James and Preston dissect the evolving cryptocurrency landscape—from market structure transitions and on-chain data missteps to Bitcoin mining incentives and the cutting-edge strategies behind Bitcoin Treasury companies. 



IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro 

02:47 - Lessons learned from the 2020-2021 crypto cycle

04:59 - Why the crypto market is shifting from spot to leverage-driven models

05:54 - The role of futures and ETFs in today’s low-activity network

10:42 - How mining subsidies influence innovation and decentralization

14:08 - Why fees are crucial for protecting Bitcoin from censorship

19:32 - How Bitcoin’s dominance affects altcoin cycles

26:35 - Insights into tokenized sovereign debt and blockchain scalability

32:15 - The potential long-term shift in global KYC regulations

33:13 - The rise and risks of Bitcoin Treasury companies

38:53 - Key differences between MicroStrategy and competitors

 

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.



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James and Preston take listeners through the shifting dynamics of the crypto market, highlighting the transition from spot to leverage dominance, declining on-chain activity, and lessons from past cycles.

BTC241: Bitcoin Treasury Companies w/ James Check (Checkmate) Bitcoin Podcast