Swan Signal Live - A Bitcoin Show

Contrast between today’s macro backdrop and the 2021 Bitcoin peak, with tighter liquidity, higher rates, and far stronger structural support for Bitcoin Cory’s base case: no classic 80% “crypto winter” drawdowns anymore...

Jeff Booth explains why Bitcoin is the foundation for the world’s first true free market—one that naturally trends toward deflation and abundance Argues that existing fiat systems must inflate due to debt dynamics...

Brady joins from Bitcoin Amsterdam and reports extremely positive conference sentiment despite Bitcoin’s price consolidating around $95–105K Hosts discuss how price often disconnects from fundamentals and why Bitcoin’s...

Lyn Alden returns to discuss Bitcoin’s current cycle, macro conditions, and her new sci-fi novel Panel examines a ~25% pullback and whether it’s a pause or a new bear market Lyn argues halvings now matter less; macro...

Celebrating White Paper Day Eve, the 17th anniversary of the Bitcoin white paper Guest Phil Champagne discusses the second edition of The Book of Satoshi, which now includes newly released private email exchanges from...

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...

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...

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...

Bitcoin kicks off October pressing against all-time highs near $123,900, setting an exciting tone for Q4 Recap of BTC in DC at the Kennedy Center, featuring Michael Saylor, Cynthia Lummis, Adam Back, Pierre Rochard...

Ben and Jeff break down Strive’s reverse merger and rapid acquisition of Similar Scientific—completed in just four days. The deal strengthens balance sheet credit quality, improves leverage capacity, and positions the...

Fed cut 25 bps; panel debates politics creeping into policy and what it means for risk assets Trump nominee Stephen Miran and the floated “third mandate” to “moderate long-term rates” seen as soft yield-curve control...

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...

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...

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...

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+...

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 3,000 BTC in...

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...

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...

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...

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...

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...

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...

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...

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...

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...