Entry3.16→Now3.44
BRR doubled; buyback, users, assets drive conviction Open original source
IBIT iShares Bitcoin Trust Loading... : Investor Sentiment and Bull/Bear Views
Loading chart...
Top Calls
Entry79476.9→Now76174.6
Crypto rally is sell-the-news on Clarity Act Open original source
Entry78611.6→Now76174.6
Rate hike likely, short BTC Open original source
Entry78179.4→Now76174.6
Bitcoin liquidity wiped out if Clarity Act fails Open original source
Entry77403.9→Now76174.6
Crypto tanks on Clarity Act sell-the-news Open original source
Entry75224.0→Now76174.6
Bitcoin bottom called, allocation green light. Open original source
Entry77085.2→Now76174.6
Bitcoin ends year near 95K. Open original source
Entry76912.1→Now76174.6
Bitcoin down on Clarity Act, Fed hike Open original source
Entry76888.0→Now76174.6
Sold BTC, expects CLARITY Act to trigger 40-70% drop Open original source
Entry75516.4→Now76174.6
Hold Bitcoin in minimum-regret portfolio. Open original source
Entry75516.4→Now76174.6
Bitcoin bull flag above 75,500 Open original source
Entry75599.9→Now76174.6
Bitcoin long-term debasement trade remains intact. Open original source
Price change since each call, adjusted for long/short direction. Results calculated:
Feed
12:02
Sep 18
Sep 18
$BRR added to Russell 2000 today
Author discloses index inclusion for his company $BRR effective today, a mechanical buying catalyst from index funds; directional lean positive but no trade structure or sizing disclosed.
LOW
08:19
Sep 18
Sep 18
The author notes a strong recovery across equities, crypto, and gold despite Fed hikes.
The author notes a strong recovery across equities, crypto, and gold despite Fed hikes, $100 oil, and AI safety concerns, and expects bullish weeks ahead without disclosing specific positions.
LOW
08:16
Sep 18
Sep 18
The author observes a strong recovery across equities, crypto, and gold despite Fed hikes.
The author observes a strong recovery across equities, crypto, and gold despite Fed hikes, $100 oil, and AI safety concerns, and expects bullish weeks ahead, though no specific positions or trade calls are given.
LOW
07:59
Sep 18
Sep 18
The author notes that 4-year cycle believers are returning to buy Bitcoin and expects.
The author notes that 4-year cycle believers are returning to buy Bitcoin and expects the rising tide to lift all boats, but frames it as a skeptical rhetorical question rather than a personal trade call.
LOW
07:33
Sep 18
Sep 18
Bitcoin likely rallies after Anthropic unlock.
He still sees a good shot for Bitcoin to reach $100K, though he is less confident about a rally by year-end. He expects a rally by the time Anthropic IPO employee unlocks occur six months after IPO, as value transfers from institutions to San Francisco futurists.
MED
06:56
Sep 18
Sep 18
Hyperliquid users can now supply native Hyperliquid and native Bitcoin as collateral to borrow.
Hyperliquid users can now supply native Hyperliquid and native Bitcoin as collateral to borrow USDC and USDT quote assets.
03:55
Sep 18
Sep 18
A wide-ranging weekly crypto and macro recap notes bullish developments like the SEC.
A wide-ranging weekly crypto and macro recap notes bullish developments like the SEC tokenized-stock innovation exemption, StablecoinX waiving ENA lock-ups, Hyperliquid buybacks, and Chainlink winning Wyoming's FRNT business, while flagging bearish items such as the hawkish BoE, an expected BoJ hike, and a UK crackdown on P2P crypto hubs.
LOW
03:49
Sep 18
Sep 18
The author delivers a philosophical critique of the fiat system and performative mission-driven.
The author delivers a philosophical critique of the fiat system and performative mission-driven founders, arguing crypto and digital scarcity are the only meaningful escape while noting BlackRock's Bitcoin sponsorship and possible Zcash interest as signs the system's architects are themselves exiting.
03:43
Sep 18
Sep 18
Strategic reserve bill supports Bitcoin supply-demand
The Strategic Bitcoin Reserve bill, if enacted as proposed, would have the US federal government hold confiscated Bitcoin for up to 20 years instead of selling, with only limited sales allowed after that period. It would also study budget-neutral new purchases over five years using mechanisms such as gold certificate revaluation or swaps from other digital assets, but it does not mandate new buying. The main positive is reduced supply overhang and potential long-term government holding, which is supportive for Bitcoin supply/demand.
MED
03:30
Sep 18
Sep 18
The failure of the Clarity Act in the Senate and a renewed interest rate hike by the Federal Reserve will combine to drive a sharp decline in Bitcoin.
MED
03:18
Sep 18
Sep 18
Bitcoin reserve bill helps supply
The Strategic Bitcoin Reserve bill would lock seized federal Bitcoin for up to 20 years and allow state accounts, improving supply and demand even though it does not mandate new purchases.
MED
02:51
Sep 18
Sep 18
The author replies to a Bitcoin consolidation question by arguing that infinite fiat liquidity.
The author replies to a Bitcoin consolidation question by arguing that infinite fiat liquidity against a limited Bitcoin supply supports the asset, a mildly bullish macro observation rather than an explicit trade call.
LOW
02:46
Sep 18
Sep 18
The author replies with a cryptic ratio of 7 BTC per ZEC.
The author replies with a cryptic ratio of 7 BTC per ZEC, which is a factual comparison of the two assets rather than a directional trade call on either.
LOW
02:46
Sep 18
Sep 18
Bitcoin short unwind may outperform gold
Bitcoin underperformed gold and Nasdaq recently due to the Clarity Act failure and its sensitivity to liquidity, but JPMorgan noted BTC has heavier short positioning and hedging-related shorts than gold. If that short overhang unwinds, BTC could rise more than gold. The speaker sees the current price as satisfactory given the regulatory noise.
MED
02:31
Sep 18
Sep 18
Long BTC as record-low implied vol squeezes
Buy BTC or BTC call options as implied vol sits at cycle lows while spot melts up; a vol squeeze likely forces options sellers to chase, fueling an outsized directional move. Author flags asymmetric payoff from cheap vol.
MED
01:36
Sep 18
Sep 18
Agency rulemaking supports US digital assets.
Even without CLARITY, the SEC and CFTC are preparing an onslaught of proposed rules and guidance over the next two and a half years to implement as much of CLARITY's objectives as possible. If market participants treat this guidance as durable and institutions continue building in the US, offshore talent, capital, and liquidity can return, entrenching digital assets in the US economy and making it harder for a future hostile administration to reverse. If not, the agency action remains fragile and easily undone.
MED
21:00
Sep 17
Sep 17
Bitcoin remains a diversifying monetary alternative
Bitcoin is a decentralized global monetary alternative and portfolio diversifier. ETF access via IBIT has broadened the investor base to advisors and institutions, compressed volatility, and made Bitcoin part of allocation conversations. BlackRock believes Bitcoin's fundamental diversifying nature still holds and should benefit in environments of institutional, geopolitical, or fiat-debasement concerns, when stocks and bonds may struggle.
HIGH
20:28
Sep 17
Sep 17
The author notes that ASST closed up 3.2% with heavy volume at the $27 warrant strike price.
The author notes that ASST closed up 3.2% with heavy volume at the $27 warrant strike price, framing it as a bullish technical setup that could unlock roughly $718M for bitcoin purchases, while bitcoin itself was flat.
LOW
19:54
Sep 17
Sep 17
Bitcoin eventually goes to zero
Bitcoin is an active war against a sovereign state and will eventually go to zero. As a transactional tool it is worthless compared to Visa's throughput, so it lacks fundamental support.
HIGH
19:31
Sep 17
Sep 17
Bitcoin is money of the future.
He is a Bitcoin believer who wants to save in Bitcoin as money of the future, not to sell later. He doesn't worry about Bitcoin because the protocol fundamentals are sound, and he sees it as a decentralized permissionless way to transfer value.
HIGH
19:31
Sep 17
Sep 17
Bitcoin will adjust and thrive.
She remains optimistic about Bitcoin's ability to adjust and thrive despite hash rate declines, quantum risk, and reallocation to AI. She sees Bitcoin as the canonical, definitional asset of crypto and says its self-correcting mechanisms will create opportunities as weaker miners leave.
HIGH
19:31
Sep 17
Sep 17
BTC could get institutional adoption.
He is not in the camp that BTC stays in a crypto winter even if Clarity fails. If regulatory clarity is achieved, BTC could see 1-3% allocations from sovereign wealth and pension funds as an alternative asset similar to gold, which would help adoption across crypto.
MED
17:55
Sep 17
Sep 17
The author reflects on having correctly anticipated a crypto rally after a rate hike.
The author reflects on having correctly anticipated a crypto rally after a rate hike, attributing it to experience rather than analysis, which is a retrospective observation rather than a fresh trade call.
LOW
17:55
Sep 17
Sep 17
Bitcoin ultimately goes to zero.
Bitcoin will eventually go to zero because it is an act of war against sovereign states and worthless as a transaction tool; it handles roughly 750,000 trades a day while Visa processes that volume every minute. He is not worried about Bitcoin as a monetary competitor.
HIGH
17:54
Sep 17
Sep 17
JPMorgan reports that Bitcoin could receive more support than gold if ETF hedging activity.
JPMorgan reports that Bitcoin could receive more support than gold if ETF hedging activity eases, according to a report from The Block.
17:38
Sep 17
Sep 17
Coinbase CEO Brian Armstrong predicts that bitcoin could reach between 300,000 and 400,000.
Coinbase CEO Brian Armstrong predicts that bitcoin could reach between 300,000 and 400,000 dollars by the year 2030.
17:22
Sep 17
Sep 17
The author argues that rate hikes were bullish for gold and crypto and expects a new trend.
The author argues that rate hikes were bullish for gold and crypto and expects a new trend to begin, but offers no explicit position or price target.
LOW
17:18
Sep 17
Sep 17
Bitcoin is attempting to reclaim range lows after the Clarity Act failure and a hawkish Fed.
Bitcoin is attempting to reclaim range lows after the Clarity Act failure and a hawkish Fed meeting, with the author flagging this as a big spot to watch rather than a trade call.
LOW
17:18
Sep 17
Sep 17
The author argues that fanatic holders who refuse to sell are key to a crypto's rise.
The author argues that fanatic holders who refuse to sell are key to a crypto's rise, citing Bitcoin and Solana historically and saying he sees the same conviction now in Zcash, which he frames as his cycle thesis.
LOW
16:47
Sep 17
Sep 17
The author replies to a Ron Paul monetary-embezzlement quote by calling Bitcoin bullish due.
The author replies to a Ron Paul monetary-embezzlement quote by calling Bitcoin bullish due to structural currency debasement, expressing a positive macro view without stating a position or trade.
LOW
About IBIT Investor Commentary
Across the available history and selected sources, Buzzberg tracks IBIT (iShares Bitcoin Trust) across 251 sources: 2181 bullish vs 231 bearish calls from 957 authors. Historical directional balance: 27% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 7131 total trade ideas tracked. Past 7 days, before deduplication: 69 bullish, 15 bearish, 136 other directions. Latest voices: Anthony Pompliano, humacapital, route2fi.