According to @MilkRoadDaily, @avichal of Electric Capital states that BTC is a store of value and ETH is where the future of global capital markets will be based, source: @MilkRoadDaily. This frames a trading thesis that separates BTC as digital store-of-value exposure and ETH as the programmable base layer for capital markets infrastructure, source: @MilkRoadDaily. Allocation decisions following this thesis would treat BTC as macro SoV exposure and ETH as growth and utility exposure tied to tokenized assets and on-chain finance, as characterized by the source, source: @MilkRoadDaily.

According to @MilkRoadDaily, BTC is positioned as a store of value and ETH as the future base layer for global capital markets in a post dated Aug 13, 2025, referencing Avichal and Electric Capital as the thesis source (Milk Road, X post, Aug 13, 2025). The source provides no quantitative data, price levels, or catalysts, indicating this is sentiment-oriented commentary rather than an actionable trading signal (Milk Road, X post, Aug 13, 2025).

According to @ItsDave_ADA, Cardano’s fixed supply of 45 billion ADA mirrors Bitcoin’s programmatic scarcity and underpins a long-term store-of-value thesis, which frames a scarcity-driven investment approach for ADA exposure, source: @ItsDave_ADA on X August 10 2025. Cardano’s protocol defines a hard cap of 45 billion ADA with declining monetary expansion from reserves, making total issuance capped and predictable for supply analysis, source: Input Output Global documentation on Cardano monetary policy. Bitcoin’s supply is capped at 21 million with block reward halvings every 210000 blocks, establishing programmatic scarcity that traders benchmark for cyclical positioning, source: Bitcoin.org developer documentation on controlled supply. On Cardano, transaction fees and monetary expansion accrue to a rewards pot distributed to stake pool operators delegators and the treasury, and the protocol does not implement a native fee burn, shaping circulating supply dynamics and staking yields, source: Input Output Global Cardano Ledger documentation. For trade execution and risk management around the scarcity narrative, circulating supply and staking participation can be monitored via the official Cardano Foundation explorer to assess liquid float and potential sell pressure, source: Cardano Foundation explorer.

According to @alice_und_bob, ETH is heavily used in on-chain economic activity, supporting its roles as medium of exchange, unit of account, and store of value, highlighting real transactional demand for ETH that traders track through network usage signals, source: @alice_und_bob on X, Aug 9, 2025. The author also questions the sustainability of ETH continuing to fulfill these monetary functions, underscoring a key consideration for market participants evaluating Ethereum’s demand dynamics, source: @alice_und_bob on X, Aug 9, 2025.

According to @BitMEXResearch, the current debate among those seeking superior forms of money centers on whether to add zeros, not slash them, reflecting ongoing confidence in Bitcoin's (BTC) value proposition as an inflation hedge and store of value. This narrative reinforces bullish sentiment among traders, as it frames BTC as a potential solution to fiat currency devaluation, fueling positive momentum and potentially increasing demand in crypto markets (source: @BitMEXResearch).

According to @ItsDave_ADA, there is an increasing focus on how Cardano's programmability can enhance Bitcoin's application in real-world finance. The analysis highlights that Bitcoin (BTC) serves its primary function as a decentralized store of value, intentionally designed with minimalism to prioritize security and auditability, as stated by the source. This perspective suggests that Cardano (ADA) could provide a layer of programmability on top of Bitcoin, potentially unlocking new financial use cases for BTC without altering its core secure base, which could impact the valuation and trading dynamics of both assets.

According to Michael Saylor, Bitcoin (BTC) will not absorb investment capital from all asset classes. He clarifies that Bitcoin functions as a unique capital asset and a store of value, primarily competing with other store-of-value assets like gold, real estate, and long-duration bonds, not with cash-flow generating equities or transactional currencies. Saylor argues that the flow of capital into Bitcoin represents a multi-trillion dollar reallocation from underperforming or inflationary assets within the store-of-value category. For traders, this perspective frames Bitcoin's growth as a fundamental shift away from traditional safe-haven assets rather than a threat to the entire stock market, suggesting a long-term bullish thesis based on capturing the market share of assets like gold.

According to Nic Carter, a shared chart illustrates that Bitcoin's (BTC) monetary inflation rate has fallen to approximately 0.85% following the fourth halving event. The data presented shows this new issuance rate is now significantly lower than that of gold, which has a historical inflation rate of about 1.5%. For traders, this reinforces Bitcoin's core value proposition as a scarce, 'hard' asset. The systematic reduction in new supply with each halving event, as shown in the chart, is a fundamental factor supporting a long-term bullish outlook on BTC's price by tightening its supply dynamics relative to traditional stores of value.

According to Cas Abbé on Twitter, the fundamental debate between Bitcoin and gold centers on the notion of 'real value.' While critics argue that Bitcoin is just code, Abbé points out that digital systems, including bank balances and the internet, also rely on code and electricity. For traders, this underscores Bitcoin’s legitimacy as a store of value comparable to gold. This perspective can influence investor sentiment and support bullish trends for BTC, especially as digital asset adoption grows and traditional gold markets show stability. Source: @cas_abbe on Twitter.

According to Milk Road (@MilkRoadDaily), Bitcoin ($BTC) continues to be primarily used as a vehicle for wealth generation rather than for everyday utility. This perspective underscores Bitcoin’s ongoing role as a leading store of value in the crypto market and highlights its dominance in trading strategies focused on capital appreciation. Traders may interpret this as a reaffirmation of Bitcoin’s position as a core portfolio asset, with potential implications for altcoin rotation and risk-on sentiment across crypto markets. Source: Milk Road Twitter, June 17, 2025.

According to Dan Held (@danheld), Bitcoin will replace gold as the leading store of value asset, stating, 'It's not a matter of if, but when' (source: Twitter, June 17, 2025). This assertion reflects a growing sentiment among institutional and retail investors that BTC may surpass gold in market capitalization and adoption due to its digital scarcity and ease of transfer. Traders should monitor Bitcoin's price correlation with gold, as increased BTC inflows from gold ETF outflows could accelerate volatility and trading opportunities in the cryptocurrency market. This trend may also boost demand for BTC-based financial products, affecting both spot and derivatives trading.

According to André Dragosch, PhD (@Andre_Dragosch), Bitcoin (BTC) offers a secure alternative to traditional fiat currencies, which can potentially be devalued or erased overnight due to policy changes or economic instability (Source: Twitter, June 17, 2025). This highlights Bitcoin's value proposition as a store of value and a hedge against currency risk, which is critical for traders concerned about capital preservation in volatile markets. Monitoring fiat currency instability and considering BTC allocations can provide strategic advantages in portfolio risk management.

According to Crypto Rover, Bitcoin (BTC) is experiencing a significant price rebound as capital flows into BTC, reinforcing its position as a preferred store of value during periods of market uncertainty (source: @rovercrc, June 13, 2025). This renewed interest from investors highlights growing demand for decentralized assets, with trading volumes on major exchanges increasing and on-chain data showing elevated inflows to Bitcoin wallets. Traders should monitor BTC price resistance levels and potential breakout patterns, as heightened volatility may present both short-term swing trading and long-term accumulation opportunities.

According to Michael Saylor (@saylor) on Twitter, Bitcoin is described as 'hope,' underscoring his ongoing belief in BTC's role as a long-term store of value and hedge against inflation. This statement reinforces Saylor's public position and may encourage both institutional and retail investors to view Bitcoin (BTC) as a strategic asset in their trading portfolios, especially amidst ongoing global economic uncertainty. Saylor's continued advocacy often coincides with increased trading activity and positive sentiment in the crypto market, making his statements highly relevant for traders monitoring BTC price action and market momentum. (Source: Michael Saylor on Twitter, June 13, 2025)

According to @tradingview, the comparison between gold and BTC as stores of value is gaining attention as market volatility increases. Historical data shows that during periods of economic uncertainty and credit tightening, gold typically retains value while Bitcoin (BTC) exhibits higher volatility, impacting its role as a safe haven asset (source: @tradingview). For traders, understanding the differing risk profiles of gold and BTC is crucial for portfolio diversification, especially when evaluating hedging strategies against market downturns. Monitoring macroeconomic indicators and credit conditions remains essential for both gold and BTC investors seeking to optimize risk-adjusted returns.

According to Paolo Ardoino on Twitter, Bitcoin's value proposition is deeply rooted in mathematical certainty, which distinguishes BTC from traditional fiat currencies. This emphasis on Bitcoin's mathematical foundation could reinforce investor confidence and support BTC's narrative as a reliable store of value, especially during periods of market volatility (Source: @paoloardoino, June 12, 2025). Traders may leverage this sentiment to anticipate increased institutional interest and long-term holding behavior in the cryptocurrency market.

According to Crypto Rover, Coinbase CEO Brian Armstrong publicly stated that Bitcoin is a better form of money than gold, highlighting Bitcoin's advantages as a store of value and transactional asset (source: Crypto Rover, June 9, 2025). Traders should note that Armstrong's endorsement from a major crypto exchange leader may boost Bitcoin's institutional appeal and drive increased trading volumes. This statement could influence portfolio allocations, especially among investors considering digital assets over traditional safe-haven assets like gold.

According to @CryptoWhale, Bitcoin is no longer primarily used for payments as originally intended, but is instead held in wallets as a store of value, reducing its threat to the US dollar's dominance (source: @CryptoWhale, Twitter). This shift affects trading strategies, as Bitcoin's reduced transactional use signals lower short-term volatility linked to payment adoption, potentially increasing its correlation with traditional safe-haven assets (source: Glassnode Data). Traders should monitor wallet holding patterns and on-chain activity to gauge market sentiment and anticipate macroeconomic impacts on the crypto market.

According to Michael Saylor (@saylor), Bitcoin stands as true money while all other financial instruments represent credit, reinforcing Bitcoin’s unique position as a store of value and its growing adoption among institutional investors (source: Michael Saylor Twitter, May 28, 2025). For traders, this statement highlights the increasing narrative that Bitcoin’s scarcity and decentralized structure differentiate it from altcoins and traditional finance, potentially driving more capital into BTC and impacting overall crypto market sentiment.

According to Coins.ph, Bitcoin remains a reliable asset for traders regardless of market highs or lows, as shared on their official Twitter account on May 27, 2025 (Source: Coins.ph Twitter). This consistent messaging reinforces Bitcoin’s reputation as a store of value and safe haven, which can impact trading strategies during volatile periods. Traders should note that Bitcoin’s resilient narrative continues to attract both retail and institutional investors, supporting ongoing liquidity and price stability in the crypto market.