Checkonchain Bitcoin Newsletter

Checkonchain Bitcoin Newsletter

🎥 April Subscriber Q&A is live

STRC risk, AI vs BTC, mining's future, Power Law, profit-taking, and the digital gold narrative - your questions answered.

James Check (Checkmatey)'s avatar
Alec from Checkonchain's avatar
James Check (Checkmatey) and Alec from Checkonchain
May 01, 2026
∙ Paid

G’day Folks,

Thank you once again for another amazing batch of questions this month!

In this ~1hr Q&A session, we tackled a wide range of Bitcoin, macro, mining, AI, and market cycle questions, including:

  • Does STRC introduce systemic risk to Bitcoin?

  • Is MSTY still worth holding after the reverse split?

  • Can BTC compete with AI for capital?

  • The future of mining as miners pivot to AI

  • What signals mark the end of the bear market?

  • Diminishing returns and next cycle ATH targets

  • How useful is the Bitcoin Power Law?

  • What % of net worth should be in BTC?

  • Taking profits next cycle with more conviction

  • Has Bitcoin lost the digital gold narrative?

  • BTC’s role in the AI agent era

  • Does Bitcoin need a new narrative?

  • Adding ETH to your portfolio - worth it?

We hope you enjoy the session,
James & Alec


Premium Members will find the full Q&A video below in this post (~1hr). Consider upgrading to premium today to unlock the content!


New Release Reminder: The Bitcoin Checkpoint Report #2

The Checkonchain team is proud to launch the 2nd edition of The Bitcoin Checkpoint report, in partnership with our friends over at Unchained.

In this 30+ page report, we breakdown of Bitcoin’s 2025–26 bear market, using a wide range of data-sets across spot, onchain, ETF, and derivatives markets.

Get The Report Here

Know someone who might like the report? Here’s the link to share: https://tinyurl.com/btc-checkpoint-2.

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