• Debate continues on whether the Fourth Turning has ended, with Swan arguing more systemic stress lies ahead
• Gold’s breakout is framed as validation of the debasement thesis, not a refutation of Bitcoin
• Bitcoin and gold are positioned as aligned assets against fiat debasement, with different strengths
• Cathie Wood suggests this cycle’s Bitcoin drawdown may be the shallowest in history
• Trump’s renewed stock-market cheerleading signals shifting political incentives ahead of midterms
• Davos discussions show Bitcoin is now taken seriously, though still begrudgingly, by central bankers
• Politicization of central banks is bullish for assets but bearish for fiat currencies
• Japan’s bond and currency volatility highlight long-term consequences of financial repression
• Steak ’n Shake adopting Bitcoin for treasury and employee pay reflects grassroots adoption
• TradFi continues integrating Bitcoin via annuities, tokenized securities, and ETFs

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► Want to learn more about Bitcoin? Check out Welcome To Bitcoin a FREE Introductory course. Learn about Bitcoin in under 1 hour!

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• Brandon recounts writing “Bitcoin and the Rhythms of History” in 2020 as a way to make sense of crisis-era dynamics and institutional decay
• Iran’s currency collapse is used as a real-time case study of how money failure fractures society, accelerates protests, and destroys savings
• The discussion frames the current moment as a “global” Fourth Turning, with synchronized instability, populism, and regime stress across regions
• Venezuela’s turmoil is interpreted through power vacuums, geopolitics, and resource incentives, alongside a skeptical take on nation-building efficacy
• California’s proposed “Billionaire Tax Act” is treated as a Fourth Turning signal: broken social contract, rising resentment, and a property-rights flashpoint
• The “supply vs demand of order” model is explained as a way to understand volatility when institutions cannot meet public demand for stability
• Generational archetypes are reviewed (Prophet, Nomad, Hero, Artist) as broad-strokes heuristics for how cohorts behave in crisis and rebuilding phases
• Bitcoin is positioned as “Fourth Turning money” and a new institution that replaces discretionary trust with protocol-enforced rules (“rules without rulers”)
• Energy and industrial capacity are discussed as strategic constraints, with AI/data centers shifting the public energy debate away from Bitcoin mining

► For high-net-worth individuals and corporations seeking to build generational wealth with Bitcoin, Swan Private is your guide

✔ https://www.swanbitcoin.com/private?utm_campaign=private&utm_medium=sponsorship&utm_source=podcast&utm_content=swan_signal_live

► Secure your bright orange future with the Swan IRA today! Real Bitcoin, no taxes

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► Want to learn more about Bitcoin? Check out Welcome To Bitcoin a FREE Introductory course. Learn about Bitcoin in under 1 hour!

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• Bitcoin holds around ~$90K as Brady and John frame the current range as a “higher floor” era with potential upside catalysts still intact
• “Healthy hopium” segment compares Bitcoin adoption to the internet’s S-curve and revisits how skeptics routinely dismiss exponential technologies
• Discussion of long-horizon Bitcoin returns using a “wealth table” framing: short-term noise, long-term trend clarity
• Lynn Alden’s view: recent selloff lows may hold as liquidity conditions improve and excess “Bitcoin treasury company” activity gets washed out
• ETF adoption story accelerates: Morgan Stanley launches branded Bitcoin and Solana ETFs, notably skipping Ethereum
• Bank of America/Merrill opens advisor access to multiple spot Bitcoin ETFs with a framed 1–4% allocation for suitable clients
• ETF flows remain resilient: outflows are modest relative to the drawdown, suggesting a stickier, longer-term holder base
• Macro/politics: Supreme Court tariff case is approaching a decision, with markets likely reacting in a messy, sector-specific way rather than a clean “tariffs on/off” binary
• Housing policy: Trump floats MBS buying to compress mortgage spreads and proposes restricting institutional purchases of single-family homes, with questions on feasibility and real impact
• Defense policy whiplash: conflicting announcements trigger sharp moves in defense stocks, highlighting policy-driven volatility risk

► For high-net-worth individuals and corporations seeking to build generational wealth with Bitcoin, Swan Private is your guide

✔ https://www.swanbitcoin.com/private?utm_campaign=private&utm_medium=sponsorship&utm_source=podcast&utm_content=swan_signal_live

► Secure your bright orange future with the Swan IRA today! Real Bitcoin, no taxes

✔ https://www.swanbitcoin.com/ira?utm_campaign=ira&utm_medium=sponsorship&utm_source=podcast&utm_content=swan_signal_live

► Secure your Bitcoin with Swan Vault

✔ https://www.swanbitcoin.com/vault?utm_campaign=vault&utm_medium=sponsorship&utm_source=podcast&utm_content=swan_signal_live

► Download the all-new Swan Bitcoin App

✔ https://www.swanbitcoin.com/app?utm_campaign=app&utm_medium=sponsorship&utm_source=podcast&utm_content=swan_signal_live

► Want to learn more about Bitcoin? Check out Welcome To Bitcoin a FREE Introductory course. Learn about Bitcoin in under 1 hour!

✔ https://www.swanbitcoin.com/welcome?utm_campaign=welcome_to_bitcoin&utm_medium=sponsorship&utm_source=podcast&utm_content=swan_signal_live

► Connect with Swan Bitcoin:

✔ Twitter: https://twitter.com/Swan

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