The 4-Year Bitcoin Cycle Isn’t Broken... Your Model Is | Scott Melker

Scott Melker, trader, analyst, and host of The Wolf of All Streets, joins Mark Moss to break down why Bitcoin’s recent drawdown doesn’t mean the 4-year cycle is dead — it means investors are using the wrong model. With years of market experience across traditional finance and crypto, Scott brings a grounded perspective on volatility, liquidity, and structural shifts in the market. In this conversation, we unpack why narratives follow price, how leverage and options markets reshape volatility, whether Wall Street is suppressing Bitcoin, and why retail never truly showed up this cycle. Scott explains why he’s buying aggressively into fear and what investors consistently misunderstand about cycle tops and bottoms.See omnystudio.com/listener for privacy information.

Most people look at Bitcoin and ask a very simple question like does it win or does it fail? Which sounds logical, but that's not how serious investors think, because markets don't operate in a yes or no. They operate in probabilities. And when outcomes are uncertain, when the stakes are high and the information is incomplete, the smartest decision makers in the world don't think in binaries either.See omnystudio.com/listener for privacy information.

Eric Weiss, veteran crypto investor and co-founder of Blockchain Investment Group, joins Mark Moss to explain why this market cycle feels different and what has actually changed beneath the surface. Drawing on experience across multiple Bitcoin and macro cycles, Eric breaks down how incentives, leverage, and institutional structure now shape outcomes more than narratives. In this conversation, we unpack how new layers of regulation and leverage alter risk, why traditional cycle thinking keeps failing, and what investors consistently miss when they say “this time is different.” This discussion will help you understand how to navigate markets as the rules quietly shift. Get setup with Unchained at https://www.unchained.com/markmoss and use code MOSS10 to get 10% off. If you’re ready to build your Bitcoin position with confidence, go to https://www.river.com/markmoss to sign up and get up to $100 in free Bitcoin. Use my code: MARKMOSS at https://2026.b.tc to get 10% off of your Bitcoin Vegas tickets and join me for an exclusive after party.  See omnystudio.com/listener for privacy information.

This is the biggest financial mistake homeowners make, and most people lock it in for decades without ever questioning it. Now, paying off your home feels like the responsible move. It feels like security. But what if that feeling is costing you far more than you realize when you pay off your house? What exactly are you winning?See omnystudio.com/listener for privacy information.

Marty Bent, longtime Bitcoin commentator and host of TFTC, joins Mark Moss to explain why prices are no longer set by markets — but by policy. From energy and housing to Bitcoin and stablecoins, Marty breaks down how regulation, political incentives, and centralized control are distorting prices, locking in inflation, and making “cheap again” a fantasy. This conversation connects the dots between policy, price signals, and why Bitcoin continues to matter in a world where markets are being replaced.See omnystudio.com/listener for privacy information.

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Larry Lepard, veteran investor, author of The Big Print, and leading voice on sound money, joins Mark Moss to explain why the Federal Reserve is trapped. With debt surging and political pressure mounting, Larry breaks down why money printing isn’t a choice — it’s the only path left. In this conversation, we explore how the bond market truly dictates Fed policy, why high interest rates are unsustainable, and how fiat systems historically end. Larry explains where capital moves next and what this moment means for protecting wealth in a system with no clean exit.See omnystudio.com/listener for privacy information.

Everyone has heard of MicroStrategy “buying Bitcoin,” but almost nobody understands the real cheat code—they didn’t just buy, they re-engineered their balance sheet. That’s the unlock: you can run your personal finances like a company treasury. This flips the script: instead of saving scraps and hoping your 401k grows, you design a capital stack like Saylor—equity, debt, and base-layer Bitcoin. Suddenly, you’re not just surviving inflation, you’re weaponizing it.See omnystudio.com/listener for privacy information.

Yaron Brook, Chairman of the Ayn Rand Institute and one of the most prominent defenders of free markets and rational capitalism, joins the show to break down a risk most investors aren’t even thinking about: large-scale irrationality. As a longtime thinker on economics, philosophy, and moral foundations of markets, Yaron explains why markets don’t fail because of math or data — they fail when societies abandon reason. In this conversation, we explore why markets struggle to price irrational behavior, how emotional politics and socialism distort incentives, and why regulation, not capitalism, is behind many of today’s economic breakdowns. Yaron explains how free markets actually correct irrationality over time, why capitalism is still the greatest poverty-destroying force in history, and what individuals can do to protect themselves, stay productive, and navigate an increasingly irrational system — and what it all means for freedom, prosperity, and the future of the financial system.See omnystudio.com/listener for privacy information.

Time is running out. And I don't mean in some dramatic into the world way. I mean, structurally, we're headed into a reset window between now and 2030 that will permanently separate families who planned from families who didn't. The truth is that most people don't fail because they didn't work hard enough. They fail because they never built the right system.See omnystudio.com/listener for privacy information.