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Description

Marty sits down with James Check to discuss the game of chicken being played between the US and China.

James on Twitter: https://x.com/_Checkmatey_

Checkonchain: https://charts.checkonchain.com/

Newsletter: https://newsletter.checkonchain.com/

0:00 - Intro

0:36 - Tariff bomb

6:32 - Recession incoming

9:30 - Fold & Coinkite

11:08 - Yen/dollar devaluation game of chicken

15:33 - Gold and Bitcoin’s price floor

25:02 - Unchained Event

25:27 - Bull case is more likely

34:15 - Thesis meeting reality

43:51 - Bitcoinization of finance

46:59 - Bessent reset

54:26 - Closing monologue

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