Why This Bitcoin Bull Market Is Different | Checkmate
Checkmate breaks down Bitcoin's market structure, why treasury companies are flooding in, and whether the four-year cycle has finally broken.
We get into how institutional money is reshaping on-chain dynamics, why long-term holders are behaving differently this cycle, and what the recent 80,000 BTC move signals about dormant supply.
Checkmate also explains the risks and opportunities of corporate treasury plays, premium-to-NAV dynamics, and how the rest of this bull market could play out.
In this episode:
- Treasury company dynamics
- Why Bitcoin’s drawdowns are structurally different this…
The skinny
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