@btcjvs Profile picture

James Van Straten

@btcjvs

Senior Analyst at @CoinDesk | #Bitcoin

Similar User
Jack Mallers photo

@jackmallers

CryptoCon photo

@CryptoCon_

Luke Broyles photo

@luke_broyles

_Checkmate 🟠🔑⚡☢️🛢️ photo

@_Checkmatey_

Kaiko photo

@KaikoData

Dirty Coin: The Bitcoin Mining Documentary photo

@DirtyCoinDoc

Saifedean Ammous photo

@saifedean

Pledditor photo

@Pledditor

Mark Moss photo

@1MarkMoss

Max DeMarco 📹⚡️ photo

@itsmaxdemarco

Gorilla Sats 🦍⚡️ photo

@GorillaSats

Thor Hartvigsen photo

@ThorHartvigsen

Conor Ryder photo

@ConorRyder

Julio Moreno photo

@jjcmoreno

Ali photo

@ali_charts

Pinned

$BTC has done a 5x from the cycle bottom and let’s be honest outside of this platform it’s silent. $MSTR announced the largest ATM equity offering in capital markets history. Why is everyone oblivious?


Last weekend was the first time since April $BTC broke out of any meaningful range. I am fascinated to see if the weekend trend has been broken. $BTC has been coiling below $90k all day, I think it happens.



Last weekend was the first time since April $BTC broke out of any meaningful range. I am fascinated to see if the weekend trend has been broken. $BTC has been coiling below $90k all day, I think it happens.


and when it does, $BTC will be heading towards $100k

#Bitcoin still hasn't made new all-time highs relative to: • The S&P 500 • The Nasdaq-100 • The NYSE FANG+ Index • Gold Just a matter of when, not if.

Tweet Image 1
Tweet Image 2
Tweet Image 3
Tweet Image 4


Proof of Work - PB Was running sub 30 minutes in the Summer

Tweet Image 1

As a massive football fan, this was extremely exciting news to be working on, as George Boyd, former premier league player, now Bitcoiner. Floodgates are opening One of the many exciting developments I've been working on 👀

George Boyd, a former @premierleague soccer player, says he now prefers $BTC over property and stocks for "generational wealth," writes @btcjvs trib.al/BRLVQlv



James Van Straten Reposted

Missed the #NiceHashX vibes? Here’s a glimpse of the energy in Maribor! 🚀 Wasn’t it awesome at the @NiceHashMining celebration for everyone who was there? 🙌 @btcjvs @Crypto_Mags @PrincFilip1 @ihate1999 @NikoJilch @lopp @HobbyistMiner @knutsvanholm @lukedewolf @saifedean


Third biggest outflow from #Bitcoin ETFs since launch. The other two times we've seen over $400M were May 1 and Nov. 4. Both local bottoms. Higher.

Tweet Image 1

Bitcoin ETFs had their third worst day since launch. Historically, every time the ETFs saw outflows of over $400 million it has foreshadowed a price bottom for $BTC. By @btcjvs trib.al/GlTdZGg



Three biggest stories in 2024 for $BTC 1. Trump winning US election (BTC is up like 40% since this). 2. $MSTR and its $42B capital raise (up 373% YTD) 3. ETFs (up 78%)


Second time in two days Bitcoin bounces after US market closes. There’s a bidder.


With Howard Lutnik being priced at 52% as treasury secretary. The tether FUD is coming out in full force once again. The more the treasury issues especially at the front end the bigger tether and Bitcoin get. Reflexive feedback loop.

**Tether Alert** The idea that Wall Street is embracing Tether and Bitcoin is much clearer. The more Tethers are being bought, the higher Bitcoin goes. The higher Bitcoin goes the more Tethers are being bought. As Tether grows in size the more US Treasury debt is being…



Since the UK Budget GBPUSD: falls to 1.26 (down YTD) FTSE drops below 8,000 (4% YTD) GB10Y almost hits 4.6% Real estate market teetering Last week, $MSTR was the second most purchased stock on Hargreaves Lansdown and this week as well. Spot the trend

Tweet Image 1

Analysis still stands strong that $MSTR provides downside protection on spot $BTC. I do feel this underperformance is due to excessive leverage that has built up in $BTC over the past week. Healthy and higher we go.

Tweet Image 1

Second straight day where $MSTR is drastically outperforming spot #Bitcoin, which I think is a solid sign that investors have confidence in this market and think that BTC will most likely move higher. Maybe I'm wrong. Maybe I'll be right. Do whatever you want with this info.



As you incrementally add a 1% $BTC position to your 60/40 portfolio, you generate outsize returns. But if you replace the 40% bond aspect with $BTC, really is no going back. I would also say 60% (equities)/ 40% ($BTC) is a defensive strategy.

Tweet Image 1

What does a traditional 60/40 portfolio look like with incremental BTC allocations. Read this report by @btcjvs to find out. trib.al/xBCTXpP



We saw $4.8B of realized profit yesterday, I said $5B-$8B. On the nose. In the whole grand scheme of things this is not a lot. 2021 levels at 2024 prices. Higher.

Tweet Image 1

BTC was below $90k for less than three hours. I reckon we see $5-8 billion of profit taking today.



Whose ready for Saylor to announce a 25k+ #Bitcoin buy on CNBC after market closes. On top of a massive Friday expiration tomorrow. He’s going to be eating through that $21B ATM ASAP.

Tweet Image 1

BTC was below $90k for less than three hours. I reckon we see $5-8 billion of profit taking today.

All that matters are the dips watch how they get bought up



$DXY index hits a YTD high and $BTC is correcting to $90k. I guarantee you no one called that start of the year.


Converts already taking place for $MSTR

This can only mean one thing... 👀 $MSTR

Tweet Image 1


Loading...

Something went wrong.


Something went wrong.