Swan Signal Live - A Bitcoin Show

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Swan Signal Live brings you interviews, news, analysis, and commentary on Bitcoin, macro, finance, and how Bitcoin is the foundation for a brighter future for us all.

  1. HACE 4 H

    Rate Cuts, Rising Debt, and the Third Fed Mandate

    Fed cut 25 bps; panel debates politics creeping into policy and what it means for risk assetsTrump nominee Stephen Miran and the floated “third mandate” to “moderate long-term rates” seen as soft yield-curve controlCPI data quality questioned: imputation/estimates are rising while lived costs outpace headline CPIHousing at peak unaffordability; searches for mortgage help, rent trouble, and credit-card stress are surgingLabor mixed: manufacturing jobs slipping; job openings back near 2019 while S&P hovers near ATHsMoody’s recession risk ~48%—yet hosts note policymakers rarely tolerate prolonged market drawdownsPanel takeaway: despite macro cracks, being long scarce/risk assets (Bitcoin, equities, real estate, gold) generally wins vs. timing downturnsBoomers’ home-equity windfall vs. younger generations sparks debate on “corrective” policies/UBI and the role of Bitcoin in restoring fairnessBitcoin treasury companies: PIPE unlock overhangs (e.g., Sequans, Nakamoto) create churn, but industry likely broadens beyond MSTRCory Klippsten’s “tranching” frame: packaging Bitcoin exposure into debt/equity slices is pulling new capital into BTC and will scale 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.

    59 min

  2. 13 SEP

    Fourth Turning Vibes

    The panel opened with reflections on the tragic assassination of Charlie Kirk and other recent violent events, framing them through the lens of The Fourth Turning by Strauss & Howe.Discussion on how history moves in ~80–100 year cycles of crisis and renewal, with Bitcoin and decentralized protocols potentially forming the backbone of the next institutional order.John emphasized perspective, comparing today’s turmoil with past upheavals (1960s, 1970s, World Wars), and highlighted the role of media saturation in shaping perceptions.Panelists praised Kirk’s willingness to debate respectfully, lamenting the erosion of open dialogue in society.Shifted to macro: China’s gold accumulation as a hedge against dollar hegemony, interpreted as part of a global move toward neutral reserve assets—gold today, Bitcoin tomorrow.Deep dive into U.S. financial surveillance: the inefficiencies of the Bank Secrecy Act (BSA) and threats of extending the Patriot Act to digital assets. Panelists argued KYC/AML laws are largely ineffective at stopping crime but very effective at surveilling citizens.Highlighted the DOJ’s case against Samourai Wallet as an example of U.S. hostility toward Bitcoin privacy tools.Covered this week’s major supply-chain attack on NPM packages, noting minimal impact but using it as a PSA: always verify addresses on hardware wallets and beware phishing scams.Tether launched a U.S.-regulated stablecoin (USAT). The panel explored how this intersects with the Genius Act, which would require stablecoin reserves to be in U.S. Treasuries, effectively creating a new forced buyer of U.S. debt.Quick hits: MicroStrategy denied S&P 500 inclusion (for now), BLS quietly revised U.S. job numbers down by 900k, Gemini goes public, and Michael Saylor positions MicroStrategy as a “Bitcoin capital markets” play. 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.

    1 h y 13 min

  3. 5 SEP

    Rate Cuts Imminent, Yields Rising, Bitcoin Ready

    Global long-yield rise vs. easing cycles; fiscal dominance and debt saturation Fed cuts likely in September; inflation still >2% Gold performance and the “trust migration” from fiat assets Harvard endowment signal; Treasury long-bond buybacks funded by bills Dalio’s “debt-induced heart attack” timeline Bitcoin seasonality and volatility compression; SOV → MoE arc Corporate BTC treasuries surpass 1M BTC; possible MSTR S&P 500 inclusion ARC + Lightning progress; Bitcoin culture (“Killing Satoshi”)   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.

    59 min

  4. 29 AGO

    Why Is Bitcoin’s Price Lagging? The Truth Behind Whale Selling

    Whales & Long-Term Holders Selling: Profit-taking by OG wallets is redistributing supply. Many are diversifying custody or rotating some BTC into ETFs for margin/borrowing flexibility. Seasonality Matters: Bitcoin weakness in August/September is common; thin liquidity + vacation season amplify dips. ETFs as Financial Rails: Institutions and wealthy holders prefer ETFs for cheaper margin rates compared to Bitcoin-backed loans. Retail vs OG Perspective: Whale trims feel like “dumping” to retail but are natural in Bitcoin’s monetization process. Global Reserves Shift: For the first time since the 1990s, central banks hold more gold than U.S. Treasuries—de-dollarization in motion. Fed Politicization: The fight over Gov. Lisa Cook shows growing political pressure on the Fed under fiscal dominance. Fee FUD Dismissed: Low on-chain fees ≠ security crisis. Dynamic fee markets ensure resilience. Store of Value vs Medium of Exchange: False dichotomy—Bitcoin functions as both, but its SoV role dominates today. Bitwise Framework: 2035 scenarios debated: bear $88K, base $1.3M, bull ~$3M. Panel skeptical of the low-end case. Specter Association Launch: Swan transfers Specter to a new Swiss nonprofit. Yan Pritzker joins the board; roadmap now fully community-driven. 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.

    1 h y 13 min

  5. 22 AGO

    Powell Sparks Bitcoin Surge

    Lighthearted banter to kick things off—coffee, creatine, and mushroom elixirs fueling the Swan crewMarket focus: Jerome Powell signals possible September Fed rate cut, sparking a sharp Bitcoin rally to $117K+Discussion on short-term market sentiment vs long-term conviction: zoom out, stay focused on fundamentalsTechnical analysis spotlight: Bitcoin’s 200-day SMA crosses $100K for the first time, historically a bullish long-term signalDebate over whether Bitcoin will continue classic boom–bust cycles or “grind boringly” upward due to ETF + institutional flowsBitcoin seasonality chart reviewed: September historically weak, but October and November deliver strong gains (“Uptober”)MicroStrategy revises MNAV guidance on ATM issuance—sparks short-term drama but long-term thesis remains unchangedDebate around Harvard economist Kenneth Rogoff’s anti-Bitcoin remarks (“$100 not $100K”) dismissed as stale FUDBIS proposal to blacklist “non-KYC tainted coins” sparks discussion on financial surveillance and freedomLighter notes: Bitcoin cameo in South Park, Norwegian sovereign wealth fund adds MSTR/MetaPlanet exposure, Coinbase’s Brian Armstrong calls for $1M BTC by 2030 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.

    1 h y 2 min

  6. 16 AGO

    Treasury’s Mixed Signals on Bitcoin Sparks Volatility

    Anniversary reflections: 54 years since Nixon closed the gold window in 1971 and 5 years since MicroStrategy announced its first Bitcoin purchaseGlobal inflation since 1971: No country has averaged Nixon’s 1971 speech revisited — false promises of “temporary” suspension and dollar “stability” contrasted with 89% dollar debasement sinceU.S. debt and deficits: July 2025 saw $338B in receipts vs. $630B in spending, underscoring the inevitability of growing debt burdensDeep dive: What’s Bitcoin’s greatest threat? Panel discussed regulation, quantum computing, mining centralization, custodian failure, and social consensus challengesRate cuts incoming? Debate around September Fed meeting, with markets pricing an 85% chance of a cut despite hotter CPI printsTreasury Reserve: Treasury Secretary Bestyn flip-flops on whether the U.S. will acquire more Bitcoin, fueling speculation about policy directionBitcoin treasury companies: Pubcos now hold 951,000 BTC; Sequans enters the top-25 list with >3,000 BTC in partnership with SwanMicroStrategy “Stretch” (STRC): Explained as a variable coupon preferred equity designed to tap bond-like capital pools, offering ~9% returnsQuick hits: Bitcoin obituary count at all-time lows, Google Play walks back non-custodial wallet ban, UK pushes bizarre “delete emails to save water” advice, and James Chanos misunderstands network effects 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.

    1 h y 4 min

  7. 8 AGO

    Trump Opens 401Ks to Bitcoin as FED Eyes Gold Revaluation

    Major Policy Shift: President Trump signs an executive order directing the Department of Labor to reexamine fiduciary guidance, opening the door for Bitcoin and crypto investments in 401(k) retirement plans — a $9 trillion market. Implementation Timeline: Panel agrees it’s medium-to-long-term bullish but may take 1–2 years before Bitcoin ETFs appear broadly in 401(k) offerings due to provider-by-provider approval. Bitcoin vs. Crypto: Hosts stress ongoing need to educate the public on why Bitcoin is different from other cryptocurrencies, as broader “crypto” inclusion could expose investors to higher-risk assets. Regulatory Clarity: Michael Saylor and others call for clearer frameworks to classify assets, separating Bitcoin from altcoins to prevent harmful policy spillover. FED Gold Revaluation Paper: Federal Reserve explores revaluing gold reserves (currently marked at $42/oz) to unlock budget-neutral spending capacity — potentially tied to creating a Strategic Bitcoin Reserve. Hidden Inflation Signal: Revaluing gold to current market prices (~$3,500/oz) would implicitly acknowledge an 8%+ annual inflation rate since the gold peg was abandoned. Gold Tariffs & Bitcoin Advantage: Temporary headlines about potential U.S. gold import tariffs spark discussion; Saylor on Bloomberg notes Bitcoin’s weightless, borderless nature makes it immune to tariffs. Volatility Compression: Since Bitcoin ETFs launched, 90-day rolling volatility has dropped below 40 — less than 2× gold’s — suggesting a structurally different, steadier bull market. Cycle Danger Zone: On-chain analyst Checkmate highlights we’re within 30 days of the historical post-halving blow-off top window; debate over whether this cycle breaks the four-year pattern. Central Banking & Money Creation: Clip from Richard Werner explaining commercial banks’ ability to create money from nothing sparks discussion on fiat fragility, war financing, and the importance of Bitcoin as sound money.   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.

    1 h y 10 min

  8. 1 AGO

    MSTR's Q2 Earnings: A Bitcoin Milestone

    MicroStrategy’s new Stretch preferred equity product raised $2.5B—5x oversubscribed—marking the largest U.S. equity IPO in 2025 so farStretch offers a 9% yield, targeting fixed-income investors, and positions MicroStrategy to tap into trillions in money market capitalDiscussion of the growing trend of Bitcoin Treasury companies, with over 160 firms now holding BTC on their balance sheetsAlex and John caution investors to treat Bitcoin-related equities as high-risk—spot Bitcoin should remain the core holdingRay Dalio now recommends a 15% allocation to Bitcoin or gold, signaling growing institutional acceptance of Bitcoin as digital goldThe IMF’s energy FUD was debunked, with Daniel Batten and Lynn Alden praised for educating on Bitcoin’s use of stranded/wasted energyU.S. government reaffirms the right to self-custody Bitcoin; however, progress on establishing a strategic Bitcoin reserve remains stalledCoinbase quietly added 2,500 BTC in Q2—its largest quarterly accumulation yet—but is still criticized for its crypto-first strategyGalaxy Digital’s $9B sale of 80K BTC had limited impact, showing Bitcoin’s market depth and growing institutional demandTucker Carlson’s discussion of central banks funding perpetual war is a sign Bitcoin-aligned ideas are entering mainstream discourse 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.

    1 h y 4 min
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Swan Signal Live brings you interviews, news, analysis, and commentary on Bitcoin, macro, finance, and how Bitcoin is the foundation for a brighter future for us all.

Información

  • Creador
    Swan Bitcoin
  • Años de actividad
    2020 - 2025
  • Episodios
    211
  • Clasificación
    Explícito
  • Copyright
    © 2024 Swan Bitcoin
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    Swan Signal Live - A Bitcoin Show

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