Checkonchain Bitcoin Newsletter

Checkonchain Bitcoin Newsletter

Fourth Turning Days

The world currently finds itself in a bit of a geopolitical pickle, with a deteriorating and very unfortunate situation unfolding in the Middle East, and oil prices sending a clear warning signal.

James Check (Checkmatey)'s avatar
James Check (Checkmatey)
Mar 09, 2026
∙ Paid

G’day Folks,

We live in interesting times, don’t we?

If you’re a macro-enthusiast like me, you have probably been glued to the screens trying to get your head around what is going on in the Middle East, and the knock on consequences of it.

We’re living through a very serious, and very real geopolitical game of chess, in which the opening position has developed over several decades. The opening moves have been played, and there is no shortage of tension in the position...

…ten moves later, and the board will be a completely different place, and one player generally has a very clear advantage.

Today’s piece is going to be a collection of my current thoughts regarding the unfolding situation, and an assessment of the potential impact it has on my prevailing Bitcoin thesis.

We live in uncertain times, and we must constantly adapt as new information comes to light.

Let’s get straight into it.


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