Swan Signal - A Bitcoin Podcast
1) Bitcoin Treasury Companies After the Bloodbath: What Survives and Why
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...Show More
2) Rate Cuts, Rising Debt, and the Third Fed Mandate
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 ge...Show More
3) Fourth Turning Vibes
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 Chin...Show More
4) Rate Cuts Imminent, Yields Rising, Bitcoin Ready
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 ...Show More
5) Why Is Bitcoin’s Price Lagging? The Truth Behind Whale Selling
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 health...Show More
6) Powell Sparks Bitcoin Surge
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 supercy...Show More
7) Treasury’s Mixed Signals on Bitcoin Sparks Volatility
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....Show More
8) Trump Opens 401Ks to Bitcoin as FED Eyes Gold Revaluation
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. ...Show More
9) MSTR's Q2 Earnings: A Bitcoin Milestone
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 t...Show More
10) Bitcoin Devouring Massive Sell Pressure
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 ...Show More