According to @rovercrc, Fox Business reported live that global M2 money supply is surging, and he stated Bitcoin (BTC) could be the next beneficiary of rising liquidity, source: Crypto Rover on X (Aug 14, 2025) citing a Fox Business live segment via the embedded clip. The trading takeaway presented in the post is that a renewed upswing in global M2 may act as a bullish liquidity impulse for BTC, prompting traders to monitor price reaction and momentum on the headline, source: Crypto Rover on X (Aug 14, 2025) referencing Fox Business coverage in the shared video.

According to @Excellion, some companies are purchasing inflationary pre-mined ICO tokens for their treasuries rather than Bitcoin BTC, indicating differing allocation choices at the corporate level. Source: @Excellion on X, August 14, 2025. The post does not identify the companies or the specific tokens involved, so no immediate ticker-level flows or sizing can be verified from this statement. Source: @Excellion on X, August 14, 2025. For trading context, Bitcoin’s supply is capped at 21 million, whereas inflationary tokens have ongoing issuance, a structural difference relevant when assessing asset scarcity versus dilution. Source: Bitcoin.org; @Excellion on X, August 14, 2025. Traders monitoring potential demand shifts between BTC and ICO tokens should review corporate disclosures and treasury updates to confirm any allocations before positioning. Source: @Excellion on X, August 14, 2025.

According to Milk Road (@MilkRoadDaily), more than 1,300 ETFs have launched since 2024, with crypto dominating the new issuance landscape (source: Milk Road on X). According to Milk Road (@MilkRoadDaily), the top 4 newly launched ETFs are crypto-related and 10 of the top 20 are crypto-related (source: Milk Road on X). According to Milk Road (@MilkRoadDaily), among these leaders, 5 are tied to BTC, 3 to ETH, and 2 to MSTR (source: Milk Road on X). According to Milk Road (@MilkRoadDaily), this composition shows institutional buyers are accumulating Bitcoin and some Ethereum through ETF products (source: Milk Road on X).

According to @burrytracker, Renaissance Technologies filed its Q2 stock trades showing it trimmed positions in Palantir (PLTR) and Robinhood (HOOD) (source: @burrytracker on X, Aug 13, 2025). The same update indicates new positions were opened in UnitedHealth (UNH) and Bitcoin (BTC), adding fresh BTC exposure to the firm’s portfolio (source: @burrytracker on X, Aug 13, 2025).

According to @rovercrc, a forthcoming Federal Reserve rate cut could catalyze a parabolic rally in Bitcoin (BTC) and altcoins by boosting macro liquidity that historically supports risk assets; Source: @rovercrc on X, Aug 13, 2025. As historical context, after the Federal Reserve cut the policy rate to 0–0.25% on March 15, 2020, BTC rose from roughly $5,000 in March 2020 to about $64,000 by April 2021; Sources: Board of Governors of the Federal Reserve System press release, Mar 15, 2020; Yahoo Finance BTC-USD historical data. For trading, monitor upcoming FOMC decisions and policy statements published by the Federal Reserve, as these announcements are known market catalysts for crypto volatility aligned with the author’s thesis; Sources: Board of Governors of the Federal Reserve System; @rovercrc on X, Aug 13, 2025.

According to @MilkRoadDaily, Donald Trump stated that "the technical backbone of the financial system is decades out of date" and said crypto will fix the broken TradFi system in a video shared on Aug 13, 2025; source: @MilkRoadDaily on Twitter, Aug 13, 2025. The post frames the message as explicitly pro-crypto and does not include specific policy proposals, regulatory details, price reactions, or market data; source: @MilkRoadDaily on Twitter, Aug 13, 2025. For trading context, this is a public endorsement headline from a prominent U.S. political figure rather than a policy announcement, with no tickers or timelines cited; source: @MilkRoadDaily on Twitter, Aug 13, 2025.

According to @paoloardoino, Bitfinex has 'stepped up' while others waited and remains committed to pushing Bitcoin forward, signaling an explicit pro-BTC stance from exchange leadership. Source: X post by @paoloardoino on Aug 12, 2025. The post includes no specifics on new products, timelines, or operational measures, indicating it is a leadership statement rather than a detailed launch update. Source: X post by @paoloardoino on Aug 12, 2025. For traders, the concrete takeaway is clear executive support for BTC from Bitfinex leadership, without direct market guidance or price targets provided. Source: X post by @paoloardoino on Aug 12, 2025.

According to @glassnode, ETH bid demand is strengthening as price marches toward all-time highs, while BTC is consolidating just below its peak (source: @glassnode, Aug 12, 2025). This contrast points to stronger buy-side support for ETH versus range-bound BTC, highlighting a potential momentum bias in ETH pairs in the near term (source: @glassnode Week On-Chain, Aug 12, 2025). Traders should prioritize ETH breakout risk management around the ATH zone and monitor BTC’s consolidation band for rotation signals, aligned with the observed bid strength and consolidation setup (source: @glassnode Week On-Chain, Aug 12, 2025).

According to @glassnode, over the past month Bitcoin’s 30-day return has been largely flat, causing BTC to underperform most crypto sectors in relative terms. Source: Glassnode. ETH posted the second-strongest gains in the same period, trailing only staking-related tokens at the top of sector performance. Source: Glassnode. For near-term trading, relative strength and momentum currently favor ETH and staking-linked tokens over BTC based on the 30-day sector return profile. Source: Glassnode.

According to @glassnode, Bitcoin’s 30-day returns have been largely flat, leaving BTC underperformed by most crypto sectors over the past month (source: @glassnode). According to @glassnode, Ethereum ETH posted the second-strongest gains in this period, trailing only staking-related tokens, signaling clear sector rotation and relative strength away from BTC for momentum-focused traders to note (source: @glassnode).

According to @KookCapitalLLC, ETH faces replaceability risk from payment-focused chains (including initiatives by Plasma and Stripe) and growing retail activity on Solana for stablecoin usage, implying relative headwinds versus BTC (source: @KookCapitalLLC on X, Aug 11, 2025). The author contrasts BTC’s non-replaceable monetary position with ETH’s platform risk and recommends a rotation trade: sell ETH into a move toward $7,000–$10,000 and accumulate BTC (source: @KookCapitalLLC on X, Aug 11, 2025). For traders, the actionable takeaway is a relative-value pivot from ETH to BTC if ETH reaches the cited zone, framed as a momentum-fade in ETH versus a build in BTC exposure (source: @KookCapitalLLC on X, Aug 11, 2025).

According to @KookCapitalLLC, Stripe is building its own Layer-1 blockchain, which the author argues is bullish for Bitcoin BTC and undermines the idea that Ethereum ETH can fully dominate, source: @KookCapitalLLC on X, Aug 11, 2025. According to @KookCapitalLLC, the thesis is that ETH faces structural competition from multiple L1 rivals and could be replaced over time, while BTC’s monetary role is non-substitutable, source: @KookCapitalLLC on X, Aug 11, 2025. According to @KookCapitalLLC, trading implications include favoring BTC over ETH on rotation narratives, monitoring Bitcoin dominance and the ETH/BTC pair for confirmation, and tracking flows into alternative L1s if large payment companies pursue proprietary chains, source: @KookCapitalLLC on X, Aug 11, 2025. According to @KookCapitalLLC, the Stripe L1 point is an author assertion and should be independently verified before executing trades based on this thesis, source: @KookCapitalLLC on X, Aug 11, 2025.

According to @rovercrc, the Federal Reserve is set to cut rates in September, which he argues will push global liquidity higher, source: @rovercrc on X, August 11, 2025. He states this is bullish for Bitcoin (BTC) and the broader crypto market, signaling a potential risk-on backdrop for digital assets, source: @rovercrc on X, August 11, 2025.

According to @QCPgroup, BTC’s correlation with US equities has tightened since mid-July, mirroring US stocks’ rebound toward record highs, which elevates cross-asset sensitivity for crypto trading; source: QCPgroup on X, 11 Aug 2025. @QCPgroup states that market focus now shifts to Tuesday’s CPI, expected to rise 10 bps to 2.8 percent, making inflation data the immediate macro driver to watch; source: QCPgroup on X, 11 Aug 2025. @QCPgroup positions CPI as the key near-term catalyst for BTC price action given the stronger equity correlation backdrop; source: QCPgroup on X, 11 Aug 2025.

According to @Andre_Dragosch, the latest Bank of America Fund Manager Survey shows only 9% of investors hold cryptoassets with an average 3.2% allocation, implying just 0.3% total FMS portfolio exposure. According to @Andre_Dragosch citing the same survey, 48% of investors hold gold with an average 4.1% allocation, totaling 2.2% exposure. According to @Andre_Dragosch, this positioning indicates institutional crypto adoption remains early, a data point traders can track via future BofA survey updates for changes in allocation.

According to @glassnode, the latest realized-profit wave in Bitcoin is led by 3–5 year holders, indicating prior-cycle investors are currently realizing gains (source: @glassnode, Aug 11, 2025). This contrasts with the Nov/Dec 2024 peaks, which were dominated by 6–12 month holders identified as early spot BTC ETF buyers (source: @glassnode, Aug 11, 2025).

According to @CryptoMichNL, Bitcoin (BTC) is nearing a new all-time high on a weekend move, source: @CryptoMichNL. He states that weekend strength often retraces to test lower support before continuation, which traders should anticipate as part of the trend, source: @CryptoMichNL. He adds that a downward test would likely trigger violent moves across altcoins and create a buy-the-dip opportunity, source: @CryptoMichNL.

According to @paoloardoino, Tether ranks among the top 18 holders of U.S. Treasuries, is within the top 40 holders of physical gold, and holds more than 100,000 BTC, highlighting large and diversified reserves that underpin USDT’s backing; source: @paoloardoino on X on Aug 10, 2025. According to @paoloardoino, this mix of Treasuries, gold, and BTC suggests USDT liquidity is supported by sovereign debt plus hard-asset exposure while introducing direct sensitivity to BTC price moves—key for traders assessing stablecoin risk and crypto market liquidity; source: @paoloardoino on X on Aug 10, 2025. According to @paoloardoino, traders should watch U.S. yields, gold prices, and BTC volatility as drivers that can influence Tether’s reserve valuation and perceived stability in crypto markets; source: @paoloardoino on X on Aug 10, 2025.

According to Bobby Ong, the current crypto market cycle is in its third inning, with the most volatile period and largest gains typically occurring in the fourth inning (source: Bobby Ong on X, Aug 9, 2025, https://twitter.com/bobbyong/status/1953975403917586888). He states a baseline expectation of at most 9–12 months remaining in this cycle (source: Bobby Ong on X, Aug 9, 2025, https://twitter.com/bobbyong/status/1953975403917586888). He also notes the rally could extend longer than expected if conditions are favorable (source: Bobby Ong on X, Aug 9, 2025, https://twitter.com/bobbyong/status/1953975403917586888).

According to @MilkRoadDaily, an interview with Base founder Jesse Pollak highlights Coinbase’s 2025 plan to disrupt finance, social, and payments, asserting the platform might help users ditch their bank, TikTok, and Shopify; source: @MilkRoadDaily on X, Aug 8, 2025. According to @MilkRoadDaily, the post contrasts Coinbase’s 2012 role in helping users buy Bitcoin (BTC) with a 2025 vision of broader on-chain services; source: @MilkRoadDaily on X, Aug 8, 2025. According to @MilkRoadDaily, the time points shared include a segment at 00:55 titled Coinbase’s Mission, signaling a focus on banking, social media, and e-commerce verticals via Base that could shape ecosystem developments; source: @MilkRoadDaily on X, Aug 8, 2025.