Latest from James Van Straten
Gold knocks on a door that's been shut for 50 years as bitcoin tests a defining support
Measured against U.S. money supply, gold is back at levels that marked major historical peaks, while bitcoin retraces toward a key cycle floor.

Bitcoin nears breakout from the $85,000-$90,000 range as options expiry looms
A year-end options expiry for bitcoin is suppressing volatility just as macro and risk-asset positioning turns supportive for a higher price.

Bitcoin bulls eye possible tailwind as U.S. dollar index continues to leg lower
Metals and other hard assets continue their surge to new records as the greenback stumbles, but crypto has not responded.

Strategy's increased dollar buffer covers more than 2 years of dividend obligations
The company expanded its USD buffer runway beyond 2027, supporting dividends and reduces refinancing risk ahead of the next bitcoin halving.

Miner capitulation is a contrarian signal, indicates renewed bitcoin momentum, VanEck says
VanEck data shows declining bitcoin mining activity has historically preceded strong returns in bitcoin.

CME loses top spot to Binance in bitcoin futures open interest as institutional demand wanes
Behind the move is a sharp narrowing in the profitability of the basis trade, in which traders attempt to capture a spread by buying spot bitcoin while selling BTC futures.

Stock market's Santa tradition offers hope to battered Bitcoin bulls
A time-honored Wall Street pattern could bring relief to battered BTC bulls as the year end nears.

Strategy pauses bitcoin buys, boosting cash reserve by $748 million last week
Led by Executive Chairman Michael Saylor, the company raised the funds entirely by sales of common stock.

Bullish bitcoin plays on Bitfinex swell to highest since early 2024
Margin long positions continue to climb, signaling strong conviction despite bitcoin’s weakness.

Gold wins the debasement trade in 2025, but it is not the full story
U.S. bitcoin ETF AUM fell less than 4% despite a 36% price correction from the October high.

