Alec Bakhouche

I am encouraging everyone to read this article to understand what's different, where we are, and where Bitcoin could be headed: x.com/john_at_swan/s…

4/ "How is this different from 2022?" In 2022: no ETFs, no major bank support, no institutional infrastructure. Today: BlackRock, Fidelity, Morgan Stanley all have BTC ETFs. BofA + JPM officially recommending 1-5% allocation. Abu Dhabi's SWF increased its position 46% during this drawdown. It's an entirely different market of participants.

Six months ago, clients were asking: "How much should I put in?" Today: "Should I be buying more?" This shift tells me exactly where we are in this cycle. 4 questions I'm actually getting from HNW clients right now & how I am answering them 👇

After last week's monster buy of ~34k BTC, Strategy has now purchased 142,561 BTC in 2026 YTD. This is an average of 8.9k BTC acquired *per week* in 2026. In 2022, Strategy acquired a *total* of 8.1k BTC in the whole year.

That’s a lot of corn….

@covetrade Yea… customer support can be great until you are denied permission to use your own money controlled by the bank

@Alec_Bitcoin everyone can be their own bank but only until they accidentally send btc to the wrong address and customer support is just vibes

With Bitcoin in self custody, everyone can be there own bank!

@thebitking Bitcoin in self custody = Everyone is bank

Everyone is going to be a bank! $hood Who’s next?

Bank of America: "Put 1-4% in Bitcoin." Goldman: *files Bitcoin ETF* Morgan Stanley: *launches BTC ETF at 14bps, $100M in week one* Schwab: *Launching spot BTC trading* Your advisor: "It's too speculative." The institutions aren't asking for permission anymore, neither should you. Real Bitcoin in self-custody is the ultimate move.

@john_at_swan @jd_durkin @TakingStockLive @FINTECHTVglobal Come chat about this with myself, John, and a small curated group next week: speakeasy.swan.com/e/iAocl1JD

Bitcoin chatter at the NYSE yesterday . And yes @jd_durkin really is my former college roommate 😂 @TakingStockLive @FINTECHTVglobal

John and I are hosting a small group discussion on this likely bottom call for Bitcoin next week! You can request a spot here: speakeasy.swan.com/e/iAocl1JD

@NYCMayor Another reason you might want to Swap your RE for bitcoin. Hosting a discussion about this next Tuesday speakeasy.swan.com/e/Bat_1k82

Happy Tax Day, New York. We’re taxing the rich.

Another reason you might want to Swap your RE for bitcoin. Hosting a discussion about this next Tuesday speakeasy.swan.com/e/Bat_1k82

"The quantum BIP to freeze wallets? None of that's gonna happen. That's narrative bullsh*t." "A hangover from penny stock pumping and and VCs trying to raise money for some of their shitty quantum shitcoin companies." — Cory Klippsten

@jonstewart Big fan of your work Jon, for like 20 years. But you could find better guests on this topic. More nuanced.