After the chaos of April, Doc and Oz return to break down the market’s sharp recovery, expose the false macro narratives that spooked the herd, and lay out what the next phase of vertical repricing really looks like. From Bitcoin reclaiming strength above $100K to altcoins simmering under high dominance, this episode covers the transition from fear to flow with both clarity and conviction.

Oz reflects on his forced break from X and how that silence turned into one of his strongest runs of macro alpha — dissecting the real signals behind the tariff panic, the VIX spike, and copper’s resurgence. Meanwhile, Doc unpacks the key on-chain signals showing Bitcoin’s mid-cycle maturity and the quiet build-up to a true altcoin rotation.

The conversation isn’t just technical. The duo touch on sector leaders in AI, RWAs, and meme coins, and why patient conviction — not FOMO — is the differentiator as capital starts rotating. They also reflect on portfolio discipline, what’s working inside their Markets Unplugged membership, and which altcoins are still flying under the radar.

If you’re serious about understanding vertical repricing — and filtering out the noise — this is a conversation you don’t want to miss.

Date of podcast recording: Wednesday 22nd January '25

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