Latest from James Van Straten
What's next as hot money cycle has gone from crypto to gold to AI to memory
As bitcoin and gold momentum fades, investor flows are increasingly rotating into AI infrastructure, semiconductor and memory-related equities.
Bitcoin’s famous CME gaps are about to disappear, though three remain unresolved
The launch of round-the-clock bitcoin futures trading eliminates the long-standing CME weekend gap and marks another step toward fully integrated institutional crypto markets.
Live markets: bitcoin slides to new monthly low below $75,000 on report of strikes against Iran
Memory chip stocks are attracting capital and attention, with crypto markets settling into apathy.
IREN shares jumps on $1.6 billion Dell deal to expand AI cloud business
The Dell agreement will support IREN’s expanding AI cloud business and boost projected annualized revenue to $4.4 billion by 2027.
Bitcoin drops to 13th largest asset as capital flees to AI and precious metals
Bitcoin’s weak 2026 performance has coincided with sharp gains in metals and semiconductor giants, raising concerns that the cryptocurrency could continue losing ground.
Whale alert: Someone dumped $1.29 billion of BlackRock's bitcoin ETF in a dark pool trade
The big sale happened amid a broader continued exodus from U.S.-listed spot bitcoin ETFs.
Strive acquires 1,109 bitcoin, raising total holdings to 16,500 coins
ASST climbs 133% in three months as Strive grows holdings to 16,500 BTC and explores fresh capital raising options.
Strategy taps cash reserve to retire $1.5 billion in convertible debt
Michael Saylor and team funded the repurchases using cash as it restructures liabilities tied to its BTC treasury strategy.
Bitcoin caught between critical onchain support and an options showdown
Heavy supply concentration and large options positioning continue to suppress volatility and keep bitcoin range-bound.
IREN co-founder says AI’s biggest bottleneck is infrastructure, not chips
Dan Roberts outlines IREN’s strategy to build a vertically integrated AI platform spanning power, data centers, GPUs and enterprise software.
