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Swan Signal Live â Episode Recap (May 17, 2025)
đ Bitcoin Hits $111K â âWe Are So Backâ
Title: âAll-Time High Week: Bitcoin Blasts to $111K, LBE Stocks Surge, and the Debt Train Rolls Onâ
Guests: Brady Swenson, Alex Stanczyk, Steven Lubka, John Haar (Swan Private)After a five-month wait since January, Bitcoin breaks through to a new all-time high of $111K.
Optimism surges among the Swan Private team as they reflect on the market momentum and macro backdrop.
Traditional markets remain volatile amid tariffs and economic uncertainty, but Bitcoin shines.
đŒ Meta Planet & The LBE Stock CrazeMeta Planet stock surges over 100% in a day, only to drop ~50% the next.
Discussion focuses on the new trend of Leveraged Bitcoin Equity (LBE) stocks:
High volatility
Small float
Potential for massive upsideâbut also high risk
Advice: Stick with Bitcoin as your core holding; allocate cautiously to LBE stocks if desired, and buy-and-hold long term is still the best strategy.
đ§ BTC in DC & The Importance of Policy EngagementUpdate on BTC in DCâSwan is working with George Washington Institute to host a unique policy-focused Bitcoin conference in D.C.
Emphasis on realpolitik: âYou can hate politics, but policy will impact Bitcoin adoption.â
Bitcoin values (sovereignty, decentralization) must be reconciled with pragmatic policymaking to enable mass adoption.
đ Institutional Capital Flows into BitcoinUTXO Management + Bitwise estimate $425 billion in institutional Bitcoin inflows by end of 2026.
Segments include public companies, wealth management platforms, sovereign wealth funds, and U.S. states.
Public companies like MicroStrategy and Meta Planet leading the charge; next phase could include giants like SoftBank, Strive, and Tether.
đ U.S. Debt: âNothing Stops This TrainâMoodyâs downgrades U.S. debt as deficits grow.
Discussion of the âNothing Stops This Trainâ meme popularized by Lynn Alden and Luke Gromen.
Takeaway: No administration can or will stop the debt spiral.
Both parties share blame.
Spending is up across the board.
Austerity is politically impossible.
Elon's recent capitulation tweet: âRadical productivity is the only way out.â
đž M2 Money Supply & Bitcoin CorrelationGlobal M2 money supply continues to riseâhistorically predictive of Bitcoin price surges.
Bitcoin lagged slightly behind M2 but now appears to be tracking it upward again.
Macro picture: Expansionary policy = bullish for Bitcoin.
đ Texas Strategic Bitcoin Reserve (SBR)Texas passes SB 21, establishing the first major U.S. state Bitcoin reserve.
Allows the Texas comptroller to buy and manage Bitcoinâa milestone in public Bitcoin adoption.
Only assets with $500B+ market cap qualifyâi.e., Bitcoin only.
đ Bitcoin Pizza Day & The Spend/Save DebateCelebrating Laszlo Hanyeczâs historic 10,000 BTC pizza purchaseâthe first real-world BTC transaction.
Debate sparked by Saylorâs tweet that MicroStrategy used USD to buy their Pizza Day pies.
Hosts argue in favor of spending and replacing Bitcoin:
Drives real-world adoption
Signals demand
Reinforces Bitcoinâs use case as money
đȘ Bitcoin vs Gold ETFsBitcoin ETFs crushing gold ETFs in inflows year-over-year.
Despite institutional barriers and late adoption, Bitcoin has seen ~$40B+ inflows vs goldâs ~$1B in year one.
Huge signal of growing demand and conviction.
đŠ JP Morgan CapitulatesJamie Dimon reverses course: JP Morgan will now allow clients to buy Bitcoin.
After years of criticizing BTC, Dimonâs reversal is yet another mainstream surrender to Bitcoinâs inevitability.
đ Call to Actionđ Join Swan Private â Work with experts like Alex, John, and Steven to build generational Bitcoin wealth.
đ€ BTC in DC â Attend the fall policy summit at the Kennedy Center to help shape Bitcoinâs future in public policy.
đ§ Catch Swan Signal Live every Friday at 11 AM PT / 2 PM ET â or subscribe on your favorite podcast app.
âColonizing Mars is easier than stopping the debt train. Buy Bitcoin.â
Swan Private helps HNWI, companies, trusts, and other entities go beyond legacy finance with BItcoin. Learn more at swan.com/private.
Put Bitcoin into your IRA and own your future. Check out swan.com/ira.
Swan Vault makes advanced Bitcoin security simple. Learn more at swan.com/vault.
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1. 500K Bitcoin Predictions & Market Sentiment
The crew discussed the recent wave of bullish sentiment led by industry voices like Adam Back, Bitfinex analysts, and Vibes Capital. Adam Back predicts $500Kâ$1M this cycle, while Vibes Capital cites $100B in anticipated corporate treasury demand plus potential U.S. government Bitcoin buys. With consistent ETF inflows, particularly BlackRockâs IBIT, and support levels holding near $100K, sentiment is peaking.2. Treasury Demand & Speculative Attack Narrative
MicroStrategyâs playbook is now being followed by a growing list of public firms using debt and equity to acquire Bitcoin. The panel emphasized this as a "speculative attack" on fiatâunlocking Bitcoin exposure for capital pools that can't hold spot BTC directly. With more than 500,000 BTC already under corporate control, the race is on.3. Coinbase Hack: $400M Fallout
A major hack at Coinbase leaked sensitive customer data (names, addresses, partial SSNs, balances, and IDs). While no private keys were exposed, the breach raised concerns about platform risk. The team praised Coinbase's $20M bounty offer but reiterated the importance of security hygiene and moving to self-custody solutions like Swan Vault.4. Digital Scarcity & FT Fiasco
Financial Times drew ire for downplaying Bitcoin's innovation, comparing it to teeth. The panel explained how Bitcoin solved digital scarcity using proof-of-work and decentralized consensus. Lynn Aldenâs and Pierre Rochardâs responses underscored the persistent misunderstanding from legacy media.5. Macroeconomics & Treasury Policy
The group reviewed new U.S. spending legislation further widening deficitsâechoing the "Nothing Stops This Train" meme. Tariff-driven inflation, CPI surprises, and Walmartâs price hikes were also covered, with mixed views on future inflation trajectories.6. Global Adoption & Corporate Momentum
Recent sovereign and institutional moves included Chinese and Indian firms acquiring BTC, 21.coâs big buy, and Abu Dhabiâs sovereign fund adding exposure. Meanwhile, Swan's own CIO Ben Workman emphasized the moral and fiduciary pressure mounting on corporate leaders to explore Bitcoin treasuries.Swan Private helps HNWI, companies, trusts, and other entities go beyond legacy finance with BItcoin. Learn more at swan.com/private.
Put Bitcoin into your IRA and own your future. Check out swan.com/ira.
Swan Vault makes advanced Bitcoin security simple. Learn more at swan.com/vault.
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In this high-energy episode, Steven Lubka joins Swan Signal Live to discuss the resurgence of Bitcoin, macroeconomic shifts, and the rise of vibes-driven investing. Bitcoin surged over 30% in the past month, breaking above $103K amid easing U.S.-China trade tensions and a âwait and seeâ stance from the Federal Reserve. Lubka and the hosts break down how Bitcoin is thriving as both a risk-on asset and a safe haven in a volatile economic environment.
They explore the emergence of leveraged Bitcoin equities â with companies like 21.co, Strive, and BTC Inc. launching MicroStrategy-style acquisition vehicles. Michael Saylorâs use of AI for novel financial instruments, including perpetual dividend products, is also highlighted.
State-level Bitcoin adoption accelerates: New Hampshire authorizes a strategic Bitcoin reserve (up to 5% of state funds), Missouri eliminates state capital gains tax (including for Bitcoin), and Arizona passes limited digital asset legislation. Light-hearted moments include celebrating a Villanova grad becoming the new Pope, and Steak ân Shake preparing to accept Bitcoin payments.
From market analysis to memes and sunlight-fueled asset management, the show delivers sharp insights with signature Swan humor and energy.
Macro Environment UpdateBitcoin up over 30% in 30 days, now above $103K.
Fed adopts a âwait and seeâ stance amid tariffs and economic uncertainty.
Signs of de-escalation in US-China trade tensions and emerging UK trade deals.
The market is reacting positively, with Bitcoin outpacing the S&P 500.
Bitcoin as Dual-Threat Asset
Steven highlights Bitcoinâs unique position as both a risk-on growth asset and a hedge against economic upheaval.
Bitcoinâs performance decoupling from traditional equities is becoming more visible.
Rise of Leveraged Bitcoin Equities
Several entities (e.g., Strive, 21.co, BTC Inc.) launching MicroStrategy-style SPACs and Bitcoin acquisition vehicles.
Michael Saylorâs innovative use of AI for financial engineering detailed in a behind-the-scenes segment.
Strategic Bitcoin Reserve Adoption
New Hampshire becomes the first U.S. state to authorize a Bitcoin strategic reserve (up to 5% of state funds).
Missouri scraps state capital gains tax (including on Bitcoin).
Arizonaâs weaker digital assets fund legislation discussed.
Fun & Culture
Celebration of a Villanova grad becoming Pope.
Steak 'n Shake to accept Bitcoin â potential next corporate treasury candidate?
JD Vance announced as speaker at the Bitcoin 2025 Vegas conference.
Steven Lubkaâs upcoming panel: âBitcoin's Intersection of Health, Wealth, and Sunlightâ.
Swan Private helps HNWI, companies, trusts, and other entities go beyond legacy finance with BItcoin. Learn more at swan.com/private.
Put Bitcoin into your IRA and own your future. Check out swan.com/ira.
Swan Vault makes advanced Bitcoin security simple. Learn more at swan.com/vault.
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MicroStrategyâs Vision: A landmark two-hour earnings call revealed MSTRâs intensified strategy, expanding the â21/21 Planâ to a 42/42 Plan, doubling their equity and fixed income issuance goal to $42B each.
Bitcoin Outperforming Tech: BTC has outpaced major tech stocks, decoupling from Nasdaq and S&P 500. The team discusses why Bitcoin is now seen as digital gold, not a speculative tech asset.
The Rise of Bitcoin Treasuries: MSTR's creative debt and equity strategies â including STRIKE and STRIFE â aim to unlock trillions in institutional capital. Saylorâs push for credit ratings could supercharge access to global fixed income markets.
Macro Analysis: John Haar explains why traditional valuations in tech are maxed out, while Bitcoin remains undervalued and insulated from trade tensions and sovereign risk.
Bitcoin as Outside Money: Steven Lubka shares a historical lens on Bitcoin reintroducing the âoutside optionâ â a true escape from politically controlled fiat systems.
Nation-State Game Theory: The panel contemplates how Bitcoin fits into sovereign strategy and why itâs becoming an unavoidable discussion in geopolitics and macroeconomics.
Swan Private helps HNWI, companies, trusts, and other entities go beyond legacy finance with BItcoin. Learn more at swan.com/private.
Put Bitcoin into your IRA and own your future. Check out swan.com/ira.
Swan Vault makes advanced Bitcoin security simple. Learn more at swan.com/vault.
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Main Topics:
This weekâs episode of Swan Signal Live delivers a powerful mix of Bitcoin analysis, macroeconomic insights, and a dose of Swan-inspired creatine meme lore. The team dives into the ongoing âcreatine crazeâ sparked by Brandon Quittem, which made waves even at institutional events like the Bitwise conference. Then it's all businessâBitcoinâs 10K+ weekly price rally is dissected, especially in contrast to traditional markets like the S&P 500, which are still reeling.The conversation intensifies as the hosts break down a pivotal speech by Bessent from the Trump administration on reforming global financial institutions and pushing back against IMF âmission creep.â The big picture? A strategic reordering of the global monetary system with Bitcoin emerging as a vital asset in this uncertain landscape.
Key Insights:
Bitcoin has decoupled meaningfully from traditional assets, outperforming the S&P 500 amid macro turbulence.
The Trump pivotâmarked by a shift from Lutnick to Bessentâmay have sparked the current market rebound.
Twenty One Capitalâs emergence, backed by Tether and SoftBank, positions it as a major MicroStrategy competitor, validating Sailorâs playbook and possibly fueling institutional FOMO.
Fascinating discussion on post-halving Bitcoin cycles and how macroeconomic forces now overshadow supply-driven patterns.
A sci-fi-tinged look at the future of human and AI integration, ethics, and the value of Bitcoin in an increasingly weird and tech-driven world.
Swan Private helps HNWI, companies, trusts, and other entities go beyond legacy finance with BItcoin. Learn more at swan.com/private.
Put Bitcoin into your IRA and own your future. Check out swan.com/ira.
Swan Vault makes advanced Bitcoin security simple. Learn more at swan.com/vault.
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Macro Markets Update: John Haar notes markets have stabilized this week after recent volatility, driven largely by significant global trade and monetary reforms initiated by the Trump administration. Haar emphasizes the complexity and potential hurdles these reforms face, including public perception and economic disruptions.
Global Trade and Tariff Impacts: Discussion on the administration's rapid tariff policy adjustments, the potential impacts on equities and treasury yields, and the need for clearer policy direction to sustain market confidence.
Bitcoin Market: Steven Lubka and Jason Bassett highlight Bitcoin's relative strength despite broader market turbulence. Liquidity conditions and potential governmental Bitcoin purchases could significantly drive price appreciation.
Federal Reserve and Interest Rates: The panel debates the Fed's stance on inflation and interest rates, criticizing Jerome Powellâs historically reactive policy decisions. They argue tariffs aren't inherently inflationary beyond a one-time price adjustment, suggesting the Fed should consider rate cuts.
Bit Bonds and Bitcoin Integration: Exploration of "Bit Bonds," proposed Bitcoin-linked government bonds. While appealing conceptually, the panel agrees widespread adoption faces significant hurdles, particularly for sovereign issuers, but may hold potential for corporate or local government entities.
Bitcoin Mining and Environment: Addressing ongoing misinformation, the panel highlights Bitcoin mining's environmental benefits, especially methane capture at gas flaring sites.
Swan Private helps HNWI, companies, trusts, and other entities go beyond legacy finance with BItcoin. Learn more at swan.com/private.
Put Bitcoin into your IRA and own your future. Check out swan.com/ira.
Swan Vault makes advanced Bitcoin security simple. Learn more at swan.com/vault.
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In this episode, the Swan team dives into the weekâs tumultuous markets, triggered by escalating tariff tensions between the US and China. With sweeping tariff announcements initially roiling equities, a sudden pivot by the administration briefly stabilized stock pricesâyet concerns remain about stress in market âplumbing,â particularly negative swap spreads and rising bond yields. The discussion highlights how quickly financial conditions can shift, forcing the Federal Reserveâs hand toward potential liquidity measures or yield curve control.
On the Bitcoin front, the hosts note that BTCâs performance has diverged notably from equities and other risk assets, signaling that institutional involvementâand global macro uncertaintyâmay be ushering in a new era for Bitcoin. They also explore rumors of Russia and China conducting energy trades in BTC, plus the potential of a US âStrategic Bitcoin Reserve,â as nation-states weigh the benefits of a neutral reserve asset.
Swan Private helps HNWI, companies, trusts, and other entities go beyond legacy finance with BItcoin. Learn more at swan.com/private.
Put Bitcoin into your IRA and own your future. Check out swan.com/ira.
Swan Vault makes advanced Bitcoin security simple. Learn more at swan.com/vault.
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This weekâs Swan Signal Live unpacks a major market anomaly: on a day when the S&P 500, Nasdaq, and gold all dropped sharply, Bitcoin stayed strongâeven ticking up. The team explores whether weâre witnessing the early stages of a true decoupling, as more voices from TradFi, including Joe Weisenthal and Larry Fink, acknowledge Bitcoinâs resilience.
They also dive into Trumpâs new tariff strategy, branded âLiberation Day,â raising questions about trade math, inflation, and how tariffs could play into broader economic negotiations. While some call the plan misguided, the crew sees it as a blunt but intentional negotiation tacticâone that may pair with interest rate cuts to boost markets before the midterms.
The show also calls out Galaxy Digitalâs shady Terra Luna dealings, with Novogratz dumping $100M worth of Luna while publicly promoting it. Itâs a clear reminder of why Swan stays Bitcoin onlyâto protect investors from altcoin pump-and-dumps.
On Jack Dorseyâs claim that Bitcoin will âfailâ if it doesnât become a medium of exchange, the team pushes back. Bitcoin is following a natural monetary evolution: first a collectible, then a store of value, and eventually, a medium of exchangeâdriven not by consumers, but businesses who want to be paid in Bitcoin.
Finally, they react to Tom Leeâs $150K BTC prediction by year-end. Some see it as a floor, not a ceilingâespecially if the U.S. adopts the Bitcoin Strategic Reserve Act.
Swan Private helps HNWI, companies, trusts, and other entities go beyond legacy finance with BItcoin. Learn more at swan.com/private.
Put Bitcoin into your IRA and own your future. Check out swan.com/ira.
Swan Vault makes advanced Bitcoin security simple. Learn more at swan.com/vault.
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In this power-packed Swan Signal Live episode, the team unpacks one of the most explosive corporate Bitcoin developments since MicroStrategy: GameStopâs $1.3 billion raiseâpossibly growing to $1.5Bâfor âgeneral corporate purposesâ⊠and potentially Bitcoin.
Ben Workman breaks down why this move makes strategic sense and how GameStop could become the second-largest public holder of BTC, right behind MicroStrategy. The crew explores what this means for corporate adoption, meme stock mania colliding with Bitcoin, and the critical importance of âshowing, not tellingâ when it comes to deploying capital.
Key themes include:
The macro impact of corporate treasury adoption, especially if GME commits fully.Why retail investor overlap between Bitcoin and GME could amplify the movement.Lessons from MicroStrategyâs playbook: leverage, conviction, and media transparency.The psychological and market hurdles still to clearâskepticism remains until GME acts.Why the U.S. strategic Bitcoin reserve is still in the âshow meâ phaseâand why that might not last long.Sober thoughts on youth disillusionment, inflation, and why Bitcoin remains a beacon of hope.Swan Private helps HNWI, companies, trusts, and other entities go beyond legacy finance with BItcoin. Learn more at swan.com/private.
Put Bitcoin into your IRA and own your future. Check out swan.com/ira.
Swan Vault makes advanced Bitcoin security simple. Learn more at swan.com/vault.
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In this high-energy episode of Swan Signal Live, the team dives into an action-packed week of Bitcoin and macro news. Steven kicks things off celebrating a hard-fought victory in Bitcoin Bugleâs âMarch Maxi Madness,â but the real meat of the show comes with analysis of the Fedâs dovish tone, Trumpâs tariff plans, and growing signals of U.S. Bitcoin accumulation.
Key Topics Covered:
Fed Meeting Recap: John Haar lays out the Fedâs latest economic projections, highlighting Powellâs repeated emphasis on âuncertainty.â Despite fears of recession, the Fed held steady, signaling potential cuts while factoring in retaliatory tariffs.Tariff Strategy & Trumpâs Playbook: Steven and Brady explore Trumpâs âLiberation Dayâ narrative, arguing that tariffs are part of a broader negotiation strategy. Steven suggests markets may have overreactedâand that April 2 could bring upside surprises.Bitcoinâs Unshaken Fundamentals: Despite market choppiness, the Bitcoin network is stronger than everârising M2, resilient hash rate, and clear bullish signals from Washington, including Bo Hinesâ statement: âWeâre going to acquire as much Bitcoin as we can.âWhy Isnât Price Reflecting Fundamentals? The crew breaks down the disconnect: low institutional belief in government Bitcoin strategy, short-term correlation with traditional markets, and investor misunderstanding of BTCâs long-term value.New MicroStrategy Product (STRF): John explains the latest yield-bearing financial instrument from MicroStrategy, tailored for conservative investors. It shows how Sailor continues innovating to acquire more BTC using creative capital market tools.Swan Private helps HNWI, companies, trusts, and other entities go beyond legacy finance with BItcoin. Learn more at swan.com/private.
Put Bitcoin into your IRA and own your future. Check out swan.com/ira.
Swan Vault makes advanced Bitcoin security simple. Learn more at swan.com/vault.
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In a historic moment for Bitcoin, Swan Signal Live brought together Lynn Alden, Ben Workman, and the Swan team to break down the U.S. government's newly established Strategic Bitcoin Reserve (SBR). The conversation highlighted the White House executive order, which cements Bitcoinânot cryptoâas a strategic asset.
Key Takeaways:
Bitcoin Stockpile: The U.S. government will stop selling confiscated Bitcoin and maintain its holdings, signaling Bitcoinâs increasing importance in national reserves.Bitcoin, Not Crypto: The order explicitly separates Bitcoin from other cryptocurrencies like XRP and Ethereum, reinforcing Bitcoinâs unique status.Potential Purchases: The Treasury and Commerce Departments are tasked with exploring budget-neutral ways to accumulate more Bitcoin without needing Congressional approval.Nation-State Adoption Race: This move pressures other countries to consider Bitcoin reserves, with experts speculating that sovereign accumulation may already be happening behind the scenes.Market Reaction: Despite the significance, Bitcoinâs price remained relatively stable, as the market had anticipated such a move.Broader Implications:
State-Level Bitcoin Reserves? With Texas and Florida considering similar measures, this could set off a domino effect among U.S. states.MicroStrategy & Corporate Adoption: Companies like MicroStrategy continue innovating with leveraged Bitcoin strategies, and this move could normalize Bitcoin treasury strategies for corporations.Bitcoinâs Cultural Shift: As nation-states and institutions enter the space, Bitcoinâs cypherpunk roots may evolve, but its decentralized design remains resilient.Swan Private helps HNWI, companies, trusts, and other entities go beyond legacy finance with BItcoin. Learn more at swan.com/private.
Put Bitcoin into your IRA and own your future. Check out swan.com/ira.
Swan Vault makes advanced Bitcoin security simple. Learn more at swan.com/vault.
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The crew tackled Bitcoinâs recent dip to 78k. They opened with a cheerful nod to the dip as a âsoul-cleansingâ buying opportunity, reflecting their seasoned perspective after years of volatility, including the 2020 COVID crash that birthed the show. They emphasized that Bitcoinâs long-term thesis remains unshaken despite the 20-25% drop from its 108k peak, aligning it with broader market pullbacks in stocks like Nvidia and Tesla. Vijay Boyapatiâs insights framed the dip as typical bull market chop, while charts showed historical cycles and an âair pocketâ suggesting a possible test of 72k. The crew debunked short-term fears tied to tariffs and a questionable GDP estimate, highlighting BlackRockâs portfolio nod to Bitcoin as a bullish fundamental. They also celebrated the collapse of meme coin mania, citing the Trump coin peak and Milei scandal as turning points, contrasting Bitcoinâs enduring value with cryptoâs scams. Through it all, they urged education, recurring buys, and resilience, reinforcing Bitcoinâs role as a long-term hedge against fiat decay, not a quick-rich scheme.
Swan Private helps HNWI, companies, trusts, and other entities go beyond legacy finance with BItcoin. Learn more at swan.com/private.
Put Bitcoin into your IRA and own your future. Check out swan.com/ira.
Swan Vault makes advanced Bitcoin security simple. Learn more at swan.com/vault.
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The crew kicks off with playful jabs about a recent game, musing if Canada could become the 51st U.S. state for its hockey flair and tariff-free maple syrup. The conversation swiftly pivots to Bitcoin, where the crew dives into market trends, spotlighting a chart from analyst Tur Demeester showing Bitcoinâs four-year holding pattern against gold, primed for an "epic" rally. They debate goldâs role as Bitcoinâs closest cousin, its price trends, and a potential Fort Knox audit hyped by Trump and Musk. The crew unpacks bullish signals like the MVRV ratio, institutional moves (e.g., GameStop eyeing a Bitcoin treasury), and Michael Saylorâs CPAC rallying cry tying Bitcoin to freedom. They tackle price suppression chatter, the Bybit hackâs market ripple, and bold ideas like BitBonds to tackle the U.S. debt spiralâthough the crew doubts its near-term odds. Wrapping up, they skewer meme coin flops like Mileiâs Libra and celebrate Foldâs NASDAQ debut as a Bitcoin-only win.
Swan Private helps HNWI, companies, trusts, and other entities go beyond legacy finance with BItcoin. Learn more at swan.com/private.
Put Bitcoin into your IRA and own your future. Check out swan.com/ira.
Swan Vault makes advanced Bitcoin security simple. Learn more at swan.com/vault.
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Swan Signal Live covered major Bitcoin developments, headlined by Abu Dhabi's sovereign wealth fund disclosing a $437M Bitcoin ETF position and Wisconsin's pension fund investing $321M in Bitcoin ETFs. State Street and Citibank announced plans to launch crypto custody services, marking another step in Bitcoin's institutional integration. The hosts discussed the mempool clearing for the first time in two years, suggesting Bitcoin's current primary use as a store of value rather than a payment system. They also covered CPI data showing 3% inflation, Ray Dalio's comments on gold and Bitcoin as portfolio diversifiers, and noted that nine companies now have market caps exceeding $1 trillion.
Swan Private helps HNWI, companies, trusts, and other entities go beyond legacy finance with BItcoin. Learn more at swan.com/private.
Put Bitcoin into your IRA and own your future. Check out swan.com/ira.
Swan Vault makes advanced Bitcoin security simple. Learn more at swan.com/vault.
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In this episode of Swan Signal Live, the hosts discuss recent developments in the Bitcoin space. They analyze David Sachs' press conference regarding the potential U.S. Bitcoin Strategic Reserve, noting his repeated use of "Bitcoin reserve" rather than "digital assets." The conversation shifts to Trump's economic vision, including plans for a U.S. sovereign wealth fund modeled after Norway's approach. They explore how Norway has leveraged its natural resources and now has indirect Bitcoin exposure through investments in companies like MicroStrategy. The hosts also discuss the Czech Republic's new policy eliminating capital gains tax on Bitcoin holdings after three years, viewing it as part of a growing trend of nations competing for Bitcoin-holding citizens. The episode concludes with discussion of a controversial DOJ argument claiming money isn't property, highlighting the contrast between government and market-based monetary systems.
Swan Private helps HNWI, companies, trusts, and other entities go beyond legacy finance with BItcoin. Learn more at swan.com/private.
Put Bitcoin into your IRA and own your future. Check out swan.com/ira.
Swan Vault makes advanced Bitcoin security simple. Learn more at swan.com/vault.
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The latest Swan Signal Live episode covered major developments in Bitcoin and markets, including Trump's new tariffs on Canada, Mexico, and China, which caused some market volatility but saw quick recovery. A significant focus was Trump's executive order on digital assets, which prohibited CBDCs, protected individual rights to participate in blockchain networks, and proposed a national digital asset stockpile. The hosts discussed positive regulatory developments including Powell's comments on banks serving crypto customers and important changes to banking rules (SAB 121 repeal and FASB changes). The episode concluded with observations about Bitcoin's continued dominance over other cryptocurrencies and Swan Bitcoin's announcement of an upcoming Bitcoin rewards credit card.
Swan Private helps HNWI, companies, trusts, and other entities go beyond legacy finance with BItcoin. Learn more at swan.com/private.
Put Bitcoin into your IRA and own your future. Check out swan.com/ira.
Swan Vault makes advanced Bitcoin security simple. Learn more at swan.com/vault.
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The latest episode of Swan Signal Live recapped a busy week for the Swan team, including a successful event in New York featuring Bitcoin thought leaders like Lynn Alden and Tad Smith. The crew discussed Bitcoinâs strong price movement alongside equities, driven by cooling inflation data and expectations of future Federal Reserve rate cuts. They explored the potential impact of regulatory changes, such as the repeal of SAB 121, on corporate Bitcoin adoption and how broader financial trends could influence Bitcoinâs role as a store of value. The team also speculated on the possible actions of the incoming U.S. administration, including Bitcoin-related executive orders or strategic reserve announcements. Wrapping up, the crew highlighted Swan Privateâs services for high-net-worth Bitcoin investors and looked ahead to an exciting 2025 for Bitcoin and Swan.
Swan Private helps HNWI, companies, trusts, and other entities go beyond legacy finance with BItcoin. Learn more at swan.com/private.
Put Bitcoin into your IRA and own your future. Check out swan.com/ira.
Swan Vault makes advanced Bitcoin security simple. Learn more at swan.com/vault.
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In this episode of Swan Signal Live, the crew dives into topics shaping Bitcoin and the broader economy. They reflect on the anniversary of Bitcoin's first transaction between Satoshi and Hal Finney, celebrating Bitcoin's transformative history. Discussions explore the macroeconomic impact of inflation targets, fiscal dominance, and shifting Federal Reserve policies, highlighting Bitcoinâs role as a hedge in an increasingly uncertain financial landscape. The crew also examines Bitcoin ETFsâ explosive growth and their implications for adoption. Throughout, they emphasize the systemic challenges of fiat money and advocate for Bitcoinâs potential to empower individuals globally. Catch this lively and insightful discussion for a deep dive into Bitcoinâs past, present, and future.
Swan Private helps HNWI, companies, trusts, and other entities go beyond legacy finance with BItcoin. Learn more at swan.com/private.
Put Bitcoin into your IRA and own your future. Check out swan.com/ira.
Swan Vault makes advanced Bitcoin security simple. Learn more at swan.com/vault.
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In this Swan Signal Live episode, the crew reflected on 2024 and took some shots at predicting 2025. They broke down Bitcoin's killer performance - up 121% in 2024, crushing most other assets. The guys dug into a photo of Eric Trump with Michael Saylor at Mar-a-Lago, suggesting the Trump family is seriously warming up to Bitcoin. They debated odds of a U.S. Strategic Bitcoin Reserve under a potential Trump administration, throwing out 40-80% probability estimates. The crew's 2025 price predictions were spicy - most seeing $200-250k as likely, with a 10% shot at $1M if certain dominoes fall. They riffed on Bitcoin's evolution from hardcore believers to mainstream adoption, comparing it to how the printing press went mainstream historically. The show wrapped noting Bitcoin's sweet 16 and teasing Swan's upcoming Bitcoin rewards credit card dropping in Q2 2025.
Swan Private helps HNWI, companies, trusts, and other entities go beyond legacy finance with BItcoin. Learn more at swan.com/private.
Put Bitcoin into your IRA and own your future. Check out swan.com/ira.
Swan Vault makes advanced Bitcoin security simple. Learn more at swan.com/vault.
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In this Swan Signal Live episode, the panel discussed Bitcoin's price pullback from $107k to $97k following Fed comments, viewing it as a normal bull market correction. They explored rumors of the UAE accumulating over 300,000 BTC ahead of potential US Strategic Bitcoin Reserve announcements, suggesting more nations may follow. The conversation covered evolving military technology and Bitcoin's role in future conflicts, noting a shift toward autonomous and cyber warfare. The hosts debated the future relationship between Bitcoin and fiat currencies, with most seeing long-term coexistence rather than complete replacement. The episode concluded with Swan announcing their new Bitcoin rewards credit card, set to launch in Q2 2025.
Swan Private helps HNWI, companies, trusts, and other entities go beyond legacy finance with BItcoin. Learn more at swan.com/private.
Put Bitcoin into your IRA and own your future. Check out swan.com/ira.
Swan Vault makes advanced Bitcoin security simple. Learn more at swan.com/vault.
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