Latest from James Van Straten
Bitcoin's Historical September Low May Already Be Priced In
Historical monthly patterns suggest early September could mark the bottom before Q4 momentum builds.

U.S. Posts $345B August Deficit, Net Interest at 3rd Largest Outlay, Gold and BTC Rise
US spending surged to $689B in August as gold hit fresh highs near $3,670 and bitcoin crossed $115K.

U.S. CPI Rose a Faster-Than-Expected 0.4% in August; Core Rate in Line
The headline news is sending markets, bitcoin included, lower, but isn't likely to derail the Fed from trimming interest rates next week.

Bitcoin’s Choppiness Index Continues to Climb, Potential Breakout Looms
Implied volatility sits at multi-year lows while sideways price action hints at further consolidation ahead of key CPI data.

$1.5B BTC Treasury Company Coming as Asset Entities Approves Merger With Vivek Ramaswamy's Strive
The combined company will be the latest in a fast-growing string of publicly traded crypto treasury firms.

CoinShares Bitcoin Mining ETF Hits Record High as AI Stocks Extend Rally
The ETF climbed past its debut price as Oracle’s AI-fueled cloud surge lifted tech momentum.

Metaplanet to Raise $1.4B in International Share Sale, Stock Jumps 16%
The bitcoin treasury company secured funds for its bitcoin-buying strategy including a $30 million commitment from Nakamoto Holdings.

U.S. Marks Down Payroll Gains by 911K in Largest Benchmark Revision Ever
Bitcoin fell and gold pulled back from a record high after the news hit.

Echoes of Summer 2023: Bitcoin’s Volatility Set to Surge
Bitcoin’s implied volatility has compressed to multi-year lows, echoing patterns seen in the summer of 2023 that preceded a sharp October spike.

Nebius-Microsoft $17.4B Deal Lifts AI Mining Stocks in Pre-Market Trading
Nebius surges 47%, Cipher Mining and IREN both advance on speculation of more AI infrastructure partnerships.

