Swan Signal Live - A Bitcoin Show

Powell Sparks Bitcoin Surge

Episode Summary

This week on Swan Signal Live, Brady, John, Alec, and Jason unpack Jerome Powell’s dovish Fed signal, Bitcoin’s sharp rally, and the significance of the 200-day SMA crossing $100K. They debate supercycles vs boring “grind-ups,” address MicroStrategy FUD, BIS surveillance overreach, and laugh at Bitcoin’s latest cameo in South Park.

Episode Notes

• Lighthearted banter to kick things off—coffee, creatine, and mushroom elixirs fueling the Swan crew
• Market focus: Jerome Powell signals possible September Fed rate cut, sparking a sharp Bitcoin rally to $117K+
• Discussion on short-term market sentiment vs long-term conviction: zoom out, stay focused on fundamentals
• Technical analysis spotlight: Bitcoin’s 200-day SMA crosses $100K for the first time, historically a bullish long-term signal
• Debate over whether Bitcoin will continue classic boom–bust cycles or “grind boringly” upward due to ETF + institutional flows
• Bitcoin seasonality chart reviewed: September historically weak, but October and November deliver strong gains (“Uptober”)
• MicroStrategy revises MNAV guidance on ATM issuance—sparks short-term drama but long-term thesis remains unchanged
• Debate around Harvard economist Kenneth Rogoff’s anti-Bitcoin remarks (“$100 not $100K”) dismissed as stale FUD
• BIS proposal to blacklist “non-KYC tainted coins” sparks discussion on financial surveillance and freedom
• Lighter notes: Bitcoin cameo in South Park, Norwegian sovereign wealth fund adds MSTR/MetaPlanet exposure, Coinbase’s Brian Armstrong calls for $1M BTC by 2030