Subscriber Q&A - August 2025

Wen top? Where bottom? How do we monitor when the bull is rolling over? Just a sample of the questions we go through in this months Q&A discussion.

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Disclaimer: This article and video is general in nature, and is for informational, and entertainment purposes only, and it shall not be relied upon for any investment or financial decisions.

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G’day Folks,

Big thanks to everyone who asked and upvoted questions for our August Q&A. We had over 80 questions come through, and covered as many as possible in just over an hour long discussion.

Topics Covered in the Q&A:

• Exciting Personal news – an exciting life update from James, who will soon be welcoming a new Bitcoiner into the world.

• Exit strategies & tops – how to plan exits, DCA-out approaches, and reading on-chain data to distinguish local vs global tops.

• Bottoms & conviction – frameworks for spotting where bottoms may form, the divergence between Check the Hodler vs Analyst mindsets, and why long-term faith in Bitcoin remains intact.

• Investment approaches & key assets – lump sum vs DCA strategies, portfolio allocation across BTC, gold, and equities, plus a deep dive into MSTR, treasuries, and dilution.

• James’ thoughts on Ethereum, L1s and Treasury companies – Question whether tokenization, stablecoins, and real-world assets, actually generate underlying value for ETH and L1 tokens.

• Macro and M2 - Discussing the chart-crime when comparing M2 money supply top the Bitcoin price, and James’ essential macro dashboard (bonds, oil, DXY, gold), and podcast list (Macro voices, Grant Williams Podcast, Thoughtful Money, Monetary Matters and The Market Huddle).

• We even have a behind the scenes photo of where all the Checkonchain analysis proof-of-work is mined.

We hope you enjoy the conversation, and thanks again for a great set of questions once again!

Thanks for watching,

James & Alec