Podcast Episodes
Back to SearchBitcoin Volatility Fell 56%: The Spring Is Loaded
Episode 181
Bitcoin realized volatility fell 56% to multi-year lows as market cap grows slower than realized cap. A coiled, de-risked setup. Watch the 200-day av…
4 months, 1 week ago
7,048 BTC Were Withdrawn From IBIT, Strategy Wallets Sent Coins to Coinbase Prime
Episode 180
BlackRock and Strategy-affiliated wallets moved BTC into Coinbase Prime infrastructure. A sale is not yet confirmed, but the market has received a ne…
4 months, 1 week ago
Sellers are returning, buyers are leaving
Episode 179
BTC is returning to exchanges after months of outflows, while stablecoins are simultaneously leaving exchanges - this is a double risk-off signal.
4 months, 1 week ago
Sellers Regain Control: Why Bitcoin's Rebound Is Losing Fuel
Episode 177
Bitcoin bounced +2.7% from the May 23 low, but the underlying futures microstructure deteriorated much faster than price. In this episode, we break d…
4 months, 2 weeks ago
Sellers Increase Pressure: +34K BTC in One Week
Episode 176
In this episode of Adler AM: Bitcoin Morning Brief, we break down last week’s local BTC pressure setup: +18K BTC moved onto exchanges, while U.S. spo…
4 months, 2 weeks ago
Sellers are Pressing: STH Underwater, Network Realizes Losses
Episode 175
May 2026 has put short-term holders in a vulnerable position: BTC is trading below their aggregate cost basis, while Net Realized P/L has moved into …
4 months, 2 weeks ago
Bitcoin Bounced Toward $77K, but Coinbase Premium Shows No Demand From the U.S.
Episode 174
BTC bounced toward $77K after positive geopolitical headlines around Iran, but the underlying market structure remains unconfirmed. In this episode, …
4 months, 2 weeks ago
Bullish Impulse Broken: Macro Pressure Intensifies
Episode 173
In this episode of Adler AM: Bitcoin Morning Brief, we break down why Bitcoin’s bullish impulse has weakened just as macro pressure intensifies. Bitc…
4 months, 2 weeks ago
Supply in Profit Recovered to 63%, but STH-SOPR Has Not Held Above 1.0
Episode 172
Supply in Profit has recovered after the capitulation phase, but short-term holders are still not realizing sustained profits. There is still no beha…
4 months, 3 weeks ago
Bears Are Back in Control of the Bitcoin Market Structure
Episode 171
Two structural signals confirm one conclusion: bulls have lost control. The market failed to hold above the zero zone, sellers absorbed the bullish i…
4 months, 3 weeks ago