According to @Andre_Dragosch, Bitcoin is described as “so mispriced right now,” echoing a post by Sven Henrich (@NorthmanTrader) that highlights a perceived dislocation between BTC and the S&P 500 (SPX) on Dec 5, 2025, which he shared on X (source: @Andre_Dragosch on X, Dec 5, 2025; source: @NorthmanTrader on X, Dec 5, 2025). The post explicitly references BTC and SPX but does not provide supporting price levels, spreads, or quantitative metrics, indicating a qualitative market call rather than a disclosed model or trade setup (source: @Andre_Dragosch on X, Dec 5, 2025; source: @NorthmanTrader on X, Dec 5, 2025).

According to @Andre_Dragosch, Bitcoin’s network security is not the near-term weak point; the main quantum risk is to legacy wallets with exposed public keys that could be derived via Shor’s algorithm once sufficiently powerful hardware exists, not via brute-force of private keys, which is infeasible today, source: @Andre_Dragosch on X. For context, Google’s Willow system has 105 physical qubits, while breaking Bitcoin’s ECC would likely require roughly 5,000–10,000 logical qubits, implying hundreds of thousands to millions of physical qubits, placing the threat multiple engineering breakthroughs away, source: @Andre_Dragosch on X. Bitcoin’s network currently runs at about 1 zettahash per second, vastly beyond the reach of current quantum machines and expected capabilities in the foreseeable future, reinforcing low network-level risk for traders, source: @Andre_Dragosch on X. The concentrated exposure lies in older addresses: estimates suggest 4.5M+ BTC sit in dormant wallets that may never upgrade to quantum-resistant signatures, and a forced migration or sudden movement of these coins could create material sell pressure, source: @Andre_Dragosch on X. Timeline opinions vary widely, with ranges cited as 2029, around a 20% chance by 2030, and 2045–2065, highlighting uncertainty but also time for Bitcoin to implement quantum-safe BIPs and coordinate upgrades, source: @Andre_Dragosch on X citing @caprioleio, @VitalikButerin, and @adam3us. For trading strategy, the takeaway is low near-term quantum risk to BTC’s consensus while monitoring on-chain activity of Satoshi-era and other legacy wallets for unusual spending that could signal supply overhang, plus tracking progress on quantum-resistant BIPs as a mitigating catalyst, source: @Andre_Dragosch on X. Traditional finance may face quantum risk earlier due to widespread RSA/ECC usage in authentication and interbank communications, which, if compromised, could shift relative risk perceptions and support BTC’s digital bearer asset narrative, source: @Andre_Dragosch on X.

According to @Andre_Dragosch, a 60-minute live session titled The Bitcoin Macro Investor will focus on BTC’s 2026 repricing setup, liquidity shifts, and institutional flows, with the access link provided in the comments, source: @Andre_Dragosch on X, Dec 3, 2025. According to @Andre_Dragosch, the announcement notes the session is for professionals only, is not investment advice, and that capital is at risk, underscoring trading-oriented macro content for BTC, source: @Andre_Dragosch on X, Dec 3, 2025.

According to @Andre_Dragosch, tens of thousands of US wealth advisors have been unleashed to promote Bitcoin ETFs starting today, which he characterizes as a highly bullish catalyst for BTC and the ETF market structure (source: @Andre_Dragosch, Dec 2, 2025). The post does not provide an official announcement or independent confirmation, but explicitly signals heightened bullish sentiment linked to expanded advisor-led distribution of US Bitcoin ETFs (source: @Andre_Dragosch, Dec 2, 2025).

According to @Andre_Dragosch, the December edition of The Bitcoin Macro Investor will go live tomorrow as a 60-minute session focused on monetary inflections and BTC’s coiled-spring volatility compression, which is positioned for professional allocators managing capital in crypto markets (source: André Dragosch on X, Dec 2, 2025). The live event will feature Bradley Duke and Matt Hougan with audience Q&A, emphasizing practical insights for institutional investors (source: André Dragosch on X, Dec 2, 2025). The announcement reiterates that the session is not investment advice, is intended for professional investors only, and that capital is at risk, with the registration link provided in the comments (source: André Dragosch on X, Dec 2, 2025).

According to @Andre_Dragosch, higher ISM readings likely require higher oil prices, with the move commonly driven by two catalysts: reacceleration in China/India/emerging markets and geopolitics, source: @Andre_Dragosch on X, Dec 2, 2025. According to @Andre_Dragosch, ISM is largely geared to growth in the US shale oil industry, implying traders can monitor WTI/Brent trends, EM growth impulses, and geopolitical risk to anticipate ISM surprises tied to shale activity, source: @Andre_Dragosch on X, Dec 2, 2025.

According to @Andre_Dragosch, he posted the message 'Bitcoin 1 - 0 Vanguard' on X on Dec 2, 2025, without any accompanying data, chart, or link (source: @Andre_Dragosch on X, Dec 2, 2025). According to the source, the post does not specify any event, price level, or catalyst, providing no direct trading signal or actionable parameters for BTC entries, stops, or targets (source: @Andre_Dragosch on X, Dec 2, 2025). According to the source, this is a qualitative remark only, so traders would need additional verified information before making decisions based on this post alone (source: @Andre_Dragosch on X, Dec 2, 2025).

According to André Dragosch on X (Dec 2, 2025), Bitwise’s new report indicates Bitcoin is trading deeply below its macro-implied fair value, highlighting a significant undervaluation signal for BTC traders (Source: André Dragosch on X). The same post states the setup heading into 2026 is stronger than headlines suggest, implying a favorable long-term risk-reward backdrop for positioning and accumulation strategies (Source: André Dragosch on X). Bitwise Europe shared the report link, underscoring institutional research support behind the mispricing thesis that traders can use to reassess exposure and hedging frameworks into 2026 (Source: Bitwise Europe on X).

According to @Andre_Dragosch, an issuer has a USD reserve of $1.44 billion earmarked to pay preferred stock dividends and interest on outstanding indebtedness, source: @Andre_Dragosch on X, Dec 1, 2025. The source states the reserve currently covers 21 months of dividends, implying an explicit dividend coverage runway of roughly 1.75 years for the preferreds based on the disclosed figure, source: @Andre_Dragosch on X, Dec 1, 2025. For trading decisions, the disclosed reserve size and 21-month dividend coverage are direct inputs for evaluating near-term preferred dividend obligations and debt-service support for the issuer’s capital structure, derived from the source figures, source: @Andre_Dragosch on X, Dec 1, 2025.

According to @Andre_Dragosch, MSTR is attempting an early-morning bounce in today's trading; source: X post by @Andre_Dragosch on Dec 1, 2025. The post also references an X link by Michael Saylor; source: the URL included in @Andre_Dragosch's X post on Dec 1, 2025.

According to @Andre_Dragosch, CME Bitcoin futures show a positive price gap around $92,000 on BTC, a specific level he publicly highlighted on Dec 1, 2025 (Source: @Andre_Dragosch on X, Dec 1, 2025). He did not provide additional context on timeframe or contract month in the post, indicating only that a positive CME gap exists near this level (Source: @Andre_Dragosch on X, Dec 1, 2025).

According to @Andre_Dragosch, despite the overnight sell-off, the intraday sentiment indicator shows no renewed deterioration, indicating sentiment remained stable during the session. Source: André Dragosch on X on Dec 1, 2025: https://twitter.com/Andre_Dragosch/status/1995390896716866035 According to @Andre_Dragosch, there was no new intraday bearish sentiment signal triggered today based on this indicator. Source: André Dragosch on X on Dec 1, 2025: https://twitter.com/Andre_Dragosch/status/1995390896716866035

According to @Andre_Dragosch, the in-house Cryptoasset Sentiment Index reversed higher from last week’s oversold reading and now signals neutral sentiment as of Dec 1, 2025 (source: @Andre_Dragosch, X, Dec 1, 2025). For traders tracking this gauge, the shift means the index no longer indicates an oversold condition and currently shows neither bullish nor bearish bias, establishing a neutral risk backdrop per the latest reading (source: @Andre_Dragosch, X, Dec 1, 2025). Until a new extreme is recorded, the index itself does not provide an oversold-based contrarian signal, so positioning and risk management can reflect a neutral sentiment regime based on this metric alone (source: @Andre_Dragosch, X, Dec 1, 2025).

According to Andre Dragosch, chatter that China will ban Bitcoin has resurfaced and is characterized as FUD rather than a new policy announcement, source: Andre Dragosch on X. The post cites no fresh regulatory documents or official statements, indicating the narrative is sentiment-driven at this time, source: Andre Dragosch on X. This flags headline risk around BTC for traders monitoring sentiment shifts during the current news cycle, source: Andre Dragosch on X.

According to @Andre_Dragosch, Bitcoin BTC is currently pricing in a recessionary environment, highlighting a macro risk regime framing for BTC. Source: @Andre_Dragosch on X. According to @Andre_Dragosch, the post explicitly references a macro update by The Kobeissi Letter on X as contextual support for the recession signal. Source: @Andre_Dragosch on X. According to @Andre_Dragosch, traders should frame near term BTC risk assessment around recession linked macro headlines and risk appetite shifts implied by this characterization. Source: @Andre_Dragosch on X.

According to @Andre_Dragosch, the retweet only contains an emoji and a link without any prices, metrics, or fundamentals, so no tradeable crypto market signal can be derived from the provided content. Source: X post by @Andre_Dragosch on Nov 29, 2025. Traders should wait for the underlying post or primary data to be available and verified before entering positions to avoid headline-driven whipsaws. Source: X post by @Andre_Dragosch on Nov 29, 2025.

According to @Andre_Dragosch, he announced a Black Friday release of Exponential Gold – An Institutional Investor’s Guide for Bitcoin and Cryptoassets with an Amazon access link via exponential-gold.com, source: @Andre_Dragosch on X and exponential-gold.com. The post states the guide targets institutional investors focused on Bitcoin (BTC) and cryptoassets and provides a direct purchase pathway, with no market data, performance metrics, or allocation details disclosed, source: @Andre_Dragosch on X. For trading relevance, the update confirms availability and sales channel information only, indicating resource access for institutional strategy research without adding immediate price signals, source: @Andre_Dragosch on X and exponential-gold.com.

According to @Andre_Dragosch, TSLA uniquely bundles autonomous driving, robotics, AI, and bitcoin (BTC) exposure within a single stock, offering a consolidated multi-theme vehicle for traders (source: @Andre_Dragosch on X, Nov 28, 2025). According to @Andre_Dragosch, this positioning can make TSLA function as an equity proxy for BTC-linked narratives while simultaneously tracking AI and autonomy catalysts, a relevant angle for cross-asset crypto strategies (source: @Andre_Dragosch on X, Nov 28, 2025).

According to @Andre_Dragosch, larger pockets of potential BTC short liquidations are concentrated at the 97k-99k zone on Hyperliquid, highlighting a key short-squeeze trigger area for traders; source: @Andre_Dragosch on X citing Hyperliquid liquidation levels (Nov 28, 2025). He states that if price reaches this zone, BTC could quickly jump toward 100k as shorts are forced to cover; source: @Andre_Dragosch on X (Nov 28, 2025). The shared chart maps BTC long and short liquidation levels on Hyperliquid, underscoring the 97k-99k band as a liquidity pocket; source: @Andre_Dragosch on X citing Hyperliquid (Nov 28, 2025).

According to @Andre_Dragosch, a final webinar of the year next week will break down the full macro model, Bitcoin’s growth-pricing signal, and the setup heading into 2026 with participation from @Matt_Hougan and @BradleyDukeBTC (source: @Andre_Dragosch on X, Nov 28, 2025). Registration is available at bitwise.clickmeeting.com/bitcoin-macro-investor/register for those seeking trading-relevant insights into BTC’s macro drivers and positioning into 2026 (source: @Andre_Dragosch on X, Nov 28, 2025; source: bitwise.clickmeeting.com/bitcoin-macro-investor/register).