Swan Signal Live - A Bitcoin Show Rate Cuts Imminent, Yields Rising, Bitcoin Ready
13 snips
Sep 5, 2025 Global economic shifts are taking center stage as rising yields clash with potential Fed rate cuts. The decline in demand for long-term treasuries raises eyebrows about fiat currency's trustworthiness. Corporate Bitcoin adoption is on the rise, with significant implications for its stability. Innovations like Arc are enhancing Bitcoin's functionality, while the intriguing film 'Killing Satoshi' explores the enigmatic figure behind the currency. This lively discussion dives deep into the multi-faceted world of Bitcoin and its future.
AI Snips
Chapters
Transcript
Episode notes
Boundary Waters Steak And Cast Iron
- Brady recounted a Boundary Waters camping trip where he packed cast‑iron and steaks to cook over open fire.
- He used the story to contrast rugged cast‑iron cooking with lighter stainless gear and set a casual tone for the episode.
Weak Jobs Data Pushed Fed Cuts Forward
- Jobs data softened in mid‑2025 and markets rapidly priced in Fed cuts, notably a high chance of September easing.
- That dynamic reinforces the thesis that inflation remains above target while policy will still ease, pressuring real yields.
Fiscal Dominance Trumps Inflation Targets
- Central banks plan cuts despite inflation metrics still exceeding 2%, signaling fiscal pressures override nominal targets.
- John argues this is fiscal dominance: governments will push central banks to keep rates low, debasing currencies over time.