According to @Excellion, ongoing discoveries of new gold deposits make chart-drawn BTC support warnings look overstated, signaling the market is still early in understanding Bitcoin’s scarcity-driven trade; source: Samson Mow on X, Oct 18, 2025. Bitcoin’s maximum supply is fixed at 21 million, while gold supply expands with new finds and mining output, reinforcing a long-horizon accumulation framework for BTC during volatility; source: Bitcoin.org and the Bitcoin whitepaper; source: World Gold Council publications on mine production. For trading, this view favors prioritizing spot exposure and disciplined dollar-cost averaging on drawdowns over reactive selling on every support break, with predefined risk controls to manage volatility; source: analysis derived from Samson Mow on X and risk management guidance from CME Group education resources. To validate supply-side tailwinds during pullbacks, monitor BTC exchange balances and miner issuance versus flows, as declining exchange balances and predictable issuance reductions post-halving can temper near-term sell pressure; source: Glassnode Research metrics and the Bitcoin protocol halving schedule on Bitcoin.org.

According to @Andre_Dragosch, Twenty One's recent Bitcoin purchases on Bitfinex have removed nearly 10% of the exchange's total BTC balances, representing a significant demand shock rather than a supply shock. This large-scale acquisition has immediate trading implications, as such concentrated buying activity can drive up short-term volatility and potentially increase Bitcoin prices on exchanges with lower liquidity. Traders should monitor order book depth and liquidity on Bitfinex and other major exchanges, as reduced available supply may impact price discovery and trigger rapid price movements. Source: @Andre_Dragosch via Twitter, June 4, 2025.