Latest from James Van Straten
Riot extends $200 million Coinbase credit facility, and bitcoin weakness could mean more sales
The miner locked in fixed borrowing costs and extended maturity, but a shrinking BTC treasury and loan-to-value triggers leave little room for error if prices slide.

Bitcoin rally shows signs of fatigue as key indicators turn bearish
Cooling U.S. demand, elevated Bitfinex whale positioning and a key on chain rejection point to short term downside during the Las Vegas Bitcoin conference.

MARA Holdings targets bitcoin quantum threat and network resilience with new foundation
Bitcoin's future is not guaranteed, said CEO Fred Thiel at the Bitcoin Conference in Las Vegas.

Bitcoin at $40,000 would be 'near-unprecedented' statistical outcome, analyst says
Mean-reversion models suggest bearish targets imply a 0.4th percentile event, far beyond typical market corrections.

U.S. government sits on $26.5 billion gain from Intel stake, as shares surge 22%
The surge in Intel shares, up more than 22% after earnings, has significantly boosted the value of the U.S. government’s position.

The $145 billion math: Why bitcoin’s quantum threat is manageable, not existential
Quantum fears focus on vulnerable early wallets, but market data suggests even a worst case sell-off would be large, not catastrophic.

The DAT collapse: Pantera wants Satsuma to dump its bitcoin as shares crash 99%
Pantera Capital is urging London-listed Satsuma Technology to liquidate its remaining bitcoin holdings and return cash to shareholders.

Elon Musk's Tesla reports unchanged bitcoin holdings, books $173 million digital asset loss
The company's bitcoin stash remained at 11,509 BTC, worth about $880 million at bitcoin's current price of around $78,000.

Bitcoin breaks Strategy's STRC ex-dividend date slump for the first time in six months
Bitcoin is seeing a short squeeze dynamic and steady U.S. demand to support gains.

HIVE, Keel push deeper into AI data centers with capital raise, asset sale
HIVE raises $115M to expand data centers while Keel exits Latin America, redirecting funds into HPC and AI as both stocks climb 4%.

