On the eve of Bitcoin’s White Paper anniversary, author Phil Champagne joins Swan Signal to discuss the new edition of The Book of Satoshi. He shares insights from newly uncovered emails, explores Satoshi’s brilliance in solving the Byzantine problem, and reflects on how Bitcoin’s origins reveal its enduring genius.

Vijay Boyapati joins Swan Signal Live to explain why Bitcoin is the world’s best collateral and how its integration into finance marks unstoppable adoption. The hosts explore institutional Bitcoin lending, gold’s decline, U.S. debt, AI’s impact on productivity, and why millennials’ path to wealth runs through Bitcoin.

This week’s Swan Signal Live tackled Bitcoin’s sharp pullback, Fed easing signals, quantum FUD, and the economic impact of AI. Brady, John, Jason, and Isaiah explained why the Bitcoin thesis remains intact, dissected Fed balance sheet trends, mocked quantum panic, and explored how AI, UBI, and policy shifts intersect with Bitcoin’s long-term rise.

This week’s Swan Signal Live dives into Trump’s tariff shock, Bitcoin’s resilient consolidation, and why gold’s breakout reinforces the “debasement trade.” The Swan Private team unpacks fiscal dominance, institutional demand, and new adoption milestones—from Morgan Stanley to Square—revealing why Bitcoin’s next phase may be steadier, stronger, and more global than ever.

In this Swan Signal Live, John Haar, Isaiah Jackson, and Matt join to discuss Bitcoin’s surge toward all-time highs, highlights from BTC in DC, and the global macro backdrop of rate cuts, stimulus, and asset rallies. The team explores the “Debasement Trade,” digital IDs, CBDCs, and why Bitcoin remains the essential tool for individual freedom and generational wealth building.

This episode dives into Strive’s lightning-fast merger with Similar Scientific, the evolving Bitcoin Treasury Company sector, and the importance of scale for credit market access. Ben Workman and Jeff Walton discuss long-term strategy, investor psychology, housing and bond market risks, and why Bitcoin remains the ultimate foundation for wealth preservation.

The crew unpacks a 25 bps Fed cut, Stephen Miran’s “third mandate,” and shaky CPI/housing signals amid markets near highs. They weigh recession odds against policy backstops, debate fairness across generations, and survey Bitcoin treasury companies from PIPE overhangs to structured “tranches” funneling capital into BTC—arguing long-term asset ownership still wins.

This week’s Swan Signal Live tackles America’s turbulent moment through the lens of The Fourth Turning and Bitcoin’s role in rebuilding failing institutions. The team dives into macro shifts like China’s gold stacking, U.S. surveillance laws, stablecoin regulation, and MicroStrategy’s capital markets strategy. A sobering yet forward-looking discussion.

The team breaks down weakening labor data, near-certain September rate cuts, and why rising long yields scream fiscal dominance. Gold’s strength, Harvard’s BTC+gold allocation, Treasury buybacks, and Dalio’s warning all point the same way: fiat stress. Meanwhile, Bitcoin matures—volatile edges soften, treasuries adopt BTC, and new payment rails emerge.

This episode tackles Bitcoin’s late-summer price lag. The panel explains whale selling, ETF rotation, and seasonal weakness, while highlighting macro shifts in reserves, Fed politicization, and healthy fee dynamics. The store-of-value vs medium-of-exchange debate resurfaces, and Swan announces the handoff of the Specter project to a new nonprofit association.

This week on Swan Signal Live, Brady, John, Alec, and Jason unpack Jerome Powell’s dovish Fed signal, Bitcoin’s sharp rally, and the significance of the 200-day SMA crossing $100K. They debate supercycles vs boring “grind-ups,” address MicroStrategy FUD, BIS surveillance overreach, and laugh at Bitcoin’s latest cameo in South Park.

On this week’s Swan Signal Live, Brady and John were joined by Isaiah and Matt to cover inflation since 1971, U.S. debt, Bitcoin’s greatest threats, Fed policy, and the growing Bitcoin treasury trend. They also discussed MicroStrategy’s new “Stretch” issuance, Treasury Reserve developments, and why Bitcoin adoption is only accelerating.

Trump just signed an executive order allowing Bitcoin in 401(k) retirement accounts, while the Federal Reserve released notes on revaluing gold and even mentioned funding a strategic Bitcoin reserve. With new U.S. gold tariffs highlighting why Bitcoin can’t be taxed at the border, a 93% probability of FED rate cuts in September, and less than 30 days until the critical 500-day post-halving mark, the panel debates whether we’re about to see a parabolic blow-off top or the end of the 4-year Bitcoin cycle.

On this episode of Swan Signal Live, Brady, John, Matt, and Alex dissect MicroStrategy’s explosive $2.5B Stretch IPO, which signaled strong appetite for Bitcoin-adjacent yield products. They explore the expanding landscape of Bitcoin treasury companies and how institutional investors are beginning to rotate out of money markets and into higher-yielding, Bitcoin-linked instruments. The hosts also touch on Ray Dalio’s growing Bitcoin endorsement, Coinbase’s latest accumulation, and how energy FUD continues to be dismantled by data-driven advocates. They round things out with insights into Fed politics, Tucker Carlson's commentary on central banking and war, and signs of Bitcoin’s deepening integration into U.S. policy and financial systems.

This week’s Swan Signal dives into Trump’s pressure on the Fed, Powell’s awkward responses, and Bitcoin’s resilience as Galaxy sells 70,000 BTC. John Haar explains MicroStrategy’s latest raise, while Q and Isaiah highlight Swan Private’s role in helping clients prepare for a Bitcoin future. A smart, insightful episode with great macro takes.

Bitcoin hits another all-time high as U.S. legislation bans CBDCs and considers a $600 de minimis tax exemption. The team discusses Adam Back’s $4B SPAC deal, MicroStrategy’s massive Bitcoin hoard, institutional demand, and whether cycles are maturing. Bitcoin dominates headlines—even at the White House press briefing.

Bitcoin roared past $118K this week, and the Swan Private team broke down what’s driving the surge. With retail interest muted and Google search trends still near 2023 lows, this rally appears fueled by institutions and corporate treasuries. The team debated whether Bitcoin could hit $131K before a 10% pullback or if a healthy correction is already underway. They explored the rise of Bitcoin treasury companies like Sequans, which recently adopted a Bitcoin strategy with Swan’s guidance, and discussed how these vehicles could funnel trillions in institutional capital into Bitcoin. The panel also reacted to Elon Musk’s “Fiat is hopeless” tweet, Trump’s push for rate cuts, and Germany’s $3 billion Bitcoin blunder.

In this Swan Signal Live episode, Brady Swenson and John Haar talk with Swan CIO Ben Werkman and Adrian Morris about Bitcoin’s price action, macro trends, and Bitcoin treasury companies. With Bitcoin hovering near $110K, they discuss global liquidity spikes, the M2 money supply, and how deficits and political gridlock fuel the “nothing stops this train” meme. Werkman highlights Bitcoin as an exit from fiat’s consumption model, while Morris emphasizes responsible corporate adoption. They explore the ethics and impact of Bitcoin treasury strategies, stressing the importance of transparency and institutional demand.

In this farewell episode of Swan Signal Live, the team honors Steven Lubka’s impactful run as a host and builder of Swan Private. They cover major Bitcoin news including Fannie Mae and Freddie Mac moving to recognize Bitcoin in mortgage applications, Texas establishing a Bitcoin treasury reserve, and the growing trend of Bitcoin treasury companies. The hosts also discuss institutional adoption, including billionaire Philippe Laffont’s public Bitcoin regret, and respond to concerning ECB signals about directing retail savings. A reflective, insightful episode that captures both the personal and macro transformations in Bitcoin’s journey.

Bitcoin has closed above $100K for 43 straight days—a historic milestone, yet retail interest remains low. The team discusses gold, emerging markets, and Lynn Alden’s spot-on macro predictions. They critique Brian Armstrong’s late embrace of Bitcoin as a reserve currency and explore how the Genius Act could boost Bitcoin adoption via stablecoins. Closing thoughts question whether the classic four-year cycle is over, suggesting a shift to a slower, sustained “Saylor Cycle.”