The Crowd Tape

What the street is doing, not what I think

What top X accounts are doing, not what I think

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IBIT

iShares Bitcoin Trust ETFPartly aligned
Close 46.59 (2026-10-15)28 days +7.6%1Y -26.2%28 d mentions 3

Stance mix of tracked accounts 2 accounts mentioned it · latest post counts

BullishNeutralNo stanceBearish
Bullish
0
Neutral
0
No stance
1
Bearish
1
Accounts BullNeuBearNone
@EricBalchunasViews ›1001
@PeterSchiffViews ›0010

Consensus and splits Reasons (analyst tagged) and views from the past 14 days

Bull case
Bear case
  • 1Macro
  • @PeterSchiff: @PeterSchiff doesn't know what is holding up Bitcoin with Democrats likely taking Congress and rising inflation and yields pricking bubbles; he says sell Bitcoin and buy gold.

Partly aligned. No clearly opposing views so far.

Current views Each account’s latest stance and reasoning; change is vs that account’s previous call
Bearish First call
Macro · Medium term · @PeterSchiff doesn't know what is holding up Bitcoin with Democrats likely taking Congress and rising inflation and yields pricking bubbles; he says sell Bitcoin and buy gold.
2026-10-15 00:50 HKT Original post ↗
Bullish First call
Macro · Long term · (Reposted by @EricBalchunas) @BitcoinArchive: @EricBalchunas says Bitcoin wins if socialists tax unrealized stock gains or if governments keep printing money.
2026-10-14 04:10 HKT Original post ↗
Background How the narrative evolved over time, for context on current views

By week Last 4 weeks

  • 10/10–10/16 · 3 posts · Bull 1 / Bear 1
    @PeterSchiff: @PeterSchiff doesn't know what is holding up Bitcoin with Democrats likely taking Congress and rising inflation and yields pricking bubbles; he says sell Bitcoin and buy gold. (Bearish)
  • 10/3–10/9 · 0 posts · Bull 0 / Bear 0
    No discussion
  • 9/26–10/2 · 0 posts · Bull 0 / Bear 0
    No discussion
  • 9/19–9/25 · 0 posts · Bull 0 / Bear 0
    No discussion

Key views and how they evolved Newest first

IBIT Bearish2026-10-15 00:50 HKTOriginal post ↗

@PeterSchiff doesn't know what is holding up Bitcoin with Democrats likely taking Congress and rising inflation and yields pricking bubbles; he says sell Bitcoin and buy gold.

See original

I don't know what's holding up Bitcoin. With the Democrats about to take Congress and rising inflation and bond yields pricking asset bubbles, the price should be a lot lower by now. Sell your Bitcoin before the bottom drops out of the market and buy gold! https://www.schiffgold.com

Reasoning: Macro · Medium term

IBIT Bullish↻ Repost of @BitcoinArchive2026-10-14 04:10 HKTOriginal post ↗

(Reposted by @EricBalchunas) @BitcoinArchive: @EricBalchunas says Bitcoin wins if socialists tax unrealized stock gains or if governments keep printing money.

See original

JUST IN: Bloomberg’s Eric Balchunas says Bitcoin wins if socialists tax unrealized stock gains, or if governments keep printing money. Eric @EricBalchunas definitely knows his stuff!

Image 1 ↗

Reasoning: Macro · Long term

No-stance mentions (1)
IBIT No stance↻ Repost of @natbrunell2026-10-14 22:20 HKTOriginal post ↗

(Reposted by @EricBalchunas) @natbrunell: BlackRock's Bitcoin ETF $IBIT almost did not happen, and @EricBalchunas shares the behind-the-scenes story from his new book in her full interview, now streaming.

See original

Did you know that BlackRock's Bitcoin ETF $IBIT almost didn't happen? @EricBalchunas shares a fascinating behind-the-scenes story in his new book. Don't miss our full interview streaming now on all platforms.

Image 1 ↗

Reasoning: Not tagged by analyst

Fund flows or trade records mentioned in posts reflect only the account’s own claims, are marked “Per the post” and are unverified.

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