About this episode
Bitcoin holds around ~$90K as Brady and John frame the current range as a “higher floor” era with potential upside catalysts still intact“Healthy hopium” segment compares Bitcoin adoption to the internet’s S-curve and revisits how skeptics routinely dismiss exponential technologiesDiscussion of long-horizon Bitcoin returns using a “wealth table” framing: short-term noise, long-term trend clarityLynn Alden’s view: recent selloff lows may hold as liquidity conditions improve and excess “Bitcoin treasury company” activity gets washed outETF adoption story accelerates: Morgan Stanley launches branded Bitcoin and Solana ETFs, notably skipping EthereumBank of America/Merrill opens advisor access to multiple spot Bitcoin ETFs with a framed 1–4% allocation for suitable clientsETF flows remain resilient: outflows are modest relative to the drawdown, suggesting a stickier, longer-term holder baseMacro/politics: Supreme Court tariff case is approaching a decision, with markets likely reacting in a messy, sector-specific way rather than a clean “tariffs on/off” binaryHousing policy: Trump floats MBS buying to compress mortgage spreads and proposes restricting institutional purchases of single-family homes, with questions on feasibility and real impactDefense policy whiplash: conflicting announcements trigger sharp moves in defense stocks, highlighting policy-driven volatility risk
? For high-net-worth individuals and corporations seeking to build generational wealth with Bitcoin, Swan Private is your guide ? https://www.swanbitcoin.com/private?utm_campaign=private&utm_medium=sponsorship&utm_source=podcast&utm_content=swan_signal_live ? Secure your bright orange future with the Swan IRA today! Real Bitcoin, no taxes ? https://www.swanbitcoin.com/ira?utm_campaign=ira&utm_medium=sponsorship&utm_source=podcast&utm_content=swan_signal_live ? Secure your Bitcoin with Swan Vault ? https://www.swanbitcoin.com/vault?utm_campaign=vault&utm_medium=sponsorship&utm_source=podcast&utm_content=swan_signal_live ? Download the all-new Swan Bitcoin App ? https://www.swanbitcoin.com/app?utm_campaign=app&utm_medium=sponsorship&utm_source=podcast&utm_content=swan_signal_live ? Want to learn more about Bitcoin? Check out Welcome To Bitcoin a FREE Introductory course. Learn about Bitcoin in under 1 hour! ? https://www.swanbitcoin.com/welcome?utm_campaign=welcome_to_bitcoin&utm_medium=sponsorship&utm_source=podcast&utm_content=swan_signal_live ? Connect with Swan Bitcoin: ? Twitter: https://twitter.com/Swan ? Instagram: https://instagram.com/SwanBitcoin ? LinkedIn: https://linkedin.com/company/swanbitcoin ? Threads: https://www.threads.com/@swanbitcoin ? Fa
