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[@_Checkmatey_](/creator/twitter/_Checkmatey_)
"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 121.4K followers, 55.7K engagements


"Honest question -- is this actually different than any other L2 system you folks have attached to Ethereum Tempo isn't an L2 but for years you guys claimed 'Ethereum' (the blockchain) was scaling and winning because the EVM was used. Issue is it really doesn't translate into value capture for ETH (the asset) no matter which way you slice it"  
[X Link](https://x.com/_Checkmatey_/status/1979308222524854412) [@_Checkmatey_](/creator/x/_Checkmatey_) 2025-10-17T22:07Z 121.4K followers, 6731 engagements


"@C255Josh Most people don't use DEXs mate. This idea that people actually want that UX is very misguided"  
[X Link](https://x.com/_Checkmatey_/status/1979346477945360433) [@_Checkmatey_](/creator/x/_Checkmatey_) 2025-10-18T00:39Z 121.4K followers, XXX engagements


"@BTC_Negotiator @stephanlivera There is only one GIF suitable enough to reply with"  
[X Link](https://x.com/_Checkmatey_/status/1979996536290586825) [@_Checkmatey_](/creator/x/_Checkmatey_) 2025-10-19T19:42Z 121.4K followers, XX engagements


"Bitcoin is at Peak HODL. You're not bullish enough. My latest for @_checkonchain subscribers is live link below"  
[X Link](https://x.com/_Checkmatey_/status/1939826754086121536) [@_Checkmatey_](/creator/x/_Checkmatey_) 2025-06-30T23:21Z 121.2K followers, 19.7K 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 121.3K followers, 51.9K engagements


"@MacroCRG There are no real bidders that's why. The veil of 'value' has been pulled you just have to allow yourself to see it"  
[X Link](https://x.com/_Checkmatey_/status/1976852252230139960) [@_Checkmatey_](/creator/x/_Checkmatey_) 2025-10-11T03:27Z 121.2K followers, 8837 engagements


"@McKayResearch @hawaiianize 'Once' is really doing the most lifting there"  
[X Link](https://x.com/_Checkmatey_/status/1976860787592560891) [@_Checkmatey_](/creator/x/_Checkmatey_) 2025-10-11T04:01Z 121.2K followers, XX 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 121.2K followers, 64.7K 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 121.2K followers, 29.1K 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 121.2K followers, 20.7K 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 121.2K followers, XXX 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 121.2K followers, 4480 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 121.2K followers, 2260 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 121.2K followers, 1035 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 121.2K followers, XXX 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 121.2K 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 121.2K followers, XX 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 121.2K followers, XX 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 121.2K followers, XX 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 121.2K 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 121.2K 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 121.2K followers, XXX 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 121.2K followers, XXX 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 121.2K followers, XXX 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 121.2K followers, XXX engagements


"@DominicFrisby @PeterMcCormack @AyoCaesar Wrong region of France"  
[X Link](https://x.com/_Checkmatey_/status/1979094554252050569) [@_Checkmatey_](/creator/x/_Checkmatey_) 2025-10-17T07:58Z 121.2K followers, XXX 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 121.2K followers, 3922 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 121.2K 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 121.2K followers, XX 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 121.3K followers, XXX 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 121.4K followers, 58.6K engagements


"@Henry_20XX Probably not"  
[X Link](https://x.com/_Checkmatey_/status/1976860501092237807) [@_Checkmatey_](/creator/x/_Checkmatey_) 2025-10-11T04:00Z 121.4K followers, 1351 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 121.4K followers, 5014 engagements


"@Croesus_BTC This is true. Hard to grow when the stock has no premium and the firm isn't big enough to properly execute financial engineering"  
[X Link](https://x.com/_Checkmatey_/status/1975749761153036757) [@_Checkmatey_](/creator/x/_Checkmatey_) 2025-10-08T02:27Z 121.3K followers, 4082 engagements


"@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 121.4K followers, 10.9K engagements


"@IIICapital What on earth is 'digital credit' Must be a new Saylorism"  
[X Link](https://x.com/_Checkmatey_/status/1979281759046173124) [@_Checkmatey_](/creator/x/_Checkmatey_) 2025-10-17T20:21Z 121.3K followers, 3285 engagements


"@IIICapital And how does this differ to 'analog credit' backed by any other asset most of which are not physical either"  
[X Link](https://x.com/_Checkmatey_/status/1979282763846160526) [@_Checkmatey_](/creator/x/_Checkmatey_) 2025-10-17T20:25Z 121.4K followers, 1922 engagements


"@Digital_Energy_ @IIICapital Sure but the credit is no more digital than any other credit instrument"  
[X Link](https://x.com/_Checkmatey_/status/1979303711894835516) [@_Checkmatey_](/creator/x/_Checkmatey_) 2025-10-17T21:49Z 121.3K followers, XXX 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 121.4K followers, 49.6K 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 121.4K followers, 34K 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 121.4K followers, 64.9K 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 121.4K followers, 128.8K 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 121.4K 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 121.4K followers, 3592 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 121.4K followers, 58.4K 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 121.4K followers, 23.4K engagements


"On The Cusp"  
[X Link](https://x.com/_Checkmatey_/status/1978751377699463679) [@_Checkmatey_](/creator/x/_Checkmatey_) 2025-10-16T09:14Z 121.4K followers, 18.9K 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 121.4K followers, 47.4K 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 121.4K followers, 34K 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 121.4K followers, 21.7K 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 121.4K followers, 39.6K engagements


"8k is a XXXX% correction. Never been seen before even when Bitcoin was trading for dollars. It's such a silly comment for a $2.5T asset which is totally out of line with any estimate of volatility price action and historical precedent. You then repeat back to me that I'm the intellectually dishonest one. You're wasting my time and I don't appreciate it"  
[X Link](https://x.com/_Checkmatey_/status/1979285755488014794) [@_Checkmatey_](/creator/x/_Checkmatey_) 2025-10-17T20:37Z 121.4K followers, XXX engagements


"@SantaT27 @RyanSAdams The blockchain will persist but the asset token is highly overvalued"  
[X Link](https://x.com/_Checkmatey_/status/1979374952525762569) [@_Checkmatey_](/creator/x/_Checkmatey_) 2025-10-18T02:32Z 121.4K followers, XXX engagements


"@stephanlivera This debate has collectively made Bitcoiners dumber. And not by a small magnitude but a true and complete erasure of IQ points at a scale I have not seen in all my time in this asset. And let's face it Bitcoiners have said plenty of some dumb shit over the years"  
[X Link](https://x.com/_Checkmatey_/status/1979854034862477434) [@_Checkmatey_](/creator/x/_Checkmatey_) 2025-10-19T10:16Z 121.4K followers, 3342 engagements


"The sheer volume of sell-side pressure from existing Bitcoin holders is **still** not widely appreciated but it has been THE source of resistance. Not manipulation not paper Bitcoin not suppression. Just good old fashioned sellers. Also it won't become irrelevant"  
[X Link](https://x.com/_Checkmatey_/status/1980000545336381835) [@_Checkmatey_](/creator/x/_Checkmatey_) 2025-10-19T19:58Z 121.4K followers, 155.5K engagements


"@jared97095258 Don't fall for it mate no that is not what is happening"  
[X Link](https://x.com/_Checkmatey_/status/1980001855603409041) [@_Checkmatey_](/creator/x/_Checkmatey_) 2025-10-19T20:03Z 121.4K followers, 8463 engagements


"@Jopo550 @BitTintin Imagine HODLing Bitcoin from 2013. You have several tens to hundreds of millions in net worth. You rotate 10-20% out into dividend paying stocks. And never have to worry about income every again and HODL the rest of your stack. Very very logical"  
[X Link](https://x.com/_Checkmatey_/status/1980027970757738659) [@_Checkmatey_](/creator/x/_Checkmatey_) 2025-10-19T21:47Z 121.4K followers, 2006 engagements


"@WaldmanRett"  
[X Link](https://x.com/_Checkmatey_/status/1980028162244558954) [@_Checkmatey_](/creator/x/_Checkmatey_) 2025-10-19T21:47Z 121.4K followers, 1981 engagements


"@Yossari42739801 $XXX Billion with $77B being over the last 30-days. This is upper bound because not every spend is a sale but a significant number are"  
[X Link](https://x.com/_Checkmatey_/status/1980050354613162483) [@_Checkmatey_](/creator/x/_Checkmatey_) 2025-10-19T23:16Z 121.4K followers, XXX engagements


"@Bank__28 Dunno you'd have to ask them"  
[X Link](https://x.com/_Checkmatey_/status/1980065440639668442) [@_Checkmatey_](/creator/x/_Checkmatey_) 2025-10-20T00:16Z 121.4K followers, XXX engagements