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

迈克尔·塞勒强调 STRF 与 STRD 优先股发行之间的收益差异

两只具有不同收益优先级和风险特征的优先股正在形成显著的收益率差距。

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

Markets

CoreWeave 无意在收购 Core Scientific 的竞争战中提高报价

该公司称其对CORZ的报价为“最佳且最终”,以回应对冲基金的批评并敦促投资者支持该交易。

Racks of mining machines.

Markets

黄金测试关键阻力位,或预示下一轮牛市阶段

随着比特币市值接近2万亿美元,其市值现仅为黄金总市值的7%。

Gold vs M2 Money Supply (TradingView)

Markets

九月份创纪录的财政盈余凸显美国财政动能,而比特币表现乏力

在比特币徘徊于105,000美元附近之际,政府收入的增强以及创纪录的九月盈余均显示财政状况在改善。

Jamieson Lee Greer, U.S. Trade Representative sits with U.S. Treasury Secretary Scott Bessent ( CC by 4.0/Reuters/Modified by CoinDesk)

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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)