"[Bitcoin has] proven that we're now a $2 trillion asset. The next move is $3 trillion. And if we go through another 12 months of sideways, the next stop is $4 trillion."

Bitcoin at $110k+ and people are still bearish? In this episode of THE Bitcoin Podcast, Walker America sits down with on-chain and macro Bitcoin analyst James Check (Checkmate) to unpack why vibes feel weird despite a roaring market. From “chop-solidation” (boring sideways that sets up face-melting moves) to how ETF flows, IBIT options, MSTR, and OG whale supply actually work, Checkmate explains why massive demand can hide in plain sight—and why DCA + patience still beats most “clever” trades. They also discuss Bitcoin Treasury Companies, MNAV premiums, why most “proxy plays” behave like levered, timing-sensitive trades, and why just owning spot BTC usually wins.

CHECKMATE’S LINKS:

Nostr: https://primal.net/p/npub1qh5sal68c8swet6ut0w5evjmj6vnw29x3k967h7atn45unzjyeyq6ceh9r

X: https://x.com/_Checkmatey_

Web: https://www.checkonchain.com

If you enjoy THE Bitcoin Podcast you can help support the show by doing the following:

FOLLOW ME (Walker) on @WalkerAmerica on X | @TitcoinPodcast on X | Nostr Personal (walker) | Nostr Podcast (Titcoin) | Instagram

Subscribe to THE Bitcoin Podcast (and leave a review) on Fountain | YouTube | Spotify | Rumble | EVERYWHERE ELSE

*****

THE Bitcoin Podcast Partners:

> http://bitbox.swiss/walker -- use promo code WALKER for 5% off the Bitcoin-only Bitbox02 hardware wallet.

> GET FOLD ($10 in bitcoin): https://use.foldapp.com/r/WALKER

“If Bitcoin does what we believe it's gonna do, what else do you need?”

In this episode of THE Bitcoin Podcast with Walker America, Venezuelan-born Bitcoiner and Ledn co-founder Mauricio Di Bartolomeo joins Walker America to tell the wild, true story of how hyperinflation and authoritarian crackdowns forced his family to rely on Bitcoin—mining in Venezuela, dodging extortion, and escaping with their savings secured by a hardware wallet. We unpack Bitcoin-backed loans, proof-of-reserves, why many lenders collapsed in 2022 (and why Ledn didn’t), plus the new regulatory vibe shift (Fannie/Freddie asset recognition, “super-app” frameworks) and how banks will collide with Bitcoin-native finance.

Guest links:

• X: https://x.com/cryptonomista

• Nostr: https://primal.net/mauricio

If you enjoy THE Bitcoin Podcast you can help support the show by doing the following:

FOLLOW ME (Walker) on @WalkerAmerica on X | @TitcoinPodcast on X | Nostr Personal (walker) | Nostr Podcast (Titcoin) | Instagram

Subscribe to THE Bitcoin Podcast (and leave a review) on Fountain | YouTube | Spotify | Rumble | EVERYWHERE ELSE

*****

THE Bitcoin Podcast Partners:

> http://bitbox.swiss/walker -- use promo code WALKER for 5% off the Bitcoin-only Bitbox02 hardware wallet.

> GET FOLD ($10 in bitcoin): https://use.foldapp.com/r/WALKER

In this episode of THE Bitcoin Podcast, Walker America sits down with Damus app creator Will Casarin (JB55) to explore the future of building on Nostr, the role of Bitcoin as freedom tech, and the global fight against censorship and government overreach. From unpacking the UK’s Online Safety Act to examining the rise of Zap commerce, they dive into how Nostr enables censorship-resistant apps, community-driven growth, and authentic content creation. JB55 shares updates on Damus, NoteDeck, and the challenges of Apple’s restrictive guidelines, while highlighting the importance of interoperability, peer-to-peer technology, and unique creator experiences. The conversation also covers the tension between Bitcoin vs. stablecoins, the promise of 3D-printed self-defense tools, and why authenticity and freedom-focused design are essential for adoption. They also discuss Jack Dorsey's Bitchat app and Nostr integrations. Packed with insights on Bitcoin adoption, Nostr innovation, and freedom-preserving technology, this episode offers a compelling look at how decentralized platforms are reshaping the future of money, speech, and community online.

FOLLOW WILL ON NOSTR: https://damus.io/npub1xtscya34g58tk0z605fvr788k263gsu6cy9x0mhnm87echrgufzsevkk5s

Npub1xtscya34g58tk0z605fvr788k263gsu6cy9x0mhnm87echrgufzsevkk5s

Download Damus: https://apps.apple.com/us/app/damus/id1628663131

FOLLOW WALKER ON NOSTR: https://primal.net/walker

FOLLOW THE Bitcoin Podcast on Nostr: https://primal.net/titcoin

Key Topics:

• Nostr development and growth
• Bitcoin adoption and payments
• Censorship and freedom tech
• Online safety regulations and government overreach
• 3D-printed tools of self-defense

If you enjoy THE Bitcoin Podcast you can help support the show by doing the following:

FOLLOW ME (Walker) on @WalkerAmerica on X | @TitcoinPodcast on X | Nostr Personal (walker) | Nostr Podcast (Titcoin) | Instagram

Subscribe to THE Bitcoin Podcast (and leave a review) on Fountain | YouTube | Spotify | Rumble | EVERYWHERE ELSE

*****

THE Bitcoin Podcast Partners:

> GET FOLD: https://use.foldapp.com/r/WALKER

> http://bitbox.swiss/walker -- use promo code WALKER for 5% off the Bitcoin-only Bitbox02 hardware wallet.