TFTC: A Bitcoin Podcast #635: Bitcoin's New Paradigm with James Check
Jul 2, 2025
In a captivating discussion, Bitcoin analyst James Check, founder of CheckOnChain, dives into the current market dynamics of Bitcoin. He analyzes on-chain data revealing strong support levels around $90K and discusses the sustainability of demand from ETFs and treasury companies. James shares insights on the shift towards a 'new paradigm' marked by lower volatility and increased institutional adoption. He explores the challenges presented by U.S. Treasury debt and the implications for Bitcoin's role as a liquidity hedge in today’s evolving financial landscape.
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Strong Support from ETFs and Treasuries
- Demand from ETFs and treasury companies is absorbing billions daily, creating a strong support floor near $90K.
- This suggests price suppression claims underestimate real market strength.
Use Bitcoin to Improve Life
- Don't view selling Bitcoin as a sin; use it to improve life and pay debts when needed.
- Bitcoin's value is in the opportunity and time it provides, not just in hodling for gains.
ETF Flows Reflect Strategic Demand
- ETFs see 20% institutional and majority retail participation, with inflows far exceeding outflows.
- ETF outflows usually correspond with drops in CME open interest, indicating strategic hedging rather than panic selling.