Checkmate

Checkmate, an on-chain and macro Bitcoin analyst known for supply and mean-reversion research, joins to unpack the $60k crash and whether it marked a market inflection. Short takes cover on on-chain signals, mean-reversion zones around $60–80k, ETF flows and capitulation metrics. He also discusses who sold, cycle timing, portfolio moves, and how bottoms form through multiple tests.

Join Joe Carlasare, a commercial litigator and macro expert, Checkmate, an on-chain analyst, and Matthew Pines, director at the Bitcoin Policy Institute, as they dissect the shifting landscape of Bitcoin and macroeconomics. They explore the demise of the four-year cycle and how ETFs are reshaping market volatility. The trio discusses gold’s resurgence amid central bank purchases and the implications for fiscal dominance on Fed independence. With insights on AI's impact on productivity and inequality, this conversation is a must-listen for crypto enthusiasts!

Checkmate, a renowned Bitcoin on-chain and macro analyst, joins to dissect the recent market chaos. He reveals how a staggering $20 billion in liquidations was triggered by cascading leverage and the exit of market makers. Discussing Bitcoin's strength, he argues it's becoming a key macro indicator despite short-term volatility. Checkmate explores the decline of altcoins, the emergence of new Bitcoin maximalists, and critical price levels that could dictate future market behavior. His insights highlight Bitcoin's resilience and evolving market dynamics.

Checkmate, a Bitcoin analyst and on-chain data expert who writes the Checkmate newsletter, explores Bitcoin's evolving market dynamics. He discusses why treasury companies are entering the scene and how institutional money is shifting on-chain behaviors. Checkmate highlights the implications of a recent 80,000 BTC sale on dormant assets and the distinct nature of drawdowns this cycle. He also delves into the impacts of quantum computing and corporate treasury strategies, giving insights into the future landscape of Bitcoin investment.

Checkmate, a Bitcoin analyst and co-founder of CheckOnChain, along with Alec Dejanovic, also a co-founder of CheckOnChain, dive into the intricacies of Bitcoin's current market dynamics. They discuss the massive sell-off by long-term holders and the absorption of that sell pressure by banks and sovereigns. Checkmate reveals that 70% of Bitcoin's cost basis sits above $85K, while the true market mean is at $82K. The conversation also touches on market psychology, historical bottom formations, and the implications of ETFs reshaping Bitcoin's landscape.

Join industry heavyweights as they dive into the cracks of the fiat system. Alex Thorn, a research head at Galaxy Digital, discusses how Bitcoin and gold are becoming essential reserve assets amid economic turmoil. Venture capitalist Preston Pysh shares insights on the potential of 'bit bonds.' Matthew Pines unpacks the U.S.–China trade dynamics, while Lawrence Lepard and James Lavish argue for a strategic Bitcoin Reserve. With guests blending expertise and engaging discussions, this session is a must-listen for crypto enthusiasts!

Checkmate, an on-chain analyst and founder of Checkonchain, discusses Bitcoin's recent surge past $100k. He reveals insights from on-chain data, highlighting who is buying and selling. Topics include the potential end of Bitcoin's market cycles and how macroeconomic factors, like gold's performance, might signal a longer bullish phase for Bitcoin. The conversation also dives into the OP_RETURN debate and its implications for the Bitcoin community, blending market psychology with the evolving cryptocurrency landscape.

Checkmate, an on-chain analyst and founder of Checkonchain, dives into the recent Bitcoin correction and what it means for investors. He analyzes how long-term holders impact market cycles and discusses the surprising effects of ETFs on Bitcoin’s liquidity. The conversation also highlights the macroeconomic forces that shape Bitcoin's price action, comparing its market dynamics to natural systems like earthquakes. Listeners gain insights into investor sentiment, market psychology, and the evolution of Bitcoin's cycles over time.

Checkmate, an on-chain and bitcoin analyst, discusses bitcoin's market structure, ETF inflows, basis trade, and market maturity. Topics include demand through limit orders, chop solidation, choppiness index, market dynamics, MVRV, SOPA, and market support in the crypto space.

On-chain analyst Checkmate discusses Bitcoin's correction and recovery, ETF inflows, basis trade, and market structure maturation. Insights on demand through limit orders, choppiness index, market trends, ETF influence, funding rates, risk-free rate impact, and market behaviors for Bitcoin trading.