Latest from James Van Straten
Rate hike bets are building for the Fed – and now the Bank of Japan too
A weakening yen, rising bond yields, and the risk of a carry trade unwind pose a headwind to risk assets, including bitcoin.
Strategy may have paused bitcoin accumulation last week, ending a 13-week buying streak
The company seemed to have skipped its weekly bitcoin purchase announcement for the first time since late December.
Markets move to price in rate hikes as inflation fears and geopolitics reshape Fed expectations
Middle East tensions have driven divergences across asset markets as oil stays elevated and traditional safe havens falter.
Crypto stocks battered as Nasdaq enters correction in $17 trillion market rout
The Friday plunge fits into a pattern since the war in Iran broke out, with gains on Monday turning into losses by the end of the week.
Retail investors drive widespread bitcoin selling as prices fall
Glassnode data shows distribution across cohorts as BTC falls below $67,000, with whales remaining largely neutral.
Bitcoin falls below $67,000 as U.S. 10-year Treasury yield nears 1-year high of 4.5%
Liquidation heatmap shows large liquidity cluster around $66,000, signaling potential downside target.
Strategy’s 11.5% dividend equity bounces back faster than historical average to unlock more bitcoin buying
Preferred shares recovered in nine days after their ex-dividend drop, enabling further bitcoin accumulation.
Bitcoin slips below $69,000 as oil rebounds on fading Middle East peace hopes
Crypto prices and risk assets remain at the mercy of macro headlines for now, one analyst said.
MARA Holdings higher by 10% after selling $1.1 billion in bitcoin to fund debt buyback
The strategic move cuts debt, reduces dilution risk, and strengthens the balance sheet for expansion into AI and energy infrastructure, said the company.
Bitcoin has traded in a tight range for nearly 50 days – but this is not a "bear flag"
Extended range-bound price action signals structural consolidation rather than a textbook bearish continuation, despite rising downside risks.
