Episode Details

Michael Nadeau called the top before the 10/10 crash. In this episode, he sits down with Ryan to explain why. They break down the onchain data that flipped him risk off, Bitcoin’s decisive break below the 50-week moving average, and why global liquidity and rate cuts may not rescue this cycle. Michael shares the price zones where Bitcoin becomes compelling again, how long-term holder behavior maps to past tops, and the framework he’s using to build a high conviction watch list for the next bull.

Michael Nadeau

https://x.com/JustDeauIt

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TIMESTAMPS & RESOURCES

0:00 Intro

0:48 Market Downturn Analysis

5:22 Risk-Off Position Insights

8:25 Market Structure Breakdown

9:49 October Call Reflection

11:27 November Confirmation

13:48 Market Psychology Overview

24:43 Cycling Through Market Phases

28:55 Wealth Destruction Zone

34:11 Markets KPIs

38:47 Long-Term Holder Dynamics

44:02 Cycle End Analysis

49:07 Global Liquidity Conditions

52:15 Trading Strategies Discussion

56:13 Price Points & Metrics

1:04:47 Watch List Strategy

1:07:38 Closing & Disclaimers

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