Checkonchain Bitcoin Newsletter

Checkonchain Bitcoin Newsletter

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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…
 • 
James Check (Checkmatey)
26
Time-In-The-Market
If there was ever a time for the 4yr Bitcoin halving cycle to break, this market environment is likely it. Given we're less than 30-days from the danger…
 • 
James Check (Checkmatey)
56
Bitcoin Damage Report
Bitcoin has crashed once again to *checks notes* $113k, being the first pull-back since breaking to new ATHs. In today's report, we inspect the damage…
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James Check (Checkmatey)
27
[Recording] Orange Monthly Call - July 2025
Watch the latest Orange Member Call, recorded on 31 July.
 • 
James Check (Checkmatey)
 and 
Alec from Checkonchain
3

July 2025

Subscriber Q&A - July 2025
Your top questions answered: from current market cycle outlook, identifying tops/bottoms and MSTR to James' onchain analysis routine and top chess…
 • 
James Check (Checkmatey)
 and 
Alec from Checkonchain
21
1:08:08
🟠 Orange Monthly Report: Financial Alchemy
Bitcoin Treasury Companies are experimenting with financial alchemy, and we require an updated framework to properly think through the sustainability …
 • 
James Check (Checkmatey)
July Q&A - Ask Your Question Here
Ask or upvote questions about Bitcoin, market structure, onchain analysis, and any other themes on your mind.
 • 
James Check (Checkmatey)
 and 
Alec from Checkonchain
5
Absorbing Billions On A Weekend
The Bitcoin market just absorbed the sale of eighty thousand BTC on a weekend, and the market barely flinched. If this doesn't send a signal for how…
 • 
James Check (Checkmatey)
29
The Treasury Company Correction
Bitcoin continues consolidating in what looks like a high and tight bull flag, yet many Treasury Company stocks have taken a punch, with some trading…
 • 
James Check (Checkmatey)
30
But...Bitcoin's Too Volatile!?
Bitcoin is too volatile to be useful, and that's why I don't buy it! This is one of the biggest hangups people have with Bitcoin, but when we run the…
 • 
James Check (Checkmatey)
24
One Trillion Dollars
Today marks a very special day in the world of onchain analysis, in that the Realised Cap has just crossed the $1 Trillion threshold. The least I can do…
 • 
James Check (Checkmatey)
33
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…
 • 
James Check (Checkmatey)
26
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