According to Michaël van de Poppe (@CryptoMichNL), the crypto market saw a classic Monday morning liquidity sweep that flushed overleveraged positions in Bitcoin (BTC) and altcoins, resetting excessive leverage and sentiment, source: @CryptoMichNL on X, Sep 22, 2025. He adds that these swift downside moves are the dips traders should consider for accumulation strategies, highlighting a buy-the-dip setup rather than panic selling, source: @CryptoMichNL on X, Sep 22, 2025.

According to the source, US BTC spot ETFs recorded $223M in net inflows and US ETH ETFs posted $47.8M in net inflows for the day, indicating a flow-positive session across both assets (source). According to the source, BlackRock led issuer flows with $246M into its BTC product and $144M into its ETH product (source).

According to Eric Balchunas, Bitcoin (BTC) needs to be less volatile and less correlated to equities to credibly challenge gold, and he notes that today's market action helped on the decoupling front. Source: Eric Balchunas on X — https://twitter.com/EricBalchunas/status/1969127116437344330 — Sep 19, 2025. He adds that BTC must shake its high-beta tech stock reputation, guiding traders to focus on correlation and volatility metrics when evaluating BTC's store-of-value positioning versus gold. Source: Eric Balchunas on X — https://twitter.com/EricBalchunas/status/1969127116437344330 — Sep 19, 2025.

According to @EmberCN, an on-chain address first went long ETH in mid-August and cut the position in early September for a realized loss of $35.84M (source: @EmberCN on X). According to @EmberCN, the same address then shorted BTC for roughly two weeks and fully closed the position today for an additional $7.5M realized loss (source: @EmberCN on X). According to @EmberCN, the cumulative realized loss over about one month is $43.33M, leaving under $1M in the wallet (source: @EmberCN on X). According to @EmberCN, after closing BTC shorts about 7 hours earlier, the address opened a short of 5,432 ETH at $4,485 (~$24.5M notional) with a liquidation price at $4,594; transaction and position details are shown on hyperbot.network/trader/0xa5232e97b4ded3d2EF25Be059c3489e61Be475Aa (sources: @EmberCN on X; hyperbot.network).

According to @Andre_Dragosch, cumulative flows into global Bitcoin (BTC) ETPs have reached a new year-to-date high as of Sep 15, 2025, marking the strongest net investor inflows into BTC ETPs so far this year (source: @Andre_Dragosch on X).

According to @rovercrc, he reports a $1.28M profit from active Bitcoin (BTC) and Ethereum (ETH) trades and states he is continuing to ride the move higher, indicating ongoing long exposure (source: @rovercrc on X, Sep 14, 2025). According to @rovercrc, he shared every trade entry in a private Telegram and is providing ongoing updates, though the post does not disclose specific entry prices, position sizes, or risk parameters (source: @rovercrc on X, Sep 14, 2025). According to @rovercrc, access to his updates is available via a linked Telegram bot (source: @rovercrc on X, Sep 14, 2025).

According to @MilkRoadDaily, David Bailey argues that BTC’s risk-reward remains the best in crypto and flags ETFs plus politics as the tipping point traders should monitor for directional flows and volatility, source: @MilkRoadDaily. He contextualizes upside with the statement that at 1,000,000 dollars per BTC, Bitcoin would be a 21 trillion dollar asset, framing the long-term thesis rather than a short-term target, source: @MilkRoadDaily. The discussion highlights concrete trading catalysts: Bitcoin ETF developments, the rise of BTC treasury companies, the early build-out of Bitcoin-focused banks, and the possibility of sovereign or central bank participation being a future driver, source: @MilkRoadDaily. It contrasts exposure paths by weighing ETF ownership versus direct BTC on corporate treasuries and outlines risk management for BTC treasuries as a core theme for capital allocators, source: @MilkRoadDaily. Time-coded sections cover market outlook, cycle dynamics, bear market changes, ETF and political catalysts, Bitcoin as a belief system, Figure Markets, KGeN, and managing BTC treasury risk, giving traders focused areas for due diligence and headline tracking, source: @MilkRoadDaily.

According to @paoloardoino, Tether did not sell any Bitcoin (BTC) and instead contributed part of its BTC holdings to XXI, while stating it will continue allocating a portion of profits into Bitcoin, gold, and land, source: @paoloardoino on X, Sep 7, 2025.

According to @TATrader_Alan, BTC’s 4-hour chart is showing clean price action along a defined trendline, shared with an accompanying chart on Sep 2, 2025 (source: @TATrader_Alan). According to @TATrader_Alan, the observation centers on the 4-hour timeframe and the trendline structure guiding $BTC price behavior as depicted in the posted chart (source: @TATrader_Alan).

According to @TO, OnChainMonkey reached the #1 market cap among Bitcoin Ordinals collections as of the post on September 1, 2025, positioning OCM as the leading BTC NFT collection by market value at that time (source: @TO). According to @TO, the update highlights sustained building and is framed as a celebration rather than criticism of other projects, a sentiment cue traders can factor in when benchmarking Ordinals market leadership and monitoring liquidity and floor dynamics across BTC NFT collections after leadership headlines (source: @TO).

According to @milesdeutscher, BTC ETFs are still on track to surpass gold ETFs in assets under management for the first time in history, highlighting a continued shift in investor demand toward Bitcoin exposure via regulated funds (source: @milesdeutscher). For traders, this trajectory makes ETF AUM league tables and daily net flows critical momentum indicators to monitor for confirmation of sustained BTC demand relative to gold (source: @milesdeutscher).

According to @rovercrc, the stock market is currently outperforming Bitcoin, matching the same market phase that preceded Bitcoin’s last major catch-up rally, which he highlights as a potential setup for BTC strength versus equities (source: @rovercrc). He shared this view in an X post dated August 30, 2025, accompanied by a comparative chart, though he did not specify exact levels or timeframes for confirmation (source: @rovercrc). For traders acting on this thesis, the focus is on relative performance signals where Bitcoin begins to close the gap against broad equity indices, as implied by his comparison of stocks versus BTC (source: @rovercrc).

According to @MilkRoadDaily, ETH ETFs recorded +$4.04B in net inflows in August while BTC ETFs saw -$624M in net outflows, making ETH funds the monthly leader by flows (source: @MilkRoadDaily, X post dated Aug 29, 2025). According to @MilkRoadDaily, the post highlights that the tide may be shifting in crypto ETF demand, signaling a relative preference for ETH over BTC during the period (source: @MilkRoadDaily, X post dated Aug 29, 2025).

According to @CryptoMichNL, the worst period of the year is approaching for altcoins and Bitcoin (BTC), implying elevated near-term downside risk for crypto portfolios, source: @CryptoMichNL on X, Aug 28, 2025 https://twitter.com/CryptoMichNL/status/1961066249162813677. According to @CryptoMichNL, he outlines his top altcoins to accumulate during this correction and directs traders to his detailed video for specific picks and timing, source: @CryptoMichNL on X, Aug 28, 2025 https://twitter.com/CryptoMichNL/status/1961066249162813677. According to @CryptoMichNL, the trading takeaway is to prepare for drawdowns while positioning to buy preferred altcoins on pullbacks as part of an accumulation strategy, source: @CryptoMichNL on X, Aug 28, 2025 https://twitter.com/CryptoMichNL/status/1961066249162813677.

According to @MilkRoadDaily, CryptoQuant Head of Research Julio Moreno says Bitcoin (BTC) is in a "Pause" phase that sets up a larger "Push" rather than signaling weakness (source: @MilkRoadDaily tweet, Aug 26, 2025; attribution: Julio Moreno, CryptoQuant). The post relays that the subsequent "Push" could "kickstart altseason," indicating potential altcoin outperformance after a BTC-led move if it materializes (source: @MilkRoadDaily tweet, Aug 26, 2025; attribution: Julio Moreno, CryptoQuant). Traders following this framework may watch for a BTC volatility expansion and breakout as confirmation before rotating into altcoins, in line with the sequencing described (source: @MilkRoadDaily tweet, Aug 26, 2025; framework attribution: Julio Moreno, CryptoQuant).

According to @52kskew, there is still a lot of chasing under price in EUR, BTC, and gold, source: @52kskew on X, Aug 22, 2025. According to @52kskew, short interest in BTC is increasing, source: @52kskew on X, Aug 22, 2025.

According to Miles Deutscher, during the latest BTC correction, altcoins are holding up better than in prior pullbacks, with the divergence driven by ETH strength (source: Miles Deutscher on X, Aug 20, 2025). Deutscher adds that chart evidence suggests altcoin resilience relative to BTC and attributes the shift to Ethereum leading the market tone (source: Miles Deutscher on X, Aug 20, 2025).

According to Jason Fang (@JasonSoraVC), a wave of new Bitcoin (BTC) treasury companies may attempt to raise funds despite having zero Bitcoin track record, and he urges investors to think twice before allocating capital (source: Jason Fang, X post, Aug 20, 2025). For traders, the warning highlights heightened counterparty and operational risk when evaluating BTC-linked treasury vehicles without proven history or controls (source: Jason Fang, X post, Aug 20, 2025). Actionable checks before participating in any BTC treasury fundraising he cautions about: verify a verifiable Bitcoin track record, demand independent audits plus custody clarity, and require on-chain proof-of-reserves to validate holdings (source: Jason Fang, X post, Aug 20, 2025).

According to @MilkRoadDaily, the SOL/BTC ratio has remained capped beneath a 2025 downward trendline, with a brief January push above during the $TRUMP memecoin mania quickly reversing back below resistance, source: @MilkRoadDaily. Traders should not expect a sustained move in SOL relative to BTC until the ratio breaks this resistance, source: @MilkRoadDaily.

According to QCPgroup, BTC dominance slipped from 63% to 59%, which they indicate could mark the early stages of a rotation into altcoins, source: QCPgroup on X, Aug 15, 2025. QCPgroup asks whether this is the first step toward a new alt season, highlighting a potential shift in market leadership, source: QCPgroup on X, Aug 15, 2025.