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Exhibit C Investigation · 2026-08-02 · 2 min read

Does the Fear & Greed Index Predict Anything?

Verdict: Overturned
"Be greedy when others are fearful" didn't work. The index describes the mood; it doesn't call the turn.

The charge. The most quoted rule in crypto sentiment is Warren Buffett's, borrowed and bent: be greedy when others are fearful. The Fear & Greed Index — a 0 (extreme fear) to 100 (extreme greed) gauge of the crowd's mood — is sold as the contrarian trigger: buy the terror, sell the euphoria. We checked whether the terror actually marked bottoms.

The evidence

Two years, 712 days where we had both a sentiment reading and Bitcoin's next move. We sorted every day into its Fear & Greed bucket and measured what Bitcoin did over the following day and week:

Sentiment that day Days Next-day up Avg next day Avg next week
Extreme Fear 184 51.6% +0.15% −0.04%
Fear 193 49.7% −0.12% −0.28%
Neutral 97 42.3% −0.16% −0.01%
Greed 176 50.0% +0.10% +0.63%
Extreme Greed 62 53.2% +0.28% +1.95%

The contrarian rule says the top row should be your best buy. It isn't. "Extreme Fear" days were followed by a coin flip and a flat week. If anything the table leans the other way — the "Extreme Greed" days had the strongest follow-through.

Cross-examination

Don't over-read that greed row. Sixty-two days is a thin sample, and this window was mostly a bull market, so "greedy" days were simply trend days riding a rising tide. The robust takeaway isn't "follow greed" — it's that the index tells you how the crowd feels right now, not what price does next. Sentiment is a description, not a forecast.

The verdict

The Fear & Greed Index is a fine thermometer and a terrible timer. "Buy when others are fearful" is a satisfying sentence that didn't beat a coin flip over two years of real data. We still log the index next to every call we publish — as context, not as a signal we trust. Now you know why.

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