Reframing the 2025 Bitcoin Bull Market Reset
The November 24, 2025 episode of What Bitcoin Did features James Check and Alec Dejanovic examining whether the sharp drawdown from above 120K to around 80K means the Bitcoin bull market has ended.
James Check
Top-Heavy Markets, Stablecoins, and Bitcoin’s Next Move
The November 23, 2025 episode of the Green Candle podcast features James Check explaining why the current drawdown looks more like a compressed bear market than a routine correction.
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.
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.