Swan Bitcoin
@swanbitcoin.bsky.social
Bitcoin-only financial services. Follow for #Bitcoin news, education, videos, memes, and more.
In a world of permanent liquidity, Bitcoin strategy matters more than timing.
Custody, inheritance, multi-sig, and long-term planning become non-negotiable.
That’s exactly what Swan Private is built for.
www.swanbitcoin.com/private?utm_...
Custody, inheritance, multi-sig, and long-term planning become non-negotiable.
That’s exactly what Swan Private is built for.
www.swanbitcoin.com/private?utm_...
December 15, 2025 at 7:05 PM
In a world of permanent liquidity, Bitcoin strategy matters more than timing.
Custody, inheritance, multi-sig, and long-term planning become non-negotiable.
That’s exactly what Swan Private is built for.
www.swanbitcoin.com/private?utm_...
Custody, inheritance, multi-sig, and long-term planning become non-negotiable.
That’s exactly what Swan Private is built for.
www.swanbitcoin.com/private?utm_...
The real divide isn’t Bitcoin vs gold.
It’s savers vs printers.
One system forces risk just to stay even.
The other rewards patience over time.
That difference compounds.
It’s savers vs printers.
One system forces risk just to stay even.
The other rewards patience over time.
That difference compounds.
December 15, 2025 at 7:05 PM
The real divide isn’t Bitcoin vs gold.
It’s savers vs printers.
One system forces risk just to stay even.
The other rewards patience over time.
That difference compounds.
It’s savers vs printers.
One system forces risk just to stay even.
The other rewards patience over time.
That difference compounds.
That’s why banks are flipping posture.
Custody. ETFs. Structured exposure.
Even former skeptics are building rails around Bitcoin now.
They see which direction capital is flowing.
Custody. ETFs. Structured exposure.
Even former skeptics are building rails around Bitcoin now.
They see which direction capital is flowing.
December 15, 2025 at 7:05 PM
That’s why banks are flipping posture.
Custody. ETFs. Structured exposure.
Even former skeptics are building rails around Bitcoin now.
They see which direction capital is flowing.
Custody. ETFs. Structured exposure.
Even former skeptics are building rails around Bitcoin now.
They see which direction capital is flowing.
The Fed’s dilemma is now permanent:
• Debt can’t be reduced
• Interest expense compounds
• Political systems can’t tighten meaningfully
So liquidity becomes policy.
Not emergency. Not stimulus. Baseline.
As Lyn Alden puts it: “the gradual print begins.”
• Debt can’t be reduced
• Interest expense compounds
• Political systems can’t tighten meaningfully
So liquidity becomes policy.
Not emergency. Not stimulus. Baseline.
As Lyn Alden puts it: “the gradual print begins.”
December 15, 2025 at 7:05 PM
The Fed’s dilemma is now permanent:
• Debt can’t be reduced
• Interest expense compounds
• Political systems can’t tighten meaningfully
So liquidity becomes policy.
Not emergency. Not stimulus. Baseline.
As Lyn Alden puts it: “the gradual print begins.”
• Debt can’t be reduced
• Interest expense compounds
• Political systems can’t tighten meaningfully
So liquidity becomes policy.
Not emergency. Not stimulus. Baseline.
As Lyn Alden puts it: “the gradual print begins.”
This is where gold comparisons start to miss the point.
Gold reacts after debasement shows up in inflation data.
Bitcoin prices debasement at the policy layer—before CPI ever moves.
Speed matters.
Gold reacts after debasement shows up in inflation data.
Bitcoin prices debasement at the policy layer—before CPI ever moves.
Speed matters.
December 15, 2025 at 7:05 PM
This is where gold comparisons start to miss the point.
Gold reacts after debasement shows up in inflation data.
Bitcoin prices debasement at the policy layer—before CPI ever moves.
Speed matters.
Gold reacts after debasement shows up in inflation data.
Bitcoin prices debasement at the policy layer—before CPI ever moves.
Speed matters.
Notice what didn’t happen during the recent correction.
ETF outflows stayed minimal.
Treasury buyers stepped in.
Balance sheets treated Bitcoin like inventory—not a trade.
That’s structural.
ETF outflows stayed minimal.
Treasury buyers stepped in.
Balance sheets treated Bitcoin like inventory—not a trade.
That’s structural.
December 15, 2025 at 7:05 PM
Notice what didn’t happen during the recent correction.
ETF outflows stayed minimal.
Treasury buyers stepped in.
Balance sheets treated Bitcoin like inventory—not a trade.
That’s structural.
ETF outflows stayed minimal.
Treasury buyers stepped in.
Balance sheets treated Bitcoin like inventory—not a trade.
That’s structural.
Bernstein put it plainly this week:
The four-year Bitcoin cycle is stretched into an elongated bull phase.
Less leverage.
Stickier capital.
Fewer blow-off tops—and fewer deep collapses.
The four-year Bitcoin cycle is stretched into an elongated bull phase.
Less leverage.
Stickier capital.
Fewer blow-off tops—and fewer deep collapses.
December 15, 2025 at 7:05 PM
Bernstein put it plainly this week:
The four-year Bitcoin cycle is stretched into an elongated bull phase.
Less leverage.
Stickier capital.
Fewer blow-off tops—and fewer deep collapses.
The four-year Bitcoin cycle is stretched into an elongated bull phase.
Less leverage.
Stickier capital.
Fewer blow-off tops—and fewer deep collapses.
That’s why the classic Bitcoin playbook is breaking.
Retail panic used to define drawdowns.
Now drawdowns trigger institutional accumulation instead.
Same asset. Entirely new buyer.
Retail panic used to define drawdowns.
Now drawdowns trigger institutional accumulation instead.
Same asset. Entirely new buyer.
December 15, 2025 at 7:05 PM
That’s why the classic Bitcoin playbook is breaking.
Retail panic used to define drawdowns.
Now drawdowns trigger institutional accumulation instead.
Same asset. Entirely new buyer.
Retail panic used to define drawdowns.
Now drawdowns trigger institutional accumulation instead.
Same asset. Entirely new buyer.
Permanent liquidity changes the game.
Markets stop pricing “cycles” and start pricing support floors.
Volatility still happens—but it behaves differently when capital expects rescue, not discipline.
Markets stop pricing “cycles” and start pricing support floors.
Volatility still happens—but it behaves differently when capital expects rescue, not discipline.
December 15, 2025 at 7:05 PM
Permanent liquidity changes the game.
Markets stop pricing “cycles” and start pricing support floors.
Volatility still happens—but it behaves differently when capital expects rescue, not discipline.
Markets stop pricing “cycles” and start pricing support floors.
Volatility still happens—but it behaves differently when capital expects rescue, not discipline.
Put it together:
AI compresses wages.
UBI flattens income.
Corporations absorb scarce assets.
The window to front-load Bitcoin collapses into the present.
AI compresses wages.
UBI flattens income.
Corporations absorb scarce assets.
The window to front-load Bitcoin collapses into the present.
December 12, 2025 at 5:27 PM
Put it together:
AI compresses wages.
UBI flattens income.
Corporations absorb scarce assets.
The window to front-load Bitcoin collapses into the present.
AI compresses wages.
UBI flattens income.
Corporations absorb scarce assets.
The window to front-load Bitcoin collapses into the present.
AI cuts payroll → margins expand → cash flows into Bitcoin → Bitcoin becomes collateral → more leverage → more Bitcoin.
That flywheel turns balance sheets into asset vacuums. Humans can’t compete on speed.
That flywheel turns balance sheets into asset vacuums. Humans can’t compete on speed.
December 12, 2025 at 5:27 PM
AI cuts payroll → margins expand → cash flows into Bitcoin → Bitcoin becomes collateral → more leverage → more Bitcoin.
That flywheel turns balance sheets into asset vacuums. Humans can’t compete on speed.
That flywheel turns balance sheets into asset vacuums. Humans can’t compete on speed.
Third force: corporate Bitcoin accumulation.
Public companies and ETFs already control a meaningful share of supply—and they never sleep, hesitate, or miss a quarter.
They compound relentlessly.
Public companies and ETFs already control a meaningful share of supply—and they never sleep, hesitate, or miss a quarter.
They compound relentlessly.
December 12, 2025 at 5:27 PM
Third force: corporate Bitcoin accumulation.
Public companies and ETFs already control a meaningful share of supply—and they never sleep, hesitate, or miss a quarter.
They compound relentlessly.
Public companies and ETFs already control a meaningful share of supply—and they never sleep, hesitate, or miss a quarter.
They compound relentlessly.
Once UBI arrives, the game flips from income flow to asset stock.
Your monthly check equalizes with the median.
Only what you already own determines future mobility.
Your monthly check equalizes with the median.
Only what you already own determines future mobility.
December 12, 2025 at 5:27 PM
Once UBI arrives, the game flips from income flow to asset stock.
Your monthly check equalizes with the median.
Only what you already own determines future mobility.
Your monthly check equalizes with the median.
Only what you already own determines future mobility.
But UBI must be financed.
Not through taxes—through balance sheet expansion.
Printing to fund stability erodes purchasing power, locking everyone into the same weakening income stream.
Not through taxes—through balance sheet expansion.
Printing to fund stability erodes purchasing power, locking everyone into the same weakening income stream.
December 12, 2025 at 5:27 PM
But UBI must be financed.
Not through taxes—through balance sheet expansion.
Printing to fund stability erodes purchasing power, locking everyone into the same weakening income stream.
Not through taxes—through balance sheet expansion.
Printing to fund stability erodes purchasing power, locking everyone into the same weakening income stream.
Second force: UBI.
When millions become structurally unemployable, governments have one move—mail everyone the same fiat stipend to preserve social stability.
UBI isn’t ideology. It’s political physics.
When millions become structurally unemployable, governments have one move—mail everyone the same fiat stipend to preserve social stability.
UBI isn’t ideology. It’s political physics.
December 12, 2025 at 5:27 PM
Second force: UBI.
When millions become structurally unemployable, governments have one move—mail everyone the same fiat stipend to preserve social stability.
UBI isn’t ideology. It’s political physics.
When millions become structurally unemployable, governments have one move—mail everyone the same fiat stipend to preserve social stability.
UBI isn’t ideology. It’s political physics.
When routine roles disappear, wages don’t just fall at the bottom.
The entire ladder compresses.
Out-earning peers through promotions, overtime, or hustle becomes structurally harder each year.
The entire ladder compresses.
Out-earning peers through promotions, overtime, or hustle becomes structurally harder each year.
December 12, 2025 at 5:27 PM
When routine roles disappear, wages don’t just fall at the bottom.
The entire ladder compresses.
Out-earning peers through promotions, overtime, or hustle becomes structurally harder each year.
The entire ladder compresses.
Out-earning peers through promotions, overtime, or hustle becomes structurally harder each year.
First force: AI is collapsing the wage ladder.
McKinsey estimates ~57% of U.S. work hours are already automatable.
This isn’t “someday.” It’s software that exists now—and payroll is the target.
McKinsey estimates ~57% of U.S. work hours are already automatable.
This isn’t “someday.” It’s software that exists now—and payroll is the target.
December 12, 2025 at 5:27 PM
First force: AI is collapsing the wage ladder.
McKinsey estimates ~57% of U.S. work hours are already automatable.
This isn’t “someday.” It’s software that exists now—and payroll is the target.
McKinsey estimates ~57% of U.S. work hours are already automatable.
This isn’t “someday.” It’s software that exists now—and payroll is the target.