Checkonchain Bitcoin Newsletter

Checkonchain Bitcoin Newsletter

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🟠 Orange Monthly: The Great Rotation
There is a great rotation of capital taking place in 2025, and the divergence between capital inflows, and the price going nowhere has never been wider.
 • 
James Check (Checkmatey)
October 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
Max Pain
Very rarely is max pain to the upside. Sometimes however, it can be. Today's piece explores the pain being felt by many call option sellers, who are…
 • 
James Check (Checkmatey)
11
Hanging On By A Thread
The Bitcoin bull market is hanging onto $108k like its life depends on it. Given the relatively heavy price action of late, I want to continue exploring…
 • 
James Check (Checkmatey)
52
Fresh Eyes
Last week, Check the Analyst laid out what he sees as a fairly robust bear case for Bitcoin. Check the HODLer now approaches the problem with a fresh…
 • 
James Check (Checkmatey)
35
On The Cusp
Momentum has slowed, sell-side remains heavy, & Bitcoin is yet to reclaim the Short-Term Holder cost basis. It is time to reassess the bear case, so we…
 • 
James Check (Checkmatey)
64
BTC Onchain, Macro & Liquidity Update (Live Stream Recording)
Watch the live session & Q&A with James Check and Nik from The Bitcoin Layer.
 • 
James Check (Checkmatey)
 and 
Alec from Checkonchain
As The Deleveraging Dust Settles with The Bitcoin Layer
We're back with another collaborative piece with our friends at The Bitcoin Layer. We analyse the aftermath of this weekend's deleveraging event, and…
 • 
James Check (Checkmatey)
, 
Augustine Carrasco
, and 
Nik Bhatia
11
Longs Carted Out
Wipe-out! Trump tweeted about tariffs with China, and markets have puked in a big way. The Bitcoin price is back within The HODLers Wall, and billions…
 • 
James Check (Checkmatey)
20
Add Another Trillion
Back in January, I argued the idea that Bitcoin may not have not seen sufficient capital inflows to justify a move to $150k. A lot has changed since…
 • 
James Check (Checkmatey)
19
On The Hook
Bitcoin tags a new ATH of $125.8k, supported by a massive influx of spot and ETF demand. The price is now above the largest IBIT options call wall, and…
 • 
James Check (Checkmatey)
29
The Bulls Are In Control
Bitcoin has broken above the $118k Point of Control, and it would appear that bulls have retaken the reigns of this market. To my eye, this looks like…
 • 
James Check (Checkmatey)
25
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