According to @Excellion, privacy is a transactional feature rather than a store of value, making pre-buying large amounts of "feature coins" an inefficient use of capital for traders (source: @Excellion, X post on Nov 16, 2025). According to @Excellion, value should be held in Bitcoin (BTC) and only the required amount swapped into a privacy coin at the time of use, treating such tokens as utility tools rather than long-term holdings (source: @Excellion). According to @Excellion, this framework prioritizes BTC as base collateral and aligns exposure to privacy coins with sporadic, on-demand functional needs instead of speculative hoarding (source: @Excellion).

According to Samson Mow, the current ZEC pump can be understood as attempts by participants who previously bought 1 ZEC for 8 BTC to recoup losses, framing the rally in the ZEC/BTC pair as loss-recovery driven. Source: X/@Excellion, Nov 16, 2025.

According to @Excellion, this is the one and only time he will retweet something from a .eth account. Source: @Excellion on X https://twitter.com/Excellion/status/1990181260006945179 The post includes only a link to an X post by @materkel and provides no token tickers, price targets, timelines, or market data relevant to trading. Source: @Excellion on X https://twitter.com/Excellion/status/1990181260006945179; linked post https://x.com/materkel/status/1989881257681883456 As such, the post conveys no actionable trading signal for ETH or other cryptocurrencies beyond the fact of the retweet. Source: @Excellion on X https://twitter.com/Excellion/status/1990181260006945179

According to @Excellion, retail investors seeking encrypted Bitcoin exposure should buy BTC on an exchange, choose Lightning Network as the withdrawal method, and receive funds in wallets such as Aqua, Bull Bitcoin, or Wallet of Satoshi, source: @Excellion on X, Nov 14, 2025. @Excellion states there is no need for Zcash (ZEC) for this use case, source: @Excellion on X, Nov 14, 2025.

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, 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, 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 the source, Jan3 founder Samson Mow said the Bitcoin (BTC) bull run has not started and forecast the real climb will begin in 2026. Mow also said the advance could last a decade, describing a long-cycle outlook for BTC.

According to the source, Samson Mow stated that Korean retail investors (Seohak Gaemie) are the only factor propping up ETH treasury companies and pointed to a constant decline in the ETH/BTC chart. Source: Samson Mow on X, Oct 19, 2025. Mow's remarks frame ETH's relative weakness versus BTC and highlight reliance on Korean retail flows for ETH-treasury-related demand. Source: Samson Mow on X, Oct 19, 2025. For trading, Mow's view supports focusing on the ETH/BTC trend and monitoring activity from Korean investors when assessing ETH risk relative to BTC. Source: Samson Mow on X, Oct 19, 2025.

According to @BTC_Archive, Samson Mow said time is running out to buy Bitcoin at low prices and that once BTC reaches $500k, global participation will surge, sending Bitcoin toward $1 million quickly. Source: @BTC_Archive. This identifies $500k as the momentum trigger and $1 million as the directional target for the thesis, marking a potential inflection point that traders can monitor for position sizing and liquidity planning. Source: @BTC_Archive.

According to the source, Samson Mow stated that a $1 million BTC price remains possible and warned that the window to buy bitcoin at lower prices is closing, source: Samson Mow on X, Oct 19, 2025. The post did not specify a timeframe, supporting data, or catalysts for this target, indicating the message is a directional view rather than a quantified forecast, source: Samson Mow 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 the source, U.S. authorities have recently accumulated about 121,000 BTC linked to pig-butchering scams as discussed in a YouTube interview with Samson Mow on Oct 18, 2025. source: Samson Mow interview on YouTube, Oct 18, 2025. Mow cautioned that building a national reserve on seized assets is dangerous, indicating such BTC is more likely to be disposed of than strategically held. source: Samson Mow interview on YouTube, Oct 18, 2025. For trading, monitor potential supply overhang from future government dispositions given the U.S. Marshals Service’s history of auctioning seized BTC. source: U.S. Marshals Service auction press releases 2014-2015. Watch for on-chain movements from labeled U.S. government wallets, as prior Silk Road-related sales showed transfers before liquidation. source: U.S. DOJ filing in U.S. v. Zhong, Mar 31, 2023; Arkham Intelligence public wallet labels.

According to the source, Samson Mow, CEO of JAN3, said in a YouTube interview at youtu.be/WWG7gns_kSg that a $1,000,000 BTC remains possible and warned that the window to buy bitcoin at lower prices is closing, signaling a strong bullish stance relevant for trading strategies.

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 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).