Latest from James Van Straten
Debt-Fueled AI Pivot Puts Bitcoin Miners to the Test
Record debt and convertible note issuances signal a strategic shift as miners chase growth beyond bitcoin, but execution risk and revenue generation now take center stage.
CleanSpark Joins AI Rush in Expansion Beyond Bitcoin Mining
The company hired industry veteran Jeffrey Thomas to lead new AI data center division.
Strategy Expands Bitcoin Holdings to 640,418 BTC With Latest Purchase
The company financed the acquisition by raising $18.8 million through the issuance of various perpetual preferred shares and common stock
This Cohort Is the Main Force Behind Bitcoin’s Resistance in Price
Holder behavior, not external factors, emerges as the primary source of selling pressure as older coins move and profits are realized.
Michael Saylor Highlights Yield Gap Between STRF, STRD Preferred Stock Offerings
Two preferred stocks with different payout priorities and risk profiles are creating a significant yield gap.
CoreWeave Has No Plans to Boost Price in Core Scientific Takeover Battle
The company calls its offer for CORZ “best and final” as it counters hedge fund criticism and urges investors to back the deal.
Gold Tests Key Resistance Level That Could Signal the Next Bullish Phase
Bitcoin is now just 7% of gold’s total market value as it nears a $2 trillion market cap.
Record Surplus in September Highlights U.S. Fiscal Momentum as Bitcoin Struggles
While bitcoin hovers near $105,000, stronger government revenues and a record September surplus point to improving fiscal conditions.
The Rise and (Mostly) Fall of the PIPE Model in Bitcoin Treasury Strategies
Once hailed as a fast track to bitcoin accumulation, PIPE financing now faces scrutiny as companies struggle with cratering share prices.
Bitfarms Launches $300M Convertible Note Offering, Shares Drop Pre-Market
Bitfarms share price has soared over 315% year to date, due to AI/HPC pivot.
