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: Bitcoin bottom may not be in as key metrics signal ongoing risk
James Van Straten examines chart patterns to assess the current Bitcoin market cycle. He points to several indicators suggesting that the Bitcoin bottom might not yet be reached. Long-term ...
VanEck Semis ETF falls 11% and capital shifts to software and bitcoin, James Van Straten notes
James Van Straten highlights shifting trends in speculative capital, observing that the VanEck Semis ETF has dropped 11% from its all-time highs while the Roundhill Memory ETF is down 25%. He ...
James Van Straten: Gold posts worst quarter in 13 years as S&P 500 hits six-year high
James Van Straten highlights contrasting performance in major asset classes, noting that gold experienced its worst quarterly performance in 13 years while the S&P 500 marked its best quarterly ...
DXY surges out of long consolidation, James Van Straten notes
James Van Straten highlights the recent breakout of the DXY from a one-year consolidation phase. He points out that the yen is approaching the 162 mark, suggesting ongoing weakness in the ...
James Van Straten: Bitcoin acts more like metals than equities in current market
James Van Straten highlights that, year to date, silver, Bitcoin, and gold share similarities in market performance. He observes that Bitcoin is behaving more like a metal than an equity asset, ...
SpaceX is $300 billion away from Amazon in market cap, James Van Straten notes
James Van Straten highlights that SpaceX is about $300 billion short of overtaking Amazon in market capitalization. He adds that this milestone could be reached with SpaceX shares at $202, ...
James Van Straten: Bitcoin rises 6% as IGV drops 6% over past week
James Van Straten highlights recent market moves, noting that bitcoin gained 6% in the past week, while IGV—a software sector exchange-traded fund—declined 6% over the same period. He ...
KEEL jumps 200 percent without AI capacity or leases, James Van Straten notes
James Van Straten observes that it is possible to identify which companies are trailing in the AI race and relates this pattern to the retail sector. He points out that the market has propelled ...
James Van Straten: Bitcoin ends seven-day decline streak on Sunday
James Van Straten reports that bitcoin's streak of seven consecutive daily declines was broken on Sunday. According to Van Straten, this is a rare event that has only happened six times ...
Bitcoin posts one of its largest weekly declines, James Van Straten notes
James Van Straten highlights that if the typical four-year cycle continues, Bitcoin could dip below its realized price of $54,000. He points out that this week saw a 15% decline, marking one of ...
James Van Straten: SpaceX may follow Circle and CoreWeave IPO pattern with initial gains
James Van Straten suggests that space company SpaceX could exhibit a similar pattern to Circle and CoreWeave following their initial public offerings, with strong market gains for about two months ...
STRC continues upward trend despite bitcoin weakness, James Van Straten notes
James Van Straten points to recent trading patterns, observing that the capitulation candle in STRC has tended to align with local lows in bitcoin, as seen late last week. He notes that STRC ...
James Van Straten: Rate hike expected as market discounts recession for this year
James Van Straten highlights that market expectations are currently leaning toward a Federal Reserve rate hike rather than a cut. He suggests that a rate cut would be a surprise, given current ...
Bitcoin finds support at $1.2T market cap, James Van Straten notes
James Van Straten highlights that Bitcoin's major milestones—$500 billion, $750 billion, $1 trillion, and $1.2 trillion in market capitalization—have each been reached and tested during ...
James Van Straten: BTC implied volatility falls sharply after recent geopolitical tension
James Van Straten reports a sharp collapse in implied volatility for BTC. He notes that traders who bought put options as hedges or were positioned for heightened volatility due to concerns over ...
Bitcoin trades around $77,400 in key supply cluster, James Van Straten notes
James Van Straten highlights that the current bitcoin price of $77,400 is situated within what may be the largest supply cluster. He provides several key levels, including 15% of the bitcoin ...
James Van Straten: Strategy retires $3 billion convertible debt below par, cuts future dilution risk
James Van Straten highlights that Strategy strategically issued $3 billion of 0 percent convertible debt when its stock price briefly exceeded $433. He notes that the company is now retiring the ...
Bitcoin blamed for soaring electricity prices, James Van Straten notes
James Van Straten recalls that Bitcoin was once pointed to as the cause of elevated electricity prices. He further remarks on the role of political narratives, suggesting that investment ...
James Van Straten: STRC sees nearly $1.5 billion in second highest daily volume
James Van Straten reports that STRC recorded its second highest trading volume day, reaching just under $1.5 billion in trades. According to Van Straten, the figure is $97 million below the ...
Bitcoin now trading above three key averages, James Van Straten notes
James Van Straten highlights that in 2022, there was not a single day when Bitcoin traded above its 128-day moving average, the True Market Mean, or the Short-Term Holder Cost Basis. He notes ...
James Van Straten: UK 10-year gilt yield returns above 5 percent after previous decline
James Van Straten highlights the return of the UK 10-year gilt yield to levels above 5 percent, suggesting a normalization in market conditions. He also points out that during the 2022 gilt ...
