James Check, Co-Founder of Check on Chain, joins us to talk about the current state of Bitcoin in 2026. James breaks down why Bitcoin decoupled from the wider market in late 2025, the massive sell-side pressure from long-term holders, and why on-chain metrics point to a bear market phase. We also explore the “extraordinary” nature of ETF flows, the quantum computing debate, and why gold and Bitcoin are ultimately the same trade.
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Notes:
* ETF outflows reached ~$6.5 billion
* Realized Cap is currently trending lower
* Bitcoin fair value is approx $90k
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Published twice weekly, “The Blockspace Pod” interviews the best builders and operators in the Bitcoin and Bitcoin mining landscape. Subscribe to get notifications when we publish interviews on Tuesday and a news show on Friday!
