According to @JasonSoraVC, BlackRock bought 45,000 BTC at an average price of $105,000 during the flash crash, implying a large institutional bid on the dip (source: @JasonSoraVC). According to @JasonSoraVC, the author believes this buying likely prevented a cascade of liquidations and a breakdown below the $100,000 level (source: @JasonSoraVC). According to @JasonSoraVC, the stated 45,000 BTC at $105,000 implies $4.725 billion notional, indicating the $5 billion figure is a rounded estimate based on the figures provided (source: @JasonSoraVC). Traders seeking confirmation should monitor iShares Bitcoin Trust (IBIT) daily creations/redemptions and any related disclosures, according to BlackRock and the SEC’s standard reporting channels (source: BlackRock IBIT disclosures; SEC EDGAR). For trade setup, focus on whether $100,000 holds as support and if buy interest reappears near $105,000 where the author indicates bids occurred, according to @JasonSoraVC (source: @JasonSoraVC).

According to @JasonSoraVC, trading perpetual futures and altcoins amounts to gambling rather than investing, elevating risk during volatility for retail traders (source: @JasonSoraVC on X, Oct 12, 2025). According to @JasonSoraVC, exchanges are the biggest winners in every major crypto market crash, not the traders (source: @JasonSoraVC on X, Oct 12, 2025). According to @JasonSoraVC, the actionable takeaway is to avoid high-risk perp and altcoin speculation and shift toward an investment approach instead of short-term bets (source: @JasonSoraVC on X, Oct 12, 2025). For trade planning, this viewpoint supports reducing leverage, tightening position sizing, and focusing on longer-horizon exposure to preserve capital in drawdowns (source: @JasonSoraVC on X, Oct 12, 2025).

According to @JasonSoraVC, traders should prioritize risk management when markets run hot and remember no financial loss justifies self-harm, source: @JasonSoraVC on X, Oct 11, 2025. He stated the latest sell-off produced the largest liquidations in history, with most liquidations concentrated in altcoins and perpetual DEX positions while Bitcoin remained comparatively strong, source: @JasonSoraVC on X, Oct 11, 2025. He added that the move was not a black swan event, source: @JasonSoraVC on X, Oct 11, 2025. He cautioned that a significantly larger correction could be triggered by trade war or proxy war dynamics, source: @JasonSoraVC on X, Oct 11, 2025.

According to @JasonSoraVC, SGA has officially rebranded to Bitplanet on the KOSDAQ and now trades under ticker 049470; source: @JasonSoraVC on X, Oct 2, 2025. Traders should reference 049470 on KOSDAQ for order entry and watchlist updates; source: @JasonSoraVC on X, Oct 2, 2025.

According to @JasonSoraVC, Sora Ventures will work with Columbia University Teachers College to initiate a new department dedicated to teaching Bitcoin and Web3, source: @JasonSoraVC. The announcement did not disclose timelines, curriculum scope, funding details, or partnerships with specific blockchains, and it mentioned no token issuance or direct BTC integration, source: @JasonSoraVC. Based on the information provided, the post identifies no immediate on-chain or market-structure catalysts, source: @JasonSoraVC.

According to @JasonSoraVC, Korea’s Bitcoin treasury firm Bitplanet added another 10 million to its final closing. According to @JasonSoraVC, the round was led by UTXO Management and Kingsway Capital. According to @JasonSoraVC, this makes it the largest and most international deal among all DATs in South Korea.

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 @JasonSoraVC, Bitplanet_KR, asia_strategy, and MoonIncHK will sponsor the Unconference by @btcdigitalconf organized by Tim Kotzman (source: @JasonSoraVC). According to @JasonSoraVC, the team will for the first time publicly share how they seeded Metaplanet_JP in April of last year, MoonIncHK at the end of last year, and DV8Thailand (source: @JasonSoraVC). According to @JasonSoraVC, these disclosures will outline seeding timelines and entities connected to Asia-focused crypto ventures (source: @JasonSoraVC).

According to @JasonSoraVC, he met former Thailand Prime Minister Thaksin Shinawatra to discuss a Bitcoin BTC treasury strategy and how institutionalizing Bitcoin could attract talent, wealth, and foreign investment into Thailand. Source: @JasonSoraVC on X, September 2, 2025. He added they will be taking what @saylor has built in the …, indicating a plan to reference established Bitcoin treasury playbooks in the discussion. Source: @JasonSoraVC on X, September 2, 2025. For traders, the concrete takeaway is that high-level talks on Bitcoin treasury policy and institutionalization are underway in Thailand, making any subsequent official or corporate announcements a key catalyst to monitor for BTC market sentiment and regional capital flows. Source: @JasonSoraVC on X, September 2, 2025.

According to @JasonSoraVC, Paul Lee announced he has stepped in as co-CEO of Bitplanet_KR (KOSDAQ: 049470) and described the firm as Korea’s first global, institutional Bitcoin treasury company, directly tying the company’s strategy to BTC. Source: Paul Lee on X, 2025-08-29, https://twitter.com/paulslee84/status/1961299250501058949 Lee stated that Bitcoin has been central to his investment thesis and identified KOSDAQ: 049470 as Bitplanet_KR’s listed ticker, linking the company’s public equity to the Bitcoin treasury mandate highlighted in the announcement. Source: Paul Lee on X, 2025-08-29, https://twitter.com/paulslee84/status/1961299250501058949

According to @JasonSoraVC, BitcoinAsia 2025 was referenced in an X post with an image, but no date, venue, agenda, or partners were disclosed, providing no actionable BTC trading signal at this time. Source: https://twitter.com/JasonSoraVC/status/1959197286971703375

According to @JasonSoraVC, Top Win International (Nasdaq: SORA) has rebranded to AsiaStrategy and unveiled an updated logo, a corporate action highlighted as official in the post, source: @JasonSoraVC on X, August 22, 2025. The post further states the company is now accepting Bitcoin (BTC) as payment for all luxury watches, indicating BTC merchant acceptance by a Nasdaq-listed firm, source: @JasonSoraVC on X, August 22, 2025. The ticker reference in the post remains Nasdaq: SORA, which is explicitly cited alongside the rebrand announcement, source: @JasonSoraVC on X, August 22, 2025.

According to Jason Fang (@JasonSoraVC), a wave of new Bitcoin (BTC) treasury companies may attempt to raise funds despite having zero Bitcoin track record, and he urges investors to think twice before allocating capital (source: Jason Fang, X post, Aug 20, 2025). For traders, the warning highlights heightened counterparty and operational risk when evaluating BTC-linked treasury vehicles without proven history or controls (source: Jason Fang, X post, Aug 20, 2025). Actionable checks before participating in any BTC treasury fundraising he cautions about: verify a verifiable Bitcoin track record, demand independent audits plus custody clarity, and require on-chain proof-of-reserves to validate holdings (source: Jason Fang, X post, Aug 20, 2025).

According to @JasonSoraVC, Wiselink (8932.TWO) added $68.74M in market capitalization on roughly $60M in trading volume after announcing a $2M investment into NASDAQ:SORA (Source: @JasonSoraVC on X, Aug 18, 2025). According to @JasonSoraVC, this move makes Wiselink the first public company in Taiwan to place a strategic bet on the future of Bitcoin treasury companies, linking local equity flows to the BTC-treasury narrative (Source: @JasonSoraVC on X, Aug 18, 2025). According to @JasonSoraVC, the immediate liquidity and cap expansion highlight heightened short-term tradability for 8932.TWO and potential read-through to BTC-exposed equities (Source: @JasonSoraVC on X, Aug 18, 2025).

According to @JasonSoraVC, Sora is focusing on one bitcoin treasury per country, source: @JasonSoraVC on X, Aug 15, 2025. He stated that any claims of Sora investing in or supporting projects beyond its existing network are fake, source: @JasonSoraVC on X, Aug 15, 2025. He urged market participants to do their own due diligence before acting on endorsements or partnership announcements, source: @JasonSoraVC on X, Aug 15, 2025.

According to Jason Fang, investors are choosing Bitcoin treasury companies over holding BTC directly, with 'Strategy' leading this theme (source: Jason Fang, X post dated Aug 15, 2025). For traders, MicroStrategy (MSTR) is a primary BTC proxy because the company discloses substantial Bitcoin holdings and a policy to acquire and hold BTC as a treasury reserve asset, making its equity highly sensitive to BTC price moves (source: MicroStrategy investor relations and SEC filings). A practical setup is to monitor the MSTR/BTC ratio and the premium or discount of MSTR’s market capitalization versus the mark-to-market value of its disclosed BTC holdings plus core software business, while tracking any convertible note issuances or at-the-market equity programs that alter exposure and dilution (source: MicroStrategy SEC filings and press releases). Other listed names with disclosed BTC on balance sheet include Tesla (TSLA) and Block (SQ), providing alternative BTC-linked exposure with distinct operating risks and beta profiles (source: Tesla and Block SEC filings). This rotation theme suggests monitoring liquidity and tracking differences between BTC spot and equity proxies to manage basis risk, as highlighted by the author (source: Jason Fang, X).

According to @JasonSoraVC, Sora Ventures has invested in Nakamoto as its only external DAT play beyond its in-house efforts, source: @JasonSoraVC on X, Aug 15, 2025. This confirms the firm’s DAT exposure is concentrated in Nakamoto, which clarifies venture flow positioning for sector-focused traders, source: @JasonSoraVC on X, Aug 15, 2025.

According to @JasonSoraVC, there is a lot of rug in bitcoin, with Sora having supported projects that produced both wins and losses, which he frames as the risk that comes with constant innovation (source: @JasonSoraVC on X, Aug 15, 2025). He adds that he trusts @DavidFBailey and their team and notes a relationship dating back to 2015, signaling preference for teams with long operating histories when allocating capital (source: @JasonSoraVC on X, Aug 15, 2025). For traders, the stated prevalence of rugs in the bitcoin ecosystem implies stricter due diligence, tighter position sizing, and heightened counterparty vetting for BTC-adjacent tokens and venture-style bets, derived from the author’s risk framing (source: @JasonSoraVC on X, Aug 15, 2025).

According to @JasonSoraVC, investors should only buy Nasdaq:Sora if they specifically want exposure to an Asia-based Bitcoin (BTC) treasury, framing Sora as a BTC-treasury proxy for that niche exposure, source: @JasonSoraVC, X, Aug 15, 2025. According to @JasonSoraVC, otherwise traders should focus on Nakamoto as the preferred core allocation rather than Sora, source: @JasonSoraVC, X, Aug 15, 2025.