@intocryptoverse Benjamin Cowen
Benjamin Cowen, a popular crypto analyst, is currently discussing the rotation of funds into Bitcoin, known as "Bitcoin dominance." He believes this trend will continue, with funds moving out of altcoins and into Bitcoin. Cowen also thinks that Ethereum may rally to new highs after a potential drop to its 21-week moving average.
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Social Influence
Social category influence cryptocurrencies #108 finance 22.04% social networks 4.29% technology brands 3.85% travel destinations 1.33% currencies 1.04% countries 1.04% exchanges 0.59% celebrities 0.3% automotive brands 0.15%
Social topic influence bitcoin #51, crypto #103, market #449, gold 5.92%, stocks #2663, silver 3.4%, alt #1485, cycle #1050, if you 2.81%, bullish #160
Top accounts mentioned or mentioned by @grok @andreacapellin4 @doctormagic @fukupapers @mohit_gautam139 @martypartymusic @layahheilpern @mugala_teja @crypto_banter @dogi1313 @salle7de @gariban1altcoin @shadow36 @godsbarbarian @newsasset @brain2jene @tomcrown @leolanza @therealplanc @davidgokhshtein
Top assets mentioned Bitcoin (BTC) Ethereum (ETH) Bitcoin Gold (BTG)
Top Social Posts
Top posts by engagements in the last [--] hours
"The hearing yesterday I guess would have been completely different if it had happened today. Forty Nine Thousand just does not roll off the tongue the same way"
X Link 2026-02-12T18:17Z 1.2M followers, 44.7K engagements
"Inflation Data"
X Link 2026-02-13T17:53Z 1.2M followers, 48.1K engagements
"Make a wish"
X Link 2025-10-25T02:55Z 1.2M followers, 141.6K engagements
"Metals outperformed crypto in [----] and will likely do so again in [----]. Metals will likely have a big correction later this year but when they do crypto will likely drop more. Trade the market you have not the market you want"
X Link 2026-01-20T21:51Z 1.2M followers, 428.1K engagements
"Unfortunately it looks like ETH is going home again😭"
X Link 2026-01-31T13:58Z 1.2M followers, 359.8K engagements
"In [----] when BTC dominance dropped it dropped because BTC was dropping faster than alts. Why Because by the time the bear market started altcoins had already been annihilated. Once BTC broke out of the bear market BTC dominance went back up to the highs. So I think it feels similar now. BTC is post-top and after QT ended. BTC goes down and drags the rest of the market with it. Good chance this process ends later this year so stay tuned https://twitter.com/i/web/status/2019320337637187640 https://twitter.com/i/web/status/2019320337637187640"
X Link 2026-02-05T08:01Z 1.2M followers, 200.1K engagements
"Bear markets suck. They don't last forever though. Better times will come. Still think October [----] is a good candidate for a major market low but open minded to sooner if the meltdown accelerates"
X Link 2026-02-05T18:39Z 1.2M followers, 249K engagements
"Remember bear markets make fools of both bulls and bears"
X Link 2026-02-06T17:06Z 1.2M followers, 101.1K engagements
"Navigating crypto Whoever created this game must go to jail 💀 https://t.co/D17PtlHWkb Whoever created this game must go to jail 💀 https://t.co/D17PtlHWkb"
X Link 2026-02-09T12:55Z 1.2M followers, 113.8K engagements
"Can we go back to the days when governments hated crypto"
X Link 2026-02-10T03:42Z 1.2M followers, 123.4K engagements
"I respect the point on access as it absolutely matters. But incentives matter too. A DEX is neutral infrastructure. A CEX is a branded custodial platform. Long-term legitimacy depends on how those incentives are aligned"
X Link 2026-02-10T14:48Z 1.2M followers, 142.4K engagements
"A sobering reality in crypto: Over long time horizons most things bleed to Bitcoin. Alts bleed to BTC. Mining equities bleed to BTC. Public crypto stocks bleed to BTC. You can debate the exceptions but the long-term capital gravity has been towards BTC"
X Link 2026-02-10T20:56Z 1.2M followers, 113K engagements
"The end of the memecoin phase wont be the end of crypto. Itll be the beginning of capital flowing back into assets with staying power. Excess gets washed out. Foundations get rebuilt"
X Link 2026-02-11T12:46Z 1.2M followers, 309.4K engagements
"NFA live w/ @coinbureau and @NewsAsset https://www.youtube.com/watchv=RxAUY9ihJJ8 https://www.youtube.com/watchv=RxAUY9ihJJ8"
X Link 2026-02-12T14:01Z 1.2M followers, 54.8K engagements
"There is no such thing as a "risk-free investment" Everything has potential downside. Anyone who pretends there is no downside in assets historically gets REKT"
X Link 2026-02-13T02:55Z 1.2M followers, 76.2K engagements
"@brain2jene looks like you've been anticipating alt season all cycle and calling for dominance to drop. https://x.com/brain2jene/status/1866252691049009178s=20 Dear Legends Who was waiting for dip it is here and as I mentioned earlier in my posts that markets always will give you chances to enter the market. #Bitcoin dominance is retesting 57% important area next leg lower will give you the big gains you are waiting for in https://x.com/brain2jene/status/1866252691049009178s=20 Dear Legends Who was waiting for dip it is here and as I mentioned earlier in my posts that markets always will give"
X Link 2026-02-15T00:55Z 1.2M followers, [----] engagements
"What is a good #crypto project but lacks any useful marketing to get the word out"
X Link 2021-06-28T18:33Z 1.2M followers, [----] engagements
"What #crypto is undervalued"
X Link 2021-10-23T22:04Z 1.2M followers, [----] engagements
"What #crypto is undervalued"
X Link 2021-11-30T23:10Z 1.2M followers, [----] engagements
"$ADA likely going to head into the depression phase soon. The reason for this drop is not crypto-specific. This is just what happens when liquidity is aggressively taken away. Liquidity will return one day and so too will the altcoin market"
X Link 2023-09-01T18:29Z 1.2M followers, 730.5K engagements
"#Gold Market Outlook https://www.youtube.com/watchv=2VhLkwsCd5c&ab_channel=BenjaminCowen https://www.youtube.com/watchv=2VhLkwsCd5c&ab_channel=BenjaminCowen"
X Link 2024-09-23T19:12Z 1.2M followers, 39.1K engagements
"I started making a video while #BTC was at $77k. About halfway through the video BTC was at $78k. By the end of the video BTC was at $79k. 🤣"
X Link 2024-11-10T05:22Z 1.2M followers, 336.7K engagements
"One risk for #ETH is if the Fed comes out this week and says no QE maybe that would cause ETH to finally go home on its USD pair leading the Fed to reverse course in March [----] causing a quick recovery. If #ETH goes down there it would probably justify money printing again at which point ETH/BTC would likely start going back up. It was not cool to be bearish on #ETH / #BTC in [----] when people could not stop going on about POS deflationary component etc. Now it's not cool to think #ETH / #BTC may go back up. Last cycle ETH/BTC bottomed when QE began which still has not happened yet. If the Fed"
X Link 2025-01-27T15:49Z 1.2M followers, 969K engagements
"Some of the prior ALT/BTC rallies that started in the summer have continued until about late August. So if you are riding ALTs right now like the last few summers just remember that the tides will likely turn a little later in Q3 where liquidity heads back to BTC. Will post a reminder in about [--] weeks. This view is important for those that value their portfolio in sats. The last [--] summers #ALT / #BTC pairs found some brief relief before heading lower into Q4. The larger bounce by ALT / BTC pairs over the last few years did not occur until November. https://t.co/IxM77dnV31 The last [--] summers"
X Link 2025-07-19T19:33Z 1.2M followers, 1.9M engagements
"I think [-----] is a good target for #ETH / #BTC give or take. If/when that happens I'll probably re-assess. Will likely get some pullbacks along the way especially around the Sep-Oct timeframe"
X Link 2025-07-27T14:24Z 1.2M followers, 287.6K engagements
"https://x.com/i/spaces/1YqJDNvYlwvKV https://x.com/i/spaces/1YqJDNvYlwvKV"
X Link 2025-08-29T14:30Z 1.2M followers, 122.8K engagements
"Powell: "The median participant projects that the appropriate level of the Fed Funds Rate will be 3.6% by the end of this year.""
X Link 2025-09-17T18:36Z 1.2M followers, 96K engagements
"Bitcoin Dominance Soars Market Correction Gold $4k https://x.com/i/spaces/1BdxYZkydEEKX https://x.com/i/spaces/1BdxYZkydEEKX"
X Link 2025-10-10T16:11Z 1.2M followers, 97.5K engagements
"To all the haters. Here is my receipt. Where is yours My base case for those who don't get the nuanced view: BTC.D rejected at [-----] Fib Level (66%) just like it was rejected at [-----] Fib level (60%) last year. ALT/BTC is up because ETH/BTC is up But ALT/ETH is bleeding So ETH is better than ALTs. Remember ALT/BTC pairs have found My base case for those who don't get the nuanced view: BTC.D rejected at [-----] Fib Level (66%) just like it was rejected at [-----] Fib level (60%) last year. ALT/BTC is up because ETH/BTC is up But ALT/ETH is bleeding So ETH is better than ALTs. Remember ALT/BTC"
X Link 2025-10-12T02:58Z 1.2M followers, 301.3K engagements
"Price action does not need a narrative. Narratives follow price. If you feel the need to assign a narrative to everything in crypto you will drive yourself crazy"
X Link 2025-10-13T04:01Z 1.2M followers, 201K engagements
"BTC ETH GOLD SPX https://x.com/i/spaces/1zqKVdpeBdMJB https://x.com/i/spaces/1zqKVdpeBdMJB"
X Link 2025-10-15T14:43Z 1.2M followers, 125.9K engagements
"Silver Reaches All Time Highs"
X Link 2025-10-18T18:49Z 1.2M followers, 399.4K engagements
"Palladium Hits $1600"
X Link 2025-10-19T18:49Z 1.2M followers, 161.3K engagements
"Are you going to Bitcoin Amsterdam"
X Link 2025-10-21T17:23Z 1.2M followers, 113.7K engagements
"#BTC is at a critical level. Multiple closes below the 50W would confirm the top being in as it always has each cycle. Regardless of whether the top is in or if we go slightly higher I still think [----] will be a bear market just like all prior midterm years"
X Link 2025-11-04T18:08Z 1.2M followers, 462.5K engagements
"In July [----] the Fed cut rates while the BOJ raised rates leading to the unwind of the carry trade. Bitcoin capitulated into it and found a low [--] week later. Good chance this happens again on December 10th (Fed cuts BOJ raises rates). So maybe Bitcoin finds a low mid-Dec"
X Link 2025-12-01T16:08Z 1.2M followers, 657.1K engagements
"Got to meet the infamous @PeterSchiff at Binance Blockchain week"
X Link 2025-12-03T08:14Z 1.2M followers, 277.5K engagements
"Happy to have been able to finally meet @jessicasmw after meeting her in the cryptoverse many years ago"
X Link 2025-12-09T12:37Z 1.2M followers, 208.8K engagements
"Who is still here"
X Link 2025-12-19T20:24Z 1.2M followers, 119.7K engagements
"Alt season is actually precious metal season"
X Link 2025-12-22T14:59Z 1.2M followers, 394.9K engagements
"Good chance #ETH spends some time in its lower regression band in [----] before expanding out of it in 2027/2028. According to this model the current "fair value" of ETH is $1987"
X Link 2025-12-31T20:11Z 1.2M followers, 218.6K engagements
"What are ways in which we can make CT better"
X Link 2026-01-11T18:00Z 1.2M followers, 91K engagements
"Silver mania continues"
X Link 2026-01-14T04:19Z 1.2M followers, 69.5K engagements
"@tomas_873 The market topped on apathy has nothing to do with alts"
X Link 2026-01-16T05:28Z 1.2M followers, [----] engagements
"Who is still here"
X Link 2026-01-18T04:14Z 1.2M followers, 135K engagements
"Bitcoin Long-Term Holder HODL Waves"
X Link 2026-01-18T19:10Z 1.2M followers, 90.3K engagements
"If you look at SPX/GOLD (overlaid with just SPX) you can see that risk assets breaking down from these levels is usually not a good thing. What typically happens is whenever metals correct SPX corrects harder. And during that process a lot of the useless garbage goes to zero. So basically a lot of people just keep holding on to useless shitcoins that are going to zero on the hope of the constant and elusive promise of an alt season. Will metals correct sometime in the coming months Yes. But that does not mean there will be a rotation into alts. Just like when BTC topped in October [----] there"
X Link 2026-01-21T13:46Z 1.2M followers, 69.2K engagements
"The Atlanta Fed's latest estimate of real GDP in Q4 [----] is now 5.4%"
X Link 2026-01-22T20:30Z 1.2M followers, 60.2K engagements
"me explaining Bitcoin dominance"
X Link 2026-01-22T23:35Z 1.2M followers, 142.6K engagements
"Me trying to see if BTC dominance can get back above 60%"
X Link 2026-01-24T01:26Z 1.2M followers, 66.3K engagements
"Stocks look like they are breaking down against Gold"
X Link 2026-01-26T09:00Z 1.2M followers, 87.1K engagements
"Altcoins continue to plunge to new lows when valued in Silver"
X Link 2026-01-26T11:01Z 1.2M followers, 113.4K engagements
"Because its a midterm year the bull market support band for Bitcoin has turned into the "bear market resistance band" until proven otherwise"
X Link 2026-01-26T15:02Z 1.2M followers, 147.7K engagements
"yep By the end of this cycle I predict everyone is going to hate each other By the end of this cycle I predict everyone is going to hate each other"
X Link 2026-01-26T16:31Z 1.2M followers, 129.4K engagements
""Remote learning days" are one of the dumbest things ever. Let the kids just have a snow day"
X Link 2026-01-26T17:16Z 1.2M followers, 102.5K engagements
"Basically every day for the last several months people keep saying alts have bottomed and yet they just keep going lower. Midterm years are typically bear markets for crypto. Don't manufacture a bull market where it does not exist"
X Link 2026-01-26T17:45Z 1.2M followers, 92.4K engagements
"@notthreadguy BTC already went up 8x this past cycle. Midterms years it usually goes down"
X Link 2026-01-26T19:10Z 1.2M followers, 73.2K engagements
"https://x.com/i/spaces/1YqxolAyQmZKv https://x.com/i/spaces/1YqxolAyQmZKv"
X Link 2026-01-26T19:30Z 1.2M followers, 42.2K engagements
"Don't sell winners to buy losers"
X Link 2026-01-27T22:22Z 1.2M followers, 121.1K engagements
"Gold Hits New Highs Let's talk about [--] of the more important charts right now https://www.youtube.com/watchv=rmpIOnNUwII https://www.youtube.com/watchv=rmpIOnNUwII"
X Link 2026-01-27T23:57Z 1.2M followers, 62.2K engagements
"Gold officially above $5200"
X Link 2026-01-28T03:57Z 1.2M followers, 39.6K engagements
"Counter-trend rallies can happen for #BTC but they are mostly tactical at this point likely not the continuation of the bull market. Bitcoin will likely continue to remain weak for at least the first half of [----]. I wrote a memo about it here: https://www.benjamincowen.com/reports/crypto-macro-risk-memo-q1-2026 https://www.benjamincowen.com/reports/crypto-macro-risk-memo-q1-2026"
X Link 2026-01-28T05:14Z 1.2M followers, 135.9K engagements
"The Gold high from [----] when valued against the money supply is about 16% higher than current prices"
X Link 2026-01-28T11:09Z 1.2M followers, 287.2K engagements
"Crypto used to be cool before Wall Street got involved"
X Link 2026-01-28T13:47Z 1.2M followers, 136.4K engagements
"My post should not be interpreted as "crypto will go down forever" What I mean is that I think crypto is in a bear market and metals topping will not immediately change that. There was no rotation from BTC to ALTs. Just like there will be no rotation from metals to crypto. I do not make the rules. There was no rotation from BTC to ALTs. Just like there will be no rotation from metals to crypto. I do not make the rules"
X Link 2026-01-28T13:47Z 1.2M followers, 96.4K engagements
"Today is the most important FOMC of our lives .until the next one"
X Link 2026-01-28T13:53Z 1.2M followers, 67.4K engagements
"Powell: "The unemployment rate has shown some signs of stabilization""
X Link 2026-01-28T19:31Z 1.2M followers, 55.2K engagements
"I don't all the sudden "hate crypto." I have said to fade alt season for years because of monetary policy and because of how frothy alts became. You will never acknowledge how badly your alt season calls were. You will only ever shift the goal post on them to give your followers an ounce of hope that the altcoins you shilled them are not going to zero. And after all these years after you were proven wrong time and time again you act like you know where the market is headed and continue to make numerous condescending dedicated posts about me. I blocked you because I seem to live rent free in"
X Link 2026-01-28T19:45Z 1.2M followers, 99.5K engagements
"Powell: "It isn't anybody's base case right now that the next move will be a rate hike.""
X Link 2026-01-28T19:52Z 1.2M followers, 72.8K engagements
"This is why everyone is so mad. Because both bull and bears both think they are right about Bitcoin's next move but neither side is getting what they want"
X Link 2026-01-28T19:54Z 1.2M followers, 208.4K engagements
"In [--] years we will all be the crazy old guys telling people of what Gold and Silver did back in 2025-2026. And future generations will just roll their eyes"
X Link 2026-01-28T23:42Z 1.2M followers, 127.4K engagements
"This is crazy NEW: DUTCH UNREALIZED GAINS TAX The Netherlands just voted to overhaul annual income tax filings with a new tax of up to 36% for unrealized capital gains starting in [----]. Assets like Bitcoin on bitcoin stocks and bonds will trigger tax liabilities each year based on NEW: DUTCH UNREALIZED GAINS TAX The Netherlands just voted to overhaul annual income tax filings with a new tax of up to 36% for unrealized capital gains starting in [----]. Assets like Bitcoin on bitcoin stocks and bonds will trigger tax liabilities each year based on"
X Link 2026-01-29T01:08Z 1.2M followers, 156K engagements
"Silver has just hit $120"
X Link 2026-01-29T14:03Z 1.2M followers, 57.3K engagements
"This is a great example of what I meant When Gold drops so does Bitcoin. No rotation. People in the comments don't like it but that is what the markets tell us. There was no rotation from BTC to ALTs. Just like there will be no rotation from metals to crypto. I do not make the rules. There was no rotation from BTC to ALTs. Just like there will be no rotation from metals to crypto. I do not make the rules"
X Link 2026-01-29T15:30Z 1.2M followers, 548.2K engagements
"Last cycle it took #MSTR exactly [--] weeks to bottom. [--] weeks from this cycles' high for MSTR puts the low in October [----] coincidentally [--] year after Bitcoin topped in October 2025"
X Link 2026-01-29T16:19Z 1.2M followers, 163.2K engagements
"For years I have never understood why people say Bitcoin is a risk-off asset and behaves like "digital gold." Bitcoin has always behaved like a risk-on asset and acts like a levered version of the NASDAQ. Bitcoin does well during risk-on times with excess liquidity"
X Link 2026-01-29T16:25Z 1.2M followers, 100.3K engagements
"@ourelion you can call it whatever you want. but right now BTC is in a bear market. If it makes you feel better calling it a mid-cycle correction you are free to call it that"
X Link 2026-01-29T17:02Z 1.2M followers, [----] engagements
"@Rager Dude your twitter page is mostly just you shilling altcoins. Most alts just keep bleeding and they have for years. It's funny for you to come to my page and talk as if you know what's going on considering how you were on the complete wrong side of the market"
X Link 2026-01-29T17:10Z 1.2M followers, [----] engagements
"It's been happening for months now. I provided one example. Though a shitcoiner like you will never accept any amount of evidence to change your mind. You will just keep telling your followers that alts are good investments and mocking anyone who told them to avoid alts. But I get it you have to keep up the charade of alt season because to admit you were wrong is something you will never consider. https://twitter.com/i/web/status/2016922233659130140 https://twitter.com/i/web/status/2016922233659130140"
X Link 2026-01-29T17:11Z 1.2M followers, 57.1K engagements
"@Rager @moonlight7trade you sit there holding shitcoins thinking that the rally in metals will save your portfolio it will not"
X Link 2026-01-29T17:12Z 1.2M followers, [---] engagements
"@dannycoin69 the world should see them for who they are"
X Link 2026-01-29T17:18Z 1.2M followers, [----] engagements
"Bitcoin printed a macro lower high just below $100k and right at the bull market support band (now bear market resistance band)"
X Link 2026-01-29T18:48Z 1.2M followers, 163.9K engagements
"@dangambardello The news does not matter"
X Link 2026-01-29T18:55Z 1.2M followers, 50.9K engagements
"@maxpain_crypto @dangambardello If you say so boss"
X Link 2026-01-29T19:00Z 1.2M followers, [----] engagements
"Why is Bitcoin dropping https://www.youtube.com/watchv=pxFxcr11dMI https://www.youtube.com/watchv=pxFxcr11dMI"
X Link 2026-01-29T19:08Z 1.2M followers, 155.2K engagements
"Joined @GarethSoloway @mikemcglone11 and @scottmelker to talk about the markets https://www.youtube.com/watchv=kJh-5D7Is8g https://www.youtube.com/watchv=kJh-5D7Is8g"
X Link 2026-01-29T20:59Z 1.2M followers, 77.9K engagements
"@Arman_Trader777 @GarethSoloway @mikemcglone11 @scottmelker I think alts will keep dropping"
X Link 2026-01-29T21:03Z 1.2M followers, [---] engagements
"This is the bull case for Uranium. Turns out I don't have ADHD--i just need everything explained to me via 2000s emo music https://t.co/9tBdQWbly3 Turns out I don't have ADHD--i just need everything explained to me via 2000s emo music https://t.co/9tBdQWbly3"
X Link 2026-01-30T01:55Z 1.2M followers, 141.7K engagements
"@Ianryan0604 https://www.youtube.com/watchv=nvW0qpwCKv8&feature=youtu.be https://www.youtube.com/watchv=nvW0qpwCKv8&feature=youtu.be"
X Link 2026-01-30T02:10Z 1.2M followers, [----] engagements
"@Cobb_XRPL It's called a bear market ser"
X Link 2026-01-30T02:51Z 1.2M followers, 59.6K engagements
"People always want someone/something to blame but Bitcoin has always topped in Q4 of the post-halving year"
X Link 2026-01-30T02:57Z 1.2M followers, 300.7K engagements
"@theShakinRoom How many data points are you basing your thesis on"
X Link 2026-01-30T14:34Z 1.2M followers, [----] engagements
"As I mentioned just [--] days ago metals were approaching a local top. I'm not taking the time to go see what the alt season bros have to say but my guess is they are taking victory laps. Crypto gurus who spent the last [--] years calling for alt season have spent the last [--] months calling the top on metals. Now that some metals approach a local top they will start acting like they were right about everything. Crypto gurus who spent the last [--] years calling for alt season have spent the last [--] months calling the top on metals. Now that some metals approach a local top they will start acting like"
X Link 2026-01-30T18:41Z 1.2M followers, 145.6K engagements
"I knew on the first drop by metals people would come back to this. But since I said dont be afraid to pivot on ALTs ALTs are down 15% against Gold 12% against Silver 8% against USD 8% against SPX 1% against BTC Also I have said to pivot out of alts for years. My point is that even those who left alts earlier this month still ended up being glad they did. Its easy to wait for markets to drop and act like pivoting was bad but alts are down against almost everything since that tweet Dont be afraid to pivot. So many people just keep waiting for alt season they end up missing years of gains in"
X Link 2026-01-30T21:06Z 1.2M followers, 136.1K engagements
"@coldslug1 I told you a top for metals was coming [--] days ago. Sorry you missed it Crypto gurus who spent the last [--] years calling for alt season have spent the last [--] months calling the top on metals. Now that some metals approach a local top they will start acting like they were right about everything. Crypto gurus who spent the last [--] years calling for alt season have spent the last [--] months calling the top on metals. Now that some metals approach a local top they will start acting like they were right about everything"
X Link 2026-01-30T21:12Z 1.2M followers, [----] engagements
"@CardanoCross Just a bunch of alt season bros who didnt listen to me for [--] years now acting like they were right on the first drop by metals"
X Link 2026-01-30T21:17Z 1.2M followers, [----] engagements
"@BiplavShre94006 Stocks will fall too"
X Link 2026-01-30T21:24Z 1.2M followers, [---] engagements
"@silentkryptic Good thing I said to sell silver for gold a few days ago And warned a local top for metals was coming [--] days ago Sorry you cant keep up"
X Link 2026-01-30T21:28Z 1.2M followers, [----] engagements
"Usually after SPX breaks down against Gold SPX then starts dropping against USD. While it has not started yet my guess is that SPX starts a correction very soon (probably even February)"
X Link 2026-01-30T21:51Z 1.2M followers, 251K engagements
"Theres always a bull market somewhere That bull market might be starting in DXY for a while probably one of the most hated things right now. I think it would be wise to have some cash ready for some good buys on risk assets late Q3/early Q4 With metals dropping stocks likely follow. Btc in a typical [--] year cycle bear market too. Dare I say it are we going back to cash is king https://twitter.com/i/web/status/2017358269581348929 https://twitter.com/i/web/status/2017358269581348929"
X Link 2026-01-30T22:04Z 1.2M followers, 222.3K engagements
"@0xNftLegend Gold is more bullish than stocks and crypto so it might be worth holding over those for a while. But usually when metals drop stocks follow (under these macro conditions)"
X Link 2026-01-30T22:07Z 1.2M followers, [----] engagements
"@JackyGekko I dont typically short anything"
X Link 2026-01-30T22:08Z 1.2M followers, [----] engagements
"@wayupfront_ If you are buying metals gold is better than silver right now IMO"
X Link 2026-01-30T22:08Z 1.2M followers, [----] engagements
"Sometimes people feel like if they dont pivot a view on the exact day of a top or bottom then they are stuck with the new trend for years. You can catch the majority of a trend without nailing every move perfectly. People expect perfection but perfection doesnt exist"
X Link 2026-01-30T22:10Z 1.2M followers, 57.4K engagements
"Is this view is correct it would eventually be bullish for crypto but probably not until later this year. Basically crypto stays weak until stocks drop and makes the Fed do something. Since metals dropped and SPX broke down against Gold there is a high chance stocks start dropping soon. Short term bearish for crypto but likely good buying opportunities in crypto later this year Usually after SPX breaks down against Gold SPX then starts dropping against USD. While it has not started yet my guess is that SPX starts a correction very soon (probably even February) Usually after SPX breaks down"
X Link 2026-01-30T22:12Z 1.2M followers, 167.9K engagements
"@_HalalPortfolio 40% seems fine gotta do what makes sense for you. I think risk assets are bearish. Rallies are likely not sustainable right now"
X Link 2026-01-30T22:15Z 1.2M followers, [----] engagements
"@Dua_sahil359 I said cash was king at the beginning of [----]. Did not say it at all in 2023"
X Link 2026-01-30T22:16Z 1.2M followers, [----] engagements
"@Waltonius Stocks are still basically at all time highs. And [--] days ago I said metals were approaching a top"
X Link 2026-01-30T22:16Z 1.2M followers, [----] engagements
"@BobLoukas Yeah seems like it needs to happen before end of March right If not by then then I doubt it"
X Link 2026-01-30T22:17Z 1.2M followers, 14.3K engagements
"@BobLoukas Yeah maybe like you said before its easier to measure the cycles from low to low than peak to low"
X Link 2026-01-30T22:27Z 1.2M followers, [----] engagements
"I hope I saved some people from the pain of altcoins over the last few years. With that said I have recently started acting like an arrogant asshole about altcoins. I am sorry. Ill try and be better"
X Link 2026-01-30T23:12Z 1.2M followers, 219.8K engagements
"@DarboJr3 Alt season [----] 🚀"
X Link 2026-01-30T23:14Z 1.2M followers, [----] engagements
"@cohen_niv8471 Theres a difference between being honest and being an ass and I recently crossed that line"
X Link 2026-01-30T23:15Z 1.2M followers, [----] engagements
"@TammTrim Yeah but there are some people that just found me who bought alts and all they hear me say is arrogant things about alts. I should stop and be more empathetic"
X Link 2026-01-30T23:16Z 1.2M followers, [----] engagements
"@ourelion Problem is even if alts bounce against silver that does not mean they go up against USD"
X Link 2026-01-30T23:39Z 1.2M followers, [----] engagements
"@ikarusbtc @ourelion gold and usd are probably both better than stocks/crypto. that will likely change in 8-9 months"
X Link 2026-01-30T23:44Z 1.2M followers, [----] engagements
"Silver drops 38% https://www.youtube.com/watchv=ZTRxoRs3VM8 https://www.youtube.com/watchv=ZTRxoRs3VM8"
X Link 2026-01-31T00:05Z 1.2M followers, 78.6K engagements
"@Checkmatey If you like the [----] comparison at all it basically calls for a 50% drop from the highs which is also between $60k-$70k"
X Link 2026-01-31T00:56Z 1.2M followers, 19.3K engagements
"💯 If Bitcoins fate hinges on who gets the Fed chair weve drifted far from the original mission. If Bitcoins fate hinges on who gets the Fed chair weve drifted far from the original mission"
X Link 2026-01-31T01:19Z 1.2M followers, 103.3K engagements
"@MarzzNyc things can change quickly"
X Link 2026-01-31T03:04Z 1.2M followers, [----] engagements
"@ghhbbhbbnkku true maybe if they have not converged by EOY then adjust"
X Link 2026-01-31T03:05Z 1.2M followers, [----] engagements
"@scott73187192 could be sooner but that seems like a possibility"
X Link 2026-01-31T03:05Z 1.2M followers, 12K engagements
"just gotta get through the 2025-2026 bear market. can it be [----] yet. oh right only [--] more months My outline for #Bitcoin: 2019-2020: Accumulation 2021-2022: Uptrend 2023-2024: $BTC @ $100k 2025-2026: Bear Market 2027-2028: Accumulation 2029-2030: Uptrend 2031-2032: $BTC @ $300k-$500k 2033-2034: Bear market 2035-2037: Accumulation 2038-2039: Uptrend 2040-2042: $BTC @ $1M My outline for #Bitcoin: 2019-2020: Accumulation 2021-2022: Uptrend 2023-2024: $BTC @ $100k 2025-2026: Bear Market 2027-2028: Accumulation 2029-2030: Uptrend 2031-2032: $BTC @ $300k-$500k 2033-2034: Bear market 2035-2037:"
X Link 2026-01-31T03:07Z 1.2M followers, 456.4K engagements
"@FinanceLancelot"
X Link 2026-01-31T03:08Z 1.2M followers, [----] engagements
"@reinventideal when valued in Gold BTC topped in December 2024"
X Link 2026-01-31T03:21Z 1.2M followers, [----] engagements
"The reason people like Bitcoin is the same reason many people like Gold. Debasement of fiat currencies. Bitcoin does well under that narrative during risk-on times with ample liquidity and Gold does well under that narrative during risk-off times with lower liquidity"
X Link 2026-01-31T12:57Z 1.2M followers, 89.7K engagements
"@Peter_thoc Predicting your emotions is easier than predicting the markets. A lot easier. Imagine thinking you are clever when even me the guy who was so bullish on metals was able to pivot just before the top. Must drive you insane. Crypto gurus who spent the last [--] years calling for alt season have spent the last [--] months calling the top on metals. Now that some metals approach a local top they will start acting like they were right about everything. Crypto gurus who spent the last [--] years calling for alt season have spent the last [--] months calling the top on metals. Now that some metals"
X Link 2026-01-31T13:08Z 1.2M followers, [----] engagements
"@zerodayro Low liquidity right now look at central bank balance sheets not M2"
X Link 2026-01-31T13:17Z 1.2M followers, [----] engagements
"@Dogi1313 No"
X Link 2026-01-31T13:17Z 1.2M followers, [----] engagements
"@AxelAdlerJr Can you elaborate on why you think that Your bio says you do macro at crypto quant. Do you disagree with their position on indicators pointing to a bear market If so why Bear market rally Price is nearing the 365-day MA where the last bear market rally was rejected in [----]. Sentiment feels euphoric but indicators still point to a bear market. https://t.co/NTS09qehVO Bear market rally Price is nearing the 365-day MA where the last bear market rally was rejected in [----]. Sentiment feels euphoric but indicators still point to a bear market. https://t.co/NTS09qehVO"
X Link 2026-01-31T13:23Z 1.2M followers, 10.1K engagements
"@justcallmeema @AxelAdlerJr Btc could have a bounce and still be in a bear market. You do understand that right"
X Link 2026-01-31T13:36Z 1.2M followers, [----] engagements
"@h4n5um there is no "we" everyone has their own agenda"
X Link 2026-01-31T13:46Z 1.2M followers, [----] engagements
"@justcompostit 🤝"
X Link 2026-01-31T13:59Z 1.2M followers, 20K engagements
"@HodAlex007 ETH's home right now is between $2000-$2100"
X Link 2026-01-31T14:00Z 1.2M followers, 20.6K engagements
"@fatoldblackpan1 I am trying to practice empathy"
X Link 2026-01-31T14:00Z 1.2M followers, 16.4K engagements
"@Bobiuc maybe home then rally then basement then moon"
X Link 2026-01-31T14:00Z 1.2M followers, 12.7K engagements
"@oneplusbtc I did not join X with the hopes of making friends. I joined hoping to help others understand the markets. Usually that means they hate me for a while then after a few years I grow on them"
X Link 2026-01-31T14:01Z 1.2M followers, [----] engagements
"@JayCrypto231 @HodAlex007 i mean anything is possible. Price can go below/above the "fair value." I just think the fair value is approximately $2k. At anytime we are usually higher or lower than the fair value. Seldom does price actually sit right on it"
X Link 2026-01-31T14:12Z 1.2M followers, [----] engagements
"@rukph46616686 sounds about right 🤣"
X Link 2026-01-31T14:22Z 1.2M followers, [----] engagements
"@Tbeinthewrld good chance of a rebound after that. probably a lower high but nothing is for certain. Base case would be a lower high but maybe a 20-30% chance im wrong"
X Link 2026-01-31T14:29Z 1.2M followers, 21.1K engagements
"@ManAlejg Sweep the lows then rally then dump and maybe the bear market ends"
X Link 2026-01-31T14:40Z 1.2M followers, 32.4K engagements
"@cryptoholic2200 yes then rally then dump again"
X Link 2026-01-31T14:43Z 1.2M followers, 30.5K engagements
"@itsToghrul seems plausible"
X Link 2026-01-31T14:44Z 1.2M followers, 20.1K engagements
"@Topg927363663 @cryptoholic2200 yes october [----] but ill become interested in btc again probably this summer"
X Link 2026-01-31T14:45Z 1.2M followers, 10.6K engagements
"@MikeAnthony422 ok to dream always a chance even though not my base case"
X Link 2026-01-31T14:45Z 1.2M followers, 21.1K engagements
"and i pivoted on that idea literally months ago and for months i have said the most likely outcome is that ETH goes home. Honestly what do you want To assume I will never be wrong I even said I was wrong. How long will you bring this up Do you want me to mail you a post card saying I was wrong about that https://twitter.com/i/web/status/2017612010251260307 https://twitter.com/i/web/status/2017612010251260307"
X Link 2026-01-31T14:52Z 1.2M followers, [----] engagements
"@Topg927363663 @cryptoholic2200 I don't know exactly. Best case scenario is probably $60k-$70k. Worst case scenario is $40k. The point is whatever the price is in October [----] it will likely be a good time to buy (unless I'm wrong and it goes to new highs)"
X Link 2026-01-31T15:00Z 1.2M followers, [----] engagements
"When valued in Gold Bitcoin topped December [----]. In some ways you could argue this past cycle was left-translated"
X Link 2026-01-31T15:22Z 1.2M followers, 98.4K engagements
"@0xNftLegend that was the pandemic ser"
X Link 2026-01-31T15:33Z 1.2M followers, [----] engagements
"@KC_BULLLL we all make mistakes. call it tuition"
X Link 2026-01-31T15:34Z 1.2M followers, [----] engagements
"Hey Dan I have no problem with your thesis. No one knows what will happen. I enjoy reading counter views to mine. I have also previously expressed my appreciation for you. My point about the news not mattering is generally true. Think about all the great things that happened in crypto this last year as far as the news goes but crypto did not really respond in the way many people thought. Earlier this year it seemed like the narrative was that the pro-crypto administration was a bullish thing but that did not really pan out. So my post was pointing out that people should stop using the news to"
X Link 2026-01-31T16:01Z 1.2M followers, 48.7K engagements
"@TheSamsPodcast well it is a fact that BTC topped against gold in 2024"
X Link 2026-01-31T16:20Z 1.2M followers, [----] engagements
"@TheGreatPhil19 Because BTC topped when it always does"
X Link 2026-01-31T16:22Z 1.2M followers, [----] engagements
"In route to the April [----] low there other wicks to be swept. For instance BTC just swept the low from November [----] confirming that the bear market did not end late last year"
X Link 2026-01-31T16:33Z 1.2M followers, 146.5K engagements
"@diegohhb but price has being going lower. so who is the one coping"
X Link 2026-01-31T16:35Z 1.2M followers, [----] engagements
"I guess this is the bull case for DXY"
X Link 2026-01-31T17:25Z 1.2M followers, 99.2K engagements
"@Joey_NoCode because BTC topped on apathy rather than euphoria https://www.benjamincowen.com/reports/crypto-macro-risk-memo-q1-2026 https://www.benjamincowen.com/reports/crypto-macro-risk-memo-q1-2026"
X Link 2026-01-31T17:28Z 1.2M followers, [----] engagements
"@PaulEMoney91780 very low effort take"
X Link 2026-01-31T17:36Z 1.2M followers, [---] engagements
"@Link2Eth would you prefer an inconvenient truth or a lie"
X Link 2026-01-31T17:37Z 1.2M followers, [---] engagements
"@0xFadistan Bear market started October [----]. Bear market ever since. Not sure what you are rambling about. You keep bull posting BTC keeps going lower"
X Link 2026-01-31T17:49Z 1.2M followers, [---] engagements
"@checkrais3d I have been clear that BTC is in a bear market for months and is heading lower. lol no way you are being serious"
X Link 2026-01-31T18:08Z 1.2M followers, [----] engagements
"A lot of people are using the RSI of BTC to explain why the bear market had already ended. Remember RSI is a terrible indicator by itself. It must be used with other indicators to have any value at all"
X Link 2026-01-31T18:25Z 1.2M followers, 94.9K engagements
"@wolfofalgstreet cyclical indicators macro regimes liquidity etc"
X Link 2026-01-31T18:28Z 1.2M followers, [----] engagements
"@JoeOnChain true because it is based on moving averages which be definition are lagging indicators"
X Link 2026-01-31T18:28Z 1.2M followers, [----] engagements
"@easymoneybulls @NazariTullah FYI not to scare you but I usually get out of stables in midterm years too. No idea which ones will hold up. Last cycle UST went to zero and USDC temporarily depegged. You can sleep easier at night without that stress IMHO"
X Link 2026-01-31T18:31Z 1.2M followers, [----] engagements
"@Topg927363663 @cryptoholic2200 not right about everything just trying to get most of the moves correct. i will always get some things wrong"
X Link 2026-01-31T18:35Z 1.2M followers, [----] engagements
"Not sure what is going on with Bitcoin right now This report I published a few weeks ago identifies the regime that crypto is currently in and why it has been weak. https://www.benjamincowen.com/reports/crypto-macro-risk-memo-q1-2026 https://www.benjamincowen.com/reports/crypto-macro-risk-memo-q1-2026"
X Link 2026-01-31T18:47Z 1.2M followers, 106.3K engagements
"BTC is in a bear market and has been in one since October [----]. When metals have parabolic rallies like they have been having it usually leads to drops in risk assets not rallies. You are looking at just the last decade but when you look at Gold in a more historical context (before BTC was created) there are numerous times where after parabolic rallies by metals it immediately led to deep corrections in risk assets (1973 and [----] are two such examples). https://twitter.com/i/web/status/2017672591276691926 https://twitter.com/i/web/status/2017672591276691926"
X Link 2026-01-31T18:53Z 1.2M followers, 78.9K engagements
"@mexaverse_ I think waiting a bit later this year would be wise. I may start to get interested in a few months but still decent chance the low ends up being October 2026"
X Link 2026-01-31T18:55Z 1.2M followers, [----] engagements
"@CoinvoTrading Hi"
X Link 2026-01-31T19:04Z 1.2M followers, 22.4K engagements
"That was fast Often times when other markets drop (i.e. metals or stocks) and Bitcoin does not immediately drop people think "Bitcoin is holding up well" Then usually within a couple of weeks Bitcoin drops too. I think there is a strong case that Bitcoin will retest the April [----] low https://t.co/uNCxMNNLM5 Often times when other markets drop (i.e. metals or stocks) and Bitcoin does not immediately drop people think "Bitcoin is holding up well" Then usually within a couple of weeks Bitcoin drops too. I think there is a strong case that Bitcoin will retest the April [----] low"
X Link 2026-01-31T19:10Z 1.2M followers, 311.5K engagements
"@BitcoinMagazine @BitcoinMagPro what is dead may never die"
X Link 2026-01-31T19:15Z 1.2M followers, 42.4K engagements
"@alphatrends BTC was doing fine before all the treasury companies. In fact I would be more bullish on BTC without all the treasury companies"
X Link 2026-01-31T19:24Z 1.2M followers, 40.8K engagements
"What is impressive in your inability to read. I said "before BTC was created" You can see that in [----] and [----] when SPX/GOLD broke down from these levels risk assets immediately ended up having deeper corrections. You are just looking at what happened in the last [--] years which is what keeps getting people rekt. You are not looking at other macro regimes. https://twitter.com/i/web/status/2017695819357687877 https://twitter.com/i/web/status/2017695819357687877"
X Link 2026-01-31T20:25Z 1.2M followers, [----] engagements
"@StevenYamada1 @alphatrends Let's see. BTC went up tens of millions of percent before treasury companies. Then treasury companies happened. And look at the result. BTC is at the same price it was at [--] years ago basically"
X Link 2026-01-31T20:27Z 1.2M followers, [----] engagements
"I have said it before and I will say it again: Crypto was better before governments got involved"
X Link 2026-01-31T21:35Z 1.2M followers, 230.2K engagements
"If history is any indication the market cycle low for Bitcoin will occur between October 3rd to October 11th of [----] plus or minus a few days. I'm sure plenty of rallies will occur between now and then"
X Link 2026-01-31T21:48Z 1.2M followers, 169.8K engagements
"Of course since BTC topped on apathy rather than euphoria it will make sense to re-asses this view in the summer of 2026"
X Link 2026-01-31T21:49Z 1.2M followers, 99.9K engagements
"@onetokenthree https://x.com/intocryptoverse/status/1936613751492362673s=20 A lot of people would rather be told a lie than an inconvenient truth https://x.com/intocryptoverse/status/1936613751492362673s=20 A lot of people would rather be told a lie than an inconvenient truth"
X Link 2026-01-31T21:59Z 1.2M followers, [----] engagements
"Part of creating wealth is surviving drawdowns so you can have money to invest later. Control the drawdowns in your portfolio then the upside will eventually take care of itself"
X Link 2026-01-31T22:27Z 1.2M followers, 105.5K engagements
"@levenson_david I do not have a bullish bias. You must be new here"
X Link 2026-01-31T23:10Z 1.2M followers, [----] engagements
"The cycle ended in October. It peaked in time right around the last [--] peaks. Everyone who missed the top is now using the PMI to justify calling for a supercycle. There is no guarantee the PMI goes up in [----] in a durable fashion. You can read more about my thoughts here: https://www.benjamincowen.com/reports/crypto-macro-risk-memo-q1-2026 https://www.benjamincowen.com/reports/crypto-macro-risk-memo-q1-2026"
X Link 2026-02-01T00:22Z 1.2M followers, [----] engagements
"@FireBy_45 lol yeah"
X Link 2026-02-01T03:48Z 1.2M followers, [----] engagements
"@isomere yes"
X Link 2026-02-01T04:59Z 1.2M followers, [----] engagements
"To reiterate this is the bull view. This is not my view. I think countertrend rallies will be met by lower highs not higher highs. Any investor should know the "other view" so they are not just sitting in an echo chamber. This is the bull case for Bitcoin by the way. If Bitcoin sweeps the low the pattern would look a lot like prior patterns by GOOG and NVDA. I would assume that the rally would not result in a new all time high but a macro lower high before going to the 200W SMA. https://t.co/nCdqW2sM29 This is the bull case for Bitcoin by the way. If Bitcoin sweeps the low the pattern would"
X Link 2026-02-01T05:02Z 1.2M followers, 190.7K engagements
"Bitcoin Damage Report http://youtube.com/watchv=yLhApa2vv3s&feature=youtu.be http://youtube.com/watchv=yLhApa2vv3s&feature=youtu.be"
X Link 2026-02-01T05:04Z 1.2M followers, 114.7K engagements
"@milesdeutscher I had a feeling many would use this as my view when I clearly said its not what I think will happen. Read the tweet"
X Link 2026-02-01T13:03Z 1.2M followers, 35.7K engagements
"I do not try to time counter trend rallies like many do. I have had mixed degrees of success with it in the past. I try to just focus on the bigger picture as that is already hard enough to get right"
X Link 2026-02-01T13:05Z 1.2M followers, 89.6K engagements
"Can you explain how it has been more accurate BTC topped in Q4 post-halving year just when it always does. The ISM is this year's version of M2. No one cared about ISM last year they just talked about M2. Then when that failed they pivoted to ISM. When that fails they will pivot to something else. https://twitter.com/i/web/status/2017961381723525135 https://twitter.com/i/web/status/2017961381723525135"
X Link 2026-02-01T14:00Z 1.2M followers, [----] engagements
"Basically people find a narrative to explain price action. If BTC were putting in new highs right now people would be like "See I told you The crypto admin is bullish and crypto is going up" Or they would say "See I told you BTC is following M2" But because it's not they make up a new narrative which is "BTC price is down because of the ISM" or "BTC price is down because Clarity Act has not passed." You can always find a reason to explain the markets. But often times those reasons are notoriously absent when trends change. If the ISM were so obvious then why were so many focused on M2 last"
X Link 2026-02-01T14:04Z 1.2M followers, 80.4K engagements
"@TheFomoFactoryX Yes and I have said that view may be correct. The problem is that you assume ISM will go parabolic this year. If it does not happen until 2027/2028 then [----] could be a bear market (which is my base case)"
X Link 2026-02-01T14:15Z 1.2M followers, [----] engagements
"@martypartymusic Hi"
X Link 2026-02-01T15:02Z 1.2M followers, 17.3K engagements
"@MrBrondorDeFi Hey bro"
X Link 2026-02-01T15:10Z 1.2M followers, [----] engagements
"@TodireanuTudor I like the sound of that"
X Link 2026-02-01T15:12Z 1.2M followers, [----] engagements
"Bitcoin has a date with destiny coming up I think Bitcoin has a date with destiny (200 week moving average) in [----] probably around $60k-$70k. https://t.co/O5YsNjCuri I think Bitcoin has a date with destiny (200 week moving average) in [----] probably around $60k-$70k. https://t.co/O5YsNjCuri"
X Link 2026-02-01T15:26Z 1.2M followers, 476.7K engagements
"@andrefconde I never said it would take until September"
X Link 2026-02-01T15:55Z 1.2M followers, 16.4K engagements
"You spent all cycle shilling shitcoins thinking BTC dominance was going to crash. You call it "researching altcoins." It's actually called gambling. Remember when you made a video about me laughing about my views on ETH going home and ETH/BTC bleeding until it does How did that work out for you You got it 100% wrong. Did you ever admit you were wrong If you had told people to ignore alt season this past cycle and focus on BTC most of your followers would have done much better. Instead you spent all cycle convincing people to gamble their money on useless shitcoins and fading BTC dominance."
X Link 2026-02-01T16:13Z 1.2M followers, [----] engagements
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