"[Bitcoin has] proven that we're now a $2 trillion asset. The next move is $3 trillion. And if we go through another 12 months of sideways, the next stop is $4 trillion."
Bitcoin at $110k+ and people are still bearish? In this episode of THE Bitcoin Podcast, Walker America sits down with on-chain and macro Bitcoin analyst James Check (Checkmate) to unpack why vibes feel weird despite a roaring market. From “chop-solidation” (boring sideways that sets up face-melting moves) to how ETF flows, IBIT options, MSTR, and OG whale supply actually work, Checkmate explains why massive demand can hide in plain sight—and why DCA + patience still beats most “clever” trades. They also discuss Bitcoin Treasury Companies, MNAV premiums, why most “proxy plays” behave like levered, timing-sensitive trades, and why just owning spot BTC usually wins.
CHECKMATE’S LINKS:
Nostr: https://primal.net/p/npub1qh5sal68c8swet6ut0w5evjmj6vnw29x3k967h7atn45unzjyeyq6ceh9r
X: https://x.com/_Checkmatey_
Web: https://www.checkonchain.com
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