Swan Signal Live - A Bitcoin Show

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 endo…

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 Mat…

• 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 …

• 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 <…

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) retireme…

• 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 …

• 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 Je…

• 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 Bitc…

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…

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…

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 yea…

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 …

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 poli…

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, J…

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 $…

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 pas…

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 $42…

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 ongoin…

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.…

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 equitie…