Podcast Episodes
Back to Search
Are we still in a bear market rally?
Episode 18
Bitcoin just completed the longest bear market rally of the last two cycles, but under the hood, the data still looks eerily similar to 2022. Mike an…
9 hours ago
Still Patient? Why This Bitcoin Rally May Be on Borrowed Time
Episode 17
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…
1 week ago
Why This Rally May Be Too Early
Episode 16
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” f…
2 weeks ago
The Bottom Is Not In! Why We Get 4-Year Cycles
Episode 15
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 …
3 weeks ago
Ceasefire Trap? Bulls vs. Bears—Who Wins?
Episode 14
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…
4 weeks ago
BTC Cycle Low? & Views on macro, altcoins, & crypto equities
Episode 13
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 …
1 month ago
Nasdaq vs. Bitcoin: Surviving the 200-Day Breakdown
Episode 12
The Nasdaq just broke its 200-day moving average. In 2022, that was the signal for a 35% collapse. Is history repeating?
Mike and Ryan dive into the "…
1 month, 1 week ago
Saylor is Back: How does this impact market structure?
Episode 11
Bitcoin is ripping while stocks and gold stall, and Michael Saylor just dropped billions into BTC. So… is this a real regime shift or just another 20…
1 month, 2 weeks ago
Bitcoin Network Health Check: Assessing Thesis & New Risks
Episode 10
Mike and Ryan re-underwrite the Bitcoin thesis with a full network health check: hash rate, miner incentives, active addresses, ETF adoption, treasur…
1 month, 3 weeks ago
Deploy now or wait for Deep Value? (March 2026 Cycle Update)
Episode 9
Mike and Ryan break down Bitcoin’s cycle awareness signals now that BTC has hit “fair value.” Using long-term holder supply in profit, MVRV, and the …
2 months ago