According to @MilkRoadDaily, David Bailey argues that BTC’s risk-reward remains the best in crypto and flags ETFs plus politics as the tipping point traders should monitor for directional flows and volatility, source: @MilkRoadDaily. He contextualizes upside with the statement that at 1,000,000 dollars per BTC, Bitcoin would be a 21 trillion dollar asset, framing the long-term thesis rather than a short-term target, source: @MilkRoadDaily. The discussion highlights concrete trading catalysts: Bitcoin ETF developments, the rise of BTC treasury companies, the early build-out of Bitcoin-focused banks, and the possibility of sovereign or central bank participation being a future driver, source: @MilkRoadDaily. It contrasts exposure paths by weighing ETF ownership versus direct BTC on corporate treasuries and outlines risk management for BTC treasuries as a core theme for capital allocators, source: @MilkRoadDaily. Time-coded sections cover market outlook, cycle dynamics, bear market changes, ETF and political catalysts, Bitcoin as a belief system, Figure Markets, KGeN, and managing BTC treasury risk, giving traders focused areas for due diligence and headline tracking, source: @MilkRoadDaily.

According to @rovercrc, the Philippines Government has proposed a 10,000 BTC strategic reserve with a 20-year lockup, valued at about $1.12 billion at the time of posting; source: @rovercrc on X, Aug 25, 2025. According to @rovercrc, the stated 20-year lockup implies long-term coin immobilization that traders track for potential supply impact; source: @rovercrc on X, Aug 25, 2025. According to @rovercrc, no supporting official documentation was included in the post, so market participants may monitor for formal confirmation before positioning; source: @rovercrc on X, Aug 25, 2025.

According to @rovercrc, El Salvador’s Bitcoin (BTC) holdings now exceed $750,000,000 as of August 13, 2025, presented as a breaking update (source: @rovercrc on X, Aug 13, 2025). The post does not include wallet addresses, on-chain evidence, or an official government link, so the figure is not independently verified within the post itself, a detail traders should note when assessing headline-driven BTC risk and positioning (source: @rovercrc on X, Aug 13, 2025).