Latest from James Van Straten
Three companies add Strategy's STRC to treasury as shares return to par
Strategy’s preferred equity trades back at $100 as corporate adoption expands at Strategy World 2026.

Nvidia earnings smashed expectations as the world’s largest company CEO says AI is only getting better
The AI bellwether reported $68 billion revenue last quarter, expecting it to grow to $78 billion next quarter.

Bitcoin climbs above $68,500, Circle leads crypto stocks higher, as bounce strengthens
Ether, solana and dogecoin are among the altcoins posting 10% or more advances.

One of the longest mining capitulations nears end, signaling potential BTC price bottom
Hash Ribbon recovery and sub production pricing suggest the worst of the bitcoin drawdown may have passed.

Strategy becomes most heavily shorted U.S. stock – but don't assume pure bearishness
Short interest in MSTR equals 14% of market cap, yet much of the positioning may reflect basis trades rather than outright bets on a continued decline.

Adam Back's BSTR moving forward with public listing plans, hopes for April approval
Back remains optimistic despite the brutal price action in bitcoin and BTC treasury companies.

Cipher Digital shares rise 6% as the firm rebrands from bitcoin mining to HPC, earnings miss
The company's earnings came in below estimates as the miner leans into large scale data center buildout.

Over 400,000 BTC bought between $60k and $70k during bitcoin’s latest downturn
Glassnode data shows a 43% surge in supply clustered in the $60K to $70K range following bitcoin’s 50% decline from its October all time high.

The ghost of the iPhone: Why Michael Saylor thinks bitcoin is mirroring Apple’s legendary ‘valley of despair’
Michael Saylor compared bitcoin’s 45% drawdown to Apple’s 2013 slump, arguing that enduring deep corrections is part of every successful technology investment.

Canaan buys Cipher’s 49% of West Texas mining venture for $39.75 million in stock
The transaction gives Cipher a major shareholding in the Singapore-based company.

