Macro Regime Shift: ETFs, Term Premia, and Bitcoin Risk
The September 30, 2025 episode of What Bitcoin Did features James Check, Joe Carlasare, and Matthew Pines analyzing how fiscal dominance and long-end yields now anchor Bitcoin’s risk profile.
James Check
Market Psychology at $2T: Flows, Leverage, and On-Chain Signals
The September 23, 2025 episode of Unchained maps how flows, leverage, and cohort cost bases shape Bitcoin’s market behavior. On-chain analyst James Check explains why realized cap near $1T matters while slowing ETF inflows and expanding derivatives rewire price discovery.
Central-Bank Dominoes and Bitcoin’s Liquidity Shift
The April 26, 2025 episode of the BTC Sessions podcast features Adam Back, James Check, and Eric Yakes dissecting Switzerland’s escalating debate over adding Bitcoin to the Swiss National Bank’s reserves.
Bitcoin Amid Fiscal & Market Uncertainty
On April 11, 2025, Galaxy Brains podcast featured James Check discussing Bitcoin’s dynamic response to rising treasury yields and broader fiscal challenges. The episode examined technical indicators such as consolidation zones alongside macroeconomic shifts that influence investor sentiment.
Bitcoin Market Transformation: Beyond Cycles
The March 26, 2025 episode of the Stephan Livera Podcast with James Check examines Bitcoin’s shift from predictable cycles to a macro-driven market. The discussion emphasizes the growing importance of onchain analytics and institutional participation.
Strategic Insights into Bitcoin's Speculative Surge and Institutional Impact
The November 6, 2024 episode of The Bitcoin Layer features James Check exploring how Bitcoin’s current market dynamics are shaped by a rise in futures and options trading, drawing attention to the speculative influence in the Bitcoin market.
The Role of Derivatives in Bitcoin’s Evolving Market Structure
The October 28, 2024 episode of the TFTC podcast features onchain analyst James Check explaining how Bitcoin's market cycles are being fundamentally altered by the entry of derivatives and other institutional financial products, notably those from BlackRock.