_Checkmatey_

The @_checkonchain subscriber Q&A session for June is now live, and we have 100+ questions to get through!

We cover:
🔸 Key topping indicators I watch
🔸 Expectations for MSTR and Treasury Co's
🔸 My personal strategy for this cycle
🔸 A lightning round to wrap up

Link 👇

Imagine being short Bitcoin...

My latest piece is live for @_checkonchain subscribers analysing the build up of leverage in futures and options markets.

The story told by the positioning of options and futures traders may surprise you.

Link to post is below 👇

This Bitcoin cycle is very much the same as the last two...and yet so wildly different at the same time

My base case is that many investors and analysts will get confused about where the cycle starts and ends

My latest piece on this topic is live for @_checkonchain subscribers

Folks keep wondering why the Bitcoin price isn't higher.

Might be because folks keep buying stocks in companies who are selling $1 bills for $6, who then buy less than $1 worth of Bitcoin with the proceeds (minus salaries and overheads).

Bitcoin has collapsed to prices we haven't seen since last Thursday.

Absolutely rekt.

DoV = Destroyer of Value...am I right?

Gold & Bitcoin.

Sit tight.

One of the only shitcoins I own is breaking out from a 10yr long period of chopsolidation.

Platinum.

Target is gold parity.

Running Bitcoin.

Bitcoin is money.

The hard work of Bitcoin Core developers is also the main reason your money has survived and thrived the way it has.

They literally designed it to resist your dumbasses, as well as attacks from the sovereign level.

A bit of respect is due.

Kicking off the first day at @bitcoinseoulcon!

You'll catch me on the Industry stage this afternoon at 430pm talking about the Institutional Evolution of the Bitcoin market.

There are folks who still think this Bitcoin cycle has been lacklustre...

...and yet it is moving just like it did when it was one to two orders of magnitude smaller.

Kicking ass.

How NOT to buy Tops.

My latest piece is out for @_checkonchain subscribers exploring my framework for when I slow down, my BTC accumulation because the market is getting overheated.

Check the HODLer has bought enough tops that he has learned not to touch hot stoves.

Link 👇

My current thinking for the next phase of the Bitcoin bull market was released on Friday for @_checkonchain subscribers.

I covered:
🔸The concept of 'Supply Discovery'
🔸Analysis of sell-side pressure headwinds
🔸How I model out zones for the next major peak

Link is below 👇

Bitcoin wants higher it seems.

US credit rating downgraded.

Bitcoin never had a credit rating.

Few.

A question several @_checkonchain subscribers have asked me is how to think about the various 'yield' related products such as STRK and MSTY.

My latest analysis piece presents my thinking through the behaviour and performance of these assets, and whether they fit in my portfolio

Bitcoin should filter all data. All transactions, just to send a message.

Block it all.

Run Nots!

The safest thing to do, is not to run Knots, and not to run the latest PR of Core

The safest thing to do, as is often the case in Bitcoin, is to not change your node software

Instead, learn to edit your own relay policy settings

'Upgrading' is not the upgrade you think it is

There have only been 12 days where Bitcoin has closed at a higher price.

Almost all green.

Hypothetical:

Knots adoption hits 10% and core decides that is evidence enough to back down on op return. They adopt knots like filters as the default.

What happens next?

What does the spam situation look like from that point onwards?