The Markets Unplugged is a crypto market analysis and education platform. We cover Bitcoin and Ethereum on-chain data, macro, cycle timing, and the frameworks that help investors understand what is actually driving markets.
321Paid members
768Total members
4+Years publishing
3Full market cycles
The mission
The aim is not to chase every crypto narrative. The aim is to separate signal from noise -- using on-chain data, macro context, and cycle timing to give investors a more grounded way to follow markets. We publish every week without exception, across free and paid tiers. The public library exists to be useful enough to trust and useful enough to cite. The paid layer exists for investors who want to go deeper.
The frameworks we've built
KAIROS
Created by Oz
A cycle-timing framework. It identifies windows in time where a market's cycle low has historically tended to form, across Bitcoin, Ethereum, the S&P 500 and Gold. It brackets the window in time and says nothing about how low price goes. Not a buy signal, not a confirmed bottom call, and not a strategy with a win rate.
A 15-metric on-chain composite across five families: valuation, holder conviction, absorption and spending, miner economics, and cycle timing. Each metric is percentile-ranked against its own history from 2009 to 2021, then applied out of sample to 2022 and onward. Score updates daily, written analysis every Monday.
A separate on-chain composite built for Ethereum, scoring where ETH sits in its own cycle from deep accumulation to overheated. On-chain only, percentile-ranked against Ethereum's own history, read across six named zones. It reads the level, not the turn.
Reads the ETH/BTC setup against the conditions past rotations shared, and resolves to one of four states: Quiet, Watch, Caution, or Aligned. It describes conditions rather than calling a date, and says nothing about any specific altcoin.
A weekly Bitcoin bottom-conditions read. It combines several weekly market conditions, including order flow, candle structure, volume, price range and sentiment, into a single weekly state. Runs every Monday at 7am UTC. Bitcoin only.
Bitcoin's market cap set against the VIX, the wider market's read on volatility. Oz tracks where that ratio sits against its long-term trendline as one of the inputs behind the weekly Cycle Read.
Macro Concordance
Created by Oz
A macro regime tool that reads seven macro assets against the price range each set in January, builds the year's macro fingerprint, and finds the historical years whose fingerprint matched, then shows how those years resolved. A transparent count, not a black-box score. Regime context, not a signal.
The Business Cycle Index reads the macro backdrop for Bitcoin: whether liquidity, credit health, business activity and market stress are improving or deteriorating, and whether that supports or undermines the case for Bitcoin. A regime and risk filter, not a buy or sell signal.
The Crypto Confidence Index reads the crypto market from the inside: whether capital is rotating into risk, where the cycle sits against its own history, and whether the signals that tend to lead price are improving or deteriorating. Sits alongside the BCI as a risk filter, not a buy or sell signal.
A live research board tracking altcoins by sector. Names move through three phases -- Watch-Only, Priority Review, and TMU Focus -- judged against their sector peers as the evidence changes. Reviewed on a defined cadence, with every refresh dated. Where a name has not been re-examined, it is carried forward and shown as such rather than treated as reconfirmed.
42 coins plus 2 market indices, each with defined accumulation entry zones, staged profit targets, and a level at which the thesis is treated as invalid, all shown against live price. A planning framework, not a signal service and not a track record.
Technical analyst and macro researcher. Creator of KAIROS cycle-timing, the Delta Engine, and Macro Concordance. Tracks the BTC/VIX ratio as part of the weekly Cycle Read. Has published the Cycle Read every Monday for four-plus years without missing a week. Covers Bitcoin, Ethereum, Elliott Wave, macro context, and altcoin rotation.
On-chain and alt-sector analyst. Creator of the Bitcoin Barometer, the Ethereum Barometer, the Alt Sector Radar, and the ETH Rotation Index. Covers holder behaviour, exchange flows, miner economics, and the on-chain signals that map to cycle phases, across both Bitcoin and Ethereum.
Cycle timing and live calls. Everything in Lite plus the active research layer -- Oz Updates and the full analysis feed. Available annually or monthly.
The full operating system for professionals. One-time payment, no renewals. Built for investors who want to understand the framework deeply, not just follow it.
The Markets Unplugged publishes market analysis and educational content for informational purposes only. Nothing on this site constitutes financial advice, a solicitation to buy or sell, or a guaranteed outcome. Crypto assets are volatile. Always do your own research before making investment decisions.