#515: Understanding the Bitcoin Cash and Carry Trade with James Check
TFTC: A Bitcoin Podcast
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.
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
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