#  @_Checkmatey_ _Checkmate 🟠🔑⚡☢️🛢️ 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 $1 trillion. ### Engagements: [------] [#](/creator/twitter::951920334831173632/interactions)  - [--] Week [---------] -51% - [--] Month [---------] +1,462% - [--] Months [---------] +32% - [--] Year [----------] +2.50% ### Mentions: [--] [#](/creator/twitter::951920334831173632/posts_active)  - [--] Week [--] -35% - [--] Month [---] +304% - [--] Months [---] +27% - [--] Year [-----] -7% ### Followers: [-------] [#](/creator/twitter::951920334831173632/followers)  - [--] Week [-------] +0.38% - [--] Month [-------] +2.50% - [--] Months [-------] +6.40% - [--] Year [-------] +15% ### CreatorRank: [-------] [#](/creator/twitter::951920334831173632/influencer_rank)  ### Social Influence **Social category influence** [cryptocurrencies](/list/cryptocurrencies) #1454 [finance](/list/finance) 27.08% [technology brands](/list/technology-brands) 2.78% [automotive brands](/list/automotive-brands) 2.08% [social networks](/list/social-networks) 2.08% [exchanges](/list/exchanges) 1.39% [stocks](/list/stocks) 1.39% [currencies](/list/currencies) 1.39% [countries](/list/countries) 0.69% [fashion brands](/list/fashion-brands) 0.69% **Social topic influence** [bitcoin](/topic/bitcoin) #636, [$btc](/topic/$btc) 11.81%, [this is](/topic/this-is) 8.33%, [in the](/topic/in-the) 6.94%, [sats](/topic/sats) 6.25%, [cycle](/topic/cycle) 4.86%, [at a](/topic/at-a) 4.86%, [gold](/topic/gold) 4.17%, [history](/topic/history) 4.17%, [if you](/topic/if-you) 4.17% **Top accounts mentioned or mentioned by** [@caprioleio](/creator/undefined) [@_checkonchain](/creator/undefined) [@checkonchain](/creator/undefined) [@browniebrewbit](/creator/undefined) [@checkmatey](/creator/undefined) [@bitc_minimalist](/creator/undefined) [@fuzzygreysocks](/creator/undefined) [@tftc21](/creator/undefined) [@ovihood](/creator/undefined) [@btcmaxirh](/creator/undefined) [@plebmate](/creator/undefined) [@beckerbitcoin](/creator/undefined) [@intocryptoverse](/creator/undefined) [@adam3us](/creator/undefined) [@donnellybrent](/creator/undefined) [@markyusko](/creator/undefined) [@martybent](/creator/undefined) [@freddienew](/creator/undefined) [@misterleehodl](/creator/undefined) [@mekowalski](/creator/undefined) **Top assets mentioned** [Bitcoin (BTC)](/topic/bitcoin) [Ethereum (ETH)](/topic/ethereum) [Gas (GAS)](/topic/$gas) [Caught in 4K (4K)](/topic/$4k) ### Top Social Posts Top posts by engagements in the last [--] hours "Bitcoin has become one of the most hated assets over the last 12-months. If you're concocting your bear thesis today you're doing it wrong. There has never been a more bullish setup for bitcoin. A market can only rise sharply when most expect it to be dead. Few understand this. There has never been a more bullish setup for bitcoin. A market can only rise sharply when most expect it to be dead. Few understand this" [X Link](https://x.com/_Checkmatey_/status/2020802967419355526) 2026-02-09T10:12Z 127K followers, 47K engagements "This. QC keeps some capital away but this argument that gold is up and Bitcoin is down because of it just isn't it. Gold has a bid because sovereigns are buying it in place of treasuries. The trend has been in place since [----] and accelerates after Feb-22. Bitcoin saw sell-side from HODLers in [----] which would have killed every prior bull thrice over and then once more. Yes we should have QC plans in place. But attributing price being down to it as a primary factor is akin to blaming market manipulation for red candles and declining exchange balances for green ones. @nic_carter While I agree" [X Link](https://x.com/_Checkmatey_/status/2013888547162628369) 2026-01-21T08:17Z 126.9K followers, 75.7K engagements "Where is the bottom of this Bitcoin bear My latest analysis piece is out for @_checkonchain subscribers assessing this question from a probabilistic standpoint. We're looking for the price levels that represent maximum opportunity" [X Link](https://x.com/_Checkmatey_/status/2015885393376510444) 2026-01-26T20:31Z 127K followers, 14.4K engagements "Ok own up which of you bought a gold coin There are Bitcoiners out there who couldn't handle six months of gold going up. Their conviction melted as they watched gold have what is a normal positive year for the corn (after Bitcoin had two of them back to back btw). Peter Schiff has felt like this for 17-years and will There are Bitcoiners out there who couldn't handle six months of gold going up. Their conviction melted as they watched gold have what is a normal positive year for the corn (after Bitcoin had two of them back to back btw). Peter Schiff has felt like this for 17-years and will" [X Link](https://x.com/_Checkmatey_/status/2017177042773750169) 2026-01-30T10:04Z 126.7K followers, 25K engagements "@DennisMFlowers Is the question why doesn't Strategy manipulate the market lower to get a better fill My core view is they just need to audit their fills for the last 5yrs and hire a better analysis and execution team because the track record isn't great. Buy supply air-pockets" [X Link](https://x.com/_Checkmatey_/status/2017368985105580332) 2026-01-30T22:47Z 126.6K followers, [---] engagements "@intocryptoverse $65k currently. However that will shift as top buyers capitulate and lower the cost basis of the buyer which makes $70k very interesting" [X Link](https://x.com/_Checkmatey_/status/2017400974701408268) 2026-01-31T00:54Z 126.6K followers, 27.1K engagements "Sit back turn the daily DCA on and enjoy the ride folks. Bear markets transfer assets from the impatient to the patient. Bear markets end and the trick is not to lose interest right when the market presents the period of maximum opportunity We're closing in on that period" [X Link](https://x.com/anyuser/status/2018172493656441300) 2026-02-02T03:59Z 127K followers, 41.5K engagements "@jordanpdupont Rough time == period of maximum opportunity" [X Link](https://x.com/_Checkmatey_/status/2018181755644358700) 2026-02-02T04:36Z 126.7K followers, [---] engagements "It's a bear market. We're much closer to the bottom than the top. It probably takes a while to form the low. Markets likely want to flush some excess. Be a patient buyer not a panic seller. Don't use leverage. Use probabilities to your advantage. https://newsletter.checkonchain.com/p/leaking-lower https://newsletter.checkonchain.com/p/leaking-lower" [X Link](https://x.com/_Checkmatey_/status/2018197877294854361) 2026-02-02T05:40Z 126.7K followers, 119.9K engagements "The fear is becoming palpable. The excuse narratives are in full form. Closer than you think" [X Link](https://x.com/_Checkmatey_/status/2018810509722816584) 2026-02-03T22:15Z 126.7K followers, 63.1K engagements "@browniebrewbit @bramk @_DannyKnowles Love to hear this mate. Markets are easier to navigate when you can visualise what's going on beneath the hood" [X Link](https://x.com/_Checkmatey_/status/2019140621810954690) 2026-02-04T20:06Z 127K followers, [---] engagements "We're near the bottom of hope. That usually comes before the actual price bottom and then the forming of a resilient base which has a history of taking anywhere from [--] months to [--] months to [--] day. All that is to say we cannot know and any guess is just a guess (and thus worth very little). Like a herd of bison turn into the storm and run through it. We don't know how big the storm is only that there is a back-side to it. Keep pushing through it" [X Link](https://x.com/_Checkmatey_/status/2019145248019214604) 2026-02-04T20:25Z 126.6K followers, 23.4K engagements "Have you ever tried to sell half a gold coin No you need silver coins for smaller payments. Right so I need to hold an industrial metal and trade in/out of the silver-gold exchange rate in order to save in smaller amounts Yes. .and I have to send it to you by mail or in person I can't use the internet to transfer it It's [----] . .so I ended up cutting my gold coin in half (dealer said they'd pay scrap 15% below spot) but only the outside was gold and the middle was grey. Why is that .aaaaand it's gone. https://twitter.com/i/web/status/2019212944035479747" [X Link](https://x.com/_Checkmatey_/status/2019212944035479747) 2026-02-05T00:54Z 126.9K followers, 35.6K engagements "A thought to ponder. 2023-26 shares more in common with 2019-20 than it does with 2021-22. Enjoy. Some hopium or random thoughts. Still think this was the first bear cycle for crypto. Even though BTC made new highs. Thats why it also is different from a topping perspective. We just had a tonne of positive developments and a flood of capital that offset it somewhat. Some hopium or random thoughts. Still think this was the first bear cycle for crypto. Even though BTC made new highs. Thats why it also is different from a topping perspective. We just had a tonne of positive developments and a" [X Link](https://x.com/_Checkmatey_/status/2019236832593211715) 2026-02-05T02:29Z 126.7K followers, 38.6K engagements "One thing I have not seen enough of in the quantum debate are reference pieces where Quantum Computers are demonstrably solving more complex problems. I see a lot of 'it's coming and it's dangerous' concern but not enough evidence to substantiate the claims. I understand the 'this agency and this smart dude are worried' arguments. I'd love to see more debate around the 'this is the actual measured progress being made' side of the equation. It is surely out there right Very interested to see references describing the state of the art and this is why it is a growing risk" [X Link](https://x.com/_Checkmatey_/status/2019240979442844075) 2026-02-05T02:45Z 126.7K followers, 20.1K engagements "Has a quantum computer ever successfully run Shor's algorithm Is there an example where the specific algorithm that breaks ECDSA has been successfully run on a lower security obsolete cryptographic scheme" [X Link](https://x.com/_Checkmatey_/status/2019358325322969191) 2026-02-05T10:31Z 126.9K followers, 60.1K engagements "@adam3us The best I have been able to establish is the reason claimed is they need all of the qubits to calm the noise leaving none to run the computation. All about that nine nines fidelity" [X Link](https://x.com/_Checkmatey_/status/2019364946073776191) 2026-02-05T10:58Z 126.9K followers, [----] engagements "Remember when everyone became a silverbug for a week That was fun" [X Link](https://x.com/_Checkmatey_/status/2019370675857973613) 2026-02-05T11:21Z 126.7K followers, 25.6K engagements "Markets like life are not fair. I recommend never assuming they ever will be" [X Link](https://x.com/_Checkmatey_/status/2019375800127226362) 2026-02-05T11:41Z 126.9K followers, 48.6K engagements "@donnelly_brent @MarkYusko Yes I absolutely love how stablecoins buy me 50% less of the thing I am saving to buy since [----]. Really sucks that Bitcoin buys me 5x more of that thing over the same period. Cherry pick any time window suitable for a long duration savings asset and the point holds" [X Link](https://x.com/_Checkmatey_/status/2019988252657352905) 2026-02-07T04:15Z 126.6K followers, [---] engagements "RT @MartyBent: If you're looking for some sober analysis of the bitcoin market right now there's no one more high signal than @_Checkmatey_" [X Link](https://x.com/_Checkmatey_/status/2020278446149235080) 2026-02-07T23:28Z 127K followers, [--] engagements "@donnelly_brent @MarkYusko Is it You sure I can also check given brokerage fees are significantly higher for monthly DCA amounts into stonks that BTC. I've been a serious BTC accumulator since the [----] low and the facts are QQQs have underperformed over my investing window significantly" [X Link](https://x.com/_Checkmatey_/status/2020280206632854015) 2026-02-07T23:35Z 126.6K followers, [---] engagements "Headlines you don't see at market tops. Bitcoin is still about $69000 too high https://t.co/CNrgxl2vEE opinion Bitcoin is still about $69000 too high https://t.co/CNrgxl2vEE opinion" [X Link](https://x.com/_Checkmatey_/status/2020418779734491475) 2026-02-08T08:45Z 127K followers, 48.6K engagements "@knutsvanholm Not how Bitcoin soft forks work. The onus is on the ones proposing the change to obtain overwhelming consensus" [X Link](https://x.com/_Checkmatey_/status/2020435919921422846) 2026-02-08T09:53Z 126.7K followers, [----] engagements "@freddienew Truthfully I hope they keep adjusting it as we go higher. They will run out of space on the second line eventually" [X Link](https://x.com/_Checkmatey_/status/2020613091688591512) 2026-02-08T21:37Z 126.7K followers, [---] engagements "@MisterLeeHODL Welcome aboard mate. Onchain data is perfectly valid. Like all tools the skill of the operator is what makes the difference between great and not-so-great construction. Never trust an analyst who blames their tools rather than their hands" [X Link](https://x.com/_Checkmatey_/status/2020614201186889945) 2026-02-08T21:42Z 127K followers, [----] engagements "Serious question -- What threshold does Bitcoin need to reach (any metric you want) for you to reconsider your bias How large does the asset need to become How many ATH breaks need to be made How many years of existence What is the threshold at which you ask if you missed something https://twitter.com/i/web/status/2020725109032616128 https://twitter.com/i/web/status/2020725109032616128" [X Link](https://x.com/_Checkmatey_/status/2020725109032616128) 2026-02-09T05:03Z 126.9K followers, 20.8K engagements "@MEKowalski Imagine thinking that's a bear case" [X Link](https://x.com/_Checkmatey_/status/2021052323246797285) 2026-02-10T02:43Z 126.8K followers, [---] engagements "@caprioleio Imagine the workload costs and risks of acquiring and unwinding [--] defunct public companies" [X Link](https://x.com/_Checkmatey_/status/2021083849539866740) 2026-02-10T04:48Z 126.9K followers, 11.4K engagements "@TailEdging Great to have you on the team. Truth is I actually don't consume any other analyst content with respect to Bitcoin. I find it clouds my judgement. I prefer to focus on what I see in front of me and trust my own PoW" [X Link](https://x.com/_Checkmatey_/status/2021092863053041840) 2026-02-10T05:24Z 126.8K followers, [---] engagements "If one believes Bitcoin isn't dead and headed to zero. And one also understands markets are mean reverting (Bitcoin especially). And one can select any number of technical trend onchain anchors around which the Bitcoin market oscillates. Then the statistics would show we're deep value. Note that deep value means we're trading in the deep left side of the probability distribution not a 'this is the bottom wick' observation. https://twitter.com/i/web/status/2021358562900136221 https://twitter.com/i/web/status/2021358562900136221" [X Link](https://x.com/_Checkmatey_/status/2021358562900136221) 2026-02-10T23:00Z 126.9K followers, [---] engagements "RT @BITC_minimalist: You want to read it if you have access" [X Link](https://x.com/anyuser/status/2022429854663377234) 2026-02-13T21:57Z 127K followers, [--] engagements "RT @PeterBTCAdviser: A timely catch up w @_Checkmatey_ giving us all the insights and onchain analysis. A lot of great information if you" [X Link](https://x.com/_Checkmatey_/status/2020327137497301451) 2026-02-08T02:41Z 127K followers, [--] engagements "@caprioleio Great to see purge the bad ideas" [X Link](https://x.com/_Checkmatey_/status/2022579860556910627) 2026-02-14T07:53Z 127K followers, [----] engagements "@MinisterBoris @0xCryptoChan Yes AVIV stands for Active Value to Investor Value Ratio (plenty of metrics for it on my charting site)" [X Link](https://x.com/_Checkmatey_/status/2022899635971563573) 2026-02-15T05:03Z 127K followers, [---] engagements "@NBA_ComputerMan @LynAldenContact @LukeGromen @jvisserlabs @timevalueofbtc This is just a recreation of the fiat system. Gold in the banks vault nobody comes to redeem it so we issue more credit than bars of gold we have. Bitcoin is the only monetary unit which relies on no single entity for auditing and distributing the supply" [X Link](https://x.com/_Checkmatey_/status/2017839995307118773) 2026-02-01T05:58Z 127K followers, [----] engagements "Analysts getting bearish AFTER we have sold off significantly. Love to see it. If you stop paying attention now you're doing it wrong. Push through the storm. Every Bitcoin analyst is now bearish. https://t.co/eGjQqMkiqW Every Bitcoin analyst is now bearish. https://t.co/eGjQqMkiqW" [X Link](https://x.com/_Checkmatey_/status/2019194136889557461) 2026-02-04T23:39Z 127K followers, 53K engagements "Net profit and loss broken down by year of coin acquisition. Class of [----] and [----] collectively puked out $1.5B/day in losses on the move lower equivalent to the June [----] low at $17.6k" [X Link](https://x.com/_Checkmatey_/status/2020615030023352774) 2026-02-08T21:45Z 127K followers, 40.5K engagements "This is the right energy. Bitcoin is going to come roaring back purely because Bitcoiners are so unbelievably high conviction (and stubborn) that we will driven prices higher purely to mine the salt of the critics. Which creates more critics. Endless cycle. Whether it ends up a good inv or not I can't not appreciate bitcoin's special ability to irk all the right people. The amount it pisses someone off is equal to the amount of high priest-ish-ness they carry themselves with. ETFs had a similar effect esp early on and the FT Whether it ends up a good inv or not I can't not appreciate" [X Link](https://x.com/_Checkmatey_/status/2020802291314413760) 2026-02-09T10:09Z 127K followers, 41.6K engagements "The correct reply to folks claiming Bitcoin isn't decentralised is to ask them to detail another system is more decentralised. They will find the list so very short it really shouldn't take all that long to write it. Bitcoin as a decentralized system: - 88K bitcoin nodes around the world. Of which 24K are 'reachable'. - 3M ASIC mining machines around the world - 100M-300M people globally have bitcoin - 17K lightning nodes Bitcoin as a decentralized system: - 88K bitcoin nodes around the world. Of which 24K are 'reachable'. - 3M ASIC mining machines around the world - 100M-300M people globally" [X Link](https://x.com/_Checkmatey_/status/2020806291334025358) 2026-02-09T10:25Z 127K followers, 26.9K engagements "The zones you circled represent Bitcoin prices of $6k $4k $3k (in 2018-19) and $22k $20k $15k $17k (in 2022). The price is currently $67k coming off a high of $126k. If you had of accumulated coins at the highlighted prices in the past you would be up tremendously. That is the point. https://twitter.com/i/web/status/2022439345517662544 https://twitter.com/i/web/status/2022439345517662544" [X Link](https://x.com/_Checkmatey_/status/2022439345517662544) 2026-02-13T22:34Z 127K followers, [---] engagements "You must not be a Bitcoiner Stay humble and stack sats. This is a common saying in our world. Idea is markets will be markets and having an ego about them tends to humble you (buying too much at high prices having unrealistic expectations etc). Sats are the smallest unit of Bitcoin (like cents to dollars). [---] million of them per 1BTC Stacked meaning accumulation. The point of my tweet is that accumulating Bitcoin within those red boxes historically has been a tremendously good decision. Despite the fact it was challenging to do so at the time and the whole world told us we were idiots for" [X Link](https://x.com/_Checkmatey_/status/2022441891221147795) 2026-02-13T22:44Z 127K followers, [---] engagements "In what way am I playing the fiat game folks That I developed such a passion for Bitcoin and the analysis of it that I dedicated my professional career away from civil engineering into Bitcoin That I invented and created a huge amount of the IP regarding how to analyse the Bitcoin timechain UTXO set for human behaviour and market intelligence My expertise is literally in the analysis of Bitcoiners and how they act in response to the free market that Bitcoin trades in. That I earn a salary selling my expertise the same way any professional would If this is your definition of 'playing fiat" [X Link](https://x.com/_Checkmatey_/status/2022842844063666342) 2026-02-15T01:18Z 127K followers, [---] engagements "Ok but I don't trade and I don't write for traders. I explicitly say this in the source interview and in all my communications. My work is specifically intended for HODLers to help people visualise WHY the market does what it does to make it easier to HODL through both the good and the bad times. Appreciate the observation by the way. I generally don't like to flaunt but I am internally very pleased with our accuracy over the last several years to be honest. Many folks wrote off onchain data when they should have instead questioned the skill of the operator. Never blame your tools." [X Link](https://x.com/_Checkmatey_/status/2022844836987162760) 2026-02-15T01:26Z 127K followers, [--] engagements "This was indeed a very good read. . . . . . https://t.co/zueiI2wbBI . . . . . https://t.co/zueiI2wbBI" [X Link](https://x.com/_Checkmatey_/status/2021784450376552688) 2026-02-12T03:12Z 127K followers, 46.6K engagements "Personal Update: I am very proud to announce I'm launching the @_checkonchain Newsletter on Substack After [--] years studying and educating folks on the power of #Bitcoin onchain data it's time to put my skills to the test. Our first edition is live 🧵 https://checkonchain.substack.com/ https://checkonchain.substack.com/" [X Link](https://x.com/_Checkmatey_/status/1780351200656830662) 2024-04-16T21:42Z 127K followers, 472.1K engagements "Sold silver at the dealer this morning for a 3x over [--] months. Sell thesis was simple silver chart is now parabolic I received three messages in two weeks asking how to buy it and gold/silver ratio has hit lows where it historically peaks out. Every twitter sub-community is now a silver community. Topping stuff. Some notes on the experience: - I couldn't sell it yesterday because of public holiday in Australia and I lost a few % points waiting for the dealer to open 9am this morning. I also had to bus to the city pain in the ass. - Lines out the door all retail all very excited to buy. -" [X Link](https://x.com/_Checkmatey_/status/2015962145536802972) 2026-01-27T01:36Z 127K followers, 183.5K engagements "Folks are back to blaming manipulation because a bear flag broke lower" [X Link](https://x.com/_Checkmatey_/status/2019355722014945425) 2026-02-05T10:21Z 127K followers, 16.9K engagements "Time Pain. My latest analysis is out for @_checkonchain subscribers presenting a methodology for estimating how much longer our bear market sentence may be. https://newsletter.checkonchain.com/p/time-pain https://newsletter.checkonchain.com/p/time-pain" [X Link](https://x.com/_Checkmatey_/status/2022239797063082305) 2026-02-13T09:21Z 127K followers, 21.7K engagements "Based on the 200DMA it's actually only been this cheap 6% of all trading days. At $60k that was 3.6% of days. Only been this cheap 10% of the time. Act accordingly. https://t.co/LNm6iwg7RS Only been this cheap 10% of the time. Act accordingly. https://t.co/LNm6iwg7RS" [X Link](https://x.com/_Checkmatey_/status/2022255575590203788) 2026-02-13T10:24Z 127K followers, 61.1K engagements "2023-24 = [----] 2025-26 = [----] Here's a wild crypto price action thought. What if Trump was all a red herring/mirage for Bitcoin Yes there have been some positives like regulatory improvements but there's also been tons of negatives like siphoning billions from the industry and extreme capital misallocation https://t.co/jyagaX1hqL Here's a wild crypto price action thought. What if Trump was all a red herring/mirage for Bitcoin Yes there have been some positives like regulatory improvements but there's also been tons of negatives like siphoning billions from the industry and extreme capital" [X Link](https://x.com/_Checkmatey_/status/2022445751465595176) 2026-02-13T23:00Z 127K followers, 34K engagements "TA and on-chain together isn't a thing but this is absolutely wild. If we go by this chart history would suggest the bottom is in for BTC. https://t.co/QNOv91U7WO TA and on-chain together isn't a thing but this is absolutely wild. If we go by this chart history would suggest the bottom is in for BTC. https://t.co/QNOv91U7WO" [X Link](https://x.com/_Checkmatey_/status/2023304749026877606) 2026-02-16T07:53Z 127K followers, 25.4K engagements "Binance was by far the largest receiving exchange for $BTC through H1 [----]. Outflows have commenced. The supply squeeze is coming. Beras are too bera" [X Link](https://x.com/anyuser/status/1416278201899184128) 2021-07-17T06:06Z 127K followers, [----] engagements "The volume of #Bitcoin younger than [--] month has hit an all-time-low of less than 7% of circ. supply. In other-words the volume of coins older than [--] month is at an all-time-high. The HODL is very real Old coins are not being spent Young coins are maturing This is bullish" [X Link](https://x.com/anyuser/status/1436840040370368513) 2021-09-11T23:52Z 127K followers, [----] engagements "I know it is forbidden to post anything bullish on #Bitcoin right now but I'm gonna do it anyway. 🔵 Illiquid supply is at an all-time high 🟠Liquid supply is demonstrating maturation as coins from $30k-$40k grow grey beards 🔴Highly Liquid supply is at a multi-year low" [X Link](https://x.com/anyuser/status/1440525487487414272) 2021-09-22T03:56Z 127K followers, [----] engagements "#Bitcoin is $3000 below ATH and retail is still nowhere to be seen" [X Link](https://x.com/anyuser/status/1450039671698853888) 2021-10-18T10:02Z 127K followers, [----] engagements "Markets need to go down to go up. The sooner you understand this the better off you will be" [X Link](https://x.com/anyuser/status/1460559110894620672) 2021-11-16T10:43Z 127K followers, [----] engagements "At the very least one should be expecting a #Bitcoin bounce right around now. STH-SOPR has fallen below [--] which means top-buyers are spending their $BTC at a realised loss. When top buyers capitulate it is historically a local bottom" [X Link](https://x.com/anyuser/status/1461473714973732866) 2021-11-18T23:17Z 127K followers, [----] engagements "Notice how #Bitcoin once again sold off before all other macro markets It is a truly free market and increasingly the one asset to pay maximal attention too. It is the only one that has no central bank put no bail outs and everyone plays by the same rules The truth machine" [X Link](https://x.com/anyuser/status/1464314903611670534) 2021-11-26T19:27Z 127K followers, [----] engagements "I'm not sure what #Bitcoin bears are going to do with this information but a clean retest of the STH Realised Price is about as good as it gets for bull market support. If this bounce grows legs it starts to look quite a lot like [----]. Psychology on-chain. It works well" [X Link](https://x.com/anyuser/status/1465152798924763137) 2021-11-29T02:57Z 127K followers, [----] engagements "Stacking sats in one chart. Holders of [--] $BTC how own 5.1% of the total coin supply and the trend is pp and to the right. My favourite trend in the entire #Bitcoin ledger. #Bitcoin is for the little guy. Keep stacking 🌽" [X Link](https://x.com/anyuser/status/1466656255695413250) 2021-12-03T06:31Z 127K followers, [----] engagements "This is precisely what I want to see for #Bitcoin Acceleration of wallets 1BTC Keep stacking sats" [X Link](https://x.com/anyuser/status/1467632688559362051) 2021-12-05T23:11Z 127K followers, [---] engagements "Thanks for the cheap sats anon. $BTC sent straight to cold storage just like all of these coins. Love me a good ol divergence. Let it run as hot and deep as you want the reversal will be swift and powerful. Have seen this movie before" [X Link](https://x.com/anyuser/status/1478868785499021312) 2022-01-05T23:19Z 127K followers, [----] engagements "#Bitcoin Mayer Multiple which is one of my absolute favourite metrics has fallen to [----]. Historically speaking MM values this low have only ever occurred for 15% of Bitcoin's life. That means 85% probability of oversold. Keep it simple. Live Chart: https://studio.glassnode.com/workbench/mayer-multiples=1485131549&u=1642811549&zoom=1825 https://studio.glassnode.com/workbench/mayer-multiples=1485131549&u=1642811549&zoom=1825" [X Link](https://x.com/anyuser/status/1484686008469925895) 2022-01-22T00:35Z 127K followers, [----] engagements "#Bitcoin Long-Term Holders are adding to their balance at an annualised rate of 7.6x issuance. With [---] $BTC in mined issuance per day this means around [----] $BTC moving into LTH storage daily. Check out this metric in the Week Onchain newsletter. https://glassno.de/3I8MSBS https://glassno.de/3I8MSBS" [X Link](https://x.com/anyuser/status/1503473180446494722) 2022-03-14T20:48Z 127K followers, [----] engagements "It will take another [---] years to mine the last 2M $BTC. Around half of all miners are now located in the Americas many with mandates to HODL all mined coins selling equity and debt instead. The majority of $BTC you buy comes from the hands of other players now. Good Luck" [X Link](https://x.com/anyuser/status/1510049141342228486) 2022-04-02T00:19Z 127K followers, [----] engagements "Amazon down 10% after hours. The largest equities in the world are trading like shitcoins wiping out tens to hundreds of billions in single candles. Meanwhile the ultra volatile stablecoin #Bitcoin remains worth $40k and the bears still can't set a lower low" [X Link](https://x.com/anyuser/status/1519769650246172674) 2022-04-28T20:04Z 127K followers, [---] engagements "Has #Bitcoin ever schooled anyone for arrogance as quickly as Do Kwon Ive never seen justice served this quickly. A complete annihilation of their $BTC balance sold at a loss plus supporters fleeced of hundreds of millions and LUNA credibility shot all in a few short hours" [X Link](https://x.com/anyuser/status/1523844799387811841) 2022-05-10T01:58Z 127K followers, [----] engagements "In one move the US Government has demonstrated that they OWN #Ethereum DeFi. Folks us all a favour ditch the move to Proof-of-Stake so you don't hand consensus to them as well. That way you will live to fight many more days Unless a regulated chain is what you want fro NGU One by one they fall. Shame @AaveAave 🙄 https://t.co/1dWhPcW5Rm All praise our @trmlabs overlords https://t.co/Co7PaXQ1d6 One by one they fall. Shame @AaveAave 🙄 https://t.co/1dWhPcW5Rm All praise our @trmlabs overlords https://t.co/Co7PaXQ1d6" [X Link](https://x.com/anyuser/status/1558215750422351875) 2022-08-12T22:15Z 127K followers, [----] engagements "Some guy foolishly just sold me a bunch of his #Bitcoin at sub $20k. He sees red candles and fear I see $BTC trading below the Realized Price and at levels that are unbelievably undervalued. Thanks mate I will look after the sats better than you did" [X Link](https://x.com/anyuser/status/1563621934092648448) 2022-08-27T20:18Z 127K followers, [---] engagements "We are about to witness nation states under immense stress due to their inability to print ENERGY. I hope we can all now see #Bitcoin mining and the scarce energy it consumes is what makes it so secure and resistant against states. They can print money still can't forge work" [X Link](https://x.com/anyuser/status/1567125386903044096) 2022-09-06T12:19Z 127K followers, [---] engagements "Is this #Bitcoin rally driven by leverage or by spot demand A 🧵thread showing just how un-levered the $BTC market is and why spot is likely in charge. The amount of open interest relative to market cap and exchange spot balance is trending lower. as is coin-margin" [X Link](https://x.com/anyuser/status/1645541464930406401) 2023-04-10T21:37Z 127K followers, 278.6K engagements "#Bitcoin is the most loved and hated desired and detested revered and feared asset in history. All it does is keep a very secure ledger of who owned what and when" [X Link](https://x.com/anyuser/status/1745547301794484365) 2024-01-11T20:44Z 127K followers, 67.8K engagements "@JacintaAllanMP Nuclear is the safest cleanest and highest density energy humanity has discovered. We should be a world leader on it training world class engineers. Instead we have politicians without a second of training in physics making decisions they are highly unqualified to make" [X Link](https://x.com/anyuser/status/1803371385227714713) 2024-06-19T10:16Z 127K followers, 20.9K engagements "Most of us have seen far worse. Stay humble. #Bitcoin" [X Link](https://x.com/anyuser/status/1805373818338525286) 2024-06-24T22:53Z 127K followers, 80.3K engagements "-24% and folks are shitting themselves. Love to see it" [X Link](https://x.com/anyuser/status/1809063111359709380) 2024-07-05T03:13Z 127K followers, 41.7K engagements "Folks #Bitcoin just absorbed a 50k $BTC market sell order in a few weeks. It dipped 25% in a very structured and orderly correction. Last time something like this happened was LUNA selling 80k $BTC and price dropped from $46k to $25k and soon after to $17k Not the same 🐂" [X Link](https://x.com/anyuser/status/1812630979770753422) 2024-07-14T23:31Z 127K followers, 43.6K engagements "This is not what an over-leveraged long-biased degenerate #Bitcoin market looks like" [X Link](https://x.com/anyuser/status/1826763138655814108) 2024-08-22T23:27Z 127K followers, 69.6K engagements "Is there a more bullish looking price chart than #Bitcoin on the planet right now" [X Link](https://x.com/anyuser/status/1847164330175029405) 2024-10-18T06:34Z 127K followers, 113K engagements "#Bitcoin ETF flows yesterday +$479M ETH all time ETF Flows -$493M I'm truthfully shocked at how little demand there is. I'd thought it would at least be 10% of Bitcoin but it's just non existent. Impressive tbh" [X Link](https://x.com/anyuser/status/1851225414896624071) 2024-10-29T11:31Z 127K followers, 89K engagements "If Trump had won in [----] he wouldn't have had the time to regroup and form the support and team he has today. It also allowed just enough time to pass under the previous administration where quality of life measurably declined. Winning [----] is the better result" [X Link](https://x.com/anyuser/status/1854311296700715428) 2024-11-06T23:53Z 127K followers, 23.6K engagements "Even with these fresh #Bitcoin ATHs the distance between price and the 200DMA is still cooled off. The Mayer Multiple Z-Score is only just above [--] meaning we're near the long-term average (with plenty of room to run). Love to see it" [X Link](https://x.com/anyuser/status/1855485745294901310) 2024-11-10T05:40Z 127K followers, 41.9K engagements "#Bitcoin has entered the Euphoria zone by convincingly breaking through the previous cycles ATH However it is doing so with a relatively cooled down MVRV Ratio The 8-months of chopsolidation allowed investors to acclimate to higher prices forming a firm foundation for launch" [X Link](https://x.com/anyuser/status/1855716739335753961) 2024-11-10T20:58Z 127K followers, 50.9K engagements "You have to admit its fucking uncanny.right Exact same spot. #Bitcoin" [X Link](https://x.com/anyuser/status/1855921274062778857) 2024-11-11T10:31Z 127K followers, 101.3K engagements "Never sell the majority of your #Bitcoin. However don't be a fool and HODL to the grave. You only get one shot at life and if you're not using your savings to make it the best life you can what is the fucking point #Bitcoin makes your life better don't waste it. Never Sell Your Bitcoin Never Sell Your Bitcoin" [X Link](https://x.com/anyuser/status/1856854644716441958) 2024-11-14T00:20Z 127K followers, 82.4K engagements "Equal an opposite. For every buyer there are sellers. A bunch of existing #Bitcoin holders just sold at least [-----] $BTC As breathtaking as it is I admit that I'd like to see an entity that isn't Saylor on the bid side. Increasingly feeling my gut disliking this situation. MicroStrategy has acquired [-----] BTC for $4.6 billion at $88627 per #bitcoin and has achieved BTC Yield of 20.4% QTD and 41.8% YTD. As of 11/17/2024 we hodl [------] $BTC acquired for $16.5 billion at $49874 per bitcoin. $MSTR https://t.co/SRRtRrB2jO MicroStrategy has acquired [-----] BTC for $4.6 billion at $88627 per #bitcoin" [X Link](https://x.com/anyuser/status/1858583008586199543) 2024-11-18T18:48Z 127K followers, 515.1K engagements "It has been unprofitable to hold $ETH over $BTC for [----] days which is 62% of its trading history. Unless you were around in [----] til mid-2017 or bought the bottom in 2019-20 you would have been better holding the orange rock. Brutal" [X Link](https://x.com/_Checkmatey_/status/1859455927365365879) 2024-11-21T04:36Z 127K followers, 89K engagements "#Bitcoin Long-Term Holders have distributed $60B worth of supply in the last 30-days. Out of all the LTH supply moved since the FTX bottom 21% of it has happened in November. This is the heaviest profit taking we have seen so far this cycle" [X Link](https://x.com/anyuser/status/1860796465037373690) 2024-11-24T21:23Z 127K followers, 306K engagements "Blame the #Bitcoin $68k gang. They sold 198k BTC in November" [X Link](https://x.com/anyuser/status/1861195064636252250) 2024-11-25T23:47Z 127K followers, 153.9K engagements "Australia is in trouble" [X Link](https://x.com/anyuser/status/1862092664503673181) 2024-11-28T11:14Z 127K followers, 102.4K engagements "The messages everyone should hear: 1) HODLers absolutely do sell ignore folks telling you otherwise. 2) there is no 'supply shock' as a result. High prices create sellers. 3) The #bitcoin market has absorbed $227B in sell side and is knocking on $100k (demand is impressive) Since January $227 billion of #Bitcoin has been activated by long term holders dwarfing the ETF flows by a multiple. High prices result from demand and demand awakens supply. This market is deep and ALIVE with issuance playing an ever diminishing role. It's growing up. https://t.co/XNdJjvii1U Since January $227 billion of" [X Link](https://x.com/anyuser/status/1863663302276157715) 2024-12-02T19:15Z 127K followers, 105.5K engagements "#Bitcoin 100k. Unreal" [X Link](https://x.com/anyuser/status/1864502742859055587) 2024-12-05T02:51Z 127K followers, 18.9K engagements "Bitcoin only" [X Link](https://x.com/anyuser/status/1881205991636906122) 2025-01-20T05:03Z 127K followers, 30.8K engagements "Crypto is a joke" [X Link](https://x.com/anyuser/status/1882357568519155811) 2025-01-23T09:19Z 127K followers, 55.1K engagements "Today is a strange one. Gold down Corn down Equities down US Dollar down Yields down Oil down wtf are people buying bonds" [X Link](https://x.com/anyuser/status/1894365629014315176) 2025-02-25T12:35Z 127K followers, 212.8K engagements "Morally bankrupt" [X Link](https://x.com/anyuser/status/1896270196425535789) 2025-03-02T18:43Z 127K followers, 62K engagements "@PeterSchiff This is the best tweet you have ever compiled. Welcome home Peter" [X Link](https://x.com/anyuser/status/1896278865775063463) 2025-03-02T19:18Z 127K followers, 38.2K engagements "My base case for this Bitcoin cycle is that there is no cycle. The lines between bull & bear will become blurred and folks will lose sight of when the 'cycle' started and ended. Pattern recognition based on previous cycle won't be as clear cut. Investor behaviour dictates all" [X Link](https://x.com/anyuser/status/1901955812643541307) 2025-03-18T11:16Z 127K followers, 119.1K engagements "Almost 100% of Short-Term Holder supply is now underwater and holding losses. This represents over 25% of the Bitcoin supply. We have now reached the lower bound of the $75k to $86k 'air-pocket' I started describing back in December. Wild times folks. Sit tight" [X Link](https://x.com/anyuser/status/1909191929293938757) 2025-04-07T10:30Z 127K followers, 71.5K engagements "Anyone who thinks the 2023-25 Bitcoin cycle has 'sucked' has completely unrealistic expectations. This cycle has been absolutely epic; with two back to back 100%+ years the most successful ETF launch in history over half a trillion in capital flowing in and tagging $2T MCap" [X Link](https://x.com/anyuser/status/1909639305779462541) 2025-04-08T16:07Z 127K followers, 101.8K engagements "M2 money supply charts are the new balance on exchanges" [X Link](https://x.com/anyuser/status/1915958162571567555) 2025-04-26T02:36Z 127K followers, 115.1K engagements "Being opposed to Bitcoin because you don't like it isn't edgy. It's uninformed and amateur" [X Link](https://x.com/anyuser/status/1917417599660613946) 2025-04-30T03:15Z 127K followers, 37.3K engagements "Bitcoin is working its way through a very dense supply cluster between $93k and $100k. Pretty much blue skies above 100" [X Link](https://x.com/anyuser/status/1918419399461270006) 2025-05-02T21:36Z 127K followers, 83.3K engagements "Bitcoin is an asset with no intrinsic value Bitcoin:" [X Link](https://x.com/anyuser/status/1920380641494868121) 2025-05-08T07:29Z 127K followers, 30.2K engagements "There have only been [--] days where Bitcoin has closed at a higher price. Almost all green" [X Link](https://x.com/anyuser/status/1921366171569311955) 2025-05-11T00:46Z 127K followers, 36.7K engagements "Gold & Bitcoin. Sit tight" [X Link](https://x.com/anyuser/status/1933328740295323758) 2025-06-13T01:01Z 127K followers, 45.6K engagements "I believe all of the following are true RE Bitcoin markets: 🔸The price is manipulated by whales and traders. 🔸.but only on smaller time-frames. 🔸Paper Bitcoin exists in derivatives markets. 🔸.but this is expected and necessary for maturity. 🔸There are probably unbacked exchanges out there. 🔸.but you've never heard of them. 🔸Coinbase and the ETFs have the coins. 🔸.and the real risk is how f**kn many they have. 🔸The price is suppressed. 🔸.by heavy selling in spot markets. 🔸All of this is how normal markets function. 🔸.and no follow up point was needed. Chill out stay humble and" [X Link](https://x.com/anyuser/status/1940172644260942188) 2025-07-01T22:16Z 127K followers, 58.7K engagements "Are they still suppressing the price Does this cycle still suck Or have you worked out it was just your boredom and high time preference" [X Link](https://x.com/anyuser/status/1944490465157665078) 2025-07-13T20:13Z 127K followers, 53.6K engagements "Turns out the US government who was never going to buy Bitcoin has now stated that they are not going to buy Bitcoin (but they will take it off you). If trusting the government to pump your bags was part of your investment thesis there is a lesson to be learned in here" [X Link](https://x.com/anyuser/status/1956080928272605594) 2025-08-14T19:50Z 127K followers, 46.9K engagements "The magnitude of bearishness on this platform with Bitcoin less than 9% off the top wick of a fresh ATH shows that not enough people actually own spot Bitcoin. Whatever else you own which is down 50%+ I'd wager that is the likely cause for the bad mood" [X Link](https://x.com/anyuser/status/1958069580464591015) 2025-08-20T07:32Z 127K followers, 48.4K engagements "@Henry_20XX Probably not" [X Link](https://x.com/_Checkmatey_/status/1976860501092237807) 2025-10-11T04:00Z 127K followers, [----] 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/anyuser/status/1977204728036835828) 2025-10-12T02:48Z 127K followers, 65.2K engagements "Decreds treasury has almost doubled from $7.8M to $15.2M in three weeks. It has historically spent around $8M from Genesis to today I.e. around $8M to build a Decred. Well now Decred can build two more Decreds. Just imagine where this quality code will be in 10yrs" [X Link](https://x.com/_Checkmatey_/status/1330280158310305798) 2020-11-21T22:41Z 127K followers, [--] engagements "#Bitcoin Short Term Holder supply has reached an equal all-time-low of 20%. This means that less than 20% of all circulating $BTC have transacted within the last [--] months. Given the accumulation we observed last time we were at $30k-$40k this trend is likely to continue" [X Link](https://x.com/_Checkmatey_/status/1442296363828473861) 2021-09-27T01:13Z 127K followers, [----] engagements "#Bitcoin is trading around $44k a level which was the absolute zenith of on-chain mania in Jan [----]. Old hands were spending coins at huge profit multiples lighting up the Value Days Destroyed Multiple by @TXMCtrades like a Xmas tree. Here we are at $44k and barely a squeak. Not even at [----] levels. HODLers are not relinquishing their coins. They demand higher prices. https://studio.glassnode.com/workbench/btc-value-days-destroyed-multiples=1422413482&u=1701734400&zoom= https://studio.glassnode.com/workbench/btc-value-days-destroyed-multiples=1422413482&u=1701734400&zoom=" [X Link](https://x.com/_Checkmatey_/status/1732216629235191881) 2023-12-06T01:53Z 127K followers, 290.9K engagements "2013 #Bitcoin Fractal. Sell-off was pre-recorded in the simulation" [X Link](https://x.com/_Checkmatey_/status/1440130239267422213) 2021-09-21T01:46Z 127K followers, [----] engagements "Food for thought. Did #Bitcoin ever leave the bear market that started in May Did we just witness the first ATH within a bear market If so let me pose to you a question -- if we could achieve ATH with only the dedicated HODLers in play what happens WHEN the mob arrives" [X Link](https://x.com/_Checkmatey_/status/1467682565825855488) 2021-12-06T02:29Z 127K followers, [----] engagements "Pretty doomy out there. Meanwhile #Bitcoin Shrimp Crabs and Fish (wallets [---] $BTC) are adding to their balance at a rate of 248% times the amount freshly minted by miners. Sharks (100 to 1k $BTC) adding an additional 38%. Coins are coming out of exchanges. Halving is [---] days away" [X Link](https://x.com/_Checkmatey_/status/1669182945138204674) 2023-06-15T03:20Z 127K followers, 203.1K engagements "#Bitcoin Shrimp ( [--] $BTC) 🦐 are stacking sats at a rate of 33.8k $BTC per month. Issuance 🔵 is 27.0k $BTC/mth For every [--] new coin Shrimp are taking [----] off the market. Crazy conviction on display" [X Link](https://x.com/_Checkmatey_/status/1676498354359111681) 2023-07-05T07:48Z 127K followers, 1.1M engagements "Here it is folks introducing Cointime Economics for #Bitcoin. This is the culmination of 18-months collaboration between @dpuellARK and myself where we developed a new economic framework for $BTC. We relate the dimensions of time and supply in an abstract yet elegant way. Introducing Cointime Economics a new framework for #Bitcoin analysis by @_Checkmatey_ of @glassnode and @dpuellARK of @ARKInvest This novel framework establishes a new suite of analysis tools 30+ new metrics and improved valuation and pricing models https://t.co/ULunEhP01c Introducing Cointime Economics a new framework for" [X Link](https://x.com/_Checkmatey_/status/1694697848607322128) 2023-08-24T13:07Z 127K followers, 254.6K engagements "Turns out the SEC was behind all the market manipulation after all" [X Link](https://x.com/_Checkmatey_/status/1744836566026244590) 2024-01-09T21:40Z 127K followers, 126.2K engagements "Harden up folks. #Bitcoin" [X Link](https://x.com/_Checkmatey_/status/1749565312973123919) 2024-01-22T22:50Z 127K followers, 102.1K engagements "Unreal.Feb [----] printed a $19.84k #Bitcoin candle the largest monthly USD increase in history. This added $390B to the #Bitcoin market cap. Up a remarkable 47%" [X Link](https://x.com/_Checkmatey_/status/1763401698918515003) 2024-03-01T03:11Z 127K followers, 45.8K engagements "Folks seem extremely confused by the #Bitcoin cash and carry trade and how it affects market structure. It is the same mechanism in calendar expiring futures and perpetual swap funding rates and it is a delta neutral strategy. Let me explain how this works: - Funding rates are currently positive (+10% annualised) which tells us that traders are willing to pay an interest rate for the privilege of being long via leverage. - The same is true for calendar futures on the CME which trade at a premium to spot. - This opens up an arbitrage opportunity where a trader can long spot (or ETFs) but then" [X Link](https://x.com/_Checkmatey_/status/1800308767739056545) 2024-06-10T23:27Z 127K followers, 388.4K engagements "Remember folks words by politicians are worth less than the air that carries them. What matters are the actions and the results" [X Link](https://x.com/_Checkmatey_/status/1817319243790381099) 2024-07-27T22:00Z 127K followers, 53.4K engagements "#Bitcoin Short-Term Holders puked out so many coins yesterday they locked in losses at a similar scale to when FTX collapsed" [X Link](https://x.com/_Checkmatey_/status/1820719384610156699) 2024-08-06T07:11Z 127K followers, 104K engagements "The key difference about this #Bitcoin ATH run is that now it's undeniable. A force of nature and every critic is in shambles. You're either onboard or wrong now" [X Link](https://x.com/_Checkmatey_/status/1856061612173734110) 2024-11-11T19:49Z 127K followers, 31.9K engagements "Remember when all those folks told you the Long-Term Holders never sell their $BTC Yeh they lied to you. Largest revived supply volumes since the [----] bottom and the BCH hard-fork (aka the biggest volume of old coins taking profit in a bull market ever)" [X Link](https://x.com/_Checkmatey_/status/1869581643490681235) 2024-12-19T03:12Z 127K followers, 109.4K engagements "Welcome to the banana zone folks. How good" [X Link](https://x.com/_Checkmatey_/status/1894335581989343477) 2025-02-25T10:36Z 127K followers, 72K engagements "Ethereum is repricing to its core demand vector as a gas token. Thunk about how much gas fee you have consumed in your entire time in this market and compare it to your ATH holdings of that same token. Even for folks who have barely dabbled in crypto you likely held 10x to 100x your actual gas demand. The concept that gas demand means high token price and market cap is wildly misguided. This is also not unique to ethereum btw all smart contract L1s have this problem. No monetary premium no bueno and Bitcoin is the apex predator of monetary premium. It's already won that war in the digital" [X Link](https://x.com/_Checkmatey_/status/1899964824370765958) 2025-03-12T23:24Z 127K followers, 218.4K engagements "78% of all ETH/BTC trading days now in the red. Ethereum is repricing to its core demand vector as a gas token. Thunk about how much gas fee you have consumed in your entire time in this market and compare it to your ATH holdings of that same token. Even for folks who have barely dabbled in crypto you likely held 10x to Ethereum is repricing to its core demand vector as a gas token. Thunk about how much gas fee you have consumed in your entire time in this market and compare it to your ATH holdings of that same token. Even for folks who have barely dabbled in crypto you likely held 10x to" [X Link](https://x.com/_Checkmatey_/status/1899977972372955549) 2025-03-13T00:17Z 127K followers, 182.8K engagements "When was the last time you recall Bitcoin being down less than-1% when equities had puked -5% on the day" [X Link](https://x.com/_Checkmatey_/status/1907885395314180595) 2025-04-03T19:58Z 127K followers, 272.7K engagements "Just keep stackin sats. 21m points out there nobody can print more and everyone's on the same scoreboard Keep chipping away at that next million sats take self custody stay solvent and keep learning. Bitcoin is fucking awesome and it's better than all this fiat nonsense" [X Link](https://x.com/_Checkmatey_/status/1909628675848565042) 2025-04-08T15:25Z 127K followers, 26K engagements "Funding Rates are negative on this move higher. You just love to see it" [X Link](https://x.com/_Checkmatey_/status/1915282591827087728) 2025-04-24T05:52Z 127K followers, 64.1K engagements "Few reasons: - at $1M the market cap is $20T and approaching golds size. - Saylor buying 15k coins for $1.4B is 12860x smaller than the $18T market cap change needed. - Spot sellers are consistently underestimated. 10k coins aged 6m or more moved yesterday alone and that is considered a slow day. - approx 30% of all onchain volume is a deposit to an exchange so assume 3kBTC per day sold vs saylors 15k BTC buy is [--] days of spot sell pressure from long term holders. - that ignores the short term traders who are as large so add an additional 3k BTC per day sell side. As it turns out people sell" [X Link](https://x.com/_Checkmatey_/status/1916956081374609864) 2025-04-28T20:41Z 127K followers, 144.1K engagements "The Bitcoin Realised Cap just hit $1 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) 2025-07-17T23:32Z 127K followers, 152.1K engagements "If you have been in Bitcoin for a cycle or more before today you have experienced a once in a lifetime event. You built the conviction to hold an asset which the entire world told you was destined for nothing. Literally everyone said you were wrong at scale. That character building dynamic is no longer the case. Wall Street government policy and even the media is at minimum less negative but mostly now positive. Building conviction in Bitcoin now is easy folks just pass off responsibility to their money manager. If you stood the hardcore test of building forming challenging and reshaping your" [X Link](https://x.com/_Checkmatey_/status/1954470925170311340) 2025-08-10T09:12Z 127K followers, 121.8K engagements "In my opinion Bitcoin has experienced three cycles and they are not anchored around the halvings. They are anchored around the trends in adoption and market structure with the [----] top and [----] bottom being the transition points 🔴 Retail early adoption 🟠 Wild West Boom & Bust (with leverage) 🔵 Institutional maturity and stability Pick your mean reversion model and they all have the same transition points and change in character. Things changed after the [----] bear market and folks who assume the past will repeat likely miss the signal because they are looking at the historical noise" [X Link](https://x.com/_Checkmatey_/status/1960459119053431214) 2025-08-26T21:47Z 127K followers, 151.1K engagements "Nobody ever sells their Bitcoin.they said. It was all paper Bitcoins.they said" [X Link](https://x.com/_Checkmatey_/status/1962684248630141413) 2025-09-02T01:09Z 127K followers, 194.1K engagements "Welcomed a new Bitcoiner into the world on blockheight [------]. Actual magic" [X Link](https://x.com/_Checkmatey_/status/1965644204417409345) 2025-09-10T05:11Z 127K followers, 93K engagements "Bitcoiners are sitting on $1.3 Trillion worth of unrealised profit based on the acquisition price of their onchain BTC. Berkshire Hathaway's Market Cap is $1 Trillion. Rat poison squared. GG" [X Link](https://x.com/_Checkmatey_/status/1973921838679142807) 2025-10-03T01:23Z 127K followers, 58.8K engagements "Great read aligns with The Great Rotation idea I've covered over recent months The sell-side pressure exerted by existing Bitcoin holders is tremendous Avg spent coin-age this cycle is 100-days up from 30-days typical. The buyers are patient sophisticated and very large. https://t.co/gCWSQ3bk8M https://t.co/pj4JZ4R3qZ https://t.co/gCWSQ3bk8M https://t.co/pj4JZ4R3qZ" [X Link](https://x.com/_Checkmatey_/status/1984723754057113776) 2025-11-01T20:46Z 127K followers, 97.4K engagements "Stacked sats. Folks selling below $100k are insane" [X Link](https://x.com/_Checkmatey_/status/1989180791256199531) 2025-11-14T03:57Z 127K followers, 57.5K engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@Checkmatey _Checkmate 🟠🔑⚡☢️🛢️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 $1 trillion.
Social category influence cryptocurrencies #1454 finance 27.08% technology brands 2.78% automotive brands 2.08% social networks 2.08% exchanges 1.39% stocks 1.39% currencies 1.39% countries 0.69% fashion brands 0.69%
Social topic influence bitcoin #636, $btc 11.81%, this is 8.33%, in the 6.94%, sats 6.25%, cycle 4.86%, at a 4.86%, gold 4.17%, history 4.17%, if you 4.17%
Top accounts mentioned or mentioned by @caprioleio @_checkonchain @checkonchain @browniebrewbit @checkmatey @bitc_minimalist @fuzzygreysocks @tftc21 @ovihood @btcmaxirh @plebmate @beckerbitcoin @intocryptoverse @adam3us @donnellybrent @markyusko @martybent @freddienew @misterleehodl @mekowalski
Top assets mentioned Bitcoin (BTC) Ethereum (ETH) Gas (GAS) Caught in 4K (4K)
Top posts by engagements in the last [--] hours
"Bitcoin has become one of the most hated assets over the last 12-months. If you're concocting your bear thesis today you're doing it wrong. There has never been a more bullish setup for bitcoin. A market can only rise sharply when most expect it to be dead. Few understand this. There has never been a more bullish setup for bitcoin. A market can only rise sharply when most expect it to be dead. Few understand this"
X Link 2026-02-09T10:12Z 127K followers, 47K engagements
"This. QC keeps some capital away but this argument that gold is up and Bitcoin is down because of it just isn't it. Gold has a bid because sovereigns are buying it in place of treasuries. The trend has been in place since [----] and accelerates after Feb-22. Bitcoin saw sell-side from HODLers in [----] which would have killed every prior bull thrice over and then once more. Yes we should have QC plans in place. But attributing price being down to it as a primary factor is akin to blaming market manipulation for red candles and declining exchange balances for green ones. @nic_carter While I agree"
X Link 2026-01-21T08:17Z 126.9K followers, 75.7K engagements
"Where is the bottom of this Bitcoin bear My latest analysis piece is out for @_checkonchain subscribers assessing this question from a probabilistic standpoint. We're looking for the price levels that represent maximum opportunity"
X Link 2026-01-26T20:31Z 127K followers, 14.4K engagements
"Ok own up which of you bought a gold coin There are Bitcoiners out there who couldn't handle six months of gold going up. Their conviction melted as they watched gold have what is a normal positive year for the corn (after Bitcoin had two of them back to back btw). Peter Schiff has felt like this for 17-years and will There are Bitcoiners out there who couldn't handle six months of gold going up. Their conviction melted as they watched gold have what is a normal positive year for the corn (after Bitcoin had two of them back to back btw). Peter Schiff has felt like this for 17-years and will"
X Link 2026-01-30T10:04Z 126.7K followers, 25K engagements
"@DennisMFlowers Is the question why doesn't Strategy manipulate the market lower to get a better fill My core view is they just need to audit their fills for the last 5yrs and hire a better analysis and execution team because the track record isn't great. Buy supply air-pockets"
X Link 2026-01-30T22:47Z 126.6K followers, [---] engagements
"@intocryptoverse $65k currently. However that will shift as top buyers capitulate and lower the cost basis of the buyer which makes $70k very interesting"
X Link 2026-01-31T00:54Z 126.6K followers, 27.1K engagements
"Sit back turn the daily DCA on and enjoy the ride folks. Bear markets transfer assets from the impatient to the patient. Bear markets end and the trick is not to lose interest right when the market presents the period of maximum opportunity We're closing in on that period"
X Link 2026-02-02T03:59Z 127K followers, 41.5K engagements
"@jordanpdupont Rough time == period of maximum opportunity"
X Link 2026-02-02T04:36Z 126.7K followers, [---] engagements
"It's a bear market. We're much closer to the bottom than the top. It probably takes a while to form the low. Markets likely want to flush some excess. Be a patient buyer not a panic seller. Don't use leverage. Use probabilities to your advantage. https://newsletter.checkonchain.com/p/leaking-lower https://newsletter.checkonchain.com/p/leaking-lower"
X Link 2026-02-02T05:40Z 126.7K followers, 119.9K engagements
"The fear is becoming palpable. The excuse narratives are in full form. Closer than you think"
X Link 2026-02-03T22:15Z 126.7K followers, 63.1K engagements
"@browniebrewbit @bramk @_DannyKnowles Love to hear this mate. Markets are easier to navigate when you can visualise what's going on beneath the hood"
X Link 2026-02-04T20:06Z 127K followers, [---] engagements
"We're near the bottom of hope. That usually comes before the actual price bottom and then the forming of a resilient base which has a history of taking anywhere from [--] months to [--] months to [--] day. All that is to say we cannot know and any guess is just a guess (and thus worth very little). Like a herd of bison turn into the storm and run through it. We don't know how big the storm is only that there is a back-side to it. Keep pushing through it"
X Link 2026-02-04T20:25Z 126.6K followers, 23.4K engagements
"Have you ever tried to sell half a gold coin No you need silver coins for smaller payments. Right so I need to hold an industrial metal and trade in/out of the silver-gold exchange rate in order to save in smaller amounts Yes. .and I have to send it to you by mail or in person I can't use the internet to transfer it It's [----] . .so I ended up cutting my gold coin in half (dealer said they'd pay scrap 15% below spot) but only the outside was gold and the middle was grey. Why is that .aaaaand it's gone. https://twitter.com/i/web/status/2019212944035479747"
X Link 2026-02-05T00:54Z 126.9K followers, 35.6K engagements
"A thought to ponder. 2023-26 shares more in common with 2019-20 than it does with 2021-22. Enjoy. Some hopium or random thoughts. Still think this was the first bear cycle for crypto. Even though BTC made new highs. Thats why it also is different from a topping perspective. We just had a tonne of positive developments and a flood of capital that offset it somewhat. Some hopium or random thoughts. Still think this was the first bear cycle for crypto. Even though BTC made new highs. Thats why it also is different from a topping perspective. We just had a tonne of positive developments and a"
X Link 2026-02-05T02:29Z 126.7K followers, 38.6K engagements
"One thing I have not seen enough of in the quantum debate are reference pieces where Quantum Computers are demonstrably solving more complex problems. I see a lot of 'it's coming and it's dangerous' concern but not enough evidence to substantiate the claims. I understand the 'this agency and this smart dude are worried' arguments. I'd love to see more debate around the 'this is the actual measured progress being made' side of the equation. It is surely out there right Very interested to see references describing the state of the art and this is why it is a growing risk"
X Link 2026-02-05T02:45Z 126.7K followers, 20.1K engagements
"Has a quantum computer ever successfully run Shor's algorithm Is there an example where the specific algorithm that breaks ECDSA has been successfully run on a lower security obsolete cryptographic scheme"
X Link 2026-02-05T10:31Z 126.9K followers, 60.1K engagements
"@adam3us The best I have been able to establish is the reason claimed is they need all of the qubits to calm the noise leaving none to run the computation. All about that nine nines fidelity"
X Link 2026-02-05T10:58Z 126.9K followers, [----] engagements
"Remember when everyone became a silverbug for a week That was fun"
X Link 2026-02-05T11:21Z 126.7K followers, 25.6K engagements
"Markets like life are not fair. I recommend never assuming they ever will be"
X Link 2026-02-05T11:41Z 126.9K followers, 48.6K engagements
"@donnelly_brent @MarkYusko Yes I absolutely love how stablecoins buy me 50% less of the thing I am saving to buy since [----]. Really sucks that Bitcoin buys me 5x more of that thing over the same period. Cherry pick any time window suitable for a long duration savings asset and the point holds"
X Link 2026-02-07T04:15Z 126.6K followers, [---] engagements
"RT @MartyBent: If you're looking for some sober analysis of the bitcoin market right now there's no one more high signal than @Checkmatey"
X Link 2026-02-07T23:28Z 127K followers, [--] engagements
"@donnelly_brent @MarkYusko Is it You sure I can also check given brokerage fees are significantly higher for monthly DCA amounts into stonks that BTC. I've been a serious BTC accumulator since the [----] low and the facts are QQQs have underperformed over my investing window significantly"
X Link 2026-02-07T23:35Z 126.6K followers, [---] engagements
"Headlines you don't see at market tops. Bitcoin is still about $69000 too high https://t.co/CNrgxl2vEE opinion Bitcoin is still about $69000 too high https://t.co/CNrgxl2vEE opinion"
X Link 2026-02-08T08:45Z 127K followers, 48.6K engagements
"@knutsvanholm Not how Bitcoin soft forks work. The onus is on the ones proposing the change to obtain overwhelming consensus"
X Link 2026-02-08T09:53Z 126.7K followers, [----] engagements
"@freddienew Truthfully I hope they keep adjusting it as we go higher. They will run out of space on the second line eventually"
X Link 2026-02-08T21:37Z 126.7K followers, [---] engagements
"@MisterLeeHODL Welcome aboard mate. Onchain data is perfectly valid. Like all tools the skill of the operator is what makes the difference between great and not-so-great construction. Never trust an analyst who blames their tools rather than their hands"
X Link 2026-02-08T21:42Z 127K followers, [----] engagements
"Serious question -- What threshold does Bitcoin need to reach (any metric you want) for you to reconsider your bias How large does the asset need to become How many ATH breaks need to be made How many years of existence What is the threshold at which you ask if you missed something https://twitter.com/i/web/status/2020725109032616128 https://twitter.com/i/web/status/2020725109032616128"
X Link 2026-02-09T05:03Z 126.9K followers, 20.8K engagements
"@MEKowalski Imagine thinking that's a bear case"
X Link 2026-02-10T02:43Z 126.8K followers, [---] engagements
"@caprioleio Imagine the workload costs and risks of acquiring and unwinding [--] defunct public companies"
X Link 2026-02-10T04:48Z 126.9K followers, 11.4K engagements
"@TailEdging Great to have you on the team. Truth is I actually don't consume any other analyst content with respect to Bitcoin. I find it clouds my judgement. I prefer to focus on what I see in front of me and trust my own PoW"
X Link 2026-02-10T05:24Z 126.8K followers, [---] engagements
"If one believes Bitcoin isn't dead and headed to zero. And one also understands markets are mean reverting (Bitcoin especially). And one can select any number of technical trend onchain anchors around which the Bitcoin market oscillates. Then the statistics would show we're deep value. Note that deep value means we're trading in the deep left side of the probability distribution not a 'this is the bottom wick' observation. https://twitter.com/i/web/status/2021358562900136221 https://twitter.com/i/web/status/2021358562900136221"
X Link 2026-02-10T23:00Z 126.9K followers, [---] engagements
"RT @BITC_minimalist: You want to read it if you have access"
X Link 2026-02-13T21:57Z 127K followers, [--] engagements
"RT @PeterBTCAdviser: A timely catch up w @Checkmatey giving us all the insights and onchain analysis. A lot of great information if you"
X Link 2026-02-08T02:41Z 127K followers, [--] engagements
"@caprioleio Great to see purge the bad ideas"
X Link 2026-02-14T07:53Z 127K followers, [----] engagements
"@MinisterBoris @0xCryptoChan Yes AVIV stands for Active Value to Investor Value Ratio (plenty of metrics for it on my charting site)"
X Link 2026-02-15T05:03Z 127K followers, [---] engagements
"@NBA_ComputerMan @LynAldenContact @LukeGromen @jvisserlabs @timevalueofbtc This is just a recreation of the fiat system. Gold in the banks vault nobody comes to redeem it so we issue more credit than bars of gold we have. Bitcoin is the only monetary unit which relies on no single entity for auditing and distributing the supply"
X Link 2026-02-01T05:58Z 127K followers, [----] engagements
"Analysts getting bearish AFTER we have sold off significantly. Love to see it. If you stop paying attention now you're doing it wrong. Push through the storm. Every Bitcoin analyst is now bearish. https://t.co/eGjQqMkiqW Every Bitcoin analyst is now bearish. https://t.co/eGjQqMkiqW"
X Link 2026-02-04T23:39Z 127K followers, 53K engagements
"Net profit and loss broken down by year of coin acquisition. Class of [----] and [----] collectively puked out $1.5B/day in losses on the move lower equivalent to the June [----] low at $17.6k"
X Link 2026-02-08T21:45Z 127K followers, 40.5K engagements
"This is the right energy. Bitcoin is going to come roaring back purely because Bitcoiners are so unbelievably high conviction (and stubborn) that we will driven prices higher purely to mine the salt of the critics. Which creates more critics. Endless cycle. Whether it ends up a good inv or not I can't not appreciate bitcoin's special ability to irk all the right people. The amount it pisses someone off is equal to the amount of high priest-ish-ness they carry themselves with. ETFs had a similar effect esp early on and the FT Whether it ends up a good inv or not I can't not appreciate"
X Link 2026-02-09T10:09Z 127K followers, 41.6K engagements
"The correct reply to folks claiming Bitcoin isn't decentralised is to ask them to detail another system is more decentralised. They will find the list so very short it really shouldn't take all that long to write it. Bitcoin as a decentralized system: - 88K bitcoin nodes around the world. Of which 24K are 'reachable'. - 3M ASIC mining machines around the world - 100M-300M people globally have bitcoin - 17K lightning nodes Bitcoin as a decentralized system: - 88K bitcoin nodes around the world. Of which 24K are 'reachable'. - 3M ASIC mining machines around the world - 100M-300M people globally"
X Link 2026-02-09T10:25Z 127K followers, 26.9K engagements
"The zones you circled represent Bitcoin prices of $6k $4k $3k (in 2018-19) and $22k $20k $15k $17k (in 2022). The price is currently $67k coming off a high of $126k. If you had of accumulated coins at the highlighted prices in the past you would be up tremendously. That is the point. https://twitter.com/i/web/status/2022439345517662544 https://twitter.com/i/web/status/2022439345517662544"
X Link 2026-02-13T22:34Z 127K followers, [---] engagements
"You must not be a Bitcoiner Stay humble and stack sats. This is a common saying in our world. Idea is markets will be markets and having an ego about them tends to humble you (buying too much at high prices having unrealistic expectations etc). Sats are the smallest unit of Bitcoin (like cents to dollars). [---] million of them per 1BTC Stacked meaning accumulation. The point of my tweet is that accumulating Bitcoin within those red boxes historically has been a tremendously good decision. Despite the fact it was challenging to do so at the time and the whole world told us we were idiots for"
X Link 2026-02-13T22:44Z 127K followers, [---] engagements
"In what way am I playing the fiat game folks That I developed such a passion for Bitcoin and the analysis of it that I dedicated my professional career away from civil engineering into Bitcoin That I invented and created a huge amount of the IP regarding how to analyse the Bitcoin timechain UTXO set for human behaviour and market intelligence My expertise is literally in the analysis of Bitcoiners and how they act in response to the free market that Bitcoin trades in. That I earn a salary selling my expertise the same way any professional would If this is your definition of 'playing fiat"
X Link 2026-02-15T01:18Z 127K followers, [---] engagements
"Ok but I don't trade and I don't write for traders. I explicitly say this in the source interview and in all my communications. My work is specifically intended for HODLers to help people visualise WHY the market does what it does to make it easier to HODL through both the good and the bad times. Appreciate the observation by the way. I generally don't like to flaunt but I am internally very pleased with our accuracy over the last several years to be honest. Many folks wrote off onchain data when they should have instead questioned the skill of the operator. Never blame your tools."
X Link 2026-02-15T01:26Z 127K followers, [--] engagements
"This was indeed a very good read. . . . . . https://t.co/zueiI2wbBI . . . . . https://t.co/zueiI2wbBI"
X Link 2026-02-12T03:12Z 127K followers, 46.6K engagements
"Personal Update: I am very proud to announce I'm launching the @_checkonchain Newsletter on Substack After [--] years studying and educating folks on the power of #Bitcoin onchain data it's time to put my skills to the test. Our first edition is live 🧵 https://checkonchain.substack.com/ https://checkonchain.substack.com/"
X Link 2024-04-16T21:42Z 127K followers, 472.1K engagements
"Sold silver at the dealer this morning for a 3x over [--] months. Sell thesis was simple silver chart is now parabolic I received three messages in two weeks asking how to buy it and gold/silver ratio has hit lows where it historically peaks out. Every twitter sub-community is now a silver community. Topping stuff. Some notes on the experience: - I couldn't sell it yesterday because of public holiday in Australia and I lost a few % points waiting for the dealer to open 9am this morning. I also had to bus to the city pain in the ass. - Lines out the door all retail all very excited to buy. -"
X Link 2026-01-27T01:36Z 127K followers, 183.5K engagements
"Folks are back to blaming manipulation because a bear flag broke lower"
X Link 2026-02-05T10:21Z 127K followers, 16.9K engagements
"Time Pain. My latest analysis is out for @_checkonchain subscribers presenting a methodology for estimating how much longer our bear market sentence may be. https://newsletter.checkonchain.com/p/time-pain https://newsletter.checkonchain.com/p/time-pain"
X Link 2026-02-13T09:21Z 127K followers, 21.7K engagements
"Based on the 200DMA it's actually only been this cheap 6% of all trading days. At $60k that was 3.6% of days. Only been this cheap 10% of the time. Act accordingly. https://t.co/LNm6iwg7RS Only been this cheap 10% of the time. Act accordingly. https://t.co/LNm6iwg7RS"
X Link 2026-02-13T10:24Z 127K followers, 61.1K engagements
"2023-24 = [----] 2025-26 = [----] Here's a wild crypto price action thought. What if Trump was all a red herring/mirage for Bitcoin Yes there have been some positives like regulatory improvements but there's also been tons of negatives like siphoning billions from the industry and extreme capital misallocation https://t.co/jyagaX1hqL Here's a wild crypto price action thought. What if Trump was all a red herring/mirage for Bitcoin Yes there have been some positives like regulatory improvements but there's also been tons of negatives like siphoning billions from the industry and extreme capital"
X Link 2026-02-13T23:00Z 127K followers, 34K engagements
"TA and on-chain together isn't a thing but this is absolutely wild. If we go by this chart history would suggest the bottom is in for BTC. https://t.co/QNOv91U7WO TA and on-chain together isn't a thing but this is absolutely wild. If we go by this chart history would suggest the bottom is in for BTC. https://t.co/QNOv91U7WO"
X Link 2026-02-16T07:53Z 127K followers, 25.4K engagements
"Binance was by far the largest receiving exchange for $BTC through H1 [----]. Outflows have commenced. The supply squeeze is coming. Beras are too bera"
X Link 2021-07-17T06:06Z 127K followers, [----] engagements
"The volume of #Bitcoin younger than [--] month has hit an all-time-low of less than 7% of circ. supply. In other-words the volume of coins older than [--] month is at an all-time-high. The HODL is very real Old coins are not being spent Young coins are maturing This is bullish"
X Link 2021-09-11T23:52Z 127K followers, [----] engagements
"I know it is forbidden to post anything bullish on #Bitcoin right now but I'm gonna do it anyway. 🔵 Illiquid supply is at an all-time high 🟠Liquid supply is demonstrating maturation as coins from $30k-$40k grow grey beards 🔴Highly Liquid supply is at a multi-year low"
X Link 2021-09-22T03:56Z 127K followers, [----] engagements
"#Bitcoin is $3000 below ATH and retail is still nowhere to be seen"
X Link 2021-10-18T10:02Z 127K followers, [----] engagements
"Markets need to go down to go up. The sooner you understand this the better off you will be"
X Link 2021-11-16T10:43Z 127K followers, [----] engagements
"At the very least one should be expecting a #Bitcoin bounce right around now. STH-SOPR has fallen below [--] which means top-buyers are spending their $BTC at a realised loss. When top buyers capitulate it is historically a local bottom"
X Link 2021-11-18T23:17Z 127K followers, [----] engagements
"Notice how #Bitcoin once again sold off before all other macro markets It is a truly free market and increasingly the one asset to pay maximal attention too. It is the only one that has no central bank put no bail outs and everyone plays by the same rules The truth machine"
X Link 2021-11-26T19:27Z 127K followers, [----] engagements
"I'm not sure what #Bitcoin bears are going to do with this information but a clean retest of the STH Realised Price is about as good as it gets for bull market support. If this bounce grows legs it starts to look quite a lot like [----]. Psychology on-chain. It works well"
X Link 2021-11-29T02:57Z 127K followers, [----] engagements
"Stacking sats in one chart. Holders of [--] $BTC how own 5.1% of the total coin supply and the trend is pp and to the right. My favourite trend in the entire #Bitcoin ledger. #Bitcoin is for the little guy. Keep stacking 🌽"
X Link 2021-12-03T06:31Z 127K followers, [----] engagements
"This is precisely what I want to see for #Bitcoin Acceleration of wallets 1BTC Keep stacking sats"
X Link 2021-12-05T23:11Z 127K followers, [---] engagements
"Thanks for the cheap sats anon. $BTC sent straight to cold storage just like all of these coins. Love me a good ol divergence. Let it run as hot and deep as you want the reversal will be swift and powerful. Have seen this movie before"
X Link 2022-01-05T23:19Z 127K followers, [----] engagements
"#Bitcoin Mayer Multiple which is one of my absolute favourite metrics has fallen to [----]. Historically speaking MM values this low have only ever occurred for 15% of Bitcoin's life. That means 85% probability of oversold. Keep it simple. Live Chart: https://studio.glassnode.com/workbench/mayer-multiples=1485131549&u=1642811549&zoom=1825 https://studio.glassnode.com/workbench/mayer-multiples=1485131549&u=1642811549&zoom=1825"
X Link 2022-01-22T00:35Z 127K followers, [----] engagements
"#Bitcoin Long-Term Holders are adding to their balance at an annualised rate of 7.6x issuance. With [---] $BTC in mined issuance per day this means around [----] $BTC moving into LTH storage daily. Check out this metric in the Week Onchain newsletter. https://glassno.de/3I8MSBS https://glassno.de/3I8MSBS"
X Link 2022-03-14T20:48Z 127K followers, [----] engagements
"It will take another [---] years to mine the last 2M $BTC. Around half of all miners are now located in the Americas many with mandates to HODL all mined coins selling equity and debt instead. The majority of $BTC you buy comes from the hands of other players now. Good Luck"
X Link 2022-04-02T00:19Z 127K followers, [----] engagements
"Amazon down 10% after hours. The largest equities in the world are trading like shitcoins wiping out tens to hundreds of billions in single candles. Meanwhile the ultra volatile stablecoin #Bitcoin remains worth $40k and the bears still can't set a lower low"
X Link 2022-04-28T20:04Z 127K followers, [---] engagements
"Has #Bitcoin ever schooled anyone for arrogance as quickly as Do Kwon Ive never seen justice served this quickly. A complete annihilation of their $BTC balance sold at a loss plus supporters fleeced of hundreds of millions and LUNA credibility shot all in a few short hours"
X Link 2022-05-10T01:58Z 127K followers, [----] engagements
"In one move the US Government has demonstrated that they OWN #Ethereum DeFi. Folks us all a favour ditch the move to Proof-of-Stake so you don't hand consensus to them as well. That way you will live to fight many more days Unless a regulated chain is what you want fro NGU One by one they fall. Shame @AaveAave 🙄 https://t.co/1dWhPcW5Rm All praise our @trmlabs overlords https://t.co/Co7PaXQ1d6 One by one they fall. Shame @AaveAave 🙄 https://t.co/1dWhPcW5Rm All praise our @trmlabs overlords https://t.co/Co7PaXQ1d6"
X Link 2022-08-12T22:15Z 127K followers, [----] engagements
"Some guy foolishly just sold me a bunch of his #Bitcoin at sub $20k. He sees red candles and fear I see $BTC trading below the Realized Price and at levels that are unbelievably undervalued. Thanks mate I will look after the sats better than you did"
X Link 2022-08-27T20:18Z 127K followers, [---] engagements
"We are about to witness nation states under immense stress due to their inability to print ENERGY. I hope we can all now see #Bitcoin mining and the scarce energy it consumes is what makes it so secure and resistant against states. They can print money still can't forge work"
X Link 2022-09-06T12:19Z 127K followers, [---] engagements
"Is this #Bitcoin rally driven by leverage or by spot demand A 🧵thread showing just how un-levered the $BTC market is and why spot is likely in charge. The amount of open interest relative to market cap and exchange spot balance is trending lower. as is coin-margin"
X Link 2023-04-10T21:37Z 127K followers, 278.6K engagements
"#Bitcoin is the most loved and hated desired and detested revered and feared asset in history. All it does is keep a very secure ledger of who owned what and when"
X Link 2024-01-11T20:44Z 127K followers, 67.8K engagements
"@JacintaAllanMP Nuclear is the safest cleanest and highest density energy humanity has discovered. We should be a world leader on it training world class engineers. Instead we have politicians without a second of training in physics making decisions they are highly unqualified to make"
X Link 2024-06-19T10:16Z 127K followers, 20.9K engagements
"Most of us have seen far worse. Stay humble. #Bitcoin"
X Link 2024-06-24T22:53Z 127K followers, 80.3K engagements
"-24% and folks are shitting themselves. Love to see it"
X Link 2024-07-05T03:13Z 127K followers, 41.7K engagements
"Folks #Bitcoin just absorbed a 50k $BTC market sell order in a few weeks. It dipped 25% in a very structured and orderly correction. Last time something like this happened was LUNA selling 80k $BTC and price dropped from $46k to $25k and soon after to $17k Not the same 🐂"
X Link 2024-07-14T23:31Z 127K followers, 43.6K engagements
"This is not what an over-leveraged long-biased degenerate #Bitcoin market looks like"
X Link 2024-08-22T23:27Z 127K followers, 69.6K engagements
"Is there a more bullish looking price chart than #Bitcoin on the planet right now"
X Link 2024-10-18T06:34Z 127K followers, 113K engagements
"#Bitcoin ETF flows yesterday +$479M ETH all time ETF Flows -$493M I'm truthfully shocked at how little demand there is. I'd thought it would at least be 10% of Bitcoin but it's just non existent. Impressive tbh"
X Link 2024-10-29T11:31Z 127K followers, 89K engagements
"If Trump had won in [----] he wouldn't have had the time to regroup and form the support and team he has today. It also allowed just enough time to pass under the previous administration where quality of life measurably declined. Winning [----] is the better result"
X Link 2024-11-06T23:53Z 127K followers, 23.6K engagements
"Even with these fresh #Bitcoin ATHs the distance between price and the 200DMA is still cooled off. The Mayer Multiple Z-Score is only just above [--] meaning we're near the long-term average (with plenty of room to run). Love to see it"
X Link 2024-11-10T05:40Z 127K followers, 41.9K engagements
"#Bitcoin has entered the Euphoria zone by convincingly breaking through the previous cycles ATH However it is doing so with a relatively cooled down MVRV Ratio The 8-months of chopsolidation allowed investors to acclimate to higher prices forming a firm foundation for launch"
X Link 2024-11-10T20:58Z 127K followers, 50.9K engagements
"You have to admit its fucking uncanny.right Exact same spot. #Bitcoin"
X Link 2024-11-11T10:31Z 127K followers, 101.3K engagements
"Never sell the majority of your #Bitcoin. However don't be a fool and HODL to the grave. You only get one shot at life and if you're not using your savings to make it the best life you can what is the fucking point #Bitcoin makes your life better don't waste it. Never Sell Your Bitcoin Never Sell Your Bitcoin"
X Link 2024-11-14T00:20Z 127K followers, 82.4K engagements
"Equal an opposite. For every buyer there are sellers. A bunch of existing #Bitcoin holders just sold at least [-----] $BTC As breathtaking as it is I admit that I'd like to see an entity that isn't Saylor on the bid side. Increasingly feeling my gut disliking this situation. MicroStrategy has acquired [-----] BTC for $4.6 billion at $88627 per #bitcoin and has achieved BTC Yield of 20.4% QTD and 41.8% YTD. As of 11/17/2024 we hodl [------] $BTC acquired for $16.5 billion at $49874 per bitcoin. $MSTR https://t.co/SRRtRrB2jO MicroStrategy has acquired [-----] BTC for $4.6 billion at $88627 per #bitcoin"
X Link 2024-11-18T18:48Z 127K followers, 515.1K engagements
"It has been unprofitable to hold $ETH over $BTC for [----] days which is 62% of its trading history. Unless you were around in [----] til mid-2017 or bought the bottom in 2019-20 you would have been better holding the orange rock. Brutal"
X Link 2024-11-21T04:36Z 127K followers, 89K engagements
"#Bitcoin Long-Term Holders have distributed $60B worth of supply in the last 30-days. Out of all the LTH supply moved since the FTX bottom 21% of it has happened in November. This is the heaviest profit taking we have seen so far this cycle"
X Link 2024-11-24T21:23Z 127K followers, 306K engagements
"Blame the #Bitcoin $68k gang. They sold 198k BTC in November"
X Link 2024-11-25T23:47Z 127K followers, 153.9K engagements
"Australia is in trouble"
X Link 2024-11-28T11:14Z 127K followers, 102.4K engagements
"The messages everyone should hear: 1) HODLers absolutely do sell ignore folks telling you otherwise. 2) there is no 'supply shock' as a result. High prices create sellers. 3) The #bitcoin market has absorbed $227B in sell side and is knocking on $100k (demand is impressive) Since January $227 billion of #Bitcoin has been activated by long term holders dwarfing the ETF flows by a multiple. High prices result from demand and demand awakens supply. This market is deep and ALIVE with issuance playing an ever diminishing role. It's growing up. https://t.co/XNdJjvii1U Since January $227 billion of"
X Link 2024-12-02T19:15Z 127K followers, 105.5K engagements
"#Bitcoin 100k. Unreal"
X Link 2024-12-05T02:51Z 127K followers, 18.9K engagements
"Bitcoin only"
X Link 2025-01-20T05:03Z 127K followers, 30.8K engagements
"Crypto is a joke"
X Link 2025-01-23T09:19Z 127K followers, 55.1K engagements
"Today is a strange one. Gold down Corn down Equities down US Dollar down Yields down Oil down wtf are people buying bonds"
X Link 2025-02-25T12:35Z 127K followers, 212.8K engagements
"Morally bankrupt"
X Link 2025-03-02T18:43Z 127K followers, 62K engagements
"@PeterSchiff This is the best tweet you have ever compiled. Welcome home Peter"
X Link 2025-03-02T19:18Z 127K followers, 38.2K engagements
"My base case for this Bitcoin cycle is that there is no cycle. The lines between bull & bear will become blurred and folks will lose sight of when the 'cycle' started and ended. Pattern recognition based on previous cycle won't be as clear cut. Investor behaviour dictates all"
X Link 2025-03-18T11:16Z 127K followers, 119.1K engagements
"Almost 100% of Short-Term Holder supply is now underwater and holding losses. This represents over 25% of the Bitcoin supply. We have now reached the lower bound of the $75k to $86k 'air-pocket' I started describing back in December. Wild times folks. Sit tight"
X Link 2025-04-07T10:30Z 127K followers, 71.5K engagements
"Anyone who thinks the 2023-25 Bitcoin cycle has 'sucked' has completely unrealistic expectations. This cycle has been absolutely epic; with two back to back 100%+ years the most successful ETF launch in history over half a trillion in capital flowing in and tagging $2T MCap"
X Link 2025-04-08T16:07Z 127K followers, 101.8K engagements
"M2 money supply charts are the new balance on exchanges"
X Link 2025-04-26T02:36Z 127K followers, 115.1K engagements
"Being opposed to Bitcoin because you don't like it isn't edgy. It's uninformed and amateur"
X Link 2025-04-30T03:15Z 127K followers, 37.3K engagements
"Bitcoin is working its way through a very dense supply cluster between $93k and $100k. Pretty much blue skies above 100"
X Link 2025-05-02T21:36Z 127K followers, 83.3K engagements
"Bitcoin is an asset with no intrinsic value Bitcoin:"
X Link 2025-05-08T07:29Z 127K followers, 30.2K engagements
"There have only been [--] days where Bitcoin has closed at a higher price. Almost all green"
X Link 2025-05-11T00:46Z 127K followers, 36.7K engagements
"Gold & Bitcoin. Sit tight"
X Link 2025-06-13T01:01Z 127K followers, 45.6K engagements
"I believe all of the following are true RE Bitcoin markets: 🔸The price is manipulated by whales and traders. 🔸.but only on smaller time-frames. 🔸Paper Bitcoin exists in derivatives markets. 🔸.but this is expected and necessary for maturity. 🔸There are probably unbacked exchanges out there. 🔸.but you've never heard of them. 🔸Coinbase and the ETFs have the coins. 🔸.and the real risk is how f**kn many they have. 🔸The price is suppressed. 🔸.by heavy selling in spot markets. 🔸All of this is how normal markets function. 🔸.and no follow up point was needed. Chill out stay humble and"
X Link 2025-07-01T22:16Z 127K followers, 58.7K engagements
"Are they still suppressing the price Does this cycle still suck Or have you worked out it was just your boredom and high time preference"
X Link 2025-07-13T20:13Z 127K followers, 53.6K engagements
"Turns out the US government who was never going to buy Bitcoin has now stated that they are not going to buy Bitcoin (but they will take it off you). If trusting the government to pump your bags was part of your investment thesis there is a lesson to be learned in here"
X Link 2025-08-14T19:50Z 127K followers, 46.9K engagements
"The magnitude of bearishness on this platform with Bitcoin less than 9% off the top wick of a fresh ATH shows that not enough people actually own spot Bitcoin. Whatever else you own which is down 50%+ I'd wager that is the likely cause for the bad mood"
X Link 2025-08-20T07:32Z 127K followers, 48.4K engagements
"@Henry_20XX Probably not"
X Link 2025-10-11T04:00Z 127K followers, [----] 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 2025-10-12T02:48Z 127K followers, 65.2K engagements
"Decreds treasury has almost doubled from $7.8M to $15.2M in three weeks. It has historically spent around $8M from Genesis to today I.e. around $8M to build a Decred. Well now Decred can build two more Decreds. Just imagine where this quality code will be in 10yrs"
X Link 2020-11-21T22:41Z 127K followers, [--] engagements
"#Bitcoin Short Term Holder supply has reached an equal all-time-low of 20%. This means that less than 20% of all circulating $BTC have transacted within the last [--] months. Given the accumulation we observed last time we were at $30k-$40k this trend is likely to continue"
X Link 2021-09-27T01:13Z 127K followers, [----] engagements
"#Bitcoin is trading around $44k a level which was the absolute zenith of on-chain mania in Jan [----]. Old hands were spending coins at huge profit multiples lighting up the Value Days Destroyed Multiple by @TXMCtrades like a Xmas tree. Here we are at $44k and barely a squeak. Not even at [----] levels. HODLers are not relinquishing their coins. They demand higher prices. https://studio.glassnode.com/workbench/btc-value-days-destroyed-multiples=1422413482&u=1701734400&zoom= https://studio.glassnode.com/workbench/btc-value-days-destroyed-multiples=1422413482&u=1701734400&zoom="
X Link 2023-12-06T01:53Z 127K followers, 290.9K engagements
"2013 #Bitcoin Fractal. Sell-off was pre-recorded in the simulation"
X Link 2021-09-21T01:46Z 127K followers, [----] engagements
"Food for thought. Did #Bitcoin ever leave the bear market that started in May Did we just witness the first ATH within a bear market If so let me pose to you a question -- if we could achieve ATH with only the dedicated HODLers in play what happens WHEN the mob arrives"
X Link 2021-12-06T02:29Z 127K followers, [----] engagements
"Pretty doomy out there. Meanwhile #Bitcoin Shrimp Crabs and Fish (wallets [---] $BTC) are adding to their balance at a rate of 248% times the amount freshly minted by miners. Sharks (100 to 1k $BTC) adding an additional 38%. Coins are coming out of exchanges. Halving is [---] days away"
X Link 2023-06-15T03:20Z 127K followers, 203.1K engagements
"#Bitcoin Shrimp ( [--] $BTC) 🦐 are stacking sats at a rate of 33.8k $BTC per month. Issuance 🔵 is 27.0k $BTC/mth For every [--] new coin Shrimp are taking [----] off the market. Crazy conviction on display"
X Link 2023-07-05T07:48Z 127K followers, 1.1M engagements
"Here it is folks introducing Cointime Economics for #Bitcoin. This is the culmination of 18-months collaboration between @dpuellARK and myself where we developed a new economic framework for $BTC. We relate the dimensions of time and supply in an abstract yet elegant way. Introducing Cointime Economics a new framework for #Bitcoin analysis by @Checkmatey of @glassnode and @dpuellARK of @ARKInvest This novel framework establishes a new suite of analysis tools 30+ new metrics and improved valuation and pricing models https://t.co/ULunEhP01c Introducing Cointime Economics a new framework for"
X Link 2023-08-24T13:07Z 127K followers, 254.6K engagements
"Turns out the SEC was behind all the market manipulation after all"
X Link 2024-01-09T21:40Z 127K followers, 126.2K engagements
"Harden up folks. #Bitcoin"
X Link 2024-01-22T22:50Z 127K followers, 102.1K engagements
"Unreal.Feb [----] printed a $19.84k #Bitcoin candle the largest monthly USD increase in history. This added $390B to the #Bitcoin market cap. Up a remarkable 47%"
X Link 2024-03-01T03:11Z 127K followers, 45.8K engagements
"Folks seem extremely confused by the #Bitcoin cash and carry trade and how it affects market structure. It is the same mechanism in calendar expiring futures and perpetual swap funding rates and it is a delta neutral strategy. Let me explain how this works: - Funding rates are currently positive (+10% annualised) which tells us that traders are willing to pay an interest rate for the privilege of being long via leverage. - The same is true for calendar futures on the CME which trade at a premium to spot. - This opens up an arbitrage opportunity where a trader can long spot (or ETFs) but then"
X Link 2024-06-10T23:27Z 127K followers, 388.4K engagements
"Remember folks words by politicians are worth less than the air that carries them. What matters are the actions and the results"
X Link 2024-07-27T22:00Z 127K followers, 53.4K engagements
"#Bitcoin Short-Term Holders puked out so many coins yesterday they locked in losses at a similar scale to when FTX collapsed"
X Link 2024-08-06T07:11Z 127K followers, 104K engagements
"The key difference about this #Bitcoin ATH run is that now it's undeniable. A force of nature and every critic is in shambles. You're either onboard or wrong now"
X Link 2024-11-11T19:49Z 127K followers, 31.9K engagements
"Remember when all those folks told you the Long-Term Holders never sell their $BTC Yeh they lied to you. Largest revived supply volumes since the [----] bottom and the BCH hard-fork (aka the biggest volume of old coins taking profit in a bull market ever)"
X Link 2024-12-19T03:12Z 127K followers, 109.4K engagements
"Welcome to the banana zone folks. How good"
X Link 2025-02-25T10:36Z 127K followers, 72K engagements
"Ethereum is repricing to its core demand vector as a gas token. Thunk about how much gas fee you have consumed in your entire time in this market and compare it to your ATH holdings of that same token. Even for folks who have barely dabbled in crypto you likely held 10x to 100x your actual gas demand. The concept that gas demand means high token price and market cap is wildly misguided. This is also not unique to ethereum btw all smart contract L1s have this problem. No monetary premium no bueno and Bitcoin is the apex predator of monetary premium. It's already won that war in the digital"
X Link 2025-03-12T23:24Z 127K followers, 218.4K engagements
"78% of all ETH/BTC trading days now in the red. Ethereum is repricing to its core demand vector as a gas token. Thunk about how much gas fee you have consumed in your entire time in this market and compare it to your ATH holdings of that same token. Even for folks who have barely dabbled in crypto you likely held 10x to Ethereum is repricing to its core demand vector as a gas token. Thunk about how much gas fee you have consumed in your entire time in this market and compare it to your ATH holdings of that same token. Even for folks who have barely dabbled in crypto you likely held 10x to"
X Link 2025-03-13T00:17Z 127K followers, 182.8K engagements
"When was the last time you recall Bitcoin being down less than-1% when equities had puked -5% on the day"
X Link 2025-04-03T19:58Z 127K followers, 272.7K engagements
"Just keep stackin sats. 21m points out there nobody can print more and everyone's on the same scoreboard Keep chipping away at that next million sats take self custody stay solvent and keep learning. Bitcoin is fucking awesome and it's better than all this fiat nonsense"
X Link 2025-04-08T15:25Z 127K followers, 26K engagements
"Funding Rates are negative on this move higher. You just love to see it"
X Link 2025-04-24T05:52Z 127K followers, 64.1K engagements
"Few reasons: - at $1M the market cap is $20T and approaching golds size. - Saylor buying 15k coins for $1.4B is 12860x smaller than the $18T market cap change needed. - Spot sellers are consistently underestimated. 10k coins aged 6m or more moved yesterday alone and that is considered a slow day. - approx 30% of all onchain volume is a deposit to an exchange so assume 3kBTC per day sold vs saylors 15k BTC buy is [--] days of spot sell pressure from long term holders. - that ignores the short term traders who are as large so add an additional 3k BTC per day sell side. As it turns out people sell"
X Link 2025-04-28T20:41Z 127K followers, 144.1K engagements
"The Bitcoin Realised Cap just hit $1 Trillion This is the ultimate metric for adoption as it captures the wealth and capital saved in BTC. An absolutely massive milestone"
X Link 2025-07-17T23:32Z 127K followers, 152.1K engagements
"If you have been in Bitcoin for a cycle or more before today you have experienced a once in a lifetime event. You built the conviction to hold an asset which the entire world told you was destined for nothing. Literally everyone said you were wrong at scale. That character building dynamic is no longer the case. Wall Street government policy and even the media is at minimum less negative but mostly now positive. Building conviction in Bitcoin now is easy folks just pass off responsibility to their money manager. If you stood the hardcore test of building forming challenging and reshaping your"
X Link 2025-08-10T09:12Z 127K followers, 121.8K engagements
"In my opinion Bitcoin has experienced three cycles and they are not anchored around the halvings. They are anchored around the trends in adoption and market structure with the [----] top and [----] bottom being the transition points 🔴 Retail early adoption 🟠 Wild West Boom & Bust (with leverage) 🔵 Institutional maturity and stability Pick your mean reversion model and they all have the same transition points and change in character. Things changed after the [----] bear market and folks who assume the past will repeat likely miss the signal because they are looking at the historical noise"
X Link 2025-08-26T21:47Z 127K followers, 151.1K engagements
"Nobody ever sells their Bitcoin.they said. It was all paper Bitcoins.they said"
X Link 2025-09-02T01:09Z 127K followers, 194.1K engagements
"Welcomed a new Bitcoiner into the world on blockheight [------]. Actual magic"
X Link 2025-09-10T05:11Z 127K followers, 93K engagements
"Bitcoiners are sitting on $1.3 Trillion worth of unrealised profit based on the acquisition price of their onchain BTC. Berkshire Hathaway's Market Cap is $1 Trillion. Rat poison squared. GG"
X Link 2025-10-03T01:23Z 127K followers, 58.8K engagements
"Great read aligns with The Great Rotation idea I've covered over recent months The sell-side pressure exerted by existing Bitcoin holders is tremendous Avg spent coin-age this cycle is 100-days up from 30-days typical. The buyers are patient sophisticated and very large. https://t.co/gCWSQ3bk8M https://t.co/pj4JZ4R3qZ https://t.co/gCWSQ3bk8M https://t.co/pj4JZ4R3qZ"
X Link 2025-11-01T20:46Z 127K followers, 97.4K engagements
"Stacked sats. Folks selling below $100k are insane"
X Link 2025-11-14T03:57Z 127K followers, 57.5K engagements
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/creator/x::_Checkmatey_