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Bitcoin Amsterdam, Fiscal Dominance, Stimulus Talk, and the Massive Square Adoption Milestone

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Manage episode 519452547 series 2660001
Content provided by Swan Bitcoin. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Swan Bitcoin or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
  • 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

Swan Private helps HNWI, companies, trusts, and other entities go beyond legacy finance with BItcoin. Learn more at swan.com/private.

Put Bitcoin into your IRA and own your future. Check out swan.com/ira.

Swan Vault makes advanced Bitcoin security simple. Learn more at swan.com/vault.

  continue reading

233 episodes

Artwork
iconShare
 
Manage episode 519452547 series 2660001
Content provided by Swan Bitcoin. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Swan Bitcoin or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
  • 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

Swan Private helps HNWI, companies, trusts, and other entities go beyond legacy finance with BItcoin. Learn more at swan.com/private.

Put Bitcoin into your IRA and own your future. Check out swan.com/ira.

Swan Vault makes advanced Bitcoin security simple. Learn more at swan.com/vault.

  continue reading

233 episodes

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