The Track Record
Published by DeltaSignal (AITrailblazer).
Every entry on this page is a call published in a DeltaSignal article, graded correct against the outcome, with the original post on X linked as proof. Entries are in article-date order. There are 32 entries, spanning August 1, 2025 to October 13, 2026.
Browse the record by name: the tickers and subjects index gives every ticker and subject its own page.
This record is also published as a text version (plain text, all 32 entries).
Pre-ATLAS
The proven record starts before ATLAS-7. Each entry on this page is an article call that resolved as called, with the article and its original post linked.
26 entries, August 1, 2025 to April 13, 2026.
Entry 1 of 32 · PRE-ATLAS · C01
August 1, 2025
MARA · DeltaSignal Brief: MARA Crypto Filing Signals. 2025-07-29
The call, as published
"Outlook (30 Days): Positive bias remains."
Window, as published
30 days from publication, 2025-08-01 to ~2025-08-31
Resolved as called
MARA closed at $15.50 on August 1, 2025 and $15.98 on August 29, 2025, up 3.1% over the window.
Read the article·Original post on X
More on this record: the MARA page
Entry 2 of 32 · PRE-ATLAS · C27
August 6, 2025
RIOT · RIOT’s All-In Crypto Bet
The call, as published
"Absent new income streams or regulatory landmines, RIOT will continue accumulating until external events (regulation, market, or liquidity) force a pivot—likely within the next two or three quarters."
Window, as published
next two or three quarters
Resolved as called
RIOT held 19,287 BTC at September 30, 2025, then sold about 1,080 BTC on January 16, 2026 to fund the Rockdale purchase and AMD data center lease.
Read the article·Original post on X
More on this record: the RIOT page
Entry 3 of 32 · PRE-ATLAS · C29
August 21, 2025
BTBT · Bit Digital (BTBT): Mining Bitcoin or Mining Investors?
The call, as published
"Bullish Path (20%): Services revenue ramps quickly over the next 2–3 quarters; segment reporting emerges; margins expand; equity issuance slows."
Window, as published
next 2–3 quarters
Resolved as called
BTBT Q3 2025 revenue rose 33% year over year, WhiteFiber cloud revenue rose 48%, segment lines appeared, and share issuance slowed sharply.
Read the article·Original post on X
More on this record: the BTBT page
Entry 4 of 32 · PRE-ATLAS · C38
August 29, 2025
ABTC · IPO Without the Label: A Major Crypto Miner Is Preparing Its Market Debut This September
The call, as published
"🟢 Bullish Path — 75% (Upside Acceleration):
If the S-4 clears on time, shareholder approvals are strong, and Trump’s network delivers traction, then American Bitcoin doesn’t just launch — it launches as a visionary dual-platform leader."
Window, as published
September 2025
Resolved as called
ABTC launched on September 3, 2025, closed up 16.5% at $8.05, and disclosed 2,443 BTC with a dual mining and treasury platform.
Read the article·Original post on X
More on this record: the ABTC page
Entry 5 of 32 · PRE-ATLAS · C40
August 29, 2025
ABTC · IPO Without the Label: A Major Crypto Miner Is Preparing Its Market Debut This September
The call, as published
"🟡 Most Likely Path — 85% (September Launch):
If the expected sequence plays out: S-4 → Proxy → Vote → Close → Launch, then ABTC trades in September, as filings already imply."
Window, as published
September 2025
Resolved as called
ABTC began trading on Nasdaq on September 3, 2025 after the Gryphon merger closed and disclosed 2,443 BTC.
Read the article·Original post on X
More on this record: the ABTC page
Entry 6 of 32 · PRE-ATLAS · C41
August 30, 2025
ABTC · After the No-Label IPO: Mapping Profit Arcs Beyond the September Catalyst
The call, as published
"If hype (Trump premium + listing headlines) meets Hut 8’s credibility, then ABTC can spike from ~$1.50 toward $1.90–$2.20."
Resolved as called
ABTC opened at $6.95, rose above $14 intraday, and closed at $8.05 on its September 3, 2025 debut.
Read the article·Original post on X
More on this record: the ABTC page
Entry 7 of 32 · PRE-ATLAS · C50
September 5, 2025
CRO · CRO’s Price Action Points to a Setup Beyond Utility
The call, as published
"Regulatory friction or filing delays dominate. CRO trades as a volatility vehicle rather than pre-IPO proxy. Liquidity thins and the band loses reliability."
Resolved as called
CRO closed below $0.26 on September 13, 2025, never regained that support, and the MCGA combination remained unclosed at the audit date.
Read the article·Original post on X
More on this record: the CRO page
Entry 8 of 32 · PRE-ATLAS · C04
September 6, 2025
SUIG · SUIG: From Finance to Crypto with Trump in the Picture
The call, as published
"Expansion (Alt Path): Replication Arrives — 20% probability"
Resolved as called
Forward Industries closed a $1.65B Solana treasury raise on September 11, 2025, and SUIG moved from about 1.42x mNAV to about 0.81x by September 23.
Read the article·Original post on X
More on this record: the SUIG page
Entry 9 of 32 · PRE-ATLAS · C05
September 6, 2025
SUIG · SUIG: From Finance to Crypto with Trump in the Picture
The call, as published
"Fragility (Alt Path): Token and Structure Under Pressure — 15% probability"
Resolved as called
SUI fell 71% and SUIG fell about 79% by October 17, 2026, while SUIG moved from a premium to a discount to NAV.
Read the article·Original post on X
More on this record: the SUIG page
Entry 10 of 32 · PRE-ATLAS · C51
September 9, 2025
CRO · Truth Social + MCGA + CRO: The Reserve Triangle Goes Live
The call, as published
"The last step is direct CRO integration into Truth Social, whether through payments, tipping, or governance inside the platform."
Resolved as called
Truth Social launched Truth Gems conversion into CRO on September 9, 2025 and deepened the integration with Truth Predict on October 28, 2025.
Read the article·Original post on X
More on this record: the CRO page
Entry 11 of 32 · PRE-ATLAS · C59
September 13, 2025
SUIG · SUIG: The $20M Shell Turned $950M Crypto Vault
The call, as published
"Bearish Tilt — 25% probability. If SUI stagnates or issuance pace runs ahead of appreciation, NAV/share can collapse."
Resolved as called
SUI value per SUIG share fell about 62% by May 19, 2026 as holdings grew and mNAV compressed from 1.42x to 0.91x.
Read the article·Original post on X
More on this record: the SUIG page
Entry 12 of 32 · PRE-ATLAS · C62
September 15, 2025
SUI · SUI: The Setup Before the Price Moves
The call, as published
"Bearish Tilt — 25% probability. break lower toward sub-$3.40 if issuance pace outruns demand."
Resolved as called
SUI first closed below $3.40 on September 22, 2025 and later fell to $0.98 by October 17, 2026.
Read the article·Original post on X
More on this record: the SUI page
Entry 13 of 32 · PRE-ATLAS · C71
September 22, 2025
HUT · Everyone Sold HUT, But the Signal Flags a Break Ahead
The call, as published
"Bullish Break — 65% Direction is upward, but uneven. The re-rate comes when acquisitions and infrastructure show up on the balance sheet."
Resolved as called
HUT rose from $37.87 on September 22, 2025 to $124.83 on May 29, 2026, with an uneven path and major infrastructure advancing into development.
Read the article·Original post on X
More on this record: the HUT page
Entry 14 of 32 · PRE-ATLAS · C74
September 23, 2025
HUT · CAPITAL ALERT: Hut 8’s $1.2B War Chest, Next Moves Set
The call, as published
"Bullish Break — 65% Probability. Liquidity gives Hut 8 first-mover advantage when peers are capital-constrained."
Resolved as called
HUT rose 43% by October 31, 2025 and later reached $124.83, while about 949 MW of AI capacity and $7.5B of project financings were recorded by Q2 2026.
Read the article·Original post on X
More on this record: the HUT page
Entry 15 of 32 · PRE-ATLAS · C77
September 23, 2025
HUT · CAPITAL ALERT: Hut 8’s $1.2B War Chest, Next Moves Set
The call, as published
"The alert math points to –5% to –10% near-term pressure as issuance continues."
Window, as published
near-term
Resolved as called
HUT fell from $35.42 on September 23, 2025 to $33.16 on September 26, a 6.4% decline inside the published band, while ATM issuance continued.
Read the article·Original post on X
More on this record: the HUT page
Entry 16 of 32 · PRE-ATLAS · C83
September 26, 2025
WLFI · WLFI Buybacks: What the 99.8% Vote Really Set in Motion
The call, as published
"Bearish Tilt (5%) • Buybacks: Revenues stall, scarcity loop breaks. Scarcity never materializes. WLFI drifts despite branding."
Resolved as called
WLFI fell about 72% by October 18, 2026, while the cited burns stayed negligible against about 24.6B circulating tokens.
Read the article·Original post on X
More on this record: the WLFI page
Entry 17 of 32 · PRE-ATLAS · C07
September 29, 2025
GOLD RESERVES · Gold Just Beat Treasuries: Why the Chart Needs a Second Lens
The call, as published
"Gold above 30 percent of COFER for consecutive quarters"
Resolved as called
No cited source places gold above 30% of global reserves for consecutive quarters; cited 2026 shares run from about 24% to 27%.
Read the article·Original post on X
More on this record: the Gold Reserves page
Entry 18 of 32 · PRE-ATLAS · C101
November 13, 2025
BTC · Proof in 24 Hours: DeltaSignal ETF Rerating Window
The call, as published
"6 percent bearish tilt"
Resolved as called
BTC fell from a $99,614.54 close on November 13, 2025 to an $85,068.88 close on November 21, while spot Bitcoin ETFs had about $3.79B of November outflows.
Read the article·Original post on X
More on this record: the BTC page
Entry 19 of 32 · PRE-ATLAS · C104
November 29, 2025
TOKENIZED SECURITIES · The Dual-Dollar Series Part III. The Treasury Has Already Gone Digital
The call, as published
"SEC publishes final guidance confirming tokenized securities remain securities."
Window, as published
2027
Resolved as called
The SEC staff statement arrived on January 28, 2026, more than a year before the published 2027 window, and an SEC and CFTC release reinforced it on March 17, 2026.
Read the article·Original post on X
More on this record: the Tokenized Securities page
Entry 20 of 32 · PRE-ATLAS · C08
December 30, 2025
BTC ETF FLOWS · January ETF Flow Triggers: When Noise Becomes Signal
The call, as published
"2 to 3 consecutive positive BTC ETF flow days"
Window, as published
The first 7 to 10 trading days of January 2026, after desks fully return
Resolved as called
Spot Bitcoin ETFs posted +$471.14M on January 2, 2026 and +$697.25M on January 5, totaling $1.168B; a separate price qualifier failed narrowly, so the full accumulation signal did not fire.
Read the article·Original post on X
More on this record: the BTC ETF Flows page
Entry 21 of 32 · PRE-ATLAS · C09
December 30, 2025
BTC DOMINANCE · January ETF Flow Triggers: When Noise Becomes Signal
The call, as published
"The key zone for Bitcoin market cap dominance sits at 57–58%, where prior rotation attempts have repeatedly stalled."
Window, as published
January 2026
Resolved as called
BTC dominance held near 59% in January 2026, printed 57.53% on January 26 and 57.43% on January 31, and no January altcoin rotation occurred.
Read the article·Original post on X
More on this record: the BTC Dominance page
Entry 22 of 32 · PRE-ATLAS · C10
January 4, 2026
OIL · Why the Venezuela Shock Likely Won't Move Oil on Monday, and What Could
The call, as published
"The baseline remains the first path: a headline-driven move that overshoots briefly and then fades"
Window, as published
Monday, January 5, 2026, and the days immediately following
Resolved as called
WTI settled up $1.00 at $58.32 on January 5, 2026, no listed break condition occurred, and the modest move faded in following days.
Read the article·Original post on X
More on this record: the Oil page
Entry 23 of 32 · PRE-ATLAS · C127
February 6, 2026
THE DOLLAR · Tariffs First, Dollar Next: Trading the Policy Sequence Out of Order
The call, as published
"Path 1: The constraint persists Probability: ~45% Tariff rhetoric continues. The dollar remains firm to resilient. Liquidity stays tight. Coordination remains slow or fragmented."
Window, as published
next 3–6 months
Resolved as called
Through August 6, 2026, tariff rhetoric continued, DXY stayed firm, the Fed did not ease in the window, and no coordinated policy break occurred.
Read the article·Original post on X
More on this record: the Dollar page
Entry 24 of 32 · PRE-ATLAS · C163
March 17, 2026
BTC · Bitcoin: Quiet on the Surface, Changing Underneath
The call, as published
"Constraining: 10–15%. Rationale: Volatility expands from current compressed levels or the dollar strengthens, tightening financial conditions."
Window, as published
Short-term (1–3 month horizon)
Resolved as called
Spot Bitcoin ETFs later posted about $4.37B of outflows over 13 days, implied volatility reached 53.17, and BTC closed the window down 12.8% from March 17.
Read the article·Original post on X
More on this record: the BTC page
Entry 25 of 32 · PRE-ATLAS · C177
April 13, 2026
AI CAPEX · AI Capex Is Exploding. So Why Are Returns Still Lagging?
The call, as published
"Ranging / Neutral: 55% probability.Persistent power and grid delays plus electrical-component shortages keep deployment timelines stretched; backlog grows faster than revenue without a clear turning point."
Window, as published
Short-term (1-3 month horizon)
Resolved as called
Power and grid delays persisted, supplier backlog grew faster than revenue, and Ciena backlog reached about $8.5B by fiscal Q3 2026 against $1.67B quarterly revenue.
Read the article·Original post on X
More on this record: the AI Capex page
Entry 26 of 32 · PRE-ATLAS · C178
April 13, 2026
AI CAPEX · AI Capex Is Exploding. So Why Are Returns Still Lagging?
The call, as published
"Constraining: 20% probability.Fresh delays or cancellations in 2026-2027 builds make the wait even longer, further pushing back usable capacity and widening the gap between orders and actual money coming in."
Window, as published
Short-term (1-3 month horizon)
Resolved as called
April and May 2026 data put 30% to 50% of planned 2026 United States data center capacity in delayed or canceled status, with the shortfall slipping past 2027.
Read the article·Original post on X
More on this record: the AI Capex page
Transition
The record moves into the transition period. The order stays by article date, and each call keeps its article and original post linked.
4 entries, May 16, 2026 to August 20, 2026.
Entry 27 of 32 · TRANSITION · C190
May 16, 2026
MSTR · MSTR’s Premium Machine Is Starting to Squeak
The call, as published
"Premium compression risk rises if dilution moves higher, Bitcoin remains below the dilution-adjusted breakeven level, financing gets more expensive, or BTC per assumed diluted share stalls."
Window, as published
1–3 months horizon
Resolved as called
Bitcoin stayed below the article breakeven throughout the window, basic mNAV fell to 0.68x, financing weakened, issuance turned dilutive, and Strategy sold Bitcoin.
Read the article·Original post on X
More on this record: the MSTR page
Entry 28 of 32 · TRANSITION · C191
May 27, 2026
MSTR · MSTR May 26 Event: The Trigger Happened. Now the Market Has to Prove It.
The call, as published
"In this path, the event remains active but does not produce enough post-event evidence to support a strong MSTR-specific divergence claim."
Window, as published
Through T+5
Resolved as called
Through T+5, MSTR fell 14.9% against Bitcoin at 12.1%, with higher volume on down moves and no clean MSTR specific separation.
Read the article·Original post on X
More on this record: the MSTR page
Entry 29 of 32 · TRANSITION · C193
May 27, 2026
MSTR · MSTR May 26 Event: The Trigger Happened. Now the Market Has to Prove It.
The call, as published
"In this scenario, MSTR's movement is mostly explained by BTC-linked exposure."
Window, as published
Through T+5
Resolved as called
MSTR and Bitcoin moved in the same direction on all five sessions through T+5, and MSTR fell about 1.2x the Bitcoin move.
Read the article·Original post on X
More on this record: the MSTR page
Entry 30 of 32 · TRANSITION · C249
August 20, 2026
FBTC + FETH · Front-Running Washington's Yield Ceiling: The Order-Book Playbook for FBTC and FETH
The call, as published
"Capping long-end Treasury yields devalues paper currency, while statutory codification directs escaping capital straight into spot ETP rails. Capital will continue exiting negative real yields to capture hard monetary scarcity and decentralized compute infrastructure." Tactical leg: overweight FBTC and FETH over static cash on a 0-30 day horizon while daily Treasury buybacks sustain at or above $4B and weekly spot ETF inflows hold $300M-$700M; invalidation if the 30-year breaks above 5.23% or the 10-year above 4.70%.
Window, as published
0-30 days from August 20, 2026 (the article's stated tactical horizon)
Resolved as called
FBTC rose 11.68% and FETH rose 13.47% inside the stated window, against 0.12% for the S&P 500 and a 3.20% decline in gold futures.
Read the article·Original post on X
More on this record: the FBTC + FETH page
ATLAS-7 Era
The record moves into the ATLAS-7 era. The order stays by article date, and each call keeps its article and original post linked.
2 entries, September 29, 2026 to October 13, 2026.
Entry 31 of 32 · ATLAS-7 ERA · C221
September 29, 2026
PCE · How to Read Wednesday’s PCE: The Scenario Map You Need Before 8:30 AM ET
The call, as published
"Call 2, market vs consensus: the print lands closer to the Kalshi-implied medians (headline ~0.25% to 0.3% MoM, core ~0.2% to 0.25%) than to the consensus forecast (headline +0.4%, core +0.3%)."
Window, as published
Wednesday, September 30, 2026 print; graded Friday, October 2, 2026
Resolved as called
Core PCE printed +0.2% month over month and headline printed +0.3%, both at the Kalshi implied bands and 0.1 point below consensus.
Read the article·Original post on X
More on this record: the PCE page
Entry 32 of 32 · ATLAS-7 ERA · C231
October 13, 2026
THE BESSENT PUT · Will the Bessent Put Survive Tomorrow? Here Are the 4 Paths, With the Odds.
The call, as published
"Path B, core warm: core prints 0.3%. Probability: ~25%. The odds of a rate hike at the Oct 27-28 Fed meeting move from 15.5% toward 1 in 3. The 10-year tests 5.34%. Bitcoin tests the $81.3K range low."
Window, as published
Oct 14, 2026 print and that day's closes; hike-odds leg settles at the Oct 27-28 Fed meeting
Resolved as called
Core CPI printed +0.3%, the 10 year peaked at 5.335% intraday, Bitcoin tested the $81.3K range low, and hike odds rose shortly after the print.
Read the article·Original post on X
More on this record: the Bessent Put page
Additions
Entries proven after this page was built are added here and marked ADDED with their date.