Marty sits down with James Check to discuss bitcoin's position in the new year.
James on Twitter: https://x.com/_Checkmatey_
James's newsletter: https://newsletter.checkonchain.com/
_checkonchain charts: https://charts.checkonchain.com/
0:00 - Intro
0:36 - SBR isn't Trump's top priority
7:05 - A hard market to predict
13:36 - Fold & Bitkey
15:31 - What’s next?
18:21 - Tariffs and revaluing gold
21:28 - Unchained
22:29 - Yield curve/rate cut discrepancy
28:57 - Bull and bear scenarios
35:47 - Long and short hodlers
39:47 - Bitcoin collateral and leverage risks
44:14 - Ethereum and the golden age of grift
57:31 - Crypto is barely a footnote to bitcoin’s scale
1:10:16 - Wrap up
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