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James Van Straten
22K posts
James Van Straten
@btcjvs
Senior Analyst @CoinDesk @Bullish | Advisor @CoinsiliumGroup @ForzaBitcoin
London Katılım Ocak 2011
862 Takip Edilen50.2K Takipçiler
James Van Straten retweetledi
A full time grant from @MaelstromFund to @tdryja to help make Bitcoin more resilient to the threat of quantum computers!
Along with another grant from @bitcoinbrink to @conduition_io, a team is developing!
GIF
Maelstrom@MaelstromFund
Maelstrom is pleased to announce that Tadge Dryja (github.com/adiabat/) is the 6th recipient of the Maelstrom Bitcoin Grant Program
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@nic_carter i thought they were selling dollars for france to win lol
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@BobbyBTCMaxi the government would have taken it/its all unfunded liabilities anyway
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Free advertisement for bitcoin and gold.
The pension age will increase, until morale improves.
Politics UK@PolitlcsUK
🚨 NEW: The Government is now set to raise the state pension age to 68 in 2037 - seven years earlier than originally planned
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@RichardByworth could be a july pump...
Saylor has a duty of care to MSTR shareholders, not btc holders.
That btc should have been sold which has been authorized, not sell at almost 1x mNAV
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@btcjvs Not sure how this makes sense James. You pointed out the huge volume at 58-59k, we have since ratcheted slowly higher in a manner that would lead me to believe that sellers are exhausted. As a shareholder I would hate to see him sell here
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This is now the company’s longest stretch without a bitcoin purchase since late 2024, at three weeks.
Saylor’s next move should be to sell the $1.25 billion of bitcoin which has been authorized. Until he sells it will continue to weigh on the market.
For $STRC to recover to par, bitcoin now needs to move higher. That said, STRC has likely found its low, supported by more than 18 months of dividend coverage in cash. Shorts have most likely cleared now.
Michael Saylor@saylor
Strategy has increased its USD Reserve by $450 million. As of 7/12/2026, we hodl ₿843,775 in our BTC Reserves and $3.0 billion in our USD Reserves. $MSTR $STRC strategy.com/press/strategy…
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BTC priced in Gold, topped in December 2024
BTC priced in SPX, topped in July 2025
BTC priced in USD, topped in October 2025
BTC priced in gold, bottomed in February 2026
BTC priced in SPX, bottomed in June?
BTC priced in USD, bottomed in August/September?
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I muted BIP 110 about 3 weeks ago, and it was a great decision
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The next wave for bitcoin is coming from stablecoins and tokenisation.
The money is going to pour into this industry
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@btcjvs Notice how the top was way earlier than the usd top....
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Bitcoin priced in gold is going for its 200DMA at 16oz after being rejected in May.
BTC priced in Silver is already above its 200DMA.
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UK yields are higher after that cold US CPI print.
UK10Y back at 5% 🍿
zerohedge@zerohedge
Biggest drop in monthly headline CPI (-0.4%) since covid crash. Core CPI also lowest since covid.
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@AviFelman i could have told you that after the initial strikes back in february
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You need to understand this war doesn't matter anymore. You think it matters, you think something will happen.
I am here to tell you nothing will happen. Stocks will go up. Life will go on. You will read the 15th ceasefire headline. At #26 you will finally agree with me.
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and the market is currently pricing in 50bps of rate hikes, good luck with that.
Geiger Capital@Geiger_Capital
The train is out of control… The first nine months of FY 2026 produced a deficit of $1.37 TRILLION. That’s more than the same period last fiscal year. The deficit and debt are only going up.
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@EricBalchunas Hes a terrific coach, won us the champions league with chelsea in 2021, with a pile of rubbisg
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When the word “paradigm” is mentioned in either an analyst report or by retail, the top is already in.
James Van Straten@btcjvs
When you start to hear paradigm shifts that is when the top is in. It happened with bitcoin and the "Infinite Money Glitch". Gold and the "debasement trade". Silver and the "shortage due to the AI buildout". and now semis with a new paradigm Everything is narrative driven.
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