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Bitcoin Crash or Bull Run Setup? with Lyn Alden


Episode 217


Lyn Alden returns to discuss Bitcoin’s current cycle, macro conditions, and her new sci-fi novelPanel examines a ~25% pullback and whether it’s a pause or a new bear marketLyn argues halvings now mat…


Published on 17 hours ago

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Inside the Mind of Satoshi with Phil Champagne


Episode 216


Celebrating White Paper Day Eve, the 17th anniversary of the Bitcoin white paperGuest Phil Champagne discusses the second edition of The Book of Satoshi, which now includes newly released private ema…


Published on 1 week, 1 day ago

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Why Gold is Telegraphing Bitcoin's Next Move with Vijay Boyapati


Episode 215


Vijay Boyapati returns to Swan Signal Live to discuss Bitcoin’s role as pristine collateral and its integration into traditional finance.JP Morgan plans to offer loans backed by crypto ETFs—signaling…


Published on 2 weeks ago

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Bitcoin Crash & Fed Pivot: Why the Thesis Still Holds


Episode 214


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.John Haar and Isaiah noted t…


Published on 3 weeks ago

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Tariff Turmoil, Gold’s Surge, and Bitcoin’s Institutional Era


Episode 213


The team jokes about “Bitcoin being dead again” after Trump’s new tariff threats against China tanked markets and briefly pulled Bitcoin to $117K.They analyze Trump’s tariff negotiation style, callin…


Published on 4 weeks ago

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The Debasement Trade: Why Bitcoin Is Winning


Episode 212


Bitcoin kicks off October pressing against all-time highs near $123,900, setting an exciting tone for Q4Recap of BTC in DC at the Kennedy Center, featuring Michael Saylor, Cynthia Lummis, Adam Back, …


Published on 1 month ago

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Bitcoin Treasury Companies After the Bloodbath: What Survives and Why


Episode 211


Ben and Jeff break down Strive’s reverse merger and rapid acquisition of Similar Scientific—completed in just four days.The deal strengthens balance sheet credit quality, improves leverage capacity, …


Published on 1 month, 1 week ago

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Rate Cuts, Rising Debt, and the Third Fed Mandate


Episode 210


Fed cut 25 bps; panel debates politics creeping into policy and what it means for risk assetsTrump nominee Stephen Miran and the floated “third mandate” to “moderate long-term rates” seen as soft yie…


Published on 1 month, 2 weeks ago

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Fourth Turning Vibes


Episode 209


The panel opened with reflections on the tragic assassination of Charlie Kirk and other recent violent events, framing them through the lens of The Fourth Turning by Strauss & Howe.Discussion on how …


Published on 1 month, 3 weeks ago

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Rate Cuts Imminent, Yields Rising, Bitcoin Ready


Episode 208


 

Global long-yield rise vs. easing cycles; fiscal dominance and debt saturation

Fed cuts likely in September; inflation still >2%

Gold performance and the “trust migration” from fiat assets

Harvard endo…


Published on 2 months ago





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