According to @MilkRoadDaily, the post highlights how much Bitcoin (BTC) $110,000 buys today versus one month ago, drawing attention to the month-over-month shift in BTC purchasing power that traders should quantify before reallocating capital (source: @MilkRoadDaily on X, Oct 11, 2025). To measure it precisely, divide 110,000 by the BTCUSD daily close from 30 days ago and by the current spot to compare BTC units, using the CME CF Bitcoin Reference Rate for the prior close and a major spot venue quote like Coinbase BTC-USD or Binance BTCUSDT for live price to avoid noise and ensure consistency (sources: CME Group CF Bitcoin Reference Rate; Coinbase BTC-USD spot feed; Binance BTCUSDT spot feed). If today’s spot is higher than the 30-day-ago close the same $110,000 buys fewer BTC units, and if lower it buys more BTC units, a direct signal of positive or negative month-over-month performance for a fixed-dollar allocation that maps to USD PnL when revalued at current spot (sources: @MilkRoadDaily on X, Oct 11, 2025; CME Group CF Bitcoin Reference Rate; Coinbase BTC-USD spot feed).

According to @Excellion, new FOMO investors should prioritize identifying potential high-risk bad actors similar to SBF, Do Kwon, and Faketoshi instead of relying on technical analysis, as a practical risk screen for crypto trading. Source: @Excellion on X on Oct 4, 2025 https://twitter.com/Excellion/status/1974280588183117980 He sets a two-week deadline for this assessment, after which the default action he recommends is to buy spot Bitcoin BTC, move it to cold storage, and disengage from online noise. Source: @Excellion on X on Oct 4, 2025 https://twitter.com/Excellion/status/1974280588183117980 Trading takeaway: when due diligence cannot be completed quickly with confidence, de-risk by defaulting to self-custodied spot Bitcoin BTC rather than pursuing speculative strategies. Source: @Excellion on X on Oct 4, 2025 https://twitter.com/Excellion/status/1974280588183117980

According to Eric Balchunas, Bitcoin ETFs have shattered all previous flow records, driven by their extremely low trading fees of just 1-3 basis points, making them significantly cheaper than other investment options (source: Eric Balchunas, Twitter, May 16, 2025). However, ETF investors do not have direct access to use the underlying BTC, which may affect arbitrage strategies and demand for spot Bitcoin. This trend is crucial for traders, as it highlights a shift in institutional and retail capital towards ETFs, potentially influencing spot market liquidity and Bitcoin price dynamics.