Latest from James Van Straten
Leverage Reconfigures in Q1: DeFi Recovers, CeFi Quietly Expands, Treasury Debt Mounts
Galaxy’s latest report shows crypto leverage fell overall, but structural shifts in DeFi, CeFi and treasury financing signal rising interdependence and hidden risk.

Crypto Daybook Americas: Bitcoin Faces Bearish June Seasonality as ETF Flows Slow
Your day-ahead look for June 5, 2025

Investment Advisers Become Top Holders of Spot Bitcoin ETFs, Ether ETF Demand Rises
13F filings show investment advisers dominate institutional crypto ETF exposure, with growing interest in ether alongside Bitcoin.

Elon Musk Blasts U.S. Spending Bill as Debt Nears $37T
Tesla CEO calls Trump’s spending package the ‘Debt Slavery Bill’.

Korea's K Wave Media Soars 155% on $500M Bitcoin Treasury Plan
Aspiring to become the “Korean Metaplanet,” K Wave Media is selling $500 million in common stock to fund initial BTC purchases.

Semler Scientific Acquires Additional 185 Bitcoin, Bringing Holdings to Nearly $500M
The latest purchase was for $20 million and the company has now tapped its April 15 common stock issuance program for $136.2 million to fund bitcoin buys.

Crypto Daybook Americas: Bitcoin Volatility Near 2-Year Low Is IBIT’s Gain, Strategy's Pain
Your day-ahead look for June 4, 2025

CoreWeave Stock Soars on $7B Data Center Deal With Applied Digital
Surging AI demand drives 276% YTD rally as CoreWeave secures major infrastructure capacity for HPC expansion.

MARA Sets Post-Halving Record With Highest Bitcoin Production Since January 2024
Strategic integration, proprietary mining pool, and rising hashrate fuel MARA’s standout May performance amid industry-wide difficulty spike.

K33 Executes First Bitcoin Purchase Under New Treasury Strategy
The initial 10 BTC acquisition signals long-term commitment to bitcoin integration, said the Sweden-based digital asset brokerage and research firm.

