According to @Andre_Dragosch on X (Dec 7, 2025), long-term holder selling has suppressed Bitcoin’s price below its fundamental value in both absolute and relative terms, indicating a supply-driven discount that is relevant for trading decisions [source: X post by @Andre_Dragosch, Dec 7, 2025]. According to @Andre_Dragosch, this dynamic underscores the impact of LTH distribution on BTC’s near-term pricing versus fundamentals, a factor traders should monitor when sizing positions and managing risk [source: X post by @Andre_Dragosch, Dec 7, 2025].

According to @Andre_Dragosch citing the CDS model by @FossGregfoss, the latest analysis estimates that Bitcoin should already be trading at $252,000 today. This model is based on credit default swap (CDS) spreads and economic risk factors, and it does not yet account for the unfunded liabilities of G20 governments. This trading-relevant data highlights potential undervaluation in current Bitcoin prices and suggests significant upside if sovereign debt risks escalate, making it a critical consideration for crypto investors (source: @Andre_Dragosch on Twitter, May 30, 2025).