According to @Excellion, ongoing discoveries of new gold deposits make chart-drawn BTC support warnings look overstated, signaling the market is still early in understanding Bitcoin’s scarcity-driven trade; source: Samson Mow on X, Oct 18, 2025. Bitcoin’s maximum supply is fixed at 21 million, while gold supply expands with new finds and mining output, reinforcing a long-horizon accumulation framework for BTC during volatility; source: Bitcoin.org and the Bitcoin whitepaper; source: World Gold Council publications on mine production. For trading, this view favors prioritizing spot exposure and disciplined dollar-cost averaging on drawdowns over reactive selling on every support break, with predefined risk controls to manage volatility; source: analysis derived from Samson Mow on X and risk management guidance from CME Group education resources. To validate supply-side tailwinds during pullbacks, monitor BTC exchange balances and miner issuance versus flows, as declining exchange balances and predictable issuance reductions post-halving can temper near-term sell pressure; source: Glassnode Research metrics and the Bitcoin protocol halving schedule on Bitcoin.org.

According to @rovercrc, the trading thesis contrasts Bitcoin’s fixed 21,000,000 BTC cap with elastic fiat supply, highlighting a long-term scarcity case for BTC positioning (source: Bitcoin.org Developer Guide; Board of Governors of the Federal Reserve System). Bitcoin’s supply is programmatically capped at 21 million and the block subsidy fell to 3.125 BTC per block after the April 2024 halving, reducing new issuance and net supply growth (source: Bitcoin.org Developer Guide). Major fiat currencies such as USD have no predetermined maximum supply; central banks can expand the monetary base via tools like open market operations and quantitative easing during policy easing cycles (source: Federal Reserve Education; Federal Reserve Bank of St. Louis). For traders, the declining BTC issuance relative to expandable fiat supply is frequently cited in institutional allocation frameworks as a scarcity-driven rationale, while acknowledging BTC’s high volatility and macro liquidity sensitivity (source: Fidelity Digital Assets research; Federal Reserve research on liquidity conditions).