Samson Mow's Insights on Privacy Coins Versus Bitcoin as a Store of Value: Trading Implications for Crypto Investors

In a recent tweet dated November 16, 2025, Samson Mow, known as @Excellion, shared a compelling perspective on the role of privacy in cryptocurrencies, emphasizing that privacy should not be confused with a reliable store of value. According to Mow, privacy is merely a feature, akin to other altcoin innovations like world computing, larger blocks, or faster transactions. He recalls how alternative cryptocurrencies, or alts, were once dubbed 'feature coins' before gaining less favorable labels. Mow argues that users should acquire privacy features only when needed for transactions, rather than hoarding privacy coins as investments. This viewpoint challenges the narrative around privacy-focused tokens, suggesting they are not ideal for long-term value storage. For traders, this insight underscores the importance of distinguishing between utility-driven assets and those with proven store-of-value properties, potentially influencing strategies in volatile crypto markets where Bitcoin often serves as the benchmark.

Mow illustrates his point with a relatable analogy: buying a bus pass for discounted rides. While one might purchase a monthly pass for convenience, investing in 100,000 bus passes as a store of value would be illogical. Similarly, he posits that expecting mass adoption to drive up the price of privacy coins beyond Bitcoin's value is unrealistic. Instead, Mow recommends storing value in Bitcoin and swapping into privacy coins like Monero (XMR) or Zcash (ZEC) only when transactional privacy is required. From a trading perspective, this advice aligns with current market dynamics, where Bitcoin's dominance often correlates with altcoin underperformance during bearish phases. Traders could leverage this by monitoring BTC dominance indices, which have historically risen above 50% during market corrections, signaling opportunities to accumulate BTC while reducing exposure to feature-specific alts. Without real-time data, sentiment analysis from sources like on-chain metrics indicates that Bitcoin's network hash rate and transaction volumes remain robust, supporting its store-of-value thesis amid fluctuating altcoin hype.

Trading Strategies: Navigating Privacy Coin Volatility with Bitcoin as Anchor

Delving deeper into trading opportunities, Mow's commentary highlights the ephemeral nature of privacy as a feature, which is 'sporadically needed' and can be 'batchable.' This suggests that privacy coins may experience demand spikes during regulatory crackdowns or privacy-focused events, but lack the consistent demand that bolsters Bitcoin's price stability. For instance, historical data shows Monero's price surging during periods of increased scrutiny on traceable transactions, yet it often fails to sustain gains against BTC. Traders might consider pair trading strategies, such as longing BTC/USD while shorting XMR/BTC, especially when privacy coin premiums inflate due to short-term news catalysts. Market indicators like the relative strength index (RSI) for XMR have shown overbought conditions in past rallies, providing entry points for contrarian plays. Institutional flows further validate Mow's stance; reports from analysts note that major funds allocate predominantly to Bitcoin ETFs, with minimal exposure to privacy tokens due to compliance concerns. This creates a risk-reward imbalance, where privacy coins offer high volatility for swing trades but pose liquidation risks in downturns.

Broadening the analysis, Mow's advice encourages a modular approach to crypto portfolios: hold Bitcoin for value preservation and utilize swaps via decentralized exchanges for on-demand features. This strategy mitigates opportunity costs associated with pre-buying altcoins, as seen in past cycles where altcoin seasons followed Bitcoin halvings. For example, post-2024 halving, Bitcoin's price appreciated significantly, while many feature coins lagged. Traders can optimize by tracking on-chain metrics such as Bitcoin's realized capitalization, which has exceeded $500 billion in recent estimates, reinforcing its scarcity-driven value. In contrast, privacy coins like DASH have seen declining trading volumes, suggesting waning interest. To capitalize, investors might employ dollar-cost averaging into BTC during dips, using tools like moving averages to identify support levels around $60,000. Overall, Mow's perspective fosters disciplined trading, prioritizing Bitcoin's fundamentals over speculative features, which could enhance long-term returns in an evolving crypto landscape.

Exploring cross-market correlations, this narrative ties into broader trends where stock market volatility influences crypto sentiment. For instance, if equities face downturns due to economic uncertainty, Bitcoin often acts as a safe haven, drawing inflows away from riskier alts. AI-related developments, such as advancements in privacy-preserving computations, could indirectly boost tokens like ZEC, but Mow's view cautions against over-allocation. Traders should monitor correlations between BTC and indices like the S&P 500, where negative divergences signal potential altcoin sell-offs. In summary, embracing Mow's insights promotes a Bitcoin-centric strategy, blending fundamental analysis with technical indicators for informed trading decisions. This approach not only aligns with SEO-optimized searches for 'Bitcoin store of value trading strategies' but also provides actionable insights for navigating privacy coin markets effectively.