Latest from James Van Straten
Bitcoin’s Choppiness Index Continues to Climb, Potential Breakout Looms
Implied volatility sits at multi-year lows while sideways price action hints at further consolidation ahead of key CPI data.

$1.5B BTC Treasury Company Coming as Asset Entities Approves Merger With Vivek Ramaswamy's Strive
The combined company will be the latest in a fast-growing string of publicly traded crypto treasury firms.

CoinShares Bitcoin Mining ETF Hits Record High as AI Stocks Extend Rally
The ETF climbed past its debut price as Oracle’s AI-fueled cloud surge lifted tech momentum.

Metaplanet to Raise $1.4B in International Share Sale, Stock Jumps 16%
The bitcoin treasury company secured funds for its bitcoin-buying strategy including a $30 million commitment from Nakamoto Holdings.

U.S. Marks Down Payroll Gains by 911K in Largest Benchmark Revision Ever
Bitcoin fell and gold pulled back from a record high after the news hit.

Echoes of Summer 2023: Bitcoin’s Volatility Set to Surge
Bitcoin’s implied volatility has compressed to multi-year lows, echoing patterns seen in the summer of 2023 that preceded a sharp October spike.

Nebius-Microsoft $17.4B Deal Lifts AI Mining Stocks in Pre-Market Trading
Nebius surges 47%, Cipher Mining and IREN both advance on speculation of more AI infrastructure partnerships.

Bitcoin Illiquid Supply Hits Record 14.3M as Long-Term Holders Continue to Accumulate
Despite a 15% decline from August’s all-time high, illiquid holdings continue to grow.

U.S. Added Just 22K Jobs in August as Unemployment Rate Rose to 4.3%
The soft numbers not only cement the case for a Fed rate cut later this month, but likely put a 50 basis point move on the table versus the previously expected 25.

MARA Mines 705 BTC in August as Treasury Holdings Top 52,000
Company holds 52,477 BTC, advances Texas wind farm and European growth while shares face year-to-date decline.

