#605: When This Trade War Will End with James Check

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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