Analyzing Bitcoin Futures Market and Institutional Trends

Exploration of the cash and carry trade in the Bitcoin futures market, with insights on the institutionalization of the market, the growth of CME's futures market, and the strategic patient approach of buyers.

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Marty sits down with James Check to discuss bitcoin cash and carry.

James on Twitter: https://x.com/_Checkmatey_

Checkonchain: https://charts.checkonchain.com/

Newsletter: https://newsletter.checkonchain.com/

0:00 - Intro

0:50 - Exposition

8:45 - Aussie ETF and in-kind withdrawal

12:04 - River & Unchained

13:20 - What Jim Bianco is missing

21:18 - Who is making the trade

26:03 - Gradually, Then Suddenly & Zaprite

27:40 - Coinbase

30:36 - Realized capital

39:19 - Don’t whale watch

41:59 - Engineering and on-chain analysis

49:09 - Checkonchain analysis framework

55:11 - Wall Street using the data

57:10 - What would disprove the model?

1:00:25 - Profit/loss ratio

1:04:40 - Time off, Will the cycles continue?

1:11:58 - Price prediction

1:15:39 - Managing generational wealth

1:20:04 - Bitcoin in bad economic times

1:28:15 - Bitcoin improving politics and energy

1:35:13 - Wrapping with plugs

Shoutout to our sponsors:

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