HeyJaredRough Consensus with Checkmate
Rough Consensus is a set of conversations between Checkmate, and the brilliant analysts who specialise in markets, macro, and Bitcoin. newsletter.checkonchain.com
- Indexed pieces, last 90 days
- 17
- Latest publication
- Oct 1, 2026
- Audience
- By platform
- Earliest in this view
- Aug 24, 2026
One publication, every platform
Open a platform to follow it on its own.
Why these are grouped
They share a verified publisher identifier or are linked from the publication’s official site. People stay separate from their publications.
Latest pieces
🟠 Monthly Report: Early Innings (opens the original)
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Note: This monthly report & upcoming conference call is exclusive to Checkonchain Pro subscribers as part of our highest-tier plan within Substack.Checkonchain Pro offers an additional Monthly PDF report, and closer contact with James on top of the premium newsletter editions.If you would like to learn more about Checkonchain Pro, please click the button below.Learn More About The Pro Plan
September Q&A - Ask Your Question Here (opens the original)
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G’day Folks,Welcome to the September edition of our Q&A, where Premium subscribers can ask questions about the Bitcoin market, onchain analysis, and broader macro themes. We will record and publish the Q&A session later this week!How to Ask Your Question 👇 Read more
ETF Inflows Reignite (opens the original)
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G’day Folks, For the first time since Bitcoin’s October 2025 ATH, we’ve seen multi-billion-dollar weekly ETF inflows. Around $2.1B flowed into the ETFs last week, signalling that this pool of investors has started taking notice of the orange coin once again.It should come as no surprise that the peak in ETF inflows occurred right at the market ATH. The peak outflow also occurred right after the July low was set.As it turns out, ETF investors are just like the average investor, they tend to buy h
The Biggest Bull Days (opens the original)
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G’day Folks, To no surprise for our readers, Bitcoin has blasted through all overhead resistance levels and squeezed a mountain of short traders from their positions.Not only has this rally shocked bears into a capitulation on their thesis, it has convincingly re-established a weekly scale uptrend by clearing the May high at $83k.Thus far, Bitcoin has rallied over +50% off the $58k low, tagging $87k intra-day.In today’s piece, I want to address two main topics:A quick market update, covering the
The Coiled Serpent (opens the original)
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G’day Folks, Bitcoin just isn’t giving the bears what they want.It’s also not giving the sidelined bulls any opportunity to buy it cheaper.The Bitcoin price looks coiled up across all time-frames, and yet there are still people trying to short it into the prophesied Q4 low.Good luck with that!In today’s piece I’ll share my view on the current Bitcoin setup, what signals have me quite bullish, and my crystal ball of where I think prices are heading next.Become a Premium subscriber to access today
Publishing over time
Last 90 days. Choose a month to open its work.
Recurring subjects
Named in the text we hold. One piece can cover several.
Audience
Each platform is measured on its own. Audiences can overlap.
Newsletter
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Podcast
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About this data
Counts cover the work we have indexed. Tone needs enough text and a confident classification. Excerpts and episode notes are not full articles or transcripts.
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