Latest from James Van Straten
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 slips below $63,000 in an Asian-session leverage flush
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.
Live updates: Bitcoin rises to $63,000, oil and bond yields drop as markets look past latest Iran dustup
U.S. spot bitcoin ETFs lost a net $84 million on Wednesday, ending a three-day inflow run that had pulled in roughly $509 million
Adam Back's bitcoin treasury firm scraps SPAC merger, seeks new deal
BSTR and Cantor Equity Partners will not complete their merger under the original July 2025 agreement, with the shareholder meeting postponed indefinitely.
AI trade loses steam as infrastructure boom faces reality check
Record earnings, rising competition and concerns over slowing AI spending are forcing investors to reassess one of the market's biggest trades.
Live markets: Iran returns to the headlines, hitting markets
Bitcoin and ether ETFs drew fresh inflows Monday as the bid starts to return.
Michael Saylor's Strategy dramatically ups pace of bitcoin sales, raising $216 million
The company sold 3,588 bitcoin last week to replenish its dollar reserves for dividends on its preferred stock.
