Latest from James Van Straten
Crypto Daybook Americas: Bitcoin Eyes New High as MetaPlanet Mania Builds
Your day-ahead look for May 21, 2025
'Days to Cover mNAV,' Emerges as the New Standard for Evaluating Bitcoin Equities
A data driven metric reveals which companies are truly stacking sats and which are lagging behind the valuations investors are giving them.
Bitcoin Falters Near Record, but 'Realized Price' Analysis Suggests Optimistic Outlook
Tracking average exchange withdrawal prices reveals signs of capitulation and a shift toward recovery.
Strategy's STRK Hits Record Proceeds, Has Outperformed Bitcoin, S&P 500 Since Debut
STRK has risen more than bitcoin and the S&P 500 index while offering an attractive yield and differentiated market exposure.
Bitcoin ETF Inflows Surge as Basis Trade Nears 9%, Signaling Renewed Demand
Investor confidence rises as bitcoin holds above $100,000 and basis trade yields approach 9%, drawing strong institutional interest.
Strategy Expands Bitcoin Holdings With Latest Multi-Million Dollar Purchase
Company buys additional BTC via stock offerings, bringing total holdings to record levels.
Crypto Daybook Americas: Bitcoin Whiplash Shakes Market as U.S. Yield Spike Threatens Bull Run
Your day-ahead look for May 19, 2025
U.S. 30-Year Treasury Yield Breaches 5% Amid Moody's Rating Downgrade, Fiscal Concerns
Rising deficits, reduced foreign demand, and investor unease over trade policy drive bond market turbulence and broader risk aversion.
Trump Family-Backed American Bitcoin to Go Public via Merger With Gryphon Digital
Pre-market spikes follow news of strategic stock-for-stock transaction.
Strategy Makes $1.34B Bitcoin Buy, Adding Another 13,390 BTC
The Michael Saylor-led company now holds 568,840 bitcoin.
