Cite asCryptoQuant has tracked 30 directional calls by @venturefounder on CryptoQuant since Aug 2021: tracked, not yet ranked (below the accuracy-scoring baseline) (as of Nov 12, 2026).
ETH Open Interest has calmed down drastically
BTC Open Interest has finally been reset to the lowest level since the end of Sept 2021, before Uptober, no more greed now. From this, we should expect lesser volatility in the immediate future. ETH, which had run hotter than BTC since Uptober (driven by leverage) has also reset its open interest level to the lowest point since Sept 2021 and Feb 2022. Overall, ETH open interest has dropped by ~50% since ATH levels in early Nov 2021. Given the data from the past few months, it seems certain OI levels tend to be pretty predictive of potential corrections. Whenever OI elevates to these new heights, ETH is at risk of topping and correcting. Less volatility can be expected when Open Interest is low.  
View original →Bitcoin miners are still net accumulating BTC inventory
Bitcoin miners are regarded as smart money and speculators in the BTC markets. As BTC price recovers, Bitcoin miners have not shown any trend of net distribution, in fact, the net accumulation trend which started in July 2021 continues.  
View original →$25B USD worth of stablecoins still on exchanges
Stablecoins on exchanges have gradually gone up in this recent cycle. Even after the recent sell-off in the past 6 months, the stablecoins balance have not gone down (which would indicate redemption from crypto to fiat ecosystem), but instead still trending in the up direction. This is very bullish for crypto as an ecosystem as the money stays within web3 instead of going elsewhere, and also make Buy-the-dip easier as stablecoins can be easily swapped into other crypto like BTC or ETH.  
View original →BTC exchange reserve hit new low in April 2022
BTC are taken off from and deposited to exchanges for various reasons. However, most of the time, it can be assumed an increase BTC on exchanges are with intention to sell in the near term, and those BTC taken off from exchanges are with the intention for long-term storage. This month, BTC exchange reserve hit a new low since Sept 2018 (and also a new low in the current cycle). This is regarded as a bullish on-chain signal. For example, in the period of April 2021 to July 2021, BTC exchanges went up and this was accompanies with the bearmarket in summer 2021. In contrast, BTC on exchanges remain flat during the correction which started in Nov 2021, and have gone down again during the double bottom from Jan 24, 2022 to Feb 24, 2022. BTC on-chain demand have come in since March 2022 and continued in April 2022.  
View original →Bitcoin miners are still net accumulating BTC inventory
Bitcoin miners are regarded as smart money and speculators in the BTC markets. As BTC price recovers, Bitcoin miners have not shown any trend of net distribution, in fact, the net accumulation trend which started in July 2021 continues.  
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