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1 week ago | 
coindesk.com | James Van Straten |Oliver Knight
The "Minsky Moment" is here, according to Mike Novogratz, CEO of Galaxy Digital, in a recent interview on CNBC. Novogratz noted that tariffs are playing a key role in reshaping the global security apparatus, while President Trump’s return to the political scene is introducing fresh uncertainty into the markets. Although equities are down roughly 10% year-to-date, Novogratz believes that’s insufficient given the scale of the global economic shifts underway.
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1 week ago | 
coindesk.com | James Van Straten |Stephen Alpher
Where's the bottom for bitcoin (BTC)? While acknowledging it's possible that level has already been hit, on-chain analyst James Check suggested a true bottom may not be in place until after bitcoin suffers a true capitulation event. By signing up, you will receive emails about CoinDesk products and you agree to our terms of use and privacy policy.
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1 week ago | 
coindesk.com | James Van Straten |Parikshit Mishra
Share this articleBy James Van Straten|Edited by Parikshit Mishra Apr 16, 2025, 10:33 a.m. STH MVRV at 0.82 suggests short-term holders are sitting on average unrealized losses of 18%, near historical bottoming zones. Long-term holders have accumulated approximately 500,000 BTC since February, absorbing more supply than short-term holders have distributed.
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1 week ago | 
coindesk.com | James Van Straten |Sheldon Reback
Matt Cole, CEO of Strive Asset Management, fresh from persuading video retailer GameStop to convert some of its cash reserve into bitcoin (BTC), wrote to urge financial software developer Intuit (INTU) to reverse what he described as "censorship policies" and an “anti-bitcoin bias” that could jeopardize long-term shareholder value.
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1 week ago | 
cryptostudent.io | James Van Straten
Disclaimer: The analyst who wrote this piece owns shares of Strategy (MSTR). From April 2024 to April 2025, investors in Strategy (MSTR) and the YieldMax MSTR Option Income Strategy ETF (MSTY) followed two distinctly different investment paths — one seeking capital appreciation through bitcoin (BTC) exposure, the other pursuing monthly income via options-based strategies. Both are linked to the performance of MSTR, but their outcomes and structures diverged significantly.
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1 week ago | 
coindesk.com | James Van Straten |Stephen Alpher
Disclaimer: The analyst who wrote this piece owns shares of Strategy (MSTR). By signing up, you will receive emails about CoinDesk products and you agree to our terms of use and privacy policy. From April 2024 to April 2025, investors in Strategy (MSTR) and the YieldMax MSTR Option Income Strategy ETF (MSTY) followed two distinctly different investment paths — one seeking capital appreciation through bitcoin (BTC) exposure, the other pursuing monthly income via options-based strategies.
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1 week ago | 
coindesk.com | James Van Straten |Omkar Godbole |Shaurya Malwa |Sheldon Reback
By James Van Straten (All times ET unless indicated otherwise)Bitcoin (BTC) continues to defy global economic uncertainty, inching closer to reclaiming $86,000. It is now less than 3% away from its "Liberation Day" high. To put the move into perspective, bitcoin dominance — which measures BTC’s share of the total cryptocurrency market cap — is approaching 64%, a level not seen since January 2021.
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1 week ago | 
coindesk.com | James Van Straten
Company boosts total holdings to 531,644 BTC following latest $285 million purchase. By James Van StratenUpdated Apr 14, 2025, 12:10 p.m. Published Apr 14, 2025, 12:09 p.m. Disclaimer: The analyst who wrote this piece owns shares of Strategy (MSTR). Strategy (MSTR) added another 3,459 BTC to its holdings last week, bringing its total bitcoin stash to 531,644 BTC. STORY CONTINUES BELOWDon't miss another story.Subscribe to the Crypto Long & Short Newsletter today.
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1 week ago | 
coindeskjapan.com | James Van Straten
レイ・ダリオ氏は、アメリカの財政赤字と貿易政策について緊急の対策を促し、現在の金融および地政学上の秩序が崩壊する可能性について警告している。 ダリオ氏は、現在のリスクを、1971年の金本位制の廃止や2008年の金融危機のような歴史的なシステム・ショックと比較している。 レイ・ダリオ（Ray Dalio）氏は、4月13日にCNBCのインタビューで、単なる景気後退の可能性についてだけでなく、より深刻な世界経済と政治秩序のシステムの崩壊について警鐘を鳴らしている。同氏の懸念は市場の変動性だけにとどまらず、より広範な構造的な脆弱性を指摘している。 興味深いことに、ビットコイン（BTC）は混乱の中にあっても回復力を示している。この暗号資産（仮想通貨）は3カ月間の下落トレンドを破り、8万5000ドルに近づいており、潜在的な代替的な安全資産としての役割を担う可能性を示唆している。...
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1 week ago | 
coindesk.com | James Van Straten
Ray Dalio is sounding the alarm — not just about a potential recession, but about a deeper, systemic breakdown of the global economic and political order in an interview with CNBC on Sunday. His concerns aren’t just about market volatility; they point to a broader structural fragility. Interestingly, bitcoin (BTC) has been showing resilience amidst the chaos.
