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Swan Bitcoin에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Swan Bitcoin 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
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Happy ATH! - Speculative Attack at Scale: Bitcoin’s Next Leg Up?

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Manage episode 493946480 series 2660001
Swan Bitcoin에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Swan Bitcoin 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

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.

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/vault.

  continue reading

226 에피소드

Artwork
icon공유
 
Manage episode 493946480 series 2660001
Swan Bitcoin에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Swan Bitcoin 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

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.

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/vault.

  continue reading

226 에피소드

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