---
title: "Analysis - Swan Bitcoin"
description: "Swan Bitcoin articles about Analysis: Bitcoin news, analysis and insights from the Swan team."
url: https://www.swanbitcoin.com/analysis/
---

# Analysis - Swan Bitcoin

Swan Bitcoin articles about Analysis: Bitcoin news, analysis and insights from the Swan team.

---

Swan Bitcoin articles in the Analysis category, newest first.

- [Why some Coldcard seeds were compromised: false randomness](https://www.swanbitcoin.com/analysis/why-some-coldcard-seeds-were-compromised-false-randomness/): Some Coldcard hardware wallets were compromised due to false randomess. Learn which type of Coldcard users were affected and what custody alternatives exist.
- [Bitcoin vs. Gold as a Store of Value: Which Asset Better Protects Your Wealth?](https://www.swanbitcoin.com/analysis/bitcoin-vs-gold-store-of-value/): Bitcoin vs. gold as a store of value in 2026: how they compare on scarcity, portability, and ownership & which better protects your wealth long term.
- [Quantum Fear-Mongering and The Infinite Perils Trap](https://www.swanbitcoin.com/analysis/quantum-bitcoin-fear-mongering-and-the-infinite-perils-trap/): Quantum is a real research problem, not a license to break Bitcoin's deepest norms. Prepare seriously. Move slowly. Leave Satoshi's coins alone.
- [Buy Real Bitcoin, Not a Bitcoin ETF: Why Ownership Still Matters](https://www.swanbitcoin.com/analysis/buy-real-bitcoin-not-a-bitcoin-etf-why-ownership-still-matters/): A spot Bitcoin ETF tracks the price of Bitcoin. Owning shares is not the same as owning Bitcoin.
- [This Time is Different](https://www.swanbitcoin.com/analysis/this-time-is-different/): No longer a niche commodity, Bitcoin now finds itself a prime fixation of the US Executive Branch.
- [Digital Asset Reserves: Bitcoin Stands Alone](https://www.swanbitcoin.com/analysis/digital-asset-reserves-bitcoin-stands-alone-in-long-term-value-preservation-and-s/): Bitcoin is the only digital asset that meets the necessary criteria for a sovereign reserve, given its decentralization, liquidity, security, and geopolitical significance.
- [The Bitcoiner who Ran for French National Assembly](https://www.swanbitcoin.com/analysis/the-bitcoiner-who-ran-for-french-national-assembly/): Running on a Bitcoin-only platform is a significant milestone.
- [If They Can Print Money, Why Do We Pay Taxes?](https://www.swanbitcoin.com/analysis/if-they-can-print-money-why-do-we-pay-taxes/): Bitcoin is a real solution to the issues surrounding the question of “If they can print money, why do we pay taxes?"
- [IBIT vs. GBTC: Which is Best in July 2024?](https://www.swanbitcoin.com/analysis/ibit-vs-gbtc/): IBIT vs. GBTC. A review aiming to provide clear insights for both seasoned and novice investors. Which is better in July 2024!
- [Bitcoin Isn’t Ossified, It’s in Equilibrium](https://www.swanbitcoin.com/analysis/bitcoin-isn-t-ossified-it-s-in-equilibrium/): Bitcoin is the world's first truly global grassroots revolution.
- [Cherry Pickers](https://www.swanbitcoin.com/analysis/cherry-pickers/): While quick ‘drive-by’ analyses can be inflammatory and make it look like Bitcoin is failing, proper analysis requires ‘zooming out’ and understanding the reasoning at a deeper level...
- [Epoch Five - Big League Bitcoin](https://www.swanbitcoin.com/analysis/epoch-five-big-league-bitcoin/): Block 840,000 has come and gone. With it, came Bitcoin's fourth halving, cutting the issuance of new coins to 3.125 per block. Welcome to Epoch V. What awaits us?
- [Changing Bitcoin, Part III – The Future](https://www.swanbitcoin.com/analysis/changing-bitcoin-part-iii-the-future/): Bitcoin will change the lens of what it takes to succeed in pursuing change itself. It will change everything and the tactics people use to achieve change. Bitcoin will change how we "People with each other."
- [The Eras of Bitcoin](https://www.swanbitcoin.com/analysis/the-eras-of-bitcoin/): SWAN SIGNAL MONTHLY NEWSLETTER VOL. 42
- [Changing Bitcoin, Part II – The Present](https://www.swanbitcoin.com/analysis/changing-bitcoin-part-ii-the-present/): Rule Changes Are Being Proposed. How Might They Change Bitcoin? How Might They Happen?
- [Changing Bitcoin:  The Past, The Present, and The Future (Part One)](https://www.swanbitcoin.com/analysis/changing-bitcoin-the-past-the-present-and-the-future-part-one/): For Bitcoin to achieve the lofty goals many have for it, its rules will need to change. This three-part series of articles will tackle what it takes to change Bitcoin.
- [A Changed Bitcoin At $50k](https://www.swanbitcoin.com/analysis/a-changed-bitcoin-at-50k/): Although $50k was close to the cycle high in 2021, the current environment makes it easy to believe that this time, $50k marks the beginning, not the end, of an extraordinary bull run.
- [5 Reasons to Be Bullish Heading into 2024](https://www.swanbitcoin.com/analysis/5-reasons-to-be-bullish-heading-into-2024/): While past performance is not a guaranteed indicator of future results, the combination of these catalysts suggests a heightened interest and investment in Bitcoin and another green candle year!
- [Will a Record Flood to Cash Flow into Bitcoin Next?](https://www.swanbitcoin.com/analysis/cash-flow-into-bitcoin-next/): If the Fed decides to cut rates then expect the floodgates to open, and Bitcoin will be one beneficiary as it sucks up the liquidity, potentially driving its price to new heights in the coming year.
- [I'm Bullish and Don't Care Who Knows](https://www.swanbitcoin.com/analysis/i-m-bullish-and-don-t-care-who-knows/): All-Time High Bullishness - Why Today Feels Different!
- [Bitcoin: Demystifying Money](https://www.swanbitcoin.com/analysis/bitcoin-demystifying-money/): Only Bitcoin completely demystifies how money works and, even more importantly, will continue to work.
- [How Bitcoin and Lightning Can Boost Productivity](https://www.swanbitcoin.com/analysis/running-the-numbers/): The emergence of Bitcoin and the Lightning Network offers promising solutions that could potentially reverse negative trends and revitalize US productivity.
- [The Banking System vs. Bitcoin ](https://www.swanbitcoin.com/analysis/the-banking-system-vs-bitcoin/): It's agreed that there are problems in the banking system. The proposed solutions are wildly different. A look at the recent U.S. banking failures, the nature of banking crises, and how Bitcoin is different.
- [The Implications of Open Monetary and Information Networks](https://www.swanbitcoin.com/analysis/the-implications-of-open-monetary-and-information-networks/): For proponents of privacy and open networks to win, the technology must be easy to use, too costly to stamp out, and well-understood by the public.
- [Inscriptions: Just a Fad, or Real Threat to Bitcoin Becoming Decentralized Money?](https://www.swanbitcoin.com/analysis/inscriptions-just-a-fad-or-real-threat-to-bitcoin-becoming-decentralized-money/): Even if Ordianals are not a short-lived fad, what's the most likely outcome? Low-value inscriptions will likely be priced out by financial transactions over time as Bitcoin gets adopted by more people. Learn why below!
- [Bitcoin: The Shipping Container of Money](https://www.swanbitcoin.com/analysis/bitcoin-the-shipping-container-of-money/): What the history of shipping containers can teach us about Bitcoin.
- [10 Reasons to Be Bullish on Bitcoin in 2023](https://www.swanbitcoin.com/analysis/10-reasons-to-be-bullish-on-bitcoin-heading-into-2023/): 2023 is shaping up to be an exciting year where the industry builds to deliver even more value for Bitcoin users and investors around the world.
- [Bitcoin is the Future of Money, Not Just Another Cryptocurrency](https://www.swanbitcoin.com/analysis/bitcoin-is-the-future-of-money-not-just-another-cryptocurrency/): We need an open, sound and scarce monetary system: Bitcoin. Accept no substitute.
- [Debunking Bitcoin Misconceptions: It's Not Stored Time, Energy or Violence](https://www.swanbitcoin.com/analysis/debunking-bitcoin-misconceptions-it-s-not-stored-time-energy-or-violence/): Metaphors and analogies are critical for helping newbies understand Bitcoin, but they are dangerous when taken too far.
- [GBTC was the Genesis of the Crypto Credit Contagion](https://www.swanbitcoin.com/analysis/gbtc-was-the-genesis-of-the-crypto-credit-contagion/): Learn how GBTC works, how it's associated with the recent crypto contagion, and why buying spot Bitcoin and taking self-custody helps you avoid all of these risks today.
- [The FTX Fiasco and the Fallout to Come](https://www.swanbitcoin.com/analysis/the-ftx-fiasco-and-the-fallout-to-come/): Expect the fires from FTX to continue to burn and claim more victims along the way. If anything, this event has provided a tough lesson on why Bitcoin is different and why self-custody is vital.
- [Why Selling Some Bitcoin at a Loss Can Maximize Your Hodling Potential](https://www.swanbitcoin.com/analysis/why-selling-some-bitcoin-at-a-loss-can-maximize-your-hodling-potential/): How to sell your bitcoin for tax advantages without interrupting your strategy to hold for the long term.
- [The Great Miner Squeeze of 2022](https://www.swanbitcoin.com/analysis/the-great-miner-squeeze-of-2022/): Bitcoin mining is truly a game of survival of the fittest, and right now, the creme is being separated from the crop. By the end of this squeeze, Bitcoin’s security layer will be more efficient than ever before.
- [You Can Believe the Maximalists: Bitcoin is Seperate From Crypto](https://www.swanbitcoin.com/analysis/you-can-believe-the-maximalists-bitcoin-is-seperate-from-crypto/): A recent column by the Financial Times’ Jemima Kelly demonstrated some misunderstandings about Bitcoin’s decentralization and singularity.
- [4 Initial Takeaways from the 2022 Global Crypto Adoption Index](https://www.swanbitcoin.com/analysis/4-initial-takeaways-from-the-2022-global-crypto-adoption-index/): The highest adoption rates continue to take place in countries with high inflation, increased capital controls, and where economic instability is the norm.
- [A Look At the Lightning Network](https://www.swanbitcoin.com/analysis/a-look-at-the-lightning-network/): Examining the scaling method of the Bitcoin network and its evolution from a store of value to a medium of exchange.
- [The Blocksize War's Cyber-Solider Freedom-Fighters ](https://www.swanbitcoin.com/analysis/the-blocksize-war/): The Blocksize Wars were "fought"… but by whom? And what do we really mean by fighting?
- [In Defense Of Bitcoin Full Reserve: Not Anti-Credit, But Anti-Fiduciary Media](https://www.swanbitcoin.com/analysis/in-defense-of-bitcoin-full-reserve-not-anti-credit-but-anti-fiduciary-media/): As we continue to debate the proper roles of crypto and lending, Bitcoin full reserve can be the future for credit and commerce.
- [CPI Inflation Hit a 40-Year High, but the Dollar is Still King](https://www.swanbitcoin.com/analysis/cpi-inflation-hit-a-40-year-high-but-the-dollar-is-still-king/): Swan Private Market Update 7/15/22. Investors currently fear a coming recession as the Federal Reserve continues on its mission to tame CPI inflation.
- [How We Should Really Think About Bitcoin Maximalism](https://www.swanbitcoin.com/analysis/how-we-should-really-think-about-bitcoin-maximalism/): There has been a lot of digital ink spilled about the concept of Bitcoin Maximalism, but there are things the critics don’t understand.
- [Digital Assets are Useful Today Despite What the Naysayers Say](https://www.swanbitcoin.com/analysis/digital-assets-are-useful-today-despite-what-the-naysayers-say/): If Bitcoin protects even one family, one person, or one child from the ravages of hyperinflation, then it is worthy of our time, and a useful technology for the world.
- [Bitcoin and the True Meaning of Inflation](https://www.swanbitcoin.com/analysis/bitcoin-and-the-true-meaning-of-inflation/): Bitcoin is often described as an inflation hedge, so why hasn't it worked?
- [Re-Run the Numbers](https://www.swanbitcoin.com/analysis/re-run-the-numbers/): How Today’s Higher Rates and Lower Prices Impact the Case to Borrow to Buy Bitcoin
- [Fact Check: DARPA Funded Report on Blockchain Centralization](https://www.swanbitcoin.com/analysis/fact-check-darpa-funded-report-on-blockchain-centralization/): In this analysis, we examine and fact check the claims in the recent DARPA blockchain report which claims that Bitcoin's blockchain is susceptible to centralized control.
- [Dark Moon: The Inevitable Collapse of Luna](https://www.swanbitcoin.com/analysis/dark-moon-the-inevitable-collapse-of-luna/): Luna/UST went from a collective market capitalization of ~$50 billion to now down 99%. The collapse of the Luna/UST Ponzi scheme occurred even faster than anyone expected, but this implosion was perfectly predictable.
- [Response to Cole South's ‘Why I Don't Own Bitcoin Anymore’](https://www.swanbitcoin.com/analysis/response-to-cole-south-s-why-i-don-t-own-bitcoin-anymore/): A recent blog post outlined an investor’s rationale for abandoning Bitcoin, and necessitated a Bitcoiner’s response.
- [Bitcoin: An Empire For Us All](https://www.swanbitcoin.com/analysis/bitcoin-an-empire-for-us-all/): The rise and fall of an empire: It is a story that has repeated itself throughout human history. Where does Bitcoin fit in?
- [Investigating the Dubious Investigations of Bitcoin](https://www.swanbitcoin.com/analysis/bitcoin-investigation/): Some challenging stories are begging to be properly investigated and told. The question is always which investigative journalists have the willingness, integrity and editorial freedom to take these on?
- [Bitcoin and the Most Valuable Brand of the 21st Century](https://www.swanbitcoin.com/analysis/bitcoin-and-the-most-valuable-brand-of-the-21st-century/): Bitcoin provides value that surpasses the brand value of the U.S. dollar, as the code provides the utility of superior money.
- [Goldbugs Don’t Understand Money](https://www.swanbitcoin.com/analysis/goldbugs-dont-understand-money/): One of the most persistent falsehoods prograted by goldbugs is the idea that monetary goods must have direct utility.
- [Reflecting On the Year in Bitcoin: Our Progress and What We Take For Granted](https://www.swanbitcoin.com/analysis/reflecting-on-the-year-in-bitcoin-our-progress-and-what-we-take-for-granted/): The progress that the Bitcoin community made in 2021 reminds us to take nothing for granted, and to make the changes we want to see next year.
- [Bitcoin is Generational Wealth](https://www.swanbitcoin.com/analysis/bitcoin-is-generational-wealth/): "Bitcoin is Generational Wealth" is a short film exploring Bitcoin's potential across generations.
- [The Diminishing Influence of Halvings on Bitcoin’s Price](https://www.swanbitcoin.com/analysis/the-diminishing-influence-of-halvings-on-bitcoins-price-geertjancap/): The price of any asset is determined by its supply and demand. Bitcoin's programmed halving of supply has a diminishing effect its price.
- [How Much of the World’s Population Owns Bitcoin Today?](https://www.swanbitcoin.com/analysis/how-much-of-the-world-s-population-owns-bitcoin-today/): One of the biggest blindspots investors have when they first come across Bitcoin is that they view it solely as an asset. Bitcoin is digital gold - you can send over the internet.
- [Why Bitcoin's Rules Are Enforced By Physics ](https://www.swanbitcoin.com/analysis/why-bitcoin-s-rules-are-enforced-by-physics/): History shows that fiat systems collapse. The monetary units of these systems become worthless upon those collapses. Science shows that the laws of physics do not collapse. They are eternal.
- [The Ultimate Safe Haven](https://www.swanbitcoin.com/analysis/the-ultimate-safe-haven-spencer-schiff/): Bitcoin will be considered the safest asset in human history, thanks to its resistance to debasement, censorship, and confiscation.
- [Bitcoin’s Real Energy Expenditure: A Comparative Analysis](https://www.swanbitcoin.com/analysis/bitcoin-real-energy-expenditure-nick-payton/): We must compare Bitcoin's enivronmental and socio-economic impacts to the financical systems it aims to replace.
- [On Bitcoin's UX](https://www.swanbitcoin.com/analysis/on-bitcoins-ux/): Why the internet doesn't feel as clumsy anymore is twofold: (1) we got used to the novel concepts the internet brought with it, and (2) countless layers of abstraction make interacting with the base layer easier.