Short Squeeze!
Bitcoin has finally woken up, blasting through $69k and carting out the largest volume of short liquidations in history. Things will no doubt get much more interesting in the market from here onwards.
Checkonchain Bitcoin Newsletter
Meet your new Bitcoin Personal Trainer. We provide straightforward market analysis, in-depth educational content and data-driven insights to help you see through the noise and respond with confidence.
Live Last read · last published · next check
Latest posts
Squeeze 'em
Reports are circulating that futures open interest is back to all-time highs. With volatility this compressed, it looks like a lot of gamblers are (not) ready for their accounts to get liquidated.
It's Too Quiet
Bitcoin has been chopping around the $64k level for more than two months, and volatility has compressed to historical levels. This usually signals an explosive move is coming soon...
Chain-Split
Today's post covers two topics; the outcome and fork logic related to BIP110 chain-split over the weekend, followed by a classic onchain, ETF and derivatives market update.
🟠[Recording] Orange Call - July'26
Watch the July '26 Orange Member Call here
The Onchain Migration
In the wake of the Coldcard vulnerability, we have seen over 233k BTC in Long-Term Holder supply spent onchain. Today, I assess the impact this event has on our interpretation of onchain tools.
🟠 Orange Monthly: Market Stasis
The Bitcoin market appears frozen in time, despite a whirlwind of storms outside.
A Shaken Industry
Bitcoiners at large are experiencing deep feelings of betrayal, guilt, and grief, and it has changed our industry forever.
⚠️ PSA: Addressing The Coldcard Exploit
If you use a Coldcard in your Bitcoin security system, please read this post.
July Q&A: James' long-term conviction, BIP-110, $1M per coin, Clarity Act + more
Join James and Alec as they answer our Premium subscribers' top Bitcoin questions.
The Waiting Room
Volume has disappeared, volatility has dried up, and patience remains the name of the game.