SpaceX, Strategy, Strive, US Treasury: 4 Big Bitcoin Balance Sheets
リアクション
2026年05月23日
On this Swan Signal Live, Brady and John break down the most consequential week for Bitcoin balance sheets in recent memory. SpaceX disclosed 18,712 Bitcoin in its S-1 filing. Strategy surpassed BlackRock's IBIT as the largest single Bitcoin holder. Strive launched daily Bitcoin-backed dividends. Meanwhile the April Fed minutes closed the door on easing with four dissents — the most since 1992 — ETF outflows hit $1.37 billion across four sessions, and Congress introduced a bill to codify the Strategic Bitcoin Reserve for 20 years. Brady connects institutional conviction to the macro inversion, explains the geographic ETF split, and covers what real Bitcoin ownership looks like when macro gets loud.
