According to @ki_young_ju on X on Dec 1, 2025, selling Bitcoin below 1x mNAV could benefit MicroStrategy (MSTR) shareholders but would hurt Bitcoin, indicating negative price impact risk for BTC. According to @ki_young_ju on X on Dec 1, 2025, the 1x mNAV level is the key threshold traders should watch when assessing potential MSTR-related BTC supply overhang. According to @ki_young_ju on X on Dec 1, 2025, sub-mNAV sales are unfavorable for Bitcoin’s market health even if they support MSTR equity, suggesting caution around BTC exposure if this condition emerges.

According to @EmberCN, a whale that loop-borrowed to accumulate about $263 million in WBTC and ETH roughly three months ago is now nearing liquidation on Aave as prices fall, source: @EmberCN on X; DeBank profile debank.com/profile/0x4ed0b41dff79e0e53a054903873899bc32abc853. Four hours ago the address sold 1,316.8 ETH for 4.017 million USDT to repay debt, source: @EmberCN on X; DeBank profile debank.com/profile/0x4ed0b41dff79e0e53a054903873899bc32abc853. The position still carries $146 million in USDT debt on Aave with a health factor of 1.05, meaning a further 5 percent drop in BTC and ETH without more deleveraging would trigger forced collateral sales, source: @EmberCN on X. Entry prices were WBTC 116,762 and ETH 4,415, implying an unrealized loss of about $65.49 million, source: @EmberCN on X. Traders can monitor repayments and health factor changes at the DeBank address to gauge liquidation risk and potential order flow pressure on WBTC, BTC, and ETH, source: DeBank profile debank.com/profile/0x4ed0b41dff79e0e53a054903873899bc32abc853; @EmberCN on X.

According to @caprioleio, Bitcoin needs a concrete target timeline for implementing quantum-safe protections even if he disagrees with the calculation method behind the proposed target, because a clear milestone provides critical execution focus for the network and stakeholders, source: @caprioleio on X, Nov 6, 2025, https://x.com/caprioleio/status/1985936887941648513. He warns that if Bitcoin has not solved its quantum vulnerability by the referenced target, the market could face severe downside, implying material tail risk to BTC price and long-duration holdings, source: @caprioleio on X, Nov 6, 2025, https://x.com/caprioleio/status/1985936887941648513. The post indicates a debated methodology behind the target but underscores the need for a visual milestone, framing quantum readiness as a key risk factor traders should monitor in BTC’s long-term thesis, source: @caprioleio on X, Nov 6, 2025, https://x.com/caprioleio/status/1985936887941648513.

According to The Data Nerd (@OnchainDataNerd), trader JamesWynnReal has entered a 40x leveraged long position on Bitcoin (BTC) at an entry price of $105,890, with a liquidation price set at $104,580 (source: Twitter). This aggressive leverage exposes the position to significant risk, as even a minor downward move could trigger liquidation. Traders are closely monitoring this address on hypurrscan.io for potential liquidation events, which could increase short-term volatility in the BTC market. The high leverage and tight liquidation margin signal heightened risk appetite, and any forced liquidation could impact market liquidity and order book depth (source: The Data Nerd, Twitter).