Checkonchain

Snipp.net features highlights from Checkonchain, a Bitcoin-focused newsletter that acts like your personal crypto trainer. With deep expertise in on-chain data, it helps readers understand market moves, plan ahead, and make confident decisions—grounded in years of pioneering analysis and education in the Bitcoin ecosystem.

Articles: 106

Checkonchain

12 Sep 2025, 11:32

Crypto

Bitcoin Market Update

BTC has bounced off the STH cost basis, while Gold breaks out to new highs. Price still resembles a bull market dip, and we're approaching a decision point.

Checkonchain

05 Sep 2025, 09:37

Crypto

More Paper Bitcoin!

Revisiting everyone's favourite topic; paper bitcoin. Except this time, we have a new, & very large player in the room, as options on IBIT have surpassed Deribit, becoming the dominant options market.

Checkonchain

03 Sep 2025, 05:12

Crypto

🟠 Orange Telegram Group is Live

Details inside to get access to the Checkonchain Orange Member group.

Checkonchain

02 Sep 2025, 05:57

Crypto

Looking Down

The market is working pretty hard to hold onto the Short-Term Holder cost basis at $109k, but as yet, the bulls are yet to put in a meaningful bottom, so its time to take a hard look at downside risks

Checkonchain

30 Aug 2025, 00:34

Crypto

Bitcoin Tags The STH Cost Basis

A quick update from my side, given we're now trading around the STH cost basis of $108.8k.

Checkonchain

29 Aug 2025, 04:10

Crypto

🟠 Call Recording & Telegram Poll

Watch the latest Member Call, recorded today. Also includes a poll about a potential Orange Member Telegram group.

Checkonchain

28 Aug 2025, 08:23

Crypto

Subscriber Q&A - August 2025

Wen top? Where bottom? How do we monitor when the bull is rolling over? Just a sample of the questions we go through in this months Q&A discussion.

Checkonchain

27 Aug 2025, 10:24

Crypto

🟠 Monthly Report: Bitcoin Cycle Situation Report

The Bitcoin bull has hit a softer demand patch, and weaker momentum, so it's the right time for a deep dive into the structural health of the bull, and the tactical opportunities a correction offers.

Checkonchain

26 Aug 2025, 10:44

Crypto

August Q&A - Ask Your Question Here

Ask or upvote questions about Bitcoin, market structure, onchain analysis, and any other themes on your mind.

Checkonchain

25 Aug 2025, 12:24

Crypto

Seasonally Soft September

September is a statistically soft month, not only for Bitcoin, but for most risk assets. Today we're going to investigate the BTC demand profile to see whether we can buck this soft-September trend.

Checkonchain

21 Aug 2025, 01:48

Crypto

That's Not a Dip...

Is the fear we're seeing about this sell-off warranted, and is the damage large enough to justify this fear? How does this compare to the start of prior bear markets? Let's find out.

Checkonchain

18 Aug 2025, 11:37

Crypto

Soft Around The Edges

Bitcoin continues to trade in a relatively soft manner since failing to sustain an ATH break-out last week. Today's report investigates the sources of market weakness, and how it may affect the bull.

Checkonchain

15 Aug 2025, 01:29

Crypto

The Point of Control

Bitcoin has just retraced from the fresh $123k ATH, and returned to the prior trading range at $118k, printing a fairly ugly price candle. This is a snapshot market update to see what's going on.

Checkonchain

13 Aug 2025, 22:01

Crypto

Macro & Liquidity Update with The Bitcoin Layer

Bitcoin is highly sensitive to global macro and liquidity conditions, and today we're pleased to collaborate with our friends at the Bitcoin Layer to get an update on current liquidity conditions.

Checkonchain

11 Aug 2025, 04:15

Crypto

Wen Top?

"How to spot Bitcoin cycle tops?" is by far the most popular question I receive as an analyst. Whilst we cannot predict the future, we can model where things are getting a bit silly.

Checkonchain

07 Aug 2025, 07:12

Crypto

Time-In-The-Market

If there was ever a time for the 4yr Bitcoin halving cycle to break, this market environment is likely it. Given we're less than 30-days from the danger zone of previous cycles...we better hope so.

Checkonchain

04 Aug 2025, 05:31

Crypto

Damage Report

Bitcoin has crashed once again to *checks notes* $113k, being the first pull-back since breaking to new ATHs. In today's report, we inspect the damage to see if there's anything to be concerned about.

Checkonchain

01 Aug 2025, 01:52

Crypto

[Recording] Orange Monthly Call - July 2025

Watch the latest Orange Member Call, recorded on 31 July.

Checkonchain

31 Jul 2025, 23:52

Crypto

Subscriber Q&A - July 2025

Your top questions answered: from current market cycle outlook, identifying tops/bottoms and MSTR to James' onchain analysis routine and top chess openings.

Checkonchain

31 Jul 2025, 05:01

Crypto

🟠 Orange Monthly Report: Financial Alchemy

Bitcoin Treasury Companies are experimenting with financial alchemy, and we require an updated framework to properly think through the sustainability & longevity of this trend. Not all is as it seems.

Checkonchain

29 Jul 2025, 11:50

Crypto

July Q&A - Ask Your Question Here

Ask or upvote questions about Bitcoin, market structure, onchain analysis, and any other themes on your mind.

Checkonchain

28 Jul 2025, 09:04

Crypto

Absorbing Billions On A Weekend

The Bitcoin market just absorbed the sale of eighty thousand BTC on a weekend, and the market barely flinched. If this doesn't send a signal for how resilient the demand profile is, what will?

Checkonchain

24 Jul 2025, 07:44

Crypto

The Treasury Company Correction

Bitcoin continues consolidating in what looks like a high and tight bull flag, yet many Treasury Company stocks have taken a punch, with some trading more than -50% off the highs.

Checkonchain

22 Jul 2025, 07:21

Crypto

But...Bitcoin's Too Volatile!?

Bitcoin is too volatile to be useful, and that's why I don't buy it! This is one of the biggest hangups people have with Bitcoin, but when we run the numbers, the orange pill makes a lot more sense.

Checkonchain

18 Jul 2025, 02:54

Crypto

One Trillion Dollars

Today marks a very special day in the world of onchain analysis, in that the Realised Cap has just crossed the $1 Trillion threshold. The least I can do to celebrate is a bonus market update!

Checkonchain

17 Jul 2025, 08:50

Crypto

Spotting Cycle Extremes

There are many ways we can identify overheated, or oversold Bitcoin markets, but every tool comes with a bag of nuance and jargon. Today I introduce a new tool to simplify our analysis of extremes

Checkonchain

14 Jul 2025, 07:07

Crypto

A Very Quiet All-Time-High...

Perhaps a bit too quiet...

Checkonchain

10 Jul 2025, 05:14

Crypto

Chop Chop

The Bitcoin price has now chopped sideways for yet another two months, and is threatening a move back to new ATHs, and into price discovery. Something tells me, we have now chopped enough wood.

Checkonchain

08 Jul 2025, 11:26

Crypto

Eighty Thousand Ancient Bitcoin

Imagine what it must be like to HODL 80k BTC since 2011. Well, a set of ancient wallets from a time when Bitcoin traded for less than $1 just moved...and the story gets weirder & weirder from there...

Checkonchain

04 Jul 2025, 05:37

Crypto

Hitting Their Stride

It feels like Bitcoin is on the cusp of a major break-out higher. Not only is BTC a stones throw off fresh ATHs, but Strategy's preferred stocks just caught a massive bid, & this is a critical signal.

Checkonchain

30 Jun 2025, 06:49

Crypto

Peak HODL

There are a handful of points in every cycle, where supply really constricts, and HODLers tighten their grip, forcing the price to move higher. This is Peak HODL, and it feels like we're there.

Checkonchain

27 Jun 2025, 06:00

Crypto

Subscriber Q&A - June 2025

For this month's Q&A, we explore price topping models, our thoughts on MSTR and Treasury Companies, and how we're personally planning to execute our strategy when the top looks to be close.