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Markets ripped on the Iran ceasefire headlines, but Mike says the bigger bearish process may still be unfolding.

Mike and David break down why Bitcoin, oil, global liquidity, and the S&P’s 200-day moving average are all flashing mixed signals, and why the real bottom may still require more pain, patience, and weak-hand capitulation.

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TIMESTAMPS

0:00 Intro
2:56 Market Reactions to Ceasefire
6:28 Analyzing the Bull & Bear Cases
11:02 The Pessimist's Perspective
15:34 Iran's Strategic Position
22:37 Understanding the Liquidity Cycle
26:58 The Long-Term View on Bitcoin
31:34 Short-Term Market Signals
36:08 Closing & Disclaimers

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Not financial or tax advice. For educational purposes only.