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

CoreWeave 崩盘引发对人工智能基础设施繁荣裂痕的担忧

今年,转型高性能计算业务的比特币矿工受益匪浅,但近期已出现大幅下滑。

CRWV (TradingView)

Finance

最具影响力人物:彼得·希夫

彼得·希夫(Peter Schiff),这位直言不讳的黄金拥护者和著名的比特币批评者,已被市场表现所证明其立场正确,巩固了他多年来对数字资产持怀疑态度的观点。

Peter Schiff

Markets

美国11月新增64,000个就业岗位,失业率跃升至四年来最高的4.6%

结合10月份数据低于预期的数据,今天早上的数字显示,随着经济接近年底,就业市场至少出现了适度的疲软。

Sign saying "Now Hiring" sits on a lawn.

Markets

随着比特币价格下跌,美国比特币和以太坊ETF自11月20日以来资金流出量最大

周一再次成为比特币的压力点,ETF资金流出与比特币的周期性低点相呼应。

(16:9 CROP) Bull and Bear (Rawpixel)

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Markets

KindlyMD因未能达到最低股价水平面临纳斯达克退市风险

这家医疗保健及比特币资产管理公司有六个月时间将其股价连续10天提升至1美元以上。

NAKA (TradingView)

Markets

尽管比特币表现疲软,Strategy的STRD信用利差在过去一个月内已收窄

STRD收益率与美国10年期国债收益率之间的利差缩小,可能预示着优先股需求的增加。

Michael Saylor, Executive Chairman of Strategy (MSTR)

Markets

比特币算力自2024年减半以来出现最剧烈下降,原因是中国矿机停机

据前嘉楠董事长称,中国约有40万台比特币矿机停机。

BTC Hash Rate (Glassnode)

Markets

Strive 上调优先股股息率,因比特币国库公司股价持续下跌

周一,比特币跌破88,000美元,导致Strive(ASST)普通股下跌7%,至0.79美元

Strive (TradingView)

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Markets

迈克尔·赛勒的策略促成上周连续第二次10亿美元比特币购买

尽管其股价持续承压,Strategy 仍主要通过出售普通股筹集资金以进行此次购买

Strategy Executive Chairman Michael Saylor (Danny Nelson, modified by CoinDesk)

Markets

恐惧与贪婪指数过去一年处于恐惧状态的时间达到30%,比特币重返极度恐惧

11月最新的死亡交叉迄今已标志着约80,000美元的底部,与本周期内的先前案例相一致。

(16:9 CROP) Bull and Bear (Rawpixel)