According to @Excellion, Bitcoin Core is trying to prevent private mempools, has removed OP_RETURN limits, and this is driving thousands of users toward Bitcoin Knots while compact block relay breaks, accelerating a shift to private mempools, source: X/@Excellion on Sep 22, 2025. For traders, increased use of private mempools reduces mempool overlap and can impair BIP152 compact block efficiency, potentially increasing relay bandwidth needs and confirmation latency during volatility, source: BIP152 Compact Block Relay (Bitcoin Core specification). BTC traders should monitor on-chain feerate distributions, compact block reconstruction success on nodes, and client share between Bitcoin Core and Bitcoin Knots as early indicators of fee pressure and settlement delays, source: Bitcoin Core and Bitcoin Knots documentation and network policy references; X/@Excellion.

According to @Excellion, he stated "I will not be running Bitcoin Core v30" in an X post on September 21, 2025: https://twitter.com/Excellion/status/1969851648240759182. The post did not include reasons or technical details for the decision, and no additional context was provided in the message, per the same source: https://twitter.com/Excellion/status/1969851648240759182. The message was retweeted by @Andre_Dragosch, as shown in the same content thread: https://twitter.com/Excellion/status/1969851648240759182. For traders, this confirms that at least one industry participant publicly declines to run Bitcoin Core v30 at this time; the post itself does not confirm any direct network or BTC price impact, per the same source: https://twitter.com/Excellion/status/1969851648240759182.

According to @Excellion, the greatest danger can come from well-funded, well-intentioned developers optimizing Bitcoin Core validation, citing PR #9049 which aimed to speed initial pre-relay block validation by removing a duplicatable duplicate-input check that screens blocks before network relay; this highlights risk in code paths that touch consensus-critical verification. source: @Excellion PR #9049, titled "Remove duplicatable duplicate-input check from CheckTransaction," describes skipping a costly duplicate-input check during initial pre-relay processing to accelerate block validation, altering how nodes initially vet incoming blocks prior to relay. source: Bitcoin Core GitHub PR #9049 Security-critical validation changes have historically required urgent patches when flaws were found, such as the 2018 consensus vulnerability CVE-2018-17144 that led to immediate upgrades in Bitcoin Core 0.16.3, underscoring why market participants track such proposals as operational risk events for BTC exposure. source: Bitcoin Core 0.16.3 release notes; MITRE CVE-2018-17144

According to @Excellion, he appeared live on ABCTVpy to discuss nation-state Bitcoin adoption and argued that Paraguay should issue Bitcoin Bonds. Source: @Excellion on X, Sep 15, 2025. This on-air advocacy confirms Bitcoin-linked sovereign financing is being discussed in Paraguayan media, a development traders can track for potential policy signals that could influence BTC sentiment and liquidity. Source: @Excellion on X, Sep 15, 2025. The post provides no specific bill, term sheet, or timeline, so any trading impact depends on follow-up statements from Paraguayan authorities or ABCTVpy coverage. Source: @Excellion on X, Sep 15, 2025.

According to @Excellion, Vancouver Mayor Ken Sim has established a Bitcoin fund for Vancouver Firefighter Charities, highlighting municipal-level BTC adoption in the city (source: @Excellion on X, Sep 15, 2025). According to @Excellion, the post framed the initiative as cementing Bitcoin adoption in Vancouver, while not disclosing fund size, custody arrangements, or timelines that traders typically monitor (source: @Excellion on X, Sep 15, 2025).

According to @Excellion, AquaBitcoin supports only USDt as digital dollars and he called Tether the King of Stablecoins, referencing metrics shared by Paolo Ardoino on X on Sep 14, 2025 (source: @Excellion on X, Sep 14, 2025; source: @paoloardoino on X). According to @Excellion, this confirms USDT as the sole stablecoin rail within the AquaBitcoin ecosystem, shaping supported funding/withdrawal flows and trading pairs there for users who rely on USDT liquidity (source: @Excellion on X, Sep 14, 2025).

According to @Excellion, Bitcoin’s core design has been set in stone since version 0.1 and Core contributors should be viewed as node software developers rather than protocol designers, citing Satoshi Nakamoto’s statement to that effect (source: @Excellion on X, Sep 12, 2025; source: Satoshi Nakamoto on Bitcointalk, 2010). For traders, this points to a low probability of base-layer rule changes affecting issuance or consensus, with Bitcoin’s fixed supply and halving schedule documented in developer materials (source: Bitcoin.org Developer Guide; source: Bitcoin Core documentation). Recent upgrades such as Taproot were activated via backward-compatible soft forks, underscoring a conservative L1 change process that limits protocol governance risk (source: BIP341 and BIP342; source: Bitcoin Core release notes).

According to @Excellion, about 2.6 million ETH worth roughly $11.3 billion are queued to exit staking and cannot be sold for 54 days, defining the earliest sell window after that period; source: @Excellion on X, Sep 10, 2025. For trading, the author characterizes these coins as heading for the exit, highlighting a time-bound supply overhang that begins once the 54-day wait ends; source: @Excellion on X, Sep 10, 2025.

According to @Excellion, several Bitcoin node software developers tied to Bitcoin Knots and Bitcoin Core display contempt toward users by labeling other nodes as fake, saying users do not matter, and allegedly DDoSing nodes, which he argues undermines trust and adoption, source: @Excellion. He cites BTCPay and AQUA as examples where respectful stewardship and a user-first approach drove product success, framing developer behavior as central to network health, source: @Excellion. He urges developers to work professionally, avoid attacking users or competitors, and focus on serving the community as stewards to support Bitcoin’s governance, source: @Excellion.

According to @Excellion, reports that Tether sold BTC for gold are false, with the headline decline in holdings explained by off-balance transfers to XXI rather than sales (source: @Excellion). According to @Excellion citing BDO assurance data, Tether’s reported BTC holdings moved from 92,650 BTC as of March 31, 2025 (Q1) to 83,274 BTC as of June 30, 2025 (Q2) (source: @Excellion). According to @Excellion, Tether funded XXI with a total of 19,800 BTC, including 14,000 BTC on June 2, 2025 and 5,800 BTC in July 2025, which were not reflected as on-hand BTC in the Q2 snapshot (source: @Excellion). According to @Excellion, adjusting for the June transfer implies Tether would have had 4,624 BTC more at Q2-end than at Q1-end, and including the July transfer implies at least a net increase of 10,424 BTC, contradicting the gold-sale narrative (source: @Excellion). According to @Excellion, this positioning indicates Tether remains bullish on BTC, which he characterizes as supportive rather than bearish for Bitcoin market structure (source: @Excellion).

According to @Excellion, News1Kr published an article titled 한국도 비트코인 전략적 비축해야 that summarizes recent meetings with Jeju Island Governor Oh and Congressman Min Byung-duk regarding Bitcoin, with the article available at n.news.naver.com/article/421/0008468497; Source: https://twitter.com/Excellion/status/1963876195142922244, https://n.news.naver.com/article/421/0008468497. According to @Excellion, the discussions advocated that South Korea should strategically stockpile Bitcoin and aimed to advance nation-state Bitcoin (BTC) adoption with support from JAN3; Source: https://twitter.com/Excellion/status/1963876195142922244. According to the source, the post signals ongoing policy-level engagement rather than announcing a finalized policy change, indicating headline risk for BTC tied to Korea-related developments; Source: https://twitter.com/Excellion/status/1963876195142922244, https://n.news.naver.com/article/421/0008468497.

According to @Excellion, he met with South Korean National Assembly member Min Byung-duk, who proposed the Digital Assets Basic Act in June and introduced an amendment to the country’s BTC spot ETF bill, source: @Excellion. The discussion centered on Bitcoin strategies for Korea and the urgency of national adoption, source: @Excellion. Reporters from Maekyung and News1 were present, and traders can monitor these outlets for follow-up coverage, source: @Excellion. For trading relevance, monitor South Korea’s National Assembly updates and local media for developments on the Digital Assets Basic Act and the BTC spot ETF amendment during Asia market hours, source: @Excellion.

According to @Excellion, he visited Taiwan and met legislator Dr. JC Ko, who has been pushing to add Bitcoin (BTC) to the country’s reserves, source: @Excellion, X, Sept 3, 2025. According to @Excellion, they recorded a podcast episode covering BTC nation-state adoption, source: @Excellion, X, Sept 3, 2025. For traders, the key near-term watchpoint is the release of that podcast for any specifics on proposed reserve policy or timeline, source: @Excellion, X, Sept 3, 2025. The post does not announce any official policy change, bill filing, or reserve purchase amount, source: @Excellion, X, Sept 3, 2025. Historical precedent shows sovereign BTC accumulation can be market-relevant, as demonstrated when El Salvador disclosed initial BTC purchases on Sept 6, 2021, source: Nayib Bukele, X, Sept 6, 2021.

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.

According to Samson Mow, Bitcoin (BTC) will not rally until BTC dominance increases, signaling capital rotation away from altcoins and into BTC. Source: Samson Mow on X, Aug 22, 2025. Mow states Ethereum (ETH) is in the final stage of a pump-and-dump and expects the ETH/BTC pair to resume its long-term downtrend before BTC breaks higher. Source: Samson Mow on X, Aug 22, 2025. For trading, Mow’s view implies a bias toward overweight BTC versus ETH, with confirmation signals being a rising BTC dominance index and renewed weakness in ETH/BTC. Source: Samson Mow on X, Aug 22, 2025.

According to @Excellion, Block's Proto Mining now has the most efficient Bitcoin (BTC) miner, creating a new opportunity for Bitcoin-aligned hardware providers, source: @Excellion on X, Aug 17, 2025. He added that prior mining hardware makers lacked a Bitcoin ethos, a signal that procurement and sentiment could favor vendors aligned with BTC values, which traders can watch across miner capex and purchase decisions, source: @Excellion on X, Aug 17, 2025. Traders should monitor market reaction in BTC mining equities and hashprice to efficiency narratives and any follow-on communication from Block or Proto Mining, source: @Excellion on X, Aug 17, 2025.

According to @Excellion, there is ongoing FUD around @Strategy and he states he is still HODLing as of 2025-08-17; source: https://twitter.com/Excellion/status/1956886455403639271 The post provides no details on the specific asset, position size, price levels, or timeframe, and does not mention tickers such as BTC or ETH; source: https://twitter.com/Excellion/status/1956886455403639271 This update is sentiment-focused and does not include any explicit buy or sell disclosures or actionable trade setups; source: https://twitter.com/Excellion/status/1956886455403639271

According to @Excellion, he posted The Unstakening intensifies on X on Aug 16, 2025, sharing a link without additional context. source: https://twitter.com/Excellion/status/1956812093606469784 The post does not specify any blockchain, token symbol, or metric, so it does not provide a standalone trading signal by itself. source: https://twitter.com/Excellion/status/1956812093606469784

According to @Excellion, ETHBTC has only been significantly above 0.03 for about seven days, indicating the rally window has been brief and potentially fragile (source: @Excellion). According to @Excellion, traders may need to wait roughly three weeks to sell, highlighting a timing and execution risk that can constrain exits (source: @Excellion). According to @Excellion, this creates a big-door-in, small-door-out dynamic, signaling a liquidity bottleneck that can elevate slippage for ETH/BTC rotations (source: @Excellion).

According to @Excellion, Samson Mow warned that it is the last chance to sell ETH above 0.03 BTC on the ETH/BTC pair, source: Samson Mow (@Excellion) on X, Aug 15, 2025. He added that exiting staked ETH could take roughly two weeks to leave the validator exit queue plus another nine days for the withdrawal sweep, implying about 23 days before funds are liquid, source: Samson Mow (@Excellion) on X, Aug 15, 2025. This timing suggests near-term execution and basis risk for traders aiming to rotate from staked ETH to BTC on the ETH/BTC pair, source: Samson Mow (@Excellion) on X, Aug 15, 2025.