Latest from James Van Straten
U.S. June CPI fell 0.4%, likely cooling move toward Fed rate hikes
This morning's report could go a long way toward determining whether the Federal Reserve raises interest rates at its late-July meeting.

Bitcoin’s great rotation: Long-term holders pass supply to a new generation of buyers
Long-term holders are quietly transferring supply to a new generation of buyers, but looming Federal Reserve rate hikes could still trigger the capitulation markets have been waiting for.

Live updates: Bitcoin rises past $64,000 after soft inflation data, Warsh testimony
Trump reinstated the Hormuz blockade, sending oil higher, reversing the peace trade that helped bitcoin recover in early July.

Strategy pauses its Bitcoin buying spree to hoard a massive $3 billion cash cushion
Strategy now has more than 20 months of coverage for preferred-stock dividends and debt interest.

Michael Saylor’s Strategy added $467 million in cash, made no changes to bitcoin holdings
The company raised the fresh cash via sales of common stock; its USD Reserve now stands at $3 billion.

Paradigm shifts vs bubbles: AI chips and bitcoin show powerful trends can still produce severe corrections
Structural change can create lasting opportunities, but explosive rallies in semiconductors, metals and bitcoin show how quickly strong narratives can become speculative excess.

Live markets: Bitcoin, stocks, bonds sharply lower as Fed's Waller signals near-term rate hike
The liquidations were minor, running at about a sixth of what the market saw at its worst over the past 30 days, per CoinGlass.

Bitcoin's $60,000-$70,000 range becomes third most traded range in history
Bitcoin has spent 307 days in the $60,000-$70,000 range, the third longest consolidation in any $10,000 price band.

Live updates: Bitcoin rises to $64,000 as SK Hynix opens for trade after $26.5 billion IPO
Spot bitcoin funds lost about $95 million on Thursday and ether funds roughly $52 million, ending the one bright spot in crypto's institutional flows even as prices rallied.

Two blockbuster public debut of AI stocks could pull away more capital from crypto
A wave of blockbuster AI listings is drawing billions of dollars from global investors, reinforcing a rotation away from crypto.

