<ul><li>Bitcoin chops around ~$90k after a brief move toward ~$94k, highlighting a “flat net” year vs late-2024 levels</li><li>Brady revisits a long-running thesis: institutions, corporates, and nation-states may be dampening the classic four-year boom/bust cycle</li><li>Matthew Sigel (via Bernstein) is cited arguing for an elongated cycle, limited ETF outflows during a ~30% correction, and higher long-range price targets</li><li>The show contrasts Bitcoin and gold narratives, using a long-cycle framework to discuss “debasement trade” environments and why hard assets can rotate vs equities</li><li>The Fed’s latest moves are framed as balance-sheet expansion via “reserve management purchases” of T-bills—QE-by-another-name and “money printing,” even if not labeled QE</li><li>A Supreme Court case is discussed regarding presidential removal authority of federal officials, and why the Fed is viewed as a politically sensitive “special case”</li><li>Michael Saylor posts a cryptic “guess the bank” photo (identified by viewers as JPMorgan HQ), fueling speculation about warming big-bank relationships</li><li>BitGo receives conditional OCC approval to convert to a national trust bank, emphasizing 100% reserves and nationwide digital-asset custody authority</li><li>Do Kwon is sentenced (15 years) for the Terra/Luna collapse; the hosts discuss “orange-washing” and how Bitcoin branding can be used to legitimize scams</li><li>Satoshi’s final public post anniversary is noted as a core “feature” of Bitcoin—no founder, no leader, no centralized rule-changes—followed by a Swan product and services overview</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;

Podurama

Home

Trending

Personal

Your Podcasts

New Episodes

My Files

Favourite Episodes

Tags (Folders)

Recently Played

Bookmarks

Followed Playlists

Bitcoin Cycles Are Breaking: The Fed’s “Not-QE” QE + Institutional Floor at $90k?

Swan Signal Live - A Bitcoin Show

AI Chapters

AI Insights

Reviews