Why This Bitcoin Bull Market Is Different | Checkmate

Why This Bitcoin Bull Market Is Different | Checkmate

Checkmate breaks down Bitcoin's market structure, why treasury companies are flooding in, and whether the four-year cycle has finally broken.

We get into how institutional money is reshaping on-chain dynamics, why long-term holders are behaving differently this cycle, and what the recent 80,000 BTC move signals about dormant supply.

Checkmate also explains the risks and opportunities of corporate treasury plays, premium-to-NAV dynamics, and how the rest of this bull market could play out.

In this episode:

- Treasury company dynamics

- Why Bitcoin’s drawdowns are structurally different this cycle

- The rise of institutional-sized transactions and empty mempools

- What the 80,000 BTC sale tells us about long-dormant coins

- The quantum debate

THANKS TO OUR SPONSORS:

IREN

RIVER

ANCHORWATCH

BLOCKWARE

LEDN

BITKEY

Follow:

Danny Knowles: https://x.com/_DannyKnowles or https://primal.net/danny

Checkmate: https://x.com/_Checkmatey_

Denne episoden er hentet fra en åpen RSS-feed og er ikke publisert av Podme. Den kan derfor inneholde annonser.

Episoder(210)

The Biggest Lie in Economics | Peter St Onge

The Biggest Lie in Economics | Peter St Onge

“You don’t need inflation for anything whatsoever. It’s essentially a counterfeiting cartel.” Peter St Onge returns to discuss why he believes 2% inflation is a scam, how central banks transfer wea...

24 Sep 1h 11min

Capitalism Is Dead: The Rise of the AI Surveillance State | Erik Cason

Capitalism Is Dead: The Rise of the AI Surveillance State | Erik Cason

“I think the primary product that they’re the most interested in selling is AI psychosis.” Erik Cason returns to discuss why he believes American capitalism has already ended, how AI could accelera...

22 Sep 1h 11min

AI Came for Bitcoin First | Jameson Lopp

AI Came for Bitcoin First | Jameson Lopp

"The rest of the world, of course, should always have been paying attention to Bitcoin, but they should be paying attention to it for a very different set of reasons now because they’re next.” Jameson...

15 Sep 1h 15min

Can AI Actually Grow America Out of Its Debt? | Jeff Ross

Can AI Actually Grow America Out of Its Debt? | Jeff Ross

“I think AI is officially too big to fail.” Jeff Ross returns to discuss why he expects an AI-led manufacturing boom in the US and how rising productivity could help America grow its way out of deb...

11 Sep 1h 4min

The US Is Long-Term Insolvent | Lyn Alden

The US Is Long-Term Insolvent | Lyn Alden

“We don’t really have the tools to deal with fiscal-driven inflation.” Lyn Alden returns to discuss why the US is entering deeper fiscal dominance, what the Treasury’s recent buybacks signal, and w...

8 Sep 1h 15min

Bitcoin & the $40 Trillion Debt Reckoning | Nik Bhatia

Bitcoin & the $40 Trillion Debt Reckoning | Nik Bhatia

“There is a reckoning. There is a point at which something has to be addressed.” Nik Bhatia returns to get into America’s $40 trillion debt problem, why the real danger is the share of tax revenue ...

3 Sep 1h 9min

The Everything Rally Is About to Begin | Joe Carlasare

The Everything Rally Is About to Begin | Joe Carlasare

“You could have a massive cycle here this time around that will shock people.” — Joe Carlasare Joe Carlasare is a commercial litigator, Bitcoiner and author of Unconfiscatable. In this intervie...

1 Sep 1h 10min

Bitcoin Will Never Have Another 80% Crash | Eric Yakes

Bitcoin Will Never Have Another 80% Crash | Eric Yakes

“Everything’s structurally changed.” Eric Yakes is back on the show to explain why Bitcoin may never suffer another 80% crash, and why the recent 50% drawdown could prove that the four year cycle i...

27 Aug 1h 18min

Populært innen Business og økonomi

stopp-verden
dine-penger-pengeradet
e24-podden
rss-penger-polser-og-politikk
rss-borsmorgen-okonominyhetene
rss-pa-konto
rss-skravla-gar
pengepodden-2
lederpodden
tid-er-penger-en-podcast-med-peter-warren
stormkast-med-valebrokk-stordalen
pengesnakk
utbytte
livet-pa-veien-med-jan-erik-larssen
finansredaksjonen
morgenkaffen-med-finansavisen
rss-orjasater
liberal-halvtime
rss-markedspuls-2
rss-fa-makro