Latest from James Van Straten
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.
Tom Lee says trillions in tech IPO supply won't crash the S&P 500
Fundstrat’s Tom Lee argues that trillions in new IPO supply from SpaceX, Anthropic, and OpenAI could ultimately be absorbed by underallocated investors.
Bitcoin implied volatility drops to 7 month low despite macro risks
BTC's implied volatility is a picture of calm even as financial headlines warn of macro risks.
Live markets: Yet another Iran peace deal and Mark Cuban sells his bitcoin
Hyperliquid's HYPE is the outlier in crypto, rising 16.5% over the past 24 hours to a new record high.
Bitcoin's long-term holder supply approaches record high, breaking multi-year downtrend
Long-term holder supply has surged by more than 2 million coins to 16.3 million BTC during the current bear market.
The $6 billion expiration countdown: Traders pile into $82,000 bitcoin calls ahead of May 29 expiry
Deribit’s bitcoin open interest has overtaken BlackRock’s IBIT as traders brace for a showdown between $75K max pain and $80K call positioning.
Live markets: SpaceX files for massive IPO as Nvidia earnings beat Street expectations
Bitcoin is lower by more than 4% over the past week, but has remained in a very tight range around $77,000 for the last three days.
These bitcoin metrics suggest February’s $60,000 selloff may have marked the bottom
Realized cap stabilization, historically elevated RHODL readings and deeply negative funding rates all point toward a potential cycle low for bitcoin forming earlier this year.
