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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
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James Check (Checkmatey)
55
12
2
February 2026
🟠[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
🟠 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
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
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James Check (Checkmatey)
and
Alec from Checkonchain
19
1
1
All Roads Lead To Chopsolidation
Bitcoin is threatening to leak lower once again, and is peering into the abyss at $64k...Is the market actually ready for another leg lower? Is the path…
Feb 23
•
James Check (Checkmatey)
67
18
3
Downside Target Practice
As the bears lower their price targets to $40k...$30k...$20k, we're going to assess how reasonable such levels are, and whether they make sense from a…
Feb 20
•
James Check (Checkmatey)
74
38
4
Q&A: Top-Heavy Markets, Air Pockets & What’s Next
James joined Nik from TBA for a live Q&A discussion on global liquidity, gold’s recent move, and Bitcoin’s role in the current monetary reordering.
Feb 19
•
Alec from Checkonchain
31
2
Insuring The Ashes
Futures traders went short, and options traders bought tonnes of downside put insurance when the price was $60k. They bought insurance on the ashes…
Feb 17
•
James Check (Checkmatey)
64
12
5
Time-Pain
Are we there yet?
Feb 13
•
James Check (Checkmatey)
71
29
6
What Bitcoin Did - Ep #1000
Watch now: James joins Danny for the 1000th episode of the What Bitcoin Did Podcast.
Feb 11
•
Alec from Checkonchain
36
9
4
Capitulation
What occurred on Friday last week is unmistakably a capitulation event as fear took over as the primary investor emotion. The question ahead, is whether…
Feb 10
•
James Check (Checkmatey)
95
23
6
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