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🟠 Orange Monthly Report

[Recording] Orange Monthly Call - July 2025
Watch the latest Orange Member Call, recorded on 31 July.
 • 
James Check (Checkmatey)
 and 
Alec from Checkonchain
3
🟠 Orange Monthly Report: Financial Alchemy
Bitcoin Treasury Companies are experimenting with financial alchemy, and we require an updated framework to properly think through the sustainability …
 • 
James Check (Checkmatey)
[Recording] Orange Monthly Call - June 2025
Watch the latest Orange Member Call, recorded on 27 June 2025.
 • 
James Check (Checkmatey)
 and 
Alec from Checkonchain
🟠 Orange Monthly Report: The Return Of Leverage
The underlying structure of the Bitcoin market is changing. Spot bids are now dominated by passive ETF flows and Treasury Companies, whilst leverage is…
 • 
James Check (Checkmatey)
[Recording] Orange Monthly Call - May 2025
Watch the latest Orange Monthly Call, recorded on 29 May 2025.
 • 
James Check (Checkmatey)
 and 
Alec from Checkonchain
Orange Monthly Report: Bitcoin On The Balance Sheet
Corporations putting Bitcoin on the balance sheet is now a major trend, and this month, I analyse the relative value of Bitcoin Treasury Companies, and…
 • 
James Check (Checkmatey)
2
[Recording] Orange Member Call - April 2025
Watch the latest Orange Member Call, recorded on 1st May 2025.
 • 
James Check (Checkmatey)
 and 
Alec from Checkonchain
Orange Monthly Report: Making Macro Great Again
The rules of the global trade system are up for debate, and we're watching the largest re-wiring of the economic order since leaving the gold standard…
 • 
James Check (Checkmatey)
3
[Recording] Orange Member Call - March 2025
Watch the latest Orange Member Call, recorded on 27 March 2025.
 • 
James Check (Checkmatey)
 and 
Alec from Checkonchain
Orange Monthly Report: Corrections & Capital Unwinds
Spot Bitcoin markets continue to face headwinds, as trade volumes compress, and upside momentum wanes. Strangely, derivatives leverage is building…
 • 
James Check (Checkmatey)
[Recording] Orange Member Call - February 2025
Watch the latest Orange Member Call, recorded on 28 Feb 202.
 • 
James Check (Checkmatey)
 and 
Alec from Checkonchain
Orange Monthly Report: Serious Capital & Serious Size
The Bitcoin market has entered the next wave of momentum, with a swing down to $86k, despite significant evidence that very serious capital has…
 • 
James Check (Checkmatey)
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