According to @Excellion, the Bitcoin community is splitting between participants focused on applied cryptography use cases and those prioritizing Bitcoin as money, creating two distinct narratives that can shape trading frameworks and risk assessment, source: Samson Mow (@Excellion) on X, September 1, 2025, https://twitter.com/Excellion/status/1962368371606933857. Traders can map catalysts, sentiment, and positioning to these two narratives when evaluating BTC exposure and strategy execution, aligning analysis with whether developments emphasize cryptographic experimentation or monetary adoption, source: Samson Mow (@Excellion) on X, September 1, 2025, https://twitter.com/Excellion/status/1962368371606933857.