Episode

Bitcoin Cycles Are Breaking: The Fed’s “Not-QE” QE + Institutional Floor at $90k?

Podcast

Swan Signal Live - A Bitcoin Show

Published

Dec 12, 2025

Duration seconds

3256

Processing state

not_requested

Canonical source

https://swansignalpodcast.com/episodes/bitcoin-cycles-are-breaking-the-feds-not-qe-qe-institutional-floor-at-90k-RUdVyUe_

Audio

https://cdn.simplecast.com/audio/6b4113f8-61fd-4976-a3e6-4d8ed2143233/episodes/e693591d-5165-48d1-a480-a0a589c02bfb/audio/4b3b84f2-39d9-4319-977b-89f9ab155369/default_tc.mp3?aid=rss_feed&feed=Z1tu2Hds

JSON

/v1/public/podcasts/swan-signal-live-a-bitcoin-show-479149/episodes/bitcoin-cycles-are-breaking-the-fed-s-not-qe-qe-institutional-floor-at-90k

Markdown

/podcast/swan-signal-live-a-bitcoin-show-479149/bitcoin-cycles-are-breaking-the-fed-s-not-qe-qe-institutional-floor-at-90k.md

Actions

• POST https://stenobird.com/v1/public/podcasts/swan-signal-live-a-bitcoin-show-479149/episodes/bitcoin-cycles-are-breaking-the-fed-s-not-qe-qe-institutional-floor-at-90k/transcription-requests
  Idempotently request low-priority transcript generation for this episode.
• GET https://stenobird.com/podcast/swan-signal-live-a-bitcoin-show-479149/bitcoin-cycles-are-breaking-the-fed-s-not-qe-qe-institutional-floor-at-90k.md
  Read the agent-friendly Markdown representation of this episode resource.

Summary

Brady and John unpack Bitcoin’s sideways year near $90k and argue the four-year cycle may be breaking under stickier institutional demand. They cover gold-vs-Bitcoin “debasement trade” cycles, the Fed’s rebranded balance-sheet expansion, legal questions around Fed independence, BitGo’s bank approval, Do Kwon’s sentencing, and Satoshi’s legacy.