In this episode, Nik is joined again by on-chain and bitcoin analyst Checkmate for a markets overview. The pair discuss bitcoin's 28% correction and recovery, ETF inflows, the basis trade across CME, Binance, spot exchanges, and ETFs, as well as the maturation of bitcoin's market structure. Checkmate concludes that bitcoin exhibits textbook demand through established limit orders.
The Bitcoin Layer is a bitcoin and global macroeconomic research firm.
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The Bitcoin Layer and its guests do not provide investment advice.
Chapters:
00:06:24 - Understanding Market Dynamics and Expectations
00:11:55 - Market Correction and Volume Delta
00:17:52 - Analysis of Market Structure and Behavior
00:24:04 - ETF Behavior in Bull Markets
00:30:24 - Basis Trading and Funding Rates
00:36:31 - Bitcoin Basis Trading
00:43:00 - Understanding Capital and Multiple Expansion
00:48:53 - The Importance of Monitoring Less Sophisticated Actors
00:54:55 - Helping Hodlers Make Better Decisions
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