Author | Lightnews

Swan Bitcoin @swanbitcoin.bsky.social · 2h

“When you see fear… when people are capitulating — that’s the blood you wanna buy.”

Matt Cole explains why this Bitcoin market is built for long-term thinkers, not short-term traders. 👇

SOURCE: The Hurdle Rate Podcast

Swan Bitcoin @swanbitcoin.bsky.social · 17h

“S&P just rated more Bitcoin on a balance sheet as a weakness.”

Gold slips. Liquidity expands.
Is capital quietly rotating from metal to math?

Why is TradFi still blind to the monetary revolution? 👇

Swan Bitcoin @swanbitcoin.bsky.social · 20h

“October’s a dangerous month to speculate. So are the other eleven.”
— Mark Twain

Buy #Bitcoin. HODL.

Swan Bitcoin @swanbitcoin.bsky.social · 22h

Bitcoin isn’t risky.
It exposes risk — the kind fiat accounting has hidden for decades.
The irony?
The “junk-rated” balance sheet is the only one holding pristine collateral.

Swan Bitcoin @swanbitcoin.bsky.social · 22h

Someday soon, S&P will call Bitcoin “capital.”
But by then, the yield will be gone and the opportunity will be priced in.
You don’t wait for the system to bless sound money — you front-run it.

Swan Bitcoin @swanbitcoin.bsky.social · 22h

Every month MSTR pays its dividends, that risk premium erodes.
Every quarter Bitcoin proves it isn’t going to zero, those rating agencies lose cover.
This is how paradigm shifts creep in — not with headlines, but balance sheets.

Swan Bitcoin @swanbitcoin.bsky.social · 22h

But here’s the twist: that “B-minus” opens doors.
Many pensions and insurers require a rating — any rating — before they can buy.
Now they can buy Bitcoin-backed instruments for the first time.

Swan Bitcoin @swanbitcoin.bsky.social · 22h

S&P isn’t wrong because they’re evil.
They’re incentivized to protect their reputation, not seek truth.
After 2008, they’ll never risk over-rating again — even if it means under-rating perfection.

Swan Bitcoin @swanbitcoin.bsky.social · 22h

This isn’t analysis — it’s reflex.
The same mindset that called mortgage debt “AAA” in 2007 now calls Bitcoin “junk.”
When legacy risk models break, they don’t evolve — they double down.

Swan Bitcoin @swanbitcoin.bsky.social · 22h

From the S&P report:

“Because most of the company’s assets are in bitcoin, and its bitcoin holdings are likely to continue to grow materially, we are likely to continue to view capital as a weakness.”

They’re penalizing the balance sheet for holding too much sound money.

Swan Bitcoin @swanbitcoin.bsky.social · 22h

Strategy holds billions in BTC — more liquidity than most S&P 500 companies.
Yet in S&P’s model, those sats have zero credit value.
They literally treat the world’s hardest asset like it could vanish tomorrow.

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Swan Bitcoin @swanbitcoin.bsky.social · 22h

S&P just rated MicroStrategy B-minus.
Same as a junk-bond issuer.
Why?
Because they don’t count Bitcoin as capital.
Let that sink in 🧵👇

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Swan Bitcoin @swanbitcoin.bsky.social · 1d

“I’m not gonna sell it. I believe in this thing.” – Pavel Durov, founder of Telegram

Why conviction + scarcity = asymmetric upside. The $1M BTC argument explained.

Swan Bitcoin @swanbitcoin.bsky.social · 1d

Most people still measure Bitcoin in dollars.
But the real story is how everything else measures in Bitcoin.

The era of “sound money” is back — just running on code, not coins.

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Swan Bitcoin @swanbitcoin.bsky.social · 1d

This is the monetary relay race of history:
Gold passed the baton to Bitcoin.
And there’s no hand-off back.

Swan Bitcoin @swanbitcoin.bsky.social · 1d

Gold peaked as the “store-of-value” for central banks.
Bitcoin is peaking as the “store-of-value” for civilization.

It’s digital, portable, and unforgeable.
Gold worked for ships. Bitcoin works for satellites.

Swan Bitcoin @swanbitcoin.bsky.social · 1d

Every chart tells the same story:
• Dollar down vs gold
• Gold down vs Bitcoin
• Everything down vs Bitcoin

Once you start measuring the world in Bitcoin, you see what’s really inflating — everything else.

Swan Bitcoin @swanbitcoin.bsky.social · 1d

Peter Schiff loves to say:
“Stocks haven’t risen in gold terms.”

He’s right — if gold is your money.
But in Bitcoin terms?
Stocks have collapsed.

The S&P 500 looks like Argentina’s peso when priced in sats.

Swan Bitcoin @swanbitcoin.bsky.social · 1d

Gold preserved wealth through the fiat era.
But Bitcoin is now preserving wealth from the fiat era.

It’s doing to gold what gold once did to the dollar.

Swan Bitcoin @swanbitcoin.bsky.social · 1d

In 2010, 1 Bitcoin = less than 1 gold coin.
Today, 1 Bitcoin buys 30 gold coins.

That’s not volatility.
That’s Bitcoin monetizing.

Swan Bitcoin @swanbitcoin.bsky.social · 1d

Since 1971, the dollar has lost 97% of its value against gold.
That’s what happens when money is unbacked — it bleeds purchasing power forever.

But now gold is bleeding too.

Swan Bitcoin @swanbitcoin.bsky.social · 1d

Gold is having a historic year.
Central banks are buying. Price in dollars is ripping.
But zoom out — and you’ll see something shocking.

Gold isn’t winning.
It’s losing — to Bitcoin. 🧵👇

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Swan Bitcoin @swanbitcoin.bsky.social · 1d

S&P Global Ratings has officially assigned a credit rating to
Michael Saylor's Strategy, marking the first-ever rating for a #Bitcoin treasury company.

Is TradFi finally catching on?

Swan Bitcoin @swanbitcoin.bsky.social · 1d

“The biggest families, the biggest companies, countries, sovereign wealth funds are all hoarding Bitcoin.” — Eric Trump

The people who move the world aren’t guessing.
They’re stacking. 🚀

Swan Bitcoin @swanbitcoin.bsky.social · 1d

The Truth About Money
It’s not a tech revolution.
It’s a mental one.
Money is belief.
Bitcoin is the next evolution.