Dear Readers, We are joined once again by the Checkonchain team to discuss some more bitcoin and macro dynamics. As per usual, we will let the Checkonchain analysis open up the article, and we will close it with our analysis. Don’t forget to show the Checkonchain team some love by subscribing to their newsletter—they are always on point with the latest in bitcoin: So, without further ado, let’s dive in! Was 2025 just underwhelming, or did bitcoin quietly lay the groundwork for an extended bull run? On December 17 at 1 PM CST, Conner Brown, James Lavish, and Preston Pysh join They’ll cover:
If you want clarity on what 2025 really meant for bitcoin—and how to think about the road ahead—this is the event. Wednesday, Dec 17 at 1 PM CST — online, free to attend. Secure your Bitcoin this holiday. 21% off all Blockstream Jade devices. Before we keep going with the article, we want to wish everyone some Happy Holidays! We want to show the world everything we’ve built this year for our TBL Pro members, and give you the chance to get full access at a 40% discount on annual subscriptions through Christmas. As a TBL Pro member, you’ll get access to:
On Behalf of the TBL Team, Happy Holidays! If you are currently a TBL Pro member and want to take advantage of this offer, cancel your current subscription and resubscribe to redeem this discount. G’day Folks, One of my favourite one-liners is how often ‘we don’t see the narratives on Twitter playing out in the data’. Everyone has an opinion on everything, creating an endless stream of catchy narratives, which get boosted by the social media algorithms. More often than not, these algorithms tend to amplify small factors which are easy to put a label on (those dastardly whales suppressing the price!), but tend to miss the dominant factors which are usually more pedestrian and unexciting (a lot of people sold coins). This is why we’re very pleased to be back with another collaborative report alongside our friends at The Bitcoin Layer, to help our readers cut through the noise. As we head into 2026, there are plenty of narratives circulating out there, which can make it hard to set up our expectations for the year that is coming. From my perspective, there are a bunch of ideas I am currently thinking through:
Today’s post will provide our perspectives on these topics, amongst many others. Our goal is to help our subscribers focus in on the narratives that have a strong data-driven evidence base backing them up. 2026 is already shaping up to be an interesting year, so we want to head into it as clear-minded and level-headed as we can.
Premium Members will find the TL:DR summary, video update and the rest of the written post below. Consider upgrading to premium today to unlock the rest of the content! Disclaimer: This article is general in nature, and is for informational, and entertainment purposes only, and it shall not be relied upon for any investment or financial decisions.
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Thursday, December 18, 2025
Insider Selling and the 'QE vs Not QE' Debate: A Collaboration with Checkonchain
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