Latest from James Van Straten
IREN co-founder says AI’s biggest bottleneck is infrastructure, not chips
Dan Roberts outlines IREN’s strategy to build a vertically integrated AI platform spanning power, data centers, GPUs and enterprise software.
Tom Lee says trillions in tech IPO supply won't crash the S&P 500
Fundstrat’s Tom Lee argues that trillions in new IPO supply from SpaceX, Anthropic, and OpenAI could ultimately be absorbed by underallocated investors.
Bitcoin implied volatility drops to 7 month low despite macro risks
BTC's implied volatility is a picture of calm even as financial headlines warn of macro risks.
Live markets: Yet another Iran peace deal and Mark Cuban sells his bitcoin
Hyperliquid's HYPE is the outlier in crypto, rising 16.5% over the past 24 hours to a new record high.
Bitcoin's long-term holder supply approaches record high, breaking multi-year downtrend
Long-term holder supply has surged by more than 2 million coins to 16.3 million BTC during the current bear market.
The $6 billion expiration countdown: Traders pile into $82,000 bitcoin calls ahead of May 29 expiry
Deribit’s bitcoin open interest has overtaken BlackRock’s IBIT as traders brace for a showdown between $75K max pain and $80K call positioning.
Live markets: SpaceX files for massive IPO as Nvidia earnings beat Street expectations
Bitcoin is lower by more than 4% over the past week, but has remained in a very tight range around $77,000 for the last three days.
These bitcoin metrics suggest February’s $60,000 selloff may have marked the bottom
Realized cap stabilization, historically elevated RHODL readings and deeply negative funding rates all point toward a potential cycle low for bitcoin forming earlier this year.
Bitfinex traders double down on bitcoin during five-day slide as longs hit 2.5-year high
Margin longs on Bitfinex have climbed to a two-and-a-half year high as bitcoin struggles below key technical resistance near $78,000.
Strategy to repurchase $1.5 billion of 2029 convertible bonds using cash or bitcoin sales
Led by Michael Saylor, the company aims to retire half of its outstanding 0% 2029 converts as it restructures liabilities tied to its bitcoin treasury strategy.
