Bitcoin Cycles Are Breaking: The Fed’s “Not-QE” QE + Institutional Floor at $90k?

Bitcoin chops around ~$90k after a brief move toward ~$94k, highlighting a “flat net” year vs late-2024 levels Brady revisits a long-running thesis: institutions, corporates, and nation-states may be dampening the classic four-year boom/bust cycle Matthew Sigel (via Bernstein) is cited arguing for an elongated cycle, limited ETF outflows during a ~30% correction, and higher long-range price targets The show contrasts Bitcoin and gold narratives, using a long-cycle framework to discuss “debasement trade” environments and why hard assets can rotate vs equities The Fed’s latest moves are framed as balance-sheet expansion via “reserve management purchases” of T-bills—QE-by-another-name and “money printing,” even if not labeled QE A Supreme Court case is discussed regarding presidential removal authority of federal officials, and why the Fed is viewed as a politically sensitive “special case” Michael Saylor posts a cryptic “guess the bank” photo (identified by viewers as JPMorgan HQ), fueling speculation about warming big-bank relationships BitGo receives conditional OCC approval to convert to a national trust bank, emphasizing 100% reserves and nationwide digital-asset custody authority Do Kwon is sentenced (15 years) for the Terra/Luna collapse; the hosts discuss “orange-washing” and how Bitcoin branding can be used to legitimize scams podscan_TQm6EBLYhPKvPQVIQoum6dy9GaD2UiYA Satoshi’s final public post anniversary is noted as a core “feature” of Bitcoin—no founder, no leader, no centralized rule-changes—followed by a Swan product and services overview ► 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     ✔ Instagram: https://instagram.com/SwanBitcoin     ✔ LinkedIn: https://linkedin.com/company/swanbitcoin     ✔ Threads: https://www.threads.com/@swanbitcoin     ✔ Facebook: https://www.facebook.com/SwanBitcoin/     ✔ TikTok: https://www.tiktok.com/@realswanbitcoin

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