Latest from James Van Straten
Bitcoin, Ether Struggle With Options Expiry Imminent: Crypto Daybook Americas
Your day-ahead look for Sept. 25, 2025

U.S. Treasury Action to Blame for Bitcoin’s Break From Global M2, Raoul Pal Says
The sharper impact on bitcoin may be tied to significant selling from long-held coins, contributing to the deviation from the global M2 trend.

Bitcoin Miners Surge on Speculation of OpenAI-Driven Energy Demand
Publicly traded miners are riding the AI infrastructure boom as investors bet excess capacity can fuel high-performance computing.

Bitcoin Stalls Around $112K as Whales Lead Wave of Selling
Cohort selling and long-term holder distribution add to ongoing pressure.

History Suggests Bitcoin Likely to Catch Up as it Again Lags S&P 500
While bitcoin and the S&P 500 often trend together, they periodically diverge during bull cycles.

Bitcoin Stumbles in Week 38, Its Third Worst Week on Average
Seasonal weakness persists as crypto markets cool, while gold and AI stocks capture attention.

IREN Shares Jump 11% in Pre-Market Trading as Bitcoin Miner Doubles AI Cloud Fleet
Company lifts AI Cloud ARR target to more than $500 million by Q1 2026 after $674 million GPU expansion.

Strategy Added 850 Bitcoin for Nearly $100M Last Week
The relatively small purchase was mostly funded through common stock sales.

Gold Rallies an Hour After Bitcoin Drops, Suggesting a Profit Rotation Into Metals
Safe-haven flows pushed gold to new records while bitcoin stumbled, highlighting shifting investor dynamics.

Metaplanet Becomes Fifth-Largest Listed Bitcoin Holder With $632M BTC Buy
Company overtakes Bullish with $632 million purchase as both Metaplanet and Capital B shares trade lower.

