🟠 Orange Monthly Report

🟠 Orange Telegram Group is Live

Details inside to get access to the Checkonchain Orange Member group.

Sep 3 •

James Check (Checkmatey)

and

Alec from Checkonchain

🟠 Call Recording & Telegram Poll

Watch the latest Member Call, recorded today. Also includes a poll about a potential Orange Member Telegram group.

Aug 29 •

James Check (Checkmatey)

and

Alec from Checkonchain

🟠 Monthly Report: Bitcoin Cycle Situation Report

The Bitcoin bull has hit a softer demand patch, and weaker momentum, so it's the right time for a deep dive into the structural health of the bull, and…

Aug 27 •

James Check (Checkmatey)

[Recording] Orange Monthly Call - July 2025

Watch the latest Orange Member Call, recorded on 31 July.

Aug 1 •

James Check (Checkmatey)

and

Alec from Checkonchain

🟠 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 …

Jul 31 •

James Check (Checkmatey)

[Recording] Orange Monthly Call - June 2025

Watch the latest Orange Member Call, recorded on 27 June 2025.

Jun 27 •

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…

Jun 26 •

James Check (Checkmatey)

[Recording] Orange Monthly Call - May 2025

Watch the latest Orange Monthly Call, recorded on 29 May 2025.

May 30 •

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…

May 29 •

James Check (Checkmatey)

[Recording] Orange Member Call - April 2025

Watch the latest Orange Member Call, recorded on 1st May 2025.

May 2 •

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…

May 1 •

James Check (Checkmatey)

[Recording] Orange Member Call - March 2025

Watch the latest Orange Member Call, recorded on 27 March 2025.

Mar 28 •

James Check (Checkmatey)

and

Alec from Checkonchain

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