Latest from James Van Straten
Every Major Bitcoin Conference Has Seen Prices Fall in 2025, Will Abu Dhabi Be Different?
Bitcoin enters the Abu Dhabi conference near $92K after a year of sell-the-news dips at major events, raising questions about another potential pullback.
Bitcoin’s Long-Term Holders Hit Cyclical Low as Sell Pressure Finally Eases
Long-term holder supply bottomed when bitcoin sank to $80K, signaling that the wave of spot-driven selling may be nearing exhaustion as prices rebound to $90K.
Bitcoin Market Echoes Early 2022 as Onchain Stress Mounts: Glassnode
Rising bitcoin supply in loss, weakening spot demand and cautious derivatives positioning were among the issues raised by the data provider in its weekly newsletter.
How Much Longer Until We Consider the Bitcoin Power Law Model Invalid?
As the gap between spot bitcoin price and the power law widens, investors are left questioning whether mean reversion is coming or if another cornerstone model is approaching its end.
MARA Trades at a Premium Factoring in Its Debt, Not a Discount: VanEck’s Sigel
VanEck’s Matthew Sigel argues MARA’s valuation looks expensive when adjusted for its leverage and capital structure.
Crypto Sector Lit Up Bright Red as Bitcoin Slips Back to $90K
Softer than expected private inflation data did spark some hope that the Friday decline could reverse.
STRF Emerges as Strategy’s Standout Credit Instrument After Nine Months of Trading
The company's senior preferred stock has rebounded 20% from November lows, with investors apparently favoring that over the more junior issues.
Bitcoin’s Negative Correlation With Nasdaq Persists, and History Suggests a Bottom May Be Forming
Historical patterns show that bitcoin often bottoms when its correlation with the Nasdaq 100 breaks down, a dynamic now appearing for the fourth time in five years.
Bitcoin Hovers Near Production Cost as Bull/Bear Line Tightens
Difficulty and network valuation models point to BTC hovering around fair value near $90,000.
Bitcoin Futures Return to Deepest 'Backwardation' Since FTX Collapse Hinting Possible Bottom
So-called "backwardation" — a futures price curve moving lower in value as time gets further out — can be read as a measure of stress in the market.
