The award-winning WIRED UK Podcast with James Temperton and the rest of the team. Listen every week for the an informed and entertaining rundown of latest technology, science, business and culture news. New episodes every Friday.
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Similar to BTC Sessions
Thanks for visiting The Cell Phone Junkie! I will be taking the time each week to discuss my favorite topic, cell phones. Any feedback is appreciated and welcome. You can email me at: questions (AT) thecellphonejunkie (DOT) com or call: 206-203-3734 Thanks and welcome!
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This ALWAYS Is What Happens Right Before Bitcoin EXPLODES | James Check
Manage episode 518884873 series 2870400
Content provided by Ben Perrin. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ben Perrin or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Mentor Sessions Ep. 038: James Check on 2025 Bitcoin Bear Market Paradox, Great Rotation Bullish Selling, Cycle-Breaking Outlook & 200K Price Potential
Is Bitcoin in a "modern bear market" up 7.8% YTD despite massive $290B old coin sell-offs? On-chain expert James Check from CheckOnChain reveals why 2025 price action defies expectations, with 63% supply cost basis above 95K creating a "top-heavy" plunge risk to 80s—yet silent institutions absorb billions in "bullish selling" for a great rotation slingshot. In this BTC Sessions interview, Check breaks down paradoxical sentiment (Google Trends at all-time lows), why the 4-year cycle is dead as Bitcoin transitions to macro asset, derivatives shift (options now dominate futures for volatility explosions), treasury mania "smoldering ruins," AI bubble black swan printing trillions, and bull case for 150K fair value exploding to 200K+ fast. Essential Bitcoin price analysis for 2025: Bear firepower fails, sellers evaporate—stack now or get screwed? Don't miss this deep dive on on-chain data, macro traps, and why bears are "really, really wrong" for max pain upside.
Chapters:
00:00 Teaser & Intro
00:01:31 Bear Case Setup
00:02:35 Monthly Expectations Defied
00:03:11 UTXO Cost Basis Analysis
00:04:17 Bullish Selling Phenomenon
00:05:19 Bearish Sentiment Reasons
00:07:08 Institutional Buyers & Demand
00:09:03 Supply Side Indicators
00:10:55 Great Rotation Explained
00:12:18 IPO Moment Challenge
00:17:54 Future Growth & Capital Inflows
00:18:42 Bear Market Drawdown Risks
00:21:28 Psychological Hurdles Post-100K
00:25:24 New vs Old Bitcoiners Psychology
00:29:30 Broader Macro View
00:33:13 M2 Chart Dismissal
00:38:55 States Jumping In
00:42:02 Treasury Companies Mania
00:51:28 Derivatives Market Rundown
00:57:40 Black Swan Events & Bull Case
01:12:13 Outro & Plugs
About James Check:
On-chain Bitcoin analyst, founder of CheckOnChain newsletter—delivering data-driven insights on supply, sentiment, and market structure.
X.com: @_Checkmatey_
CheckOnChain: checkonchain.com
Check previous ep with Tom Luongo: https://youtu.be/5oS4sop9t2Y
💰 Supported by @BowValleyCU — Tired of big banks? Join Bow Valley Credit Union, run by freedom and sound money advocates, as Canada's only traditional institution directly integrating Bitcoin for seamless, no-hassle transfers, no rehypothecation, self-custody withdrawals, insurance, auditability, and ideal corporate balance sheet integration. If you or your business is in Alberta, switch today! 👉https://qrco.de/bgGaIQ
😏 "Supported" by @PantiesBitcoin — Gentlemen, Panties for Bitcoin has you covered! A Bitcoiner brand for Bitcoiners, run by a HODLer family. Gift your lady top-quality underwear with BTC—surprise her with style & orange-pill her into the Bitcoin economy! 👉 https://qrco.de/bgEYRO
⚡ POWERED by @Sazmining — the easiest way to mine Bitcoin and take control of your financial future.
⛏️You own the rig
🌍 It runs on clean energy
🔐 You get cheap Bitcoin BELOW Exchange Cost
Start stacking wild sats today: 👉 https://qrco.de/bg8Jwq
📚 FREE Bitcoin Book Giveaway: New to Bitcoin? Get Magic Internet Money by Jesse Berger FREE! 👉 Click: bitcoinmentororange.com/magic-internet-money
💡BOOK Private Sessions with Bitcoin Mentor: Master self-custody, hardware, multisig, Lightning, privacy, and more. 👉 Visit bitcoinmentor.io
Follow Us on X:
• BTC Sessions: @BTCsessions
• Nathan: @theBTCmentor
• Gary: @GaryLeeNYC
#Bitcoin #JamesCheck #OnChainAnalysis #GreatRotation #BitcoinBullCase #DerivativesShift #TreasuryCompanies #AIBubble #BitcoinPrice2025 #BTCSessions #Crypto #BitcoinAnalysis
583 episodes
Share
Manage episode 518884873 series 2870400
Content provided by Ben Perrin. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ben Perrin or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Mentor Sessions Ep. 038: James Check on 2025 Bitcoin Bear Market Paradox, Great Rotation Bullish Selling, Cycle-Breaking Outlook & 200K Price Potential
Is Bitcoin in a "modern bear market" up 7.8% YTD despite massive $290B old coin sell-offs? On-chain expert James Check from CheckOnChain reveals why 2025 price action defies expectations, with 63% supply cost basis above 95K creating a "top-heavy" plunge risk to 80s—yet silent institutions absorb billions in "bullish selling" for a great rotation slingshot. In this BTC Sessions interview, Check breaks down paradoxical sentiment (Google Trends at all-time lows), why the 4-year cycle is dead as Bitcoin transitions to macro asset, derivatives shift (options now dominate futures for volatility explosions), treasury mania "smoldering ruins," AI bubble black swan printing trillions, and bull case for 150K fair value exploding to 200K+ fast. Essential Bitcoin price analysis for 2025: Bear firepower fails, sellers evaporate—stack now or get screwed? Don't miss this deep dive on on-chain data, macro traps, and why bears are "really, really wrong" for max pain upside.
Chapters:
00:00 Teaser & Intro
00:01:31 Bear Case Setup
00:02:35 Monthly Expectations Defied
00:03:11 UTXO Cost Basis Analysis
00:04:17 Bullish Selling Phenomenon
00:05:19 Bearish Sentiment Reasons
00:07:08 Institutional Buyers & Demand
00:09:03 Supply Side Indicators
00:10:55 Great Rotation Explained
00:12:18 IPO Moment Challenge
00:17:54 Future Growth & Capital Inflows
00:18:42 Bear Market Drawdown Risks
00:21:28 Psychological Hurdles Post-100K
00:25:24 New vs Old Bitcoiners Psychology
00:29:30 Broader Macro View
00:33:13 M2 Chart Dismissal
00:38:55 States Jumping In
00:42:02 Treasury Companies Mania
00:51:28 Derivatives Market Rundown
00:57:40 Black Swan Events & Bull Case
01:12:13 Outro & Plugs
About James Check:
On-chain Bitcoin analyst, founder of CheckOnChain newsletter—delivering data-driven insights on supply, sentiment, and market structure.
X.com: @_Checkmatey_
CheckOnChain: checkonchain.com
Check previous ep with Tom Luongo: https://youtu.be/5oS4sop9t2Y
💰 Supported by @BowValleyCU — Tired of big banks? Join Bow Valley Credit Union, run by freedom and sound money advocates, as Canada's only traditional institution directly integrating Bitcoin for seamless, no-hassle transfers, no rehypothecation, self-custody withdrawals, insurance, auditability, and ideal corporate balance sheet integration. If you or your business is in Alberta, switch today! 👉https://qrco.de/bgGaIQ
😏 "Supported" by @PantiesBitcoin — Gentlemen, Panties for Bitcoin has you covered! A Bitcoiner brand for Bitcoiners, run by a HODLer family. Gift your lady top-quality underwear with BTC—surprise her with style & orange-pill her into the Bitcoin economy! 👉 https://qrco.de/bgEYRO
⚡ POWERED by @Sazmining — the easiest way to mine Bitcoin and take control of your financial future.
⛏️You own the rig
🌍 It runs on clean energy
🔐 You get cheap Bitcoin BELOW Exchange Cost
Start stacking wild sats today: 👉 https://qrco.de/bg8Jwq
📚 FREE Bitcoin Book Giveaway: New to Bitcoin? Get Magic Internet Money by Jesse Berger FREE! 👉 Click: bitcoinmentororange.com/magic-internet-money
💡BOOK Private Sessions with Bitcoin Mentor: Master self-custody, hardware, multisig, Lightning, privacy, and more. 👉 Visit bitcoinmentor.io
Follow Us on X:
• BTC Sessions: @BTCsessions
• Nathan: @theBTCmentor
• Gary: @GaryLeeNYC
#Bitcoin #JamesCheck #OnChainAnalysis #GreatRotation #BitcoinBullCase #DerivativesShift #TreasuryCompanies #AIBubble #BitcoinPrice2025 #BTCSessions #Crypto #BitcoinAnalysis
583 episodes
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Similar to BTC Sessions
The award-winning WIRED UK Podcast with James Temperton and the rest of the team. Listen every week for the an informed and entertaining rundown of latest technology, science, business and culture news. New episodes every Friday.
…
continue reading
Thanks for visiting The Cell Phone Junkie! I will be taking the time each week to discuss my favorite topic, cell phones. Any feedback is appreciated and welcome. You can email me at: questions (AT) thecellphonejunkie (DOT) com or call: 206-203-3734 Thanks and welcome!
…
continue reading
1
The Ticket: Discover the Future of Customer Service, Support, and Experience, with Intercom
Intercom
1k482
On The Ticket, you'll hear Intercom's Customer Support team in conversation with the customer service leaders, renowned customer experience thinkers, and influential authors who are shaping the field of customer support. Follow The Ticket to get the weekly episodes and sign up for our twice-monthly newsletter bursting with all the insights, trends, tips, and assets your team needs to embrace the future of customer service. https://www.intercom.com/blog/newsletter 🏠 www.intercom.com
…
continue reading
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…
continue reading
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…
continue reading
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continue reading
The power of Data is undeniable. And unharnessed - it's nothing but chaos. Making data your ally. Using it to lead with confidence and clarity. Host Jess Carter is solving problems in real-time to reveal what's possible. Helping communities and people thrive. This is Data Driven Leadership, a show brought to you by Resultant.
…
continue reading
WSJ’s Bold Names brings you conversations with the leaders of the bold-named companies featured in the pages of The Wall Street Journal. Hosts Tim Higgins and Christopher Mims speak to CEOs and business leaders in interviews that challenge conventional wisdom and take you inside the decisions being made in the C-suite and beyond.
…
continue reading
We help founders make something people want. The Y Combinator Podcast is where builders talk about building. From the earliest days of an idea to scaling a company that changes the world, YC partners and founders share real stories, lessons, and tactics from the frontlines.
…
continue reading
Redefining AI is the 2024 New York Digital Award winning tech podcast! Discover a whole new take on Artificial Intelligence in joining host Lauren Hawker Zafer, a top voice in Artificial Intelligence on LinkedIn, for insightful chats that unravel the fascinating world of tech innovation, use case exploration and AI knowledge. Dive into candid discussions with accomplished industry experts and established academics. With each episode, you'll expand your grasp of cutting-edge technologies and ...
…
continue reading
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