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

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Manage episode 503239914 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.

Whales & Long-Term Holders Selling: Profit-taking by OG wallets is redistributing supply. Many are diversifying custody or rotating some BTC into ETFs for margin/borrowing flexibility.

Seasonality Matters: Bitcoin weakness in August/September is common; thin liquidity + vacation season amplify dips.

ETFs as Financial Rails: Institutions and wealthy holders prefer ETFs for cheaper margin rates compared to Bitcoin-backed loans.

Retail vs OG Perspective: Whale trims feel like “dumping” to retail but are natural in Bitcoin’s monetization process.

Global Reserves Shift: For the first time since the 1990s, central banks hold more gold than U.S. Treasuries—de-dollarization in motion.

Fed Politicization: The fight over Gov. Lisa Cook shows growing political pressure on the Fed under fiscal dominance.

Fee FUD Dismissed: Low on-chain fees ≠ security crisis. Dynamic fee markets ensure resilience.

Store of Value vs Medium of Exchange: False dichotomy—Bitcoin functions as both, but its SoV role dominates today.

Bitwise Framework: 2035 scenarios debated: bear $88K, base $1.3M, bull ~$3M. Panel skeptical of the low-end case.

Specter Association Launch: Swan transfers Specter to a new Swiss nonprofit. Yan Pritzker joins the board; roadmap now fully community-driven.

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

223 episodes

Artwork
iconShare
 
Manage episode 503239914 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.

Whales & Long-Term Holders Selling: Profit-taking by OG wallets is redistributing supply. Many are diversifying custody or rotating some BTC into ETFs for margin/borrowing flexibility.

Seasonality Matters: Bitcoin weakness in August/September is common; thin liquidity + vacation season amplify dips.

ETFs as Financial Rails: Institutions and wealthy holders prefer ETFs for cheaper margin rates compared to Bitcoin-backed loans.

Retail vs OG Perspective: Whale trims feel like “dumping” to retail but are natural in Bitcoin’s monetization process.

Global Reserves Shift: For the first time since the 1990s, central banks hold more gold than U.S. Treasuries—de-dollarization in motion.

Fed Politicization: The fight over Gov. Lisa Cook shows growing political pressure on the Fed under fiscal dominance.

Fee FUD Dismissed: Low on-chain fees ≠ security crisis. Dynamic fee markets ensure resilience.

Store of Value vs Medium of Exchange: False dichotomy—Bitcoin functions as both, but its SoV role dominates today.

Bitwise Framework: 2035 scenarios debated: bear $88K, base $1.3M, bull ~$3M. Panel skeptical of the low-end case.

Specter Association Launch: Swan transfers Specter to a new Swiss nonprofit. Yan Pritzker joins the board; roadmap now fully community-driven.

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

223 episodes

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