_Checkmate 🟠🔑⚡☢️🛢️

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_Checkmate 🟠🔑⚡☢️🛢️

_Checkmate 🟠🔑⚡☢️🛢️

@_Checkmatey_

Helping navigate #Bitcoin's volatility Newsletter https://t.co/omfQHUqMjb Onchain Analyst @_checkonchain Charting Suite https://t.co/5DH6Z9lWT1

UTXO Katılım Ocak 2018
1.4K Takip Edilen130.8K Takipçiler
SW
SW@ShiriW112140·
@_Checkmatey_ @_checkonchain I’m hoping you’re right and anyway, subscription has so far been money well spent 👌🏻
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taa.sarım
taa.sarım@asimakdogan·
@_Checkmatey_ @_checkonchain hello. I love your site. I visit many pages every day. It's great that it's free. Many thanks to the entire team. I'm sorry to take up your time, but I'm sending this message because your email address isn't working. ++
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Harshid Arora
Harshid Arora@HarshidArora·
@_Checkmatey_ is there a bear’s last stand just like there was a bull’s last stand? I loved your retaking wall analogy. If there is, is it also at 80k? I’ve seen BTC rejected there or thereabouts multiple times recently.
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Pledditor
Pledditor@Pledditor·
I'm not accusing @Saylor of anything, but when you purchase nearly ~3% of the BTC supply over the span of 1.5 years, and you don't move the BTC price, a reasonable person would be asking to see those proof of reserves. x.com/i/grok/share/c…
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Luke ₿
Luke ₿@LukeDavisgrey·
@_Checkmatey_ @unchained You been calling it from the start how the next bear might confuse people. Seems to be the case Hahha
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_Checkmate 🟠🔑⚡☢️🛢️ retweetledi
_Checkmate 🟠🔑⚡☢️🛢️
Last week, partnering with @unchained, I published my consolidated bear market thesis in the second edition of The Bitcoin Checkpoint. I break down why today's bear is unlikely to hit the same historical metric thresholds many analysts are looking at. tinyurl.com/btc-checkpoint…
_Checkmate 🟠🔑⚡☢️🛢️ tweet media
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Tanner
Tanner@Tanner35794102·
@_Checkmatey_ @joao_wedson BTC supply in loss structure looks a lot more like 2022 than any other analogue to me. What other comparison do you have that more apt than July/Aug '22 @_Checkmatey_ ? I'd be interested to hear a critique of this as aSOPR structure also confluent with Aug '22
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Joao Wedson
Joao Wedson@joao_wedson·
Long-Term Holder Supply in Loss is close to reaching the same level seen at Bitcoin’s 2018 price bottom. However, a significant further price drop and more loss realization by these investors are still needed to reach the same loss level seen in 2022. If Long-Term Holder conviction weakens in 2026, an early price bottom is likely to occur. But if they remain confident and do not move their BTC, the price will probably need to fall further for supply to become deeply underwater. @Alphractal
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_Checkmate 🟠🔑⚡☢️🛢️ retweetledi
Rob Hamilton
Rob Hamilton@Rob1Ham·
Fun fact: secp256k1, the curve which secures all bitcoin, was NOT a NIST curve. @halfin points this out in a 2011 bitcoin talk post. NIST is part of the government, why would any threat actor in bitcoin take them at their word about how to do cryptography?
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Hash Guru ⭐️🌙@hashamadeus

@intangiblecoins @reardencode @jamesob @cryptoquick @apruden08 Remarkable wilfull ignorance to the risk of theft while NIST and all serious organizations are doing risk CRQC threat mitigation. Hunter has the right framing.

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Murch
Murch@murchandamus·
I was a bit concerned about quantum for a moment, but the supposed expert quantum doomers demonstrating extreme lack of technical acumen at the top of my feed every time I open Twitter is making it hard to take it serious at all. When you’re in a hole, maybe stop digging?
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_Checkmate 🟠🔑⚡☢️🛢️
In short, you're right to think we would go to the Realised Price. However, you're incorrect in that your understanding of what the Realised price actually is, is flawed. If you actually want to understand why, chapter 6 is for you, specifically on the True Market Mean. charts.checkonchain.com/webassets/docs…
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_Checkmate 🟠🔑⚡☢️🛢️
Realised Price is affected by lost coins. The bigger Bitcoin gets, the more unrealised profits are held in coins which never spend. To hit 'break-even', unrealised losses of an equivalent magnitude must be held by top buyers, who do capitulate and crystalise those losses. The Realised price drifts away from reality as Bitcoin grows. The True Market Mean ($78k) is the level you're actually thinking of.
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