Checkonchain Bitcoin Newsletter

Checkonchain Bitcoin Newsletter

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Retesting The Underside
Bitcoin is retesting the underside of the Short-Term Holder cost basis, which is a critical level to reclaim, but also where we can expect significant…
 • 
James Check (Checkmatey)
20
Gold's Tremendous Rally
Gold is experiencing a face ripping bull market, leaving every other asset in the dust this year. With the OG sound money asset exploding higher, sends…
 • 
James Check (Checkmatey)
30
Hanging In There
The world is still working its way through the implications of a shifting global trade system, and despite Bitcoin being down from the ATH, it is still…
 • 
James Check (Checkmatey)
23
We Know What We Own
There is something very special about Bitcoin, and breaking the conviction of HODLers is no easy feat. There is a measurable threshold of pain they can…
 • 
James Check (Checkmatey)
12
There Is No Undo Button
The two economic apex predators are going head to head in a game of chess, and eight moves later, the board will be an entirely different place.
 • 
James Check (Checkmatey)
28
Top of the Chop
Bitcoin has now fully retraced the infamous ‘air-pocket’, with prices returning to $75k, as the world recoils from the US implementation of trade…
 • 
James Check (Checkmatey)
16
Tariff Tantrum
Keeping with the theme of 2025, the Trump administration's Liberation day has created a load of downside volatility, shaking up equities, bonds and…
 • 
James Check (Checkmatey)
23

March 2025

A Low Liquidity Environment
Bitcoin is the ultimate gauge for liquidity, and right now, liquidity appears to getting pulled out of the Bitcoin market. The HODLer response however…
 • 
James Check (Checkmatey)
12
Masterclass: Understanding Long & Short-Term Holders
The Long and Short-Term Holder cohorts are some of the most powerful tools we have in onchain analysis, and this masterclass breaks down how I think…
 • 
James Check (Checkmatey)
14
[Recording] Orange Member Call - March 2025
Watch the latest Orange Member Call, recorded on 27 March 2025.
 • 
James Check (Checkmatey)
 and 
Alec from Checkonchain
Orange Monthly Report: Corrections & Capital Unwinds
Spot Bitcoin markets continue to face headwinds, as trade volumes compress, and upside momentum wanes. Strangely, derivatives leverage is building…
 • 
James Check (Checkmatey)
Is This Bounce THE Bounce?...
...Or just another head-fake?
 • 
James Check (Checkmatey)
7
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