Latest from James Van Straten
All Bitcoin Wallet Cohorts Now in Distribution Mode, Glassnode Data
Glassnode’s Accumulation Trend Score shows weakening demand across every cohort after recent highs
U.K. 30-Year Yield Tops U.S. as Pressure Mounts on Government Borrowing
Markets demand a higher premium for U.K. debt compared to U.S. Treasury notes.
KindlyMD Closes $200M Convertible Note Funding for More Bitcoin
Shares are lower by 11% on Monday with an analyst noting NAKA's convertible note terms were somewhat more stringent than those afforded to Michael Saylor's Strategy.
Michael Saylor's Strategy Added $51M of Bitcoin Last Week
The company also updated previous guidance to now allow the issuance of fresh shares even when the stock trades below 2.5x mNAV.
Bitcoin Drops Below $115K Amid Wave of Profit-Taking
Approximately, $3.5B of profit realized over the weekend, latest correction trims 7% from ATH.
Metaplanet Expands Bitcoin Treasury by 775 BTC, Assets Outweigh Debt 18-Fold
Tokyo-listed firm now holds 18,888 BTC worth $1.95B, with NAV multiple at record low despite strong balance sheet.
Adam Back’s $2.1B Bitcoin Treasury Play Set to Challenge MARA in BTC Holdings
Bitcoin Standard Treasury Co.'s SPAC deal combines fiat financing and a bitcoin-denominated PIPE, aiming to debut on the Nasdaq with over 30,000 BTC and an aggressive growth plan.
Digital Asset Treasury Firms Plunge as Bitcoin Tumbles Below $117K, ETH Slides to $4.4K
The crypto rally continues to quickly reverse course just two days after bitcoin surged to a new record and ether soared to a five-year high.
Bitcoin Rally Stalls on U.S. Inflation, Policy Whiplash: Crypto Daybook Americas
Your day-ahead look for Aug. 15, 2025
Bitcoin and Strategy Lead Risk-Adjusted Returns as Volatility Falls
BTC and MSTR post Sharpe ratios above 2.0, far outpacing tech peers around 1.0, while implied volatility drops to new lows.
