Latest from James Van Straten
Crypto's latest selloff was a TradFi event, not a crypto crisis
Last week’s downturn was driven by yen carry trades and macro leverage, highlighting how deeply digital assets are now tied to traditional markets, panelists at Consensus Hong Kong 2026 said.

Institutions fuel tokenized RWA boom as retail looks set to follow suit
From treasuries and funds today to equities and private assets tomorrow.

Solana's Lily Liu champions internet capital markets at Consensus Hong Kong 2026
Fireside chat with Michael Lau spotlights finance focus, Asia's centrality, and revenue-driven growth

U.S. bitcoin ETFs register back-to-back inflows for first time in a month
ETF assets under management continue to diverge from spot bitcoin price.

Takaichi Triumph: Japan’s record 56,000 Nikkei surge sends bitcoin to $72,000, gold past $5,000
Japanese mandate sparks surge in equities and safe havens.

Broad-based bitcoin accumulation emerges after sharp capitulation
Glassnode data is showing buying across all cohorts of bitcoin holders.

Record breaking stats from bitcoin’s Thursday capitulation signal a bottom is near
Extreme capitulation metrics are now matching levels seen only at major cycle lows.

Weak earnings drag IREN, Amazon; bitcoin stocks rebound in pre-market
Earnings disappointments weigh on AI related tech, while crypto sentiment improves on bitcoin’s rebound.

Strategy to initiate a bitcoin security program addressing quantum uncertainty
Michael Saylor reinforces commitment to bitcoin and quantum security on Q4 earnings call.

Strategy has $6.5 billion loss on BTC, but continues trading at premium to value of its assets
Ahead of the fourth-quarter earnings report tonight, shares are down another 13% as bitcoin falls back to $68,000.

