Crypto Research, Bitcoin Markets, and Analysis by James Van Straten
James Van Straten is a senior research analyst at CoinDesk, specializing in Bitcoin flows, ETF dynamics, and macroeconomic correlations. With prior experience at hedge fund Saidler & Co, Van Straten developed modeling frameworks that track multi-billion dollar movements in stablecoins, UTXO lifespan, and exchange outflows. He currently advises Coinsilium Group on treasury asset diversification and helps family offices construct hedged Bitcoin strategies using options and CME futures.
Van Straten’s reporting has covered multi-day Bitcoin transfers of USD 10 million or more, identifying a shift in behavior from speculative trading to long-term storage. In Q2 2025, he published research showing a 42 percent increase in cold storage accumulation by institutions compared to 2023. He has called attention to the UK’s delay in ETF adoption, suggesting that regulatory inaction is diverting institutional capital to U.S. or Swiss products. His data analytics frequently feature in Bloomberg, CNBC, and Reuters market briefings, while his Glassnode dashboards receive 30,000+ monthly views.
James Van Straten: UK is a financial services country facing risk from AI
James Van Straten argued that the UK, which he described as largely a financial services country, is in the process of being looted by AI. Van Straten did not provide further details or evidence ...
High levels of spending make recession improbable, James Van Straten argues
James Van Straten said it is impossible to have a recession given the current amount of spending going into the ...
James Van Straten: Efforts to print money as economy collapses
James Van Straten claims that efforts are being made to print a large amount of money as the economy is ...
Leveraged ETFs contribute to market euphoria, James Van Straten writes
James Van Straten argued that the primary driver of current market euphoria and greed is the prevalence of 2x and 3x leveraged ETFs. He noted similar dynamics during the crypto run in 2024 and ...
James Van Straten: Typical U.S. market open and close patterns are visible even without time labels
James Van Straten commented that it is possible to identify when the U.S. market opens and closes even without seeing the time on the X-axis of a chart. He illustrated this point by referencing a ...
Moving coins to new addresses enhances privacy, James Van Straten notes
James Van Straten advises crypto users to improve privacy and security by moving coins off any address that has already been used and onto a fresh address from the same wallet. He also ...
James Van Straten: Power law model shows longevity in bitcoin price analysis
James Van Straten questions the reliability of widely used bitcoin price models, stating that most have ultimately proven inaccurate. He acknowledges the usefulness of on-chain analysis but ...
Pound and gilts could face greater strain, James Van Straten warns
James Van Straten questions whether current events signal the end for Burnham, suggesting that this could result in increased pressure on the pound and gilts. He also characterizes the ongoing ...
James Van Straten: Sovereign debt levels leave little room for further escalation
James Van Straten notes that debt burdens have been shifted to the sovereign, or government, level, with no higher authority left to assume additional responsibility. This observation highlights ...
A quarter of UK debt is tied to inflation, James Van Straten notes
James Van Straten highlights that 25 percent of the United Kingdom’s total outstanding debt is linked to inflation. This suggests that attempts to reduce debt by inflating away its value could ...
James Van Straten: Bitcoin’s bear market offered four months of value between $60k and $70k
James Van Straten reflects on the recent bear market’s impact for dollar-cost averaging (DCA) investors in Bitcoin. He observes that Bitcoin traded in what he describes as deep value ranges ...
Underwriters will start stock coverage, James Van Straten notes
James Van Straten anticipates that underwriters Morgan Stanley and Goldman Sachs will soon begin buy coverage on a particular stock. He is also interested in understanding the specific reasons ...
James Van Straten: Global bond yields rise beyond fiscal stress explanations
James Van Straten questions why global bond yields are increasing even in low debt countries such as Australia. He suggests that while fiscal stress might explain higher yields in countries like ...
Investment surged and stoked inflation, James Van Straten argues
James Van Straten challenges the notion of a productivity boom, asserting instead that the recent surge was fueled by investment activity that contributed to rising inflation. He suggests the ...
James Van Straten: Bank of England quantitative tightening pushed yields over 100 basis points higher
James Van Straten highlights that the Bank of England began quantitative tightening without the awareness of a key party, specifically referencing the timing before the budget announcement. He ...
London may lead stablecoin clearing, James Van Straten notes
James Van Straten suggests that if Farage wins the UK election, London has the potential to position itself as the primary clearing house for stablecoins. He points out that London is already the ...
James Van Straten: Western governments increasingly losing control over long-term bond markets
James Van Straten warns that Western governments have lost control of the long end of the yield curve. He suggests that measures such as bond buybacks, draining the Treasury General Account ...
Liquidity to expand as financial system evolves, James Van Straten notes
James Van Straten expects liquidity in the financial system to ramp up during this cycle. He highlights trends such as the onshoring of perpetual contracts into the U.S., tokenisation, fewer ...
James Van Straten: Bitcoin bottom formed after SVB crash in March 2023
James Van Straten reflects on market sentiment in early 2023, suggesting that many investors did not believe bitcoin had reached its lowest point until after the collapse of SVB in March 2023, ...
Bitcoin remains above its 50-week average, James Van Straten notes
James Van Straten observes that Bitcoin is currently trading above its 50-week moving average (50WMA). He highlights that in 2022, Bitcoin did not come close to the 50WMA or the 200-day moving ...
James Van Straten: Riot sold 4,300 BTC, ends Q2 with 11,380 BTC
James Van Straten reports that Riot sold down a further 4,300 BTC, finishing the second quarter with a BTC inventory of 11,380. The company's CFO stated that they continue to sell all monthly ...
