Latest from James Van Straten
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.

Gold vs Bitcoin: Performance Through the Lens of Money Supply
Gold has done well of late, but hasn't made a new high relative to broad money supply since 2011.

Crypto Gives Away Week's Gains in Friday Decline
Even with the pullback, bitcoin continues to make higher lows, a positive technical development.

Bank of Japan's Historic ETF Unwind Sparks Market Sell-Off, Dip in Crypto
Threatening the $118,000 level hours earlier, bitcoin slipped back to the $116,000 area.

Are Pure Play Bitcoin Miners Going to Reprice Like AI/HPC Miners?
MARA and CLSK rally as bitcoin nears $118,000 and sector momentum builds.

Strategy Up 7%, Nears 200 Day Simple Moving Average as Bitcoin Rallies
Stock rebounds on technical support while peers in bitcoin treasury space struggle.

Strategy Adds 525 Bitcoin in Latest Purchase
The company boosted its holdings to 638,985 BTC after a new acquisition worth about $60.2 million.

NAKA Plunges 55% as PIPE Investors Ready Sales
AI-related bitcoin mining stocks extended gains as Tesla jumps on Elon Musk’s share purchase.

Bitcoin Whales Join Dump; All BTC Wallet Cohorts Are Net Sellers
Glassnode data shows all wallet groups are back in distribution mode, while regional trading patterns highlight Asia’s strength and Europe’s weakness.

GPU Gold Rush: Why Bitcoin Miners Are Powering AI’s Expansion
Bitcoin mining firms are transforming their energy-hungry facilities into AI data centers, chasing stable contracts and higher returns as crypto profitability wanes.

