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.

According to @Excellion, it is the last chance to sell ETH above 0.03 BTC, citing an estimated two-week validator exit queue and an additional nine days of withdrawal sweep delay that could push back sale execution, source: @Excellion (X). Ethereum.org states validator exits are throttled by a churn limit tied to the number of active validators, meaning exit times vary with network conditions rather than being a fixed two weeks, source: Ethereum.org. Ethereum.org also notes that after an exit, funds are processed in periodic withdrawal sweeps on the consensus layer before appearing on the execution layer, so the sweep cadence determines when exited ETH becomes transferable, source: Ethereum.org. Based on these mechanics, large-scale exits would release ETH to the market on a schedule governed by exit throughput and sweep timing rather than instantly, enabling traders to anticipate when liquidity may arrive, source: Ethereum.org. Traders monitoring the ETH/BTC pair near 0.03 can track real-time validator exit queue and withdrawal metrics to gauge unlock flow timing, source: beaconcha.in.

According to @Excellion, via an Aug 15, 2025 X post https://twitter.com/Excellion/status/1956434666346741860, Wall Street will “learn the hard way” why he calls altcoins “shitcoins,” conveying an explicitly bearish stance on non-Bitcoin crypto assets that traders may read as negative sentiment toward altcoins (Source: @Excellion on X https://twitter.com/Excellion/status/1956434666346741860).

According to @Excellion, as of August 14, 2025, 768,400 ETH are in Ethereum’s validator exit queue, roughly 3.5 billion dollars, signaling a notable unstaking pipeline, source: @Excellion on X Aug 15, 2025. According to @Excellion, this setup could pressure the ETHBTC pair, with a potential reversion to 0.03 or lower, which indicates relative downside risk for ETH versus BTC, source: @Excellion on X Aug 15, 2025. According to the source, the flippening will not occur, aligning the thesis toward BTC outperformance, source: @Excellion on X Aug 15, 2025. According to Ethereum’s staking withdrawal design, validators that enter the exit queue become eligible to withdraw after processing, which can increase circulating supply once released, source: Ethereum.org staking withdrawals documentation.

According to @Excellion, Ethereum validator exits can clear in a few hours to a day when the queue is light, but during high-demand waves they can extend to days or weeks with first-come processing, creating a big door in, small door out dynamic, source: @Excellion on X, Aug 14, 2025. Ethereum’s protocol applies an activation and exit churn limit that caps how many validators can leave per epoch, mechanically pacing withdrawals and lengthening wait times as exit requests rise, source: Ethereum.org Staking documentation. During prior market stress, liquid staking tokens such as stETH traded below par versus ETH when redemptions were constrained, highlighting liquidity and basis risk tied to exit bottlenecks, source: Kaiko Research June 2022. Historically, these constraints have paced ETH sell flow over multiple days and coincided with wider LST discounts and weaker futures basis, reflecting the throttle imposed by the exit queue, source: Ethereum.org Staking documentation and Kaiko Research.

According to Samson Mow, around $3B worth of ETH is currently queued for unstaking, and he expects ETHUSD to drop massively once withdrawals are processed and hit the market. Source: Samson Mow on X, Aug 14, 2025. Ethereum’s proof-of-stake design requires validators to enter an exit queue with churn limits before full withdrawals, pacing outflows over time but potentially sustaining sell pressure when the queue is elevated. Source: Ethereum Foundation staking withdrawals and validator lifecycle documentation. Traders should monitor exit-queue size and pending withdrawals to gauge near-term supply, and consider hedging exposure via ETH futures and options if outflows intensify. Source: Ethereum Foundation staking withdrawals documentation; CME Group derivatives education.

According to @Excellion, some companies are purchasing inflationary pre-mined ICO tokens for their treasuries rather than Bitcoin BTC, indicating differing allocation choices at the corporate level. Source: @Excellion on X, August 14, 2025. The post does not identify the companies or the specific tokens involved, so no immediate ticker-level flows or sizing can be verified from this statement. Source: @Excellion on X, August 14, 2025. For trading context, Bitcoin’s supply is capped at 21 million, whereas inflationary tokens have ongoing issuance, a structural difference relevant when assessing asset scarcity versus dilution. Source: Bitcoin.org; @Excellion on X, August 14, 2025. Traders monitoring potential demand shifts between BTC and ICO tokens should review corporate disclosures and treasury updates to confirm any allocations before positioning. Source: @Excellion on X, August 14, 2025.

According to @Excellion, Ethereum being valued at 4,600,000 BTC is unsustainable and should correct, signaling a bearish view on ETH versus BTC and potential downside in the ETHBTC pair, source: Twitter post by @Excellion on August 14, 2025 https://twitter.com/Excellion/status/1955791360533160161. The comment highlights relative value risk for ETH holders against BTC and may prompt traders to monitor ETHBTC and market cap ratios for mean reversion signals, source: Twitter post by @Excellion on August 14, 2025 https://twitter.com/Excellion/status/1955791360533160161.

According to @Excellion, BTC could surge aggressively and absorb market liquidity, driving a 30-40% decline in altcoins, source: @Excellion on X, Aug 14, 2025. He also outlines a second path where an altcoin mania peak triggers a broad selloff, with BTC dipping briefly before moving higher as alts capitulate, source: @Excellion on X, Aug 14, 2025.

According to @Excellion, Bitcoin BTC could set more all-time highs but may first pull back because altcoins are currently overheating, with BTC expected to take off after the altcoin mania cools. Source: https://twitter.com/Excellion/status/1955738280206721323 The post outlines a rotation setup where altcoin outperformance precedes renewed BTC strength, a pattern the author states has occurred in past cycles, suggesting traders monitor BTC dominance and prepare for near-term volatility before a potential BTC-led leg higher. Source: https://twitter.com/Excellion/status/1955738280206721323

According to @Excellion, AquaBitcoin recorded $30 million in swap volumes for July, averaging about $1 million per day; the figures were disclosed via his X post on Aug 11, 2025. Source: @Excellion on X, Aug 11, 2025.

According to @Excellion, he publicly criticized the idea of a 70% premine, signaling strong skepticism toward tokens with such distributions and underscoring premine size as a risk factor to watch; no specific asset was named in the post. Source: Samson Mow (@Excellion) on X, Aug 11, 2025.