapidly—classic bearish setup forming. Macro headwinds...
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