$100K Bitcoin: Is the Cycle Breaking? W/ Checkmate - podcast episode cover

$100K Bitcoin: Is the Cycle Breaking? W/ Checkmate

May 12, 20251 hr 16 min
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Episode description

Checkmate is an on-chain analyst and founder of Checkonchain.

In this episode, we get into Bitcoin’s breakout back above $100k and what on-chain data reveals about who’s buying, who’s selling, and whether retail is finally showing up. We also discuss whether the Bitcoin cycles are over, how the global macro shift is influencing hard asset flows, and why gold might be the early signal for a longer Bitcoin run. Finally, we get into the OP_RETURN war.

Follow:
Danny Knowles: https://x.com/_DannyKnowles or https://primal.net/danny
Checkmate: https://x.com/_Checkmatey_

THANKS TO OUR SPONSORS:
IREN: https://www.iren.com/  
RIVER: https://river.com/wbd 
ANCHORWATCH: https://www.anchorwatch.com/
LEDGER: https://www.ledger.com/ 
CASA: https://casa.io/ 

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$100K Bitcoin: Is the Cycle Breaking? W/ Checkmate | What Bitcoin Did podcast - Listen or read transcript on Metacast