Latest from James Van Straten
Bitcoin Faces $13.3B Monthly Options Expiry as BTC Trades Well Below Max Pain
A sharp drawdown has pushed BTC towards heavy put positioning at $80,000 ahead of Friday’s expiry.

Bitcoin Faces Short Squeeze Risk Above $87K as Funding Rates Hint Local Bottom
Derivatives metrics show rising bearish positioning followed by a sharp reduction in open interest, while price recovery hints at early squeeze dynamics.

Strategy Might Have Paused Bitcoin Accumulation Last Week
The company's stock valuation sits near cycle lows as index exclusion chatter grows.

Bitcoin Longs on Bitfinex Jump 40% in Three Months as Traders Double Down on Dip
Rising margin bitcoin longs show confidence despite bitcoins ongoing correction.

China Returns as Third Largest Bitcoin Mining Hub With a 14% Share: Reuters
Underground activity expands as cheap power, miner demand and softer policy signals support a renewed mining push in key provinces in China.

Bitcoin's Plunge Brings Strategy's Holdings to Near Breakeven, but Key Test Lies 18 Months Ahead
Michael Saylor's company's balance sheet isn't at imminent risk of collapse, but further capital-raising efforts could surely be hindered unless conditions improve.

Coinbase 'Negative Premium' at Widest Level since Q1, Signalling Weak U.S. Demand
Bitcoin is on track for its worst weekly performance since March, while U.S. demand indicators weaken as the Coinbase premium declines and spot ETFs reach a record volume.

Michael Saylor Speaks Out Again as MSCI Concerns Mount
JPMorgan warning on potential MSCI exclusion sparks fresh pressure, prompting another public response from the executive chairman.

Exactly One Year After Strategy’s All-Time High, the Bitcoin-Linked Slide Intensifies
Strategy's stock price has fallen sharply alongside bitcoin, marking one of its worst drawdowns since it adopted a bitcoin treasury strategy in 2020.

Cipher Mining Inks New 10-Year HPC Deal With Fluidstack; Shares Rise 13%
The expansion adds 56 MW at Barber Lake and secures $830 million in contracted revenue, reinforced by increased Google backing.

