<ul><li>Bitcoin dropped to $106K after a sudden Friday sell-off, triggering panic across crypto markets—but Swan’s team remained calm, stressing the long-term thesis is unchanged.</li><li>John Haar and Isaiah noted that Bitcoin fell just 10% while altcoins crashed 50–90%, underscoring Bitcoin’s liquidity and resilience.</li><li>The team compared the pullback to past cycles, arguing this is not a cycle top but typical mid-bull market volatility.</li><li>Discussion on Fed Chair Powell signaling an end to QT and potential rate cuts—seen as a tailwind for Bitcoin as monetary easing returns.</li><li>John highlighted data showing Bitcoin rose 750% during the Fed’s tightening cycle, disproving the myth that Bitcoin only thrives under easy money.</li><li>A deep dive into the Fed’s balance sheet showed that long-dated Treasury holdings have never decreased since 2008, signaling systemic dependence on debt monetization.</li><li>Chamath Palihapitiya’s claim that quantum computing could break Bitcoin in 2–5 years was debunked—experts and developers agree it’s decades away and Bitcoin can adapt.</li><li>The team explored how AI could reshape the economy, potentially displacing workers and pushing governments toward UBI—but also creating new industries and efficiencies.</li><li>Brady and John debated whether UBI could be socially beneficial or harmful; both agreed Bitcoin offers protection in any fiat debasement scenario.</li><li>The show wrapped with reactions to Larry Fink’s 60 Minutes appearance comparing Bitcoin to gold and Elon Musk’s recent positive Bitcoin comments.</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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