Adler AM: Bitcoin Morning Brief cover art

Adler AM: Bitcoin Morning Brief

Adler AM: Bitcoin Morning Brief

Written by: Axel Adler Jr.
Listen for free

About this listen

 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.
Episodes
  • The Bulls Are Running Out of Steam: Taker Pressure Is Falling, Funding Remains Negative

    The Bulls Are Running Out of Steam: Taker Pressure Is Falling, Funding Remains Negative
    May 14 2026

    A brief on two signals working together: taker volumes point to a weakening bullish impulse, while funding confirms that traders are not rushing to open longs. The market is losing bullish inertia while bearish positioning in derivatives remains in place.
    Show More Show Less
    6 mins
  • STH Loss Pressure Hits Zero as Bitcoin Holds Above $80K

    STH Loss Pressure Hits Zero as Bitcoin Holds Above $80K
    May 13 2026

    Bitcoin is trading above $80,000, and STH Loss Pressure has dropped to zero for the first time in several months. At the same time, the STH share of total BTC supply continues to decline, pointing to a weakening short-term speculative overhang.
    Show More Show Less
    20 mins
  • Retail in Bitcoin Is Back in the Game: Demand Rose from -8.2% to +4.4% in 6 Weeks

    Retail in Bitcoin Is Back in the Game: Demand Rose from -8.2% to +4.4% in 6 Weeks
    May 12 2026

    Bitcoin retail demand momentum has turned sharply higher, but the recovery is still not fully confirmed by absolute transfer volume.

    In Morning Brief #167, we break down the divergence between Retail Demand 30D Change and $0-$10K transfer volume. Retail Demand 30D Change rose from -8.2% on April 5 to +4.38% by May 12, after crossing the zero line on April 27 and peaking at +6.31% on May 6.

    The problem: absolute retail transfer volume recovered only from $336M to $351M on a 30-day moving average basis, still below the earlier Q1 range of roughly $365M-$375M.

    Bottom line: retail contraction has stopped, momentum has recovered, but the full return of retail capital is not yet confirmed.
    Show More Show Less
    20 mins
adbl_web_anon_alc_button_suppression_c
No reviews yet