According to @adam3us, on-chain 'JPEG' inscriptions climbed from 88 million in May to 105 million four months later, a 20% increase, source: @adam3us citing BitMEX Research. According to @adam3us, by May inscription-related fees totaled 7,000 BTC, which at a $100,000 BTC price equals $700 million and about $8 paid per JPEG on average, source: @adam3us citing BitMEX Research. According to @adam3us, the inscriptions are primarily implemented via Taproot, source: @adam3us citing BitMEX Research. According to @adam3us, traders can use these dataset points to monitor BTC fee levels, blockspace utilization, and inscription activity as inputs for assessing on-chain transaction costs and miner fee trends, source: @adam3us citing BitMEX Research.

According to @JasonSoraVC, BTC Inc. has grown from about $10M valuation in 2015 to over a $1B market cap today, with his first Sora Ventures check going into the company in late 2017, source: X post by @JasonSoraVC on Sep 5, 2025 https://twitter.com/JasonSoraVC/status/1963785638471438531. He adds that traders will speculate and that market correction is part of growth, signaling ongoing volatility relevant to positioning in Bitcoin-linked equities, source: X post by @JasonSoraVC on Sep 5, 2025 https://twitter.com/JasonSoraVC/status/1963785638471438531. He further states that while traditional VC treats IPO as the end goal, for BTC Inc. an IPO is the start because Bitcoin (BTC) and the industry are still early, framing any eventual listing as the beginning of a new growth phase for sector exposure, source: X post by @JasonSoraVC on Sep 5, 2025 https://twitter.com/JasonSoraVC/status/1963785638471438531.

According to @JasonSoraVC, BTC Inc has grown from roughly $10M in 2015 to over a $1B market cap today, based on his update about meeting David in 2015 and investing via Sora Ventures in late 2017, source: @JasonSoraVC on X, Sep 5, 2025. He stated that traders will speculate and that market correction is part of growth, framing current volatility as natural in the company’s trajectory, source: @JasonSoraVC on X, Sep 5, 2025. He added that while traditional venture firms treat IPOs as endpoints, he views IPO as the start, underscoring his view that the industry, Bitcoin (BTC), and the team are still early, source: @JasonSoraVC on X, Sep 5, 2025.

According to @milesdeutscher, ETH/BTC is breaking down while BTC dominance is reversing, signaling a rotation toward Bitcoin leadership in the crypto market, source: @milesdeutscher on X, Sep 4, 2025. According to @milesdeutscher, BTC could retake center stage in line with gold’s recent strength, source: @milesdeutscher on X, Sep 4, 2025. According to @milesdeutscher, this is constructive because prior BTC weakness has been suppressing the overall market, source: @milesdeutscher on X, Sep 4, 2025. According to @milesdeutscher, traders should monitor ETH/BTC and BTC dominance for confirmation of this trend shift, source: @milesdeutscher on X, Sep 4, 2025.

According to @milesdeutscher, historical price action shows gold strength often leads BTC breakouts, so rising XAUUSD can be used as a leading indicator for Bitcoin entries; source: @milesdeutscher on X, Sep 4, 2025. He states that the higher gold goes, the more catching up Bitcoin tends to do, highlighting a catch-up trade setup when gold confirms a breakout; source: @milesdeutscher on X, Sep 4, 2025. Traders seeking crypto exposure can watch gold momentum and prepare for BTC follow-through after gold’s upside extension, aligning entries with that lead-lag pattern; source: @milesdeutscher on X, Sep 4, 2025.

According to @rovercrc, global liquidity just reached a new all-time high and is extremely bullish for Bitcoin and crypto, based on his chart and market commentary shared on X on September 4, 2025, source: Crypto Rover on X. Global liquidity commonly refers to the availability of credit and money via major central bank balance sheets and cross-border funding, which the Bank for International Settlements has documented as a key driver of risk asset cycles, source: Bank for International Settlements (BIS) Global Liquidity Indicators and Quarterly Review. Academic and policy research has linked liquidity expansions with stronger performance in risk assets, implying a supportive backdrop for BTC and broader crypto beta when liquidity rises, source: BIS Quarterly Review and International Monetary Fund research on global liquidity and asset prices. Traders can validate this signal by tracking central bank balance sheets (Federal Reserve H.4.1, ECB financial statements, Bank of Japan balance sheet) alongside crypto-specific metrics like BTC perpetual funding rates and stablecoin net issuance before adjusting exposure, source: Federal Reserve H.4.1, European Central Bank weekly financial statements, Bank of Japan statistics, and market data resources such as CoinGlass or Glassnode.

According to @glassnode, off-chain sentiment is cooling while futures funding remains neutral but vulnerable, signaling fragile positioning in derivatives markets, source: @glassnode. The firm reports that ETF inflows have slowed sharply, reducing momentum from passive vehicles, source: @glassnode. For Bitcoin BTC, flows were mostly directional spot demand, highlighting spot-led participation, source: @glassnode. For Ethereum ETH, the flow mix included significant cash-and-carry trades, indicating a larger share of basis-hedged activity versus pure spot buying, source: @glassnode.

According to @KobeissiLetter, just 10 technology stocks accounted for 59% of the US stock market’s rally since 2019, underscoring highly concentrated market breadth that ties index performance to a small leadership cohort, source: @KobeissiLetter. According to @KobeissiLetter, Alphabet (GOOGL), Amazon (AMZN), Apple (AAPL), Broadcom (AVGO), Meta (META), Microsoft (MSFT), Netflix (NFLX), Nvidia (NVDA), Palantir (PLTR), and Tesla (TSLA) have collectively rallied about 295% since 2019, reinforcing the view that the market cannot move without tech, source: @KobeissiLetter. This concentration implies SPX and NDX returns are highly sensitive to earnings, guidance, and volatility from these 10 mega-cap tech names, consistent with the claim that leadership is driving the bulk of gains, source: @KobeissiLetter. For crypto traders, shifts in US tech-led risk appetite have historically coincided with changes in BTC and ETH correlations to US equities, with periods of positive BTC–Nasdaq correlation observed during 2020–2022 and intermittently in 2023, source: Kaiko Research.

According to @Andre_Dragosch, Bitcoin (BTC) is demonetizing other stores of value, including real estate, when assets are priced in BTC. Source: @Andre_Dragosch on X, Sep 3, 2025. The post emphasizes a BTC-denominated lens, implying non-BTC assets underperform when measured in BTC, per the author’s framing. Source: @Andre_Dragosch on X, Sep 3, 2025. For traders, this supports prioritizing BTC exposure and tracking cross-asset performance in BTC terms to inform allocation and relative-value positioning. Source: @Andre_Dragosch on X, Sep 3, 2025.

According to @rovercrc, worldwide money supply is hitting new all-time highs across the USA, China, and Europe, which he describes as all printing; source: Crypto Rover on X, Sep 2, 2025. According to @rovercrc, this expansion in global liquidity is bullish for Bitcoin (BTC) and the broader crypto market, implying a positive macro backdrop for risk assets; source: Crypto Rover on X, Sep 2, 2025. According to @rovercrc, no specific price targets or timeframes are provided in the post, with the emphasis placed on a liquidity-driven thesis rather than technical levels; source: Crypto Rover on X, Sep 2, 2025. According to @rovercrc, traders may interpret this view as a bias to position long or to maintain exposure while monitoring global money supply trends; source: Crypto Rover on X, Sep 2, 2025.

According to @lookonchain, MicroStrategy purchased 4,048 BTC for approximately $449 million at an average price of $110,981, source: Lookonchain on X, Sep 2, 2025. The company now holds 636,505 BTC valued around $69.62 billion with a blended cost basis of $73,765 per BTC, source: Lookonchain on X, Sep 2, 2025. The unrealized profit is reported at about $22.66 billion, implying roughly $35,600 unrealized gain per BTC based on the disclosed figures, source: Lookonchain on X, Sep 2, 2025. The latest purchase increased holdings by about 0.64 percent, and key reference levels from the report are the new buy average of $110,981 and the overall cost basis of $73,765, source: Lookonchain on X, Sep 2, 2025.

According to @wallisi, a link to a piece titled The case for Bitcoin and Gold was shared on X on September 2, 2025, signaling an analysis focused on Bitcoin BTC and gold as assets (source: X post by @wallisi on September 2, 2025). The post did not provide quantitative data, allocation targets, backtests, or trading metrics, so no verified performance, risk, or correlation figures can be drawn from the post itself (source: X post by @wallisi on September 2, 2025).

According to @rovercrc, Japan’s Financial Services Agency (FSA) will formally consider a 50% reduction in taxes on Bitcoin and crypto profits, though the post does not include an official government document or press release for verification, source: @rovercrc. Japan currently taxes individual crypto gains as miscellaneous income with progressive national rates up to 45% plus local inhabitant tax up to about 10%, implying a top effective rate near 55%, source: Japan National Tax Agency (NTA) and local tax guidance. If a 50% cut were applied to the top bracket as described in the source, the maximum rate would fall to roughly 27.5%, mechanically improving after‑tax returns for Japanese residents trading BTC and ETH, source: calculation based on NTA published brackets and the claim in @rovercrc. Such a cut, if officially confirmed, could strengthen BTC/JPY and ETH/JPY liquidity on licensed domestic venues and potentially narrow any Japan–offshore pricing gaps, source: FSA Japan list of registered Crypto Asset Exchange Service Providers. As of the source timestamp, there is no official confirmation from the FSA or the Ministry of Finance; traders should wait for an FSA or Cabinet Secretariat release (e.g., consultation paper or tax reform outline) before repositioning, source: FSA Japan and Ministry of Finance Japan. Near term, traders can monitor BTC and ETH spot–futures basis and volumes on yen pairs for signs of domestic flow reactivation upon any official announcement, while tracking funding and spreads during Asia hours to gauge follow‑through, source: market surveillance practice tied to official announcements and the initial claim from @rovercrc.

According to @rovercrc, Michael Saylor stated 'Whoever gets the most Bitcoin wins' in a short video posted on September 1, 2025, source: @rovercrc. The post text includes no numerical data, price targets, or disclosure of new BTC purchases, indicating it is a sentiment headline rather than a transactional update, source: @rovercrc. Saylor is Executive Chairman of MicroStrategy, a publicly listed company known for holding Bitcoin on its balance sheet, source: MicroStrategy corporate information. For traders, the actionable takeaway is to treat this as a sentiment cue and monitor BTC spot, funding, and order book reaction for potential short-term volatility following the statement, source: @rovercrc.

According to @rovercrc, the Trump Organization has officially disclosed Bitcoin (BTC) holdings on its corporate balance sheet, as reported in a breaking post on X. Source: @rovercrc on X (Sep 1, 2025). The post includes an accompanying image and frames the disclosure as an official balance sheet item, a data point closely watched by crypto traders for sentiment and positioning around BTC. Source: @rovercrc on X (Sep 1, 2025).

According to @rovercrc, gold has broken out of a three-month accumulation range, signaling a potential bullish momentum shift in XAUUSD that traders may consider for breakout continuation setups, source: @rovercrc on X, Aug 31, 2025. According to @rovercrc, Bitcoin BTC is expected to follow gold’s move, highlighting a possible correlation-driven upside bias in BTC price action that crypto traders may monitor for confirmation, source: @rovercrc on X, Aug 31, 2025.

According to @adam3us, features that are not consensus-enforceable or incentive-compatible tend to fail over time, so the intuition that “anything we can program” will work is unreliable for crypto networks (Source: Adam Back (@adam3us) on X, Aug 31, 2025, https://twitter.com/adam3us/status/1962089665961542125). For BTC traders evaluating catalysts, treat proposals relying on off-chain social norms, miner/user altruism, or behaviors that nodes cannot enforce at the consensus layer as high implementation-risk and low durability until they are redesigned to be enforced by consensus or aligned by incentives (Source: Adam Back (@adam3us) on X, Aug 31, 2025, https://twitter.com/adam3us/status/1962089665961542125; Source: Bitcoin Developer Guide on consensus rules, https://developer.bitcoin.org/devguide/; Source: Satoshi Nakamoto, Bitcoin: A Peer-to-Peer Electronic Cash System, 2008, https://bitcoin.org/bitcoin.pdf). As a trading filter, flag catalysts tied to non-enforceable features as higher uncertainty and assign greater confidence to those implemented via consensus-rule changes such as soft forks or to designs that are incentive-compatible (Source: Adam Back (@adam3us) on X, Aug 31, 2025, https://twitter.com/adam3us/status/1962089665961542125; Source: Bitcoin Developer documentation on soft forks and consensus, https://developer.bitcoin.org/devguide/).

According to Cas Abbé, gold is rallying toward a new all-time high and he argues BTC typically lags gold, implying a potential BTC ATH if gold breaks out, source: Cas Abbé on X, Aug 30, 2025. Cas Abbé cites a prior instance where gold set an ATH in April and Bitcoin printed a new ATH roughly one month later as evidence of this lag pattern, source: Cas Abbé on X, Aug 30, 2025. Based on Cas Abbé’s view, traders can monitor a confirmed gold ATH breakout as a leading indicator for BTC momentum and time entries around a presumed one-month lag while maintaining risk controls given this is an observational correlation, source: Cas Abbé on X, Aug 30, 2025.

According to @rovercrc, U.S. M2 money supply has reached a new all-time high of 22.1 trillion dollars and is bullish for Bitcoin (BTC) and the broader crypto market, source: Crypto Rover on X. The post frames rising dollar liquidity as a supportive macro backdrop for BTC price action and crypto market breadth, source: Crypto Rover on X.

According to @rovercrc, BlackRock just bought $24.6 million worth of Bitcoin (BTC). Source: @rovercrc on X. The post provides no transaction details, ETF creation data, or official disclosure to substantiate the claim. Source: @rovercrc on X. Traders should verify by checking iShares Bitcoin Trust IBIT daily holdings and creations or redemptions published by iShares BlackRock and cross-referencing Bloomberg ETF flow trackers for corresponding inflows near $24.6 million. Sources: iShares BlackRock, Bloomberg ETF flow data.