Mert Mumtaz 5.0 133 ideas
CEO, Helius
ⓘ Each mention is one idea
After 1 day
50%winrate
-0.1% avg
55W / 56L · 111/66 ideas
After 1 week
41%winrate
-0.5% avg
45W / 64L · 109/66 ideas
After 1 month
41%winrate
-3.5% avg
39W / 57L · 96/66 ideas
After 3 months
5%winrate
-30.4% avg
1W / 19L · 20/66 ideas
133 total mentions ·
65 actionable
(62 long · 3 short)
· 46 watch
· 17 neutral
· 3 avoid
Win-rate includes long + short only. Short wins when price falls.
By theme
Crypto
115 ideas
-4.6%
Macro
5 ideas
+3.0%
Energy
3 ideas
+27.5%
NatSec
2 ideas
-10.2%
AI/Semi
2 ideas
-3.3%
Other
2 ideas
Consumer
2 ideas
+1.8%
Fintech
2 ideas
-18.4%
Top tickers (by frequency)
SOL
45 ideas
22% W
-18.9%
ZEC
41 ideas
54% W
+10.8%
BTC
17 ideas
50% W
-0.5%
ETH
5 ideas
50% W
-2.0%
NEAR
3 ideas
33% W
-12.3%
Best and worst 30-day returns
Price change 30 days after entry. Extreme outliers excluded.
Best calls
ZEC LONG
+77.3%
The author presents a bullish case for Zcash, arguing it is a top-tier crypto asset based on a confluence of catalysts i...
Mar 11
USO LONG
+58.4%
The author predicts Iran's IRGC will escalate conflict in the short-term before its inevitable defeat, creating regional...
Feb 28
Worst calls
ZEC LONG
-17.6%
The author posits that Zcash is the best-positioned privacy cryptocurrency to withstand the future threat of quantum com...
Feb 18
ITA LONG
-10.2%
Wealthy Gulf states, unable to field large armies, will likely use their sovereign wealth funds to invest heavily in aut...
Mar 01
GOOGL LONG
-9.6%
Google's more measured public relations strategy for AI positions it to better navigate future regulatory and public opi...
Feb 24
Co-mentioned alongside primary thesis tickers (Flash floor).
SOL
ETH
MED
Apr 26, 00:31
CEO, Helius
Mert sarcastically notes Litecoin's weekend bug and reorg, but the tweet is a factual report of a patched incident with no forward-looking trade view.
LTC
Apr 25, 23:10
CEO, Helius
Mert Mumtaz shares a link regarding Solana ecosystem developments without providing a specific forward-looking directional thesis or trade recommendation.
SOL
Apr 25, 07:17
CEO, Helius
Robinhood listing expands Zcash retail access; bullish momentum likely as new investors pile in, making ZEC a buy on the catalyst.
ZEC
MED
Apr 23, 13:22
Buy Zcash based on strengthening network fundamentals, including all-time high hashrates, growing shielded pools, and the upcoming launch of quantum recoverability within two weeks.
ZEC
HIGH
Apr 19, 16:30
Go long Solana as newly discovered privacy solutions are expected to position it as the leading smart-contract chain for privacy in the crypto space.
SOL
HIGH
Apr 17, 18:41
Superior user testing, a clear scalability roadmap, and a unified state architecture that minimizes counterparty risk make Solana the optimal network for enterprise adoption and growth.
SOL
MED
Apr 13, 17:56
Zcash is poised for massive upside as privacy narratives reawaken in crypto, driving momentum toward a top 5 market cap position.
ZEC
HIGH
Apr 13, 15:19
The author believes encryption is a fundamental, non-negotiable component for a functional internet and will therefore become a core part of the crypto asset class, implying a bullish outlook for cryptocurrencies.
ETH
BTC
HIGH
Apr 11, 17:10
The announcement of a technical improvement (getTransactionsForAddress method) for Solana developers suggests ongoing ecosystem enhancement and tooling progress, which is a positive fundamental indicator for the network's utility and developer appeal.
SOL
MED
Apr 11, 12:22
The author presents a bullish thesis for ZEC based on multiple technical and developmental milestones, strong backing, and rising market demand for privacy and quantum-resistant assets.
ZEC
HIGH
Apr 02, 16:36
Zcash's network security and decentralization are improving as hashrate concentration decreases, removing a major fundamental concern.
ZEC
MED
Apr 02, 12:46
Zcash is positioned to structurally outperform other privacy networks against quantum computing threats due to its zero-knowledge design and an explicit quantum-proofing roadmap slated for summer.
ZEC
HIGH
Mar 31, 10:06