Podcast Episodes

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 …

11 months 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 manda…

11 months, 1 week 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 F…

11 months, 2 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 …

11 months, 3 weeks ago

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Why Is Bitcoin’s Price Lagging? The Truth Behind Whale Selling

Episode 207

Whales & Long-Term Holders Selling: Profit-taking by OG wallets is redistributing supply. Many are diversifying custody or rotating some BTC into ETF…

1 year ago

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Powell Sparks Bitcoin Surge

Episode 206

Lighthearted banter to kick things off—coffee, creatine, and mushroom elixirs fueling the Swan crewMarket focus: Jerome Powell signals possible Septe…

1 year ago

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Treasury’s Mixed Signals on Bitcoin Sparks Volatility

Episode 205

Anniversary reflections: 54 years since Nixon closed the gold window in 1971 and 5 years since MicroStrategy announced its first Bitcoin purchaseGlob…

1 year ago

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Trump Opens 401Ks to Bitcoin as FED Eyes Gold Revaluation

Episode 204

 

Major Policy Shift: President Trump signs an executive order directing the Department of Labor to reexamine fiduciary guidance, opening the door for…

1 year ago

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MSTR's Q2 Earnings: A Bitcoin Milestone

Episode 203

MicroStrategy’s new Stretch preferred equity product raised $2.5B—5x oversubscribed—marking the largest U.S. equity IPO in 2025 so farStretch offers …

1 year ago

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Bitcoin Devouring Massive Sell Pressure

Episode 202

The Swan team humorously opened by mocking government spending inefficiency, referencing the Fed’s $3.1 billion office renovationDiscussed the unusua…

1 year, 1 month ago

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