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HODLed Coins Hit ATH & Macro Update with Nik Bhatia
Bitcoin has become a forgotten asset, top buyers are progressively bailing out at a loss, and dormant supply held by HODLers is back to all-time-highs.
11 hrs ago
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James Check (Checkmatey)
25
Recent posts
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Conviction Test
Bear markets are a gruelling process, and the majority simply do not have the conviction to see the end of the movie. The ones that do, are the ones we…
Jun 10
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James Check (Checkmatey)
72
15
1
The Perfect Buy
Today I address the age old debate, and compare the results of whether it is worth waiting to lump sum buy the bottom of a bear, or just DCA, seeking to…
Jun 5
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James Check (Checkmatey)
87
45
3
Red Waterfall
The red candles just keep coming...ladies and gentlemen, it is once again...so very over, and it is now time for the eulogy.
Jun 3
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James Check (Checkmatey)
82
22
1
Slaying The Sacred Cow
Saylor finally sold Bitcoin, and sends an important message in doing so. I also demonstrate the pain point where the residual equity value of MSTR is…
Jun 2
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James Check (Checkmatey)
58
17
2
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🟠Checkonchain Orange Reports
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🟠[Recording] Orange Call - May '26
Watch the May '26 Orange Member Call here
May 29
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James Check (Checkmatey)
3
🟠 Orange Monthly: The Time-Pain Capitulation
There's a chorus of bears out there, & they all have a very confident target, which is much lower than mine. In this month's Orange report, I challenge…
May 28
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James Check (Checkmatey)
12
2
🟠[Recording] Orange Call - April '26
Watch the April '26 Orange Member Call here
May 1
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James Check (Checkmatey)
5
1
🟠 Orange Monthly: Challenging My Base Case
There's a chorus of bears out there, & they all have a very confident target, which is much lower than mine. In this month's Orange report, I challenge…
Apr 30
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James Check (Checkmatey)
15
Masterclass
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Masterclass #21: Wen Top?
"How to spot Bitcoin cycle tops?" is by far the most popular question I receive as an analyst. Whilst we cannot predict the future, we can model where…
Aug 11, 2025
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James Check (Checkmatey)
77
31
4
Masterclass #19: Spotting Cycle Extremes
There are many ways we can identify overheated, or oversold Bitcoin markets, but every tool comes with a bag of nuance and jargon. Today I introduce a…
Jul 17, 2025
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James Check (Checkmatey)
79
26
2
How NOT to Buy Tops
Markets tend to favour those who can exercise contrarian thinking, by acting in the opposite direction of the herd. Today, we explore how I avoid buying…
May 20, 2025
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James Check (Checkmatey)
70
23
6
Masterclass #17: Exchanges Are Running Out of Coins!
The exchanges are always just one day away from running out of Bitcoin, and the supply squeeze that follows with be epic...right? Today we tackle this…
Apr 28, 2025
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James Check (Checkmatey)
48
23
5
Q&A
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🎥 April Subscriber Q&A is live
STRC risk, AI vs BTC, mining's future, Power Law, profit-taking, and the digital gold narrative - your questions answered.
May 1
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James Check (Checkmatey)
and
Alec from Checkonchain
37
17
1
April Q&A - Ask Your Question Here
Ask or upvote questions about Bitcoin, market structure, onchain analysis, and any other themes on your mind.
Apr 29
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James Check (Checkmatey)
and
Alec from Checkonchain
13
5
🎥 March Subscriber Q&A
Mining costs, bear market recovery scenarios, quantum risk, geopolitical developments and whether it's a good time to stack gold - your questions…
Apr 2
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James Check (Checkmatey)
and
Alec from Checkonchain
32
6
March Q&A - Ask Your Question Here
Ask or upvote questions about Bitcoin, market structure, onchain analysis, and any other themes on your mind.
Mar 31
•
James Check (Checkmatey)
and
Alec from Checkonchain
17
5
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