Swan Bitcoin
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They are already trying to rewrite the FTX story. The record is not ambiguous. A jury convicted Sam Bankman-Fried on all seven counts. Fraud, conspiracy, money laundering. And it did not start when FTX collapsed. It started years earlier, at Alameda. Fraud needs the dark. Bitcoin's ledger has
The Yen is collapsing, Kevin Warsh is switching teams, And there's only one way out. Cory Klippsten breaks it down in today's MACROHARD MINUTE.
Swan Sovereign is now open to everyone. Guided self-custody: you keep 100% of your keys, with a dedicated Swan expert guiding you at every step. Our founder Cory Klippsten on what it is and who it's for. Get started at swan.com/sovereign
This was a brutal weekend for Bitcoiners. If the Coldcard exploit hit you or someone you know, email us directly. Swan client or not, we'll help. support@swan.com Team Bitcoin. We'll get through this.
The U.S. national debt rose $3.04 trillion in 1 year. $8.33 billion per day. $347 million per hour. $5.78 million per minute. $96,362 per second. The debt ceiling moves. Bitcoin’s supply ceiling doesn’t.
America has a debt problem. The USA's WWII debt record has stood for 80 years. The Congressional Budget Office gives it 4 more. 1946: 106.1% of GDP 2030: 107.7% 2056: 175.1% Debt keeps climbing. Bitcoin stops at 21 million.
The largest holder of Bitcoin is still the sovereign individual. An estimated 12.6 million BTC is held without an identifiable third-party custodian, more than exchanges, ETFs, funds, companies and governments combined. Self-custody is not a fringe use case. It is the foundation.
Over the last decade, 8 of the major currencies lost more than 98% of their value against Bitcoin. The yen lost 99.4%. The dollar lost 99.0%. Even the Swiss franc lost 98.8%. Different central banks. Same result:
The dollar has no cap. Gold has no cap. Bitcoin has 21 million, forever. New Bitcoin issuance is cut in half every 4 years, fixed in code since 2009. It's already growing slower than gold comes out of the ground. By 2140, it stops for good. You can hold the one form of money engineered to run
Real inflation is worse than what the government is reporting. U.S. M2: +396% Consumer prices: +96% The money supply has nearly quintupled in 26 years. Bitcoin’s terminal supply is still 21 million. One system expands by policy. The other enforces scarcity by code. Choose your denominator.
Bitcoin’s drawdowns are getting shallower. Deepest drawdown by halving epoch: 93.1% → 84.9% → 83.4% → 76.7% → 53.1% so far. Volatility remains. The pattern is changing.
95% of the last decade was less painful for Bitcoin than right now. But history has shown this has been where the opportunity lives. Only 56.81% of Bitcoin UTXOs are currently in profit. This is the 5.24th percentile since July 2016. 25.9 percentage points below the 10-year average. After the
Bitcoin is the apex asset. What happened to someone who put in $100 every Friday since 2020? From January 3, 2020 through July 24, 2026, the same $34,300 was contributed to four different strategies: Bitcoin: $77,996 Gold: $64,283 S&P 500: $56,327 60/40 portfolio: $46,684 The Bitcoin
WOW: Since July 2020, Bitcoin has stripped roughly 30% per year from the S&P 500’s and gold’s value. Yes, this is even AFTER a 50% Bitcoin drawdown. Price the S&P 500 and gold in Bitcoin, then calculate their rolling 4-year moving averages to crush the cycle noise. Since July 2020: S&P 500
There are ~60 million millionaires in the world. There will only ever be 21 million Bitcoin. And only about 1 million addresses hold a whole coin. That number has stopped growing. Most millionaires will never own one. You still can.
There are ~60 million millionaires in the world. There will only ever be 21 million bitcoin. And only about 1 million addresses hold a whole coin. That number has stopped growing. Most millionaires will never own one. You still can.
Bitcoin's realized cap took 13.3 years to reach its first $500B. The next $500B took 497 days. Right now price is 47.8% below its peak. Realized cap is just 5.8% below its own. Price screamed. The on-chain cost basis kept the receipts. Realized cap values each UTXO at the price it last moved -
BITCOIN CIVIL WAR: Digital Cash vs Digital Capital Michael Saylor calls Bitcoin digital capital, but now says he is turning Bitcoin into money through digital credit. So what is Bitcoin really? Is it peer-to-peer digital cash meant to be spent, or pristine digital capital meant to be saved,
The entire history of money is the history of humans abusing control over money. Bitcoin is the first system where the rules are harder than the rulers. Adam how it all works, and why we're already winning.
Hal Finney saw the Bitcoin endgame before almost everyone. Before Wall Street cared. Before ETFs. Before sovereigns. ...Bitcoin is going to $1 million because it HAS TO.
"Inflation is more than rising prices. It's a theft of your time and effort!" Inflation is legalized dilution. Bitcoin is permissionless savings. New episode live: WATCH NOW!
"AI-driven labor displacement isn't just a buzzword; it could trigger massive spending changes." - John Haar, Swan
"Morgan Stanley’s Bitcoin ETF signifies a belief in persistent [Bitcoin] allocation by its vast client base." – John Haar, Swan When a powerhouse like Morgan Stanley moves, the world notices.
“Bitcoin is the last functioning smoke alarm. Watch what Bitcoin does, that's what risk assets are gonna do.” Amidst geopolitical uncertainty, Bitcoin remains a dynamic force. As traditional markets waver, Bitcoin demonstrates resilience by acting as a risk-off asset, defying expectations. The
“The AI cat is out of the bag. It's impossible to put back.” – Yan Pritzker, Swan Cofounder on CNBC AI doesn’t attack Bitcoin. It attacks everything around it: apps, companies, and users, faster and cheaper than ever. Where are you most vulnerable? 👇
“In a more multipolar world, gold becomes the central reserve asset.” - Lyn alden The financial landscape is evolving. As the US dollar steps back, neutral reserves like gold and potentially Bitcoin take the stage. The era of diversification is upon us, but are nations ready to pivot?
