Treasury’s Mixed Signals on Bitcoin Sparks Volatility

Swan Signal Live - A Bitcoin Show

• Anniversary reflections: 54 years since Nixon closed the gold window in 1971 and 5 years since MicroStrategy announced its first Bitcoin purchase
• Global inflation since 1971: No country has averaged <2% inflation, highlighting why Bitcoin matters as a hedge against fiat debasement
• Nixon’s 1971 speech revisited — false promises of “temporary” suspension and dollar “stability” contrasted with 89% dollar debasement since
• U.S. debt and deficits: July 2025 saw $338B in receipts vs. $630B in spending, underscoring the inevitability of growing debt burdens
• Deep dive: What’s Bitcoin’s greatest threat? Panel discussed regulation, quantum computing, mining centralization, custodian failure, and social consensus challenges
• Rate cuts incoming? Debate around September Fed meeting, with markets pricing an 85% chance of a cut despite hotter CPI prints
• Treasury Reserve: Treasury Secretary Bestyn flip-flops on whether the U.S. will acquire more Bitcoin, fueling speculation about policy direction
• Bitcoin treasury companies: Pubcos now hold 951,000 BTC; Sequans enters the top-25 list with >3,000 BTC in partnership with Swan
• MicroStrategy “Stretch” (STRC): Explained as a variable coupon preferred equity designed to tap bond-like capital pools, offering ~9% returns
• Quick hits: Bitcoin obituary count at all-time lows, Google Play walks back non-custodial wallet ban, UK pushes bizarre “delete emails to save water” advice, and James Chanos misunderstands network effects

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