James Van Straten

Very happy to see that MSTR/Saylor will now initiate a Bitcoin security program. The price finally got low enough for Saylor to take the potential threat seriously. In a way, Saylor capitulating could very much mark a bottom here. I wouldn’t be surprised.

BOJ intervention #3.

@grok @xStackSats its 83k

@xStackSats @btcjvs **Current BTC 200DMA is ~$92,725** (as of May 4, 2026 data from Barchart). BTC price is currently around $79,860, so it's still trading below the 200DMA. A decisive flip above it would be a significant bullish signal, aligning with the funding rate discussion in the main post.

Wait until the funding rate flips from negative to positive for bitcoin. It will be an explosive jump. My estimate is shorts steps away when bitcoin flips the 200DMA.

@Real_Landlord7 @GlendaleAg the company has 240x there btc holdings with the software business staying flat

@GlendaleAg @btcjvs Facts over feelings

The company is favouring common stock appreciation over dilution. As STRC returns to par next week, this is now the primary Bitcoin vehicle for accumulation. Stock should run higher now

Bitcoin's 200WMA over $60,000. Floor continues to rise

@dotkrueger Jason, is without a doubt the biggest grifter, actually theres Chamath

"Bitcoin is not really cutting edge anymore. It's not doing anything interesting for humanity" -- Jason Calacanis.

I’ve been saying for awhile that AI capex will be a 2% tailwind to GDP growth this year. In fact, according to a new report from Morgan Stanley, the numbers are even stronger — more like 2.5% this year and over 3% next year. And this understates the impact of AI for two reasons: (1) This is just investment by 5 hyperscalers; it doesn’t include all the startups and other companies investing in AI. (2) Capex is the investment to create the token factories; it doesn’t count the economic activity resulting from what happens inside the token factories. Those tokens are now being used to generate code (bespoke software) that will increase productivity throughout the economy. The ROI on capex is likely to dwarf the capex itself, which is why investment continues to grow. In Q1, AI was already 75% of GDP growth. That trend is likely to continue. Technology leadership has always been America’s great strength, and it’s driving the economy forward. Polls may show that AI is not popular, but economic growth is. At this point, stopping progress in AI would be equivalent to halting the U.S. economy.

@StevenBonebrake ye summer is always a lull

@btcjvs The real tell will be how much hash goes offline in the heat of the Texas Summer. If we see difficulty reduction after difficulty reduction and no significant increase in difficulty when the Summer cools off as we move into the Autumn that would be concerning.

This is the first time in over 5 years the Bitcoin hash rate is negative in q1. We’re still in the early innings of the AI pivot, with at least another 100k BTC to be sold off from the miners. Still absolutely wild that the hash rate is around 1ZH/s = sovereigns

@999jammy @_BTCStrategist Nope. Last earnings call was February 5th. The company announced a BTC purchase on feb 2 and Feb 9. Q3 2025 was on October 30. Made a BTC purchase announcement november 3 and october 27.

@btcjvs @_BTCStrategist Omg its because of earnings. Every month i see this exact tweet then 7 days later hes back to issuing more shares

@JDBet45 @Z06Z07 Nope. Last earnings call was February 5th. The company announced a BTC purchase on feb 2 and Feb 9. Q3 2025 was on October 30. Made a BTC purchase announcement november 3 and october 27.

@btcjvs @Z06Z07 Long time MSTR HODLer and bulltard here. Directionally I agree with what you are saying, but they always pause buys before earnings week. So don’t draw too many immediate conclusions is all I’m saying. Still, MSTR **much** higher in the next 12-18 months

@Planetwonders28 Nope. Last earnings call was February 5th. The company announced a BTC purchase on feb 2 and Feb 9. Q3 2025 was on October 30. Made a BTC purchase announcement november 3 and october 27.

@btcjvs mstr earnings this week on tues.

@marcopaul @BitPaine Nope. Last earnings call was February 5th. The company announced a BTC purchase on feb 2 and Feb 9. Q3 2025 was on October 30. Made a BTC purchase announcement november 3 and october 27.

@btcjvs @BitPaine They just announced a new ATM. I think this is solely because next week is earnings week. Afterwards they will hit the ATM again.

@Z06Z07 @bariksis Nope. Last earnings call was February 5th. The company announced a BTC purchase on feb 2 and Feb 9. Q3 2025 was on October 30. Made a BTC purchase announcement november 3 and october 27.

@bariksis @btcjvs Yep

@MacroScope17 @Macronaut_ Canadian pension firm AIMco went heavy in MSTR

The deadline for 13F filings is mid-May. During the next two weeks, we’ll see what some closely-watched institutions were buying and selling during the first three months of 2026. Here’s one from Friday. Brown University reported these positions as of March 31: IBIT $8.1 million. 212,500 shares, unchanged from the previous quarter. GLD $16.9 million. 39,500 shares, unchanged from the previous quarter. OBDC (Blue Owl Capital Corp) $16.8 million. 1.52 million shares, a decrease of 53% from the previous quarter. They sold the private credit. They kept the Bitcoin and gold. Filing: sec.gov/edgar/search/#…

@ZackPolanski Makes perfect sense, Gary is an illiterate spook moron

The verdict is in. 🗳️ Gary like so many people is voting Green. 💚

@Keir_Starmer Get.Fucked.Kier.

Read more on my Substack: keirstarmer.org/FacingTheChall…

Together, we will build a stronger Britain.

@intangiblecoins 1.Agree - market has absorbed that amount of coins in past in a short window, not worried. 2. BTC is so fucking boring tech wise, I want to learn and see new things built. 3. This bear market + everything going up finally made people aware of quantum threat

i had many discussions about quantum & bitcoin in las vegas this week, both on and off stage, with skeptics, advocates, and many overall smart bitcoiners some consensus i feel is emerging: 1) satoshi’s coins (P2PK) should not be touched. violating his property rights could be disastrous for bitcoin’s core value proposition. but the risk is also lower than many realize — satoshi’s coins are in ~22,000 addresses, each of 50 BTC. a long range attack would have to crack them all (i.e., it’s not one giant honeypot). the giant honeypots are mostly exchanges or active entities who can upgrade to a PQ-address if needed, so mostly not realistically at risk. the hourglass proposal could also further mitigate if we thought long-range Qday was imminent meanwhile, neutral atom tech can only do long range attacks, and google quietly opened a neutral atom lab just prior to their recent paper (maybe just hedging, but possibly an admission of superconducting’s limitstions? unclear, but distinguishing between long & short range is essential, and impacts the satoshi-coin issue) data from @_Checkmatey_ and others also shows that bitcoin markets routinely absorb 1m+ BTC, even just from oct25 to pres, let alone during bull markets. suffer a 50% drawdown (even if it were possible to take all of satoshi’s coins) to preserve bitcoin’s core property rights? i think most bitcoiners would accept that trade off, particularly given the mitigations (satoshi’s many addresses, hourglass, and market’s capability to absorb them if needed) 2) it is good to work on new crypto for bitcoin, post-quantum or otherwise. developing it, testing it, compressing its signatures, proposing and debating implementation — all of these are good for bitcoin the risks are a) this work occupies people’s time, potentially diverting from other important work; b) something untested or too novel is added to the protocol; c) calls to implement on the protocol create consensus gridlock, hamper other upgrades but most people i talked with in las vegas agreed that background work, perhaps resulting in a new PQ implementation being “put on the shelf” in case it’s needed, is unequivocally a good thing. this mostly seemed to be a reasonable middle ground on the contentious mainstage panel as well, despite disagreements on urgency. perhaps with the right funding and resources, good work can be accomplished while 2a and 2b are mitigated? i do think quantum is a problem worth working on, even if there is only a 1% chance that it ever affects bitcoin. i also think alarm bells about urgency have ultimately been positive for pushing these discussions forward. but finally, i am also very encouraged that there are a lot of people who are indeed thinking deeply about the implications, mitigations, and solutions, including many bitcoin developers these are just my impressions and are definitely open to discussion and disagreement

@JBulkeley @volmexfinance Sounds good - ping me

@btcjvs @volmexfinance 😀 I'm in Miami this week for Consensus. We're one of the Finalists in the Pitchfest. If you are there, maybe we can find 15 mintues. I know it's a busy week.

BTC IV has now completely round-tripped after the Feb 6 spike (price bottom), and is now entering the bottom quartile (below 40). The only other times vol has been this low, were Summer 2023 and 2025, both a few months prior to significant price events, the ETF run-up and the Oct 10 liquidation crash. I expect vol to expand, with price increasing alongside it. Vol doesn't stay this cheap this long.