Checkonchain Bitcoin Newsletter

Checkonchain Bitcoin Newsletter

Home
Market Updates
Free Preview
Charts
Analysis Masterclass
Checkonchain Orange
Podcast
About

Market Updates

Macro & Liquidity Update with The Bitcoin Layer
Bitcoin is highly sensitive to global macro and liquidity conditions, and today we're pleased to collaborate with our friends at the Bitcoin Layer to…
 • 
James Check (Checkmatey)
, 
Nik Bhatia
, and 
Augustine Carrasco
3
Wen Top?
"How to spot Bitcoin cycle tops?" is by far the most popular question I receive as an analyst. Whilst we cannot predict the future, we can model where…
 • 
James Check (Checkmatey)
26
Time-In-The-Market
If there was ever a time for the 4yr Bitcoin halving cycle to break, this market environment is likely it. Given we're less than 30-days from the danger…
 • 
James Check (Checkmatey)
56
Bitcoin Damage Report
Bitcoin has crashed once again to *checks notes* $113k, being the first pull-back since breaking to new ATHs. In today's report, we inspect the damage…
 • 
James Check (Checkmatey)
27
Absorbing Billions On A Weekend
The Bitcoin market just absorbed the sale of eighty thousand BTC on a weekend, and the market barely flinched. If this doesn't send a signal for how…
 • 
James Check (Checkmatey)
29
The Treasury Company Correction
Bitcoin continues consolidating in what looks like a high and tight bull flag, yet many Treasury Company stocks have taken a punch, with some trading…
 • 
James Check (Checkmatey)
30
But...Bitcoin's Too Volatile!?
Bitcoin is too volatile to be useful, and that's why I don't buy it! This is one of the biggest hangups people have with Bitcoin, but when we run the…
 • 
James Check (Checkmatey)
24
One Trillion Dollars
Today marks a very special day in the world of onchain analysis, in that the Realised Cap has just crossed the $1 Trillion threshold. The least I can do…
 • 
James Check (Checkmatey)
33
Masterclass #19: Spotting Cycle Extremes
There are many ways we can identify overheated, or oversold Bitcoin markets, but every tool comes with a bag of nuance and jargon. Today I introduce a…
 • 
James Check (Checkmatey)
26
A Very Quiet All-Time-High...
Perhaps a bit too quiet...
 • 
James Check (Checkmatey)
43
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)
23
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…
 • 
James Check (Checkmatey)
42
© 2025 Checkonchain
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture