All Episodes
Displaying 1 - 20 of 40 in total
Macro Concerns? Crypto’s Bull Case vs. Rising Rates
Crypto is acting like a bull market even as macro risks keep building. Mike and Ryan break down why Bitcoin and altcoins are shrugging off rising yields, rate-hike fea...
Is the "Early Bull" Actually Confirmed?
Mike is finally ready to call it: Bitcoin has likely entered the early-bull phase. Mike and Ryan break down the Golden Cross, the reclaim of the 50-week moving average...
Guide to Navigating the Next Crypto Bull Run
Bitcoin may be entering the first inning of a new bull market, and TDR thinks this cycle could be bigger than the last. Mike and Ryan break down the signals that would...
Onchain Activity is Heating Up…What Comes Next?
Bitcoin is flashing early-bull signals, but the all-clear still isn’t here. Mike and Ryan break down the new Golden Cross, why $69.9K and $80.4K define the next move, ...
Bitcoin’s Early Bull? The $69.4K Test
Bitcoin’s 23% surge may have marked the end of the bear market—but September could still deliver one more shakeout. Mike and Ryan break down the early-bull signals eme...
The Case for a New Crypto Bull Market
Bitcoin just surged 22% in 48 hours, and Mike’s outlook has flipped with it. Mike and Ryan break down why the cycle lows may now be in, what the latest onchain data sa...
Is AI Entering the "DAT Season" Stage of the Cycle?
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QE Lite, Rising Yields & Bitcoin’s Final Bear Market Test
Bitcoin may be entering the final stretch of the bear market, but macro risks are starting to build. Mike and Ryan break down the Treasury’s new “QE Lite” play, why 30...
Bitcoin vs. Nasdaq: Is This Rally a Trap?
The Nasdaq has nearly erased a 10% selloff, but the bond market may be telling a very different story. Mike and Ryan break down why the Fed may be letting rising long-...
Can the Economy Handle Rate Hikes?
The Fed may be forced to hike into an economy that looks strong on the surface but is weakening underneath. Mike and Ryan unpack the fault lines in labor, housing, sav...
Bitcoin’s Bear Market Is 80% Over? One More Lower Low Coming?
Bitcoin may be 80% through its bear market, but the bottom still isn’t confirmed. Ryan and Mike unpack weak demand, rising macro pressure, the risk of one more lower l...
TDR Pro’s 1st-Year Portfolio Audit: Wins, Learnings & the Current Portfolio
Mike opens the books on TDR Pro’s first year: a portfolio up 13% through a crypto bear market, 53% realized gains, and a timely risk-off call before Bitcoin fell 45%. ...
Is the Bitcoin Low Really In?
Bitcoin bounced, but the bottom still isn’t confirmed. Ryan and Mike unpack the missing coin-rotation signal, weak ETF and spot demand, Saylor’s BTC sale, and why $50K...
Bitcoin’s Green Light…Buy Now or Wait for One More Flush?
Bitcoin is back near historic buy-zone levels, but the bottom still isn’t confirmed. Ryan and Mike unpack the green-light indicators, the risk of one final flush, and ...
Why does BTC continue to track the 4-Year Cycle?
Bitcoin’s 4-year cycle may look arbitrary, but the data tells a deeper story. Ryan and Mike break down how leverage, credit, stablecoins, DeFi loans, miners, and Strat...
Bitcoin’s Bottom Case, ETF Outflows & The No-Buyers Problem
Bitcoin may be in the buy zone, but the demand signal still looks weak. David and Mike debate whether the bottom is already in, why ETF outflows and muted buyer intere...
Has BTC Entered the "Buy Zone?"
Has Bitcoin entered the buy zone, or is one final flush still ahead? Mike and Ryan break down why BTC under $67K looks attractive for long-term buyers, what realized l...
Bitcoin’s $60K Test Just Got More Serious
Bitcoin is testing a critical zone, but this bear market is starting to look different. Mike and David break down why $60K may be the next major level, how Strategy’s ...
Bitcoin’s Unfinished Pain & Altcoin Hype or Head Fake?
Bitcoin is stuck in a quiet range, but the signals are getting louder. Mike and Ryan break down why the mini altcoin rally may be a head fake, what realized losses sug...
Signs of a Cycle Bottom?
Bitcoin may have already hit its cycle low, but the confirmation signal still hasn’t fired. Mike and Ryan break down the bull case for a $60K bottom, why realized cap ...
