Latest from James Van Straten
Bitcoin, Bonds, and the Rising Influence of Japan’s Yield Curve
Bitcoin's surprising alignment with long-end Japanese government bonds signals a deeper global macro shift.

Crypto Soared in May as Institutions, States, and Regulators Embrace Bitcoin: Ikigai's Kling
Massive treasury allocations, regulatory breakthroughs, and strategic acquisitions pushed bitcoin to new highs.

Bitcoin Mining Difficulty Is Set to Reach Record High Amid Surging Hashrate
Bitcoin’s difficulty is projected to rise over 4% to a record 126.95T as hashrate nears an all-time high despite low transaction fees.

If Strategy Goes to $1, We'll Be Fine: Michael Saylor
Flexibility and optionality at the core of capital strategy for MSTR.

BlackRock’s Bitcoin ETF Reaches Record Low Volatility, Draws Billions in Flows
As IBIT attracts institutional capital, Strategy sees one of its lowest volatility readings, dampening speculative interest.

U.S. Trade Court Ruling Sends 30-Year Treasury Yield Above 5%
Tariff reversal fuels bond sell-off as U.S.-China tensions escalate across tech and education sectors.

Bitcoin Whales Seem to Be Calling a Top as BTC Price Consolidates
Large holders are shifting from accumulation to distribution as market is in rangebound levels.

Crypto Daybook Americas: Bitcoin Dominance Tops 64% While Options Indicate Bullish Tilt
Your day-ahead look for May 28, 2025

Bitcoin Surges Ahead as Strategy Lags
Divergence grows amid mNAV compression and a shift in Strategy's funding approach for bitcoin accumulation

Can Bitcoin Break Conference Curse at This Week's Las Vegas Event?
Bitcoin has been on a heater over the past few weeks, but previous years' conferences have proven to be decent selling opportunities.

