Latest from James Van Straten
The 'time pain' trap: why bitcoin’s bear market might need a few more months of ‘boring’ to hit a true floor
Long term holder trends suggest a maturing bear market, yet extended consolidation could test investor patience.

The bitcoin treasury boom is unwinding as some companies and governments sell holdings
Falling prices and prolonged consolidation are pushing public firms and sovereign holders to liquidate bitcoin reserves to shore up balance sheets.

Metaplanet acquires 5,075 BTC, jumps to third largest bitcoin treasury company
Japan-based firm strengthens its position with nearly $400 million purchase, surpassing MARA Holdings in global rankings.

Bitcoin ETFs post first monthly inflows since October as price stabilizes
ETF AUM fell just 7% from the October highs, highlighting resilience despite a 50% price decline.

Strategy's STRC keeps dividend payout steady at 11.5% after seven straight increases
The perpetual preferred yield holds at 11.5% for April as the 30-day volume weighted average price stabilizes near $100.

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.

