Why this Bitcoin cycle is different: Coinbase Mortgage Down Payments + Strategy’s $42B ATM Setup

Show Notes

The discussion contrasts current Bitcoin conditions with 2022, noting that then there were no spot Bitcoin ETFs, no BlackRock promotion, less accumulation by Strategy, multiple failures and frauds (Celsius, Voyager, BlockFi, Three Arrows, FTX), and macro pressure from record CPI, Fed rate hikes, and quantitative tightening—arguing those factors aren’t present now and reinforcing the view that price has bottomed. It also covers Coinbase and Better’s new down payment program using a separate Bitcoin- or USDC-backed loan held in a Coinbase account alongside a standard Fannie Mae conforming mortgage, with Fannie Mae backing only the primary mortgage and Coinbase/Better taking the Bitcoin risk, and mentions the model reportedly avoids liquidation. Finally, it explains Strategy’s new $21B “Stretch” ATM and $21B MSTR ATM as authorization and infrastructure to raise funds at the market, not an immediate $42B purchase, highlighting Stretch’s variable coupon (11.5%) as an attractive vehicle for buying Bitcoin. 00:00 Why 2022 Won’t Repeat 00:42 Coinbase Bitcoin Mortgage Loan 01:50 No Liquidation Loan Twist 02:55 Strategy $42B ATM Explained 03:56 How Stretch Funds Bitcoin Buys 04:23 Wrap Up Bullish Signals ► 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=social&utm_source=youtube&utm_content=content_description ► Secure your bright orange future with the Swan IRA today! Real Bitcoin, no taxes ✔ https://www.swanbitcoin.com/ira?utm_campaign=ira&utm_medium=social&utm_source=youtube&utm_content=content_description ► Secure your Bitcoin with Swan Vault ✔ https://www.swanbitcoin.com/vault?utm_campaign=vault&utm_medium=social&utm_source=youtube&utm_content=content_description ► Download the all-new Swan Bitcoin App ✔ https://www.swanbitcoin.com/app?utm_campaign=app&utm_medium=social&utm_source=youtube&utm_content=content_description ► 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=social&utm_source=youtube&utm_content=content_description ► 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 WARNING: Beware of scammers who use Swan’s image and name in the comment section. We will never ask you to contact us through YouTube. If you have any questions and want to reach us directly, follow our Twitter account https://twitter.com/Swan and send us a message.