#515: Understanding the Bitcoin Cash and Carry Trade with James Check
TFTC: A Bitcoin Podcast · Marty Bent
June 18, 20241h 38m
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Show Notes
<p>Marty sits down with James Check to discuss bitcoin cash and carry.</p>
<p>James on Twitter: https://x.com/_Checkmatey_</p>
<p>Checkonchain: https://charts.checkonchain.com/</p>
<p>Newsletter: https://newsletter.checkonchain.com/</p>
<p>0:00 - Intro</p>
<p>0:50 - Exposition</p>
<p>8:45 - Aussie ETF and in-kind withdrawal</p>
<p>12:04 - River & Unchained</p>
<p>13:20 - What Jim Bianco is missing</p>
<p>21:18 - Who is making the trade</p>
<p>26:03 - Gradually, Then Suddenly & Zaprite</p>
<p>27:40 - Coinbase</p>
<p>30:36 - Realized capital</p>
<p>39:19 - Don’t whale watch</p>
<p>41:59 - Engineering and on-chain analysis</p>
<p>49:09 - Checkonchain analysis framework</p>
<p>55:11 - Wall Street using the data</p>
<p>57:10 - What would disprove the model?</p>
<p>1:00:25 - Profit/loss ratio</p>
<p>1:04:40 - Time off, Will the cycles continue?</p>
<p>1:11:58 - Price prediction</p>
<p>1:15:39 - Managing generational wealth</p>
<p>1:20:04 - Bitcoin in bad economic times</p>
<p>1:28:15 - Bitcoin improving politics and energy</p>
<p>1:35:13 - Wrapping with plugs</p>
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<p><a href="https://thesaifhouse.com/gradually">Gradually, Then Suddenly</a></p>
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