James Van Straten

James Van Straten is a Senior Analyst at CoinDesk, specializing in Bitcoin and its interplay with the macroeconomic environment. Previously, James worked as a Research Analyst at Saidler & Co., a Swiss hedge fund, where he developed expertise in on-chain analytics. His work focuses on monitoring flows to analyze Bitcoin's role within the broader financial system.

In addition to his professional endeavors, James serves as an advisor to Coinsilium, a UK publicly traded company, where he provides guidance on their Bitcoin treasury strategy. He also holds investments in Bitcoin and Strategy (MSTR).

James Van Straten

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Markets

比特币国库策略中PIPE模型的兴起与(大部分)衰落

曾被誉为比特币积累的快车道,PIPE融资如今正面临审查,因为公司股价大幅下跌,陷入困境。

Bitcoin (Midjourney/Modified by CoinDesk)

Markets

尽管季节性看涨预期存在,比特币仍面临沉重的抛售压力

随着获利回吐加剧以及四年周期叙事出现走弱迹象,长期持有者和巨鲸持续抛售比特币。

LTH Volume To Exchanges (Glassnode)

Markets

驱动比特币最大去杠杆事件的是加密原生交易者,而非传统金融

周五约有120亿美元的期货头寸被清算,标志着市场结构的重大转变,并可能预示着触底信号。

Futures Open Interest, Binance vs CME (Glassnode)

Markets

回顾往昔:美国政府历次停摆恰逢比特币熊市底部

今日的停摆正值黄金价格创纪录高位,以及一次重大杠杆清理之际。

Assets since the US Government Shutdown (TradingView)

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Markets

IREN 和 WULF 股价飙升,因公司启动数十亿美元债务交易

两家公司发布重大债券发行计划,以强化资产负债表并加速数据中心及计算基础设施的增长

IREN, WULF Share Price (TradingView)

Markets

Metaplanet 自启动比特币国库计划以来,首次以低于 1 倍 mNAV 的价格交易

股价下跌使比特币金库公司市值跌破关键估值门槛。

YTD Share Price Treasury Companies (TradingView)

Markets

尽管比特币价格走弱,贝莱德的IBIT依然实现持续资金流入,逆势而行

尽管经历了数周以来最大规模的ETF资金流出以及比特币价格的急剧下跌,IBIT仍持续吸引资金。

CoinDesk

Markets

Metaplanet 暂停股份销售以筹集比特币购买资金

这家专注于比特币的公司暂停了股票购买权利,期限为20个交易日,原因是其股票的市净率触及了一个周期低点。

Metaplanet Share Price (TradingView)

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Markets

随着行业市值接近900亿美元,比特币矿工股盘前集体上涨

人工智能与高性能计算需求推动新一轮上涨,矿工们预计年底市场市值或达1000亿美元

Miner Share Price YTD (TradingView)