Checkonchain Bitcoin Newsletter

Checkonchain Bitcoin Newsletter

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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
How NOT to Buy Tops
Markets tend to favour those who can exercise contrarian thinking, by acting in the opposite direction of the herd. Today, we explore how I avoid buying…
 • 
James Check (Checkmatey)
23
Masterclass #18: Understanding MSTR Yield Instruments
We have seen an explosion in new instruments associated with Strategy (MSTR), and today I want to explore my thoughts around the risks & opportunities…
 • 
James Check (Checkmatey)
41
Masterclass #17: Exchanges Are Running Out of Coins!
The exchanges are always just one day away from running out of Bitcoin, and the supply squeeze that follows with be epic...right? Today we tackle this…
 • 
James Check (Checkmatey)
23
Masterclass #16: Understanding Long & Short-Term Holders
The Long and Short-Term Holder cohorts are some of the most powerful tools we have in onchain analysis, and this masterclass breaks down how I think…
 • 
James Check (Checkmatey)
15
Masterclass #15: My Buy-The-Dip Checklist
Bitcoin price dips are inevitable, and folks who bought high invariably end up selling low. In this post, I walk through how Check the HODLer takes…
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James Check (Checkmatey)
22
Masterclass #14: The Law of Large Numbers
Bitcoin is growing up, and in order to run up to higher prices, we will necessarily require larger capital inflows...and the numbers are starting to get…
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James Check (Checkmatey)
28
Masterclass #13: Rethinking Bears
Bull markets author the bear that follows. With this as our guiding principle, let's explore how a modern Bitcoin bear may not look quite like those…
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James Check (Checkmatey)
29
Masterclass #20: A Moving Target (Onchain Pricing Models)
Many onchain derived pricing models are moving targets, driven by the dynamic flow of capital in and out of Bitcoin. Today I explore the underlying…
 • 
James Check (Checkmatey)
18
Masterclass #12: MicroStrategy & The Infinite Money Glitch
MicroStrategy is one of the best performing assets in the world right now, and this has caught many Bitcoiners (including myself) flat footed. Time to…
 • 
James Check (Checkmatey)
27
Masterclass #11: Paper Bitcoin - The Role of Derivatives
Plenty of folks like to claim derivatives are actively suppressing the Bitcoin price, and keeping it down. Too few are talking about the critical role…
 • 
James Check (Checkmatey)
20
Masterclass #10: Bull Market Onchain Primer
Rather than pretending I can predict the cycle top, I prefer to focus on investor behaviour, and spotting when the HODLers start selling the most coins…
 • 
James Check (Checkmatey)
29
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