According to @borgetsebastien, BTC is increasingly treated as a store of value and social status rather than a spendable currency, a dynamic that suppresses BTC transaction velocity and pushes everyday utility to altcoin rails; source: @borgetsebastien, X, Sep 7, 2025. He stated that altcoins are needed to power fluid economies across apps, chains, and services, especially for digital ownership, art, and gaming items, implying transactional demand may concentrate in altcoin ecosystems; source: @borgetsebastien, X, Sep 7, 2025. For trading, this narrative supports monitoring BTC dominance versus altcoin volume rotations, with Web3 gaming and digital collectibles tokens as potential beneficiaries during risk-on phases; analysis grounded in source: @borgetsebastien, X, Sep 7, 2025. Traders can track flows into cross-chain infrastructure and application-layer tokens while using conservative sizing to account for higher volatility relative to BTC; analysis grounded in source: @borgetsebastien, X, Sep 7, 2025. These insights were shared during a packed Bitcoin Asia 2025 panel featuring industry leaders, signaling broader alignment on BTC as a reserve asset and altcoins as the utility layer; source: @borgetsebastien, X, Sep 7, 2025.

According to Evan (@StockMKTNewz), the U.S. FTC has officially withdrawn its complaint to block Microsoft's $68.7 billion acquisition of Activision Blizzard after losing an appeal, signaling the deal's likely completion (source: Twitter). For traders, this resolution boosts confidence in tech mega-deals and could drive further institutional inflows into technology equities like $MSFT. Crypto market participants are watching closely, as major tech sector consolidations often precede increased blockchain adoption and potential partnerships, especially with gaming-focused tokens and Web3 projects. The deal’s closure may also influence sentiment around regulatory risk for large-cap growth stocks, with ripple effects on crypto-aligned equities.