Episode

Leverage Flush, Big Rebound, and Why the Thesis Still Holds

Podcast: Swan Signal Live - A Bitcoin Show
Published: Feb 6, 2026
Duration seconds: 3456
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Summary

Brady Swenson and John Haar unpack Bitcoin’s brutal drawdown and rapid rebound, arguing the thesis remains intact if you drop leverage and extend your time horizon. They contrast Bitcoin’s long-term adoption and “knowledge arbitrage” with media critics, explore liquidation/unwind theories, and highlight Lightning’s quiet progress via major payment milestones.