TD₿: The Quiet Bitcoin Shift No One’s Talking About - (a Swan original video) - with Hurley
TL;DR: Bitcoin’s price may look confusing—but beneath the surface, a major shift is underway. Whales are exiting, corporations are locking it up, and the final rotation is unfolding now.
Hey Bitcoiners,
Bitcoin’s price action in 2025 has puzzled many, but the underlying dynamics reveal a quiet transformation. While longtime holders, whales, and bankruptcy estates have used the $100K+ levels to exit, their Bitcoin is being absorbed by institutions, ETFs, and corporate treasuries with no intention to sell.
This isn’t a failed breakout—it’s a structural rotation. The float is shrinking, and the buyers replacing retail aren’t looking for quick profits; they’re locking Bitcoin away for the long haul. As a result, the supply side is becoming increasingly inelastic, setting the stage for a powerful price revaluation once demand overtakes what little supply remains.
At the same time, macroeconomic conditions are deteriorating. Bond yields are rising while the U.S. dollar weakens, signaling stagflation and mounting fiscal pressure. Investors are seeking alternatives outside the traditional system, and Bitcoin is emerging as both a hedge and a monetary settlement layer. A $1.5 billion transaction by Tether settled on-chain for just $2, underscoring its unmatched utility.
Demographically, millennials are entering their wealth accumulation phase and allocating to Bitcoin, much like boomers did with equities. This is the final major handoff—from short-term speculators to institutions and generational holders. Once this rotation is complete, that Bitcoin may never return to the open market.
Tick tock next block,
The Swan Education Team
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In the Headlines
Metaplanet Expands Bitcoin Holdings to 8,888 BTC, Reports 225% Yield on Strategy
Japanese firm Metaplanet has expanded its Bitcoin treasury with a new purchase of 1,088 BTC for $117.3 million, bringing its total holdings to 8,888 BTC at an average price of $93,354. Based on current prices, this gives the company a return of 10.6% on its Bitcoin reserve.
Over the past year, Metaplanet has achieved a 225% yield on its BTC strategy, driven largely by its surging share price, which has climbed nearly 200% in the past month and over 5000% since adopting its Bitcoin treasury model in April 2024. The company, listed on the Tokyo Stock Exchange, now has a $3.82 billion market cap and ranks among the top 3,300 firms globally.
Following the model of MicroStrategy (now Strategy), Metaplanet funds its Bitcoin acquisitions through stock and bond sales, including $71 million in bonds issued in late May and $651.8 million raised through share offerings over a recent 60-day stretch. Analyst Simon Peters highlights that public companies now hold nearly 800,000 BTC, up from 300,000 a year ago, underscoring growing institutional adoption.
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Event of the Day
![BTC Prague 2025 Discount Code [DISCO] – 10% Off - Discotech - The #1 Nightlife App](https://substackcdn.com/image/fetch/$s_!i2m8!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F9e7a0138-4ff1-4e24-8059-19948bce9541_1500x500.jpeg "BTC Prague 2025 Discount Code [DISCO] – 10% Off - Discotech - The #1 Nightlife App")
BTC Prague 2025 is Europe's premier Bitcoin-only conference, scheduled for June 19–21, 2025, at the PVA Expo in Prague, Czech Republic. Now in its third edition, the event is expected to draw over 10,000 attendees, featuring more than 200 speakers across multiple stages, and hosting over 100 Bitcoin-focused companies.
What to Expect
Business Day (June 19): A dedicated pre-conference day tailored for entrepreneurs, investors, and developers, offering strategic insights into integrating Bitcoin into various business operations.
Main Conference (June 20–21): Two days of keynotes, panel discussions, and presentations from leading figures in the Bitcoin space, including:
Michael Saylor (Executive Chairman of MicroStrategy)
Adam Back (CEO and Co-founder of Blockstream)
Jack Mallers (Founder and CEO of Strike)
Mark Moss (CEO of Market Disruptors)
Jimmy Song (Bitcoin Developer)
Roman Reher (Founder and CEO of Blocktrainer)
Expo Hall: An extensive exhibition area featuring over 100 Bitcoin companies showcasing their latest innovations and services.
Networking Opportunities: Attendees can connect with like-minded individuals, industry leaders, and innovators through various networking events and a dedicated mobile app with smart matchmaking tools.
Side Events
BTC Prague 2025 offers a range of side events to enhance the conference experience.
Dev/Hack/Day (June 18): A one-day event for developers and tech enthusiasts to explore cutting-edge Bitcoin technologies.
Cypherpunk Meetup (June 19): A gathering for privacy advocates and freedom seekers to discuss topics related to digital privacy and Bitcoin.
Run For Hal (June 19): A 5km social run through Prague's Old Town, honoring Bitcoin pioneer Hal Finney.
Self Custody Celebration (June 20): A meetup focusing on Bitcoin self-custody, featuring expert insights and a lively celebration.
Saturday After Party (June 21): An event to conclude the conference with music, drinks, and networking opportunities.
Tickets
Various ticket options are available at BTC Prague.
Conference Pass (€345): Access to the two-day main conference, including all stages and networking areas.
Business Pass (€595): Includes all Conference Pass benefits plus access to Business Day and additional networking opportunities.
VIP Pass (€1,820): All-inclusive access with added perks such as VIP lounge, exclusive Q&A sessions, premium seating, and concierge service.
A 5% discount is available for payments made in Bitcoin. For more details and to purchase tickets, visit: btcprague.com.
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