Show Notes
- Lyn Alden returns to discuss Bitcoin’s current cycle, macro conditions, and her new sci-fi novel
- Panel examines a ~25% pullback and whether it’s a pause or a new bear market
- Lyn argues halvings now matter less; macro and liquidity dominate price action
- John notes 2025 doesn’t resemble 2021’s top across inflation, M2, deficits, and Fed posture
- Bitcoin behaves more like a large-cap asset with institutional rebalancing muting extremes
- Lyn sees mild recession risk amid fiscal dominance and a two-speed economy, with reacceleration in 2026–27
- TGA fill and recent repo stress cited as short-term drags on Bitcoin liquidity
- “OG” distribution framed as an IPO-like rotation to broader holders
- Treasury company update: Strive’s 12% SATA preferred and MicroStrategy’s new issuance, with scale advantages likely to concentrate winners
- Debate on France’s proposed 1% unrealized wealth tax and why Bitcoin is productive monetary savings, not luxury wealth
► For high-net-worth individuals and corporations seeking to build generational wealth with Bitcoin, Swan Private is your guide
✔ https://www.swanbitcoin.com/private?utm_campaign=private&utm_medium=sponsorship&utm_source=podcast&utm_content=swan_signal_live
► Secure your bright orange future with the Swan IRA today! Real Bitcoin, no taxes
✔ https://www.swanbitcoin.com/ira?utm_campaign=ira&utm_medium=sponsorship&utm_source=podcast&utm_content=swan_signal_live
► Secure your Bitcoin with Swan Vault
✔ https://www.swanbitcoin.com/vault?utm_campaign=vault&utm_medium=sponsorship&utm_source=podcast&utm_content=swan_signal_live
► Download the all-new Swan Bitcoin App
✔ https://www.swanbitcoin.com/app?utm_campaign=app&utm_medium=sponsorship&utm_source=podcast&utm_content=swan_signal_live
► Want to learn more about Bitcoin? Check out Welcome To Bitcoin a FREE Introductory course. Learn about Bitcoin in under 1 hour!
✔ https://www.swanbitcoin.com/welcome?utm_campaign=welcome_to_bitcoin&utm_medium=sponsorship&utm_source=podcast&utm_content=swan_signal_live
► Connect with Swan Bitcoin:
✔ Twitter: https://twitter.com/Swan
✔ Instagram: https://instagram.com/SwanBitcoin
✔ LinkedIn: https://linkedin.com/company/swanbitcoin
✔ Threads: https://www.threads.com/@swanbitcoin
✔ Facebook: https://www.facebook.com/SwanBitcoin/
✔ TikTok: https://www.tiktok.com/@realswanbitcoin
