No One Is Bullish Enough — Bitcoin’s Real Run Starts Now!

In this high-energy episode, Steven Lubka joins Swan Signal Live to discuss the resurgence of Bitcoin, macroeconomic shifts, and the rise of vibes-driven investing. Bitcoin surged over 30% in the past month, breaking above $103K amid easing U.S.-China trade tensions and a “wait and see” stance from the Federal Reserve. Lubka and the hosts break down how Bitcoin is thriving as both a risk-on asset and a safe haven in a volatile economic environment. They explore the emergence of leveraged Bitcoin equities — with companies like 21.co, Strive, and BTC Inc. launching MicroStrategy-style acquisition vehicles. Michael Saylor’s use of AI for novel financial instruments, including perpetual dividend products, is also highlighted. State-level Bitcoin adoption accelerates: New Hampshire authorizes a strategic Bitcoin reserve (up to 5% of state funds), Missouri eliminates state capital gains tax (including for Bitcoin), and Arizona passes limited digital asset legislation. Light-hearted moments include celebrating a Villanova grad becoming the new Pope, and Steak ‘n Shake preparing to accept Bitcoin payments. From market analysis to memes and sunlight-fueled asset management, the show delivers sharp insights with signature Swan humor and energy. Macro Environment Update Bitcoin up over 30% in 30 days , now above $103K . Fed adopts a “wait and see” stance amid tariffs and economic uncertainty. Signs of de-escalation in US-China trade tensions and emerging UK trade deals . The market is reacting positively, with Bitcoin outpacing the S&P 500. Bitcoin as Dual-Threat Asset Steven highlights Bitcoin’s unique position as both a risk-on growth asset and a hedge against economic upheaval . Bitcoin’s performance decoupling from traditional equities is becoming more visible. Rise of Leveraged Bitcoin Equities Several entities (e.g., Strive, 21.co, BTC Inc.) launching MicroStrategy-style SPACs and Bitcoin acquisition vehicles . Michael Saylor’s innovative use of AI for financial engineering detailed in a behind-the-scenes segment. Strategic Bitcoin Reserve Adoption New Hampshire becomes the first U.S. state to authorize a Bitcoin strategic reserve (up to 5% of state funds). Missouri scraps state capital gains tax (including on Bitcoin). Arizona’s weaker digital assets fund legislation discussed. Fun & Culture Celebration of a Villanova grad becoming Pope . Steak 'n Shake to accept Bitcoin — potential next corporate treasury candidate? JD Vance announced as speaker at the Bitcoin 2025 Vegas conference . Steven Lubka’s upcoming panel: “Bitcoin's Intersection of Health, Wealth, and Sunlight” . ► 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   &nbsp

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