Episode Details

• Brady joins from Bitcoin Amsterdam and reports extremely positive conference sentiment despite Bitcoin’s price consolidating around $95–105K
• Hosts discuss how price often disconnects from fundamentals and why Bitcoin’s thesis remains intact
• Review of historical “conference dumps” showing that IRL Bitcoin community morale stays strong even during drawdowns
• Deep dive on inflation, the disappearance of the U.S. penny, and long-term fiat degradation compared to Bitcoin
• Macro breakdown: surging U.S. interest expense now surpasses defense spending; government shutdown ends; TGA likely to release liquidity
• Discussion of proposed stimulus checks, 50-year mortgages, and portable/assumable mortgages as evidence policymakers won’t tolerate asset price deflation
• Czech National Bank allocates $1M to Bitcoin—first known central bank to do so
• U.S. regulatory update: Senate draft of the Clarity Act includes explicit protections for self-custody and P2P Bitcoin transactions
• SoFi becomes the first national bank to offer Bitcoin, Ethereum, and Solana purchases directly inside its banking app
• Major adoption milestone: Square enables Bitcoin/Lightning payments at 4 million merchants with optional Bitcoin settlement
• Market note: Michael Burry closes his fund, citing inability to understand today’s market—hosts contrast this with Bitcoin’s clear macro trajectory

► 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

    ✔ Facebook: https://www.facebook.com/SwanBitcoin/

    ✔ TikTok: https://www.tiktok.com/@realswanbitcoin