A New Year roundtable hands out 2025 Bitcoin “awards” and forecasts 2026, arguing the crab market killed cycle certainty while strengthening long-term legitimacy via policy shifts and institutional channels. They debate overhyped narratives, quietly compounding adoption, cultural memes, fiat dysfunction, and the risks of 24/7 “trade everything” speculation.

Brady and John recap a frustratingly flat 2025 for Bitcoin, then use the HODL anniversary as a framework for conviction: ignore the scoreboard, audit your thesis, and hold through volatility. They contrast Bitcoin’s lag with gold’s surge, debate ETF/derivatives dynamics, and argue macro deficits and financial surveillance keep strengthening Bitcoin’s long-term case.

Brady and John unpack Bitcoin’s sideways year near $90k and argue the four-year cycle may be breaking under stickier institutional demand. They cover gold-vs-Bitcoin “debasement trade” cycles, the Fed’s rebranded balance-sheet expansion, legal questions around Fed independence, BitGo’s bank approval, Do Kwon’s sentencing, and Satoshi’s legacy.

Brady, Cory, and John break down why today’s macro and institutional backdrop for Bitcoin is worlds better than 2021, even with choppy price action. They cover sovereign and Wall Street adoption, CFTC-regulated spot markets, MicroStrategy’s moves, Bitcoin’s energy role, and deliver a sharp moral and economic critique of prediction markets and the gambling economy.

Jeff Booth joins Swan Signal Live for a deep exploration of Bitcoin as humanity’s first true free-market system, contrasting it with the collapsing fiat control structure. He explains how AI, robotics, and deflation align with Bitcoin, why volatility is natural, how to build conviction, and why privacy layers are essential for a free future.

Brady and John break down a packed week in Bitcoin: strong vibes at Bitcoin Amsterdam, surging U.S. debt costs, policy shifts toward stimulus, and the Czech National Bank’s first Bitcoin purchase. They cover Square enabling Bitcoin payments for 4M merchants, SoFi adding Bitcoin, regulatory clarity, and why fundamentals remain stronger than ever.

Lyn Alden joins Brady and John to unpack Bitcoin’s pullback, explaining why macro liquidity now drives cycles more than halvings. They cover recession risk, TGA and repo pressures, OG distribution dynamics, treasury company financing, and France’s unrealized wealth tax proposal, outlining why the bull market likely extends beyond today’s consolidation.

On the eve of Bitcoin’s White Paper anniversary, author Phil Champagne joins Swan Signal to discuss the new edition of The Book of Satoshi. He shares insights from newly uncovered emails, explores Satoshi’s brilliance in solving the Byzantine problem, and reflects on how Bitcoin’s origins reveal its enduring genius.

Vijay Boyapati joins Swan Signal Live to explain why Bitcoin is the world’s best collateral and how its integration into finance marks unstoppable adoption. The hosts explore institutional Bitcoin lending, gold’s decline, U.S. debt, AI’s impact on productivity, and why millennials’ path to wealth runs through Bitcoin.

This week’s Swan Signal Live tackled Bitcoin’s sharp pullback, Fed easing signals, quantum FUD, and the economic impact of AI. Brady, John, Jason, and Isaiah explained why the Bitcoin thesis remains intact, dissected Fed balance sheet trends, mocked quantum panic, and explored how AI, UBI, and policy shifts intersect with Bitcoin’s long-term rise.

This week’s Swan Signal Live dives into Trump’s tariff shock, Bitcoin’s resilient consolidation, and why gold’s breakout reinforces the “debasement trade.” The Swan Private team unpacks fiscal dominance, institutional demand, and new adoption milestones—from Morgan Stanley to Square—revealing why Bitcoin’s next phase may be steadier, stronger, and more global than ever.

In this Swan Signal Live, John Haar, Isaiah Jackson, and Matt join to discuss Bitcoin’s surge toward all-time highs, highlights from BTC in DC, and the global macro backdrop of rate cuts, stimulus, and asset rallies. The team explores the “Debasement Trade,” digital IDs, CBDCs, and why Bitcoin remains the essential tool for individual freedom and generational wealth building.

This episode dives into Strive’s lightning-fast merger with Similar Scientific, the evolving Bitcoin Treasury Company sector, and the importance of scale for credit market access. Ben Workman and Jeff Walton discuss long-term strategy, investor psychology, housing and bond market risks, and why Bitcoin remains the ultimate foundation for wealth preservation.

The crew unpacks a 25 bps Fed cut, Stephen Miran’s “third mandate,” and shaky CPI/housing signals amid markets near highs. They weigh recession odds against policy backstops, debate fairness across generations, and survey Bitcoin treasury companies from PIPE overhangs to structured “tranches” funneling capital into BTC—arguing long-term asset ownership still wins.

This week’s Swan Signal Live tackles America’s turbulent moment through the lens of The Fourth Turning and Bitcoin’s role in rebuilding failing institutions. The team dives into macro shifts like China’s gold stacking, U.S. surveillance laws, stablecoin regulation, and MicroStrategy’s capital markets strategy. A sobering yet forward-looking discussion.

The team breaks down weakening labor data, near-certain September rate cuts, and why rising long yields scream fiscal dominance. Gold’s strength, Harvard’s BTC+gold allocation, Treasury buybacks, and Dalio’s warning all point the same way: fiat stress. Meanwhile, Bitcoin matures—volatile edges soften, treasuries adopt BTC, and new payment rails emerge.

This episode tackles Bitcoin’s late-summer price lag. The panel explains whale selling, ETF rotation, and seasonal weakness, while highlighting macro shifts in reserves, Fed politicization, and healthy fee dynamics. The store-of-value vs medium-of-exchange debate resurfaces, and Swan announces the handoff of the Specter project to a new nonprofit association.

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.

On this week’s Swan Signal Live, Brady and John were joined by Isaiah and Matt to cover inflation since 1971, U.S. debt, Bitcoin’s greatest threats, Fed policy, and the growing Bitcoin treasury trend. They also discussed MicroStrategy’s new “Stretch” issuance, Treasury Reserve developments, and why Bitcoin adoption is only accelerating.

Trump just signed an executive order allowing Bitcoin in 401(k) retirement accounts, while the Federal Reserve released notes on revaluing gold and even mentioned funding a strategic Bitcoin reserve. With new U.S. gold tariffs highlighting why Bitcoin can’t be taxed at the border, a 93% probability of FED rate cuts in September, and less than 30 days until the critical 500-day post-halving mark, the panel debates whether we’re about to see a parabolic blow-off top or the end of the 4-year Bitcoin cycle.