#515: Understanding the Bitcoin Cash and Carry Trade with James Check

TFTC: A Bitcoin Podcast · Jun 18, 2024 · 1h 38m

Marty sits down with James Check to discuss bitcoin cash and carry.

James on Twitter: https://x.com/_Checkmatey_

Checkonchain: https://charts.checkonchain.com/

Newsletter: https://newsletter.checkonchain.com/

0:00 - Intro

0:50 - Exposition

8:45 - Aussie ETF and in-kind withdrawal

12:04 - River & Unchained

13:20 - What Jim Bianco is missing

21:18 - Who is making the trade

26:03 - Gradually, Then Suddenly & Zaprite

27:40 - Coinbase

30:36 - Realized capital

39:19 - Don’t whale watch

41:59 - Engineering and on-chain analysis

49:09 - Checkonchain analysis framework

55:11 - Wall Street using the…