Latest from James Van Straten
Why Michael Saylor's bitcoin buys aren’t moving the needle anymore
Despite billions in purchases, MSTR demand is being outweighed by long term holder positioning and broader capital flows.

Bitcoin pulls away from software stocks as Iran war, AI reshape market dynamic
BTC correlation with an ETF tracking software comany stocks broke sharply from near-total alignment to near zero after the conflict started.

Ex-UK Chancellor backs bitcoin as alternative to failing systems
Kwasi Kwarteng reflects on current U.K. market turmoil, fiscal “doom loop,” and his move into bitcoin with Stack BTC.

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.

