_Checkonchain

Bitcoin Onchain Analysis Suite @
Bitcoin Newsletter @ @_checkmatey_ & @_alecdj

[_Checkonchain @_checkonchain]

Bitcoin is hanging onto $75k by its fingernails, with the latest correction putting the emerging bull market structure to the test.

With a gap in trading volume extending towards $72k, the market is approaching a critical point in determining whether the current correction remains healthy or develops into something more serious.

In our latest piece, @_Checkmatey_ examines the degree of capitulation among Bitcoin investors, alongside the bullish and bearish signals developing across spot and futures markets.

Get it here --> https://t.co/ofUjQOJabL

[_Checkonchain @_checkonchain]

Bitcoin has spent much of 2026 struggling against the AI trade, but the relative performance picture may be starting to shift.

Since June, Bitcoin has been recovering ground against equities, while the latest US election results have added fresh uncertainty to the outlook for AI infrastructure spending.

In our latest piece, @_Checkmatey_ examines the potential for capital rotation across Bitcoin, equities, gold and the broader AI sector.

https://t.co/NlAAnvvWbF

[_Checkonchain @_checkonchain]

The October Premium Checkonchain Q&A is now live 🎙️

James and Alec cover:

• Are we still at risk of a Q4 liquidity crash?
• Why Bitcoin feels so boring — and why that may be a good thing
• How much capital BTC actually needs to move higher
• Identifying tops as on-chain thresholds evolve
• Bull market dips vs another bear-market leg
• DCA selling strategies
• Quantum, AI and Bitcoin security
• The recovery in Bitcoin mining
Plus plenty more across the 90-minute session.
Full Q&A 👇
https://t.co/4q4YlMAK5D

[_Checkonchain @_checkonchain]

Bitcoin's latest correction is putting several important structural price levels to the test.

The $75k–$78k region represents the first major support zone, while a move towards $72k would bring the 200-day moving average into focus.

In our latest piece, @_Checkmatey_ examines the onchain and futures market signals that will help determine whether this is a healthy correction or a deeper deterioration in market structure.

Get it here-> https://t.co/vgyQujbQyJ

[_Checkonchain @_checkonchain]

Bitcoin has fallen towards $76k following news of a suspected multi-billion-dollar Binance hack, adding another bearish headline to an already challenging market.

Yet onchain data continues to show relatively little Long-Term Holder selling, while Bitcoin is now testing several important structural price levels.

In our latest flash update, @_Checkmatey_ examines the sell-off, how investors are responding onchain, and what it means for Bitcoin's broader market structure.

Get it here --> https://t.co/XWdinO4RiP

[_Checkonchain @_checkonchain]

Bitcoin investor sentiment is showing an interesting divide.

Newer investors are expressing historically high levels of anger and declining optimism, while experienced holders are considerably more positive.

In our latest piece, @_Checkmatey_ collaborates with @SullyMichaelvan to combine sentiment and onchain profitability data, exploring why these two groups see the Bitcoin market so differently.

https://t.co/YJt2mq6gCy

[_Checkonchain @_checkonchain]

Bitcoin's dip to $80k appears to have been bought, with the market continuing to hold up remarkably well.

Bitcoin has pulled back less than 9% from its recent high, with futures leverage continuing to decline and onchain sell-side pressure remaining relatively small.

In our latest piece, @_Checkmatey_ examines the current market structure, investor behaviour, and the signals suggesting Bitcoin may be preparing for its next major move.

Get it here: https://t.co/A3mjzPhr6o

[_Checkonchain @_checkonchain]

Bitcoin pulled back towards $80k over the weekend, but the correction remains remarkably shallow, particularly given the challenging macro backdrop and the strength of the rally since August.

Pullbacks since the August rally have remained below 9%, while onchain sell-side pressure continues to be relatively small.

In our latest piece, @_Checkmatey_ examines Bitcoin's current correction, and how price action and investor behaviour compare with previous early bull market recoveries.

Get it here -> https://t.co/jcPTUc8u8c

[_Checkonchain @_checkonchain]

Two of the largest Bitcoin treasury companies are taking very different approaches to the current market.

Strategy (MSTR) has focused on strengthening its balance sheet, while Strive (ASST) has aggressively accumulated Bitcoin, increasing its holdings by +78% over the last 90 days.

In our latest piece, @_Checkmatey_ examines these divergent strategies, and why mNAV expansion and contraction will be critical to their future stock performance.

Read it here -> https://t.co/r7KJ0AG5FD

[_Checkonchain @_checkonchain]

Bitcoin is trading around $83k, yet investors are still showing plenty of fear.

Despite $13.6B in monthly onchain capital inflows, futures leverage has declined by 18% since the August breakout, and ETF investors have started selling into the latest dip.

In our latest piece, @_Checkmatey_ examines this disconnect between investor behaviour and the underlying market structure.

Get the market update here -> https://t.co/AszaipuRsb

[ORIGINSEOUL 2027 @ORIGINseoulBTC]

엇갈리는 지��, 하나의 시장을 읽는 법
How Do You Read Conflicting Market Signals?

🎤 STEPHAN LIVERA l Podcaster, SLP
🎤 JAMES CHECK l Co-Founder, CEO & Lead Analyst, checkonchain
🎤 ALEC DEJANOVIC l Co-Founder & CPO, checkonchain

온체인·ETF·파생상품 데이터가 엇갈릴 때 Checkonchain이 이를 하나의 시장 관점으로 해석하는 방식.
How Checkonchain combines conflicting on-chain, ETF and derivatives signals into a coherent market view.

[Bryce @BruceTylor_]

@_checkonchain Great chart. Looking forward to watching the subscriber video in the AM.

[_Checkonchain @_checkonchain]

One of the hardest parts of a Bitcoin bull market isn't surviving the dips. It's watching price rally without you.

FOMO often leads investors to buy too much at local highs, only to panic sell when the next correction arrives.

Now that we're seeing a pullback towards $80k, the question is whether this is another reason to be fearful, or an opportunity to think differently.

In our latest piece, @_Checkmatey_ explores the psychology of FOMO, lessons from his own experience since 2019, and how onchain data can help investors navigate the current market.

Get it here -> https://t.co/Kt0PpbZCbG

[_Checkonchain @_checkonchain]

bitcoin:native continues to stair-step higher, without giving sidelined investors much of a dip to buy.

At the same time, futures leverage continues to decline, funding rates remain below 4%/yr, and Long-Term Holders are largely sitting on their hands.

In our latest newsletter, @_Checkmatey_ examines the market structure behind the move, and lays out his roadmap for the next stage of Bitcoin’s recovery.

Get it here -> https://t.co/h1EUTFrRlL

[_Checkonchain @_checkonchain]

For the first time since Bitcoin’s October 2025 ATH, we’re seeing multi-billion-dollar weekly ETF inflows again.

Around $2.1B flowed into the ETFs last week, signalling that this pool of investors has started taking notice of Bitcoin once again.

In our latest piece, @_Checkmatey_ examines the return of ETF demand and what the onchain, futures and ETF data tells us about the current Bitcoin market.

Get it here -> https://t.co/TnH564jnKj

[_Checkonchain @_checkonchain]

Even in a Bitcoin bull market, the odds of an up or down day are roughly 50:50.

The difference is that a very small number of outsized positive days drive almost all of the cycle’s returns. Only ~3% of trading days account for 100% of the bull market gains.

In our latest piece, @_Checkmatey_ breaks down what the statistics tell us about how Bitcoin bull markets actually trade.

Get the Article here -> https://t.co/1k1H1oaxCx

[_Checkonchain @_checkonchain]

bitcoin:native just ripped past $83k, pushing through what @_Checkmatey_ has dubbed the “Bears Last Stand.”

In our latest piece, James breaks down the setup and what he’s watching next → https://t.co/JhqzZWxZHV

[_Checkmate 🟠🔑⚡☢️🛢️ @_Checkmatey_]

Higher.

https://t.co/pNW1EsmSuc

[_Checkonchain @_checkonchain]

bitcoin:native is back above $81k.

After almost a year of bear market rallies and lower highs, the question on a lot of people's minds is: how do we know this current rally isn’t going to fail just like the last one?

In our latest piece, @_Checkmatey_ digs into the data, presenting a confluence of evidence that we believe supports a genuine regime change out of the 2026 bear market.

https://t.co/xQ7wRDdooL