In this episode, CEO of Swan Cory Klippsten discusses Swan Bitcoin’s Series C raise and its partnership with a French semiconductor company pivoting into Bitcoin treasury accumulation. He explains the rise of leveraged Bitcoin equities, how these companies use debt markets to acquire Bitcoin, and the potential influx of institutional fixed income into Bitcoin. Cory breaks down risks, opportunities, and why he believes Bitcoin-focused financial institutions are inevitable – touching on market cycles, treasury company models, and strategic corporate adoption. Enjoy!
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Timestamps:
00:00 Swan-Sequans Treasury Partnership
2:45 Bitcoin Treasury Endgame
4:59 Leveraged Bitcoin Equities
6:30 Breaking Down the Strategy
7:30 Ads (Ledger)
8:14 Breaking Down the Strategy
12:07 Unique Arbitrage Opportunities
15:35 Differentiating Good vs Bad Actors
17:55 Fixed Income Opportunity
19:36 When do the Floodgates Open?
22:53 Ads (Ledger)
23:38 When do the Floodgates Open?
25:06 Swan’s Goals
28:33 Crypto Treasury Companies
30:44 Is this Bull Market Different?
32:44 Bitcoin Treasury Doomsday
36:00 Moving Toward Hyperbitcoinization
38:40 Final Thoughts
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Disclaimer: Nothing said on Supply Shock is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.
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