$150K Bitcoin Coming Soon, Treasury Companies are FAILING & BlackRock Options Explode - James Check

5 days ago
116

James Check joins Marty to break down Bitcoin's new all-time highs and the debasement trade going mainstream. They analyze the chop-solidation phase that defined 2025, treasury company struggles with MNAR gravity, and why iBit options represent a massive market structure shift. The conversation covers Bitcoin's compressed volatility regime, the $95K floor with 60% of invested dollars above it, and why this cycle is measurably different from previous bull runs. James explains why retail won't save this cycle, how gold has quietly added $25 trillion in market cap, and his adjusted price targets calling for $150K as Bitcoin proves its $2 trillion base and aims for $3 trillion.

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0:00 - Intro
1:20 - The Debasement Trade is here
7:00 - Businesses stacking sats
10:18 - James’s report and chopsolidation
15:40 - Bitkey & Crowdhealth
17:50 - Realized volatility
20:48 - Debasement goes mainstream
23:56 - Fiat in gold terms
27:01 - Are people waking up?
30:10 - AI boom
38:00 - SLNT & Unchained
39:26 - Gold ripping
50:32 - On-chain levels
58:44 - Retail doesn’t have the power this cycle
1:12:33 - Metrics to ignore

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