Why This Bitcoin Bull Market Is Different | Checkmate

Checkmate breaks down Bitcoin's market structure, why treasury companies are flooding in, and whether the four-year cycle has finally broken. We get into how institutional money is reshaping on-chain dynamics, why long-term holders are behaving differently this cycle, and what the recent 80,000 BTC move signals about dormant supply. Checkmate also explains the risks and opportunities of corporate treasury plays, premium-to-NAV dynamics, and how the rest of this bull market could play out. In this episode: - Treasury company dynamics - Why Bitcoin’s drawdowns are structurally different this cycle - The rise of institutional-sized transactions and empty mempools - What the 80,000 BTC sale tells us about long-dormant coins - The quantum debate THANKS TO OUR SPONSORS: IREN RIVER ANCHORWATCH BLOCKWARE LEDN BITKEY Follow: Danny Knowles: https://x.com/_DannyKnowles or https://primal.net/danny Checkmate: https://x.com/_Checkmatey_

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This episode is 1 hour and 14 minutes long.

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This episode was published on August 1, 2025.

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