<ul><li>Lyn Alden returns to discuss Bitcoin’s current cycle, macro conditions, and her new sci-fi novel</li><li>Panel examines a ~25% pullback and whether it’s a pause or a new bear market</li><li>Lyn argues halvings now matter less; macro and liquidity dominate price action</li><li>John notes 2025 doesn’t resemble 2021’s top across inflation, M2, deficits, and Fed posture</li><li>Bitcoin behaves more like a large-cap asset with institutional rebalancing muting extremes</li><li>Lyn sees mild recession risk amid fiscal dominance and a two-speed economy, with reacceleration in 2026–27</li><li>TGA fill and recent repo stress cited as short-term drags on Bitcoin liquidity</li><li>“OG” distribution framed as an IPO-like rotation to broader holders</li><li>Treasury company update: Strive’s 12% SATA preferred and MicroStrategy’s new issuance, with scale advantages likely to concentrate winners</li><li>Debate on France’s proposed 1% unrealized wealth tax and why Bitcoin is productive monetary savings, not luxury wealth</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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