"[Bitcoin has] proven that we're now a $2 trillion asset. The next move is $3 trillion. And if we go through another 12 months of sideways, the next stop is $4 trillion."
Bitcoin at $110k+ and people are still bearish? In this episode of THE Bitcoin Podcast, Walker America sits down with on-chain and macro Bitcoin analyst James Check (Checkmate) to unpack why vibes feel weird despite a roaring market. From “chop-solidation” (boring sideways that sets up face-melting moves) to how ETF flows, IBIT options, MSTR, and OG whale supply actually work, Checkmate explains why massive demand can hide in plain sight—and why DCA + patience still beats most “clever” trades. They also discuss Bitcoin Treasury Companies, MNAV premiums, why most “proxy plays” behave like levered, timing-sensitive trades, and why just owning spot BTC usually wins.
CHECKMATE’S LINKS:
Nostr: https://primal.net/p/npub1qh5sal68c8swet6ut0w5evjmj6vnw29x3k967h7atn45unzjyeyq6ceh9r
Web: https://www.checkonchain.com
If you enjoy THE Bitcoin Podcast you can help support the show by doing the following:
FOLLOW ME (Walker) on @WalkerAmerica on X | @TitcoinPodcast on X | Nostr Personal (walker) | Nostr Podcast (Titcoin) | Instagram
Subscribe to THE Bitcoin Podcast (and leave a review) on Fountain | YouTube | Spotify | Rumble | EVERYWHERE ELSE
*****
THE Bitcoin Podcast Partners:
> http://bitbox.swiss/walker -- use promo code WALKER for 5% off the Bitcoin-only Bitbox02 hardware wallet.
> GET FOLD ($10 in bitcoin): https://use.foldapp.com/r/WALKER
