Episode notes
- Bitcoin chops around ~$90k after a brief move toward ~$94k, highlighting a “flat net” year vs late-2024 levels
- Brady revisits a long-running thesis: institutions, corporates, and nation-states may be dampening the classic four-year boom/bust cycle
- Matthew Sigel (via Bernstein) is cited arguing for an elongated cycle, limited ETF outflows during a ~30% correction, and higher long-range price targets
- The show contrasts Bitcoin and gold narratives, using a long-cycle framework to discuss “debasement trade” environments and why hard assets can rotate vs equities
- The Fed’s latest moves are framed as balance-sheet expansion via “reserve management purchases” of T-bills—QE-by-another-name and “money printing,” even if not labeled QE
- A Supreme Court case is discussed regarding presidential removal authority of federal officials, and why the Fed is viewed as a politically sensitive “special case”
- Michael Saylor posts a cryptic “guess the bank” photo (identified by viewers as JPMorgan HQ), fueling speculation about warming big-bank relationships
- BitGo receives conditional OCC approval to convert to a national trust bank, emphasizing 100% reserves and nationwide digital-asset custody authority
- Do Kwon is sentenced (15 years) for the Terra/Luna collapse; the hosts discuss “orange-washing” and how Bitcoin branding can be used to legitimize scams
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- Satoshi’s final public post anniversary is noted as a core “feature” of Bitcoin—no founder, no leader, no centralized rule-changes—followed by a Swan product and services overview
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