
CHOPSOLIDATION MAKE BITCOIN NUMBER GO UP | James Check (Checkmate)
THE Bitcoin Podcast · Walker America
September 4, 20251h 33m
Audio is streamed directly from the publisher (feeds.fountain.fm) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
<p><em>"[Bitcoin has] proven that we're now a $2 trillion asset. The next move is $3 trillion. And if we go through another 12 months of sideways, the next stop is $4 trillion."</em></p>
<p><strong>Bitcoin at $110k+ and people are still bearish?</strong> In this episode of <strong>THE Bitcoin Podcast</strong>, Walker America sits down with on-chain and macro Bitcoin analyst <strong>James Check (Checkmate)</strong> to unpack why vibes feel weird despite a roaring market. From “<strong>chop-solidation</strong>” (boring sideways that sets up face-melting moves) to how <strong>ETF flows, IBIT options, MSTR, and OG whale supply</strong> actually work, Checkmate explains why <strong>massive demand</strong> can hide in plain sight—and why <strong>DCA + patience</strong> still beats most “clever” trades. They also discuss <strong>Bitcoin Treasury Companies,</strong> MNAV premiums, why most “proxy plays” behave like <strong>levered, timing-sensitive trades</strong>, and why just <strong>owning spot BTC</strong> usually wins.</p>
<p><strong>CHECKMATE’S LINKS:</strong> </p>
<p>Nostr: <a href="https://primal.net/p/npub1qh5sal68c8swet6ut0w5evjmj6vnw29x3k967h7atn45unzjyeyq6ceh9r">https://primal.net/p/npub1qh5sal68c8swet6ut0w5evjmj6vnw29x3k967h7atn45unzjyeyq6ceh9r</a> </p>
<p>X: <a href="https://x.com/_Checkmatey_">https://x.com/_Checkmatey_</a> </p>
<p>Web: <a href="https://www.checkonchain.com">https://www.checkonchain.com</a></p>
<p><em>If you enjoy THE Bitcoin Podcast you can help support the show by doing the following:</em></p>
<p><strong>FOLLOW ME (Walker)</strong> on <a href="https://twitter.com/WalkerAmerica">@WalkerAmerica on X</a> | <a href="https://twitter.com/TitcoinPodcast">@TitcoinPodcast on X</a> | <a href="https://primal.net/walker">Nostr Personal (walker)</a> | <a href="https://primal.net/p/npub10qrssqjsydd38j8mv7h27dq0ynpns3djgu88mhr7cr2qcqrgyezspkxqj8">Nostr Podcast (Titcoin)</a> | <a href="https://www.instagram.com/titcoinpodcast/">Instagram</a></p>
<p>Subscribe to THE Bitcoin Podcast (and leave a review) on <a href="https://www.fountain.fm/show/68gcLZFDRxOzgGeZmXq6">Fountain</a> | <a href="https://www.youtube.com/@walkerAmerica">YouTube</a> | <a href="https://open.spotify.com/show/0f4Ke6gRTiLij0455nQjPH">Spotify</a> | <a href="https://rumble.com/user/WalkerAmerica">Rumble</a> | <a href="https://bitcoinpodcast.net/podcast"><strong>EVERYWHERE ELSE</strong></a></p>
<p>*****</p>
<p><strong>THE Bitcoin Podcast Partners:</strong></p>
<p>> <a href="http://bitbox.swiss/walker">http://bitbox.swiss/walker</a> -- use promo code WALKER for 5% off the Bitcoin-only Bitbox02 hardware wallet.</p>
<p>> GET FOLD ($10 in bitcoin): <a href="https://use.foldapp.com/r/WALKER">https://use.foldapp.com/r/WALKER</a></p>