Checkonchain Bitcoin Newsletter

Checkonchain Bitcoin Newsletter

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A Very Quiet All-Time-High...
Perhaps a bit too quiet...
 • 
James Check (Checkmatey)
24
Chop Chop
The Bitcoin price has now chopped sideways for yet another two months, and is threatening a move back to new ATHs, and into price discovery. Something…
 • 
James Check (Checkmatey)
22
Eighty Thousand Ancient Bitcoin
Imagine what it must be like to HODL 80k BTC since 2011. Well, a set of ancient wallets from a time when Bitcoin traded for less than $1 just…
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James Check (Checkmatey)
40
Hitting Their Stride
It feels like Bitcoin is on the cusp of a major break-out higher. Not only is BTC a stones throw off fresh ATHs, but Strategy's preferred stocks just…
 • 
James Check (Checkmatey)
26

June 2025

Peak HODL
There are a handful of points in every cycle, where supply really constricts, and HODLers tighten their grip, forcing the price to move higher. This is…
 • 
James Check (Checkmatey)
30
Subscriber Q&A - June 2025
For this month's Q&A, we explore price topping models, our thoughts on MSTR and Treasury Companies, and how we're personally planning to execute our…
 • 
James Check (Checkmatey)
 and 
Alec from Checkonchain
23
[Recording] Orange Monthly Call - June 2025
Watch the latest Orange Member Call, recorded on 27 June 2025.
 • 
James Check (Checkmatey)
 and 
Alec from Checkonchain
🟠 Orange Monthly Report: The Return Of Leverage
The underlying structure of the Bitcoin market is changing. Spot bids are now dominated by passive ETF flows and Treasury Companies, whilst leverage is…
 • 
James Check (Checkmatey)
June Q&A - Ask Your Question Here
Your chance to ask James questions about Bitcoin, market structure, onchain analysis, or any other themes on your mind.
 • 
James Check (Checkmatey)
 and 
Alec from Checkonchain
4
Down To Go Up
Whenever Bitcoin prints a series of red candles, I deploy this framework to gauge whether it is a run-of-the-mill correction, or a transition into a…
 • 
James Check (Checkmatey)
10
Imagine Being Short...
Bitcoin has fallen asleep again at a price of $105k. We have seen this environment before...and Bitcoin either becomes a $105k stablecoin, or the fire…
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James Check (Checkmatey)
36
Same Same...But Different
Today is a deep dive into the last three Bitcoin cycles, to demonstrate just how similar they all are...and yet simultaneously showing how wildly…
 • 
James Check (Checkmatey)
18
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