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HBO and The Ringer's Bill Simmons hosts the most downloaded sports podcast of all time, with a rotating crew of celebrities, athletes, and media staples, as well as mainstays like Cousin Sal, Joe House, and a slew of other friends and family members who always happen to be suspiciously available.
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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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