Episode notes
Cory Klippsten is the CEO of Swan Bitcoin, the promoter and former adviser of the Sequans BTC treasury, and also a big advocate for bitcoin-only maximalism. In this episode, we catch up on what's been going on over the last year in Bitcoin.
Time stamps:
00:01:59 – The challenges and failures of leveraged Bitcoin equity strategies in the U.S., referencing companies like Sequans, Strike, and Strategy.
00:04:48 – Swan and the relaunch of "Bitcoin Cafe," a daily show that started on Clubhouse and later moved to Twitter.
00:05:48 – Cory introduces his new framework for understanding Bitcoin adoption, inspired by recent government actions, and frames it as a generational fight for monetary independence and freedom.
00:10:41 – Cory outlines Swan’s mission to promote Bitcoin adoption and self-custody, highlighting their "50 Days for Freedom" campaign with reduced fees to encourage participation.
00:14:39 – Cory shares stories from his grandfather’s WWII journal, drawing parallels between maintaining calm and responsibility during wartime and navigating challenging times in Bitcoin.
00:18:56 – Cory responds to a viewer’s question about his compensation for advising Sequans, disclosing that he received stock options and a small cash retainer.
00:22:09 – August 2026 Bitcoin hard forks & their economic impact.
00:29:25 – Cory explains his perspective on Bitcoin’s adoption, describing it as progressing through three sequential S-curves: store of value, medium of exchange, and unit of account.
00:30:33 – Cory voices skepticism about the new Bitcoin Development Consortium, particularly regarding the proposal to freeze Satoshi’s coins as part of their funding approach.
00:35:51 – The conversation addresses the increasing corporate and crypto-focused sponsorship of Bitcoin conferences, using the Las Vegas event as an example of this shift.
00:43:21 – Cory reflects on the evolution of Bitcoin content creation, contrasting the high-signal era of 2018 with today’s prevalence of AI-generated, lower-quality material.
01:02:51 – Cory explains Swan’s business model, emphasizing the separation of brokerage and custody to promote self-custody and ensure alignment with user interests.
01:09:26 – Cory discusses Swan’s ongoing educational initiatives, including the Swan Canon learning modules and the release of the "Bitcoin Season" documentary.
Time stamps:
00:01:59 – The challenges and failures of leveraged Bitcoin equity strategies in the U.S., referencing companies like Sequans, Strike, and Strategy.
00:04:48 – Swan and the relaunch of "Bitcoin Cafe," a daily show that started on Clubhouse and later moved to Twitter.
00:05:48 – Cory introduces his new framework for understanding Bitcoin adoption, inspired by recent government actions, and frames it as a generational fight for monetary independence and freedom.
00:10:41 – Cory outlines Swan’s mission to promote Bitcoin adoption and self-custody, highlighting their "50 Days for Freedom" campaign with reduced fees to encourage participation.
00:14:39 – Cory shares stories from his grandfather’s WWII journal, drawing parallels between maintaining calm and responsibility during wartime and navigating challenging times in Bitcoin.
00:18:56 – Cory responds to a viewer’s question about his compensation for advising Sequans, disclosing that he received stock options and a small cash retainer.
00:22:09 – August 2026 Bitcoin hard forks & their economic impact.
00:29:25 – Cory explains his perspective on Bitcoin’s adoption, describing it as progressing through three sequential S-curves: store of value, medium of exchange, and unit of account.
00:30:33 – Cory voices skepticism about the new Bitcoin Development Consortium, particularly regarding the proposal to freeze Satoshi’s coins as part of their funding approach.
00:35:51 – The conversation addresses the increasing corporate and crypto-focused sponsorship of Bitcoin conferences, using the Las Vegas event as an example of this shift.
00:43:21 – Cory reflects on the evolution of Bitcoin content creation, contrasting the high-signal era of 2018 with today’s prevalence of AI-generated, lower-quality material.
01:02:51 – Cory explains Swan’s business model, emphasizing the separation of brokerage and custody to promote self-custody and ensure alignment with user interests.
01:09:26 – Cory discusses Swan’s ongoing educational initiatives, including the Swan Canon learning modules and the release of the "Bitcoin Season" documentary.
