Swan Signal Live - A Bitcoin Show

Hosted by Swan Bitcoin

Business Investing Technology EducationInterviews guests

Website RSS feed

Episodes

250

Latest episode

Aug 2026

Language

About the show

Swan Signal Live is a Bitcoin podcast from Swan.com — The Wealth Platform for Real Bitcoin We bring you interviews, news, analysis, and commentary on Bitcoin, macro, finance, and how Bitcoin is the foundation for a brighter future for us all.

Listen to episodes

60 recent

August 21, 202625 min

Bitcoin Rips! The Shallowest Bitcoin Bear Market in History?

Bitcoin gained roughly $12,000 on the week, and the hosts read the second leg through $72,000 as evidence of real buying rather than short liquidations alone Bitcoin reclaimed its 200-day moving average and pushed roughly 20% above its 200-week, after six weeks of trading along that longer average in the mid to low sixties Isaiah cites the market adage that nothing good happens below the 200-day, and notes that breaking back above it with strength is what makes the move notable James Check's realized profit and loss work frames bear markets in three phases, price pain, time pain, and bears in pain, with this week marking the third Brady and Isaiah revisit a thesis they have argued on the show for over a year, that ETFs and corporate treasury demand would put a floor under this cycle The drawdown reached roughly 50% from the $126,000 high, against 75% to 83% in the three previous bear markets, which the hosts attribute partly to a more restrained bull market and partly to declining volatility as Bitcoin monetizes The US Treasury bought about $4 billion of long-dated bonds to pull yields down, the effect lasted about 24 hours, and Treasury Secretary Bessent signaled larger and more frequent purchases ahead Isaiah compares the operation to Operation Twist and calls it quantitative easing by another name, monetizing debt without using the term, with no political will to curtail spending The hosts discuss capital potentially rotating back to Bitcoin from AI, where frontier labs are spending heavily without profitability while open source models close the gap The conversation closes on what debasement costs beyond prices, first-time buyers reaching their forties, delayed family formation, and the disappearance of building for generations rather than quarters ► For high-net-worth individuals and corporations seeking to build generational wealth with Bitcoin, Swan Private is your guide ✔ https://www.swanbitcoin.com/private?utm_campaign=private&utm_medium=sponsorship&utm_source=podcast&utm_content=swan_signal_live ► Secure your bright orange future with the Swan IRA today! Real Bitcoin, no taxes ✔ https://www.swanbitcoin.com/ira?utm_campaign=ira&utm_medium=sponsorship&utm_source=podcast&utm_content=swan_signal_live ► Secure your Bitcoin with Swan Vault ✔ https://www.swanbitcoin.com/vault?utm_campaign=vault&utm_medium=sponsorship&utm_source=podcast&utm_content=swan_signal_live ► Download the all-new Swan Bitcoin App ✔ https://www.swanbitcoin.com/app?utm_campaign=app&utm_medium=sponsorship&utm_source=podcast&utm_content=swan_signal_live ► Want to learn more about Bitcoin? Check out Welcome To Bitcoin a FREE Introductory course. Learn about Bitcoin in under 1 hour! ✔ https://www.swanbitcoin.com/welcome?utm_campaign=welcome_to_bitcoin&utm_medium=sponsorship&utm_source=podcast&utm_content=swan_signal_live ► Connect with Swan Bitcoin: ✔ Twitter: https://twitter.com/Swan ✔ Instagram: https://instagram.com/SwanBitcoin ✔ LinkedIn: https://linkedin.com/company/swanbitcoin ✔ Threads: https://www.threads.com/@swanbitcoin ✔ Facebook: https://www.facebook.com/SwanBitcoin/ ✔ TikTok: https://www.tiktok.com/@realswanbitcoin

August 14, 202644 min

The Exponential Debt Society

Brady breaks down the Bitcoin community's open letter to Anthropic: red team researchers report over a thousand serious vulnerabilities found across Bitcoin's open source ecosystem, and by their account not one was surfaced by an American frontier model Rob Hamilton's line lands hardest: getting locked out of a US cyber program mid-investigation "guts him as a patriotic American," but he uses the models that work, and so do the attackers Isaiah reaches for the crossbow: medieval bans on easy-to-use weapons never held, and hobbling defenders while attackers ignore the rules is the same losing proposition A viral Sam Altman clip about AI watching your screen and hearing your calls prompts the show's sharpest frame: take the Bitcoin ethos to intelligence itself, and control your own model like you control your own money The debt reality check: Trump told Bob Woodward in 2016 the $19 trillion debt could be erased in eight years through trade; a decade later the US approaches $40 trillion and interest payments have passed defense spending Groceries tell the story the CPI smooths over: food prices up roughly a third since 2019 by the AP's chart, quality quietly falling, and full-time employment down millions from its early-2025 peak Japan shrank its debt-to-GDP from 229 to 204 without repaying a dime through financial repression, a roundabout tax nobody voted on, and the gap savers should have earned is exactly what the government kept The catch: Japan owes itself, with the Bank of Japan holding 48% of its own debt, while foreigners hold 31% of America's, so when Washington tried the same trick, foreign holders sold and yields broke five percent Bear market check-in: Brady's third, Isaiah's second, and the shared lesson that conviction is earned in the first winter, while the 200-week moving average and cost-of-production zone mark where Bitcoin sits now The week's rare good news: FinCEN permanently ends beneficial ownership reporting for US companies and deletes the collected data, days after Liechtenstein's equivalent register leaked 31,000 entities ► For high-net-worth individuals and corporations seeking to build generational wealth with Bitcoin, Swan Private is your guide ✔ https://www.swanbitcoin.com/private?utm_campaign=private&utm_medium=sponsorship&utm_source=podcast&utm_content=swan_signal_live ► Secure your bright orange future with the Swan IRA today! Real Bitcoin, no taxes ✔ https://www.swanbitcoin.com/ira?utm_campaign=ira&utm_medium=sponsorship&utm_source=podcast&utm_content=swan_signal_live ► Secure your Bitcoin with Swan Vault ✔ https://www.swanbitcoin.com/vault?utm_campaign=vault&utm_medium=sponsorship&utm_source=podcast&utm_content=swan_signal_live ► Download the all-new Swan Bitcoin App ✔ https://www.swanbitcoin.com/app?utm_campaign=app&utm_medium=sponsorship&utm_source=podcast&utm_content=swan_signal_live ► Want to learn more about Bitcoin? Check out Welcome To Bitcoin a FREE Introductory course. Learn about Bitcoin in under 1 hour! ✔ https://www.swanbitcoin.com/welcome?utm_campaign=welcome_to_bitcoin&utm_medium=sponsorship&utm_source=podcast&utm_content=swan_signal_live ► Connect with Swan Bitcoin: ✔ Twitter: https://twitter.com/Swan ✔ Instagram: https://instagram.com/SwanBitcoin ✔ LinkedIn: https://linkedin.com/company/swanbitcoin ✔ Threads: https://www.threads.com/@swanbitcoin ✔ Facebook: https://www.facebook.com/SwanBitcoin/ ✔ TikTok: https://www.tiktok.com/@realswanbitcoin

August 7, 202639 min

Coldcard Fallout, Multisig, and Why We Still Need Bitcoin

The failure, in plain terms A March 2021 firmware change altered how Coldcard generated entropy, leaving seeds near 40 bits instead of the 128 or 256 that makes the cryptography uncrackable, so attackers could simply run the space Who it hit Galaxy's tracking showed the first wave alone above 1,000 Bitcoin and roughly 1,400 to 1,500 total, weighted toward long-time savers stacking modest amounts rather than large addresses This was not a self-inflicted loss Isaiah drew the line clearly: people who use leverage and lose have made a choice, while these holders researched, chose the device with the strongest reputation, and still had nothing they could have done differently The warnings existed A seed collision in 2022 had two users seeing each other's transactions, and a later technical question was written off as FUD, which is why Guy Swan's point landed: the temperament you want in someone securing your savings is one that welcomes being told it might be broken The community response was the bright spot Rescues ran all weekend, and the decentralized Bitcoin Red Team has scanned around 425 Bitcoin repositories, funded by donations covering model access rather than by any single company One holder's response stood out Someone who lost roughly $1.6 million posted six days later that he was rebuilding his stack, still believed in Bitcoin, and would still self-custody Multisig held up Brady saw few or no reports of Coldcard multisig quorums being swept, because pairing keys is hard without the descriptor, and MARA's Slipstream let people move those funds through a private mempool instead of exposing them Swan is not advising Vault clients to move funds Vault runs two Blockstream Jades, chosen after a thorough review of the options and explained in Yan Pritzker's article published the same day, and Swan has now begun evaluating a second vendor so multi-vendor becomes an option Calle's finding is the AI story of the week Not one vulnerability was found by a US frontier model, while roughly $10,000 a day goes to open-weight models to audit Bitcoin infrastructure, because the American models refuse cybersecurity work outright Why we still need Bitcoin A year's salary buys about 90% less gold than in 1971, monetary inflation has run 396% against CPI's 96%, and real discretionary income after food, gas, interest and rent has fallen since 2011 ► For high-net-worth individuals and corporations seeking to build generational wealth with Bitcoin, Swan Private is your guide ✔ https://www.swanbitcoin.com/private?utm_campaign=private&utm_medium=sponsorship&utm_source=podcast&utm_content=swan_signal_live ► Secure your bright orange future with the Swan IRA today! Real Bitcoin, no taxes ✔ https://www.swanbitcoin.com/ira?utm_campaign=ira&utm_medium=sponsorship&utm_source=podcast&utm_content=swan_signal_live ► Secure your Bitcoin with Swan Vault ✔ https://www.swanbitcoin.com/vault?utm_campaign=vault&utm_medium=sponsorship&utm_source=podcast&utm_content=swan_signal_live ► Download the all-new Swan Bitcoin App ✔ https://www.swanbitcoin.com/app?utm_campaign=app&utm_medium=sponsorship&utm_source=podcast&utm_content=swan_signal_live ► Want to learn more about Bitcoin? Check out Welcome To Bitcoin a FREE Introductory course. Learn about Bitcoin in under 1 hour! ✔ https://www.swanbitcoin.com/welcome?utm_campaign=welcome_to_bitcoin&utm_medium=sponsorship&utm_source=podcast&utm_content=swan_signal_live ► Connect with Swan Bitcoin: ✔ Twitter: https://twitter.com/Swan ✔ Instagram: https://instagram.com/SwanBitcoin ✔ LinkedIn: https://linkedin.com/company/swanbitcoin ✔ Threads: https://www.threads.com/@swanbitcoin ✔ Facebook: https://www.facebook.com/SwanBitcoin/ ✔ TikTok: https://www.tiktok.com/@realswanbitcoin

July 11, 202632 min

Too Big To Fail: America's Retirement Fund, Strategy's Big Sale, and the Bitcoin Exit

Swan Signal Live celebrated its 250th episode , with Brady reflecting on the show’s evolution since 2020 and its early multi-guest format. Brady and Isaiah discussed Bloomberg analyst Eric Balchunas’ “too big to fail” thesis , arguing that U.S. equities have effectively become America’s national savings account, increasing the likelihood of future government intervention to support stock prices. The conversation explored how the erosion of fiat currency’s store-of-value function has pushed savers into financial assets, reinforcing Bitcoin’s role as a superior monetary asset. The hosts analyzed Strategy’s sale of 3,588 BTC , arguing it was a strategic move to strengthen its case for S&P 500 inclusion rather than a change in Michael Saylor’s long-term Bitcoin thesis. They covered delays surrounding the U.S. Strategic Bitcoin Reserve , noting ongoing disputes between government agencies over control while highlighting the lack of meaningful Bitcoin accumulation so far. Brady criticized the growing overlap between politics and crypto, arguing that President Trump’s crypto-related business activities have complicated prospects for the CLARITY Act and broader crypto legislation. They reviewed recent ETF outflows alongside aggressive whale accumulation , suggesting experienced Bitcoin holders are buying while institutional ETF investors have been selling during the recent market weakness. The discussion examined Bitcoin miners increasingly allocating computing infrastructure to AI workloads , concluding that the trend is likely beneficial for both miners and the long-term Bitcoin network. Vanguard’s search for a Head of Digital Assets was highlighted as another sign that major traditional financial institutions continue moving toward Bitcoin despite previous skepticism. The episode concluded with an overview of Swan’s Real Bitcoin Exchange (RBX) , explaining how long-time GBTC and ETF holders can exchange into real on-chain Bitcoin while preserving their tax basis. ► For high-net-worth individuals and corporations seeking to build generational wealth with Bitcoin, Swan Private is your guide ✔ https://www.swanbitcoin.com/private?utm_campaign=private&utm_medium=sponsorship&utm_source=podcast&utm_content=swan_signal_live ► Secure your bright orange future with the Swan IRA today! Real Bitcoin, no taxes ✔ https://www.swanbitcoin.com/ira?utm_campaign=ira&utm_medium=sponsorship&utm_source=podcast&utm_content=swan_signal_live ► Secure your Bitcoin with Swan Vault ✔ https://www.swanbitcoin.com/vault?utm_campaign=vault&utm_medium=sponsorship&utm_source=podcast&utm_content=swan_signal_live ► Download the all-new Swan Bitcoin App ✔ https://www.swanbitcoin.com/app?utm_campaign=app&utm_medium=sponsorship&utm_source=podcast&utm_content=swan_signal_live ► Want to learn more about Bitcoin? Check out Welcome To Bitcoin a FREE Introductory course. Learn about Bitcoin in under 1 hour! ✔ https://www.swanbitcoin.com/welcome?utm_campaign=welcome_to_bitcoin&utm_medium=sponsorship&utm_source=podcast&utm_content=swan_signal_live ► Connect with Swan Bitcoin: ✔ Twitter: https://twitter.com/Swan ✔ Instagram: https://instagram.com/SwanBitcoin ✔ LinkedIn: https://linkedin.com/company/swanbitcoin ✔ Threads: https://www.threads.com/@swanbitcoin ✔ Facebook: https://www.facebook.com/SwanBitcoin/ ✔ TikTok: https://www.tiktok.com/@realswanbitcoin

July 3, 202639 min

OpenUSD, Bitcoin Cycles, and America’s Monetary Future

Brady and John kick off with World Cup excitement, celebrating Team USA’s gritty performance and using the tournament as a metaphor for global monetary competition The discussion explores the emergence of OpenUSD (OUSD) , a new stablecoin standard backed by more than 140 companies, and whether it represents meaningful decentralization or simply a private-sector version of a CBDC The hosts argue that despite branding around openness and neutrality, OUSD remains a centralized, censorable dollar token fundamentally different from Bitcoin John frames money as an ongoing global competition, suggesting that Bitcoin and fiat currencies are likely to coexist for many years due to the enormous network effects of existing monetary systems Alex Thorn’s Bitcoin bottom indicators show several classic bear market signals triggering, reinforcing the idea that Bitcoin may be approaching a cyclical bottom while acknowledging this cycle differs in magnitude from prior ones The conversation examines the persistence of Bitcoin’s four-year timing cycle, debating whether market participants’ expectations could become self-fulfilling and drive renewed momentum later in the year Macro charts highlight continued expansion of the U.S. money supply and federal debt, reinforcing Bitcoin’s long-term monetary thesis despite current market weakness The hosts discuss signs that speculative crypto venture capital is collapsing while AI attracts investment, arguing that 2025 may ultimately be remembered as the end of the crypto boom rather than Bitcoin itself Brady closes with a Fourth of July reflection, arguing that Bitcoin embodies the principles of individual liberty, property rights, and sound money that animated America’s founding debates ► For high-net-worth individuals and corporations seeking to build generational wealth with Bitcoin, Swan Private is your guide ✔ https://www.swanbitcoin.com/private?utm_campaign=private&utm_medium=sponsorship&utm_source=podcast&utm_content=swan_signal_live ► Secure your bright orange future with the Swan IRA today! Real Bitcoin, no taxes ✔ https://www.swanbitcoin.com/ira?utm_campaign=ira&utm_medium=sponsorship&utm_source=podcast&utm_content=swan_signal_live ► Secure your Bitcoin with Swan Vault ✔ https://www.swanbitcoin.com/vault?utm_campaign=vault&utm_medium=sponsorship&utm_source=podcast&utm_content=swan_signal_live ► Download the all-new Swan Bitcoin App ✔ https://www.swanbitcoin.com/app?utm_campaign=app&utm_medium=sponsorship&utm_source=podcast&utm_content=swan_signal_live ► Want to learn more about Bitcoin? Check out Welcome To Bitcoin a FREE Introductory course. Learn about Bitcoin in under 1 hour! ✔ https://www.swanbitcoin.com/welcome?utm_campaign=welcome_to_bitcoin&utm_medium=sponsorship&utm_source=podcast&utm_content=swan_signal_live ► Connect with Swan Bitcoin: ✔ Twitter: https://twitter.com/Swan ✔ Instagram: https://instagram.com/SwanBitcoin ✔ LinkedIn: https://linkedin.com/company/swanbitcoin ✔ Threads: https://www.threads.com/@swanbitcoin ✔ Facebook: https://www.facebook.com/SwanBitcoin/ ✔ TikTok: https://www.tiktok.com/@realswanbitcoin

June 26, 202656 min

AI, Surveillance, and Bitcoin’s Next Test

Bitcoin sentiment is weak as price revisits the “58K gang” zone and breaks below key long-term chart levels John argues the four-year cycle thesis is being tested again, but if it explains downside, it should also imply potential upside later Long-term holder supply is at record highs, suggesting conviction buyers are accumulating while weaker ETF-driven holders sell Lyn Alden’s analysis frames Bitcoin’s core value as unchanged: debasement-resistant, permissionless global value transfer AI is pulling investor attention and capital away from Bitcoin in the short term, especially as AI stocks dominate market enthusiasm The hosts debate whether AI could eventually increase Bitcoin demand through agents, Lightning payments, stablecoins, and mining/data-center convergence Strategy’s preferred shares, especially Stretch, are under stress, raising questions about leverage, market confidence, and Saylor’s capital structure CBDCs, stablecoins, age verification, VPN restrictions, and surveillance laws are discussed as signs of a growing digital panopticon The episode closes with reflections on Alan Greenspan, Fed communication, purposeful obfuscation, and why hard money remains relevant ► For high-net-worth individuals and corporations seeking to build generational wealth with Bitcoin, Swan Private is your guide ✔ https://www.swanbitcoin.com/private?utm_campaign=private&utm_medium=sponsorship&utm_source=podcast&utm_content=swan_signal_live ► Secure your bright orange future with the Swan IRA today! Real Bitcoin, no taxes ✔ https://www.swanbitcoin.com/ira?utm_campaign=ira&utm_medium=sponsorship&utm_source=podcast&utm_content=swan_signal_live ► Secure your Bitcoin with Swan Vault ✔ https://www.swanbitcoin.com/vault?utm_campaign=vault&utm_medium=sponsorship&utm_source=podcast&utm_content=swan_signal_live ► Download the all-new Swan Bitcoin App ✔ https://www.swanbitcoin.com/app?utm_campaign=app&utm_medium=sponsorship&utm_source=podcast&utm_content=swan_signal_live ► Want to learn more about Bitcoin? Check out Welcome To Bitcoin a FREE Introductory course. Learn about Bitcoin in under 1 hour! ✔ https://www.swanbitcoin.com/welcome?utm_campaign=welcome_to_bitcoin&utm_medium=sponsorship&utm_source=podcast&utm_content=swan_signal_live ► Connect with Swan Bitcoin: ✔ Twitter: https://twitter.com/Swan ✔ Instagram: https://instagram.com/SwanBitcoin ✔ LinkedIn: https://linkedin.com/company/swanbitcoin ✔ Threads: https://www.threads.com/@swanbitcoin ✔ Facebook: https://www.facebook.com/SwanBitcoin/ ✔ TikTok: https://www.tiktok.com/@realswanbitcoin

June 19, 202651 min

The Fed Held, BITA Launched, STRC is Stressed

Brady and John open with World Cup talk, including Canada’s first-ever World Cup win, the U.S. matchup, and how the tournament is challenging global stereotypes about America Bitcoin sentiment is notably weak, with price around $62K and many market participants expecting a four-year-cycle-style bottom later in 2026 John outlines possible causes of the sell-off, including whale selling, miner selling, AI stock flows, and reflexive belief in the four-year cycle The hosts compare this drawdown to 2022, noting that today’s decline feels less explainable than the Fed tightening, inflation, and crypto collapses of the prior bear market They discuss Kevin Warsh’s first Fed meeting, unchanged rates, mixed dot plots, and the possibility that inflation remains above target until 2028 Lyn Alden’s CNBC appearance is highlighted, especially her view that major balance sheet reduction is unlikely and that much of Bitcoin’s leverage-driven pain may already be behind us BlackRock’s new Bitcoin income ETF is discussed as another sign that Wall Street continues building Bitcoin products, even if the product may not suit every investor Strategy’s Stretch preferred stock volatility is analyzed, with John arguing the situation is serious but not existential for Strategy SpaceX’s IPO and 18,712 BTC holdings are discussed as another example of unique founder-led companies holding Bitcoin Swan announces RBX, Real Bitcoin Exchange, a product designed to help ETF holders, especially GBTC holders, exchange shares for real Bitcoin in a tax-efficient, in-kind process ► For high-net-worth individuals and corporations seeking to build generational wealth with Bitcoin, Swan Private is your guide ✔ https://www.swanbitcoin.com/private?utm_campaign=private&utm_medium=sponsorship&utm_source=podcast&utm_content=swan_signal_live ► Secure your bright orange future with the Swan IRA today! Real Bitcoin, no taxes ✔ https://www.swanbitcoin.com/ira?utm_campaign=ira&utm_medium=sponsorship&utm_source=podcast&utm_content=swan_signal_live ► Secure your Bitcoin with Swan Vault ✔ https://www.swanbitcoin.com/vault?utm_campaign=vault&utm_medium=sponsorship&utm_source=podcast&utm_content=swan_signal_live ► Download the all-new Swan Bitcoin App ✔ https://www.swanbitcoin.com/app?utm_campaign=app&utm_medium=sponsorship&utm_source=podcast&utm_content=swan_signal_live ► Want to learn more about Bitcoin? Check out Welcome To Bitcoin a FREE Introductory course. Learn about Bitcoin in under 1 hour! ✔ https://www.swanbitcoin.com/welcome?utm_campaign=welcome_to_bitcoin&utm_medium=sponsorship&utm_source=podcast&utm_content=swan_signal_live ► Connect with Swan Bitcoin: ✔ Twitter: https://twitter.com/Swan ✔ Instagram: https://instagram.com/SwanBitcoin ✔ LinkedIn: https://linkedin.com/company/swanbitcoin ✔ Threads: https://www.threads.com/@swanbitcoin ✔ Facebook: https://www.facebook.com/SwanBitcoin/ ✔ TikTok: https://www.tiktok.com/@realswanbitcoin

June 12, 202646 min

Is This Bitcoin Bottom Different? Cycles, MicroStrategy, and Real Bitcoin

Brady and John open with sports talk, covering the Knicks’ dramatic OG Anunoby tip-in and the World Cup kicking off in North America Bitcoin is back near $63K, prompting a discussion of whether current drawdown conditions resemble past cycle bottoms John reviews Alex Thorn’s Galaxy analysis showing that only 4 of 13 classic Bitcoin bottom signals have triggered, while the prior October 2025 top also showed only 2 of 11 classic top signals The hosts argue Bitcoin’s cycles may be changing as the asset matures, with ETFs, institutional capital, and deeper liquidity potentially compressing both tops and bottoms They revisit supply-in-profit metrics, noting that the percentage of Bitcoin supply in profit has fallen to levels similar to prior cycle bottoms Brady and John emphasize long-term conviction, recurring buys, and education as the antidote to emotional reactions during sharp Bitcoin drawdowns The episode explores whether MicroStrategy’s large Bitcoin holdings are a threat, with both hosts arguing that permissionless accumulation is part of Bitcoin’s design, not a weakness They discuss OG coin distribution, institutional absorption, miner selling, and AI-driven market distraction as possible contributors to Bitcoin’s recent 50% decline Macro coverage includes a hot CPI print, persistent inflation above target, Kevin Warsh’s Fed dilemma, and why rate cuts may still arrive despite elevated inflation Brady introduces Swan’s new Real Bitcoin Exchange, a first-to-market product designed to help ETF holders move from Bitcoin price exposure into real Bitcoin ownership ► For high-net-worth individuals and corporations seeking to build generational wealth with Bitcoin, Swan Private is your guide ✔ https://www.swanbitcoin.com/private?utm_campaign=private&utm_medium=sponsorship&utm_source=podcast&utm_content=swan_signal_live ► Secure your bright orange future with the Swan IRA today! Real Bitcoin, no taxes ✔ https://www.swanbitcoin.com/ira?utm_campaign=ira&utm_medium=sponsorship&utm_source=podcast&utm_content=swan_signal_live ► Secure your Bitcoin with Swan Vault ✔ https://www.swanbitcoin.com/vault?utm_campaign=vault&utm_medium=sponsorship&utm_source=podcast&utm_content=swan_signal_live ► Download the all-new Swan Bitcoin App ✔ https://www.swanbitcoin.com/app?utm_campaign=app&utm_medium=sponsorship&utm_source=podcast&utm_content=swan_signal_live ► Want to learn more about Bitcoin? Check out Welcome To Bitcoin a FREE Introductory course. Learn about Bitcoin in under 1 hour! ✔ https://www.swanbitcoin.com/welcome?utm_campaign=welcome_to_bitcoin&utm_medium=sponsorship&utm_source=podcast&utm_content=swan_signal_live ► Connect with Swan Bitcoin: ✔ Twitter: https://twitter.com/Swan ✔ Instagram: https://instagram.com/SwanBitcoin ✔ LinkedIn: https://linkedin.com/company/swanbitcoin ✔ Threads: https://www.threads.com/@swanbitcoin ✔ Facebook: https://www.facebook.com/SwanBitcoin/ ✔ TikTok: https://www.tiktok.com/@realswanbitcoin

June 6, 202657 min

Is the Bottom In? Bitcoin's Record ETF Streak and the AI Money Magnet

Bitcoin is mired in a record 13-day ETF outflow streak and wicked down near 59K before recovering to the low 60s Multiple on-chain bottom signals are flashing: coins held at a loss exceeding coins in profit, a touch of the 200-week moving average, and long-term holder supply near an all-time high at 16.3 million coins Each bear market is getting milder, with roughly 50% of addresses still in profit at this cycle's low versus about 35% back in 2015 Brady and John argue the AI IPO supercycle (OpenAI, Anthropic, SpaceX) is vacuuming up risk capital and is the largest competing claim Bitcoin has faced to date Pierre Rochard, Nik Bhatia, and Mark Moss all frame the drawdown as repricing and AI competition rather than broken fundamentals JPMorgan, Bank of America, and Citi announced a shared tokenized deposit network through The Clearing House, a closed bank ledger that has nothing to do with Bitcoin Better and Coinbase issued a Fannie Mae-backed mortgage letting a Michigan couple pledge Bitcoin as collateral without selling, avoiding capital gains while keeping upside Fed cut odds stay murky after a strong jobs print, with Kevin Hassett arguing growth doesn't require hikes and Trump publicly pushing for cuts The hosts float a speculative, unverified theory that DOJ-seized Bitcoin from operations in Cambodia, Venezuela, and Iran may be quietly hitting the market Brady and John make the case that Bitcoin thrives in an AI future as deflationary money for an emerging autonomous machine economy ► For high-net-worth individuals and corporations seeking to build generational wealth with Bitcoin, Swan Private is your guide ✔ https://www.swanbitcoin.com/private?utm_campaign=private&utm_medium=sponsorship&utm_source=podcast&utm_content=swan_signal_live ► Secure your bright orange future with the Swan IRA today! Real Bitcoin, no taxes ✔ https://www.swanbitcoin.com/ira?utm_campaign=ira&utm_medium=sponsorship&utm_source=podcast&utm_content=swan_signal_live ► Secure your Bitcoin with Swan Vault ✔ https://www.swanbitcoin.com/vault?utm_campaign=vault&utm_medium=sponsorship&utm_source=podcast&utm_content=swan_signal_live ► Download the all-new Swan Bitcoin App ✔ https://www.swanbitcoin.com/app?utm_campaign=app&utm_medium=sponsorship&utm_source=podcast&utm_content=swan_signal_live ► Want to learn more about Bitcoin? Check out Welcome To Bitcoin a FREE Introductory course. Learn about Bitcoin in under 1 hour! ✔ https://www.swanbitcoin.com/welcome?utm_campaign=welcome_to_bitcoin&utm_medium=sponsorship&utm_source=podcast&utm_content=swan_signal_live ► Connect with Swan Bitcoin: ✔ Twitter: https://twitter.com/Swan ✔ Instagram: https://instagram.com/SwanBitcoin ✔ LinkedIn: https://linkedin.com/company/swanbitcoin ✔ Threads: https://www.threads.com/@swanbitcoin ✔ Facebook: https://www.facebook.com/SwanBitcoin/ ✔ TikTok: https://www.tiktok.com/@realswanbitcoin

May 22, 202649 min

SpaceX, Strategy, Strive, US Treasury: 4 Big Bitcoin Balance Sheets

Brady and John open on Bitcoin Pizza Day — Laszlo's 10,000 BTC purchase of two Papa John's pizzas now worth roughly $770 million marked Bitcoin's evolution from cryptographic curiosity into a medium of exchange SpaceX's S1 filing discloses 18,712 BTC held at a $35,000 cost basis, making the company the seventh-largest public Bitcoin holder ahead of Coinbase and adding institutional weight to the largest IPO in US history Strategy crossed BlackRock's IBIT this week to become the single largest Bitcoin holder on the planet, adding another 25,000 BTC for $2 billion and out-stacking the most successful ETF in US financial history Strive launched SADA, a perpetual preferred stock paying 13% daily Bitcoin-backed dividends — Joe Burnett frames it as a new product inside an old wrapper, echoing the 1971 money market fund innovation that took decades to find its container The ARMA bill, introduced with 17 co-sponsors, would codify the Strategic Bitcoin Reserve executive order and authorize the US Treasury to buy up to 200,000 BTC per year for five years, targeting one million coins or roughly 5% of global supply Iran launched Bitcoin-settled maritime cargo insurance, a vivid example of a sovereign nation routing around the dollar system and validating Yan Pritzker's 2021 prediction that countries outside the Western axis would adopt Bitcoin first Fed minutes signal higher-for-longer rates with the market now pricing only a 1.5% chance of a December rate cut — John argues Fed hawkishness matters less in a fiscal-dominance regime where Treasury spending sets the tone Bitcoin's implied volatility hit a seven-month low as AI takes the investor spotlight, but long-term holder supply is approaching a record high — Brady and John read this as a healthy floor forming around $70K rather than weakness Mark Cuban sold his Bitcoin claiming it failed as a hedge — John pushes back that you buy hedges before the event, not after, noting Bitcoin is up roughly 650% since February 2020 versus QQQ at 200%, gold at 175%, and the S&P at 145% Harvard trimmed its Bitcoin position to roughly $120 million and exited Ethereum entirely, likely rotating into AI exposure — Brady closes with a look at Vigil Protocol, Swan's first non-Bitcoin product, an AI-powered financial life mapping tool at vigilprotocol.ai ► For high-net-worth individuals and corporations seeking to build generational wealth with Bitcoin, Swan Private is your guide ✔ https://www.swanbitcoin.com/private?utm_campaign=private&utm_medium=sponsorship&utm_source=podcast&utm_content=swan_signal_live ► Secure your bright orange future with the Swan IRA today! Real Bitcoin, no taxes ✔ https://www.swanbitcoin.com/ira?utm_campaign=ira&utm_medium=sponsorship&utm_source=podcast&utm_content=swan_signal_live ► Secure your Bitcoin with Swan Vault ✔ https://www.swanbitcoin.com/vault?utm_campaign=vault&utm_medium=sponsorship&utm_source=podcast&utm_content=swan_signal_live ► Download the all-new Swan Bitcoin App ✔ https://www.swanbitcoin.com/app?utm_campaign=app&utm_medium=sponsorship&utm_source=podcast&utm_content=swan_signal_live ► Want to learn more about Bitcoin? Check out Welcome To Bitcoin a FREE Introductory course. Learn about Bitcoin in under 1 hour! ✔ https://www.swanbitcoin.com/welcome?utm_campaign=welcome_to_bitcoin&utm_medium=sponsorship&utm_source=podcast&utm_content=swan_signal_live ► Connect with Swan Bitcoin: ✔ Twitter: https://twitter.com/Swan ✔ Instagram: https://instagram.com/SwanBitcoin ✔ LinkedIn: https://linkedin.com/company/swanbitcoin ✔ Threads: https://www.threads.com/@swanbitcoin ✔ Facebook: https://www.facebook.com/SwanBitcoin/ ✔ TikTok: https://www.tiktok.com/@realswanbitcoin