by James Check (Checkmatey)
Rough Consensus is a set of conversations between Checkmate, and the brilliant analysts who specialise in markets, macro, and Bitcoin. <br/><br/><a href="https://newsletter.checkonchain.com?utm_medium=podcast">newsletter.checkonchain.com</a>
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🇺🇲
Publishing Since
5/16/2024
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March 20, 2025
<p>G’day Folks,</p><p>The world is working its way through a very interesting rotation of capital, with the US bond market being a primary recipient. In many ways, this runs counter to Bitcoin intuition, since who in their right mind would want to lend a government money?</p><p>To talk through these dynamics, we welcome my friend Nik Bhatia of the Bitcoin Layer to the podcast.</p><p>Nik has a wealth of experience analysing, trading and investing in the bond market, and uses the price signals as a key input into how he measures liquidity. Nik is also a student of markets, and has recently published his second book, titled <a target="_blank" href="https://www.amazon.com/dp/B0DZY38QR1?ref_=cm_sw_r_ffobk_cp_ud_dp_M3YAQB3WE0QMC536MV0N&_encoding=UTF8&psc=1&bestFormat=true">Bitcoin Age</a>, exploring how he sees Bitcoin fitting into the world on the road ahead.</p><p>In this conversation, we cover concepts related to the bond market, the US dollar, global liquidity, Bitcoin, and the relationship between the US Treasury and Federal Reserve.</p><p>I learned a lot from this conversation, and we will no doubt have Nik back on before long.</p><p>Other Ways To Listen</p><p><strong>Youtube:</strong></p><p><a target="_blank" href="https://open.spotify.com/show/5qBUO3OjmFf3pWLJxOzKxE?si=bb85b11d535c4b5a"><strong>Spotify</strong></a><a target="_blank" href="https://open.spotify.com/show/5qBUO3OjmFf3pWLJxOzKxE?si=bb85b11d535c4b5a"> (available ~1 hr after article is published)</a></p><p><a target="_blank" href="https://podcasts.apple.com/us/podcast/rough-consensus-with-checkmate/id1761969571"><strong>Apple Podcasts</strong></a><a target="_blank" href="https://podcasts.apple.com/us/podcast/rough-consensus-with-checkmate/id1761969571"> (available ~1 hour after article is published)</a></p><p>Thanks for watching,</p><p>James</p> <br/><br/>This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit <a href="https://newsletter.checkonchain.com/subscribe?utm_medium=podcast&utm_campaign=CTA_2">newsletter.checkonchain.com/subscribe</a>
March 8, 2025
<p>G’day Folks,</p><p>A few weeks back, I prepared a piece titled <a target="_blank" href="https://newsletter.checkonchain.com/p/securing-the-bag-my-take-on-bitcoins">Securing the Bag</a>, where I laid out my thoughts on Bitcoins proof-of-work security model, and how I expect it to play out long term. Everything from the declining security budget, to the risk of a nation state 51% attack.</p><p>Off the back of this, I had the great pleasure of talking through many these dynamics with <a target="_blank" href="https://x.com/boomer_btc">Bob Burnett</a> of Barefoot Mining. Bob has thought extremely deeply about the mining industry, and is someone who has a great respect for Bitcoin as a network, and its importance in the future.</p><p>Mining is one of the least understood sectors of the Bitcoin network, and is full of so much nuance, that it can take quite a lot of work to properly wrap your head around it. My hope is that this conversation will both help answer some of those questions, offer up ideas to ponder, and leave you with even more questions that pique your curiosity.</p><p>I thoroughly enjoyed this conversation, Bob was a great guest, and I have no doubt we will do this again. </p><p>Other Ways To Listen</p><p><strong>Youtube:</strong></p><p><a target="_blank" href="https://open.spotify.com/show/5qBUO3OjmFf3pWLJxOzKxE?si=bb85b11d535c4b5a"><strong>Spotify</strong></a><a target="_blank" href="https://open.spotify.com/show/5qBUO3OjmFf3pWLJxOzKxE?si=bb85b11d535c4b5a"> (available ~1 hr after article is published)</a></p><p><a target="_blank" href="https://podcasts.apple.com/us/podcast/rough-consensus-with-checkmate/id1761969571"><strong>Apple Podcasts</strong></a><a target="_blank" href="https://podcasts.apple.com/us/podcast/rough-consensus-with-checkmate/id1761969571"> (available ~1 hour after article is published)</a></p><p>Thanks for watching,</p><p>James</p> <br/><br/>This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit <a href="https://newsletter.checkonchain.com/subscribe?utm_medium=podcast&utm_campaign=CTA_2">newsletter.checkonchain.com/subscribe</a>
February 25, 2025
<p>G’day Folks,</p><p>Today I had the great pleasure of talking with <a target="_blank" href="https://x.com/Travis_Kling">Travis Kling</a> from Ikigai Asset Management, and having a conversation that was long overdue. I have followed Travis for many years now, and he has no shortage of experience analysing, and observing how this weird market trades.</p><p>Way back in 2019, Ikigai prepared a repository of onchain analysis papers called <a target="_blank" href="https://www.kanaandkatana.com/">Kana & Katana</a>. Yours truly downloaded every single one of these as a PDF, printed them off at work, and read each of them over and over, absorbing what was at the time the cutting edge of onchain analysis.</p><p>My friends didn’t understand, but it felt very important…</p><p>In this conversation, we go down loads of rabbit holes, from the new American administration, to Bitcoins role as a macro asset, and the divergence between BTC and broader crypto. Travis has a keen eye for how the technological, social, and market dynamics of Bitcoin and crypto intersect, and the time of this podcast is no coincidence.</p><p>I think you’re really going to enjoy this one, and we managed to hit several of Travis’ famous one liners!</p><p>Other Ways To Listen</p><p><strong>Youtube:</strong></p><p><a target="_blank" href="https://open.spotify.com/show/5qBUO3OjmFf3pWLJxOzKxE?si=bb85b11d535c4b5a"><strong>Spotify</strong></a><a target="_blank" href="https://open.spotify.com/show/5qBUO3OjmFf3pWLJxOzKxE?si=bb85b11d535c4b5a"> (available ~1 hr after article is published)</a></p><p><a target="_blank" href="https://podcasts.apple.com/us/podcast/rough-consensus-with-checkmate/id1761969571"><strong>Apple Podcasts</strong></a><a target="_blank" href="https://podcasts.apple.com/us/podcast/rough-consensus-with-checkmate/id1761969571"> (available ~1 hour after article is published)</a></p><p>Thanks for watching,</p><p>James</p> <br/><br/>This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit <a href="https://newsletter.checkonchain.com/subscribe?utm_medium=podcast&utm_campaign=CTA_2">newsletter.checkonchain.com/subscribe</a>
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