Swan Signal Live - A Bitcoin Show

Bitcoin Devouring Massive Sell Pressure

Episode Summary

This week’s Swan Signal dives into Trump’s pressure on the Fed, Powell’s awkward responses, and Bitcoin’s resilience as Galaxy sells 70,000 BTC. John Haar explains MicroStrategy’s latest raise, while Q and Isaiah highlight Swan Private’s role in helping clients prepare for a Bitcoin future. A smart, insightful episode with great macro takes.

Episode Notes

• The Swan team humorously opened by mocking government spending inefficiency, referencing the Fed’s $3.1 billion office renovation
• Discussed the unusual dynamic between President Trump and Fed Chair Jerome Powell, including Trump's public pressure for rate cuts and stimulus
• Analyzed the Fed Funds futures curve and how market expectations for rate cuts through 2026 are priced in via CME data
• Explored the Galaxy Digital sale of 70,000 BTC from a 2011 whale, highlighting Bitcoin's strong liquidity and resilience to heavy selling pressure
• John Haar explained MicroStrategy’s new $2.5 billion “Stretch” preferred stock, comparing it to a short-duration yield instrument with monthly payouts
• Debated fiat’s distortion of housing affordability and generational economic inequality, referencing wtfhappenedin1971.com and historical gold/minimum wage stats
• Reviewed BlackRock’s recent de-dollarization graphic, which shows central banks increasing gold reserves as USD dominance declines
• Q and Isaiah shared stories from the Swan Private team, focusing on estate planning and guiding high-net-worth clients in building generational Bitcoin wealth
• Discussed stimulus check rumors from Trump and why another round could signal further monetary debasement — and Bitcoin buying opportunities
• Closed with a breakdown of how Swan Private supports clients with education, planning, and personal relationships built around a Bitcoin standard