According to @Excellion, the stage is being set for a decade-long Bitcoin bull run, as stated in his X post on Nov 13, 2025; Source: @Excellion on X, Nov 13, 2025. The post provides no specific catalysts, metrics, or price targets, indicating it is a sentiment statement rather than a data-backed trading signal; Source: @Excellion on X, Nov 13, 2025.

According to @Excellion, the Czech Central Bank bought $1 million worth of Bitcoin (BTC), with a JAN3 post linked for context and no additional transaction details disclosed in the post (source: @Excellion). He also noted “great progress in Taiwan” attributed to @dAAAb without further specifics provided in the post (source: @Excellion). Traders tracking BTC may treat this as a central-bank adoption headline and monitor market reaction if relying on the information presented in the post (source: @Excellion).

According to @Excellion, the latest Bitcoin sell-off was led by buyers from the past 12–18 months in spot and ETF markets who are taking 20%–30% fiat gains. Source: @Excellion (X, Nov 10, 2025) He adds that these sellers were influenced by news about a 2025 cycle peak and reports of OG holders selling, prompting them to exit. Source: @Excellion (X, Nov 10, 2025) He states this cohort is now largely depleted, with higher-conviction HODLers absorbing supply, which he views as a positive market development. Source: @Excellion (X, Nov 10, 2025) He also stated that 2026 could be a strong year and advised planning accordingly. Source: @Excellion (X, Nov 10, 2025)

According to @Excellion, Bitcoin (BTC) is on its way back to new all-time highs, signaling a bullish outlook from the author, source: @Excellion on X, Nov 10, 2025. The post is a sentiment statement with no specific price targets, timeframes, or supporting technical metrics provided, source: @Excellion on X, Nov 10, 2025. For trading context, this is a positive social sentiment signal rather than a confirmed breakout, as the author only expresses expectation of new ATHs without additional data, source: @Excellion on X, Nov 10, 2025.

According to @Excellion, an X post highlights negative sentiment toward the Dolphin Card via a thread referenced from the AquaBitcoin account on Nov 8, 2025. Source: @Excellion on X. For traders, this constitutes a negative social-sentiment datapoint within X conversations that may influence short-term discussion and engagement around the Dolphin Card. Source: @Excellion on X. Monitor the AquaBitcoin thread linked by @Excellion for further context and any follow-up disclosures that could affect product perception and user activity metrics. Source: @Excellion on X and the linked AquaBitcoin post.

According to @Excellion, BTC will be viewed as a bargain at current levels once Bitcoin reaches 200,000 dollars, signaling a bullish accumulation stance, source: X post by @Excellion on 2025-11-08 https://twitter.com/Excellion/status/1987289091910869493. The post provides no timeframe, entry levels, or risk parameters, indicating a high-level directional view rather than a specific trade setup, source: X post by @Excellion on 2025-11-08 https://twitter.com/Excellion/status/1987289091910869493. For traders, this functions as a sentiment input favoring accumulation bias at prevailing prices, but it offers no technical, on-chain, or macro confirmation, source: X post by @Excellion on 2025-11-08 https://twitter.com/Excellion/status/1987289091910869493.

According to @Excellion, the individual in question did not state that the positioning will continue or disclose their portfolio composition. Source: @Excellion on X, Nov 8, 2025. He joked the portfolio is probably 95% BTC with the remaining 5% spread across many altcoins, which is not a verified allocation and should not be treated as investment guidance. Source: @Excellion on X, Nov 8, 2025. For traders, this implies no confirmable signal of a sustained BTC overweight from that party; do not extrapolate a Bitcoin dominance trade or an altcoin de-risking move on that headline alone. Source: @Excellion on X, Nov 8, 2025. Actionable takeaway: treat BTC strength and altcoin liquidity conditions as unconfirmed by this comment and wait for verifiable disclosures before positioning. Source: @Excellion on X, Nov 8, 2025.

According to @Excellion on X, his earlier post was satirical and the actual fine print he highlighted was a 4% annual capital fee on the highest borrowed amount, with 3% interest only for small loans and 5% for larger loans (source: @Excellion on X). According to @Excellion on X, Lava is marketing 5% loans plus an extra 2% capital fee, which can make total costs higher than standard loans once the extra fee is included (source: @Excellion on X). According to @Excellion on X, USD lending yields are generally 7–9% and most platforms lend at 9–12%, so sub-5% offers are likely promotional, size-limited, or riskier to sustain at scale (source: @Excellion on X). According to @Excellion on X, BTC-backed borrowers should not expect sustainable rates below the broader USD lending market because lenders will prefer 7–9% alternatives if available (source: @Excellion on X). According to @Excellion on X, the trading takeaway is that BTC borrowing costs are anchored by USD market rates, not headline 3–5% promos (source: @Excellion on X).

According to @Excellion, he is considering offering Bitcoin backed loans at a 3% interest rate. source: @Excellion on X, Nov 6, 2025 No further details on loan terms, collateral requirements, jurisdiction, or launch timeline were provided in the post. source: @Excellion on X, Nov 6, 2025 Traders focused on financing costs should monitor for specifics such as LTV, tenor, custody, and rehypothecation, as these factors determine leverage efficiency and risk management if such loans are introduced. source: @Excellion on X, Nov 6, 2025

According to @Excellion, large Bitfinex accounts are actively buying from short-term sellers, signaling whale accumulation on the exchange and a notable order-flow cue for crypto traders. Source: @Excellion on X, Nov 4, 2025. The post included an image and was amplified via a retweet by @Andre_Dragosch, drawing attention to increased whale buy activity on Bitfinex among market participants tracking exchange flows. Source: @Excellion and @Andre_Dragosch on X, Nov 4, 2025.

According to @Excellion, Ethereum treasury company investors may be overlooking the ETHBTC cross, signaling that corporate ETH reserves should be evaluated against BTC-relative performance for risk management. Source: @Excellion on X, Oct 19, 2025. The ETHBTC ratio directly measures ETH’s performance versus BTC, and a declining ratio indicates ETH underperformance, which raises the BTC-opportunity cost of holding ETH on balance sheets. Source: Binance Academy educational content on trading pairs and relative valuation; Investopedia educational content on ratio charts and relative strength. Traders and treasurers can mitigate this by monitoring ETHBTC trend and key levels and using BTC-hedged positions or futures/options overlays to neutralize BTC-relative exposure. Source: CME Group crypto futures risk management education; Binance Academy on support/resistance and trend analysis. Rotation strategies that rebalance between ETH and BTC based on ETHBTC momentum can improve allocation timing versus USD-only entries. Source: Investopedia educational content on relative strength and rotation; Binance Academy on portfolio rebalancing.

According to @Excellion, Bitcoin’s recent price decline was driven by irrational fear over tariff threats that cascaded into mass liquidations among crypto traders and firms, rather than fundamentals, source: Samson Mow (@Excellion) on X, Oct 19, 2025. He states that upside will resume shortly and do so violently, and he advises market participants to HODL, source: Samson Mow (@Excellion) on X, Oct 19, 2025.

According to @Excellion, ongoing discoveries of new gold deposits make chart-drawn BTC support warnings look overstated, signaling the market is still early in understanding Bitcoin’s scarcity-driven trade; source: Samson Mow on X, Oct 18, 2025. Bitcoin’s maximum supply is fixed at 21 million, while gold supply expands with new finds and mining output, reinforcing a long-horizon accumulation framework for BTC during volatility; source: Bitcoin.org and the Bitcoin whitepaper; source: World Gold Council publications on mine production. For trading, this view favors prioritizing spot exposure and disciplined dollar-cost averaging on drawdowns over reactive selling on every support break, with predefined risk controls to manage volatility; source: analysis derived from Samson Mow on X and risk management guidance from CME Group education resources. To validate supply-side tailwinds during pullbacks, monitor BTC exchange balances and miner issuance versus flows, as declining exchange balances and predictable issuance reductions post-halving can temper near-term sell pressure; source: Glassnode Research metrics and the Bitcoin protocol halving schedule on Bitcoin.org.

According to @Excellion, Bitcoin (BTC) could "run up to $0.2M" and traders should treat volatility as vitality on both the upside and downside, signaling expectations of strong upward price swings. Source: X post by @Excellion, Oct 18, 2025, https://twitter.com/Excellion/status/1979343922221715887. This communicates a bullish sentiment cue and highlights potential upside volatility that can fuel momentum and breakout trades in BTC during rallies. Source: X post by @Excellion, Oct 18, 2025, https://twitter.com/Excellion/status/1979343922221715887. The emphasis on two-sided volatility implies wider trading ranges and faster moves during advances, underscoring the need for disciplined position sizing and stop management in BTC. Source: X post by @Excellion, Oct 18, 2025, https://twitter.com/Excellion/status/1979343922221715887.

According to @Excellion, significant resources and capital are being allocated for Bitcoin Core developers to work on soft-fork initiatives aimed at making Bitcoin more programmable, source: @Excellion on X, Oct 17, 2025, https://x.com/Excellion/status/1978710565452128624. According to @Excellion, the post highlights a funding-backed push toward programmability-focused consensus changes but does not disclose specific BIP identifiers, timelines, or implementation details, source: @Excellion on X, Oct 17, 2025, https://x.com/Excellion/status/1978710565452128624. According to @Excellion, traders should monitor official Bitcoin Core communications, BIP repository activity, and testnet updates for progress signals tied to these soft-fork initiatives, as the funding signal can drive meaningful news flow around BTC development cycles, source: @Excellion on X, Oct 17, 2025, https://x.com/Excellion/status/1978710565452128624.

According to @Excellion, Bitcoin's next run will put the gold rally to shame, implying potential BTC outperformance versus XAU on a relative basis. Source: Samson Mow on X, Oct 16, 2025. BTC set a record high near 73,800 on March 14, 2024. Source: Bloomberg pricing data. Gold printed new highs above 2,400 per ounce in April 2024. Source: LBMA Gold Price and World Gold Council. The BTC/XAU ratio is a practical gauge for momentum rotation between crypto and precious metals that traders actively track. Source: TradingView BTCUSD/XAUUSD ratio. Key trading signals to validate or fade the view: 1) BTC/XAU ratio breakout above prior 2024 highs to confirm relative strength. Source: TradingView BTCUSD/XAUUSD ratio. 2) Net creations in US spot BTC ETFs as a proxy for marginal demand. Source: U.S. Securities and Exchange Commission approvals Jan 10, 2024; issuer dashboards such as iShares Bitcoin Trust website. 3) CME Bitcoin futures basis and funding to assess leverage and risk appetite. Source: CME Group futures data. 4) On-chain realized profit and loss metrics to gauge supply overhang. Source: Glassnode Academy. 5) USD liquidity proxies such as U.S. real yields and the DXY for macro headwinds or tailwinds. Source: Federal Reserve data and ICE U.S. Dollar Index. Risk management: If BTC/XAU fails to break out while gold sustains highs, crypto drawdown risk increases, so confirmation from ratio expansion and ETF inflows is prudent before sizing risk. Source: TradingView BTCUSD/XAUUSD history and issuer ETF flow dashboards.

According to @Excellion, on Oct 16, 2025 he asked which single direction Bitcoin development should prioritize, highlighting an active roadmap question for the Bitcoin community and market participants (source: X post by Samson Mow @Excellion on Oct 16, 2025). For traders, historical upgrades have materially shifted on-chain dynamics: SegWit in 2017 increased effective block capacity and fixed malleability, and Taproot activated in Nov 2021 expanded script flexibility and privacy characteristics relevant to transaction construction (source: BIP141 SegWit; BIP341/342 Taproot; Bitcoin Core release notes documenting activation). Post-Taproot, Ordinals inscriptions drove bursts of on-chain activity and higher median fees in 2023–2024, directly affecting execution costs and mempool congestion that influence BTC trade timing and on-chain settlement (source: Ordinals documentation by Casey Rodarmor; mempool.space historical fee charts 2023–2024). Layer-2 adoption remains a key variable: public Lightning Network capacity is widely used as a proxy for off-chain payment scaling that can alleviate on-chain fee pressure and shape BTC liquidity for payments (source: Bitcoin Visuals Lightning Network total capacity dataset; The Lightning Network whitepaper).

According to @Excellion, the Bitcoin dust limit is just a relay filter and Bitcoin Core should remove it to reflect actual network usage, as stated in his post on X: https://twitter.com/Excellion/status/1978656208560226566. In Bitcoin Core policy, the dust limit marks very small outputs as non-standard for relay to mitigate spam, with typical thresholds (e.g., ~546 sats for P2PKH at a 1 sat/vB min relay fee) derived from policy rules and cost assumptions, affecting what transactions propagate across the network; source: https://en.bitcoin.it/wiki/Dust and https://github.com/bitcoin/bitcoin/blob/master/doc/policy/standard_transactions.md. Any change to remove or alter this filter would require a reviewed code change through the Bitcoin Core contribution and PR process, which governs how consensus and policy modifications are evaluated and merged; source: https://github.com/bitcoin/bitcoin/blob/master/CONTRIBUTING.md. For traders, relay policy directly influences which transactions reach miners and can impact fee pressure and confirmation times when blocks are full, affecting on-chain settlement costs and timing for BTC flows; source: https://developer.bitcoin.org/devguide/transactions.html and https://github.com/bitcoin/bitcoin/blob/master/doc/policy/standard_transactions.md.

According to @Excellion on X, Oct 11, 2025, the latest market purge exposed thin liquidity and absent buyers in inflated altcoins/memecoins, implying capital rotation back to Bitcoin (BTC) while firms promoting alts as base assets for ETFs and corporate treasuries struggle; he views this purge as a catalyst for the next BTC bull leg and advises traders to overweight BTC and de-risk alt exposure; source: x.com/Excellion/status/1977130632439369900

According to @Excellion on X on Oct 5, 2025, roughly $6 billion of Korean seohak gaemie retail capital is supporting Ethereum treasury companies and keeping ETH prices elevated (source: @Excellion on X). According to @Excellion, ETH influencers have been traveling to South Korea to market to retail, indicating concentrated demand from Korean investors (source: @Excellion on X). According to @Excellion, many of these buyers are not watching the ETHBTC chart, creating relative-performance risk versus BTC (source: @Excellion on X). The source warns this setup will not end well, flagging downside risk for ETH and the ETHBTC pair if the highlighted support dynamics change (source: @Excellion on X).