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No One Is Bullish Enough — Bitcoin’s Real Run Starts Now!

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Manage episode 481777055 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.

In this high-energy episode, Steven Lubka joins Swan Signal Live to discuss the resurgence of Bitcoin, macroeconomic shifts, and the rise of vibes-driven investing. Bitcoin surged over 30% in the past month, breaking above $103K amid easing U.S.-China trade tensions and a “wait and see” stance from the Federal Reserve. Lubka and the hosts break down how Bitcoin is thriving as both a risk-on asset and a safe haven in a volatile economic environment.

They explore the emergence of leveraged Bitcoin equities — with companies like 21.co, Strive, and BTC Inc. launching MicroStrategy-style acquisition vehicles. Michael Saylor’s use of AI for novel financial instruments, including perpetual dividend products, is also highlighted.

State-level Bitcoin adoption accelerates: New Hampshire authorizes a strategic Bitcoin reserve (up to 5% of state funds), Missouri eliminates state capital gains tax (including for Bitcoin), and Arizona passes limited digital asset legislation. Light-hearted moments include celebrating a Villanova grad becoming the new Pope, and Steak ‘n Shake preparing to accept Bitcoin payments.

From market analysis to memes and sunlight-fueled asset management, the show delivers sharp insights with signature Swan humor and energy.
Macro Environment Update

Bitcoin up over 30% in 30 days, now above $103K.

Fed adopts a “wait and see” stance amid tariffs and economic uncertainty.

Signs of de-escalation in US-China trade tensions and emerging UK trade deals.

The market is reacting positively, with Bitcoin outpacing the S&P 500.

Bitcoin as Dual-Threat Asset

Steven highlights Bitcoin’s unique position as both a risk-on growth asset and a hedge against economic upheaval.

Bitcoin’s performance decoupling from traditional equities is becoming more visible.

Rise of Leveraged Bitcoin Equities

Several entities (e.g., Strive, 21.co, BTC Inc.) launching MicroStrategy-style SPACs and Bitcoin acquisition vehicles.

Michael Saylor’s innovative use of AI for financial engineering detailed in a behind-the-scenes segment.

Strategic Bitcoin Reserve Adoption

New Hampshire becomes the first U.S. state to authorize a Bitcoin strategic reserve (up to 5% of state funds).

Missouri scraps state capital gains tax (including on Bitcoin).

Arizona’s weaker digital assets fund legislation discussed.

Fun & Culture

Celebration of a Villanova grad becoming Pope.

Steak 'n Shake to accept Bitcoin — potential next corporate treasury candidate?

JD Vance announced as speaker at the Bitcoin 2025 Vegas conference.

Steven Lubka’s upcoming panel: “Bitcoin's Intersection of Health, Wealth, and Sunlight”.

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

211 episodes

Artwork
iconShare
 
Manage episode 481777055 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.

In this high-energy episode, Steven Lubka joins Swan Signal Live to discuss the resurgence of Bitcoin, macroeconomic shifts, and the rise of vibes-driven investing. Bitcoin surged over 30% in the past month, breaking above $103K amid easing U.S.-China trade tensions and a “wait and see” stance from the Federal Reserve. Lubka and the hosts break down how Bitcoin is thriving as both a risk-on asset and a safe haven in a volatile economic environment.

They explore the emergence of leveraged Bitcoin equities — with companies like 21.co, Strive, and BTC Inc. launching MicroStrategy-style acquisition vehicles. Michael Saylor’s use of AI for novel financial instruments, including perpetual dividend products, is also highlighted.

State-level Bitcoin adoption accelerates: New Hampshire authorizes a strategic Bitcoin reserve (up to 5% of state funds), Missouri eliminates state capital gains tax (including for Bitcoin), and Arizona passes limited digital asset legislation. Light-hearted moments include celebrating a Villanova grad becoming the new Pope, and Steak ‘n Shake preparing to accept Bitcoin payments.

From market analysis to memes and sunlight-fueled asset management, the show delivers sharp insights with signature Swan humor and energy.
Macro Environment Update

Bitcoin up over 30% in 30 days, now above $103K.

Fed adopts a “wait and see” stance amid tariffs and economic uncertainty.

Signs of de-escalation in US-China trade tensions and emerging UK trade deals.

The market is reacting positively, with Bitcoin outpacing the S&P 500.

Bitcoin as Dual-Threat Asset

Steven highlights Bitcoin’s unique position as both a risk-on growth asset and a hedge against economic upheaval.

Bitcoin’s performance decoupling from traditional equities is becoming more visible.

Rise of Leveraged Bitcoin Equities

Several entities (e.g., Strive, 21.co, BTC Inc.) launching MicroStrategy-style SPACs and Bitcoin acquisition vehicles.

Michael Saylor’s innovative use of AI for financial engineering detailed in a behind-the-scenes segment.

Strategic Bitcoin Reserve Adoption

New Hampshire becomes the first U.S. state to authorize a Bitcoin strategic reserve (up to 5% of state funds).

Missouri scraps state capital gains tax (including on Bitcoin).

Arizona’s weaker digital assets fund legislation discussed.

Fun & Culture

Celebration of a Villanova grad becoming Pope.

Steak 'n Shake to accept Bitcoin — potential next corporate treasury candidate?

JD Vance announced as speaker at the Bitcoin 2025 Vegas conference.

Steven Lubka’s upcoming panel: “Bitcoin's Intersection of Health, Wealth, and Sunlight”.

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

211 episodes

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