<ul><li>MicroStrategy’s new Stretch preferred equity product raised $2.5B—5x oversubscribed—marking the largest U.S. equity IPO in 2025 so far</li><li>Stretch offers a 9% yield, targeting fixed-income investors, and positions MicroStrategy to tap into trillions in money market capital</li><li>Discussion of the growing trend of Bitcoin Treasury companies, with over 160 firms now holding BTC on their balance sheets</li><li>Alex and John caution investors to treat Bitcoin-related equities as high-risk—spot Bitcoin should remain the core holding</li><li>Ray Dalio now recommends a 15% allocation to Bitcoin or gold, signaling growing institutional acceptance of Bitcoin as digital gold</li><li>The IMF’s energy FUD was debunked, with Daniel Batten and Lynn Alden praised for educating on Bitcoin’s use of stranded/wasted energy</li><li>U.S. government reaffirms the right to self-custody Bitcoin; however, progress on establishing a strategic Bitcoin reserve remains stalled</li><li>Coinbase quietly added 2,500 BTC in Q2—its largest quarterly accumulation yet—but is still criticized for its crypto-first strategy</li><li>Galaxy Digital’s $9B sale of 80K BTC had limited impact, showing Bitcoin’s market depth and growing institutional demand</li><li>Tucker Carlson’s discussion of central banks funding perpetual war is a sign Bitcoin-aligned ideas are entering mainstream discourse</li></ul>
Swan Private helps HNWI, companies, trusts, and other entities go beyond legacy finance with BItcoin. Learn more at <a href="swan.com/private">swan.com/private</a>. &nbsp;&nbsp;Put Bitcoin into your IRA and own your future. Check out <a href="swan.com/ira">swan.com/ira</a>.Swan Vault makes advanced Bitcoin security simple. Learn more at <a href="swan.com/vault">swan.com/vault</a>.&nbsp;

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