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The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network · 2025-07-02 · 84 min · 17,271 words

BTC241: Bitcoin Treasury Companies w/ James Check (Checkmate) Bitcoin Podcast

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You're listening to TIP. Hey everyone, welcome to this Wednesday's release of the Bitcoin Fundamentals podcast. On today's show, I'm joined by James Check, also known as Checkmate, one of the most respected on-chain analysts in the Bitcoin space. We cover a wide range of topics like the shift happening from spot to leverage-driven markets. to the mechanics of the Bitcoin Treasury securitization, and even the role of KYC in mining incentives in long-term network security.

We also unpacked some of the lessons James learned from the 2021 cycle and how he sees Bitcoin dominance evolving in this weird, narrative fractured market. Alright, so with all that said, let's jump right into the interview with the insightful and knowledgeable Mr. James Check. Celebrating 10 years, you are listening to Bitcoin Fundamentals by the Investors Podcast Network. Now for your host, Preston Pish.

Hey everyone, welcome to the show. I'm here with checkmate James. Welcome back. Excited to chat with you. You always have amazing takes.

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