Swan Signal Live - A Bitcoin Show Healthy Hopium: Bitcoin Adoption Curve, ETF Stickiness, and Trump Shockwaves
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Jan 9, 2026 Bitcoin is holding steady around $90K, with hosts discussing its potential for long-term growth. They compare Bitcoin adoption to the internet's S-curve and address skepticism from critics. Insights from Lynn Alden suggest recent lows may stabilize. Morgan Stanley launches new Bitcoin ETFs while Bank of America opens advisor access to them. The conversation also touches on Trump's housing and defense proposals, highlighting their potential market impacts, alongside a humorous segment on financial literacy.
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Bitcoin Follows An S‑Curve Of Adoption
- Bitcoin adoption resembles the internet's S-curve and may accelerate rapidly once it reaches the asymptote.
- Brady Swenson suggests Bitcoin inherits exponential growth from the internet and computation platforms.
1995 Internet Skepticism Mirrors Bitcoin Pushback
- Daniel Batten recalled proposing to study the Internet in 1995 and being dismissed by professors who hadn't used it.
- Brady Swenson uses this to parallel today's Bitcoin skeptics who lack hands‑on experience.
Long Horizons Smooth Bitcoin Noise
- Long-term Bitcoin holding windows show consistently positive outcomes since 2010.
- John Haar emphasizes multi-year horizons are easier to predict than short-term price moves.