▶ Coinbase Website: Coinbase.com
▶ CEX Website: cex.io
On-chain analyst James Check (Checkmate) breaks down Bitcoin’s blockchain data like never before, revealing what smart money is doing, why the 2025 bull run stalled, and how to read capitulation events as turning-point signals.
We discuss:
– How to read Bitcoin’s blockchain as a map of human psychology
– Why people sell the bottom instead of buy it — and it’s happening now!
– Why the 2025 bull run stalled despite massive institutional buying
– How $2B capitulation events signal major market turning points
– Retail vs. institutional buyers, and the great rotation still ahead
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*IN THIS EPISODE*
00:00 What is on-chain analysis?
2:57 The unspent supply vs spent supply framework
5:39 Gemini Bitcoin Credit Card | Bitcoin is For Everyone
6:19 Ledn Bitcoin-backed Loans | Abundant Mines
7:12 Long-term vs. short-term holders
10:39 Bulls last stand at $95K
14:49 Why 2025’s bull run stalled
20:04 Loss crystallization charts
24:01 Speed Wallet | Bitkey | The Bitcoin Way
25:28 Bitcoin 2026 | BitcoinIRA
26:08 Mean reversion and bottom probability
32:29 James Check’s civil engineering background
35:33 Quantum computing and Bitcoin
39:19 118x Bitcoin multiplier myth
42:30 Retail vs. institutional buyers
*OTHER RESOURCES*
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Producer: Aron Bender
Editor: Silas Foley
📄 LEGAL & RISK DISCLOSURE
1. No Financial Advice: This content is for entertainment purposes only and not intended as financial, legal, or tax advice. I am not a licensed financial advisor. Always consult a professional.
2. Sponsored Content & Affiliate Links: I may receive compensation when you use them, which helps support the channel at no additional cost to you.
3. Crypto Risk Warning: Cryptocurrencies are highly volatile and speculative. Risks include loss of capital, extreme price swings, and lack of regulatory protection.
4. Accuracy & Timeliness: All content reflects personal opinion and is based on available information at the time of recording. No guarantees are made regarding accuracy or future performance.
#bitcoin #crypto #macro #stocks #cryptocurrency #news #economy
▶ Coinbase Website: Coinbase.com
▶ CEX Website: cex.io
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