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

从特殊目的收购公司到现金流购买:DAT如何规划下一增长阶段

Strive 的 Semler 收购案,首个 DAT 对 DAT 交易,确立了“每股比特币”作为关键指标的地位,同时为更广泛的整合浪潮奠定了基础。

Strive CEO Matt Cole speaks at BTC Asia in Hong Kong (screenshot)

Markets

比特币在第三季度表现落后于股票、金属和美元。以下是下一步走势需关注的关键水平

期权到期及关键技术水平对比特币构成压力,股市与比特币趋势出现分歧。

Bull and bear market (Midjourney/modified by CoinDesk)

Markets

Cipher Mining 定价 11 亿美元增发可转换债券

收益旨在支持 Barber Lake 项目建设、HPC 扩展以及通过限价认购交易减少股票稀释。

CIFR (TradingView)

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Markets

Cipher Mining股价因谷歌AI托管协议上涨5%

科技巨头通过与 Fluidstack 建立长期合作关系以获取股权。

Bitcoin miners (Shutterstock)

Markets

Raoul Pal 表示,比特币脱离全球 M2 增长轨迹的原因在于美国财政部的举措

比特币受到更大冲击可能与长期持有的币大量抛售有关,导致其偏离全球M2趋势。

Raoul Pal speaks at CoinDesk Consensus (CoinDesk)

Markets

比特币矿工因对由OpenAI驱动的能源需求的猜测而激增

上市矿业公司正乘着人工智能基础设施的繁荣浪潮,投资者押注过剩产能能够推动高性能计算。

CoinDesk

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Markets

比特币在112,000美元附近震荡,巨鲸引领抛售潮

同侪抛售及长期持有者分布加剧持续压力。

BTC: Supply Last Active 1year+ (glassnode)

Markets

历史数据显示,比特币在再次落后标普500时很可能会迎头赶上

尽管比特币与标普500指数通常呈现同步走势,但在牛市周期中两者偶尔会出现分歧。

BTC (TradingView)