Swan Signal Live - A Bitcoin Show Happy ATH! - Speculative Attack at Scale: Bitcoin’s Next Leg Up?
Jul 11, 2025
The discussion kicks off with celebrations over Bitcoin hitting new all-time highs around $118K. Predictions are made regarding potential pullbacks and future price discoveries. The hosts explore the rise of Bitcoin treasury companies, highlighting institutional interest over retail speculation. Despite price peaks, retail interest remains low, signaling a shift towards corporate demand. Recent movements of dormant Bitcoin stir up speculation, while political and economic factors are seen as influencing market behavior.
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Bitcoin's New Highs and Pullbacks
- Bitcoin price is reaching new all-time highs with potential for a 10% pullback but possibly higher before that occurs.
- Price moves may grow larger as Bitcoin's value increases, but short-term dips are natural and not alarming.
Bitcoin Treasury Companies' Purpose
- Bitcoin treasury companies are designed for institutional investment, not retail speculation.
- These companies aim to funnel billions from fixed-income markets into Bitcoin where direct spot ownership is often restricted.
Advice on Bitcoin Treasury Investing
- Avoid timing the market when investing in Bitcoin treasury companies; these require active management and knowledge.
- Focus on good execution including financing, communication, and custody to distinguish successful companies.