Latest from James Van Straten
Bitcoin and Strategy Lead Risk-Adjusted Returns as Volatility Falls
BTC and MSTR post Sharpe ratios above 2.0, far outpacing tech peers around 1.0, while implied volatility drops to new lows.
Crypto Prices Quickly Slide After Troubling U.S. PPI Report
Inflation at wholesale level in the U.S. in July sped up far beyond economist forecasts, calling into question expectations for lower interest rates.
TeraWulf Jumps 22% on $3.7B AI Hosting Deal, With Google Taking 8% Stake
The agreements lock in approximately $3.7 billion in contracted revenue, with potential to rise to $8.7 billion if two five-year extension options are exercised.
Bitcoin Realized Price Breaks Above 200WMA, Signaling More Room to Run
On-chain data shows the realized price has climbed above the 200-week moving average, a historical signal of sustained bull markets.
Trump Removal of BLS Commissioner Prompts Questions About Accuracy of Economic Stats
Ray Dalio said he likely would have fired the BLS head as well.
Metaplanet to Launch Preferred Shares, Bitcoin-Backed Yield Curve Plan
Japan’s largest public bitcoin holder aims to expand its treasury operations and integrate BTC into the country’s fixed income markets.
Bitcoin Dominance Falls Below 60% as Crypto, U.S. Stocks Hit New Highs
Ether leads the rally while markets price in near-certain September Fed rate cut.
Bitcoin Profit Taking Appears Modest Even Near All-Time High
Glassnode data shows long-term holders driving realized profits, while overall selling remains subdued, signaling potential for further gains.
U.S. July CPI Rose Softer Than Forecast 2.7%, but Core Rate of 3.1% Disappoints
The data was mixed, but nevertheless isn't likely to lessen the case for a September Fed rate cut.
Metaplanet Boosts Bitcoin Reserves With $61M Purchase
The Japanese company now holds 18,113 BTC worth over $1.21B, with a third-quarter BTC Yield of 26.5%.
