Podcast Episodes
Back to SearchBitcoin is Up 20% - What is Driving the Rally?
Episode 239
Bitcoin rose 20%, yet US spot premium is negative and open interest in BTC dropped 8.7%.
1 month, 2 weeks ago
Bitcoin in Strong Bull Regime, Short Liquidations Hit $1.42B
Episode 238
Bitcoin Regime Score hit Strong Bull (60) at $69.5K. The turn started Aug 17, before a $1.42B short squeeze amplified the breakout.
1 month, 2 weeks ago
Bitcoin Buyers Dominate as Open Interest Declines
Episode 237
Net Taker Volume stays positive while Bitcoin open interest declines - buy-side demand without leverage. Watch for a break above $66.8K.
1 month, 2 weeks ago
LTH Barely Selling BTC: 1.30x Cost Basis, Low Risk Zone
Episode 236
Bitcoin holds 1.30x the LTH cost basis in the Low Risk zone. Supply near ATH with minimal spending shows no distribution. Watch a $74K reclaim.
1 month, 2 weeks ago
Bitcoin Short-Term Holders Down 6%, No Capitulation Yet
Episode 235
STH MVRV at 0.94 and SOPR near 0.996 show Bitcoin short-term holders underwater, not capitulating. Watch $59.3K support, a SOPR reclaim of 1.0.
1 month, 2 weeks ago
Coins in Profit Near Local Lows, Network Activity Up 23%
Episode 234
Bitcoin UTXOs in Profit sit near local lows at 53%, while 30-day transfer volume has jumped 23% from its April low, above its yearly average.
1 month, 3 weeks ago
Bitcoin Miners: Fees at 2015 Lows, Hashrate Down 23%
Episode 233
Bitcoin miner fees sit near 2015 lows at 0.71% of revenue; hashrate is down 23% but holding. Watch a return above 1% for a regime shift.
1 month, 3 weeks ago
Bitcoin Volatility Squeeze at 4% - ADX Confirms No Trend
Episode 232
Bitcoin volatility compressed to 3.8% and ADX fell to 11 - an extreme Bollinger Bands squeeze, no trend. Watch for band expansion, ADX above 20.
1 month, 3 weeks ago
New BTC buyers near breakeven, 3-6M cohort underwater
Episode 231
Bitcoin 0-3M holder NUPL is near breakeven while the 3-6M cohort sits at -0.14, its Realized Cap 69.6% below peak. Watch 3-6M to reclaim zero.
1 month, 3 weeks ago
MVRV Z-Score Falls to 0.41: Correction Without Capitulation
Episode 230
MVRV Z-Score at 0.41, below its 1.69 mean but above zero. BTC holds ~13% over the $57.6K cost basis. Lose it and $46.1K stress opens up.
1 month, 3 weeks ago