Latest from James Van Straten
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.

U.S. Added Stronger Than Forecast 119K Jobs in September, but Unemployment Rate Rose to 4.4%
The September jobs report typically would have been published in the first week of October, but was delayed till now due to the government shutdown.

Metaplanet Unveils New Bitcoin Backed Capital Structure with $150M Perpetual Preferred Offering
MARS and MERCURY preferred shares define a two tier equity stack as Metaplanet raises new capital.

AI and HPC Bitcoin Miners Surge Pre Market Following Stellar NVIDIA Earnings
Strong NVIDIA guidance lifts pre market sentiment across bitcoin miners while NAKA delivers delayed Q3 losses.

Abu Dhabi Investment Tripled IBIT Holdings in Q3 as Bitcoin Headed to Record High
The company sees bitcoin as a store of value, similar to gold, a spokesperson told Bloomberg.

Bitcoin Market Watch: Nvidia Earnings, Fed Minutes and Payrolls to Set the Tone
Investors navigate AI driven volatility, rate cut uncertainty and critical economic data releases.

BlackRock's Bitcoin ETF, IBIT, Posts Record One-Day Outflow of $523.2 Million
The average spot bitcoin ETF buyer sits near a $90,000 cost basis, leaving most investors roughly flat.

Bitcoin Backwardation Returns, a Pattern That Often Marks Market Bottoms
Futures prices for BTC are trading below spot prices, signaling "extreme fear," which can sometimes be read as a contrarian buy signal.

