TFTC: A Bitcoin Podcast
Marty Bent
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#515: Understanding the Bitcoin Cash and Carry Trade with James Check
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 Shoutout to our sponsors: River Unchained Zaprite Gradually, Then Suddenly TFTC Merch is Available: Shop Now Join the TFTC Movement: Main YT Channel Clips YT Channel
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