glassnode

@glassnode

Digital asset data, analytics, and research. https://t.co/VrKU3mBzsv https://t.co/Ofq0n0yjN3

  1. #1

    Sellers are tiring but buyers are absent. However, leverage traders have already pulled the trigger on a recovery the data does not yet support. The market is coiled tightly betwe…

    glassnode @glassnode ·
  2. #2

    Sellers are getting exhausted, but have not reached levels we saw in past bitcoin:native bear markets. According to the Seller Exhaustion Constant (30d), the historical bottoming…

    glassnode @glassnode ·
    Sellers are getting exhausted, but have not reached levels we saw in past bitco…
  3. #3

    Over the last 90 days the S&P 500 rose 5% while Bitcoin fell 20%. The last 7 days show the same pattern. Until Bitcoin reclaims strength against the indices, this remains an e…

    glassnode @glassnode ·
    Over the last 90 days the S&P 500 rose 5% while Bitcoin fell 20%. The last…
  4. #4

    $BTC has stabilised near $65k, with stronger taker demand, robust institutional inflows and easing downside hedging. However, subdued spot liquidity and weak on-chain activity sug…

    glassnode @glassnode ·
    $BTC has stabilised near $65k, with stronger taker demand, robust institutional… $BTC has stabilised near $65k, with stronger taker demand, robust institutional… $BTC has stabilised near $65k, with stronger taker demand, robust institutional… $BTC has stabilised near $65k, with stronger taker demand, robust institutional…
  5. #5

    bitcoin:native options are showing a cautious but improving setup. Vol is being repriced higher, short-dated fear is fading, calls still dominate OI, and recent premium flow is in…

    glassnode @glassnode ·
    bitcoin:native options are showing a cautious but improving setup. Vol is being…
  6. #6

    Following the Coldcard firmware exploit, the number of active Bitcoin addresses surged to 0.98M/day, the highest since December 2024. This is fear-driven on-chain activity. Holder…

    glassnode @glassnode ·
    Following the Coldcard firmware exploit, the number of active Bitcoin addresses…
  7. #7

    OKX moved its trading infrastructure from Hong Kong to Tokyo this week. Our latency probes caught the switch live: Hong Kong: ~5ms → ~63ms Tokyo: ~52ms → ~4ms A clean swap. If you…

    glassnode @glassnode ·
    OKX moved its trading infrastructure from Hong Kong to Tokyo this week. Our lat…
  8. #8

    Global markets broke to records while Bitcoin stood still. This edition traces that stillness: a theft the market slept through, bottom signals arriving through boredom and an opt…

    glassnode @glassnode ·
  9. #9

    Your AI agent can now buy Glassnode data. x402 pays per call: from your @coinbase balance via Coinbase for Agents (live today), or any USDC wallet via Base MCP. Try: "Pull Glassno…

    glassnode @glassnode ·
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  10. #10

    bitcoin:native has slipped to $62.6k as spot demand remains weak and derivatives stay defensive. Stronger on-chain activity, resilient holders and ETF inflows offer support, but c…

    glassnode @glassnode ·
    bitcoin:native has slipped to $62.6k as spot demand remains weak and derivative… bitcoin:native has slipped to $62.6k as spot demand remains weak and derivative… bitcoin:native has slipped to $62.6k as spot demand remains weak and derivative… bitcoin:native has slipped to $62.6k as spot demand remains weak and derivative…
  11. #11

    An extreme day for bitcoin:native : As the Coldcard hack news broke on Friday, eight on-chain metrics printed values well above their two-year median. The data indicates holders a…

    glassnode @glassnode ·
    An extreme day for bitcoin:native : As the Coldcard hack news broke on Friday,…
  12. #12

    Three-month futures basis has paid less than a 2-year Treasury since February. Only one other stretch on record has run this long: August 2022 into January 2023. It ended at the c…

    glassnode @glassnode ·
    Three-month futures basis has paid less than a 2-year Treasury since February.…
  13. #13

    The dollar has been rallying since May, and bitcoin:native is taking it worse than almost any dollar rally on record. Across every dollar rally since 2015, bitcoin:native showed s…

    glassnode @glassnode ·
    The dollar has been rallying since May, and bitcoin:native is taking it worse t…
  14. #14

    $BTC has slipped back to $62.6K, unwinding much of July’s rebound and returning to the lower end of its range. Yet options positioning is rebuilding while implied volatility remai…

    glassnode @glassnode ·
    $BTC has slipped back to $62.6K, unwinding much of July’s rebound and returning…
  15. #15

    This bear market is 49% deep. Every prior one bottomed far below that. By depth, it is the mildest on record so far. By the clock it isn't finished: prior bear markets ran about 1…

    glassnode @glassnode ·
    This bear market is 49% deep. Every prior one bottomed far below that. By depth…
  16. #16

    The market has gone very quiet: spot volumes, exchange flows, and vols are sitting at the extremes. Meanwhile treasuries have out-yielded the crypto carry trade for only the secon…

    glassnode @glassnode ·
    The market has gone very quiet: spot volumes, exchange flows, and vols are sitt… The market has gone very quiet: spot volumes, exchange flows, and vols are sitt… The market has gone very quiet: spot volumes, exchange flows, and vols are sitt… The market has gone very quiet: spot volumes, exchange flows, and vols are sitt…
  17. #17

    bitcoin:native rebounded from $64K to $65.1K but remains range-bound. Softer leverage, ETF outflows and muted on-chain activity signal cautious consolidation despite resilient hol…

    glassnode @glassnode ·
    bitcoin:native rebounded from $64K to $65.1K but remains range-bound. Softer le… bitcoin:native rebounded from $64K to $65.1K but remains range-bound. Softer le… bitcoin:native rebounded from $64K to $65.1K but remains range-bound. Softer le… bitcoin:native rebounded from $64K to $65.1K but remains range-bound. Softer le…
  18. #18

    Speculative supply is thinning while dormant coins climb. Our 3Q26 Charting Crypto report with @CoinbaseInsto outlines how the macro liquidity cycle is steering price, and where e…

    glassnode @glassnode ·
    Speculative supply is thinning while dormant coins climb. Our 3Q26 Charting Cry…
  19. #19

    $BTC options are turning less defensive as put/call ratios and short-dated skew fall, while volatility stays compressed. Here's what BTC options data reveals about positioning, vo…

    glassnode @glassnode ·
    $BTC options are turning less defensive as put/call ratios and short-dated skew…
  20. #20

    Strategy Watch #6 is live📊 June turned risk-off: directional funds fell (Fundamental -11.6%) while market-neutral held up, and net capital left every major asset. Our monthly read…

    glassnode @glassnode ·
    Strategy Watch #6 is live📊 June turned risk-off: directional funds fell (Fundam…
  21. #21

    Hedges are off, shorts are closed, and ETF flows have flipped positive. What bitcoin:native needs now is confirmation at the Short-Term Holder Cost Basis at $69k; rejection there…

    glassnode @glassnode ·
    Hedges are off, shorts are closed, and ETF flows have flipped positive. What bi… Hedges are off, shorts are closed, and ETF flows have flipped positive. What bi… Hedges are off, shorts are closed, and ETF flows have flipped positive. What bi… Hedges are off, shorts are closed, and ETF flows have flipped positive. What bi…
  22. #22

    Solana rotates block production to a new leader every 1.6 seconds. This epoch, 67% of blocks are being produced in Europe. Our dashboard helps users identify optimal connection po…

    glassnode @glassnode ·
    Solana rotates block production to a new leader every 1.6 seconds. This epoch,…
  23. #23

    bitcoin:native is consolidating near $64.5K, supported by strong profitability and stable derivatives. Rising hot capital and sell-side pressure, however, leave the market increas…

    glassnode @glassnode ·
    bitcoin:native is consolidating near $64.5K, supported by strong profitability… bitcoin:native is consolidating near $64.5K, supported by strong profitability… bitcoin:native is consolidating near $64.5K, supported by strong profitability… bitcoin:native is consolidating near $64.5K, supported by strong profitability…
  24. #24

    $BTC options are turning more constructive: volatility is easing, the put/call ratio is at a six-month low, and upside exposure is rebuilding. Here's what BTC options data reveals…

    glassnode @glassnode ·
    $BTC options are turning more constructive: volatility is easing, the put/call…
  25. #25

    Green Shoots Bitcoin's bottom is still building, but its character is shifting. Long-term holder capitulation is cooling, buyers absorbed the June lows, and price is climbing back…

    glassnode @glassnode ·
    Green Shoots Bitcoin's bottom is still building, but its character is shifting.… Green Shoots Bitcoin's bottom is still building, but its character is shifting.… Green Shoots Bitcoin's bottom is still building, but its character is shifting.… Green Shoots Bitcoin's bottom is still building, but its character is shifting.…
  26. #26

    Top traders on Hyperliquid are aggressively long bitcoin:native , showing some of the highest sustained long positioning we’ve recorded. This exposure exceeds what was seen during…

    glassnode @glassnode ·
    Top traders on Hyperliquid are aggressively long bitcoin:native , showing some…
  27. #27

    Trading activity in US spot ETFs sits in a quiet regime. Volumes are down 78% from the peak and below 2024 levels. A sustained recovery in bitcoin:native price momentum would like…

    glassnode @glassnode ·
    Trading activity in US spot ETFs sits in a quiet regime. Volumes are down 78% f…
  28. #28

    Robinhood Chain produces a block every 100 ms. We measure transaction-submission latency from probes around the world. Ohio: 3 ms Virginia: 18 ms Chicago: 27 ms London: 91 ms Toky…

    glassnode @glassnode ·
    Robinhood Chain produces a block every 100 ms. We measure transaction-submissio…