Here are last week's @Real Vision Exchange survey results. Bitcoin sentiment came down a lot and overall it looks like the survey is catching a breath. The portfolio holds its main positions but switched off some of the tiny bets in currencies.
If you are looking to do your own analysis with the numbers on the Bot's dashboard, you can download the values in each chart as a csv by clicking the little gear box that's at the top right of each chart.
- Bitcoin sentiment came back A LOT from strongly bullish (0.77) to nearly neutral (0.087) on the 1m horizon. 3m horizon still bullish but at least short term participants are sceptical of upward potential. That correlates with a lacklustre performance over the last few days...a lot of sideways movements in Bitcoin.
- Gold expectations are also very low on the 1m horizon, while volatility is expected to increase. Overall it doesn't look like a bearish scenario but more like a moment of catching a breath while clear trends are missing. Even the so far very bullish case for EM equities is barely positive. Dollar is expected to weaken further.
- On the longer horizon however, things clear up a little bit for Gold, Bitcoin and even slightly for EM and US Equities
- Both the Exchange and the Bot's portfolio suffered last week due to their huge allocation to Bitcoin. The Bot's bet on a strenghtening EUR vs USD went relatively... (More)