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Adler AM: Bitcoin Morning Brief

Adler AM: Bitcoin Morning Brief

By: Axel Adler Jr.
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A five-day-a-week morning podcast on Bitcoin market structure, on-chain data, ETF flows, derivatives, macro risk, and key signals for active investors. Each episode turns the latest Adler AM brief into a clear, data-driven audio update. Not financial advice.© Axel Adler Jr. Economics Personal Finance
Episodes
  • Fifth month of selling at a loss, but holder support still sits below the market

    Fifth month of selling at a loss, but holder support still sits below the market
    Jun 26 2026

    Net realized P/L is persistently negative, which means the market is systematically locking in losses. But the cost basis of most holder cohorts is still below the current price, so for now this looks like a controlled decline rather than a full capitulation.
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    25 mins
  • Strategy (MSTR) is down 78% from its peak

    Strategy (MSTR) is down 78% from its peak
    Jun 25 2026

    This brief is about how MSTR's deep drawdown and Strategy's shift from aggressive buying to defense are changing the role of the largest corporate BTC buyer. The logic is simple: the longer this proxy stock trades deeply underwater, the higher the risk that the burden of dividends and debt will eventually reach Bitcoin itself.
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    21 mins
  • Bullish demand has dropped to zero - fuel is now on the side of the shorts

    Bullish demand has dropped to zero - fuel is now on the side of the shorts
    Jun 24 2026

    A brief on how bullish demand has run out and momentum is shifting to sellers: Net Taker has pulled back to zero, while long positions dominate liquidations.
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    20 mins
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