Swan Bitcoin: Bitcoin’s Most Disappointing Year Was a Massive Setup


Description

Bitcoin price stalled in 2025, but this episode explains why that year wasn’t failure — it was preparation. We break down why the four-year cycle narrative collapsed, how macro stagnation and manufacturing recession distorted expectations, why AI investment shows up through energy and capital spending, and how banks quietly building credit on Bitcoin change everything. Most importantly, we explore why Bitcoin becomes more essential — not less — in an AI-driven world, enforcing real-world cost, verification, and reality itself as intelligence grows cheap.

https://www.youtube.com/watch?v=0h5gLtzS1_M
https://www.youtube.com/watch?v=ykvjtK30HiA
https://www.youtube.com/watch?v=0Hcw9toVRNg

Timestamps
00:00 The Unexpected Bitcoin Reset of 2025
00:40 Economic Cycles and Bitcoin's Future
01:07 Jeff Ross on the Four-Year Cycle Myth
01:38 The Manufacturing Recession Impact
02:45 Bitcoin's Sensitivity to Economic Momentum
05:50 The Role of AI and Energy in Bitcoin's Future
07:06 Michael Sailor's Insights on Bitcoin Fundamentals
12:22 The Shift from Speculative to Institutional Adoption
15:43 Bitcoin's Role in an AI-Driven World
19:27 Conclusion

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