Alpha
US net liquidity signals critical juncture for Bitcoin’s path forward
Rising Bitcoin correlation with U.S. liquidity underscores market uncertainty.
James Van Straten Recent Articles
Crypto Equities
Data centers emerge as groundbreaking asset class
Applied Digital sees 85% stock surge amid data center investment frenzy.
ETFs
Bitcoin ETFs mark first positive inflow in 2 weeks though BlackRock sees 3rd outflow
Mixed results for Bitcoin ETFs: BlackRock and Grayscale post losses amid $28.6 million inflow.
ETFs
Jim Bianco says Bitcoin ETFs have failed to attract TradFi or ‘boomer’ investors
Lack of investment advisor engagement and predominance of retail activity hinder Bitcoin ETF growth, according to Bianco.
Bitcoin
Michael Saylor foresees Bitcoin capturing 7% of global wealth
Saylor's BTC forecast: From $55K to $13M over two decades.
Alpha
Market share by production of public Bitcoin miners hits new high
Bitcoin mining market share by public companies hits 23% amid dropping hashprice and escalating difficulty.
Mining
Bitcoin mining aids in Texas grid stabilization and harnesses wasted renewable energy in Japan
TEPCO's innovative Bitcoin mining strategy tackles renewable energy waste.
Bitcoin
Bitcoin consolidation tests investors’ patience amidst volatile market sentiment
Bitcoin experiences extended fear period despite long-term growth potential.
Macro
U.S. jobs data miss prompts Bitcoin rise to above $56,000 amid rate cut speculation
Non-farm payrolls fall short; Bitcoin gains, dollar dips in response.
Bitcoin
Bitcoin derivatives climb to 28% of liquid supply
Bitcoin derivatives market sees significant growth since ETF introduction.
ETFs
Bitcoin ETF outflows hit $211.1 million in one day, total surpasses $1 billion since August 27
Fidelity's FBTC leads Bitcoin ETF outflows as cumulative exits surpass $1 billion since Aug. 27.
Crypto Equities
IREN advances toward 50 EH/s target as August BTC production climbs
RIOT boosts Bitcoin holdings despite 13% drop in August production.
Crypto Equities
Bitcoin drives Morgan Stanley fund’s strategy with key positions in IBIT and MicroStrategy
MicroStrategy ranks fourth in Morgan Stanley's Bitcoin-heavy fund with 4.0% weighting.