Lyn Alden returns to discuss Bitcoin’s current cycle, macro conditions, and her new sci-fi novelPanel examines a ~25% pullback and whether it’s a pause or a new bear marketLyn argues halvings now matter less; macro and liquidity dominate price actionJohn notes 2025 doesn’t resemble 2021’s top across inflation, M2, deficits, and Fed postureBitcoin behaves more like a large-cap asset with institutional rebalancing muting extremesLyn sees mild recession risk amid fiscal dominance and a two-speed economy, with reacceleration in 2026–27TGA fill and recent repo stress cited as short-term drags on Bitcoin liquidity“OG” distribution framed as an IPO-like rotation to broader holdersTreasury company update: Strive’s 12% SATA preferred and MicroStrategy’s new issuance, with scale advantages likely to concentrate winnersDebate on France’s proposed 1% unrealized wealth tax and why Bitcoin is productive monetary savings, not luxury wealth
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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59:59
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59:59
Inside the Mind of Satoshi with Phil Champagne
Celebrating White Paper Day Eve, the 17th anniversary of the Bitcoin white paperGuest Phil Champagne discusses the second edition of The Book of Satoshi, which now includes newly released private email exchanges from early Bitcoin contributors revealed through the COPA v. Craig Wright lawsuitChampagne explains how these emails deepen our understanding of Satoshi Nakamoto’s thinking and confirm that Bitcoin’s creator was likely a single individual, not a teamInsights into Satoshi’s mindset, motivations, and Austrian economics background—his aim to build a decentralized monetary system free from third partiesDiscussion of Bitcoin’s early forum culture, featuring figures like Hal Finney, Gavin Andresen, Martti Malmi, and James DonaldPhil recalls Satoshi’s elegant defense of Bitcoin as “digital gold that can be transmitted electronically,” countering Peter Schiff’s criticisms before they existedA deep dive into Satoshi’s genius in solving the Byzantine Generals Problem and inventing the difficulty adjustment, enabling digital scarcityChampagne reflects on the importance of Satoshi disappearing, decentralizing Bitcoin’s ownership and ensuring its neutralityThe hosts discuss how early skepticism and problem-solving exchanges shaped Bitcoin’s robust designClosing thoughts on Bitcoin’s evolution—Layer 2, privacy, and the belief that today’s challenges will be solved just as the “impossible” Byzantine problem once was
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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1:01:28
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1:01:28
Why Gold is Telegraphing Bitcoin's Next Move with Vijay Boyapati
Vijay Boyapati returns to Swan Signal Live to discuss Bitcoin’s role as pristine collateral and its integration into traditional finance.JP Morgan plans to offer loans backed by crypto ETFs—signaling growing institutional acceptance of Bitcoin as financial collateral.Vijay explains why Bitcoin’s properties—no counterparty risk, global liquidity, 24/7 markets—make it the best collateral ever created.Discussion on Bitcoin-backed loans: the risks of leverage, loan term structure, and how wealthy investors can borrow without selling BTC.Debate on Bitcoin’s financialization: libertarian skepticism vs. inevitability of Bitcoin entering traditional markets.Vijay breaks down Bitcoin adoption waves—from cypherpunks and libertarians to tech investors, retail, and now institutions.Analysis of gold vs. Bitcoin: gold’s dollar gains are dwarfed by its collapse in Bitcoin terms; Bitcoin is now the ultimate store of value.Conversation on U.S. debt, inflation, and AI productivity: can America grow its way out, or is currency debasement inevitable?Generational wealth divide: how Boomers benefited from inflation while Millennials’ only hope lies in Bitcoin adoption.Closing takes on CZ’s Trump pardon, Tucker Carlson’s Bitcoin skepticism, and Naval Ravikant’s misguided privacy-coin comments.
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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1:01:30
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1:01:30
Bitcoin Crash & Fed Pivot: Why the Thesis Still Holds
Bitcoin dropped to $106K after a sudden Friday sell-off, triggering panic across crypto markets—but Swan’s team remained calm, stressing the long-term thesis is unchanged.John Haar and Isaiah noted that Bitcoin fell just 10% while altcoins crashed 50–90%, underscoring Bitcoin’s liquidity and resilience.The team compared the pullback to past cycles, arguing this is not a cycle top but typical mid-bull market volatility.Discussion on Fed Chair Powell signaling an end to QT and potential rate cuts—seen as a tailwind for Bitcoin as monetary easing returns.John highlighted data showing Bitcoin rose 750% during the Fed’s tightening cycle, disproving the myth that Bitcoin only thrives under easy money.A deep dive into the Fed’s balance sheet showed that long-dated Treasury holdings have never decreased since 2008, signaling systemic dependence on debt monetization.Chamath Palihapitiya’s claim that quantum computing could break Bitcoin in 2–5 years was debunked—experts and developers agree it’s decades away and Bitcoin can adapt.The team explored how AI could reshape the economy, potentially displacing workers and pushing governments toward UBI—but also creating new industries and efficiencies.Brady and John debated whether UBI could be socially beneficial or harmful; both agreed Bitcoin offers protection in any fiat debasement scenario.The show wrapped with reactions to Larry Fink’s 60 Minutes appearance comparing Bitcoin to gold and Elon Musk’s recent positive Bitcoin comments.
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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53:40
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53:40
Tariff Turmoil, Gold’s Surge, and Bitcoin’s Institutional Era
The team jokes about “Bitcoin being dead again” after Trump’s new tariff threats against China tanked markets and briefly pulled Bitcoin to $117K.They analyze Trump’s tariff negotiation style, calling it political theater and a dip-buying opportunity for “active tariff dip buyers.”Discussion on Core V30 debates—Bitcoiners fighting among themselves as a “bear market signal,” contrasting with the historic block size wars.VJ Boyapati’s chart shows long consolidation phases in this cycle—evidence of healthier, institutional-driven adoption rather than retail mania.Gold hits $4,000/oz, outperforming U.S. stocks; the hosts link gold’s run to the global debasement trade and rising mainstream awareness of sound money.John Haar highlights that despite 40-year-high inflation, global debt-to-GDP barely fell, reinforcing the inevitability of fiscal dominance and currency debasement.Paul Tudor Jones reaffirms Bitcoin as the “fastest horse,” signaling institutional confidence alongside gold.Morgan Stanley opens Bitcoin access to wealth clients—another milestone in mainstream financial adoption.Square launches zero-fee Bitcoin payment integration for merchants, advancing Bitcoin’s medium-of-exchange use case.Discussion closes on Lightning yield experiments (8–9% APY) and Luxembourg’s sovereign Bitcoin purchase, showcasing Bitcoin’s expanding financial utility and global reach.
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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