Swan Bitcoin
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“Bitcoin just printed one of the most violent sentiment collapses in its history.”
30% down from $126K to $89K.
Fear & Greed at 10 — worse than FTX, worse than COVID.
No blow-off top. No leverage nuke.
So what actually broke here? 👇
30% down from $126K to $89K.
Fear & Greed at 10 — worse than FTX, worse than COVID.
No blow-off top. No leverage nuke.
So what actually broke here? 👇
November 18, 2025 at 10:26 PM
“Bitcoin just printed one of the most violent sentiment collapses in its history.”
30% down from $126K to $89K.
Fear & Greed at 10 — worse than FTX, worse than COVID.
No blow-off top. No leverage nuke.
So what actually broke here? 👇
30% down from $126K to $89K.
Fear & Greed at 10 — worse than FTX, worse than COVID.
No blow-off top. No leverage nuke.
So what actually broke here? 👇
This is a generational stacking opportunity.
Buy the Bitcoin dip.
Buy the Bitcoin dip.
November 18, 2025 at 6:39 PM
This is a generational stacking opportunity.
Buy the Bitcoin dip.
Buy the Bitcoin dip.
“Mag 7 stocks had muted booms and busts… Bitcoin’s in that phase now.” – Lyn Alden
Apple, Microsoft, NVIDIA “topped” constantly on their way to $3–4T.
Bitcoin’s at its first mega-cap ceiling near $2T.
Expect disbelief… then repricing.
Apple, Microsoft, NVIDIA “topped” constantly on their way to $3–4T.
Bitcoin’s at its first mega-cap ceiling near $2T.
Expect disbelief… then repricing.
November 18, 2025 at 3:18 PM
“Mag 7 stocks had muted booms and busts… Bitcoin’s in that phase now.” – Lyn Alden
Apple, Microsoft, NVIDIA “topped” constantly on their way to $3–4T.
Bitcoin’s at its first mega-cap ceiling near $2T.
Expect disbelief… then repricing.
Apple, Microsoft, NVIDIA “topped” constantly on their way to $3–4T.
Bitcoin’s at its first mega-cap ceiling near $2T.
Expect disbelief… then repricing.
Rome wasn't built in a day.
Buy the Bitcoin dip.
Buy the Bitcoin dip.
November 17, 2025 at 8:45 PM
Rome wasn't built in a day.
Buy the Bitcoin dip.
Buy the Bitcoin dip.
"When the fiat currency fails… we will rebase to satoshis.” — Samson Mow
A U.S. Strategic Bitcoin Reserve isn’t a flex.
It’s a contingency plan for when trust in the dollar breaks.
Stack enough BTC on the sovereign balance sheet…
and rebasing to sats becomes policy, not a meme.
SOURCE: The David
A U.S. Strategic Bitcoin Reserve isn’t a flex.
It’s a contingency plan for when trust in the dollar breaks.
Stack enough BTC on the sovereign balance sheet…
and rebasing to sats becomes policy, not a meme.
SOURCE: The David
November 17, 2025 at 8:06 PM
"When the fiat currency fails… we will rebase to satoshis.” — Samson Mow
A U.S. Strategic Bitcoin Reserve isn’t a flex.
It’s a contingency plan for when trust in the dollar breaks.
Stack enough BTC on the sovereign balance sheet…
and rebasing to sats becomes policy, not a meme.
SOURCE: The David
A U.S. Strategic Bitcoin Reserve isn’t a flex.
It’s a contingency plan for when trust in the dollar breaks.
Stack enough BTC on the sovereign balance sheet…
and rebasing to sats becomes policy, not a meme.
SOURCE: The David
Plus:
• SOFI rolling out Bitcoin to all customers
• Senate draft protecting self-custody + P2P
• Shutdown ends, liquidity pressure lifts
• Stimulus chatter returns
• 50-year + portable mortgages to support housing
• Fed board shifting dovish
None of this is bearish.
• SOFI rolling out Bitcoin to all customers
• Senate draft protecting self-custody + P2P
• Shutdown ends, liquidity pressure lifts
• Stimulus chatter returns
• 50-year + portable mortgages to support housing
• Fed board shifting dovish
None of this is bearish.
November 17, 2025 at 7:08 PM
Plus:
• SOFI rolling out Bitcoin to all customers
• Senate draft protecting self-custody + P2P
• Shutdown ends, liquidity pressure lifts
• Stimulus chatter returns
• 50-year + portable mortgages to support housing
• Fed board shifting dovish
None of this is bearish.
• SOFI rolling out Bitcoin to all customers
• Senate draft protecting self-custody + P2P
• Shutdown ends, liquidity pressure lifts
• Stimulus chatter returns
• 50-year + portable mortgages to support housing
• Fed board shifting dovish
None of this is bearish.
And one of the biggest catalysts yet:
Square activated Bitcoin payments across 4 million merchants.
Lightning rails.
0% fees until 2027.
Pay in dollars or BTC — merchant settles however they want.
This is the first real mainstream glide path for Bitcoin as a payment rail.
Square activated Bitcoin payments across 4 million merchants.
Lightning rails.
0% fees until 2027.
Pay in dollars or BTC — merchant settles however they want.
This is the first real mainstream glide path for Bitcoin as a payment rail.
November 17, 2025 at 7:08 PM
And one of the biggest catalysts yet:
Square activated Bitcoin payments across 4 million merchants.
Lightning rails.
0% fees until 2027.
Pay in dollars or BTC — merchant settles however they want.
This is the first real mainstream glide path for Bitcoin as a payment rail.
Square activated Bitcoin payments across 4 million merchants.
Lightning rails.
0% fees until 2027.
Pay in dollars or BTC — merchant settles however they want.
This is the first real mainstream glide path for Bitcoin as a payment rail.
A central bank bought Bitcoin.
The Czech National Bank made the first official allocation — a small “test portfolio,” which is institutional code for:
We’re learning before scaling.
Ten years ago this was unthinkable. Today it barely trends.
The Czech National Bank made the first official allocation — a small “test portfolio,” which is institutional code for:
We’re learning before scaling.
Ten years ago this was unthinkable. Today it barely trends.
November 17, 2025 at 7:07 PM
A central bank bought Bitcoin.
The Czech National Bank made the first official allocation — a small “test portfolio,” which is institutional code for:
We’re learning before scaling.
Ten years ago this was unthinkable. Today it barely trends.
The Czech National Bank made the first official allocation — a small “test portfolio,” which is institutional code for:
We’re learning before scaling.
Ten years ago this was unthinkable. Today it barely trends.
Bitcoin just tagged $92,000 and sentiment is worse than the 2022 FTX bottom and 2020 Covid crash.
Everyone’s afraid. Everyone’s asking if the cycle is dead.
But here’s the twist:
We may be living through the most bullish setup Bitcoin has ever seen.
Here’s the disconnect. 🧵👇
Everyone’s afraid. Everyone’s asking if the cycle is dead.
But here’s the twist:
We may be living through the most bullish setup Bitcoin has ever seen.
Here’s the disconnect. 🧵👇
November 17, 2025 at 7:07 PM
Bitcoin just tagged $92,000 and sentiment is worse than the 2022 FTX bottom and 2020 Covid crash.
Everyone’s afraid. Everyone’s asking if the cycle is dead.
But here’s the twist:
We may be living through the most bullish setup Bitcoin has ever seen.
Here’s the disconnect. 🧵👇
Everyone’s afraid. Everyone’s asking if the cycle is dead.
But here’s the twist:
We may be living through the most bullish setup Bitcoin has ever seen.
Here’s the disconnect. 🧵👇
“There are so many early holders… ever since 2017, $100,000 was the level at which people always said they’d sell some.” — Cory Klippsten in MarketWatch.
This isn’t panic. It’s long-expected distribution.
This isn’t panic. It’s long-expected distribution.
November 17, 2025 at 5:21 PM
“There are so many early holders… ever since 2017, $100,000 was the level at which people always said they’d sell some.” — Cory Klippsten in MarketWatch.
This isn’t panic. It’s long-expected distribution.
This isn’t panic. It’s long-expected distribution.
Harvard just increased its Bitcoin exposure by 237%.
Its 13F is now 20% Bitcoin and 11% gold — the sound-money barbell.
Hardest digital asset + hardest physical asset.
No altcoins. No memecoins.
Just a 400-year institution allocating like it plans to outlast inflation.
Its 13F is now 20% Bitcoin and 11% gold — the sound-money barbell.
Hardest digital asset + hardest physical asset.
No altcoins. No memecoins.
Just a 400-year institution allocating like it plans to outlast inflation.
November 17, 2025 at 4:36 PM
Harvard just increased its Bitcoin exposure by 237%.
Its 13F is now 20% Bitcoin and 11% gold — the sound-money barbell.
Hardest digital asset + hardest physical asset.
No altcoins. No memecoins.
Just a 400-year institution allocating like it plans to outlast inflation.
Its 13F is now 20% Bitcoin and 11% gold — the sound-money barbell.
Hardest digital asset + hardest physical asset.
No altcoins. No memecoins.
Just a 400-year institution allocating like it plans to outlast inflation.
“Wall Street just woke up to the ‘monetary debasement trade’… five years late.” – Larry Lepard
They’re still hiding in gold while JP Morgan quietly starts taking Bitcoin as collateral.
Gold is the warm-up act. Bitcoin is the main event.
SOURCE: Coin Stories with Natalie Brunell
They’re still hiding in gold while JP Morgan quietly starts taking Bitcoin as collateral.
Gold is the warm-up act. Bitcoin is the main event.
SOURCE: Coin Stories with Natalie Brunell
November 17, 2025 at 2:41 PM
“Wall Street just woke up to the ‘monetary debasement trade’… five years late.” – Larry Lepard
They’re still hiding in gold while JP Morgan quietly starts taking Bitcoin as collateral.
Gold is the warm-up act. Bitcoin is the main event.
SOURCE: Coin Stories with Natalie Brunell
They’re still hiding in gold while JP Morgan quietly starts taking Bitcoin as collateral.
Gold is the warm-up act. Bitcoin is the main event.
SOURCE: Coin Stories with Natalie Brunell
Michael Saylor just announced that Strategy added 8,178 BTC for $835.6M at an average price of ~$102,171 per coin.
They now hold 649,870 BTC with a $74,433 cost basis.
This is Strategy’s largest Bitcoin purchase since July 🔥
They now hold 649,870 BTC with a $74,433 cost basis.
This is Strategy’s largest Bitcoin purchase since July 🔥
November 17, 2025 at 1:49 PM
Michael Saylor just announced that Strategy added 8,178 BTC for $835.6M at an average price of ~$102,171 per coin.
They now hold 649,870 BTC with a $74,433 cost basis.
This is Strategy’s largest Bitcoin purchase since July 🔥
They now hold 649,870 BTC with a $74,433 cost basis.
This is Strategy’s largest Bitcoin purchase since July 🔥
“In the next five years it’s fascism or communism — that’s the result of a broken money system.” – Erik Cason
When money dies, politics loses its center. Bitcoin is neutral ground in an age of extremism.
SOURCE: What Bitcoin Did with Danny Knowles
When money dies, politics loses its center. Bitcoin is neutral ground in an age of extremism.
SOURCE: What Bitcoin Did with Danny Knowles
November 16, 2025 at 1:22 PM
“In the next five years it’s fascism or communism — that’s the result of a broken money system.” – Erik Cason
When money dies, politics loses its center. Bitcoin is neutral ground in an age of extremism.
SOURCE: What Bitcoin Did with Danny Knowles
When money dies, politics loses its center. Bitcoin is neutral ground in an age of extremism.
SOURCE: What Bitcoin Did with Danny Knowles
Why Bitcoin Works Here
Thailand is dealing with inflation, low wages, and massive distrust in banks.
So when you mention Bitcoin… people actually listen.
This is why adoption is exploding.
Thailand is dealing with inflation, low wages, and massive distrust in banks.
So when you mention Bitcoin… people actually listen.
This is why adoption is exploding.
November 15, 2025 at 8:46 PM
Why Bitcoin Works Here
Thailand is dealing with inflation, low wages, and massive distrust in banks.
So when you mention Bitcoin… people actually listen.
This is why adoption is exploding.
Thailand is dealing with inflation, low wages, and massive distrust in banks.
So when you mention Bitcoin… people actually listen.
This is why adoption is exploding.
“If you own Bitcoin and you have it in self-custody, it’s yours. Nobody can take it from you.” – Erik Cason
That’s not a price prediction — that’s an escape plan.
A little Bitcoin, 10+ years, key unmoved… that’s your lifeboat out of a dystopian fiat system.
SOURCE: What Bitcoin Did with Danny
That’s not a price prediction — that’s an escape plan.
A little Bitcoin, 10+ years, key unmoved… that’s your lifeboat out of a dystopian fiat system.
SOURCE: What Bitcoin Did with Danny
November 15, 2025 at 5:39 PM
“If you own Bitcoin and you have it in self-custody, it’s yours. Nobody can take it from you.” – Erik Cason
That’s not a price prediction — that’s an escape plan.
A little Bitcoin, 10+ years, key unmoved… that’s your lifeboat out of a dystopian fiat system.
SOURCE: What Bitcoin Did with Danny
That’s not a price prediction — that’s an escape plan.
A little Bitcoin, 10+ years, key unmoved… that’s your lifeboat out of a dystopian fiat system.
SOURCE: What Bitcoin Did with Danny
Stop Waiting. Start Investing.
You’re not late — you just haven’t started.
This is how I built my portfolio…
and why Bitcoin became the core of it.
You’re not late — you just haven’t started.
This is how I built my portfolio…
and why Bitcoin became the core of it.
November 14, 2025 at 10:02 PM
Stop Waiting. Start Investing.
You’re not late — you just haven’t started.
This is how I built my portfolio…
and why Bitcoin became the core of it.
You’re not late — you just haven’t started.
This is how I built my portfolio…
and why Bitcoin became the core of it.
But here’s what most are missing: this doesn’t look like a top — it looks like a market waiting for its engine to turn.
Rates are easing, but liquidity hasn’t kicked in yet.
Historically, Bitcoin’s biggest moves come after that turn, not before.
Rates are easing, but liquidity hasn’t kicked in yet.
Historically, Bitcoin’s biggest moves come after that turn, not before.
November 14, 2025 at 7:17 PM
But here’s what most are missing: this doesn’t look like a top — it looks like a market waiting for its engine to turn.
Rates are easing, but liquidity hasn’t kicked in yet.
Historically, Bitcoin’s biggest moves come after that turn, not before.
Rates are easing, but liquidity hasn’t kicked in yet.
Historically, Bitcoin’s biggest moves come after that turn, not before.
This is why it feels like a bear market:
Not because Bitcoin broke — but because nothing is moving.
No mania.
No acceleration.
Just months of emotional fatigue.
Markets hate boredom more than volatility.
Not because Bitcoin broke — but because nothing is moving.
No mania.
No acceleration.
Just months of emotional fatigue.
Markets hate boredom more than volatility.
November 14, 2025 at 7:17 PM
This is why it feels like a bear market:
Not because Bitcoin broke — but because nothing is moving.
No mania.
No acceleration.
Just months of emotional fatigue.
Markets hate boredom more than volatility.
Not because Bitcoin broke — but because nothing is moving.
No mania.
No acceleration.
Just months of emotional fatigue.
Markets hate boredom more than volatility.
Meanwhile, the fundamentals keep strengthening: a central bank bought Bitcoin, Square turned on BTC payments for 4M terminals, and ETFs and corporates are still accumulating.
Adoption is accelerating while price looks asleep.
Adoption is accelerating while price looks asleep.
November 14, 2025 at 7:17 PM
Meanwhile, the fundamentals keep strengthening: a central bank bought Bitcoin, Square turned on BTC payments for 4M terminals, and ETFs and corporates are still accumulating.
Adoption is accelerating while price looks asleep.
Adoption is accelerating while price looks asleep.
Opportunity cost is pouring gasoline on the frustration:
• Gold is outperforming
• S&P and Nasdaq are outperforming
• AI stocks are exploding
Bitcoiners feel like they sat out every other rally while Bitcoin stalled.
• Gold is outperforming
• S&P and Nasdaq are outperforming
• AI stocks are exploding
Bitcoiners feel like they sat out every other rally while Bitcoin stalled.
November 14, 2025 at 7:16 PM
Opportunity cost is pouring gasoline on the frustration:
• Gold is outperforming
• S&P and Nasdaq are outperforming
• AI stocks are exploding
Bitcoiners feel like they sat out every other rally while Bitcoin stalled.
• Gold is outperforming
• S&P and Nasdaq are outperforming
• AI stocks are exploding
Bitcoiners feel like they sat out every other rally while Bitcoin stalled.
Some long-term holders are selling — not because they’re underwater, but for all the usual reasons: profit-taking, rebalancing, taxes, life.
Maybe some even think we topped.
If you only look at past cycles, it’s a fair guess…
but it ignores the macro backdrop we’re actually in.
Maybe some even think we topped.
If you only look at past cycles, it’s a fair guess…
but it ignores the macro backdrop we’re actually in.
November 14, 2025 at 7:16 PM
Some long-term holders are selling — not because they’re underwater, but for all the usual reasons: profit-taking, rebalancing, taxes, life.
Maybe some even think we topped.
If you only look at past cycles, it’s a fair guess…
but it ignores the macro backdrop we’re actually in.
Maybe some even think we topped.
If you only look at past cycles, it’s a fair guess…
but it ignores the macro backdrop we’re actually in.
2025 was supposed to be the blow-off year.
Instead we’ve had months of sideways grind and two breaks under $100K.
Fear and Greed just hit levels worse than the 2022 FTX bottom — at $95K.
That’s how deep the disappointment runs.
Instead we’ve had months of sideways grind and two breaks under $100K.
Fear and Greed just hit levels worse than the 2022 FTX bottom — at $95K.
That’s how deep the disappointment runs.
November 14, 2025 at 7:16 PM
2025 was supposed to be the blow-off year.
Instead we’ve had months of sideways grind and two breaks under $100K.
Fear and Greed just hit levels worse than the 2022 FTX bottom — at $95K.
That’s how deep the disappointment runs.
Instead we’ve had months of sideways grind and two breaks under $100K.
Fear and Greed just hit levels worse than the 2022 FTX bottom — at $95K.
That’s how deep the disappointment runs.
Bitcoin exploded under Biden… and has been mostly flat under Trump — even after he became the most openly pro-Bitcoin president in U.S. history.
2025 simply hasn’t delivered what people expected, and that gap between promise and performance is crushing sentiment.
2025 simply hasn’t delivered what people expected, and that gap between promise and performance is crushing sentiment.
November 14, 2025 at 7:16 PM
Bitcoin exploded under Biden… and has been mostly flat under Trump — even after he became the most openly pro-Bitcoin president in U.S. history.
2025 simply hasn’t delivered what people expected, and that gap between promise and performance is crushing sentiment.
2025 simply hasn’t delivered what people expected, and that gap between promise and performance is crushing sentiment.
Bitcoin just closed under $100K for the first time in 188 days.
We’re sitting around $95K — a long way from the $126K high — and sentiment feels closer to a bear market than a bull run.
Here’s why fear is peaking now 👇
We’re sitting around $95K — a long way from the $126K high — and sentiment feels closer to a bear market than a bull run.
Here’s why fear is peaking now 👇
November 14, 2025 at 7:16 PM
Bitcoin just closed under $100K for the first time in 188 days.
We’re sitting around $95K — a long way from the $126K high — and sentiment feels closer to a bear market than a bull run.
Here’s why fear is peaking now 👇
We’re sitting around $95K — a long way from the $126K high — and sentiment feels closer to a bear market than a bull run.
Here’s why fear is peaking now 👇