According to @Andre_Dragosch, retail interest in bitcoin is still nowhere to be seen, indicating muted participation from non-institutional traders (source: André Dragosch on X, Nov 10, 2025). He added "Higher," signaling his expectation for BTC prices to move up from current levels (source: André Dragosch on X, Nov 10, 2025).

According to @Andre_Dragosch, stablecoin markets show a clear split between issuance by systemically important stablecoins and issuance by smaller, non-systemic names, highlighting concentration risks. Source: @Andre_Dragosch on X, Nov 10, 2025. Regulators define systemically important or global stablecoin arrangements as those whose disruption could threaten financial stability, making issuance and redemption flows a primary monitoring metric for market risk. Source: Financial Stability Board, High-level recommendations for global stablecoin arrangements (2023). Stablecoins are the dominant quote and settlement asset in crypto trading, so issuance trends materially influence exchange liquidity and price discovery for majors like BTC and ETH. Source: Bank for International Settlements, Quarterly Review on crypto and DeFi (2023); Federal Reserve, Financial Stability Report (2023). Trading takeaway: track net issuance and redemptions from major issuers via public disclosures (e.g., Tether Transparency for USDT and Circle’s USDC attestations) to gauge near-term liquidity conditions and potential basis or funding shifts across BTC and ETH markets. Source: Tether Transparency reports; Circle USDC attestation reports.

According to @Andre_Dragosch, Bloomberg reports that a Tether-backed firm named Rumble plans to buy Northern Data at a reduced price, source: Bloomberg via @Andre_Dragosch. No pricing details or closing timeline were provided in the shared headline, which limits immediate valuation modeling for traders, source: Bloomberg via @Andre_Dragosch. Traders focused on USDT may monitor official announcements from Tether, Rumble, and Northern Data for deal terms and timing before positioning, source: Bloomberg via @Andre_Dragosch.

According to @Andre_Dragosch, the US will soon distribute $2,000 per person in stimulus checks and he questions bearish positioning in risk assets, source: @Andre_Dragosch on X, Nov 10, 2025. The statement implies a potential liquidity tailwind for crypto, with traders eyeing upside in BTC and ETH if direct fiscal transfers materialize, source: @Andre_Dragosch on X, Nov 10, 2025. Traders can monitor US fiscal headlines alongside BTC and ETH price momentum, funding rates, and open interest to gauge follow-through, source: @Andre_Dragosch on X, Nov 10, 2025.

According to @Andre_Dragosch, both stocks and crypto are back at extreme fear (source: @Andre_Dragosch on X, Nov 7, 2025). This signals broad risk-off sentiment across asset classes, so traders should prioritize tighter risk controls in crypto and equities, including smaller position sizes, preference for limit orders, and reduced leverage while sentiment remains stressed (source: @Andre_Dragosch on X, Nov 7, 2025). Because no specific index readings or time windows were provided, decisions should lean on live order-book depth and realized volatility, with special attention to crypto market liquidity that can evaporate during fear phases (source: @Andre_Dragosch on X, Nov 7, 2025).

According to Andre Dragosch, the Copper/Gold ratio is the traditional finance equivalent of the Bitcoin/Gold (BTC/XAU) ratio, implying traders should prepare for moves when these relative-strength pairs align across markets; source: https://twitter.com/Andre_Dragosch/status/1986681996261597626. He advises market participants to prepare accordingly, highlighting the use of these ratios as a cross-asset risk-on/risk-off gauge that can inform timing for crypto exposure relative to gold; source: https://twitter.com/Andre_Dragosch/status/1986681996261597626.

According to @Andre_Dragosch, the latest ISM Services data imply renewed economic acceleration that he links to a risk-on backdrop for BTC, source: @Andre_Dragosch. He states US financial conditions are the loosest in three years, a liquidity easing he views as supportive for crypto performance, source: @Andre_Dragosch. He adds that the global pace of interest-rate cuts is the highest since the subprime era, reinforcing potential liquidity tailwinds for risk assets, source: @Andre_Dragosch. He further argues the Fed is nearing the end of quantitative tightening and could step in earlier, a shift he frames as bullish for BTC relative to macro conditions, source: @Andre_Dragosch. He characterizes BTC sentiment as bombed out, presenting a contrarian setup aligned with easing macro signals, source: @Andre_Dragosch.

According to @Andre_Dragosch, BTC is cointegrated with global money supply, implying a structural linkage between Bitcoin price and liquidity growth, source: @Andre_Dragosch on X, Nov 4, 2025. He states that the larger the deviation between BTC and global money supply, the fiercer the subsequent mean reversion or catch-up toward money supply, source: @Andre_Dragosch on X, Nov 4, 2025. For trading, this view supports monitoring the BTC versus global money supply spread as a mean reversion signal and managing position size for elevated volatility during catch-ups, source: @Andre_Dragosch on X, Nov 4, 2025.

According to @Andre_Dragosch, US Bitcoin ETFs together with MicroStrategy MSTR have absorbed roughly 30% of Bitcoin long-term holder supply, which he notes is below half but represents a consistent bid (source: @Andre_Dragosch on X, Nov 4, 2025). Traders can treat this steady demand as a flow signal by closely monitoring US Bitcoin ETF net inflows and any new MSTR purchase disclosures for near-term price impact (source: @Andre_Dragosch on X, Nov 4, 2025).

According to @Andre_Dragosch on X (Nov 4, 2025), Bitcoin’s accumulation activity score is rising again, driven by aggressive buying from wallets holding under 0.1 BTC and addresses holding 100 to 1000 BTC (source: @Andre_Dragosch on X).

According to @Andre_Dragosch, the Cryptoasset Sentiment Index has turned bearish again, indicating risk-off conditions across crypto markets (source: @Andre_Dragosch on X, Nov 4, 2025). According to @Andre_Dragosch, the index’s intraday score shows a bullish divergence, signaling BTC is nearing maximum seller exhaustion (source: @Andre_Dragosch on X). According to @Andre_Dragosch, it is unlikely that BTC drops below 100k in the short term, identifying 100k as the key near-term level to watch (source: @Andre_Dragosch on X).

According to @Andre_Dragosch, market sentiment is at Extreme Fear while BTC is still holding above 100k, highlighting price resilience and putting the 100k round number in focus as a key level to monitor. Source: @Andre_Dragosch on X, Nov 4, 2025.

According to @Andre_Dragosch, citing Bloomberg, stablecoin issuer Tether said its nine-month profit surpassed $10 billion (source: Bloomberg via @Andre_Dragosch). For traders, this issuer-reported profitability is a concrete input when monitoring USDT pairs and stablecoin market conditions (source: Bloomberg via @Andre_Dragosch).

According to @Andre_Dragosch, major investor types have already allocated to Bitcoin, citing examples such as the Luxembourgish sovereign wealth fund, BlackRock, Fidelity, and the US government, which he argues strengthens BTC’s social proof narrative for market adoption (source: @Andre_Dragosch on X, Nov 2, 2025). According to @Andre_Dragosch, this widening institutional base makes onboarding new investors easier and he expects social proof to accelerate adoption in 2026, a framing that positions BTC’s institutional adoption as a core driver to watch (source: @Andre_Dragosch on X, Nov 2, 2025).

According to @Andre_Dragosch, BTC has not shown a stable correlation with Fed net liquidity as Bitcoin trended higher in 2025 despite weak Fed liquidity, indicating global money supply is the more relevant driver for BTC performance (source: X/@Andre_Dragosch, Nov 2, 2025). He adds that if the SOFR-FFR spread continues to widen, the Fed is likely to inject more liquidity, which is short-term risk-off and bearish but medium- to long-term bullish for BTC in an SVB-like funding-stress setup (source: X/@Andre_Dragosch, Nov 2, 2025). For trading, this implies prioritizing global money supply metrics over Fed net liquidity when modeling BTC beta and monitoring the SOFR-FFR spread to time potential risk-off shocks followed by a liquidity pivot (source: X/@Andre_Dragosch, Nov 2, 2025).

According to André Dragosch, Bitcoin BTC has remained above 100K even amid significant long-term holder LTH distributions, highlighting notable demand absorption, source: X post by André Dragosch on Nov 1, 2025. According to André Dragosch, seller exhaustion occurred on Oct 10 and implies the current consolidation will likely end much sooner than a 6 to 18 month timeline, source: X post by André Dragosch on Nov 1, 2025. According to André Dragosch, BTC’s resilience above 100K during LTH distribution speaks to near-term market strength and a potential early consolidation break, source: X post by André Dragosch on Nov 1, 2025.

According to @Andre_Dragosch, Bitcoin adoption depends on Number Go Up dynamics, stating No SoV without NgU and No Hyperbitcoinization without NgU, emphasizing price appreciation as a core driver of the BTC store-of-value narrative. Source: @Andre_Dragosch on X, Nov 1, 2025. For traders, this frames sustained momentum and new-high regimes as key catalysts for broader BTC adoption and liquidity expansion, making trend strength a priority signal to monitor. Source: inference based on @Andre_Dragosch on X, Nov 1, 2025. He highlights ongoing debates with dogmatic bitcoiners, indicating that narrative shifts can influence sentiment and positioning in BTC markets. Source: @Andre_Dragosch on X, Nov 1, 2025.

According to @Andre_Dragosch, claims that MicroStrategy (MSTR) and Michael Saylor cannot raise more capital or expand modified NAV (mNAV) are unfounded FUD, and he expects that once risk-on returns and Bitcoin (BTC) outperforms gold, MSTR will likely rally, mNAV will expand, and the company will raise additional capital to buy more BTC (source: @Andre_Dragosch on X, Oct 30, 2025). He frames MSTR as a trade on BTC’s outperformance versus gold during risk-on conditions, with the capital-raising cycle enabling further BTC accumulation by the company (source: @Andre_Dragosch on X, Oct 30, 2025).

According to @Andre_Dragosch, Bitcoin is at 110k and investors are fearful again; source: @Andre_Dragosch on X, Oct 30, 2025. The post indicates a risk-off sentiment backdrop at the 110k handle that traders can factor into short-term positioning and liquidity management; source: @Andre_Dragosch on X, Oct 30, 2025.

According to @Andre_Dragosch, Coinbase is seeing "crazy" BTC exchange net outflows that point to a massive demand overhang and an unfolding supply deficit on the venue (source: @Andre_Dragosch on X, Oct 29, 2025). He adds that BTC looks like a "coiled spring," underscoring the trading relevance of tightening spot supply on Coinbase for Bitcoin price action (source: @Andre_Dragosch on X, Oct 29, 2025).