Latest from James Van Straten
Bitcoin Options Tilt Bearish Ahead of Friday's Expiry: Crypto Daybook Americas
Your day-ahead look for Sept. 4, 2025

Strategy's Cycle Peak Aligned with IBIT Options Debut Last November
Strategy’s valuation cycle top came as BlackRock’s IBIT options launched, underscoring the interplay between equity-driven and ETF-based bitcoin exposure.

Gold Outshines in 2025 as Bitcoin-Gold Ratio Eyes Q4 Breakout
Gold’s 33% surge cements its role as the benchmark asset, while bitcoin’s long-term structure against gold signals a decisive move ahead.

Bitcoin’s Old Guard Still Growing Despite Whale Selling
Glassnode data shows long-term holders growing their share of supply, challenging the narrative of widespread OG distribution.

Winklevoss Twins Back $147M Raise for Treasury’s Landmark European Bitcoin Listing
The Gemini co-founders are supporting Netherlands-based Treasury BV as it pursues a reverse listing on Euronext Amsterdam to become Europe’s leading bitcoin treasury company.

Strategy Raises Dividend on STRC Offering to Attract Yield-Seeking Investors
The company boosted the yield on the perpetual preferred stock to try and edge STRC toward $100 target.

Bitcoin's 7 Day Average Hashrate Hits 1 ZettaHash for First Time
Milestone reached on the seven day moving average highlights accelerating network growth and sets stage for a major difficulty adjustment.

Federal Reserve Rate Cut Could Spark a Revival in Bitcoin’s Basis Trade
CME open interest and futures premiums have slumped this year. Looser monetary policy may change the picture.

Metaplanet Shares Jump After Key Amendments
Investor approval of share expansion and governance changes.

Bitcoin’s Realized Capitalization Climbs to Record High Even as Spot Price Drops
The on-chain metric is rising despite bitcoin falling to more than 12% below its all-time high.

