PODCAST · business
Rough Consensus with Checkmate
by James Check (Checkmatey)
Rough Consensus is a set of conversations between Checkmate, and the brilliant analysts who specialise in markets, macro, and Bitcoin. newsletter.checkonchain.com
Episodes
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Bonds and Bitcoin with Nik Bhatia (RC#12)
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 government money? To talk through these dynamics…
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Proof-of-Work Security with Bob Burnett (RC#11)
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 risk of a nation state 51% attack. Off the back of…
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Bitcoin's Divergence from Crypto with Travis Kling (RC#10)
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, and observing how this weird market trades. Way back…
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The Big Print with Lawrence Lepard (RC#9)
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 knack for telling the story from his unique perspective....
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MicroStrategy Bewilderment with Jeff Walton (RC#8)
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 through the problem. I am a huge fan of analysts who do…
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Memetic Markets with Murad Mahmudov (RC#7)
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 the key orange pill moments for me personally. I...
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The Bitcoin Big Leagues with Alex Thorn (RC#6)
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 processing my own thoughts around. After listening to a...
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Crypto Market Structure with Permabull Niño (RC#5)
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 analyst and trader for SpaceWhale Capital. He has a...
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Trading Insights from my Market Mentor, Doc (RC#4)
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 Severson. Doc is a trader with two decades of...
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Rough Consensus Podcast with Joe Carlasare (Ep #3)
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 from the big risk overheads in the legal world, to the...
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Rough Consensus Podcast with Lawrence Lepard (Ep #2)
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, and I still hold a position, and an affinity for the...
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Podcast Launch: Rough Consensus with @TXMCTrades (EP#1)
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 Rough Consensus, which is a set of ad-hoc…
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Bitcoin Cycle Top Hunting: June 2024
This is a free preview of a paid episode. To hear more, visit newsletter.checkonchain.com One 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 that I don’t anchor to a specific price, nor date…
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Stable, For Now...
This is a free preview of a paid episode. To hear more, visit newsletter.checkonchain.com Bitcoin 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 beast, and it ebbs and flows throughout the cycle....
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Masterclass #4: Onchain Originals Price Models
This is a free preview of a paid episode. To hear more, visit newsletter.checkonchain.com Onchain analysis is a relatively young discipline, and the early golden years of innovation kicked off in late 2018 when Coin Metrics released the Realised Cap. For several months after, there was a mad rush...
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If It Walks, Talks and Quacks Like a Bull...
This is a free preview of a paid episode. To hear more, visit newsletter.checkonchain.com Onchain 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 transparent, it can improve your odds..if you know what...
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ABOUT THIS SHOW
Rough Consensus is a set of conversations between Checkmate, and the brilliant analysts who specialise in markets, macro, and Bitcoin.
newsletter.checkonchain.com
HOSTED BY
James Check (Checkmatey)
CATEGORIES
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Frequently Asked Questions
How many episodes does Rough Consensus with Checkmate have?
Rough Consensus with Checkmate currently has 16 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Rough Consensus with Checkmate about?
Rough Consensus is a set of conversations between Checkmate, and the brilliant analysts who specialise in markets, macro, and Bitcoin. newsletter.checkonchain.com
How often does Rough Consensus with Checkmate release new episodes?
Rough Consensus with Checkmate has 16 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to Rough Consensus with Checkmate?
You can listen to Rough Consensus with Checkmate on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Rough Consensus with Checkmate?
Rough Consensus with Checkmate is created and hosted by James Check (Checkmatey).
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