Bitcoin investor sentiment is showing an interesting divide. Newer investors are expressing historically high levels of anger and declining optimism, while experienced holders are considerably more positive. In our latest piece, @_Checkmatey_ collaborates with @SullyMichaelvan to combine sentiment and onchain profitability data, exploring why these two groups see the Bitcoin market so differently. newsletter.checkonchain.com/…

Bitcoin's dip to $80k appears to have been bought, with the market continuing to hold up remarkably well. Bitcoin has pulled back less than 9% from its recent high, with futures leverage continuing to decline and onchain sell-side pressure remaining relatively small. In our latest piece, @_Checkmatey_ examines the current market structure, investor behaviour, and the signals suggesting Bitcoin may be preparing for its next major move. Get it here: newsletter.checkonchain.com/…

Bitcoin pulled back towards $80k over the weekend, but the correction remains remarkably shallow, particularly given the challenging macro backdrop and the strength of the rally since August. Pullbacks since the August rally have remained below 9%, while onchain sell-side pressure continues to be relatively small. In our latest piece, @_Checkmatey_ examines Bitcoin's current correction, and how price action and investor behaviour compare with previous early bull market recoveries. Get it here -> newsletter.checkonchain.com/…

Two of the largest Bitcoin treasury companies are taking very different approaches to the current market. Strategy (MSTR) has focused on strengthening its balance sheet, while Strive (ASST) has aggressively accumulated Bitcoin, increasing its holdings by +78% over the last 90 days. In our latest piece, @_Checkmatey_ examines these divergent strategies, and why mNAV expansion and contraction will be critical to their future stock performance. Read it here -> newsletter.checkonchain.com/…

Bitcoin is trading around $83k, yet investors are still showing plenty of fear. Despite $13.6B in monthly onchain capital inflows, futures leverage has declined by 18% since the August breakout, and ETF investors have started selling into the latest dip. In our latest piece, @_Checkmatey_ examines this disconnect between investor behaviour and the underlying market structure. Get the market update here -> newsletter.checkonchain.com/…

One of the hardest parts of a Bitcoin bull market isn't surviving the dips. It's watching price rally without you. FOMO often leads investors to buy too much at local highs, only to panic sell when the next correction arrives. Now that we're seeing a pullback towards $80k, the question is whether this is another reason to be fearful, or an opportunity to think differently. In our latest piece, @_Checkmatey_ explores the psychology of FOMO, lessons from his own experience since 2019, and how onchain data can help investors navigate the current market. Get it here -> newsletter.checkonchain.com/…

bitcoin:native continues to stair-step higher, without giving sidelined investors much of a dip to buy. At the same time, futures leverage continues to decline, funding rates remain below 4%/yr, and Long-Term Holders are largely sitting on their hands. In our latest newsletter, @_Checkmatey_ examines the market structure behind the move, and lays out his roadmap for the next stage of Bitcoin’s recovery. Get it here -> newsletter.checkonchain.com/…

For the first time since Bitcoin’s October 2025 ATH, we’re seeing multi-billion-dollar weekly ETF inflows again. Around $2.1B flowed into the ETFs last week, signalling that this pool of investors has started taking notice of Bitcoin once again. In our latest piece, @_Checkmatey_ examines the return of ETF demand and what the onchain, futures and ETF data tells us about the current Bitcoin market. Get it here -> newsletter.checkonchain.com/…

Even in a Bitcoin bull market, the odds of an up or down day are roughly 50:50. The difference is that a very small number of outsized positive days drive almost all of the cycle’s returns. Only ~3% of trading days account for 100% of the bull market gains. In our latest piece, @_Checkmatey_ breaks down what the statistics tell us about how Bitcoin bull markets actually trade. Get the Article here -> newsletter.checkonchain.com/…

bitcoin:native just ripped past $83k, pushing through what @_Checkmatey_ has dubbed the “Bears Last Stand.” In our latest piece, James breaks down the setup and what he’s watching next → newsletter.checkonchain.com/…

bitcoin:native is back above $81k. After almost a year of bear market rallies and lower highs, the question on a lot of people's minds is: how do we know this current rally isn’t going to fail just like the last one? In our latest piece, @_Checkmatey_ digs into the data, presenting a confluence of evidence that we believe supports a genuine regime change out of the 2026 bear market. newsletter.checkonchain.com/…

Bitcoin has been chopping sideways for several weeks, as the market digests a powerful rally off the lows. At the same time, macro pressures are building, and Short-Term Holder profit-taking has picked up. In our latest piece, @_Checkmatey_ examines where the current sell-side is coming from, and how it compares with the investor behaviour we typically see in early bull markets. Get the market update -> newsletter.checkonchain.com/…

If Bitcoin is transitioning into a bull market, what should we actually be watching? In our latest piece, @_Checkmatey_ has put together a Bull Markets For Dummies guide: how bull markets progress, what causes them to eventually run out of steam, and the key onchain metrics we can use to track the journey. Get it here → newsletter.checkonchain.com/…

STH SOPR is one of our favourite metrics for spotting regime change. In bear markets, rallies back into profit tend to get sold. In bull markets, short sharp moves below break-even tend to become buy-the-dip setups. The current structure is starting to look more like those early bull-market recoveries. More in our latest piece → newsletter.checkonchain.com/…

The Bitcoin market is chopping wood just below the 50-week MA as it digests a moderate up-tick in profit taking by both Short and Long-Term Holders. In our latest piece, @_Checkmatey_ examines why Bitcoin is holding ‘high-and-tight’ below the Bears’ Last Stand, and what the latest profit-taking, ETF flows and futures positioning tell us about the market. Get the full article & market update video with a Premium subscription → newsletter.checkonchain.com/…