Episode notes
Bitcoin at All-Time Highs: The crew celebrates Bitcoin’s new all-time highs around $118K and discusses whether we’re due for a 10% pullback. Predictions ranged from a short-term dip at $119K to price discovery pushing beyond $130K.
Institutional Adoption & Bitcoin Treasuries:
Discussion on the rise of Bitcoin treasury companies like Sequans (guided by Swan) and how they differ in execution, strategy, and impact.
The panel emphasizes that these companies aren’t meant for retail speculation but as vehicles for institutions to gain Bitcoin exposure.
“Speculative attack at scale” is driving corporate demand for Bitcoin.
Quiet Retail Cycle: Despite price highs, retail interest remains muted, with Google Trends for “Bitcoin” near 2023 levels. The hosts see this as a bullish signal, suggesting institutional accumulation is driving the market.
Macro Environment:
Trump’s renewed market cheerleading and calls for lower interest rates.
Powell’s Fed likely to hold steady this month, with potential cuts later in the year.
The panel sees a “growth at all costs” fiscal pivot favoring risk assets.
Germany’s Blunder: Germany’s sale of 50K BTC at ~$58K now looks like a historic mistake.
Elon Musk & Bitcoin: Musk tweets “Fiat is hopeless,” fueling speculation about his future engagement with Bitcoin. The hosts warn against “politician and billionaire simping.”
14-Year-Old Bitcoin Moves: A 2011 wallet holding 80K BTC (~$8.7B) moved funds to new addresses. Likely for security upgrades, not immediate selling.
Swan Private Updates: Swan Private team shares stories about helping clients with Bitcoin wealth management, custody, and estate planning during this bull run.
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