Latest from James Van Straten
Bitcoin and software stocks are breaking up — and history says a major crypto move is coming
Bitcoin and software equities have sharply diverged after moving in lockstep for years, raising questions over whether bitcoin will eventually catch up.
Bitcoin's wild days are over — and Trace Mayer says that's a good thing
The creator of the Mayer Multiple argues bitcoin’s growing economic substance is compressing volatility and attracting deeper capital.
Bitcoin ETF outflows reach record 9-day streak as investors pull $2.8 billion
The longest run of withdrawals since U.S. spot bitcoin ETFs listed in January 2024 comes as bitcoin underperforms high-flying AI and semiconductor stocks.
Strategy's STRC slips below $99 as Strive captures investor attention
STRC has struggled to maintain its $100 target price, while Strategy's reduced cash reserves and dividend obligations are drawing increased investor attention.
What's next as hot money cycle has gone from crypto to gold to AI to memory
As bitcoin and gold momentum fades, investor flows are increasingly rotating into AI infrastructure, semiconductor and memory-related equities.
Bitcoin’s famous CME gaps are about to disappear, though three remain unresolved
The launch of round-the-clock bitcoin futures trading eliminates the long-standing CME weekend gap and marks another step toward fully integrated institutional crypto markets.
Live markets: bitcoin slides to new monthly low below $75,000 on report of strikes against Iran
Memory chip stocks are attracting capital and attention, with crypto markets settling into apathy.
IREN shares jumps on $1.6 billion Dell deal to expand AI cloud business
The Dell agreement will support IREN’s expanding AI cloud business and boost projected annualized revenue to $4.4 billion by 2027.
Bitcoin drops to 13th largest asset as capital flees to AI and precious metals
Bitcoin’s weak 2026 performance has coincided with sharp gains in metals and semiconductor giants, raising concerns that the cryptocurrency could continue losing ground.
Whale alert: Someone dumped $1.29 billion of BlackRock's bitcoin ETF in a dark pool trade
The big sale happened amid a broader continued exodus from U.S.-listed spot bitcoin ETFs.
