Mladen Talks Crypto

Mladen Talks Crypto

Home
Disclaimer
Archive
About

Why Crypto Altcoins Can Keep Falling Even After 90% DD

Large drawdowns can create upside, but they do not create probability. In crypto, market and macro conditions matter more than how far a coin has already fallen.
READ THE LATEST
The Bubble Nobody Wants to Talk About
Why rising inflation could become a serious problem for the broad crypto market
 • Mladen Talks Crypto
Your Kids’ Financial Literacy Is Either an Asset… or a Liability.
And unlike your altcoins, these compounds beautifully.
 • Mladen Talks Crypto and Madam Finance
Fed Holds, Inflation Rises: A Difficult Setup for Crypto
Rates stay unchanged, but inflation and geopolitical risk limit liquidity and reduce the odds of an altcoin cycle
 • Mladen Talks Crypto
Where AI meets Crypto: NEAR Protocol
From chain abstraction to AI agents: understanding why NEAR is built for the next phase of crypto/AI intersection
 • Mladen Talks Crypto and Vini B
How Hormuz Crisis Shapes Crypto Market
The Hormuz disruption introduces supply-driven inflation while limiting policy flexibility. In this environment, crypto remains constrained and…
 • Mladen Talks Crypto
Crypto Markets Face Rising Inflation Without Policy Relief
Inflation is stabilizing above target while energy risks build and rate cuts become less likely. This creates a constrained setup for crypto and limits…
 • Mladen Talks Crypto
Crypto Markets in a Stagnating Liquidity Regime
Global liquidity isn't expanding, financial conditions are rather loose, and inflation risks are rising. Here’s what that means for crypto markets and…
 • Mladen Talks Crypto
Mladen Talks Crypto
Mladen Talks Crypto
Crypto regime analysis for retail investors. I use macro indicators and liquidity data to determine when the market favors Bitcoin and when altcoins have the edge.
Recommendations
View all 8
Madam's Substack
Madam's Substack
Madam Finance
Oculus Commodity Research
Oculus Commodity Research
Oculus Commodity Research
Crypto Consumer
Crypto Consumer
Crypto Consumer
Europe Capital
Europe Capital
Europe Capital
The Macro Insight
The Macro Insight
Macro Insight

Mladen Talks Crypto

Crypto regime analysis for retail investors. I use macro indicators and liquidity data to determine when the market favors Bitcoin and when altcoins have the edge.
AboutArchiveRecommendationsSitemap
© 2026 Mladen · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture