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September 4, 2025 · 1h 34m

CHOPSOLIDATION MAKE BITCOIN NUMBER GO UP | James Check (Checkmate)

"[Bitcoin has] proven that we're now a $2 trillion asset. The next move is $3 trillion. And if we go through another 12 months of sideways, the next stop is $4 trillion."

Cover art for CHOPSOLIDATION MAKE BITCOIN NUMBER GO UP | James Check (Checkmate)

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1 A lot of people are going, oh man, this cycle sucks because it's like 2025 and we're at the same price.

3 When this thing goes, it's proven that we're now a $2 trillion asset.

5 And if we go through another 12 months of sideways, the next stop is $4 trillion.

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A lot of people are going, oh man, this cycle sucks because it's like 2025 and we're at the same price.

It's like, yeah, but chop guys, chop solidation.

When this thing goes, it's proven that we're now a $2 trillion asset.

The next move is $3 trillion.

And if we go through another 12 months of sideways, the next stop is $4 trillion.

I think expectations, not earning enough Bitcoin because they're in shit coins,

not earning enough Bitcoin because they're in treasury companies,

they're the big three that I think have got people frustrated.

Show notes & resources

"[Bitcoin has] proven that we're now a $2 trillion asset. The next move is $3 trillion. And if we go through another 12 months of sideways, the next stop is $4 trillion."

Bitcoin at $110k+ and people are still bearish? In this episode of THE Bitcoin Podcast , Walker America sits down with on-chain and macro Bitcoin analyst James Check (Checkmate) to unpack why vibes feel weird despite a roaring market. From “ chop-solidation ” (boring sideways that sets up face-melting moves) to how ETF flows, IBIT options, MSTR, and OG whale supply actually work, Checkmate explains why massive demand can hide in plain sight—and why DCA + patience still beats most “clever” trades. They also discuss Bitcoin Treasury Companies, MNAV premiums, why most “proxy plays” behave like levered, timing-sensitive trades , and why just owning spot BTC usually wins.

CHECKMATE’S LINKS:

Nostr: https://primal.net/p/npub1qh5sal68c8swet6ut0w5evjmj6vnw29x3k967h7atn45unzjyeyq6ceh9r

X: https://x.com/_Checkmatey_

Web: https://www.checkonchain.com