• Lighthearted banter to kick things off—coffee, creatine, and mushroom elixirs fueling the Swan crew
• Market focus: Jerome Powell signals possible September Fed rate cut, sparking a sharp Bitcoin rally to $117K+
• Discussion on short-term market sentiment vs long-term conviction: zoom out, stay focused on fundamentals
• Technical analysis spotlight: Bitcoin’s 200-day SMA crosses $100K for the first time, historically a bullish long-term signal
• Debate over whether Bitcoin will continue classic boom–bust cycles or “grind boringly” upward due to ETF + institutional flows
• Bitcoin seasonality chart reviewed: September historically weak, but October and November deliver strong gains (“Uptober”)
• MicroStrategy revises MNAV guidance on ATM issuance—sparks short-term drama but long-term thesis remains unchanged
• Debate around Harvard economist Kenneth Rogoff’s anti-Bitcoin remarks (“$100 not $100K”) dismissed as stale FUD
• BIS proposal to blacklist “non-KYC tainted coins” sparks discussion on financial surveillance and freedom
• Lighter notes: Bitcoin cameo in South Park, Norwegian sovereign wealth fund adds MSTR/MetaPlanet exposure, Coinbase’s Brian Armstrong calls for $1M BTC by 2030

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