According to @ItsDave_ADA, institutions are allocating billions to digital assets without fixed supply caps, leading to continuous supply growth he equates with fiat-style debasement. source: @ItsDave_ADA He argues a hard supply cap is essential to the sound money and store-of-value thesis and cites Bitcoin BTC and Cardano ADA as hard-capped examples. source: @ItsDave_ADA For trading, investors who align with this view may tilt toward capped-supply assets like BTC and ADA and track relative strength and flows versus inflationary tokens when the store-of-value narrative dominates. source: @ItsDave_ADA Risk note: this supply-driven framework differs from strategies that prioritize utility or yield, so allocation decisions should explicitly reflect the hard-cap thesis. source: @ItsDave_ADA

According to @Excellion, some companies are purchasing inflationary pre-mined ICO tokens for their treasuries rather than Bitcoin BTC, indicating differing allocation choices at the corporate level. Source: @Excellion on X, August 14, 2025. The post does not identify the companies or the specific tokens involved, so no immediate ticker-level flows or sizing can be verified from this statement. Source: @Excellion on X, August 14, 2025. For trading context, Bitcoin’s supply is capped at 21 million, whereas inflationary tokens have ongoing issuance, a structural difference relevant when assessing asset scarcity versus dilution. Source: Bitcoin.org; @Excellion on X, August 14, 2025. Traders monitoring potential demand shifts between BTC and ICO tokens should review corporate disclosures and treasury updates to confirm any allocations before positioning. Source: @Excellion on X, August 14, 2025.