Latest from James Van Straten
KindlyMD/NAKA Expands Bitcoin Treasury with $679M Acquisition
The company's first purchase since the Nakamoto merger boosts total holdings to 5,764.91 bitcoin.
All Bitcoin Wallet Cohorts Now in Distribution Mode, Glassnode Data
Glassnode’s Accumulation Trend Score shows weakening demand across every cohort after recent highs
U.K. 30-Year Yield Tops U.S. as Pressure Mounts on Government Borrowing
Markets demand a higher premium for U.K. debt compared to U.S. Treasury notes.
KindlyMD Closes $200M Convertible Note Funding for More Bitcoin
Shares are lower by 11% on Monday with an analyst noting NAKA's convertible note terms were somewhat more stringent than those afforded to Michael Saylor's Strategy.
Michael Saylor's Strategy Added $51M of Bitcoin Last Week
The company also updated previous guidance to now allow the issuance of fresh shares even when the stock trades below 2.5x mNAV.
Bitcoin Drops Below $115K Amid Wave of Profit-Taking
Approximately, $3.5B of profit realized over the weekend, latest correction trims 7% from ATH.
Metaplanet Expands Bitcoin Treasury by 775 BTC, Assets Outweigh Debt 18-Fold
Tokyo-listed firm now holds 18,888 BTC worth $1.95B, with NAV multiple at record low despite strong balance sheet.
Adam Back’s $2.1B Bitcoin Treasury Play Set to Challenge MARA in BTC Holdings
Bitcoin Standard Treasury Co.'s SPAC deal combines fiat financing and a bitcoin-denominated PIPE, aiming to debut on the Nasdaq with over 30,000 BTC and an aggressive growth plan.
Digital Asset Treasury Firms Plunge as Bitcoin Tumbles Below $117K, ETH Slides to $4.4K
The crypto rally continues to quickly reverse course just two days after bitcoin surged to a new record and ether soared to a five-year high.
Bitcoin Rally Stalls on U.S. Inflation, Policy Whiplash: Crypto Daybook Americas
Your day-ahead look for Aug. 15, 2025
