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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_
4.7
246246 ratings
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_
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