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Swan

@Swan

Jul 23 • 8 tweets • 4 min read • Read on X

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The Genius Act just became law.

Trump calls it a “financial revolution,” unleashing dollar-backed stablecoins to cement U.S. dominance in crypto.

But is this really about innovation—or a stealth move toward a programmable, surveilled dollar?

Here’s what’s really happening 🧵👇

The bill promises to “modernize payments” and make the U.S. the “crypto capital of the world.”

But stablecoins don’t fix fiat—they just digitize it.

They’re still tied 1:1 to the same dollar that’s lost 98% of its value since 1913.

Trump banned a retail CBDC to “protect Americans from surveillance.”

But many argue regulated, bank-like stablecoins can easily become CBDC-lite:
• Fully auditable
• Heavily regulated
• Programmable in practice

Different issuer, similar outcome.

Look deeper at the incentives:

Stablecoins = trillions in new demand for U.S. Treasuries.
Stablecoins = extending dollar hegemony.
Stablecoins = propping up a decaying system with shinier tech.

This isn’t monetary freedom. It’s digital fiat.

Bitcoiners see the trap.

Stablecoins make fiat faster.
CBDCs make it programmable.

But neither solve the root problem:
Money controlled by politics, endlessly debased.

Bitcoin is the alternative—finite, incorruptible, outside state control.

And while Washington digitizes the dollar, corporations are making their bet.

Trump Media just put two-thirds of its liquid treasury into Bitcoin.
hundreds of public companies are moving rapidly to the only money that can’t be inflated.

They’re choosing the fastest horse.

So the choice is clear:

Do you settle for a shinier, more surveilled dollar?
Or do you opt out entirely into a monetary network no government can co-opt?

The Genius Act is an attempt to save the old system.
Bitcoin builds the new one.

Want to hear from people shaping the future of money?

Join lawmakers, asset managers, builders & sovereign leaders at BTC in DC this September.

Not just another conference—it’s where Bitcoin policy, capital & innovation meet.

🎟 | Code: SWAN for 10% off btcindc.com

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More from @Swan

Swan

@Swan

Jul 24

Is Bitcoin freedom money—or just another Wall Street asset?

Cypherpunks see it as censorship‑resistant lifeboat. Institutions see it as pristine collateral.

In her latest piece, Lyn Alden reveals why both paths are needed before Bitcoin can become true ubiquitous money. 🧵👇

Bitcoin’s adoption is two‑sided:

• Cypherpunks want an exit from corrupt systems.
• Suit‑coiners want the best-performing asset.

But here’s the paradox: Bitcoin must first succeed as an investment before it can thrive as money.

“For something to be used as ubiquitous money, the spender has to already have it and the recipient has to want to hold it.” — Lyn Alden

Before people spend Bitcoin, they must first have a reason to own it.

HODLing comes before transacting.

Read 10 tweets

Swan

@Swan

Jul 22

Bitcoin treasuries are no longer just cash buys.

Corporations are issuing bonds to acquire BTC—creating a new form of strategic leverage.

Lyn Alden breaks down what this means for Bitcoin’s next stage of adoption and the risks that come with it. 🧵👇

The first key insight: not all leverage is created equal.

👉 Hedge funds & traders use margin loans—short-term, high risk, and prone to liquidation.
👉 Corporations issue long-dated bonds—fixed terms, no margin calls, and built for durability.

By locking in long-term debt, a company can:

✅ Secure cheap capital in fiat terms
✅ Stack BTC without worrying about daily volatility
✅ Hold through downturns instead of getting wiped out

This is leverage built for resilience, not speculation.

Read 9 tweets

Swan

@Swan

Jul 21

Bitcoin is eating sell pressure like never before.

This isn’t retail mania. It’s corporate treasuries, SPAC whales, and institutional permanent capital locking up the float.

If you don’t understand these new dynamics, you’ll miss the biggest shift of this cycle 🧵👇

Trump Media just announced it holds $2 BILLION in Bitcoin exposure—that’s two-thirds of its entire liquid treasury.

A media company bearing the name of the sitting President is pivoting into hard money to escape fiat debasement.

And they’re not alone.

Strategy now owns 3% of all Bitcoin in circulation and is adding more every week.

They’re issuing debt at 0.4% interest turning cheap fiat into hard money.

That’s a speculative attack on the dollar.

Read 10 tweets

Swan

@Swan

Jul 19

Lyn Alden recently dropped a brilliant deep‑dive: “The Rise of Bitcoin Stocks and Bonds.”

In it, she explains why corporate treasury plays have been outperforming spot Bitcoin.

Here’s what you need to know about this overlooked dynamic shaping Bitcoin’s next leg up. 🧵👇

Many institutional funds are mandate‑restricted—they legally can’t hold Bitcoin or spot ETFs.

But they can buy publicly traded companies that hold Bitcoin on their balance sheets.

This makes treasury stocks the only compliant bridge for massive pools of capital.

Supply is limited: there aren’t many Bitcoin‑holding corporations to buy.

That scarcity, paired with institutional demand, creates amplified price action.

Since 2021 MicroStrategy gained 2,850% vs. Bitcoin’s 816%—both leaving the S&P’s 99% in the dust.

Read 9 tweets

Swan

@Swan

Jul 16

Bitcoin is less than 3% below all-time highs, yet...

• Corporate treasury demand is exploding
• SPACs + LBE strategies lining up billions
• Mid‑cycle metrics show massive room to run
• Fed hasn’t even cut rates yet

This setup could fuel a generational Bitcoin rally. 🧵👇

Early Monday morning, Bitcoin blasted to a new all‑time high of $123K, liquidating shorts on the way up.

Then longs got flushed on the pullback.

Now with the flush complete—we’re consolidating between $118–119K, the classic launchpad before the next move.

Corporate treasury demand is relentless.

But here’s the kicker: some of the biggest players haven’t even started buying yet.

Cory Klippsten:
“All these companies that started in Q2, whether it's the Tether SPAC or Nakamoto, they can't buy Bitcoin yet.”

Read 10 tweets

Swan

@Swan

Jul 15

$123,000 Bitcoin isn’t just a new ATH.

It’s a signal that the market is starting to value companies differently.

Earnings? Outdated.
Cash reserves? Melting.

The new metric driving investor demand?
𝗕𝗶𝘁𝗰𝗼𝗶𝗻 𝗽𝗲𝗿 𝘀𝗵𝗮𝗿𝗲.

Here’s why this changes everything. 🧵👇

In 2020, MicroStrategy made a simple but radical shift:

They started measuring corporate performance not in dollars,
But in Bitcoin.

And just like that, a new investor framework was born.

Today, a growing list of public companies are following that lead.

But this isn’t just treasury allocation anymore.
It’s a full-blown capital strategy.

Raise capital → buy Bitcoin → maximize BTC per share.