Follow Jamesvanst's Crypto Perspectives: Latest Posts & Discussions

Jamesvanst

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Jamesvanst

1h ago

It’s spot selling that is keeping the price of bitcoin down, the marginal driver is not coming from the options market via covered calls.
Options are a massive part of the network and will dwarf futures + spot combined but not yet.

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Jamesvanst

7h ago

The Fed's balance sheet only got to $6.5T—what a complete joke.

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Jamesvanst

8h ago

The $93,000 level, the yearly open is the most important resistance level to me.
Once Bitcoin reclaims it, $100,000 will be reached swiftly.

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Jamesvanst

15h ago

MSTR stays in Nasdaq 100

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Jamesvanst

12-12 15:50

Come on take us below $90k

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Jamesvanst

12-12 12:24

The short term risk is now BoJ rising rates.
Historically not been good for BTC.
Makes me feel nearer a bottom than a top.

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Jamesvanst

12-12 11:00

Since the U.S. ETFs launched, bitcoin has now had five months where it has not made a bottom within the first 10 days of the month.
Structurally the market changed in November after the October liquidation crash. Bitcoin has so far bottomed in the first 10 days of December.
Looks like the market structure is back.

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Jamesvanst

12-11 20:39

The last 3 times IWM hit all-time highs, it coincided with Bitcoin hitting all-time highs.
There's dislocation, and Bitcoin will play catch-up at some point.

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Jamesvanst

12-11 11:39

I think the US administration, mainly Bessent, has a certain Bitcoin price point or time frame next year when they will likely come out, defend it, and start talking it up again.
Bitcoin wasn’t a priority in the first 12 months, it will certainly be as the mid-terms approach.

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Jamesvanst

12-11 09:47

Bitcoin sold off on the previous two rate cuts in September and October.
In the short-term bitcoin doesn't like a "soft market".
Admittedly October was during the correction, so September is a better gauge.

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Jamesvanst

12-10 20:51

BTFP was QE
Reserve Management is QE

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Jamesvanst

12-10 20:48

Powell will goose this market until April and ride off into the sunset.
Then the new Fed chair will goose the market until the mid-terms.
Sounds like a great 12 months coming up.

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Jamesvanst

12-10 20:45

Feels appropriate to resurface

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Jamesvanst

12-10 20:34

Feels appropriate to resurface

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Jamesvanst

12-10 18:52

As the SOFR rate continues to fall to 3% and lower to 2%, over time.
Junk and corporate credit will go down with it.
This is when MSTR's digital credit, at 4× greater effective yield, will stand out.
That's when the non-dilutive Bitcoin accumulation game begins for the company

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Jamesvanst

12-10 17:11

3% has been the stealth inflation target for the Fed.
3% has been the average over the past 18 months.
The Fed hasn't reached the 2% target since February 2021.
They will not sacrifice 1% for the good of the economy.
Trump will "run it hot" for 2026.

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Jamesvanst

12-10 15:18

"We do not currently intend to issue additional STRC using an ATM if the gross issuance price before fees would be below $99."
STRC at $99.12

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Jamesvanst

12-10 11:53

Bitcoin tends to sell-off before big events.
But once SPX and Nasdaq hit new all-time highs, plus rate cut meeting is behind us and digest Powell's comments.
Bitcoin marches back to $100k.

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Jamesvanst

12-09 17:28

This is why @RealJimChanos took his short position away before MSTR hit its 1x mNAV.
He knew the company would be in extreme discount territory.
Stock is up 25%+ from the lows.
Well done Jim.

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Jamesvanst

12-09 16:52

If you listen carefully, you can hear the sound of the ATM going off on MSTR common shares right now.

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