Latest from James Van Straten
The 4.5 signal: Why Glassnode’s RHODL ratio says the bitcoin bottom may be in
RHODL ratio suggests market conditions resemble cycle corrections rather than late-stage tops, as long-term holders regain dominance.
Bitcoin slides back below $74,000 as breakout to higher levels fails again
The $75,000-$76,000 range has proven to be stiff resistance as bitcoin attempts to claw back this year's losses.
Bitcoin funding rates hit most negative since 2023, history suggests bottom is in
Despite a surge in short positioning, bitcoin has climbed toward $75,000, with past episodes of negative funding rates often aligning with local market bottoms.
Allbirds abandons sneakers in pivot to AI computing, shares surge 400%
The footwear brand plans reinvention as Newbird AI with a $50 million convertible in a sign of the broader market shift into GPU infrastructure.
TeraWulf stock declines on $900 million share sale to fund AI data center expansion
The shares had been on a big run higher, rising more than 50% since late March.
A new class of crypto treasury companies is forming around Strategy’s high-yield stock
Firms and protocols are accumulating Strategy’s preferred stock to capture yield and bitcoin-linked exposure.
Bitcoin passes halfway point in halving cycle as price gains trail prior cycles
Slower post-halving gains reflect bitcoin’s shift toward a more mature asset.
Strategy's STRC sees record-breaking trading day, may surpass that on Tuesday
Estimated bitcoin purchase from STRC of around 7,800 BTC could mark the largest single-day addition since the preferred stock's debut.
Bitcoin moves off lowest levels as worst of weekend fears slip away
As the U.S. blockade of the Strait of Hormuz goes into effect, reports say Iran is considering the abandonment of uranium enrichment as a way to end the war.
Strategy buys 13,927 bitcoin for $1 billion, entirely through STRC
Last week's purchases were completely funded by sales of Stretch, the companies perpetual preferred stock.
