According to Dan Held, he reiterated a long-term bullish view on Bitcoin (BTC), voiced excitement about the next 10 years, and noted that the Bitcoin selloff continues while urging HODL on Dec 31, 2025. Source: https://twitter.com/danheld/status/2006364731674923161 Source: https://x.com/danheld/status/555161001876676608 For traders, this serves as a sentiment signal of continued long-hold conviction during drawdowns rather than price guidance. Source: https://twitter.com/danheld/status/2006364731674923161

According to @danheld, Sen. Bernie Sanders said he will push for a moratorium on the construction of data centers powering AI development and deployment, as shown in Sanders’ video post on X dated Dec 17, 2025, which @danheld shared on X. Sanders framed the moratorium as giving democracy time to catch up and ensuring the benefits of technology work for everyone, not just the top 1%, per his video statement on X. This is a stated policy intention posted on X rather than an enacted measure, making it a headline for traders to monitor regarding potential constraints on new AI data center builds in the U.S., based on Sanders’ X post and @danheld’s X post.

According to @danheld, the core bet is unlimited fiat supply competing for a fixed 21 million BTC, putting Bitcoin’s programmed scarcity at the center of the trade thesis. Source: @danheld (X, Dec 11, 2025). Bitcoin’s maximum supply is hard-capped at 21 million by consensus rules, with issuance reduced via halvings every 210,000 blocks until roughly 2140. Source: Bitcoin.org Developer Guide and BIP-42 (Bitcoin Core). Fiat money supply is elastic and can be expanded by central banks through tools like asset purchases and lending facilities, affecting purchasing power via policy and credit growth. Source: Board of Governors of the Federal Reserve System education resources and IMF monetary policy primers. For trading, a fixed BTC supply means marginal demand from regulated vehicles such as US spot BTC ETFs can have outsized price impact when liquidity expands. Source: U.S. SEC approval of spot Bitcoin ETFs on Jan 10, 2024 and related SEC orders. Effective tradable float may be lower than 21 million due to provably lost or long-dormant coins, reducing immediate market supply. Source: Chainalysis estimate of 2.78 to 3.79 million lost coins (2017 report). Key liquidity indicators traders monitor for BTC risk exposure include global M2 growth, USD strength via DXY, and U.S. real yields from TIPS. Source: World Bank Broad Money (M2) dataset, ICE U.S. Dollar Index methodology, and U.S. Treasury real yield data. Research frameworks emphasize liquidity and real yields as major drivers of Bitcoin performance, supporting process-driven entries and sizing beyond narratives alone. Source: Fidelity Digital Assets Bitcoin First (2022) and ARK Invest Bitcoin Monthly research.

According to @danheld, he released a conversation covering investing, Bitcoin, and lifestyle with @climatepaige and shared the Spotify episode link for listeners. Source: X post by @danheld dated Dec 8, 2025; Spotify episode ID 1imGotO83VG6OVa1BM25hc. The host @climatepaige described the chat as Dan Held talking about money, reaffirming the focus on investing and Bitcoin. Source: X post by @climatepaige referenced in @danheld’s thread on Dec 8, 2025. For trading relevance, the announcement signals a new primary-source discussion focused on Bitcoin, but it does not include price targets, market data, or on-chain metrics in the post itself. Source: X post by @danheld dated Dec 8, 2025; Spotify episode listing 1imGotO83VG6OVa1BM25hc. Actionable insights for BTC positioning, risk management, or market sentiment would require reviewing the episode content directly, as the social post provides no explicit trading signals. Source: X post by @danheld dated Dec 8, 2025; Spotify episode listing 1imGotO83VG6OVa1BM25hc.

According to @danheld, he is listing a 2009 BMW M3 with a 4.0L V8 and 420 HP for 0.3 BTC, referencing a Reddit post by u/BTC_Hadzija and quoting reasons including crash risk, environmental concerns, and theft risk for moving to sell, source: https://twitter.com/danheld/status/1997727580661944507 The tweet confirms a BTC-denominated asking price but provides no USD quote, buyer details, or on-chain transaction hash, so there is no verifiable settlement data at this time, source: https://twitter.com/danheld/status/1997727580661944507 For pricing context and unit clarity, 0.3 BTC equals 30,000,000 satoshis under the Bitcoin unit definition, source: https://bitcoin.org/en/glossary/satoshi For traders monitoring real-world Bitcoin usage, this is a concrete example of a peer-to-peer asset listing priced in BTC during December 2025, which can be tracked as a data point for BTC-denominated commerce, source: https://twitter.com/danheld/status/1997727580661944507

According to @danheld, Bloomberg is still publishing Bitcoin Tulip Bubble narratives in 2025, which he called embarrassing (source: Dan Held on X, Dec 6, 2025). The post offers no price levels, links, or trading metrics, so traders should treat it as a sentiment headline regarding BTC and monitor news-cycle timing rather than technical signals (source: Dan Held on X, Dec 6, 2025).

According to @danheld, Bitcoin equals sovereignty over money and guns equal sovereignty over the body, explicitly framing BTC within a self-sovereignty narrative (source: @danheld on X, Nov 28, 2025). According to @danheld, this statement presents an ideological positioning rather than market data, offering sentiment context that traders can note when assessing Bitcoin narratives (source: @danheld on X, Nov 28, 2025).

According to @danheld, he posted a Thanksgiving-themed prompt asking What's your Bitcoin pitch? on November 27, 2025, inviting community replies, source: @danheld on X, November 27, 2025. This is a social engagement thread with no price, policy, or technical updates included, offering no direct trading signal, source: @danheld on X, November 27, 2025. Traders tracking BTC can treat it as sentiment-focused conversation only, with no new fundamental data provided in the post, source: @danheld on X, November 27, 2025.

According to @danheld, traders didn’t need to buy equity in companies holding large Bitcoin treasuries; direct BTC exposure delivers the intended asset beta without corporate idiosyncratic risk (source: @danheld tweet on Nov 25, 2025). For pure Bitcoin exposure, spot BTC or U.S. spot Bitcoin ETFs provide regulated, high-liquidity access and tighter price tracking than operating-company equities, which embed leverage, dilution, and business risk that can materially diverge from BTC performance (source: U.S. SEC approval of spot Bitcoin ETFs on Jan 10, 2024; ETF issuer prospectuses such as iShares Bitcoin Trust and Fidelity Wise Origin Bitcoin Fund; MicroStrategy Inc. 10-K/10-Q disclosures on debt-financed BTC purchases). Proxy equities like MicroStrategy (MSTR) can amplify upside and downside due to convertible debt and at-the-market share issuance, creating tracking error relative to BTC that is not present in spot holdings or spot ETFs (source: MicroStrategy Inc. SEC filings detailing BTC treasury strategy, convertible notes, and equity issuance programs). For instrument selection, traders should compare tracking error versus BTC, liquidity and bid-ask spreads, management fees for spot ETFs that are generally below 1%, and futures financing costs and basis dynamics on CME Bitcoin futures before choosing exposure (source: ETF sponsor prospectuses; CME Group Bitcoin futures contract specifications and market data). If the goal is Bitcoin beta with minimized non-BTC risks, direct BTC or spot ETF exposure aligns more closely with @danheld’s guidance than buying “Bitcoin treasury” company stocks (source: @danheld tweet; U.S. SEC spot ETF approvals; issuer and corporate filings).

According to @danheld, he posted the statement “Bitcoin isn’t MySpace” on X on Nov 24, 2025, without any accompanying price levels, on-chain metrics, or timeframes, indicating the message is qualitative sentiment rather than quantitative guidance; source: https://twitter.com/danheld/status/1992990384771961305 For trading purposes, the post provides no verifiable inputs such as support or resistance levels, funding rates, ETF flow data, or exchange volumes, so it should be treated as sentiment only and not a standalone trading signal; source: https://twitter.com/danheld/status/1992990384771961305 No direct impact on BTC supply-demand metrics can be derived from this post alone, and no trading recommendation or risk parameters were included by the author; source: https://twitter.com/danheld/status/1992990384771961305

According to @danheld, X Community Notes are corrupted, alleging Cardano ADA bots or shills added false notes to his post and that the linked article in those notes does not validate the bullet-point claims, source: Dan Held on X, Nov 23, 2025. The post specifically calls out ADA-related narratives on X and centers on the reliability of citations embedded in Community Notes, source: Dan Held on X, Nov 23, 2025. The post provides no price action, on-chain data, or independent evidence to quantify market impact, which limits immediate trading conclusions from this single data point, source: Dan Held on X, Nov 23, 2025.

According to @danheld, a post on X alleges that someone vibe coded a hack that brought down the Cardano blockchain on Nov 22, 2025. Source: Dan Held on X, Nov 22, 2025. The post provides no technical details, on-chain evidence, or links to official Cardano communications, leaving the claim uncorroborated within the post itself at the time of publication. Source: Dan Held on X, Nov 22, 2025. Given the single-source nature of this headline, any market reaction in ADA spot and derivatives would be based on sentiment until official confirmation or refutation emerges. Source: Dan Held on X, Nov 22, 2025.

According to Dan Held, Bitcoin's long-term value remains intact and there is no new FUD, framing the latest volatility as a sentiment event rather than a new fundamental shock. Source: Dan Held on X https://twitter.com/danheld/status/1991906179987955854 He states the market has endured darker periods and reiterates a patient BTC holding stance, highlighting implications for trading psychology and risk control. Source: Dan Held on X https://twitter.com/danheld/status/1991906179987955854 This is a sentiment signal from a 13-year participant and not new on-chain or macro data, so it should be treated as confidence guidance rather than a direct trading catalyst. Source: Dan Held on X https://twitter.com/danheld/status/1991906179987955854

According to @danheld, Kraken is "super undervalued" and has sustained revenue and profitability for over a decade, signaling operational resilience relative to many crypto firms that fail to maintain long-term profitability; source: @danheld on X, Nov 19, 2025. For traders, this perspective highlights longevity and profitability as key inputs for counterparty risk assessment and venue selection in the centralized-exchange segment, potentially informing how capital is allocated across trading platforms; source: @danheld on X, Nov 19, 2025.

According to @danheld, he has reached 800,000 Twitter followers, highlighting expanded influence among Bitcoin retail audiences, source: Dan Held on Twitter. For traders, peer-reviewed research finds that increases in social media attention and word-of-mouth correlate with higher BTC trading volumes and subsequent returns, indicating influencer-driven engagement can precede volatility, sources: Kristoufek 2013 Scientific Reports; Garcia, Tessone, Mavrodiev, Perony 2014 Journal of the Royal Society Interface. Monitoring follower growth and engagement for prominent Bitcoin voices can serve as an early sentiment signal to time BTC liquidity and momentum shifts, sources: Kristoufek 2013 Scientific Reports; Garcia et al. 2014 Journal of the Royal Society Interface.

According to @danheld, Bitcoin could flip gold at 1.3 million dollars per BTC, signaling a strongly bullish sentiment from a prominent industry voice, source: @danheld on X. World Gold Council estimates above‑ground gold value around 13 to 15 trillion dollars, and Bitcoin’s circulating supply is near 19.5 million with a hard cap of 21 million, source: World Gold Council and Blockchain.com plus the Bitcoin whitepaper. Using the standard market capitalization formula, parity with gold would require roughly 670,000 to 770,000 dollars per BTC, while 1.3 million dollars per BTC implies an approximate 25 trillion dollar Bitcoin market cap that would exceed gold’s value band, source: Investopedia for market cap definition, calculations based on World Gold Council and Blockchain.com data. For traders, the gold‑parity band offers a measurable long‑term valuation anchor for monitoring the BTC versus gold relationship and framing risk and position sizing around macro targets, source: Investopedia on ratio analysis and valuation anchors.

According to @danheld, NYC crypto energy is 1,000% better than SF, indicating a stronger perceived community momentum in New York than San Francisco; source: https://twitter.com/danheld/status/1987579756708020689. Traders can log this as a location-based sentiment datapoint and prioritize monitoring NYC-origin events, networking, and announcements for potential catalysts; source: https://twitter.com/danheld/status/1987579756708020689. No quantitative market impact or asset-specific details were provided in the statement; source: https://twitter.com/danheld/status/1987579756708020689.

According to @danheld, the current debate is framed as those who understand Bitcoin and computers versus Bitcoin Knots supporters, signaling a community rift rather than a specific technical change, source: Dan Held on X, Oct 12, 2025. The post provides no details on BTC price, node release notes, fee policy, or protocol proposals, meaning it is sentiment commentary without disclosed fundamentals to act on, source: Dan Held on X, Oct 12, 2025. For BTC traders, this indicates monitoring market sentiment and any follow-up statements from node client maintainers before repositioning, as this post alone does not announce any change to Bitcoin’s rules or throughput, source: Dan Held on X, Oct 12, 2025.

According to @danheld, Bitcoin block space has been full of 'spam' since inception, and transaction fees act as the network’s spam filters (source: @danheld on X, Oct 8, 2025). For traders, this frames fee spikes as congestion signals; monitor sat/vByte fee rates and the mempool backlog when timing BTC deposits, withdrawals, and on-chain arbitrage (source: @danheld on X, Oct 8, 2025). Operationally, budget for higher on-chain costs during peak demand and target lower-fee windows to reduce slippage when moving BTC to and from exchanges (source: @danheld on X, Oct 8, 2025).

According to @danheld, Bitcoin (BTC) just broke a new all-time high, signaling a fresh breakout in BTC price action; source: @danheld on X, Oct 5, 2025. The post’s call to strap on your moon boots reflects a strongly bullish sentiment from the author; source: @danheld on X, Oct 5, 2025.