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Selling Satoshi's Stack
As the quantum debate heats up over the freezing of vulnerable coins, I wanted to better understand how significant the market impact may be if a CRQC…
10 hrs ago
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James Check (Checkmatey)
22
4
3
Counting Chickens
We're so back...but not just yet...
Apr 20
•
James Check (Checkmatey)
68
15
3
Onchain & Macro Update with TBL (The Big Picture Ep. #2)
James and Nik are back to discuss the current macro, geopolitical, and Bitcoin onchain setup for markets, and how we see the current market structure…
Apr 16
•
James Check (Checkmatey)
63
9
3
1:05:50
Correcting CAGR
CAGR is a popular metric, which is used, and abused by both the bulls and the bears. One camp pitches moon-math, whilst the other blames the market for…
Apr 13
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James Check (Checkmatey)
59
17
Seller Exhaustion
Eventually, there are just no sellers left.
Apr 10
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James Check (Checkmatey)
66
7
2
The Convergence
The last chapter of a Bitcoin bear market is a very unique event from an onchain analysis perspective, as it forces us to flip the script, and think…
Apr 7
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James Check (Checkmatey)
74
9
3
🎥 March Subscriber Q&A
Mining costs, bear market recovery scenarios, quantum risk, geopolitical developments and whether it's a good time to stack gold - your questions…
Apr 2
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James Check (Checkmatey)
and
Alec from Checkonchain
32
6
Time Pain Usually Ends With A Bang
There are no shortage of headlines and catalysts to force a downwards repricing of risk assets in the weeks ahead. Today's study will be an analysis of…
Mar 30
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James Check (Checkmatey)
71
17
2
A Classic Bitcoin Market Update
We're long overdue a complete market update, and today we perform a broad overview of pricing models, mean reversion probabilities, and what spot…
Mar 26
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James Check (Checkmatey)
60
6
1
Devil's Advocate: Bear Market Edition
Today's piece will construct a steel-man case against my prevailing market thesis. I want to analyse the other side of the coin, in an effort to think…
Mar 23
•
James Check (Checkmatey)
58
33
1
The Big Picture: Macro & Onchain Update with TBL
In a new podcast format, James and Nik are back to discuss the current macro, geopolitical, and Bitcoin onchain setup for markets, and how we see the…
Mar 19
•
James Check (Checkmatey)
and
Nik Bhatia
37
7
3
Bitcoin Up, Everything Else Down?
For the last 6mths, Bitcoin was inversely correlated to everything...BTC sold off, but gold and equities hit fresh ATHs. This has recently flipped as…
Mar 16
•
James Check (Checkmatey)
72
20
5
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