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# ![@_Checkmatey_ Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::951920334831173632.png) @_Checkmatey_ _Checkmate ๐ŸŸ ๐Ÿ”‘โšกโ˜ข๏ธ๐Ÿ›ข๏ธ

Some Bitcoin investors and analysts are discussing the recent market trends and the impact of large-scale Bitcoin sales by certain firms. These firms may struggle to restart their operations if they don't have access to capital markets and instead have to sell their Bitcoin holdings. Meanwhile, Bitcoin's adoption and market structure continue to evolve, with milestones like its realized capitalization hitting $X trillion.

### Engagements: XXXXXX [#](/creator/twitter::951920334831173632/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::951920334831173632/c:line/m:interactions.svg)

- X Week XXXXXXX +59%
- X Month XXXXXXXXX +66%
- X Months XXXXXXXXX -XX%
- X Year XXXXXXXXXX +28%

### Mentions: XX [#](/creator/twitter::951920334831173632/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::951920334831173632/c:line/m:posts_active.svg)

- X Week XXX +54%
- X Month XXX +192%
- X Months XXX -XXXX%
- X Year XXXXX +38%

### Followers: XXXXXXX [#](/creator/twitter::951920334831173632/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::951920334831173632/c:line/m:followers.svg)

- X Week XXXXXXX +0.40%
- X Month XXXXXXX +0.83%
- X Months XXXXXXX +6.50%
- X Year XXXXXXX +22%

### CreatorRank: XXXXXXX [#](/creator/twitter::951920334831173632/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::951920334831173632/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::951920334831173632/influence)
---

**Social category influence**
[cryptocurrencies](/list/cryptocurrencies)  #946 [finance](/list/finance)  XXXX% [exchanges](/list/exchanges)  #4552 [countries](/list/countries)  XXXX% [social networks](/list/social-networks)  XXXX% [stocks](/list/stocks)  XXXX% [currencies](/list/currencies)  XXXX%

**Social topic influence**
[bitcoin](/topic/bitcoin) #452, [mate](/topic/mate) #74, [has been](/topic/has-been) 0.71%, [money](/topic/money) 0.53%, [coins](/topic/coins) #2629, [$8k](/topic/$8k) #5, [exchanges](/topic/exchanges) #204, [nasdaq](/topic/nasdaq) #307, [debt](/topic/debt) #979, [stocks](/topic/stocks) XXXX%

**Top accounts mentioned or mentioned by**
[@txmctrades](/creator/undefined) [@adam3us](/creator/undefined) [@checkonchain](/creator/undefined) [@j4ykl](/creator/undefined) [@bowtiedlobster](/creator/undefined) [@noufsmith](/creator/undefined) [@stephanlivera](/creator/undefined) [@seanclarke911](/creator/undefined) [@80iqmindset](/creator/undefined) [@tftc21](/creator/undefined) [@bitcminimalist](/creator/undefined) [@coryklippsten](/creator/undefined) [@bradmillscan](/creator/undefined) [@bitvolt](/creator/undefined) [@pg6z5gbt_u2rvl](/creator/undefined) [@bitc_minimalist](/creator/undefined) [@michaeldunwort1](/creator/undefined) [@iiicapital](/creator/undefined) [@wclementeiii](/creator/undefined) [@shekisms](/creator/undefined)

**Top assets mentioned**
[Bitcoin (BTC)](/topic/bitcoin) [Metaplanet Inc. (MTPLF)](/topic/$mtplf)
### Top Social Posts [#](/creator/twitter::951920334831173632/posts)
---
Top posts by engagements in the last XX hours

"@BowTiedLobster @dailydirtnap Ok so your case relies on Bitcoin going to $8k. Good luck with that"  
[X Link](https://x.com/_Checkmatey_/status/1979022436868739124) [@_Checkmatey_](/creator/x/_Checkmatey_) 2025-10-17T03:11Z 121.1K followers, 1327 engagements


"Bitcoiners upset about gold. .looks just like Ethereans being upset about Bitcoin. Except the key difference is Bitcoin and gold are both serious assets worth owning"  
[X Link](https://x.com/_Checkmatey_/status/1978932941615997230) [@_Checkmatey_](/creator/x/_Checkmatey_) 2025-10-16T21:15Z 121.1K followers, 33K engagements


"@Gfunkadelic22 @iBobbyShell @Square It should be yes. My experience to date is that it simply isn't. Keys wallets seed phrases exchanges. You just lose people every step of the way"  
[X Link](https://x.com/_Checkmatey_/status/1978565546766471423) [@_Checkmatey_](/creator/x/_Checkmatey_) 2025-10-15T20:56Z 121.1K followers, XXX engagements


"A company that is X cents away from having to do a reverse stock split to stay listed on the NASDAQ. .wants to lever up their Bitcoin to keep trying. Capital incinerators"  
[X Link](https://x.com/_Checkmatey_/status/1975541674328891395) [@_Checkmatey_](/creator/x/_Checkmatey_) 2025-10-07T12:40Z 121.1K followers, 41.6K engagements


"@J4YKL Dude.these stocks are down 95%. Objective failures and an incineration of shareholder capital"  
[X Link](https://x.com/_Checkmatey_/status/1977818391215038935) [@_Checkmatey_](/creator/x/_Checkmatey_) 2025-10-13T19:27Z 121K followers, XXX engagements


"@pG6Z5GbT_U2rvL @WClementeIII Every major asset has options. Bitcoin isn't unique here and i think you're making big claims based off selective thinking"  
[X Link](https://x.com/_Checkmatey_/status/1978739083976262109) [@_Checkmatey_](/creator/x/_Checkmatey_) 2025-10-16T08:25Z 121.1K followers, XX engagements


"@stephanlivera Why do they think they can get yields of X% when the market is saying it needs XX% for strategy bonds"  
[X Link](https://x.com/_Checkmatey_/status/1979150579378327832) [@_Checkmatey_](/creator/x/_Checkmatey_) 2025-10-17T11:40Z 121.1K followers, 3454 engagements


"@Malikas_Friend @_checkonchain Not much. Instead I think markets are due a spasm more broadly and Bitcoin is simply the leading indicator. TradFi is ignoring it and making fun of it but in my eyes their stonks are about to get rekt if I am right"  
[X Link](https://x.com/_Checkmatey_/status/1978988700341043504) [@_Checkmatey_](/creator/x/_Checkmatey_) 2025-10-17T00:57Z 121.1K followers, XXX engagements


"Bitcoin goes to $1M per coin. A Treasury Company with 5000 BTC now has $X Billion worth of collateral. In what world does this company have a snowballs chance in hell of making a dent in the fixed income market Scale is all that matters and the long tail isn't serious"  
[X Link](https://x.com/_Checkmatey_/status/1975682483003007203) [@_Checkmatey_](/creator/x/_Checkmatey_) 2025-10-07T21:59Z 121.1K followers, 51.8K engagements


"Dunno man.kinds looks desperate. Treasury Company thesis they sold you: We will use financial engineering to acquire more Bitcoin. Reality: The stock price keeps falling we can't acquire more Bitcoin so we're going to try and prop up the stock price with our remaining cash"  
[X Link](https://x.com/_Checkmatey_/status/1973631159583293807) [@_Checkmatey_](/creator/x/_Checkmatey_) 2025-10-02T06:08Z 121.1K followers, 34K engagements


"@BowTiedLobster @dailydirtnap If bitcoin goes to $8k mate it's probably heading to zero due to a fatal flaw. It doesn't go down there otherwise. If it does yes MSTR blows up. It's an uninvestable opinion"  
[X Link](https://x.com/_Checkmatey_/status/1979050075176243390) [@_Checkmatey_](/creator/x/_Checkmatey_) 2025-10-17T05:01Z 121.1K followers, XXX engagements


"Jumping on a livestream with @timevalueofbtc in 1hr covering our view of Bitcoin the market after the recent market sell-off. We'll cover macro liquidity onchain analysis and the stream will end with a Q&A where you can ask us anything. Join here:"  
[X Link](https://x.com/_Checkmatey_/status/1978199963457753583) [@_Checkmatey_](/creator/x/_Checkmatey_) 2025-10-14T20:43Z 121.1K followers, 20.6K engagements


"@AGratefulApe @OldMammoth69 @maxpower171 @upsilonresearch Who is going to lend money to a company that has a stock price which looks like this"  
[X Link](https://x.com/_Checkmatey_/status/1977856943512256653) [@_Checkmatey_](/creator/x/_Checkmatey_) 2025-10-13T22:00Z 121K followers, XXX engagements


"Something feels off. Gut tells me markets are due some kind of spasm. Gold has already told us the trade after the trade (debasement). But Bitcoin is telling us it's a rocky road to get there. Full thoughts in this post"  
[X Link](https://x.com/_Checkmatey_/status/1978048372482441346) [@_Checkmatey_](/creator/x/_Checkmatey_) 2025-10-14T10:40Z 121.1K followers, 58.3K engagements


"Folks the level of destruction in altcoins land is FTX grade. Coins have been shown to be no bid when the market makers switch off no serious investor can own them and it just nuked the few retail traders remaining If you think altseason is coming now Id suggest a rethink"  
[X Link](https://x.com/_Checkmatey_/status/1977112327704268833) [@_Checkmatey_](/creator/x/_Checkmatey_) 2025-10-11T20:41Z 121.1K followers, 128.6K engagements


"@RogueSparhawk @J4YKL Honestly not really. Why would a company with 5k BTC ever be competitive Even at $1M per BTC that's only 5bil collateral.nothing vs the bond market Winner takes all market. The rest are grifts imho"  
[X Link](https://x.com/_Checkmatey_/status/1979199516940341319) [@_Checkmatey_](/creator/x/_Checkmatey_) 2025-10-17T14:55Z 121.1K followers, XX engagements


"What's the actual problem mate That the company needs a constructive bitcoin price Obviously they are a bitcoin company. Arguing a move to 8k and staying there is a waste of time because the probabilities are insignificant. If you want to handicap is by less you need to justify that"  
[X Link](https://x.com/_Checkmatey_/status/1979047782666174807) [@_Checkmatey_](/creator/x/_Checkmatey_) 2025-10-17T04:52Z 121.1K followers, XXX engagements


"@CivilBtcSaver @_checkonchain The recovery thus far has just been lacklustre. Spade a spade"  
[X Link](https://x.com/_Checkmatey_/status/1978753590656156103) [@_Checkmatey_](/creator/x/_Checkmatey_) 2025-10-16T09:23Z 121.1K followers, XXX engagements


"Ok but can you please explain what kind of event needs to happen for this to be the case MSTRs cost basis is $75k but even if the price goes there and stays for a long time they can sit on their stack and do nothing for a long time. Their debt load is a fraction of that dude in a suit across the road's credit card. Lots of folks handwave 'its gonna implode' but haven't done 5-seconds of work to actually think through how or why"  
[X Link](https://x.com/_Checkmatey_/status/1978991267997716760) [@_Checkmatey_](/creator/x/_Checkmatey_) 2025-10-17T01:07Z 121.1K followers, XXX engagements


"@BetruetoitUK @Jethroe111 You've misunderstood. Nothing you can do today on Bitcoin is different post v30. You could submit and have mined all sorts of non standard transactions before v30. v30 has not changed anything in terms of that balance"  
[X Link](https://x.com/_Checkmatey_/status/1978042270243840309) [@_Checkmatey_](/creator/x/_Checkmatey_) 2025-10-14T10:16Z 121.1K followers, XX engagements


"Bitcoiners are sitting on $XXX Trillion worth of unrealised profit based on the acquisition price of their onchain BTC. Berkshire Hathaway's Market Cap is $X Trillion. Rat poison squared. GG"  
[X Link](https://x.com/_Checkmatey_/status/1973921838679142807) [@_Checkmatey_](/creator/x/_Checkmatey_) 2025-10-03T01:23Z 121.1K followers, 58.6K engagements


"ONE HUNDRED AND EIGHTY NINE THOUSAND SNAG SIZZLING ROO BOXING SHARK CIRCLING DRIZABONE WEARING CRIKEY COINS PER BITCOIN"  
[X Link](https://x.com/_Checkmatey_/status/1975286444085420160) [@_Checkmatey_](/creator/x/_Checkmatey_) 2025-10-06T19:46Z 121.1K followers, 21.7K engagements


"@DominicFrisby @PeterMcCormack @AyoCaesar Wrong region of France"  
[X Link](https://x.com/_Checkmatey_/status/1979094554252050569) [@_Checkmatey_](/creator/x/_Checkmatey_) 2025-10-17T07:58Z 121.1K followers, XXX engagements


"@coryklippsten @Tahoe_BTC @J4YKL We will see mate because the stock ticker right now says you're bluffing here"  
[X Link](https://x.com/_Checkmatey_/status/1977909840233324815) [@_Checkmatey_](/creator/x/_Checkmatey_) 2025-10-14T01:30Z 121.1K followers, 3579 engagements


"@shekisms Were you disappointed by the 150%+ gains in 2023 and 2024 whilst gold went up XXX% over that entire period"  
[X Link](https://x.com/_Checkmatey_/status/1978934767639830562) [@_Checkmatey_](/creator/x/_Checkmatey_) 2025-10-16T21:23Z 121.1K followers, XXX engagements


"The modern altseason is a recognition that it's probably over for altcoins"  
[X Link](https://x.com/_Checkmatey_/status/1979282084809314404) [@_Checkmatey_](/creator/x/_Checkmatey_) 2025-10-17T20:23Z 121.1K followers, 1211 engagements


"On The Cusp My latest piece is out for @_checkonchain subscribers examining the Bitcoin bear case. Link in tweet below"  
[X Link](https://x.com/_Checkmatey_/status/1978751373299638500) [@_Checkmatey_](/creator/x/_Checkmatey_) 2025-10-16T09:14Z 121.1K followers, 53.8K engagements


"@TXMCtrades @WClementeIII I can trade the 'physical' with you from my desk in australia to your couch in america. I can secure it via multisig to ensure it is safe and could even have spending conditions for inheritance. I could leave my country with all of my wealth and no metal detector would know"  
[X Link](https://x.com/_Checkmatey_/status/1978890934709281240) [@_Checkmatey_](/creator/x/_Checkmatey_) 2025-10-16T18:28Z 121.1K followers, 4388 engagements


"Every trader and investor in the world will be watching the Bitcoin price all weekend to see what their portfolio will do on Monday morning"  
[X Link](https://x.com/_Checkmatey_/status/1976794167507664933) [@_Checkmatey_](/creator/x/_Checkmatey_) 2025-10-10T23:37Z 121.1K followers, 64.7K engagements


"@BetruetoitUK @Jethroe111 The p2p relay network is unaffected by v30 mate. Motivated actors already circumvent it because the p2p layer is BY DESIGN easy to circumvent filters. Else censorship would be trivial. The market did this in response to the incentives mate not core"  
[X Link](https://x.com/_Checkmatey_/status/1978043244295446541) [@_Checkmatey_](/creator/x/_Checkmatey_) 2025-10-14T10:20Z 121.1K followers, XX engagements


"@supplyshocks @nicoffx Once again Ponzi ADJACENT"  
[X Link](https://x.com/_Checkmatey_/status/1975317069060317237) [@_Checkmatey_](/creator/x/_Checkmatey_) 2025-10-06T21:47Z 121.1K followers, XXX engagements


"@BTCsponge The toggle is fine. It's the humans interacting with it that are the problem. The IQ bell curve is far more to the left than you'd hope for"  
[X Link](https://x.com/_Checkmatey_/status/1978545019892977943) [@_Checkmatey_](/creator/x/_Checkmatey_) 2025-10-15T19:34Z 121.1K followers, XXX engagements


"After FTX imploded I will never forget the feeling of: 'Price is down but my Bitcoin is in cold storage. A nuisance but I'm fine lost nothing and price will come back in no time'. Exact same feeling right now. Be cautious but old wisdom applies: Stay humble stack sats"  
[X Link](https://x.com/_Checkmatey_/status/1977204728036835828) [@_Checkmatey_](/creator/x/_Checkmatey_) 2025-10-12T02:48Z 121.1K followers, 64.6K engagements


"Imagine the average person navigating the UX. Imagine the average employee navigating the technical issues. Imagine the CEO of a supermarket entertaining such an idea for a primarily GenPop facing big business. Start with your local pizzeria or the kids lemonade stand"  
[X Link](https://x.com/_Checkmatey_/status/1978542861030244841) [@_Checkmatey_](/creator/x/_Checkmatey_) 2025-10-15T19:25Z 121.1K followers, 23.1K engagements


"@divine93086379 @shekisms XXX% in two back to back years and XXX% since cycle low vs XXX% over two years after decades of going nowhere. Please"  
[X Link](https://x.com/_Checkmatey_/status/1978983598330986872) [@_Checkmatey_](/creator/x/_Checkmatey_) 2025-10-17T00:37Z 121.1K followers, XX engagements


"@HodlOutForAHero @WClementeIII Bitcoin has returned -XX% or more many times and then proceeded to be the best asset for several years that follow. One year is not every year. By the way what's the current YoY return If you drop January as an arbitrary start"  
[X Link](https://x.com/_Checkmatey_/status/1978739505302810988) [@_Checkmatey_](/creator/x/_Checkmatey_) 2025-10-16T08:27Z 121.1K followers, XXX engagements


"@MorongoMongrel @Jethroe111 Core isn't a company mate. It's a bunch of contributors around the world who work tirelessly on Bitcoin. It's far more likely they seed discontent amongst folks who have little technical knowledge and form an incoherent mob"  
[X Link](https://x.com/_Checkmatey_/status/1977999724729999401) [@_Checkmatey_](/creator/x/_Checkmatey_) 2025-10-14T07:27Z 121K followers, XX engagements


"@Tahoe_BTC @J4YKL @coryklippsten There will be for a couple of them. Many are finished"  
[X Link](https://x.com/_Checkmatey_/status/1977889529576005688) [@_Checkmatey_](/creator/x/_Checkmatey_) 2025-10-14T00:09Z 121K followers, XXX engagements


"@pG6Z5GbT_U2rvL @WClementeIII I understand RVol is down mate but that was true long before the options went live arguably as far back as May 2023"  
[X Link](https://x.com/_Checkmatey_/status/1978742427008770384) [@_Checkmatey_](/creator/x/_Checkmatey_) 2025-10-16T08:38Z 121.1K followers, XX engagements


"@MacroBrewPod @OnrampBitcoin @_checkonchain I did its early morning and i have a X week old son. Cut me some slack"  
[X Link](https://x.com/_Checkmatey_/status/1979226765655708136) [@_Checkmatey_](/creator/x/_Checkmatey_) 2025-10-17T16:43Z 121.1K followers, XX engagements


"@IIICapital Or Bitcoin was sending a warning signal to trad markets and they ignored it"  
[X Link](https://x.com/_Checkmatey_/status/1978891478446514654) [@_Checkmatey_](/creator/x/_Checkmatey_) 2025-10-16T18:31Z 121.1K followers, 2245 engagements


"@BTCsponge Yes indeed. This is the unfortunate UX problem"  
[X Link](https://x.com/_Checkmatey_/status/1978576424542883842) [@_Checkmatey_](/creator/x/_Checkmatey_) 2025-10-15T21:39Z 121.1K followers, XX engagements


"Gravity is toward 1"  
[X Link](https://x.com/_Checkmatey_/status/1978037088013492356) [@_Checkmatey_](/creator/x/_Checkmatey_) 2025-10-14T09:56Z 121.1K followers, 28.8K engagements


"Sure but why is NVDA volatile with a huge options market Why is gold volatile right now with a huge options market Why is Bitcoin dead now and none of them are It's an incomplete argument based on a very very short window and selective thinking imho Options change stuff for sure have written to that effect. But apply it equally"  
[X Link](https://x.com/_Checkmatey_/status/1978740762360836540) [@_Checkmatey_](/creator/x/_Checkmatey_) 2025-10-16T08:32Z 121.1K followers, XXX engagements


"@pG6Z5GbT_U2rvL @WClementeIII Have been writing about them for some time in comparison to gold no less"  
[X Link](https://x.com/_Checkmatey_/status/1978733280557158673) [@_Checkmatey_](/creator/x/_Checkmatey_) 2025-10-16T08:02Z 121.1K followers, XXX engagements


"@J4YKL @Tahoe_BTC @coryklippsten Sorry TCos are not Bitcoin in 2010. They are zombie companies taken over by a bunch of people who wanted to get an insider deal and dump their stock on retail"  
[X Link](https://x.com/_Checkmatey_/status/1977890887507317155) [@_Checkmatey_](/creator/x/_Checkmatey_) 2025-10-14T00:15Z 121K followers, XXX engagements


"@pG6Z5GbT_U2rvL @WClementeIII This is a silly argument because every asset has options markets mate"  
[X Link](https://x.com/_Checkmatey_/status/1978738757231579161) [@_Checkmatey_](/creator/x/_Checkmatey_) 2025-10-16T08:24Z 121.1K followers, XX engagements


"@Shinobicryp Get outta here mate you're adding nothing to the conversation"  
[X Link](https://x.com/_Checkmatey_/status/1976808427113660641) [@_Checkmatey_](/creator/x/_Checkmatey_) 2025-10-11T00:33Z 121.1K followers, XXX engagements


"@J4YKL I'm a Bitcoin analyst I look at all sectors of the market. I'm muting you btw this conversation has been too low signal for me to repeat it"  
[X Link](https://x.com/_Checkmatey_/status/1979227225645027806) [@_Checkmatey_](/creator/x/_Checkmatey_) 2025-10-17T16:45Z 121.1K followers, XX engagements


"@BTCsponge Honest question how many people who are not hardcore Bitcoiners have you helped try out a wallet I've managed to get 4-5 of my friends to buy and hold Bitcoin casually and in XXX% of cases I had to adopt an uncle Jim model because they found the wallet overwhelming"  
[X Link](https://x.com/_Checkmatey_/status/1978560965349433650) [@_Checkmatey_](/creator/x/_Checkmatey_) 2025-10-15T20:37Z 121.1K followers, XXX engagements


"@WClementeIII Dude one year doesn't change a single thing. We just had two back to back 110%+ years for Bitcoin. Bitcoin underperformed gold in every bear market year and nobody except Peter Schiff has ever had this thought"  
[X Link](https://x.com/_Checkmatey_/status/1978726972059517238) [@_Checkmatey_](/creator/x/_Checkmatey_) 2025-10-16T07:37Z 121.1K followers, 6617 engagements


"@shekisms Gotta have fun it's what this app is good for"  
[X Link](https://x.com/_Checkmatey_/status/1978940932637823055) [@_Checkmatey_](/creator/x/_Checkmatey_) 2025-10-16T21:47Z 121.1K followers, XX engagements


"@Avik Disagree it ensures they waste capital NOT growing their BTC stack to become large enough to be relevant. In which case they condemn themselves to be irrelevant"  
[X Link](https://x.com/_Checkmatey_/status/1974012223824560275) [@_Checkmatey_](/creator/x/_Checkmatey_) 2025-10-03T07:22Z 121.1K followers, XXX engagements


"The Bitcoin Realised Cap just hit $X Trillion This is the ultimate metric for adoption as it captures the wealth and capital saved in BTC. An absolutely massive milestone"  
[X Link](https://x.com/_Checkmatey_/status/1945990004960121303) [@_Checkmatey_](/creator/x/_Checkmatey_) 2025-07-17T23:32Z 121.1K followers, 151.6K engagements


"@BtCelectrician Gotta stay above $X to stay listed on the NASDAQ sir"  
[X Link](https://x.com/_Checkmatey_/status/1978930616860058047) [@_Checkmatey_](/creator/x/_Checkmatey_) 2025-10-16T21:06Z 121.1K followers, XXX engagements


"On The Cusp"  
[X Link](https://x.com/_Checkmatey_/status/1978751377699463679) [@_Checkmatey_](/creator/x/_Checkmatey_) 2025-10-16T09:14Z 121.1K followers, 17.9K engagements


"In case it wasn't already obvious shitcoins were a ZIRP phenomena. Just like the gold/silver ratio isn't heading back down to XX Bitcoin dominance is also in a forever uptrend"  
[X Link](https://x.com/_Checkmatey_/status/1976850748316275017) [@_Checkmatey_](/creator/x/_Checkmatey_) 2025-10-11T03:22Z 121K followers, 59.8K engagements


"@Fartegy There is no value transfer mechanism from RWA to crypto tokens"  
[X Link](https://x.com/_Checkmatey_/status/1977122519305142769) [@_Checkmatey_](/creator/x/_Checkmatey_) 2025-10-11T21:21Z 121.1K followers, 4438 engagements


"@MSTRStrategy No mate when you destroy shareholder capital like this you failed as a business"  
[X Link](https://x.com/_Checkmatey_/status/1977766407371919501) [@_Checkmatey_](/creator/x/_Checkmatey_) 2025-10-13T16:00Z 121K followers, 1126 engagements


"Mate if we're really honest here some of these Treasury Company hit all time lows AFTER the Bitcoiners came onboard Any other chart that looks like that would be classified as a shitcoin. They have no tools to dig out of the holes they are in. Too small too rekt too distressed"  
[X Link](https://x.com/_Checkmatey_/status/1977819145187332512) [@_Checkmatey_](/creator/x/_Checkmatey_) 2025-10-13T19:30Z 121K followers, 1918 engagements


"Bitcoin tagging fresh ATHs and lots of Treasury companies are setting new local lows. The -XX% Bitcoin bear markets of old will be in stock tickers and not the underlying"  
[X Link](https://x.com/_Checkmatey_/status/1975290596886736923) [@_Checkmatey_](/creator/x/_Checkmatey_) 2025-10-06T20:02Z 121.1K followers, 109.5K engagements


"@dailydirtnap As a prudent analyst you've surely thought about this and would perhaps care to expand on exactly how this plays out What is the threshold that needs to be reached such that MSTR blows up What needs to happen in your opinion"  
[X Link](https://x.com/_Checkmatey_/status/1978987057700835513) [@_Checkmatey_](/creator/x/_Checkmatey_) 2025-10-17T00:50Z 121.1K followers, 19.1K engagements


"@BowTiedLobster @dailydirtnap It's not about not possible. Anything is possible. It's so improbable it's uninvestable and a waste of time. We could debate the implications of the meteor strike too but it's unproductive"  
[X Link](https://x.com/_Checkmatey_/status/1979052450733523158) [@_Checkmatey_](/creator/x/_Checkmatey_) 2025-10-17T05:10Z 121.1K followers, XXX engagements


"@stephanlivera @SymesCalvin Thanks mate. I also couldn't care less about clicks has never been the thing that motivates me"  
[X Link](https://x.com/_Checkmatey_/status/1977960841053110382) [@_Checkmatey_](/creator/x/_Checkmatey_) 2025-10-14T04:53Z 121K followers, 1263 engagements


"@Henry_20XX Probably not"  
[X Link](https://x.com/_Checkmatey_/status/1976860501092237807) [@_Checkmatey_](/creator/x/_Checkmatey_) 2025-10-11T04:00Z 121K followers, 1344 engagements


"@MacroBrewPod @cantonrd Why would they Costs a bunch of money to acquire and rollup another business. Just buy the BTC"  
[X Link](https://x.com/_Checkmatey_/status/1977814891609416000) [@_Checkmatey_](/creator/x/_Checkmatey_) 2025-10-13T19:13Z 121K followers, XXX engagements


"No mate your point requires a drawdown in Bitcoin that we have never seen. Not even in 2012 did we see such an event. Volatility has been XX% since 2023 and you're looking for a XX sigma increase to it. The problem with your case is not that 8k wouldn't kill MSTR it would. The problem is that your condition is so improbable and comes with zero explanation as to what would cause this XX sigma event that it's nonsensical to argue. Your basis is retarded and your behaviour even more so"  
[X Link](https://x.com/_Checkmatey_/status/1979283480539480098) [@_Checkmatey_](/creator/x/_Checkmatey_) 2025-10-17T20:28Z 121.1K followers, XX engagements


"@Du_Bi_Bo @Jethroe111 Yes and purely to receive and validate my coins. Doing my part having a node running the Bitcoin consensus rules"  
[X Link](https://x.com/_Checkmatey_/status/1977864792921788749) [@_Checkmatey_](/creator/x/_Checkmatey_) 2025-10-13T22:31Z 121K followers, XXX engagements


"@wholisticguy Truthfully I don't care about central banks buying Bitcoin I'd rather they didn't. In fact I'd like to replace central banks with Bitcoin"  
[X Link](https://x.com/_Checkmatey_/status/1978989135403638858) [@_Checkmatey_](/creator/x/_Checkmatey_) 2025-10-17T00:59Z 121.1K followers, XXX engagements


"@Rob_Gustof @shekisms Which were after massive gains. The old 'time in the market' thing that every good investor knows about"  
[X Link](https://x.com/_Checkmatey_/status/1978935725442895969) [@_Checkmatey_](/creator/x/_Checkmatey_) 2025-10-16T21:26Z 121.1K followers, XX engagements


"I'm quite sure it isn't that simple. Employees at a supermarket are not going to be equipped to use the tech. the customers certainly are not going to be equipped. It would be used so infrequently that any 'training' would be forgotten. Every bug would be a nightmare. 'but I want a refund I sent to the wrong address.the cashier stole my money.' Reality of GenPop makes this impractical and unrealistic"  
[X Link](https://x.com/_Checkmatey_/status/1978561663025676556) [@_Checkmatey_](/creator/x/_Checkmatey_) 2025-10-15T20:40Z 121.1K followers, XXX engagements


"@TXMCtrades @WClementeIII There will always be node runners because people are self interested. Gold needs vaults and that's just so impractical. Bitcoin is far superior to gold. I own both and it only added to my conviction of that (perhaps more than anything else actually)"  
[X Link](https://x.com/_Checkmatey_/status/1978894709172085065) [@_Checkmatey_](/creator/x/_Checkmatey_) 2025-10-16T18:43Z 121.1K followers, 1015 engagements


"It will be reverse stock split season for TCos very soon"  
[X Link](https://x.com/_Checkmatey_/status/1978905434921590879) [@_Checkmatey_](/creator/x/_Checkmatey_) 2025-10-16T19:26Z 121.1K followers, 46.8K engagements


"@J4YKL Ive already been right mate I said mnavs would compress to X in November"  
[X Link](https://x.com/_Checkmatey_/status/1977816202023243936) [@_Checkmatey_](/creator/x/_Checkmatey_) 2025-10-13T19:18Z 121K followers, XXX engagements


"@Tahoe_BTC @J4YKL @coryklippsten The inverse of the hype phase is the bear market.and BTC is X% off the ATH"  
[X Link](https://x.com/_Checkmatey_/status/1977888104519496145) [@_Checkmatey_](/creator/x/_Checkmatey_) 2025-10-14T00:04Z 121K followers, XXX engagements


"The stock price going up is the only thing investors care about whether vs USD or BTC (whatever their benchmark is) There is no other success metric for Treasury Companies. BTC per share mNAV are all just metrics to help you define whether the price is expensive or cheap fin"  
[X Link](https://x.com/_Checkmatey_/status/1978041974910263778) [@_Checkmatey_](/creator/x/_Checkmatey_) 2025-10-14T10:15Z 121.1K followers, 29K engagements


"@Brock_Capital @TFTC21 Retail has been a net seller of Bitcoin since 2023"  
[X Link](https://x.com/_Checkmatey_/status/1978172484798107677) [@_Checkmatey_](/creator/x/_Checkmatey_) 2025-10-14T18:54Z 121.1K followers, XX engagements


"Renaming Bitcoin Treasury Companies to Bitcoin Penny Stocks (it's a more factually correct name at this point). Brutal price charts can't imagine what turns them around tbh"  
[X Link](https://x.com/_Checkmatey_/status/1977764984105939347) [@_Checkmatey_](/creator/x/_Checkmatey_) 2025-10-13T15:54Z 121.1K followers, 49.5K engagements


"@dpasseto Greed"  
[X Link](https://x.com/_Checkmatey_/status/1978041435459854587) [@_Checkmatey_](/creator/x/_Checkmatey_) 2025-10-14T10:13Z 121.1K followers, XXX engagements


"Always appreciate you George. If I can leave you with an idea to ponder. No doubt Core stuffed up the PR on this one. But v30 isn't the 'end of Bitcoin hostile corruption' garbage that has been fed. The biggest risk to Bitcoin is that we have a brain drain of our rocket scientists that keep it alive. The attack I would launch as a state actor would be to go after those rocket scientists resulting in a brain drain when we actually have important work to do. It's not as bad as the Knots guys have made it out to be (not even in the same sport). Even if they goofed the execution. Have a good one"  
[X Link](https://x.com/_Checkmatey_/status/1977890603276067157) [@_Checkmatey_](/creator/x/_Checkmatey_) 2025-10-14T00:14Z 121K followers, XXX engagements

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@Checkmatey Avatar @Checkmatey _Checkmate ๐ŸŸ ๐Ÿ”‘โšกโ˜ข๏ธ๐Ÿ›ข๏ธ

Some Bitcoin investors and analysts are discussing the recent market trends and the impact of large-scale Bitcoin sales by certain firms. These firms may struggle to restart their operations if they don't have access to capital markets and instead have to sell their Bitcoin holdings. Meanwhile, Bitcoin's adoption and market structure continue to evolve, with milestones like its realized capitalization hitting $X trillion.

Engagements: XXXXXX #

Engagements Line Chart

  • X Week XXXXXXX +59%
  • X Month XXXXXXXXX +66%
  • X Months XXXXXXXXX -XX%
  • X Year XXXXXXXXXX +28%

Mentions: XX #

Mentions Line Chart

  • X Week XXX +54%
  • X Month XXX +192%
  • X Months XXX -XXXX%
  • X Year XXXXX +38%

Followers: XXXXXXX #

Followers Line Chart

  • X Week XXXXXXX +0.40%
  • X Month XXXXXXX +0.83%
  • X Months XXXXXXX +6.50%
  • X Year XXXXXXX +22%

CreatorRank: XXXXXXX #

CreatorRank Line Chart

Social Influence #


Social category influence cryptocurrencies #946 finance XXXX% exchanges #4552 countries XXXX% social networks XXXX% stocks XXXX% currencies XXXX%

Social topic influence bitcoin #452, mate #74, has been 0.71%, money 0.53%, coins #2629, $8k #5, exchanges #204, nasdaq #307, debt #979, stocks XXXX%

Top accounts mentioned or mentioned by @txmctrades @adam3us @checkonchain @j4ykl @bowtiedlobster @noufsmith @stephanlivera @seanclarke911 @80iqmindset @tftc21 @bitcminimalist @coryklippsten @bradmillscan @bitvolt @pg6z5gbt_u2rvl @bitc_minimalist @michaeldunwort1 @iiicapital @wclementeiii @shekisms

Top assets mentioned Bitcoin (BTC) Metaplanet Inc. (MTPLF)

Top Social Posts #


Top posts by engagements in the last XX hours

"@BowTiedLobster @dailydirtnap Ok so your case relies on Bitcoin going to $8k. Good luck with that"
X Link @Checkmatey 2025-10-17T03:11Z 121.1K followers, 1327 engagements

"Bitcoiners upset about gold. .looks just like Ethereans being upset about Bitcoin. Except the key difference is Bitcoin and gold are both serious assets worth owning"
X Link @Checkmatey 2025-10-16T21:15Z 121.1K followers, 33K engagements

"@Gfunkadelic22 @iBobbyShell @Square It should be yes. My experience to date is that it simply isn't. Keys wallets seed phrases exchanges. You just lose people every step of the way"
X Link @Checkmatey 2025-10-15T20:56Z 121.1K followers, XXX engagements

"A company that is X cents away from having to do a reverse stock split to stay listed on the NASDAQ. .wants to lever up their Bitcoin to keep trying. Capital incinerators"
X Link @Checkmatey 2025-10-07T12:40Z 121.1K followers, 41.6K engagements

"@J4YKL Dude.these stocks are down 95%. Objective failures and an incineration of shareholder capital"
X Link @Checkmatey 2025-10-13T19:27Z 121K followers, XXX engagements

"@pG6Z5GbT_U2rvL @WClementeIII Every major asset has options. Bitcoin isn't unique here and i think you're making big claims based off selective thinking"
X Link @Checkmatey 2025-10-16T08:25Z 121.1K followers, XX engagements

"@stephanlivera Why do they think they can get yields of X% when the market is saying it needs XX% for strategy bonds"
X Link @Checkmatey 2025-10-17T11:40Z 121.1K followers, 3454 engagements

"@Malikas_Friend @_checkonchain Not much. Instead I think markets are due a spasm more broadly and Bitcoin is simply the leading indicator. TradFi is ignoring it and making fun of it but in my eyes their stonks are about to get rekt if I am right"
X Link @Checkmatey 2025-10-17T00:57Z 121.1K followers, XXX engagements

"Bitcoin goes to $1M per coin. A Treasury Company with 5000 BTC now has $X Billion worth of collateral. In what world does this company have a snowballs chance in hell of making a dent in the fixed income market Scale is all that matters and the long tail isn't serious"
X Link @Checkmatey 2025-10-07T21:59Z 121.1K followers, 51.8K engagements

"Dunno man.kinds looks desperate. Treasury Company thesis they sold you: We will use financial engineering to acquire more Bitcoin. Reality: The stock price keeps falling we can't acquire more Bitcoin so we're going to try and prop up the stock price with our remaining cash"
X Link @Checkmatey 2025-10-02T06:08Z 121.1K followers, 34K engagements

"@BowTiedLobster @dailydirtnap If bitcoin goes to $8k mate it's probably heading to zero due to a fatal flaw. It doesn't go down there otherwise. If it does yes MSTR blows up. It's an uninvestable opinion"
X Link @Checkmatey 2025-10-17T05:01Z 121.1K followers, XXX engagements

"Jumping on a livestream with @timevalueofbtc in 1hr covering our view of Bitcoin the market after the recent market sell-off. We'll cover macro liquidity onchain analysis and the stream will end with a Q&A where you can ask us anything. Join here:"
X Link @Checkmatey 2025-10-14T20:43Z 121.1K followers, 20.6K engagements

"@AGratefulApe @OldMammoth69 @maxpower171 @upsilonresearch Who is going to lend money to a company that has a stock price which looks like this"
X Link @Checkmatey 2025-10-13T22:00Z 121K followers, XXX engagements

"Something feels off. Gut tells me markets are due some kind of spasm. Gold has already told us the trade after the trade (debasement). But Bitcoin is telling us it's a rocky road to get there. Full thoughts in this post"
X Link @Checkmatey 2025-10-14T10:40Z 121.1K followers, 58.3K engagements

"Folks the level of destruction in altcoins land is FTX grade. Coins have been shown to be no bid when the market makers switch off no serious investor can own them and it just nuked the few retail traders remaining If you think altseason is coming now Id suggest a rethink"
X Link @Checkmatey 2025-10-11T20:41Z 121.1K followers, 128.6K engagements

"@RogueSparhawk @J4YKL Honestly not really. Why would a company with 5k BTC ever be competitive Even at $1M per BTC that's only 5bil collateral.nothing vs the bond market Winner takes all market. The rest are grifts imho"
X Link @Checkmatey 2025-10-17T14:55Z 121.1K followers, XX engagements

"What's the actual problem mate That the company needs a constructive bitcoin price Obviously they are a bitcoin company. Arguing a move to 8k and staying there is a waste of time because the probabilities are insignificant. If you want to handicap is by less you need to justify that"
X Link @Checkmatey 2025-10-17T04:52Z 121.1K followers, XXX engagements

"@CivilBtcSaver @_checkonchain The recovery thus far has just been lacklustre. Spade a spade"
X Link @Checkmatey 2025-10-16T09:23Z 121.1K followers, XXX engagements

"Ok but can you please explain what kind of event needs to happen for this to be the case MSTRs cost basis is $75k but even if the price goes there and stays for a long time they can sit on their stack and do nothing for a long time. Their debt load is a fraction of that dude in a suit across the road's credit card. Lots of folks handwave 'its gonna implode' but haven't done 5-seconds of work to actually think through how or why"
X Link @Checkmatey 2025-10-17T01:07Z 121.1K followers, XXX engagements

"@BetruetoitUK @Jethroe111 You've misunderstood. Nothing you can do today on Bitcoin is different post v30. You could submit and have mined all sorts of non standard transactions before v30. v30 has not changed anything in terms of that balance"
X Link @Checkmatey 2025-10-14T10:16Z 121.1K followers, XX engagements

"Bitcoiners are sitting on $XXX Trillion worth of unrealised profit based on the acquisition price of their onchain BTC. Berkshire Hathaway's Market Cap is $X Trillion. Rat poison squared. GG"
X Link @Checkmatey 2025-10-03T01:23Z 121.1K followers, 58.6K engagements

"ONE HUNDRED AND EIGHTY NINE THOUSAND SNAG SIZZLING ROO BOXING SHARK CIRCLING DRIZABONE WEARING CRIKEY COINS PER BITCOIN"
X Link @Checkmatey 2025-10-06T19:46Z 121.1K followers, 21.7K engagements

"@DominicFrisby @PeterMcCormack @AyoCaesar Wrong region of France"
X Link @Checkmatey 2025-10-17T07:58Z 121.1K followers, XXX engagements

"@coryklippsten @Tahoe_BTC @J4YKL We will see mate because the stock ticker right now says you're bluffing here"
X Link @Checkmatey 2025-10-14T01:30Z 121.1K followers, 3579 engagements

"@shekisms Were you disappointed by the 150%+ gains in 2023 and 2024 whilst gold went up XXX% over that entire period"
X Link @Checkmatey 2025-10-16T21:23Z 121.1K followers, XXX engagements

"The modern altseason is a recognition that it's probably over for altcoins"
X Link @Checkmatey 2025-10-17T20:23Z 121.1K followers, 1211 engagements

"On The Cusp My latest piece is out for @_checkonchain subscribers examining the Bitcoin bear case. Link in tweet below"
X Link @Checkmatey 2025-10-16T09:14Z 121.1K followers, 53.8K engagements

"@TXMCtrades @WClementeIII I can trade the 'physical' with you from my desk in australia to your couch in america. I can secure it via multisig to ensure it is safe and could even have spending conditions for inheritance. I could leave my country with all of my wealth and no metal detector would know"
X Link @Checkmatey 2025-10-16T18:28Z 121.1K followers, 4388 engagements

"Every trader and investor in the world will be watching the Bitcoin price all weekend to see what their portfolio will do on Monday morning"
X Link @Checkmatey 2025-10-10T23:37Z 121.1K followers, 64.7K engagements

"@BetruetoitUK @Jethroe111 The p2p relay network is unaffected by v30 mate. Motivated actors already circumvent it because the p2p layer is BY DESIGN easy to circumvent filters. Else censorship would be trivial. The market did this in response to the incentives mate not core"
X Link @Checkmatey 2025-10-14T10:20Z 121.1K followers, XX engagements

"@supplyshocks @nicoffx Once again Ponzi ADJACENT"
X Link @Checkmatey 2025-10-06T21:47Z 121.1K followers, XXX engagements

"@BTCsponge The toggle is fine. It's the humans interacting with it that are the problem. The IQ bell curve is far more to the left than you'd hope for"
X Link @Checkmatey 2025-10-15T19:34Z 121.1K followers, XXX engagements

"After FTX imploded I will never forget the feeling of: 'Price is down but my Bitcoin is in cold storage. A nuisance but I'm fine lost nothing and price will come back in no time'. Exact same feeling right now. Be cautious but old wisdom applies: Stay humble stack sats"
X Link @Checkmatey 2025-10-12T02:48Z 121.1K followers, 64.6K engagements

"Imagine the average person navigating the UX. Imagine the average employee navigating the technical issues. Imagine the CEO of a supermarket entertaining such an idea for a primarily GenPop facing big business. Start with your local pizzeria or the kids lemonade stand"
X Link @Checkmatey 2025-10-15T19:25Z 121.1K followers, 23.1K engagements

"@divine93086379 @shekisms XXX% in two back to back years and XXX% since cycle low vs XXX% over two years after decades of going nowhere. Please"
X Link @Checkmatey 2025-10-17T00:37Z 121.1K followers, XX engagements

"@HodlOutForAHero @WClementeIII Bitcoin has returned -XX% or more many times and then proceeded to be the best asset for several years that follow. One year is not every year. By the way what's the current YoY return If you drop January as an arbitrary start"
X Link @Checkmatey 2025-10-16T08:27Z 121.1K followers, XXX engagements

"@MorongoMongrel @Jethroe111 Core isn't a company mate. It's a bunch of contributors around the world who work tirelessly on Bitcoin. It's far more likely they seed discontent amongst folks who have little technical knowledge and form an incoherent mob"
X Link @Checkmatey 2025-10-14T07:27Z 121K followers, XX engagements

"@Tahoe_BTC @J4YKL @coryklippsten There will be for a couple of them. Many are finished"
X Link @Checkmatey 2025-10-14T00:09Z 121K followers, XXX engagements

"@pG6Z5GbT_U2rvL @WClementeIII I understand RVol is down mate but that was true long before the options went live arguably as far back as May 2023"
X Link @Checkmatey 2025-10-16T08:38Z 121.1K followers, XX engagements

"@MacroBrewPod @OnrampBitcoin @_checkonchain I did its early morning and i have a X week old son. Cut me some slack"
X Link @Checkmatey 2025-10-17T16:43Z 121.1K followers, XX engagements

"@IIICapital Or Bitcoin was sending a warning signal to trad markets and they ignored it"
X Link @Checkmatey 2025-10-16T18:31Z 121.1K followers, 2245 engagements

"@BTCsponge Yes indeed. This is the unfortunate UX problem"
X Link @Checkmatey 2025-10-15T21:39Z 121.1K followers, XX engagements

"Gravity is toward 1"
X Link @Checkmatey 2025-10-14T09:56Z 121.1K followers, 28.8K engagements

"Sure but why is NVDA volatile with a huge options market Why is gold volatile right now with a huge options market Why is Bitcoin dead now and none of them are It's an incomplete argument based on a very very short window and selective thinking imho Options change stuff for sure have written to that effect. But apply it equally"
X Link @Checkmatey 2025-10-16T08:32Z 121.1K followers, XXX engagements

"@pG6Z5GbT_U2rvL @WClementeIII Have been writing about them for some time in comparison to gold no less"
X Link @Checkmatey 2025-10-16T08:02Z 121.1K followers, XXX engagements

"@J4YKL @Tahoe_BTC @coryklippsten Sorry TCos are not Bitcoin in 2010. They are zombie companies taken over by a bunch of people who wanted to get an insider deal and dump their stock on retail"
X Link @Checkmatey 2025-10-14T00:15Z 121K followers, XXX engagements

"@pG6Z5GbT_U2rvL @WClementeIII This is a silly argument because every asset has options markets mate"
X Link @Checkmatey 2025-10-16T08:24Z 121.1K followers, XX engagements

"@Shinobicryp Get outta here mate you're adding nothing to the conversation"
X Link @Checkmatey 2025-10-11T00:33Z 121.1K followers, XXX engagements

"@J4YKL I'm a Bitcoin analyst I look at all sectors of the market. I'm muting you btw this conversation has been too low signal for me to repeat it"
X Link @Checkmatey 2025-10-17T16:45Z 121.1K followers, XX engagements

"@BTCsponge Honest question how many people who are not hardcore Bitcoiners have you helped try out a wallet I've managed to get 4-5 of my friends to buy and hold Bitcoin casually and in XXX% of cases I had to adopt an uncle Jim model because they found the wallet overwhelming"
X Link @Checkmatey 2025-10-15T20:37Z 121.1K followers, XXX engagements

"@WClementeIII Dude one year doesn't change a single thing. We just had two back to back 110%+ years for Bitcoin. Bitcoin underperformed gold in every bear market year and nobody except Peter Schiff has ever had this thought"
X Link @Checkmatey 2025-10-16T07:37Z 121.1K followers, 6617 engagements

"@shekisms Gotta have fun it's what this app is good for"
X Link @Checkmatey 2025-10-16T21:47Z 121.1K followers, XX engagements

"@Avik Disagree it ensures they waste capital NOT growing their BTC stack to become large enough to be relevant. In which case they condemn themselves to be irrelevant"
X Link @Checkmatey 2025-10-03T07:22Z 121.1K followers, XXX engagements

"The Bitcoin Realised Cap just hit $X Trillion This is the ultimate metric for adoption as it captures the wealth and capital saved in BTC. An absolutely massive milestone"
X Link @Checkmatey 2025-07-17T23:32Z 121.1K followers, 151.6K engagements

"@BtCelectrician Gotta stay above $X to stay listed on the NASDAQ sir"
X Link @Checkmatey 2025-10-16T21:06Z 121.1K followers, XXX engagements

"On The Cusp"
X Link @Checkmatey 2025-10-16T09:14Z 121.1K followers, 17.9K engagements

"In case it wasn't already obvious shitcoins were a ZIRP phenomena. Just like the gold/silver ratio isn't heading back down to XX Bitcoin dominance is also in a forever uptrend"
X Link @Checkmatey 2025-10-11T03:22Z 121K followers, 59.8K engagements

"@Fartegy There is no value transfer mechanism from RWA to crypto tokens"
X Link @Checkmatey 2025-10-11T21:21Z 121.1K followers, 4438 engagements

"@MSTRStrategy No mate when you destroy shareholder capital like this you failed as a business"
X Link @Checkmatey 2025-10-13T16:00Z 121K followers, 1126 engagements

"Mate if we're really honest here some of these Treasury Company hit all time lows AFTER the Bitcoiners came onboard Any other chart that looks like that would be classified as a shitcoin. They have no tools to dig out of the holes they are in. Too small too rekt too distressed"
X Link @Checkmatey 2025-10-13T19:30Z 121K followers, 1918 engagements

"Bitcoin tagging fresh ATHs and lots of Treasury companies are setting new local lows. The -XX% Bitcoin bear markets of old will be in stock tickers and not the underlying"
X Link @Checkmatey 2025-10-06T20:02Z 121.1K followers, 109.5K engagements

"@dailydirtnap As a prudent analyst you've surely thought about this and would perhaps care to expand on exactly how this plays out What is the threshold that needs to be reached such that MSTR blows up What needs to happen in your opinion"
X Link @Checkmatey 2025-10-17T00:50Z 121.1K followers, 19.1K engagements

"@BowTiedLobster @dailydirtnap It's not about not possible. Anything is possible. It's so improbable it's uninvestable and a waste of time. We could debate the implications of the meteor strike too but it's unproductive"
X Link @Checkmatey 2025-10-17T05:10Z 121.1K followers, XXX engagements

"@stephanlivera @SymesCalvin Thanks mate. I also couldn't care less about clicks has never been the thing that motivates me"
X Link @Checkmatey 2025-10-14T04:53Z 121K followers, 1263 engagements

"@Henry_20XX Probably not"
X Link @Checkmatey 2025-10-11T04:00Z 121K followers, 1344 engagements

"@MacroBrewPod @cantonrd Why would they Costs a bunch of money to acquire and rollup another business. Just buy the BTC"
X Link @Checkmatey 2025-10-13T19:13Z 121K followers, XXX engagements

"No mate your point requires a drawdown in Bitcoin that we have never seen. Not even in 2012 did we see such an event. Volatility has been XX% since 2023 and you're looking for a XX sigma increase to it. The problem with your case is not that 8k wouldn't kill MSTR it would. The problem is that your condition is so improbable and comes with zero explanation as to what would cause this XX sigma event that it's nonsensical to argue. Your basis is retarded and your behaviour even more so"
X Link @Checkmatey 2025-10-17T20:28Z 121.1K followers, XX engagements

"@Du_Bi_Bo @Jethroe111 Yes and purely to receive and validate my coins. Doing my part having a node running the Bitcoin consensus rules"
X Link @Checkmatey 2025-10-13T22:31Z 121K followers, XXX engagements

"@wholisticguy Truthfully I don't care about central banks buying Bitcoin I'd rather they didn't. In fact I'd like to replace central banks with Bitcoin"
X Link @Checkmatey 2025-10-17T00:59Z 121.1K followers, XXX engagements

"@Rob_Gustof @shekisms Which were after massive gains. The old 'time in the market' thing that every good investor knows about"
X Link @Checkmatey 2025-10-16T21:26Z 121.1K followers, XX engagements

"I'm quite sure it isn't that simple. Employees at a supermarket are not going to be equipped to use the tech. the customers certainly are not going to be equipped. It would be used so infrequently that any 'training' would be forgotten. Every bug would be a nightmare. 'but I want a refund I sent to the wrong address.the cashier stole my money.' Reality of GenPop makes this impractical and unrealistic"
X Link @Checkmatey 2025-10-15T20:40Z 121.1K followers, XXX engagements

"@TXMCtrades @WClementeIII There will always be node runners because people are self interested. Gold needs vaults and that's just so impractical. Bitcoin is far superior to gold. I own both and it only added to my conviction of that (perhaps more than anything else actually)"
X Link @Checkmatey 2025-10-16T18:43Z 121.1K followers, 1015 engagements

"It will be reverse stock split season for TCos very soon"
X Link @Checkmatey 2025-10-16T19:26Z 121.1K followers, 46.8K engagements

"@J4YKL Ive already been right mate I said mnavs would compress to X in November"
X Link @Checkmatey 2025-10-13T19:18Z 121K followers, XXX engagements

"@Tahoe_BTC @J4YKL @coryklippsten The inverse of the hype phase is the bear market.and BTC is X% off the ATH"
X Link @Checkmatey 2025-10-14T00:04Z 121K followers, XXX engagements

"The stock price going up is the only thing investors care about whether vs USD or BTC (whatever their benchmark is) There is no other success metric for Treasury Companies. BTC per share mNAV are all just metrics to help you define whether the price is expensive or cheap fin"
X Link @Checkmatey 2025-10-14T10:15Z 121.1K followers, 29K engagements

"@Brock_Capital @TFTC21 Retail has been a net seller of Bitcoin since 2023"
X Link @Checkmatey 2025-10-14T18:54Z 121.1K followers, XX engagements

"Renaming Bitcoin Treasury Companies to Bitcoin Penny Stocks (it's a more factually correct name at this point). Brutal price charts can't imagine what turns them around tbh"
X Link @Checkmatey 2025-10-13T15:54Z 121.1K followers, 49.5K engagements

"@dpasseto Greed"
X Link @Checkmatey 2025-10-14T10:13Z 121.1K followers, XXX engagements

"Always appreciate you George. If I can leave you with an idea to ponder. No doubt Core stuffed up the PR on this one. But v30 isn't the 'end of Bitcoin hostile corruption' garbage that has been fed. The biggest risk to Bitcoin is that we have a brain drain of our rocket scientists that keep it alive. The attack I would launch as a state actor would be to go after those rocket scientists resulting in a brain drain when we actually have important work to do. It's not as bad as the Knots guys have made it out to be (not even in the same sport). Even if they goofed the execution. Have a good one"
X Link @Checkmatey 2025-10-14T00:14Z 121K followers, XXX engagements

@_Checkmatey_
/creator/twitter::_Checkmatey_