Alpha
James Van Straten Recent Articles
Bitcoin
Coinbase custodies 2.27 million BTC, representing 10.83% of Bitcoin’s supply
Coinbase Prime Custody secures 137,947 BTC for institutional clients.
ETFs
Bitcoin ETFs record lowest outflow in six-day streak
Cumulative Ethereum ETF outflows hit $562.3 million, Bitcoin ETFs still bleeding.
Crypto Equities
August production update: Marathon Digital Holdings holds 25,945 BTC
Public Bitcoin miners face a challenging August: Marathon, CleanSpark, and others report declines in monthly production.
Alpha
Will Bitcoin repeat last October’s rally? Short-term holders face critical juncture
Short-term Bitcoin holders face significant unrealized losses amid bearish market trends.
Bitcoin
Nvidia shares nosedive, erasing market value close to Ethereum’s entire market cap
Global market sell-offs intensify amid Nvidia's record one-day decline.
ETFs
Bitcoin ETFs see $287.8 million outflow, largest since May 1
Fidelity's FBTC and Grayscale's GBTC hardest hit in latest Bitcoin ETF outflows.
Bitcoin
Bitcoin and Ethereum see consistent declines ahead of September’s historical woes
U.S. market opening hours show historical bearish trends for BTC on Tuesdays.
Bitcoin
Bitcoin’s Sharpe ratio surpasses Ethereum’s for first time since July 2022
Bitcoin Cash and Litecoin lag with lower Sharpe ratios, reflecting increased risk.
Alpha
Ethereum DeFi ecosystem suffers contraction, TVL down to $47 billion in 2024
Ethereum struggles with DeFi contraction as competing blockchains gain prominence.
Ethereum
Ethereum 2.0 deposit contract continue to rise amid centralization concerns
Top 11 providers handle nearly half of staked Ethereum.
Bitcoin
MicroStrategy tops Bitcoin-related equities in 2024
Mining sector hit hard by Bitcoin halving; Marathon Digital down 27% YTD.
ETFs
Ethereum ETFs showed no activity on Friday, a first since US spot crypto ETFs launched
Bitcoin down 9% in August, Ethereum drops 22% with ETH/BTC ratio at 0.043.