Rough Consensus with Checkmate
Rough Consensus with Checkmate
Episodes
Episodes of Rough Consensus
Mark All
G’day Folks,The world is working its way through a very interesting rotation of capital, with the US bond market being a primary recipient. In many ways, this runs counter to Bitcoin intuition, since who in their right mind would want to lend a
G’day Folks,A few weeks back, I prepared a piece titled Securing the Bag, where I laid out my thoughts on Bitcoins proof-of-work security model, and how I expect it to play out long term. Everything from the declining security budget, to the ri
G’day Folks,Today I had the great pleasure of talking with Travis Kling from Ikigai Asset Management, and having a conversation that was long overdue. I have followed Travis for many years now, and he has no shortage of experience analysing, an
G’day Folks,I was delighted to catch up with Larry Lepard once again to talk about his new book The Big Print. Having monitored and invested in markets for many decades, Larry has an incredible depth of knowledge and experience, and a real knac
Today, we're releasing the latest edition of the Rough Consensus podcast with Jeff Walton (@PunterJeff) covering our thinking about MicroStrategy.Jeff was very early to the MSTR trade, and has done an extraordinary amount of work thinking throu
G’day Folks,Today I jumped on the phone with Murad Mahmudov, who has been around the Bitcoin and onchain world for a very long time. Back in 2018, Murad was the guest on a podcast with Pomp titled the Ultimate Bitcoin Argument, which was one of
G’day Folks,I had the great pleasure of meeting Alex Thorn in Nashville, where we were joined by Dylan LeClaire to discuss whether the 4yr Bitcoin cycle is likely to persist. This is a question I get all the time, and one which I am still proce
G’day Folks,Permabull Nino is one of my oldest friends in the Bitcoin industry. The two of us cut our teeth together studying and developing onchain tools and metrics over many years. PB has an accounting background, and currently works as an a
G’day Folks, today I have something really special for you, and that is I am bringing in the biggest of guns to explore what on earth is going on right now in the Bitcoin market.The latest episode of Rough Consensus is with my market mentor Doc
G’day Folks,Today, I had a fantastic conversation with Joe Carlasare, who carries tremendous insight into how the regulatory, legal, and macro dynamics affect global markets, and Bitcoin. We cover so much ground in this conversation, ranging fr
G’day Folks,I had the great pleasure of meeting Lawrence Lepard in Nashville, and it was only natural to follow up with a conversation centred on sound money. Without a shadow of a doubt, I would have been a goldbug if Bitcoin did not exist, an
G’day Folks,Today I have a real treat for you. With all the turmoil in markets this week, I wanted to jump on the phone with someone who has done serious proof-of-work understanding the wider macro landscape.This is the inaugural episode of Rou
This is a free preview of a paid episode. To hear more, visit newsletter.checkonchain.comOne of the most requested topics I receive, and at no surprise, is to cover how I think about finding Bitcoin cycle tops. You will often hear me saying tha
This is a free preview of a paid episode. To hear more, visit newsletter.checkonchain.comBitcoin rarely goes to sleep like this, and low volatility is certainly not something the asset has a reputation for. Volatility is of course a dynamic bea
This is a free preview of a paid episode. To hear more, visit newsletter.checkonchain.comOnchain analysis is a relatively young discipline, and the early golden years of innovation kicked off in late 2018 when Coin Metrics released the Realised
This is a free preview of a paid episode. To hear more, visit newsletter.checkonchain.comOnchain analysis is a little bit like having partial x-ray vision at the poker table. You can’t see every card, but if you can make a handful of cards tran
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