Latest from James Van Straten
IREN Shares Jump 11% in Pre-Market Trading as Bitcoin Miner Doubles AI Cloud Fleet
Company lifts AI Cloud ARR target to more than $500 million by Q1 2026 after $674 million GPU expansion.

Strategy Added 850 Bitcoin for Nearly $100M Last Week
The relatively small purchase was mostly funded through common stock sales.

Gold Rallies an Hour After Bitcoin Drops, Suggesting a Profit Rotation Into Metals
Safe-haven flows pushed gold to new records while bitcoin stumbled, highlighting shifting investor dynamics.

Metaplanet Becomes Fifth-Largest Listed Bitcoin Holder With $632M BTC Buy
Company overtakes Bullish with $632 million purchase as both Metaplanet and Capital B shares trade lower.

Gold vs Bitcoin: Performance Through the Lens of Money Supply
Gold has done well of late, but hasn't made a new high relative to broad money supply since 2011.

Crypto Gives Away Week's Gains in Friday Decline
Even with the pullback, bitcoin continues to make higher lows, a positive technical development.

Bank of Japan's Historic ETF Unwind Sparks Market Sell-Off, Dip in Crypto
Threatening the $118,000 level hours earlier, bitcoin slipped back to the $116,000 area.

Are Pure Play Bitcoin Miners Going to Reprice Like AI/HPC Miners?
MARA and CLSK rally as bitcoin nears $118,000 and sector momentum builds.

Strategy Up 7%, Nears 200 Day Simple Moving Average as Bitcoin Rallies
Stock rebounds on technical support while peers in bitcoin treasury space struggle.

Strategy Adds 525 Bitcoin in Latest Purchase
The company boosted its holdings to 638,985 BTC after a new acquisition worth about $60.2 million.

