In this special episode of Swan Signal Live , the team bids a heartfelt farewell to longtime host Steven Lubka as he steps away from his regular role. Steven reflects on nearly five transformative years at Swan, building Swan Private and helping onboard thousands of high-net-worth individuals into Bitcoin. Emotions run high as the crew reminisces on shared experiences and growth. The discussion then dives into major Bitcoin developments: Bitcoin in Mortgages: The FHFA is reportedly guiding Fanni...
Jun 27, 2025•1 hr 3 min•Ep. 198
Bitcoin continues its historic streak—43 consecutive days closing above $100,000. The Swan Signal crew dives into what this milestone means, including comparisons to Joe DiMaggio’s legendary hitting streak and the waning attention from normies, despite Bitcoin reaching all-time highs. Steven shares insight on why emerging markets and Bitcoin have outperformed, citing Lynn Alden’s early calls. Meanwhile, John highlights how the broader TradFi world is just starting to wake up to Bitcoin’s disrupt...
Jun 27, 2025•50 min•Ep. 197
Trump–Elon “Breakup” : The show kicks off with the high-profile political and cultural split between Donald Trump and Elon Musk. The hosts speculate whether the split was coordinated to help Elon politically, and explore what it says about naive techno-optimism in politics versus the hard constraints of monetary and fiscal reality. “Nothing Stops This Train” Theme : Echoing Lynn Alden and Luke Gromen, the crew reaffirms that the U.S. fiscal path is locked into deficit and debt expansion. Cutting...
Jun 06, 2025•1 hr 3 min•Ep. 196
Swan Signal Live – Episode Recap (May 17, 2025) Title: “All-Time High Week: Bitcoin Blasts to $111K, LBE Stocks Surge, and the Debt Train Rolls On” Guests: Brady Swenson, Alex Stanczyk, Steven Lubka, John Haar (Swan Private) 🚀 Bitcoin Hits $111K – “We Are So Back” After a five-month wait since January, Bitcoin breaks through to a new all-time high of $111K . Optimism surges among the Swan Private team as they reflect on the market momentum and macro backdrop. Traditional markets remain volatile...
May 23, 2025•57 min•Ep. 195
1. 500K Bitcoin Predictions & Market Sentiment The crew discussed the recent wave of bullish sentiment led by industry voices like Adam Back, Bitfinex analysts, and Vibes Capital. Adam Back predicts $500K–$1M this cycle, while Vibes Capital cites $100B in anticipated corporate treasury demand plus potential U.S. government Bitcoin buys. With consistent ETF inflows, particularly BlackRock’s IBIT, and support levels holding near $100K, sentiment is peaking. 2. Treasury Demand & Speculative...
May 16, 2025•51 min•Ep. 194
In this high-energy episode, Steven Lubka joins Swan Signal Live to discuss the resurgence of Bitcoin, macroeconomic shifts, and the rise of vibes-driven investing. Bitcoin surged over 30% in the past month, breaking above $103K amid easing U.S.-China trade tensions and a “wait and see” stance from the Federal Reserve. Lubka and the hosts break down how Bitcoin is thriving as both a risk-on asset and a safe haven in a volatile economic environment. They explore the emergence of leveraged Bitcoin...
May 09, 2025•55 min•Ep. 193
MicroStrategy’s Vision : A landmark two-hour earnings call revealed MSTR’s intensified strategy, expanding the “21/21 Plan” to a 42/42 Plan , doubling their equity and fixed income issuance goal to $42B each. Bitcoin Outperforming Tech : BTC has outpaced major tech stocks, decoupling from Nasdaq and S&P 500. The team discusses why Bitcoin is now seen as digital gold, not a speculative tech asset. The Rise of Bitcoin Treasuries : MSTR's creative debt and equity strategies — including STRIKE a...
May 03, 2025•1 hr 6 min•Ep. 192
Main Topics: This week’s episode of Swan Signal Live delivers a powerful mix of Bitcoin analysis, macroeconomic insights, and a dose of Swan-inspired creatine meme lore. The team dives into the ongoing “creatine craze” sparked by Brandon Quittem, which made waves even at institutional events like the Bitwise conference. Then it's all business—Bitcoin’s 10K+ weekly price rally is dissected, especially in contrast to traditional markets like the S&P 500, which are still reeling. The conversati...
Apr 25, 2025•59 min•Ep. 191
Macro Markets Update : John Haar notes markets have stabilized this week after recent volatility, driven largely by significant global trade and monetary reforms initiated by the Trump administration. Haar emphasizes the complexity and potential hurdles these reforms face, including public perception and economic disruptions. Global Trade and Tariff Impacts : Discussion on the administration's rapid tariff policy adjustments, the potential impacts on equities and treasury yields, and the need fo...
Apr 18, 2025•1 hr•Ep. 190
In this episode, the Swan team dives into the week’s tumultuous markets, triggered by escalating tariff tensions between the US and China. With sweeping tariff announcements initially roiling equities, a sudden pivot by the administration briefly stabilized stock prices—yet concerns remain about stress in market “plumbing,” particularly negative swap spreads and rising bond yields. The discussion highlights how quickly financial conditions can shift, forcing the Federal Reserve’s hand toward pot...
Apr 15, 2025•50 min•Ep. 189
This week’s Swan Signal Live unpacks a major market anomaly: on a day when the S&P 500, Nasdaq, and gold all dropped sharply, Bitcoin stayed strong—even ticking up. The team explores whether we’re witnessing the early stages of a true decoupling , as more voices from TradFi, including Joe Weisenthal and Larry Fink, acknowledge Bitcoin’s resilience. They also dive into Trump’s new tariff strategy , branded “Liberation Day,” raising questions about trade math, inflation, and how tariffs could ...
Apr 04, 2025•1 hr•Ep. 188
In this power-packed Swan Signal Live episode, the team unpacks one of the most explosive corporate Bitcoin developments since MicroStrategy: GameStop’s $1.3 billion raise—possibly growing to $1.5B—for “general corporate purposes”… and potentially Bitcoin. Ben Workman breaks down why this move makes strategic sense and how GameStop could become the second-largest public holder of BTC, right behind MicroStrategy. The crew explores what this means for corporate adoption, meme stock mania colliding...
Mar 28, 2025•1 hr 2 min•Ep. 187
In this high-energy episode of Swan Signal Live , the team dives into an action-packed week of Bitcoin and macro news. Steven kicks things off celebrating a hard-fought victory in Bitcoin Bugle’s “March Maxi Madness,” but the real meat of the show comes with analysis of the Fed’s dovish tone, Trump’s tariff plans, and growing signals of U.S. Bitcoin accumulation. Key Topics Covered: Fed Meeting Recap: John Haar lays out the Fed’s latest economic projections, highlighting Powell’s repeated emphas...
Mar 22, 2025•51 min•Ep. 186
In a historic moment for Bitcoin, Swan Signal Live brought together Lynn Alden, Ben Workman, and the Swan team to break down the U.S. government's newly established Strategic Bitcoin Reserve (SBR). The conversation highlighted the White House executive order, which cements Bitcoin—not crypto—as a strategic asset. Key Takeaways: Bitcoin Stockpile: The U.S. government will stop selling confiscated Bitcoin and maintain its holdings, signaling Bitcoin’s increasing importance in national reserves. Bi...
Mar 08, 2025•1 hr 3 min•Ep. 185
The crew tackled Bitcoin’s recent dip to 78k. They opened with a cheerful nod to the dip as a “soul-cleansing” buying opportunity, reflecting their seasoned perspective after years of volatility, including the 2020 COVID crash that birthed the show. They emphasized that Bitcoin’s long-term thesis remains unshaken despite the 20-25% drop from its 108k peak, aligning it with broader market pullbacks in stocks like Nvidia and Tesla. Vijay Boyapati’s insights framed the dip as typical bull market ch...
Feb 28, 2025•1 hr 4 min•Ep. 184
The crew kicks off with playful jabs about a recent game, musing if Canada could become the 51st U.S. state for its hockey flair and tariff-free maple syrup. The conversation swiftly pivots to Bitcoin, where the crew dives into market trends, spotlighting a chart from analyst Tur Demeester showing Bitcoin’s four-year holding pattern against gold, primed for an "epic" rally. They debate gold’s role as Bitcoin’s closest cousin, its price trends, and a potential Fort Knox audit hyped by Trump and M...
Feb 22, 2025•1 hr 12 min•Ep. 183
Swan Signal Live covered major Bitcoin developments, headlined by Abu Dhabi's sovereign wealth fund disclosing a $437M Bitcoin ETF position and Wisconsin's pension fund investing $321M in Bitcoin ETFs. State Street and Citibank announced plans to launch crypto custody services, marking another step in Bitcoin's institutional integration. The hosts discussed the mempool clearing for the first time in two years, suggesting Bitcoin's current primary use as a store of value rather than a payment sys...
Feb 15, 2025•1 hr 18 min•Ep. 182
In this episode of Swan Signal Live, the hosts discuss recent developments in the Bitcoin space. They analyze David Sachs' press conference regarding the potential U.S. Bitcoin Strategic Reserve, noting his repeated use of "Bitcoin reserve" rather than "digital assets." The conversation shifts to Trump's economic vision, including plans for a U.S. sovereign wealth fund modeled after Norway's approach. They explore how Norway has leveraged its natural resources and now has indirect Bitcoin exposu...
Feb 07, 2025•1 hr 5 min•Ep. 181
The latest Swan Signal Live episode covered major developments in Bitcoin and markets, including Trump's new tariffs on Canada, Mexico, and China, which caused some market volatility but saw quick recovery. A significant focus was Trump's executive order on digital assets, which prohibited CBDCs, protected individual rights to participate in blockchain networks, and proposed a national digital asset stockpile. The hosts discussed positive regulatory developments including Powell's comments on ba...
Jan 31, 2025•1 hr 2 min•Ep. 180
The latest episode of Swan Signal Live recapped a busy week for the Swan team, including a successful event in New York featuring Bitcoin thought leaders like Lynn Alden and Tad Smith. The crew discussed Bitcoin’s strong price movement alongside equities, driven by cooling inflation data and expectations of future Federal Reserve rate cuts. They explored the potential impact of regulatory changes, such as the repeal of SAB 121, on corporate Bitcoin adoption and how broader financial trends could...
Jan 19, 2025•58 min•Ep. 179
In this episode of Swan Signal Live , the crew dives into topics shaping Bitcoin and the broader economy. They reflect on the anniversary of Bitcoin's first transaction between Satoshi and Hal Finney, celebrating Bitcoin's transformative history. Discussions explore the macroeconomic impact of inflation targets, fiscal dominance, and shifting Federal Reserve policies, highlighting Bitcoin’s role as a hedge in an increasingly uncertain financial landscape. The crew also examines Bitcoin ETFs’ exp...
Jan 11, 2025•52 min•Ep. 178
In this Swan Signal Live episode, the crew reflected on 2024 and took some shots at predicting 2025. They broke down Bitcoin's killer performance - up 121% in 2024, crushing most other assets. The guys dug into a photo of Eric Trump with Michael Saylor at Mar-a-Lago, suggesting the Trump family is seriously warming up to Bitcoin. They debated odds of a U.S. Strategic Bitcoin Reserve under a potential Trump administration, throwing out 40-80% probability estimates. The crew's 2025 price predictio...
Jan 03, 2025•1 hr 9 min•Ep. 177
In this Swan Signal Live episode, the panel discussed Bitcoin's price pullback from $107k to $97k following Fed comments, viewing it as a normal bull market correction. They explored rumors of the UAE accumulating over 300,000 BTC ahead of potential US Strategic Bitcoin Reserve announcements, suggesting more nations may follow. The conversation covered evolving military technology and Bitcoin's role in future conflicts, noting a shift toward autonomous and cyber warfare. The hosts debated the fu...
Dec 20, 2024•1 hr 2 min•Ep. 176
The crew discussed major shifts happening in Bitcoin adoption and policy. They highlighted former CFTC Chairman Chris Giancarlo's compelling case for Bitcoin as digital gold, noting his observation that while banks have failed, the internet remains undefeated. Much of the conversation focused on the potential U.S. Bitcoin Strategic Reserve, with Eric Trump's recent speech reinforcing his father's commitment to making it happen – and other countries and states following suit. The political landsc...
Dec 13, 2024•1 hr 6 min•Ep. 175
In a recent Bitcoin podcast discussion, the crew analyzed Bitcoin's milestone of reaching $100,000, highlighted by supportive statements from Federal Reserve Chair Powell, Putin, and Trump within 24 hours. Powell's comparison of Bitcoin to gold rather than the dollar was seen as a significant shift in institutional recognition. The crew examined MicroStrategy's convertible bond strategy, now being replicated by other companies, while raising concerns about potential risks for late adopters attem...
Dec 06, 2024•1 hr 8 min•Ep. 174
Join the Swan Bitcoin team as they discuss Bitcoin nearing $100,000 and its broader implications. They delve into MicroStrategy's gains under Michael Saylor, Bitcoin's potential to address economic inequality, and its role as a global store of value. The hosts reflect on Bitcoin's mission to create systemic change, institutional interest in Bitcoin treasury strategies, and the idea of a US Bitcoin reserve. This episode captures a pivotal moment in Bitcoin’s journey while offering insights into i...
Nov 22, 2024•1 hr 8 min•Ep. 173
Brady, Brandon, John, and Steven discuss a potential Strategic Bitcoin Reserve legislation, implications of Political appointments and a Bitcoin-friendly administration, and Bitcoin price action and market dynamics. 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/vau...
Nov 16, 2024•1 hr 10 min•Ep. 172
This Swan Signal podcast discussed major Bitcoin developments following Trump's election win. Key points included: Bitcoin hitting new all-time highs around $77,000 Discussion of potential "super cycle" with $800k-850k price targets Analysis of Trump administration's likely pro-Bitcoin policies, including a Strategic Bitcoin Reserve Significance of the Lummis bill and possibility of US government Bitcoin purchases Record inflows into Bitcoin ETFs post-election Discussion of Fed policy and potent...
Nov 09, 2024•57 min•Ep. 171
In this Swan Signal Live episode, the hosts discussed the historic implications of Trump's election victory for Bitcoin. They highlighted how Elizabeth Warren's "war on crypto" has effectively ended, with pro-crypto candidates winning across Congress. The hosts emphasized Trump's promises, including creating a strategic Bitcoin reserve and freeing Ross Ulbricht. The second half featured the creators of Tuttle Twins, discussing their Bitcoin-focused educational cartoon episodes, including their l...
Nov 06, 2024•57 min•Ep. 170
In this Swan Signal Live episode, Lawrence Lepard joined Brady and John to discuss Bitcoin in politics ahead of Election Day. They reviewed how Bitcoin entered mainstream political discourse in 2024, including Trump's promises at the Nashville Bitcoin conference and bipartisan support for crypto legislation. The conversation focused heavily on America's dire fiscal situation, with Lepard expressing concern about unsustainable debt levels and potential currency crisis. They discussed how the curr...
Nov 04, 2024•1 hr•Ep. 169
