According to @CryptoMichNL, market sentiment is broadly bearish on Bitcoin even as BTC trades near $88K, highlighting a divergence between price level and crowd mood (Source: @CryptoMichNL on X, Dec 31, 2025). He notes BTC was around $16K a few years ago and was labeled dead by critics, framing a cyclical context for current sentiment (Source: @CryptoMichNL on X, Dec 31, 2025). He adds that the present phase is comparable to the 2022 stage, positioning the discussion around cycle-based expectations (Source: @CryptoMichNL on X, Dec 31, 2025). He and Dan Held cover the 2026 outlook and the Bitcoin 4-year cycle on the New Era Finance Podcast, with the episode available on YouTube, Spotify, and Apple Podcasts (Source: @CryptoMichNL on X, Dec 31, 2025; New Era Finance Podcast on X, Dec 31, 2025). The podcast teaser also says many turned bearish at six figures, underscoring sentiment shifts at cycle highs that traders may monitor for context (Source: New Era Finance Podcast on X, Dec 31, 2025).

According to Dan Held, he reiterated a long-term bullish view on Bitcoin (BTC), voiced excitement about the next 10 years, and noted that the Bitcoin selloff continues while urging HODL on Dec 31, 2025. Source: https://twitter.com/danheld/status/2006364731674923161 Source: https://x.com/danheld/status/555161001876676608 For traders, this serves as a sentiment signal of continued long-hold conviction during drawdowns rather than price guidance. Source: https://twitter.com/danheld/status/2006364731674923161

According to @CryptoMichNL, a new New Era Finance episode features Dan Held discussing what people get wrong about the Bitcoin (BTC) cycle and whether the market is currently Bear or Bull, with the episode link provided for viewers to watch (source: @CryptoMichNL on X, Dec 23, 2025). The post highlights that the episode is designed to address the Bull vs Bear question directly, a core input for BTC cycle positioning for market participants, and invites users to subscribe for ongoing updates (source: @CryptoMichNL on X, Dec 23, 2025). The author also notes that weekly episodes will return next year, signaling continued coverage of BTC market narratives relevant for traders tracking cycle dynamics (source: @CryptoMichNL on X, Dec 23, 2025).

According to @danheld, he is listing a 2009 BMW M3 with a 4.0L V8 and 420 HP for 0.3 BTC, referencing a Reddit post by u/BTC_Hadzija and quoting reasons including crash risk, environmental concerns, and theft risk for moving to sell, source: https://twitter.com/danheld/status/1997727580661944507 The tweet confirms a BTC-denominated asking price but provides no USD quote, buyer details, or on-chain transaction hash, so there is no verifiable settlement data at this time, source: https://twitter.com/danheld/status/1997727580661944507 For pricing context and unit clarity, 0.3 BTC equals 30,000,000 satoshis under the Bitcoin unit definition, source: https://bitcoin.org/en/glossary/satoshi For traders monitoring real-world Bitcoin usage, this is a concrete example of a peer-to-peer asset listing priced in BTC during December 2025, which can be tracked as a data point for BTC-denominated commerce, source: https://twitter.com/danheld/status/1997727580661944507

According to @danheld, Bitcoin equals sovereignty over money and guns equal sovereignty over the body, explicitly framing BTC within a self-sovereignty narrative (source: @danheld on X, Nov 28, 2025). According to @danheld, this statement presents an ideological positioning rather than market data, offering sentiment context that traders can note when assessing Bitcoin narratives (source: @danheld on X, Nov 28, 2025).

According to @danheld, he posted a Thanksgiving-themed prompt asking What's your Bitcoin pitch? on November 27, 2025, inviting community replies, source: @danheld on X, November 27, 2025. This is a social engagement thread with no price, policy, or technical updates included, offering no direct trading signal, source: @danheld on X, November 27, 2025. Traders tracking BTC can treat it as sentiment-focused conversation only, with no new fundamental data provided in the post, source: @danheld on X, November 27, 2025.

According to @danheld, traders didn’t need to buy equity in companies holding large Bitcoin treasuries; direct BTC exposure delivers the intended asset beta without corporate idiosyncratic risk (source: @danheld tweet on Nov 25, 2025). For pure Bitcoin exposure, spot BTC or U.S. spot Bitcoin ETFs provide regulated, high-liquidity access and tighter price tracking than operating-company equities, which embed leverage, dilution, and business risk that can materially diverge from BTC performance (source: U.S. SEC approval of spot Bitcoin ETFs on Jan 10, 2024; ETF issuer prospectuses such as iShares Bitcoin Trust and Fidelity Wise Origin Bitcoin Fund; MicroStrategy Inc. 10-K/10-Q disclosures on debt-financed BTC purchases). Proxy equities like MicroStrategy (MSTR) can amplify upside and downside due to convertible debt and at-the-market share issuance, creating tracking error relative to BTC that is not present in spot holdings or spot ETFs (source: MicroStrategy Inc. SEC filings detailing BTC treasury strategy, convertible notes, and equity issuance programs). For instrument selection, traders should compare tracking error versus BTC, liquidity and bid-ask spreads, management fees for spot ETFs that are generally below 1%, and futures financing costs and basis dynamics on CME Bitcoin futures before choosing exposure (source: ETF sponsor prospectuses; CME Group Bitcoin futures contract specifications and market data). If the goal is Bitcoin beta with minimized non-BTC risks, direct BTC or spot ETF exposure aligns more closely with @danheld’s guidance than buying “Bitcoin treasury” company stocks (source: @danheld tweet; U.S. SEC spot ETF approvals; issuer and corporate filings).

According to @danheld, he posted the statement “Bitcoin isn’t MySpace” on X on Nov 24, 2025, without any accompanying price levels, on-chain metrics, or timeframes, indicating the message is qualitative sentiment rather than quantitative guidance; source: https://twitter.com/danheld/status/1992990384771961305 For trading purposes, the post provides no verifiable inputs such as support or resistance levels, funding rates, ETF flow data, or exchange volumes, so it should be treated as sentiment only and not a standalone trading signal; source: https://twitter.com/danheld/status/1992990384771961305 No direct impact on BTC supply-demand metrics can be derived from this post alone, and no trading recommendation or risk parameters were included by the author; source: https://twitter.com/danheld/status/1992990384771961305

According to @danheld, X Community Notes are corrupted, alleging Cardano ADA bots or shills added false notes to his post and that the linked article in those notes does not validate the bullet-point claims, source: Dan Held on X, Nov 23, 2025. The post specifically calls out ADA-related narratives on X and centers on the reliability of citations embedded in Community Notes, source: Dan Held on X, Nov 23, 2025. The post provides no price action, on-chain data, or independent evidence to quantify market impact, which limits immediate trading conclusions from this single data point, source: Dan Held on X, Nov 23, 2025.

According to @danheld, a post on X alleges that someone vibe coded a hack that brought down the Cardano blockchain on Nov 22, 2025. Source: Dan Held on X, Nov 22, 2025. The post provides no technical details, on-chain evidence, or links to official Cardano communications, leaving the claim uncorroborated within the post itself at the time of publication. Source: Dan Held on X, Nov 22, 2025. Given the single-source nature of this headline, any market reaction in ADA spot and derivatives would be based on sentiment until official confirmation or refutation emerges. Source: Dan Held on X, Nov 22, 2025.

According to Dan Held, Bitcoin's long-term value remains intact and there is no new FUD, framing the latest volatility as a sentiment event rather than a new fundamental shock. Source: Dan Held on X https://twitter.com/danheld/status/1991906179987955854 He states the market has endured darker periods and reiterates a patient BTC holding stance, highlighting implications for trading psychology and risk control. Source: Dan Held on X https://twitter.com/danheld/status/1991906179987955854 This is a sentiment signal from a 13-year participant and not new on-chain or macro data, so it should be treated as confidence guidance rather than a direct trading catalyst. Source: Dan Held on X https://twitter.com/danheld/status/1991906179987955854

According to @danheld, Bitcoin could flip gold at 1.3 million dollars per BTC, signaling a strongly bullish sentiment from a prominent industry voice, source: @danheld on X. World Gold Council estimates above‑ground gold value around 13 to 15 trillion dollars, and Bitcoin’s circulating supply is near 19.5 million with a hard cap of 21 million, source: World Gold Council and Blockchain.com plus the Bitcoin whitepaper. Using the standard market capitalization formula, parity with gold would require roughly 670,000 to 770,000 dollars per BTC, while 1.3 million dollars per BTC implies an approximate 25 trillion dollar Bitcoin market cap that would exceed gold’s value band, source: Investopedia for market cap definition, calculations based on World Gold Council and Blockchain.com data. For traders, the gold‑parity band offers a measurable long‑term valuation anchor for monitoring the BTC versus gold relationship and framing risk and position sizing around macro targets, source: Investopedia on ratio analysis and valuation anchors.

According to @danheld, NYC crypto energy is 1,000% better than SF, indicating a stronger perceived community momentum in New York than San Francisco; source: https://twitter.com/danheld/status/1987579756708020689. Traders can log this as a location-based sentiment datapoint and prioritize monitoring NYC-origin events, networking, and announcements for potential catalysts; source: https://twitter.com/danheld/status/1987579756708020689. No quantitative market impact or asset-specific details were provided in the statement; source: https://twitter.com/danheld/status/1987579756708020689.

According to @danheld, the current debate is framed as those who understand Bitcoin and computers versus Bitcoin Knots supporters, signaling a community rift rather than a specific technical change, source: Dan Held on X, Oct 12, 2025. The post provides no details on BTC price, node release notes, fee policy, or protocol proposals, meaning it is sentiment commentary without disclosed fundamentals to act on, source: Dan Held on X, Oct 12, 2025. For BTC traders, this indicates monitoring market sentiment and any follow-up statements from node client maintainers before repositioning, as this post alone does not announce any change to Bitcoin’s rules or throughput, source: Dan Held on X, Oct 12, 2025.

According to @danheld, he posted that Bitcoin is a ponzi vaporware scheme used by money launderers and criminals, destroys the environment, and that he has returned to fiat because it is fully trusted and controlled by banks and government. Source: https://twitter.com/danheld/status/1967292126271791597 The post spotlights two core risk themes relevant to BTC trading—anti-money laundering exposure and environmental impact—which are central to global regulatory guidance for virtual assets and to policy debate on Bitcoin’s energy use. Source: https://www.fatf-gafi.org/en/publications/Virtual-Assets/Guidance-RBA-VA-VASPs.html; https://ccaf.io/cbeci FATF’s Travel Rule and related guidance require virtual asset service providers to collect and transmit originator and beneficiary information, shaping exchange compliance processes that can influence liquidity funnels and on/off-ramp conditions for BTC. Source: https://www.fatf-gafi.org/en/publications/Virtual-Assets/Guidance-RBA-VA-VASPs.html

According to Dan Held, Bitcoin payments did very little to drive adoption, with 99% of adoption over the last 15 years coming from store-of-value speculation; source: Dan Held on X, Aug 29, 2025. According to Dan Held, traders should prioritize signals tied to speculative demand and the store-of-value narrative over payment usage metrics when assessing BTC; source: Dan Held on X, Aug 29, 2025.

According to Dan Held, HODLing, or holding onto Bitcoin (BTC) through market volatility, can be a challenging process for traders and investors. He emphasizes that enduring the ups and downs of the cryptocurrency market is a true test of commitment, and those who persist through price swings gain a deeper understanding of long-term investment strategies in crypto. This insight is particularly relevant for traders considering the psychological resilience required to navigate rapid market fluctuations and potential returns associated with holding digital assets like BTC. Source: Dan Held.

According to Dan Held, a prominent Bitcoin advocate, his 13-year journey of HODLing Bitcoin (BTC) has culminated in the belief that the cryptocurrency is now 'unstoppable' and 'here to stay'. In a statement reflecting strong market conviction, Held expressed that the long-term viability of Bitcoin has been successfully established, providing a bullish sentiment indicator for traders analyzing the resolve of long-time investors.

According to @danheld, a metaphorical 'CT scan' of an individual who has held Bitcoin (BTC) since its price was $10 reveals a diamond. This image illustrates the concept of 'diamond hands,' a term used in the trading community to describe investors with immense fortitude and conviction who hold onto their assets through extreme price volatility. The post serves as a commentary on the psychological resilience required for a long-term 'HODL' (Hold On for Dear Life) strategy, emphasizing the strength needed to avoid selling during significant market downturns, a trait often attributed to successful early cryptocurrency investors.

According to @danheld, the adoption and price appreciation of Bitcoin (BTC) follows a distinct four-stage pattern mirroring a famous quote. He posits that at a price of $1,000, Bitcoin was largely ignored by the mainstream. As it rose to $10,000, it was met with laughter and skepticism. Dan Held forecasts that the journey to $100,000 will be characterized by a 'fight,' suggesting significant opposition from established financial and regulatory systems. For traders, this implies potential for heightened volatility and negative market-moving headlines at this stage. Finally, he projects that Bitcoin reaching $1,000,000 will signify its ultimate 'win,' indicating widespread acceptance and victory as a store of value.