Bitdeer Technologies Group (BTDR) stock calls: who's bullish, who's bearish, and their track records
As of November 5, 2026, MCAFax has logged 11 calls on Bitdeer Technologies Group (BTDR) from 3 tracked investors: 10 bullish, 0 bearish and 1 neutral. The most recent is bullish, posted by @ZeeContrarian1 on Oct 15, 2026 when BTDR last closed at $8.39. None of these calls has been scored yet; calls are scored 180 days after the post.
Not investment advice; for research and education.
Who is bullish and who is bearish on BTDR?
Consensus: bullish. Every current directional call on BTDR points the same way (Z (@ZeeContrarian1) and Ben Brown (@burrenwaffettt)). matthew sigel, recovering CFA (@matthew_sigel) takes a neutral or watch-only view, which is the closest thing to dissent here.
Every logged BTDR call
| Date | Player | Call | Price at call | Current / outcome | Result | Source |
|---|---|---|---|---|---|---|
| Oct 15, 2026 | Z (@ZeeContrarian1) | Bullish (long) | $8.39 | Open; scored 180 days after the post | Open (reiteration, counted once) | post |
| Oct 15, 2026 | Z (@ZeeContrarian1) | Bullish (long) | $8.18 | Open; scored 180 days after the post | Open (reiteration, counted once) | post |
| Oct 15, 2026 | Z (@ZeeContrarian1) | Bullish (long) | $8.18 | Open; scored 180 days after the post | Open (reiteration, counted once) | post |
| Oct 11, 2026 | Z (@ZeeContrarian1) | Bullish (long) | $9.63 | Open; scored 180 days after the post | Open (reiteration, counted once) | post |
| Oct 9, 2026 | Z (@ZeeContrarian1) | Bullish (long) | $9.72 | Open; scored 180 days after the post | Open (reiteration, counted once) | post |
| Oct 5, 2026 | matthew sigel, recovering CFA (@matthew_sigel) | Neutral / watch | $11.02 | Open; scored 180 days after the post | Watch only (neutral calls are not scored) | post |
| Sep 25, 2026 | Ben Brown (@burrenwaffettt) | Bullish (long) | $12.15 | $7.08 on Oct 26, 2026 | Open (not yet scored) | post |
| Sep 21, 2026 | Z (@ZeeContrarian1) | Bullish (long) | $12.97 | $8.06 on Oct 21, 2026 | Open (reiteration, counted once) | post |
| Sep 19, 2026 | Z (@ZeeContrarian1) | Bullish (long) | $12.97 | $7.69 on Oct 19, 2026 | Open (reiteration, counted once) | post |
| Sep 3, 2026 | Z (@ZeeContrarian1) | Bullish (long) | $10.74 | $10.93 on Oct 5, 2026 | Open (reiteration, counted once) | post |
| Aug 31, 2026 | Z (@ZeeContrarian1) | Bullish (long) | $10.32 | $10.49 on Sep 30, 2026 | Open (reiteration, counted once) | post |
Dates are the post date in US Central time. Prices are closes in the listing currency. Open calls are not marked to market on this page; they are scored 180 days after the post.
The bull case for BTDR
- Pairs Bitdeer with CoreWeave as a peak-pessimism example while defending his BTDR long. (Z (@ZeeContrarian1), Oct 15, 2026; source)
- Says Bitdeer can 5x from ~$8 if AI delivers and Bitcoin moves higher, noting it traded at $24 a year ago. (Z (@ZeeContrarian1), Oct 15, 2026; source)
- Reiterates Bitdeer long after recommending at $11; stock near $8 is his biggest loser of the year but he still sees a path to 5x if AI and Bitcoin cooperate. (Z (@ZeeContrarian1), Oct 15, 2026; source)
- Reduced Bitdeer exposure after losses but still calls it a big holding; risky stock. (Z (@ZeeContrarian1), Oct 11, 2026; source)
- Discloses Bitdeer (BTDR) as a top-5 holding at about 7.5% of his portfolio. (Z (@ZeeContrarian1), Oct 9, 2026; source)
- Scenario math: ~1,500 BTC/month at $80k plus Tydal lease could produce >$1B annual cash flow vs ~$3B market cap. (Ben Brown (@burrenwaffettt), Sep 25, 2026; source)
- Cites Druckenmiller 13F stake and low X attention as positives. (Z (@ZeeContrarian1), Sep 21, 2026; source)
- Conditional targets: $50 if Bitcoin hits $200k or AI power demand holds; $80 if both. (Z (@ZeeContrarian1), Sep 19, 2026; source)
- Patient power strategy: largest public self-miner, ~1.75 GW online, Tydal lease economics, own SEALMINER rigs; mining deserves rerating. (Z (@ZeeContrarian1), Sep 3, 2026; source)
- Bitdeer can 5x: mining works with Bitcoin near $75k, Asia AI buildout advantage, and US data center scarcity. (Z (@ZeeContrarian1), Aug 31, 2026; source)
The bear case for BTDR
No tracked investor has a current bearish thesis on BTDR.
Neutral and watch-list views
- Breaks down Tydal/Volta financing: estimates ~30% annual return on Tydal, flags build timing and Volta year-10 exit right; says more disclosure could close valuation gap. (matthew sigel, recovering CFA (@matthew_sigel), Oct 5, 2026; source)
Thesis lines are MCAFax summaries in our own words; follow the source link for the author's full post.
In their own words
- @ZeeContrarian1 (Oct 15, 2026): "While peak optimism is hard to catch, peak pessimism is a lot easier."
- @ZeeContrarian1 (Oct 15, 2026): "When I say $BTDR can 5x, just look at the chart."
- @ZeeContrarian1 (Oct 15, 2026): "I recommended $BTDR at $11. Today it's trading around $8."
- @ZeeContrarian1 (Oct 11, 2026): "I just reduced my exposure to $BTDR ; still a big holding, but it's a risky stock."
- @ZeeContrarian1 (Oct 9, 2026): "$BTDR: 7.5%"
- @matthew_sigel (Oct 5, 2026): "$BTDR outperforming most neos and powered shell cos this morning in a weak tape."
Track records of the players calling BTDR
| Player | Calls on BTDR | Career W-L | Win % | Avg edge vs S&P | Status |
|---|---|---|---|---|---|
| Z (@ZeeContrarian1) | 9 | 12-11 | .522 | +3.6 | Ranked #7 (career) |
| Ben Brown (@burrenwaffettt) | 1 | 0-0 | - | - | No scored calls yet |
| matthew sigel, recovering CFA (@matthew_sigel) | 1 | 0-0 | - | - | No scored calls yet |
See the full market-calls leaderboard for every player's record.
How we score these calls
A call wins when, 180 days after the post, the stock beat the S&P 500 in the direction the investor called (a long must outperform the index, a short must underperform it). Edge is the gap versus the S&P 500 in percentage points. Price at call is the last close known at the time of the post (Yahoo Finance daily bars, split-adjusted, in the listing currency). Track records cover calls from roughly the past year.
Last updated: November 5, 2026
Not investment advice; for research and education.
FAQ
Who is bullish on Bitdeer Technologies Group (BTDR)?
As of November 5, 2026, @ZeeContrarian1 and @burrenwaffettt have logged bullish calls on BTDR. Current bullish voices: @ZeeContrarian1 and @burrenwaffettt.
Who is bearish on BTDR?
As of November 5, 2026, none of the investors MCAFax tracks has made a bearish call on BTDR.
What is the consensus on BTDR among tracked investors?
Current calls on BTDR lean bullish; no tracked investor is on the other side right now.
What price was BTDR at when these calls were made?
Prices at call ranged from $8.18 to $12.97. The most recent call was made when BTDR last closed at $8.39. We use the last close known when each post went up.
How have past BTDR calls performed?
No BTDR call has been scored yet. Calls are scored 180 days after the post against the S&P 500.
Is there a contrarian call on BTDR?
Consensus: bullish. Every current directional call on BTDR points the same way (Z (@ZeeContrarian1) and Ben Brown (@burrenwaffettt)). matthew sigel, recovering CFA (@matthew_sigel) takes a neutral or watch-only view, which is the closest thing to dissent here.
How does MCAFax score stock calls?
A call wins when, 180 days after the post, the stock beat the S&P 500 in the direction the investor called (a long must outperform the index, a short must underperform it). Edge is the gap versus the S&P 500 in percentage points. Price at call is the last close known at the time of the post (Yahoo Finance daily bars, split-adjusted, in the listing currency). Track records cover calls from roughly the past year.
Where do these calls come from?
Public posts on X by investors MCAFax tracks. Each call links to the original post, and we log only posts that name a ticker and take a side. Theses are summarized in our own words.
Is this investment advice?
No. This page is journalism and research for education. It reports what tracked investors said and how their past calls performed.
How often is the BTDR page updated?
It is regenerated from the MCAFax market-calls database whenever new calls are logged or scored. This version is current as of November 5, 2026.