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Flash Update: BTC Breaks $70k
In this flash market update, we explore BTC's rally above $70k from an onchain and derivatives perspective.
Mar 4
•
James Check (Checkmatey)
48
11
2
Recent posts
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Are The ETFs Still Extraordinary?
The Bitcoin ETFs have seen $11.3 Billion in outflows, the average investor is down -20%, and 3-out-of-4 inflows occurred at higher prices...Don't even…
Mar 4
•
James Check (Checkmatey)
40
13
1
Slaying The Bear
Today's analysis will lay out a set of ideas that describe what the end of a Bitcoin bear market looks like, and the tools I track for assessing when…
Mar 2
•
James Check (Checkmatey)
65
12
3
🟠[Recording] Orange Member Call - Feb '26
Watch the Feb '26 Orange Member Call here
Feb 26
•
James Check (Checkmatey)
3
1
🎥 February Subscriber Q&A
We had a great rip this week, covering: Derivatives vs 21M, MSTR downside, gold parity timing, Chopsolidation risk, STRC considerations, and how to take…
Feb 26
•
James Check (Checkmatey)
39
10
3
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Masterclass
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Masterclass #21: Wen Top?
"How to spot Bitcoin cycle tops?" is by far the most popular question I receive as an analyst. Whilst we cannot predict the future, we can model where…
Aug 11, 2025
•
James Check (Checkmatey)
77
31
4
Masterclass #19: Spotting Cycle Extremes
There are many ways we can identify overheated, or oversold Bitcoin markets, but every tool comes with a bag of nuance and jargon. Today I introduce a…
Jul 17, 2025
•
James Check (Checkmatey)
79
26
2
How NOT to Buy Tops
Markets tend to favour those who can exercise contrarian thinking, by acting in the opposite direction of the herd. Today, we explore how I avoid buying…
May 20, 2025
•
James Check (Checkmatey)
70
23
6
Masterclass #17: Exchanges Are Running Out of Coins!
The exchanges are always just one day away from running out of Bitcoin, and the supply squeeze that follows with be epic...right? Today we tackle this…
Apr 28, 2025
•
James Check (Checkmatey)
48
23
5
🟠 Orange Monthly Report
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🟠[Recording] Orange Member Call - Feb '26
Watch the Feb '26 Orange Member Call here
Feb 26
•
James Check (Checkmatey)
3
1
🟠 Orange Monthly: The Anatomy Of A Bear
This month's Orange report explores the incentives and actions we see play out among investors during late-stage bear markets. We're modelling how…
Feb 26
•
James Check (Checkmatey)
17
3
🟠🎥 Recording - Orange Member Call - Jan '26
Watch the Jan '26 Orange Member Call recording now.
Jan 30
•
James Check (Checkmatey)
5
3
🟠 Orange Monthly: Mooning Metals, Embattled Bitcoin
Precious metals are flying, and Bitcoin is battling. 2026 has already shown that it will be a year of great change in the financial system, & we're…
Jan 29
•
James Check (Checkmatey)
8
3
Q&A
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🎥 February Subscriber Q&A
We had a great rip this week, covering: Derivatives vs 21M, MSTR downside, gold parity timing, Chopsolidation risk, STRC considerations, and how to take…
Feb 26
•
James Check (Checkmatey)
39
10
3
February Q&A - Ask Your Question Here
Ask or upvote questions about Bitcoin, market structure, onchain analysis, and any other themes on your mind.
Feb 25
•
James Check (Checkmatey)
and
Alec from Checkonchain
19
1
1
November Subscriber Q&A - Video Recording
We had a great rip this week, covering: Timing the bottom, 2026 outlook, and why the bear market consensus might be "too convenient".
Nov 27, 2025
•
James Check (Checkmatey)
41
8
1
Q&A + What Bitcoin Did Podcast
Ask or upvote questions about the Bitcoin market, and check out James and Alec on the latest What Bitcoin Did Podcast episode!
Nov 25, 2025
•
James Check (Checkmatey)
and
Alec from Checkonchain
23
5
1
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