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@krugermacro · Unclaimed · All time · 24 hours horizon How it’s ranked
🇦🇷 Economist. Trader. Sharing views on global markets.
Coverage 5 May 2026 – 10 Nov 2026
Calls
2
0 pending · 0 unresolved
Hit rate
100.0%
2 correct / 0 incorrect · 0 neutral
ROI
+2.2%
Average return per call: what following every call with an equal stake returned
Max drawdown
−0.0%
Worst peak-to-trough of following every call, as a share of the stake
Streak
2
Right calls in a row, newest first; neutral results are skipped
Coverage
189d
5 May 2026 – 10 Nov 2026
Best call
+2.5%“1. there's no "forever" 2. the four year cycle is hopium, even though it can drive self fulfilling flows 3. the btc underperformance trend vs AI related assets is very long, not noise 4. the eth underperformance trend vs almost everything is overwhelmingly evident 5. something going down when it should be going up it's signal (crashing solo is very different than crashing due to macro conditions) 6. I expect the AI trend to continue for a long time, and BTC to continue underperforming => there are much faster horses offering higher convexity than BTC 7. A handful of crypto assets can perform very well regardless.”
Every token @krugermacro has called, most recent first. The badge is their latest call on it. 2 tokens, all time.
Last called 4 Jun 2026 · 3 calls since 2 Jun 2026
0 bullish · 3 bearish
Last called 4 Jun 2026
By month resolved · 24 hours horizon
Not enough history in this window for a trend.
All time · 24h
7 records · every scored call links to its source post and price evidence
| Posted (UTC) | Call | Asset | Direction | Price at post | Horizon | Price at horizon | Return | Status |
|---|---|---|---|---|---|---|---|---|
| 4 Aug 2026, 16:30 | “@coinmamba Trading as if bitcoin were a value trap” |
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| BTC |
| ▼ Bearish |
| — |
| 24h |
| — |
| — |
| unscored |
| 2 Jul 2026, 10:46 | “I'm expecting a trend change in crypto today if payrolls data (NFP) comes in soft. If not today, then the trend change will have to wait for the market to price in higher odds of no hike at the July FOMC (Jul/29). The next catalysts for that repricing are the FOMC minutes (Jul/8) and CPI (Jul/14). If CPI comes in hot, the repricing waits until the July FOMC itself. NFP, CPI, the minutes, and FOMC speeches are more important than ever given Warsh's no forward guidance policy. I expect no hike on Jul/29, given the Middle East cease fire and inflation having peaked, but the market is not so sure and needs data to hold its hand until then. A hike would be extremely bearish. Without forward guidance, the market would have a hard time distinguishing between an "insurance hike" and the start of a hiking cycle. The main drag on crypto in the last six weeks has been BTC and Saylor, whose unfortunate actions (using cash reserves to repurchase 2029 converts + making a test bitcoin sale) drove price from 82K to 58K. That risk is now mostly gone, at least for the foreseeable future. Meanwhile, the main drags on equities and risk assets in general in the last two weeks have been a) the US-Iran cease fire exhausting most of the de-escalation upside, b) a hawkish June FOMC, and c) reignited AI bubble fears (misplaced IMO).” | BTC | ▲ Bullish | — | 24h | — | — | unscored |
| 7 Jun 2026, 22:11 | “Very sad > Btc is shackled by saylor and threatened by quantum > Eth got one shot by AI > Sol commited https://t.co/HXATjISRxL > Hype should do well needs time If I had to bet on st direction, I'd bet on a 5%-8% reversal this week, it's a bit too much, but market needs to see what Saylor does first” | BTC | ▼ Bearish | — | 24h | — | — | unscored |
| 4 Jun 2026, 05:55 | “1. there's no "forever" 2. the four year cycle is hopium, even though it can drive self fulfilling flows 3. the btc underperformance trend vs AI related assets is very long, not noise 4. the eth underperformance trend vs almost everything is overwhelmingly evident 5. something going down when it should be going up it's signal (crashing solo is very different than crashing due to macro conditions) 6. I expect the AI trend to continue for a long time, and BTC to continue underperforming => there are much faster horses offering higher convexity than BTC 7. A handful of crypto assets can perform very well regardless.” | BTC | ▼ Bearish | $63,890 | 24h | $62,262 | -2.5% | correct |
| 4 Jun 2026, 05:38 | “Yes, Saylor did make the price of bitcoin crash. A chunk of the market is somehow oblivious to this. This matters, as if you know the cause, you can determine what the market needs to reverse the trend (aside of liquidations). https://t.co/xlNG4V5ySl” | BTC | ▼ Bearish | — | 24h | — | — | unscored |
| 2 Jun 2026, 21:51 | “Bitcoin now trades in line with Strategy's corporate liquidity. This shift accelerated two weeks ago when the company repurchased its 2029 convertible notes, heavily depleting the cash reserves required to service its STRC preferred dividends. If for example management chooses to liquidate Bitcoin rather than suspend SRTC payouts, it introduces a massive structural supply overhang. Bitcoin does not trade like a macro asset any longer.” | BTC | ▼ Bearish | — | 24h | — | — | unscored |
| 2 Jun 2026, 18:53 | “I think Strategy will first lower the 1.22 threshold (self imposed) and issue MSTR common. BTC goes up on that, as it relieves the need to sell BTC to cover the STRC dividend (now down to ~5 months coverage). The magnitude of the relief depends on how much they can raise that way, given mNAV. If the numbers fall short Strategy may still be forced to sell BTC, in size this time. They basically need to choose if to sacrifice MSTR, STRC or BTC (or all). That would solve the pressing STRC issue, at least temporarily. All assuming Strategy did not already raise cash by selling BTC this week (doubtful). Then Strategy still has significant debt to roll-over in 2028 ... which is very doable. But the market may decide to chase Saylor and force a credit event. Everybody is willing to lend you money, when you don't need it. The downside if things go wrong is large. BTC is now fully linked to Strategy's creditworthiness. The path ahead for BTC is uncertain, but there's a very fat left tail. Many crypto natives on the sidelines have been expressing interest to buy only at 50K. I have no position and for the first time in a while I'm not even considering buying the dip. There are better assets to allocate capital to.” | BTC | ▼ Bearish | $67,216 | 24h | $65,940 | -1.9% | correct |
