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 inst…

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…

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…

Lighthearted banter to kick things off—coffee, creatine, and mushroom elixirs fueling the Swan crew Market 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 fundamentals Technical analysis spotlight: Bitc…

Anniversary reflections: 54 years since Nixon closed the gold window in 1971 and 5 years since MicroStrategy announced its first Bitcoin purchase Global inflation since 1971: No country has averaged <2% inflation, highlighting why Bitcoin matters as a hedge against fiat debasement Nixon’s 1971 speech revisited — false promises of “temporary” suspen…

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 appea…

MicroStrategy’s new Stretch preferred equity product raised $2.5B—5x oversubscribed—marking the largest U.S. equity IPO in 2025 so far Stretch offers a 9% yield, targeting fixed-income investors, and positions MicroStrategy to tap into trillions in money market capital Discussion of the growing trend of Bitcoin Treasury companies, with over 160 fir…

The Swan team humorously opened by mocking government spending inefficiency, referencing the Fed’s $3.1 billion office renovation Discussed the unusual dynamic between President Trump and Fed Chair Jerome Powell, including Trump's public pressure for rate cuts and stimulus Analyzed the Fed Funds futures curve and how market expectations for rate cu…

Bitcoin hits another all-time high (ATH) at $123K amid relentless demand and tightening supply Historic legislative wins in the U.S.: CBDC ban codified into law; $600 de minimis tax exemption for Bitcoin spending under discussion Bitcoin enters the White House press room as Bitcoin Magazine asks key policy questions Adam Back and Blockstream in a $…

Bitcoin at All-Time Highs: The crew celebrates Bitcoin’s new all-time highs around $118K and discusses whether we’re due for a 10% pullback. Predictions ranged from a short-term dip at $119K to price discovery pushing beyond $130K. Institutional Adoption & Bitcoin Treasuries: Discussion on the rise of Bitcoin treasury companies like Sequans (guided…

Bitcoin Price Action: Hovering near $110K, with all-time highs above $112K recently. Discussed global liquidity spikes and the M2 money supply’s correlation with Bitcoin price trends. Macroeconomics: U.S. deficits, debt concerns, and the “Big Beautiful Bill” passing. Ray Dalio’s remarks on the political impossibility of balancing the U.S. budget, e…

In this special episode of Swan Signal Live, the team bids a heartfelt farewell to longtime host Steven Lubka as he steps away from his regular role. Steven reflects on nearly five transformative years at Swan, building Swan Private and helping onboard thousands of high-net-worth individuals into Bitcoin. Emotions run high as the crew reminisces on…

Bitcoin continues its historic streak—43 consecutive days closing above $100,000. The Swan Signal crew dives into what this milestone means, including comparisons to Joe DiMaggio’s legendary hitting streak and the waning attention from normies, despite Bitcoin reaching all-time highs. Steven shares insight on why emerging markets and Bitcoin have o…

Trump–Elon “Breakup”: The show kicks off with the high-profile political and cultural split between Donald Trump and Elon Musk. The hosts speculate whether the split was coordinated to help Elon politically, and explore what it says about naive techno-optimism in politics versus the hard constraints of monetary and fiscal reality. “Nothing Stops Th…

Swan Signal Live – Episode Recap (May 17, 2025) Title: “All-Time High Week: Bitcoin Blasts to $111K, LBE Stocks Surge, and the Debt Train Rolls On” Guests: Brady Swenson, Alex Stanczyk, Steven Lubka, John Haar (Swan Private) 🚀 Bitcoin Hits $111K – “We Are So Back” After a five-month wait since January, Bitcoin breaks through to a new all-time high …

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 $500K–$1M this cycle, while Vibes Capital cites $100B in anticipated corporate treasury demand plus potential U.S. government Bitcoin buys. With consis…

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 “wait and see” stance from the Federal Reserve. Lubka and the hosts break dow…

MicroStrategy’s Vision: A landmark two-hour earnings call revealed MSTR’s intensified strategy, expanding the “21/21 Plan” 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 …

Main Topics: This week’s 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 “creatine craze” sparked by Brandon Quittem, which made waves even at institutional events like the Bitwise conference. Then it's all business—Bitco…

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…

In this episode, the Swan team dives into the week’s 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 prices—yet concerns remain about stress in market “plumbing,” particularly negative sw…

This week’s Swan Signal Live unpacks a major market anomaly: on a day when the S&P 500, Nasdaq, and gold all dropped sharply, Bitcoin stayed strong—even ticking up. The team explores whether we’re witnessing the early stages of a true decoupling, as more voices from TradFi, including Joe Weisenthal and Larry Fink, acknowledge Bitcoin’s resilience. …

In this power-packed Swan Signal Live episode, the team unpacks one of the most explosive corporate Bitcoin developments since MicroStrategy: GameStop’s $1.3 billion raise—possibly growing to $1.5B—for “general corporate purposes”… and potentially Bitcoin. Ben Workman breaks down why this move makes strategic sense and how GameStop could become the…

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 Bugle’s “March Maxi Madness,” but the real meat of the show comes with analysis of the Fed’s dovish tone, Trump’s tariff plans, and growing signals of U.S. Bitcoin…

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 Bitcoin—not crypto—as a strategic asset. Key Takeaways: Bitcoin Stockpile: T…

The crew tackled Bitcoin’s recent dip to 78k. They opened with a cheerful nod to the dip as a “soul-cleansing” buying opportunity, reflecting their seasoned perspective after years of volatility, including the 2020 COVID crash that birthed the show. They emphasized that Bitcoin’s long-term thesis remains unshaken despite the 20-25% drop from its 10…

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 Bitcoin’s four-year holding pattern against gold, p…

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 …

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. …

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 blockc…

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 Bitcoin’s strong price movement alongside equities, driven by cooling inflation data and expectations of future Federal Reserve rate cuts. They ex…

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 Federa…

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 …

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 cov…

The crew discussed major shifts happening in Bitcoin adoption and policy. They highlighted former CFTC Chairman Chris Giancarlo's compelling case for Bitcoin as digital gold, noting his observation that while banks have failed, the internet remains undefeated. Much of the conversation focused on the potential U.S. Bitcoin Strategic Reserve, with Er…

In a recent Bitcoin podcast discussion, the crew analyzed Bitcoin's milestone of reaching $100,000, highlighted by supportive statements from Federal Reserve Chair Powell, Putin, and Trump within 24 hours. Powell's comparison of Bitcoin to gold rather than the dollar was seen as a significant shift in institutional recognition. The crew examined Mi…

Join the Swan Bitcoin team as they discuss Bitcoin nearing $100,000 and its broader implications. They delve into MicroStrategy's gains under Michael Saylor, Bitcoin's potential to address economic inequality, and its role as a global store of value. The hosts reflect on Bitcoin's mission to create systemic change, institutional interest in Bitcoin…

Brady, Brandon, John, and Steven discuss a potential Strategic Bitcoin Reserve legislation, implications of Political appointments and a Bitcoin-friendly administration, and Bitcoin price action and market dynamics. Swan Private helps HNWI, companies, trusts, and other entities go beyond legacy finance with BItcoin. Learn more at swan.com/private. …

This Swan Signal podcast discussed major Bitcoin developments following Trump's election win. Key points included: Bitcoin hitting new all-time highs around $77,000 Discussion of potential "super cycle" with $800k-850k price targets Analysis of Trump administration's likely pro-Bitcoin policies, including a Strategic Bitcoin Reserve Significance of…

In this Swan Signal Live episode, the hosts discussed the historic implications of Trump's election victory for Bitcoin. They highlighted how Elizabeth Warren's "war on crypto" has effectively ended, with pro-crypto candidates winning across Congress. The hosts emphasized Trump's promises, including creating a strategic Bitcoin reserve and freeing …

In this Swan Signal Live episode, Lawrence Lepard joined Brady and John to discuss Bitcoin in politics ahead of Election Day. They reviewed how Bitcoin entered mainstream political discourse in 2024, including Trump's promises at the Nashville Bitcoin conference and bipartisan support for crypto legislation. The conversation focused heavily on Amer…

In this episode of Swan Signal Live, hosts Brady Swenson and John Harr discuss various Bitcoin-related topics with guests Steven Lubka and Isaiah Douglas from Swan Bitcoin. The crew talks MicroStrategy's plan to raise $42 billion to buy more Bitcoin, the potential impact of the U.S. presidential election on Bitcoin's price, and the Florida CFO's pu…

Sam sits down with Bitcoin authors Eric Yakes and Allen Farrington, to chat about the current and future outlook of Bitcoin and venture investing in the space. Connect with Sam: https://twitter.com/samcallah Connect with Eric: https://x.com/ericyakes Connect with Allen: https://x.com/allenf312 Timestamps: 00:00:00 “Swan Signal Live” Intro 00:00:28 …

Sam, Vijay, and Brady review all the events of Q2 2024, discuss where we are in this bull cycle, and make predictions on where we may be headed next quarter and beyond. Connect with Sam: https://twitter.com/samcallah Connect with Brady: https://x.com/CitizenBitcoin Connect with Vijay: https://x.com/real_vijay Timestamps: 00:00:00 “Swan Signal” Intr…

Sam sits down with Christian Keroles of the Human Rights Foundation to discuss Bitcoin as a tool of empowerment and freedom, funding open-source development, and why nobody is bullish enough on Bitcoin. Timestamps: 00:00:00 "Swan Signal" Intro 00:00:25 “Cloaked Wireless” 00:00:56 “Marathon Digital” 00:01:29 Introducing CK 00:01:56 Transition from B…

Sam is joined by Andrew M. Bailey, co-author of “Resistance Money,” and Steven Lubka, Managing Director of Swan Private, to discuss how Bitcoin empowers individuals to resist authoritarians, inflation, surveillance, and financial exclusion. Connect with Sam: https://twitter.com/samcallah Connect with Steven: https://x.com/DzambhalaHODL Connect with…

Sam sits down with BTC Sessions for an in-depth conversation about the latest innovations happening in Bitcoin. They also discuss traveling the world to spread Bitcoin adoption, how to start a career in Bitcoin, and the importance of self-custody. Connect with Sam: https://twitter.com/samcallah Connect with BTC Sessions: https://x.com/BTCsessions T…

Sam sits down with Harry Sudock, CSO of GRIID Infrastructure and a Partner at Bitcoin Park to discuss why Bitcoin's energy use is absolutely essential, whether Bitcoin miners are net sellers or buyers today, and how Bitcoin mining as a technology is primed to revolutionize the energy industry globally. Connect with Sam: https://twitter.com/samcalla…

Sam sits down with Swan CIO Rapha Zagury, to discuss the recent regulatory, political and institutional focus on Bitcoin, the risk and volatility profile of Bitcoin vs Bonds, and how the game theory of Bitcoin is playing out before our very eyes. Connect with Sam: https://twitter.com/samcallah Connect with Rapha: https://x.com/alphaazeta Timestamps…

Sam sits down with Unchained's Trey Sellers to discuss Bitcoin and the FIRE (Financial Independence, Retire Early) movement, the current state of Bitcoin custody, and where he thinks we are in the cycle. Connect with Sam: https://twitter.com/samcallah Connect with Trey: https://x.com/ts_hodl Timestamps: 00:00:00 “Marathon Digital Holdings” Ad Read …