#576: Bitcoin Outpaces Everything with James Check

TFTC: A Bitcoin Podcast · Jan 27, 2025 · 1h 12m

Marty sits down with James Check to discuss bitcoin's position in the new year.

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

James's newsletter: https://newsletter.checkonchain.com/

_checkonchain charts: https://charts.checkonchain.com/

0:00 - Intro

0:36 - SBR isn't Trump's top priority

7:05 - A hard market to predict

13:36 - Fold & Bitkey

15:31 - What’s next?

18:21 - Tariffs and revaluing gold

21:28 - Unchained

22:29 - Yield curve/rate cut discrepancy

28:57 - Bull and bear scenarios

35:47 - Long and short hodlers

39:47 - Bitcoin collateral and leverage risks

44:14 - Ethereum and the golden…