_Checkmate 🟠🔑⚡☢️🛢️
49.8K posts
@_Checkmatey_
Helping navigate #Bitcoin's volatility Newsletter https://t.co/omfQHUqMjb Onchain Analyst @_checkonchain Charting Suite https://t.co/5DH6Z9lWT1
Why do people always buy the top and sell the bottom? @_Checkmatey_ is one of the best on-chain analysts in Bitcoin and is here to explain. This new episode is about where we are in the cycle, what the data says about investor behavior, and why the crowd always times it wrong. TIMESTAMPS: 00:00 What is on-chain analysis and why it matters 2:57 Spent vs. unspent Bitcoin: the framework everyone should know 7:12 Long-term vs. short-term holders: who's actually moving the market 10:39 Bulls' last stand at $95K? What the data showed 14:49 Why the 2025 bull run stalled -- the real story 20:04 Unrealized losses...how scared should we be? 26:08 Is the Bitcoin bottom in? James gives his read 32:29 How James became one of Bitcoin's best analysts 35:33 Quantum computing and Bitcoin -- threat or hype? 39:19 The 118x Bitcoin multiplier myth busted 42:30 Retail vs. institutional buyers: who's winning right now
Why do people always buy the top and sell the bottom? @_Checkmatey_ is one of the best on-chain analysts in Bitcoin and is here to explain. This new episode is about where we are in the cycle, what the data says about investor behavior, and why the crowd always times it wrong. TIMESTAMPS: 00:00 What is on-chain analysis and why it matters 2:57 Spent vs. unspent Bitcoin: the framework everyone should know 7:12 Long-term vs. short-term holders: who's actually moving the market 10:39 Bulls' last stand at $95K? What the data showed 14:49 Why the 2025 bull run stalled -- the real story 20:04 Unrealized losses...how scared should we be? 26:08 Is the Bitcoin bottom in? James gives his read 32:29 How James became one of Bitcoin's best analysts 35:33 Quantum computing and Bitcoin -- threat or hype? 39:19 The 118x Bitcoin multiplier myth busted 42:30 Retail vs. institutional buyers: who's winning right now
Super fun conversation with @natbrunell all about Bitcoin, onchain data, and my current thinking about the Bitcoin bear market. We even explore my 101 framework for how I think about onchain data, which I use to identify which tools are appropriate for which problem to solve.
