Subscribe
Sign in
Home
Start Here
Market Updates
Orange Plan
The Bitcoin Checkpoint
Charts
Masterclass
Podcast
About
Market Updates
Latest
Top
Discussions
Where Is The Bottom Of This Bear?
It's the question everyone wants to know, but nobody knows for sure. We can however bound the problem using probabilities, and pain thresholds where…
13 hrs ago
•
James Check (Checkmatey)
32
11
2
Flash Market Update: Back In The 80's
Bitcoin is back in the 80's, a tonne of longs were liquidated (again), and the infamous supply air-pocket between $70k and $81k still stands out like a…
Jan 21
•
James Check (Checkmatey)
46
8
3
Stretch Target
Strategy’s preferred stock STRC just hit $100 for the second time, but this time feels different, and I think it’ quite likely Strategy’s Bitcoin…
Jan 19
•
James Check (Checkmatey)
39
14
2
The Redistribution
If bull markets end when too many people, buy too many coins, at too high of a price...wouldn't a bottom form when those same people capitulate to new…
Jan 15
•
James Check (Checkmatey)
53
12
3
Finding Fair Value
How can we value Bitcoin? What price models can we use to establish an estimate of 'fair value'? Today's analysis covers a suite of valuation models…
Jan 13
•
James Check (Checkmatey)
47
12
3
My Strategy Strategy
The wider Treasury Company complex has never convinced me of its longevity. Strategy is different however, and I've been building a position in this…
Jan 8
•
James Check (Checkmatey)
46
32
3
A Green Open To 2026
Bitcoin has kicked off the new year with a rally back to $93k, squeezing shorts, & supported by a move closer to a healthy spot driven market. Will it…
Jan 5
61
11
4
Setting Expectations For 2026
As we come to the close of 2025, I have spent time consolidating my thoughts and expectations for the new year, and this post looks how I see the macro…
Dec 31, 2025
•
James Check (Checkmatey)
101
32
2
End of 2025 Letter: Year of The Doji
The Bitcoin price in 2025 has traded within a $51,720 price range, spans a market cap change of $1.032 Trillion, and yet looks set to close the year…
Dec 22, 2025
•
James Check (Checkmatey)
74
22
2
Insider Selling & Liquidity Update (with The Bitcoin Layer)
Bitcoin twitter has found yet another narrative to explain why the Bitcoin price isn’t higher, and this time they are placing the blame on covered call…
Dec 18, 2025
•
James Check (Checkmatey)
,
Nik Bhatia
, and
Augustine Carrasco
48
10
2
System Stress
The overall Bitcoin market is currently experiencing the highest degree of stress in the cycle so far. Investors are holding losses, hashrate is…
Dec 15, 2025
•
James Check (Checkmatey)
63
13
4
Flagging Out
Bitcoin keeps trying to grind higher, but is yet to achieve any serious lift-off the bottom. The concern is this price action is starting to resemble a…
Dec 11, 2025
60
18
3
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
