In this episode, we sit down with James Check to tackle common misconceptions in bitcoin, from misunderstood on-chain metrics to the real impact of long-term holders. We break down key market indicators, discuss risks of audience capture, and explore whether bitcoin is set for slow, steady growth or another 80% drop. We also dive into the relevance of entity-adjusted metrics, the potential impact of ETFs, and how Checkmate optimizes bitcoin allocation strategies. Looking ahead, we speculate on bitcoin’s role in future portfolios, touch on large-scale gold buying, and even consider whether aliens might have their own version of bitcoin.
SUPPORT THE PODCAST:
→ Subscribe
→ Leave a review
→ Share the show with your friends and family
→ Send us an email podcast@unchained.com
→ Learn more about Unchained: https://unchained.com/?utm_source=youtube&utm_medium=video&utm_campaign=TBF-podcast-description
→ Buy bitcoin in an IRA—sign up today and get your first year free: unchained.com/frontier
TIMESTAMPS:
00:00 Introduction
01:40 What is one thing you think most people are wrong about?
08:14 Misinterpreted on-chain metrics and long-term holders
13:00 Key metrics to watch for market tops
19:10 Protecting against audience capture in bitcoin narratives
22:44 Slow grind up vs fast exponential growth?
25:48 Will bitcoin fall another 80% at some point?
29:25 Bitcoin was not a ZIRP phenomenon
30:10 Optimizing DCA and portfolio allocations through cycles
35:00 How accurate are “entity-adjusted” on-chain metrics?
41:10 Do ETFs destroy the potential usefulness of on-chain analytics?
46:35 Decades from now, how much bitcoin is in a typical portfolio?
50:50 Who is buying gold in size now?
56:50 Do aliens exist and did they discover their own bitcoin?
1:02:50 Closing thoughts
WHERE TO FOLLOW US:
→ Unchained Twitter: https://twitter.com/unchainedcom
→ Unchained LinkedIn: https://www.linkedin.com/company/unchainedcom
→ Unchained Newsletter: https://unchained.com/newsletter
→ Joe Burnett’s Twitter: https://twitter.com/IIICapital
→ Checkmate’s Twitter: https://x.com/_Checkmatey_
