Why This Bitcoin Bull Market Is Different | Checkmate
Checkmate breaks down Bitcoin's market structure, why treasury companies are flooding in, and whether the four-year cycle has finally broken.
We get into how institutional money is reshaping on-chain dynamics, why long-term holders are behaving differently this cycle, and what the recent 80,000 BTC move signals about dormant supply.
Checkmate also explains the risks and opportunities of corporate treasury plays, premium-to-NAV dynamics, and how the rest of this bull market could play out.
In this episode:
- Treasury company dynamics
- Why Bitcoin’s drawdowns are structurally different this cycle
- The rise of institutional-sized transactions and empty mempools
- What the 80,000 BTC sale tells us about long-dormant coins
- The quantum debate
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Danny Knowles: https://x.com/_DannyKnowles or https://primal.net/danny
Checkmate: https://x.com/_Checkmatey_
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1:14:06
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1:14:06
Metaplanet, Strategy, and the Corporate Bitcoin Race | Dylan LeClair
Dylan LeClair breaks down the rise of Bitcoin treasury companies, why corporate adoption may be hitting a “gradually then suddenly” inflection point, and whether Michael Saylor’s lead is now insurmountable.
We get into how Metaplanet scaled from a few hundred Bitcoin to 16,000+, what’s driving premiums over NAV, and why public capital markets are becoming the biggest buyers of Bitcoin.
Dylan also explains Saylor’s latest innovation, “Stretch", and explains why this could transform corporate balance sheets and fixed income markets.
In this episode:
How corporate treasuries are competing in a winner-take-most market
Why premiums to NAV compress - and when they could expand again
The mechanics behind Stretch
How liquidity, interest rates, and credit markets drive Bitcoin price action
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Danny Knowles: https://x.com/_DannyKnowles or https://primal.net/danny
Dylan LeClair: https://x.com/DylanLeClair_
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1:15:14
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1:15:14
Bitcoin’s New Era: Liquidity, Macro, and the End of Four-Year Cycles | Nik Bhatia
Nik Bhatia breaks down why Bitcoin may have broken free of its four-year cycle and what that means for the next decade.
We discuss Bitcoin's market maturity, compressed volatility, and how new corporate demand are reshaping price dynamics — and why this could mean an end to drawn out bear markets and blow-off tops.
We get into how macro forces like liquidity, rate policy, and U.S. fiscal dominance intersect with Bitcoin, whether Powell vs. Trump really matters, and why Bitcoin could hit $1 million by 2032.
In this episode:
Why the four-year halving cycle may be over
How corporate treasury strategies are changing Bitcoin’s market structure
The role of liquidity and treasury markets in driving Bitcoin price
What Powell vs. Trump means for rates, inflation, and Bitcoin
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Danny Knowles: https://x.com/_DannyKnowles or https://primal.net/danny
Nik Bhatia: https://x.com/timevalueofbtc
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1:02:01
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1:02:01
Jeff Booth | AI, Bitcoin, & The Collapse Of The Fiat Economy
Jeff Booth explains why free markets are naturally deflationary and why this changes everything.
What if the entire economy is built on a lie? Jeff Booth argues our credit-based system fights the natural deflation of free markets through endless money manipulation — and why Bitcoin creates the first truly global free market.
We explore how AI accelerates abundance, why most people are stuck in “Fiatland,” and how Bitcoin adoption will transform everything from housing to global power structures.
In this episode:
Why inflation isn’t natural - and what deflation really means
How AI and Bitcoin together rewrite the rules of the economy
The cultural divide between “Fiatland” and Bitcoin
Why the Global South may leapfrog the West in Bitcoin adoption
How to prepare for the transition to a Bitcoin economy
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Danny Knowles: https://x.com/_DannyKnowles or https://primal.net/danny
Jeff Booth: https://primal.net/jeffbooth
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1:10:30
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1:10:30
Bitcoin Culture vs Wall Street | Thomas Pacchia
Thomas Pacchia is the co-founder of Pubkey.
In this episode, we get into the evolving culture of Bitcoin, why number-go-up narratives overshadow deeper principles like privacy, self-sovereignty, and freedom. Thomas explains why he believes Bitcoin risks becoming disconnected from its original ethos, and the importance of maintaining a robust, culturally-driven Bitcoin community.
We also discuss the increasing role of institutions, treasuries, and ETFs in Bitcoin, how regulatory frameworks like the Patriot Act and Bank Secrecy Act challenge financial privacy, and why these battles are crucial for Bitcoin's future.
We also discuss Pubkey and it's expansion into DC and Bitcoin culture, and adoption on a global scale.
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Danny Knowles: https://x.com/_DannyKnowles or https://primal.net/danny
Thomas Pacchia: https://x.com/tpacchia
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