Latest Episodes
Still Patient? Why This Bitcoin Rally May Be on Borrowed Time
Bitcoin has the “perfect” bull setup, record shorts, aggressive squeezes, and billions in buying, yet it still can’t break $80K. Ryan and Mike unpack why that disconne...
Why This Rally May Be Too Early
Bitcoin is pushing back toward $80K, but the underlying data still looks like a classic bear market setup. Mike and Ryan break down why “hot money” from the 2025 top h...
The Bottom Is Not In! Why We Get 4-Year Cycles
Bitcoin is up 19% from the February lows, but Mike argues this still looks more like a bear market bounce than a true bottom. He and Ryan break down why weak ETF flows...
Ceasefire Trap? Bulls vs. Bears—Who Wins?
Markets ripped on the Iran ceasefire headlines, but Mike says the bigger bearish process may still be unfolding.Mike and David break down why Bitcoin, oil, global liqu...
BTC Cycle Low? & Views on macro, altcoins, & crypto equities
Bitcoin is down 47% from the highs, but Mike says the real “fat pitch” still hasn’t arrived.Mike and Ryan break down where BTC could actually bottom using realized pri...
