2024-12-26T09:03:56+0000

Checkmate is an on-chain analyst and founder of Checkonchain. In this interview, we discuss the relaunch of 'What Bitcoin Did,' Bitcoin breaking 100K and the growth in institutional demand.We also get into the the Strategic Bitcoin Reserve, the impact of options on Bitcoin's market dynamics, and the MicroStrategy playbook as a volatility product. THANKS TO OUR SPONSORS: IREN: https://www.iren.com/ RIVER: https://river.com/wbd CASA: https://casa.io/ SUBSCRIBE TO THE PODCAST: FOUNTAIN: https://fountain.fm/show/gpascDml6iI0sM8aTOCT SPOTIFY: https://open.spotify.com/show/18Pixm6jNMATYXSO6cUnTH APPLE PODCASTS: https://podcasts.apple.com/gb/podcast/defiance/id1482455669 WEBSITE: https://www.whatbitcoindid.com/ FOLLOW: X: https://x.com/_DannyKnowles TIMESTAMPS: 00:00:00 - Introduction 00:00:29 - Relaunching What Bitcoin Did 00:03:52 - 100K Bitcoin 00:07:46 - Macro Trends Impacting Bitcoin 00:13:39 - Institutional Demand and Price Discovery 00:21:30 - Consolidation and Market Structure 00:24:19 - Bitcoin as a Macro Thermometer 00:33:39 - Options on Bitcoin 00:41:50 - Risks in the Current Bitcoin Cycle 00:44:27 - Strategic Bitcoin Reserve 00:48:52 - Incoming Supply Shock 01:03:02 - MicroStrategy What Bitcoin Did with Danny Knowles #Bitcoin #Finance #Money #Economics