Latest from James Van Straten
MARA Trades at a Premium Factoring in Its Debt, Not a Discount: VanEck’s Sigel
VanEck’s Matthew Sigel argues MARA’s valuation looks expensive when adjusted for its leverage and capital structure.
Crypto Sector Lit Up Bright Red as Bitcoin Slips Back to $90K
Softer than expected private inflation data did spark some hope that the Friday decline could reverse.
STRF Emerges as Strategy’s Standout Credit Instrument After Nine Months of Trading
The company's senior preferred stock has rebounded 20% from November lows, with investors apparently favoring that over the more junior issues.
Bitcoin’s Negative Correlation With Nasdaq Persists, and History Suggests a Bottom May Be Forming
Historical patterns show that bitcoin often bottoms when its correlation with the Nasdaq 100 breaks down, a dynamic now appearing for the fourth time in five years.
Bitcoin Hovers Near Production Cost as Bull/Bear Line Tightens
Difficulty and network valuation models point to BTC hovering around fair value near $90,000.
Bitcoin Futures Return to Deepest 'Backwardation' Since FTX Collapse Hinting Possible Bottom
So-called "backwardation" — a futures price curve moving lower in value as time gets further out — can be read as a measure of stress in the market.
Strategy Battles for Par on STRC, Lifting Dividend to 10.75%
The company lifted STRC’s payout after the preferred stock again slipped below its $100 par value.
IREN Investors Mull Outlook After $3.6B Capital Raise as Jim Cramer Says 'Sell'
The bitcoin miner turned AI compute provider tumbled on Tuesday and is now down nearly 50% over the past month.
Bitcoin Dipped Below 'Fair Value' for First Time in 2 Years, History Says 132% Gains Next 12 Months
Network reset complete: leverage flushed, LTHs accumulating and price back above fair value.
Trump-Backed American Bitcoin Plunges 40% on Heavy Volume, Dragging Hut 8 Lower by 12%
The collapse marks yet another disappointing Trump family crypto-related investment.
