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.
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 ...
Strategy sold and rebought BTC in December 2022, James Van Straten notes
James Van Straten, industry influencer, references past tax loss harvesting by Strategy when reflecting on the potential impact of upcoming tax harvest sales. In 2022, Strategy executed a sale ...
James Van Straten: BTC loss harvesting boosts tax shield, MSTR buy enhances BPS
James Van Straten, industry influencer, suggests a strategy using BTC loss harvesting to create a larger tax shield, then using the proceeds to buy MSTR shares below 1.22 times mNAV, which in turn ...
Largest public Bitcoin holder prepares to sell, James Van Straten notes
James Van Straten, industry influencer, reports that the biggest publicly traded company holding Bitcoin has announced intentions to sell some of its holdings as a way to test the market. Bitcoin ...
James Van Straten: Bitcoin climbs above $80k as bad news priced in
James Van Straten, industry influencer, observes that Bitcoin has surpassed the $80k mark, suggesting that recent negative developments are already reflected in the market. He also references ...
Market absorbs rapid BTC inflows, James Van Straten notes
James Van Straten, industry influencer, observes that the market has previously absorbed significant amounts of BTC in short periods, suggesting little concern about recent inflows. He also ...
James Van Straten: BTC implied volatility falls below 40, entering bottom quartile
James Van Straten, industry influencer, reports that BTC implied volatility has returned to its previous lows after spiking on February 6. He observes that implied volatility is now in the bottom ...
Bitcoin gains against gold for two months, James Van Straten notes
James Van Straten, industry influencer, reports that Bitcoin has outperformed gold for two consecutive months. He observes that this movement resembles the 2019 mid cycle correction in the ...
James Van Straten: Bitcoin community reflects on ETF-driven shift in 2024
James Van Straten, industry influencer, reflects on the transformative impact of bitcoin spot ETFs launched in 2024. He comments on the shift in bitcoin's culture as traditional financial ...
BOE signals gilts becoming worthless and urges shift to crypto and gold, Macroscope warns
Macroscope, industry influencer, criticizes recent actions by the Bank of England, suggesting that the institution is effectively signaling that U.K. government bonds, or gilts, are becoming ...
