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Treasury’s Mixed Signals on Bitcoin Sparks Volatility

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Manage episode 500640117 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.
  • Anniversary reflections: 54 years since Nixon closed the gold window in 1971 and 5 years since MicroStrategy announced its first Bitcoin purchase
  • Global inflation since 1971: No country has averaged <2% inflation, highlighting why Bitcoin matters as a hedge against fiat debasement
  • Nixon’s 1971 speech revisited — false promises of “temporary” suspension and dollar “stability” contrasted with 89% dollar debasement since
  • U.S. debt and deficits: July 2025 saw $338B in receipts vs. $630B in spending, underscoring the inevitability of growing debt burdens
  • Deep dive: What’s Bitcoin’s greatest threat? Panel discussed regulation, quantum computing, mining centralization, custodian failure, and social consensus challenges
  • Rate cuts incoming? Debate around September Fed meeting, with markets pricing an 85% chance of a cut despite hotter CPI prints
  • Treasury Reserve: Treasury Secretary Bestyn flip-flops on whether the U.S. will acquire more Bitcoin, fueling speculation about policy direction
  • Bitcoin treasury companies: Pubcos now hold 951,000 BTC; Sequans enters the top-25 list with >3,000 BTC in partnership with Swan
  • MicroStrategy “Stretch” (STRC): Explained as a variable coupon preferred equity designed to tap bond-like capital pools, offering ~9% returns
  • Quick hits: Bitcoin obituary count at all-time lows, Google Play walks back non-custodial wallet ban, UK pushes bizarre “delete emails to save water” advice, and James Chanos misunderstands network effects

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

221 episodes

Artwork
iconShare
 
Manage episode 500640117 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.
  • Anniversary reflections: 54 years since Nixon closed the gold window in 1971 and 5 years since MicroStrategy announced its first Bitcoin purchase
  • Global inflation since 1971: No country has averaged <2% inflation, highlighting why Bitcoin matters as a hedge against fiat debasement
  • Nixon’s 1971 speech revisited — false promises of “temporary” suspension and dollar “stability” contrasted with 89% dollar debasement since
  • U.S. debt and deficits: July 2025 saw $338B in receipts vs. $630B in spending, underscoring the inevitability of growing debt burdens
  • Deep dive: What’s Bitcoin’s greatest threat? Panel discussed regulation, quantum computing, mining centralization, custodian failure, and social consensus challenges
  • Rate cuts incoming? Debate around September Fed meeting, with markets pricing an 85% chance of a cut despite hotter CPI prints
  • Treasury Reserve: Treasury Secretary Bestyn flip-flops on whether the U.S. will acquire more Bitcoin, fueling speculation about policy direction
  • Bitcoin treasury companies: Pubcos now hold 951,000 BTC; Sequans enters the top-25 list with >3,000 BTC in partnership with Swan
  • MicroStrategy “Stretch” (STRC): Explained as a variable coupon preferred equity designed to tap bond-like capital pools, offering ~9% returns
  • Quick hits: Bitcoin obituary count at all-time lows, Google Play walks back non-custodial wallet ban, UK pushes bizarre “delete emails to save water” advice, and James Chanos misunderstands network effects

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

221 episodes

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