If you were to price Bitcoin in your local fiat currency, the chart is volatile. Maybe you already own some Bitcoin and are looking to accumulate more at the right time, or you’re convinced it’s time to buy some Bitcoin but want a good entry point. Better yet, you’re looking for some real analysis about where Bitcoin might go over the coming decades.
You’ll see we’ve grouped the experts into three types of Bitcoin analysis: technical, on-chain, and macro. In the first section below, you’ll see our quick definition for each. After that, you can sort the list for the type of analysis you seek. The list will filter based on what you choose to see.
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Use the buttons below to filter the list of Bitcoin analysts by the type of research you seek.
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The Foremost Bitcoin Analysts
Here is your filtered list of the Bitcoin analysts the internet has to offer.
Willy Woo
Specialty: On-chain analysis
Willy Woo is one of the original Bitcoin on-chain analysts. Woo has come up with a number of original metrics and charts to measure Bitcoin’s on-chain activity. You can listen to Willy’s thoughts on the What Bitcoin Did podcast (rated one of our top Bitcoin podcasts).
Insightful Tweet
In terms of adoption, Bitcoin has roughly the same users as the Internet had in 1997.
But Bitcoin’s growing faster. Next 4 years on current path will bring Bitcoin users to 1b people, that’s the equivalent of 2005 for the Internet. pic.twitter.com/Np9yTR3WkL
— Willy Woo (@woonomic) February 1, 2021
Website: http://charts.woobull.com/
Twitter: @woonomic
Substack: The Bitcoin Forecast (Willy just informed subscribers this would be ending by the spring of 2022)
Will Clemente
Specialty: On-chain analysis
Will Clemente is a 19-year old, East Carolina University dropout. As told through numerous podcasts, Will was studying finance and economics through the Keynesian lens while also studying Bitcoin. The two concepts didn’t reconcile, and Will decided to leave college to pursue a career in Bitcoin analysis. The move worked out as he gained hundreds of thousands of Twitter followers in a year and became the Lead Insights Analyst at Blockware Solutions.
Insightful Tweet
$47,000,000 of BTC shorts liquidated in an hour
Say hello to supply shocktober pic.twitter.com/BOOfQnzDjS
— Will Clemente (@WClementeIII) October 1, 2021
Twitter: @WClementeIII
Podcast: Blockware Intelligence Podcast
Substack: Blockware Intelligence Newsletter
See Also: Every Company That Accepts Bitcoin As Payment
Plan B
Specialty: Stock-to-flow model
Plan B is a pseudonymous investor who created Bitcoin’s stock-to-flow ratio, a way to predict Bitcoin’s future value based on it’s scarcity. Stock-to-flow is a financial ratio that has been around for a long time and is used to calculate, typically, a resource’s scarcity: stock is the existing supply of the resource, flow is the annual amount at which the resource is produced. Plan B is the first to model out Bitcoin’s stock-to-flow to predict future price in dollar terms. The model has been accurate for years, with the most recent year’s price sitting on the low-end of the model’s acceptable bound.
Insightful Tweet
#bitcoin long term momentum is rising fast pic.twitter.com/5Mp7nE6iVs
— PlanB (@100trillionUSD) November 7, 2021
Website: https://planbtc.com/
Twitter: @100trillionUSD
Medium: https://medium.com/@100trillionUSD
Charles Edwards
Specialty: On-chain analysis
Charles Edwards is the founder of Capriole Investments. Capriole’s goal is to outperform Bitcoin, which they’ve done each of the past two years. Edwards has a background as a quant investor and has created multiple on-chain metrics, including “hash ribbons.”
Insightful Tweet
Look what I found.
A blue dot.#Bitcoin pic.twitter.com/B61u69dpoW
— Charles Edwards (@caprioleio) December 3, 2020
Website: https://www.capriole.com/
Twitter: @caprioleio
Caitlin Long
Specialty: Macro analysis
Caitlin Long is the Founder and CEO of Custodia Bank (formerly known as Avanti), the first official bank for digital assets like Bitcoin. Long is incredibly knowledgeable about how fiat currencies work, rehypothecation, the danger of paper claims on Bitcoin, Bitcoin’s role in politics, and much more.
Insightful Tweet
1/ THREAD ABOUT A HISTORIC DAY in #bitcoin: #ElSalvador president publicly announced support for legislation to make #BTC legal tender. *IF* it does become law, it wld have many secondary effects. Steel yourselves bc a big fight on this probably coming tho https://t.co/BrrNxaLzpZ
— Caitlin Long 🔑⚡️🟠 (@CaitlinLong_) June 6, 2021
Website: https://caitlin-long.com/
Twitter: @caitlinlong_
Nik Bhatia
Specialty: Macro analysis
Nik Bhatia is a professor of finance at USC, and more famously, the author of Layered Money (one of our top Bitcoin book recommendations). In his book, Bhatia paints the picture of a new financial system with Bitcoin as the base layer, trusted form of money.
Insightful Tweet
Every major geopolitical event, at the margin, drives people to #bitcoin. It’s a one way street until we reach about 2 billion people, at which point #bitcoin becomes the world’s predominant reserve currency.
— Nik Bhatia (@timevalueofbtc) February 16, 2022
Twitter: @timevalueofbtc
Substack: The Bitcoin Layer
Dylan LeClair
Specialty: On-chain
In 2020, Dylan LeClair dropped out of the University of Vermont to focus on Bitcoin. Dylan is a contributor to many Bitcoin-related companies. He does market research and writes for Bitcoin Magazine, provides analysis for UTXO Management, and co-founded 21st Paradigm. Dylan is best known for on-chain analysis, but has moved into more macro analysis on Twitter as of late.
Insightful Tweet
$BTC at 35k
How did we get here and what possibly comes next?
A thread on macro, bitcoin on-chain and derivatives 👇👇
— Dylan LeClair 🟠 (@DylanLeClair_) January 24, 2022
Website: https://dylanleclair.info/
Twitter: @DylanLeClair_
Substack: Deep DiveBitcoin Magazine: Articles
Preston Pysh
Specialty: Macro analysis
Preston Pysh is an aerospace engineer, a former pilot in the Army, and Warren Buffett disciple. Each of those experiences seemed to help Preston better understand the fundamentals of money and Bitcoin, but also forced him to overcome some deep biases. Preston Pysh shares great macro analysis and charts explaining the state of fiat currencies and Bitcoin.
Insightful Tweet
Why does everything feel like the world is falling apart, yet the stock market has looked like this since 2009?
Well, here’s a thread w/ some interesting charts that will help you understand: what you see is NOT what you get.
— Preston Pysh (@PrestonPysh) December 14, 2021
Website: https://www.theinvestorspodcast.com/
Twitter: @PrestonPysh
Podcast: Wednesday episodes of We Study Billionaires (rated a top Bitcoin podcast)
Lyn Alden
Specialty: Macro analysis
Lyn Alden is the best macro analyst I follow. With a background as an engineer, Alden views the macroeconomy like a machine and has the ability to assess inputs, outputs, actions, and reactions with amazing clarity. In 2020, Lyn did a deep analysis on Bitcoin and decided to invest personally. Since then, she’s become a trusted source analyzing Bitcoin’s role in the future of the world economy.
Insightful Tweet
Fact check: Bitcoin consumes a small fraction of 1% of global power today compared to the WEF’s 2017 statement that it would consume all of it by now.
A lot of these estimates and articles unfortunately come from folks who don’t understand how Bitcoin works. https://t.co/bqUmTiJZGo
— Lyn Alden (@LynAldenContact) January 19, 2022
Website: https://www.lynalden.com/
Twitter: @LynAldenContact
Rekt Capital
Specialty: Technical analysis
Rekt Capital writes a paid newsletter with technical analysis of Bitcoin and other cryptocurrencies. He shares some of the insights on Twitter for short- to medium-term predictions based on technical charting.
Insightful Tweet
The bottom Weekly Bollinger Band is where #BTC bottomed in May 2021$BTC is very close to reaching the bottom Bollinger Band once againhttps://t.co/eeNFGfzt78#Crypto #Bitcoin pic.twitter.com/yw6fSmxf7u
— Rekt Capital (@rektcapital) January 6, 2022
Website: https://www.rektcapital.co/
Twitter: @rektcapital
Substack: Rekt Capital Newsletter
Jurrien Timmer
Specialty: Macro analysis
Rekt Capital writes a paid newsletter with technical analysis of Bitcoin and other cryptocurrencies. He shares some of the insights on Twitter for short- to medium-term predictions based on technical charting.
Insightful Tweet
Will Bitcoin become a fixture? Here we see the number of global mobile phone users and global internet users, regressed against the number of BTC addresses. Both analogs support the idea that the Bitcoin (and Ethereum) network has a lot more growing to do. / 🧵 pic.twitter.com/AAk8X0ILtn
— Jurrien Timmer (@TimmerFidelity) April 26, 2022
Website: fidelity.com
Twitter: @TimmerFidelity
Raoul Pal
Specialty: Macro analysis
Raoul Pal is the co-founder and CEO of Real Vision, founder of Global Macro Investor, a great macroeconomic investor, and one of the first well-known traditional investors to buy Bitcoin. Raoul has incredibly insightful views about how demographics, technology, debt, and more will play out over the coming decade. Raoul was listed as one of our top podcast guests to follow around the audio internet.
Insightful Tweet
Bitcoin is eating the world…
It has become a supermassive black hole that is sucking in everything around it and destroying it. This narrative is only going to grow over the next 18 months.
You see, gold is breaking down versus bitcoin…and gold investors will flip to BTC pic.twitter.com/ox7KRY5VRo
— Raoul Pal (@RaoulGMI) October 27, 2020
Websites: Real Vision | Global Macro Investor
Twitter: @RaoulGMI
Root
Specialty: On-chain analysis
Root is a Twitter account with fantastic charts and models based on Bitcoin on-chain analysis and adoption. Root came up with the Bitcoin spiral charts you may have seen that show the growing market cap based on the halving, and introduced the HODL Model to analyze Bitcoin’s illiquid supply.
Insightful Tweet
I present the #Bitcoin S2F Cross Asset Spiral based on @100trillionUSD‘s Cross Asset Model, but incorporating block-time/halvings. A visual representation of bitcoin’s outwards spiral in search of its marketcap corresponding with its S2F. pic.twitter.com/6AqPJPcWP5
— Root 🥕 (@therationalroot) November 27, 2021
Twitter: @therationalroot
The Moon Carl
Specialty: Technical analysis
Carl Martin went from working at a grocery store to being a cryptocurrency analyst, trader, and personality worth millions of dollars. He shares daily videos and tweets alerting his followers to technical moves in the prices of many cryptocurrencies, mainly Bitcoin. If you are looking for short-term (within the day) trades, this is a good follow.
Insightful Tweet
According to this #Bitcoin analysis, if we factor in that the bull cycles are getting longer and longer, then that would give us a blow-off top between November 2021 and September 2022 with a price of $300,000 – $558,000.
Don’t panic because of this correction! pic.twitter.com/T0x6w0xoYk
— The Moon (@TheMoonCarl) June 27, 2021
Twitter: @TheMoonCarl
YouTube: https://www.youtube.com/c/themooncarl
How We Define The Types Of Bitcoin Analysis
Some of these categories of analysis overlap with one another. And some people on our list may be great at multiple categories. Below, we’ll do our best to describe each type of analysis.
Technical (or Chart) Analysis
Technical analysis is a general term to describe the evaluation of investments based on chart patterns and data in the price and volume of an asset. This type of analysis relies on historical data as a potential predictor for future moves. In Bitcoin, this is typically used to attempt to predict short- to -medium-term price moves in fiat terms.
On-chain Analysis
Bitcoin’s blockchain is a public ledger listing all of the transactions made on the network, including public addresses, transaction amount, transaction fees, and more. On-chain analysis is a technique to pull out trends and metrics based on the fundamental use of the Bitcoin network.
Macro Analysis
Global macro is an investment strategy that seeks to interpret and predict the highest-level factors – like interest rates, debt, growth rates, international trade, elections, and more – in the worldwide economic and political landscape. Bitcoin is a new and growing asset that increasingly plays a bigger role in the macroeconomic and political analysis. Therefore, macro analysis as it relates to Bitcoin, is the analysis of how Bitcoin may be impacted, or may impact, global trends in markets and politics.
Are we missing an incredible Bitcoin analyst?
This list is my personal, favorite Bitcoin analysts who I rely on for analysis. But it probably doesn’t cover the full list of top people to follow. Want to add someone to the list? Fill in the form on this page.