Why This Bitcoin Bull Market Is Different | Checkmate
About this episode
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
THANKS TO OUR SPONSORS:
Follow:
Danny Knowles: https://x.com/_DannyKnowles or https://primal.net/danny
Checkmate: https://x.com/_Checkmatey_
Get every episode summarized
Each time What Bitcoin Did publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
Hosts & guests
No transcript yet
This episode has not been transcribed. Request it and it moves to the front of the queue.
More episodes
More from What Bitcoin Did
AI Is Coming for Bitcoin’s Energy | Michael Dunworth
What Bitcoin Did
Should Satoshi’s Coins Be Frozen? | Rob Hamilton
What Bitcoin Did
This Is The End Of The Dollar System | Jeff Ross
What Bitcoin Did
Why Everyone Is Wrong About Inflation | Ansel Lindner
What Bitcoin Did