Latest from James Van Straten
Bitfarms targets zero bitcoin on the balance sheet as it pivots to AI
The company is actively selling bitcoin and redeploying capital into AI-focused data centers as part of a broader transformation away from mining.

Downside risk remains as bitcoin nears record-tying six-month losing streak
A close below $67,300 for bitcoin would confirm six straight monthly losses amid ongoing macro pressures.

David Bailey’s Nakamoto sells roughly 5% of its bitcoin holdings, offloading 284 BTC
The sale underscores liquidity pressures as the company continues its pivot to a bitcoin treasury strategy.

Trump-backed American Bitcoin hits 7,000 BTC as holdings expand rapidly
Satoshis per share climbs past 660, reinforcing rapid treasury expansion since Nasdaq debut.

Bitcoin hashrate posts first-quarter drop for first time in 6 years as miners pivot to AI
The first-quarter decline breaks a long-standing growth trend, but could ultimately support decentralization as public U.S. miners face losing dominance.

Rate hike bets are building for the Fed – and now the Bank of Japan too
A weakening yen, rising bond yields, and the risk of a carry trade unwind pose a headwind to risk assets, including bitcoin.

Strategy may have paused bitcoin accumulation last week, ending a 13-week buying streak
The company seemed to have skipped its weekly bitcoin purchase announcement for the first time since late December.

Markets move to price in rate hikes as inflation fears and geopolitics reshape Fed expectations
Middle East tensions have driven divergences across asset markets as oil stays elevated and traditional safe havens falter.

Crypto stocks battered as Nasdaq enters correction in $17 trillion market rout
The Friday plunge fits into a pattern since the war in Iran broke out, with gains on Monday turning into losses by the end of the week.

Retail investors drive widespread bitcoin selling as prices fall
Glassnode data shows distribution across cohorts as BTC falls below $67,000, with whales remaining largely neutral.

