Swan Signal - A Bitcoin Podcast
1) Gradual Print vs Big Print: Bitcoin Sentiment Extremes and What Comes Next
A week after a violent Bitcoin selloff and rebound, Swan Signal Live digs into client psychology, bottom-formation patterns, and what macro disinflation could mean for Fed cuts. The crew reacts to Lyn...Show More
2) Leverage Flush, Big Rebound, and Why the Thesis Still Holds
Brady Swenson and John Haar unpack Bitcoin’s brutal drawdown and rapid rebound, arguing the thesis remains intact if you drop leverage and extend your time horizon. They contrast Bitcoin’s long-term a...Show More
3) Healthy Hopium: Gold’s Melt-Up, Silver’s Dump, and the Next Bitcoin Leg
Gold and silver suffer a sharp reversal after huge gains, sparking a broader discussion on why short-term divergences don’t invalidate Bitcoin’s long-term store-of-value thesis. The hosts dig into Fed...Show More
4) From Davos to Steak ’n Shake: Bitcoin’s Expanding Frontiers
This episode of Swan Signal Live examines gold’s surge, Bitcoin’s position late in the Fourth Turning, and growing cracks in fiat credibility. Brady and John connect macro politics, central banking, a...Show More
5) Bitcoin Is Fourth Turning Money: Iran, Venezuela, and the Collapse of Trust
Brady and Brandon Quittem use Fourth Turning theory to connect this week’s headlines—currency collapse in Iran, regime turbulence in Venezuela, and California’s billionaire-tax push—to a broader story...Show More
6) Healthy Hopium: Bitcoin Adoption Curve, ETF Stickiness, and Trump Shockwaves
Bitcoin chops near $90K, but Brady and John argue the long-term adoption and liquidity backdrop still supports constructive “healthy hopium.” They cover accelerating ETF institutionalization (Morgan S...Show More
7) 2026 Predictions and 2025 Awards - Bitcoin's New Era Starts Now
A New Year roundtable hands out 2025 Bitcoin “awards” and forecasts 2026, arguing the crab market killed cycle certainty while strengthening long-term legitimacy via policy shifts and institutional ch...Show More
8) Why Bitcoin Went Sideways in 2025: ETF Flows, Gold Outperformance, and the Patience Edge
Brady and John recap a frustratingly flat 2025 for Bitcoin, then use the HODL anniversary as a framework for conviction: ignore the scoreboard, audit your thesis, and hold through volatility. They con...Show More
9) Bitcoin Cycles Are Breaking: The Fed’s “Not-QE” QE + Institutional Floor at $90k?
Brady and John unpack Bitcoin’s sideways year near $90k and argue the four-year cycle may be breaking under stickier institutional demand. They cover gold-vs-Bitcoin “debasement trade” cycles, the Fed...Show More
Bitcoin Cycles Are Breaking: The Fed’s “Not-QE” QE + Institutional Floor at $90k?
54:16 | Dec 12th, 2025
10) Why Smart Money Isn’t Afraid of This Bitcoin Crash with Cory Klippsten
Brady, Cory, and John break down why today’s macro and institutional backdrop for Bitcoin is worlds better than 2021, even with choppy price action. They cover sovereign and Wall Street adoption, CFTC...Show More