According to @stonecoldpat0, objective system analysis yields three trading-relevant takeaways: rollups compete with Web2-scale services for throughput and UX, the Lightning Network is best viewed as a routing network rather than a retail payments rail, and EVM smart contracts offer broader programmability than Bitcoin Script; source: @stonecoldpat0 on X, Dec 5, 2025. This framing directs traders to prioritize EVM and rollup narratives linked to ETH versus BTC payment narratives tied to Lightning when evaluating market momentum and narrative rotation; source: @stonecoldpat0.

According to @Excellion, proposing to introduce or reintroduce multiple Bitcoin OP codes is poorly timed while there is uproar over changes being pushed without general agreement. Source: https://twitter.com/Excellion/status/1972358648522584096 He references a post by Byron Hambly discussing OP code proposals, underscoring active debate around Bitcoin Script changes. Source: https://x.com/byronhambly/status/1971931352800154076 This highlights a governance dispute around the Bitcoin upgrade process, which is a key headline for traders tracking BTC sentiment. Source: https://twitter.com/Excellion/status/1972358648522584096