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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市场

随着政府借贷压力增加,英国30年期收益率超过美国

市场对英国债务的溢价需求高于美国国债。

CoinDesk

市场

KindlyMD 完成 2 亿美元可转换债券融资以获取更多比特币

周一股价下跌11%,一位分析师指出,NAKA的可转换票据条款比迈克尔·赛勒(Michael Saylor)管理的策略所获得的条款更为严格。

A statue of Satoshi Nakamoto, a presumed pseudonym used by the inventor of Bitcoin, is displayed in Graphisoft Park on September 22, 2021 in Budapest, Hungary. The statue's creators, Reka Gergely and Tamas Gilly, used anonymized facial features, as Nakamoto's true identify remains unconfirmed. (Photo by Janos Kummer/Getty Images)

市场

迈克尔·赛勒上周增持了价值5100万美元的比特币

该公司还更新了之前的指导方针,现在允许在股票交易价格低于 2.5 倍 mNAV 时发行新股。

Strategy Executive Chairman Michael Saylor (Nikhilesh De)

市场

比特币跌破 115,000 美元,伴随一波获利了结潮

约有 35 亿美元利润在周末实现,最新调整从历史最高点回调 7%。

Net Realized Profit/loss (Glassnode)

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市场

Metaplanet 将比特币国库扩展775枚,资产负债比达到18倍

东京上市公司目前持有18,888枚比特币,价值19.5亿美元,尽管资产负债表强劲,其净资产价值倍数仍处于历史最低水平。

Tokyo, Japan (Jaison Lin/Unsplash)

市场

Adam Back的21亿美元比特币国库策略将挑战MARA在比特币持有量中的地位

Bitcoin Standard Treasury Co. 的 SPAC 交易结合了法币融资和以比特币计价的定向增发,旨在以超过 30,000 枚比特币的资产规模及激进的增长计划在纳斯达克首次亮相。

Blockstream CEO Adam Back at Consensus Hong Kong in February (CoinDesk/Personae Digital)

市场

数字资产国库公司大幅下挫,比特币跌破117,000美元,ETH滑落至4,400美元

比特币飙升至历史新高、以太坊跃升至五年来最高点仅两天后,加密货币行情迅速逆转。

Coins falling from a jar. (Josh Appel/Unsplash)

市场

随着波动性下降,比特币及策略引领风险调整后的回报

BTC 与 MSTR 的夏普比率均超过 2.0,远超科技股同行约 1.0 的水平,同时隐含波动率降至新低。

Strategy Executive Chairman Michael Saylor at the Digital Asset Summit in New York City on March 20, 2025. (Nikhilesh De)

市场

加密货币价格在令人担忧的美国生产者物价指数报告发布后迅速下跌

美国7月份批发层面的通胀速度远超经济学家预期,令市场对降低利率的预期产生质疑。

plunge (shutterstock)