Latest from James Van Straten
Record Surplus in September Highlights U.S. Fiscal Momentum as Bitcoin Struggles
While bitcoin hovers near $105,000, stronger government revenues and a record September surplus point to improving fiscal conditions.
The Rise and (Mostly) Fall of the PIPE Model in Bitcoin Treasury Strategies
Once hailed as a fast track to bitcoin accumulation, PIPE financing now faces scrutiny as companies struggle with cratering share prices.
Bitfarms Launches $300M Convertible Note Offering, Shares Drop Pre-Market
Bitfarms share price has soared over 315% year to date, due to AI/HPC pivot.
Bitcoin Faces Heavy Selling Pressure Despite Seasonal Bullish Expectations
Long-term holders and whales continue to offload BTC as profit-taking intensifies and the four-year cycle narrative shows signs of weakening.
Crypto-Native Traders, Not TradFi, Drove Bitcoin’s Largest Deleveraging Event
Roughly $12 billion in futures positions were wiped out on Friday, marking a major shift in market structure and potentially signaling a bottom.
Blast From the Past: Previous U.S. Government Shutdown Aligned With Bitcoin's Bear Market Bottom
Today’s shutdown coincides with record gold prices, and a major leverage flush out.
IREN and WULF Shares Jump as Companies Launch Billion Dollar Debt Deals
Both companies unveil major note offerings to strengthen balance sheets and accelerate growth in data center and computing infrastructure
Metaplanet Trades Below 1x mNAV for First Time Since Starting Bitcoin Treasury Plan
Falling share prices push bitcoin treasury firms below key valuation threshold.
BlackRock's IBIT Bucks the Trend with Continued Inflows Despite Weak Bitcoin Price Action
Despite the largest ETF outflow in weeks and a sharp bitcoin price drop, IBIT continues to attract capital.
Metaplanet Pauses Share Sales to Fund Bitcoin Purchases
The Bitcoin-focused firm paused stock acquisition rights for 20 trading days as its stock's multiple to net asset value hit a cycle low.
