4.8 • 764 Ratings
🗓️ 18 June 2024
⏱️ 98 minutes
🧾️ Download transcript
Marty sits down with James Check to discuss bitcoin cash and carry.
James on Twitter: https://x.com/_Checkmatey_
Checkonchain: https://charts.checkonchain.com/
Newsletter: https://newsletter.checkonchain.com/
0:00 - Intro
0:50 - Exposition
8:45 - Aussie ETF and in-kind withdrawal
12:04 - River & Unchained
13:20 - What Jim Bianco is missing
21:18 - Who is making the trade
26:03 - Gradually, Then Suddenly & Zaprite
27:40 - Coinbase
30:36 - Realized capital
39:19 - Don’t whale watch
41:59 - Engineering and on-chain analysis
49:09 - Checkonchain analysis framework
55:11 - Wall Street using the data
57:10 - What would disprove the model?
1:00:25 - Profit/loss ratio
1:04:40 - Time off, Will the cycles continue?
1:11:58 - Price prediction
1:15:39 - Managing generational wealth
1:20:04 - Bitcoin in bad economic times
1:28:15 - Bitcoin improving politics and energy
1:35:13 - Wrapping with plugs
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| 0:00.0 | This rip of TFTC was brought to you by River. |
| 0:07.5 | It's the best place to buy Bitcoin. |
| 0:09.7 | Go to river.com slash TFTC and enjoy this episode. You've had a dynamic where money has become freer than free. |
| 0:24.7 | If you talk about a Fed just gone nuts, all the central banks going nuts. |
| 0:30.3 | So it's all acting like safe haven. |
| 0:32.5 | I believe that in a world where central bankers are tripping over themselves to devalue their currency, |
| 0:38.3 | Bitcoin wins. In the world of fiat currencies, Bitcoin is the victor. |
| 0:42.3 | I mean, that's part of the bold case for Bitcoin. |
| 0:45.3 | If you're not paying attention, you probably should be. |
| 0:48.3 | James Check, welcome to the show. Long time coming. Gidey Marty, it's great to be here, mate. |
| 0:56.0 | It's great to have you. |
| 0:58.0 | I'm going to talk about a lot. I feel like we can dive into a lot of topics here. |
| 1:04.0 | I've reached out to you though, because I'm an idiot when it comes to this cash and carry trade |
| 1:09.0 | and how the futures markets may or may not be |
| 1:12.3 | affecting price particularly with the launch of the bitcoin ETFs which have launched with a lot of |
| 1:20.1 | success i think they now collectively hold over a million bitcoin over a million yeah yep and i mean |
| 1:26.4 | undisputedly the most successful ETS in history. |
| 1:28.8 | And I just can't think of any asset that could beat it. So I think it's going to hold that |
| 1:33.0 | record for a long time. And I think it's just the beginning too, especially when you factor in the |
| 1:37.3 | fact that RIAs haven't gotten the green light yet. There's a bunch of capital still waiting |
| 1:43.8 | on the sidelines. |
| 1:45.7 | And there could be some mechanical levers that are just unleashed. |
... |
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