Swan Profile picture
Aug 12, 2025 10 tweets 5 min read Read on X
Every few centuries, the world changes its money.

Those who adapt, prosper.
Those who don’t… get left behind.

We’re living through the next shift right now—and most people won’t see it until it’s over. 🧵👇 Image
Image
Early money was local.

Cowrie shells in Africa. Wampum beads in North America. Rai stones on Yap Island.

These worked—until trade expanded and weight, transport, and verification became bottlenecks. Image
Image
Image
Metals solved those problems.

Gold, silver, and copper were durable, divisible, and universal.

They were money not because rulers declared it, but because the market converged on them. Image
Image
Then came a twist:
Paper notes redeemable for gold.

Easier to carry. Easier to transfer. But they relied on trust that the gold was still there.

This trust was tested—and eventually broken—over and over. Image
Image
By 1971, the gold standard was gone.

Money became purely fiat: backed by nothing but law and confidence.

It could be created in unlimited quantities—and it has been—driving 50 years of relentless asset inflation. Image
Today, money is just numbers in databases—moved at the speed of light.

But the base layer is still political. Centralized. Inflatable.

It’s built for the issuer, not the user. Image
Bitcoin is the first upgrade in 50 years.

It’s global like the internet. Scarce like gold. Verifiable without trust.

No king, bank, or government can change its rules.
We’ve shifted our monetary substrate before.

From beads to gold. Gold to paper. Paper to digital fiat.

The next leap—to Bitcoin—isn’t just likely. It’s already underway. Image
History shows one truth:

When better money emerges, it wins. Not overnight—but inevitably.

This thread was based on the brilliant book “Broken Money” by Lyn Alden. Image
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At Swan Private, we help high-net-worth individuals and businesses make that leap—securely stacking and storing Bitcoin for the long term.

If you’re ready to position yourself for the next era of money, book a call with a member of the team today.
swanbitcoin.com/private?utm_ca…

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More from @Swan

Jan 26
This is wild.

Gold just ripped above $5,000/oz and the chart looks like a 2017 Bitcoin cycle.

Parabolic. Vertical. Relentless.

Instead of feeling defeated, Bitcoiners should be ecstatic about this move.

Here’s why 🧵👇 Image
Everyone’s framing this as gold vs Bitcoin.

That’s the mistake.

Gold ripping isn’t Bitcoin failing.
It’s the same trade expressing itself through a different vehicle.

Same pressure. Different release valve.
Zoom out and actually look at the gold chart.

Years of dead money.
Ignored. Mocked. Written off.

Then suddenly it moves like something snapped.

That shape should feel familiar to anyone who’s lived through a Bitcoin cycle. Image
Read 10 tweets
Jan 16
Bitcoin is creeping back toward $100K and most people aren’t ready.

The 4-year cycle narrative is fading.
Gold’s multi-year setup before its 2025 breakout reveals something critical.
The Iranian rial’s collapse reveals the end game.

2026 might get wild 🧵👇 Image
Every cycle-trained Bitcoiner is asking the same question:
Is this just another bear market rally before the real crash?

That question made sense in a world of clean four-year rhythms.
But that world may already be gone.
The missing piece in 2025 wasn’t demand.
It was expectations.

No blow-off top.
No euphoric frenzy to punish.
Capital didn’t leave Bitcoin.
It paused.

That distinction changes everything.
Read 10 tweets
Jan 5
A sitting head of state was removed overnight.
Control of energy, minerals, and infrastructure shifted in hours.
No war. No negotiation. No drawn-out collapse.

That’s not noise.
That’s the global power board moving.

Bitcoin exists for moments like this 🧵👇 Image
This wasn’t about removing a dictator.
It was about securing leverage.

When monetary credibility weakens, systems don’t heal gracefully.
They consolidate control over what still enforces power.
In stressed monetary systems, power migrates.

Away from promises.
Away from paper claims.
Toward things that still enforce outcomes:

• Energy
• Infrastructure
• Settlement rails

This is what fiat stress looks like in practice.
Read 10 tweets
Dec 22, 2025
Why has Michael Saylor been meeting with the biggest banks in the world?

In a new interview, he explains the next phase of the speculative attack on fiat.

Not price.
Not narratives.

But credit — and eventually money itself.

Let’s put the pieces together. 🧵👇
For years, Bitcoin attacked fiat by absorbing capital.

Scarce.
Permissionless.
No issuer.

That phase worked. Bitcoin established itself as digital capital.

But Saylor says that was only phase one.
The next phase of a speculative attack isn’t about volatility or charts.

It’s about what financial institutions can build on top of Bitcoin once it’s accepted as capital.

That requires an important clarification first.
Read 10 tweets
Dec 3, 2025
Four major institutions all moved toward Bitcoin immediately after the market forced out its weakest holders.
The timing wasn’t subtle.

What happened these last two weeks didn’t feel like random volatility.
It felt like the closing chapter of a classic Wall Street shakeout. 🧵👇 Image
Start at the beginning:

A November dump big enough to flush leverage, trigger redemptions, and force weak hands out of the ETF complex.
Billions flowed out at the exact moment the market was most fragile.

That wasn’t the end of anything.
It cleared the runway. Image
Once the market was weakened, the November FUD sequence hit — right after the October stablecoin depeg softened the ground:

• MSCI memo resurfaces
• JPMorgan pushes the exclusion angle
• ETF cost bases crack
• Retail capitulates

That’s when the shakeout truly formed.
Read 9 tweets
Nov 26, 2025
Something about this Bitcoin selloff felt off.
A quiet MSCI memo.
A JP Morgan hit piece on MSTR.
Then a liquidation wave with no clear trigger.

And today, a new development dropped that makes the whole picture come into focus.

Let’s break it down 🧵👇 Image
Start with MSCI.

In early October they floated a proposal to potentially exclude companies whose balance sheets are “predominantly Bitcoin.”

For firms like Strategy, that’s not noise — that’s a direct threat to index eligibility and passive flows. Image
Then look at JP Morgan.

Months before the selloff, they raised margin requirements on MSTR-backed positions from 50% to 95%.

Clients reported delays moving shares out of JPM custody.
Small details — but they matter. Image
Read 10 tweets

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