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Bitcoin Whales Quietly Accumulate as BTC Slides Toward $78,000: GlassnodeLarge Bitcoin holders — commonly referred to as “whales” — are currently the only investor cohort actively accumulating BTC, even as the price continues to decline. According to on-chain data from Glassnode, all other investor groups are showing net selling behavior. This divergence highlights a growing gap between large-scale investors and retail participants, as Bitcoin trades near $78,000 amid ongoing market uncertainty. Accumulation Trend Score Reveals Sharp Investor Divergence The trend is clearly reflected in Glassnode’s Accumulation Trend Score, broken down by wallet size. The metric measures the relative accumulation behavior of different investor cohorts based on changes in their Bitcoin holdings over the past 15 days. A score closer to 1 indicates active accumulation A score closer to 0 signals distribution or selling Glassnode data shows that the largest whale cohort — wallets holding 10,000 BTC or more — is currently in a phase of “mild accumulation.” Their balance trend has remained neutral to slightly positive since Bitcoin first fell below $80,000 in late November. During that period, BTC largely moved sideways within a broad $80,000–$97,000 range through the end of January, suggesting that large holders were steadily absorbing supply during consolidation. Retail and Smaller Investors Continue to Sell In contrast, all smaller investor groups are net sellers, with the most pronounced distribution coming from retail wallets holding less than 10 BTC. This cohort has been selling consistently for more than a month, reflecting: heightened risk aversion declining confidence in near-term price recovery concern that the current downtrend may extend further Such behavior is typical during corrective phases, where smaller participants tend to reduce exposure while larger players take the opposite side of the trade. Number of Large BTC Holders Continues to Rise Supporting the accumulation narrative, Glassnode data shows that the number of entities holding at least 1,000 BTC has increased significantly: October: 1,207 entities Current: 1,303 entities This rise has occurred since Bitcoin’s all-time high in October, suggesting that large investors have been accumulating during the pullback rather than exiting positions. Notably, the count of entities holding 1,000+ BTC has now returned to levels last seen in December 2024, reinforcing the view that large market participants are absorbing supply while smaller investors continue to step away. Market Implications The growing concentration of Bitcoin among large holders may have important implications for market structure: Reduced liquid supply as BTC moves into long-term hands Increased sensitivity to future demand shocks Continued volatility driven by weaker hands exiting positions However, Glassnode data reflects behavioral trends, not price forecasts, and does not guarantee future market direction. Disclaimer This article is for informational purposes only and represents a personal blog perspective. It does not constitute investment advice. Readers should conduct their own research before making any financial decisions. The author assumes no responsibility for any investment outcomes. 👉 Follow for more Bitcoin on-chain analysis, market structure insights, and crypto news updates. #BTC #OnChainData #Glassnode

Bitcoin Whales Quietly Accumulate as BTC Slides Toward $78,000: Glassnode

Large Bitcoin holders — commonly referred to as “whales” — are currently the only investor cohort actively accumulating BTC, even as the price continues to decline. According to on-chain data from Glassnode, all other investor groups are showing net selling behavior.
This divergence highlights a growing gap between large-scale investors and retail participants, as Bitcoin trades near $78,000 amid ongoing market uncertainty.
Accumulation Trend Score Reveals Sharp Investor Divergence
The trend is clearly reflected in Glassnode’s Accumulation Trend Score, broken down by wallet size. The metric measures the relative accumulation behavior of different investor cohorts based on changes in their Bitcoin holdings over the past 15 days.
A score closer to 1 indicates active accumulation
A score closer to 0 signals distribution or selling
Glassnode data shows that the largest whale cohort — wallets holding 10,000 BTC or more — is currently in a phase of “mild accumulation.” Their balance trend has remained neutral to slightly positive since Bitcoin first fell below $80,000 in late November.
During that period, BTC largely moved sideways within a broad $80,000–$97,000 range through the end of January, suggesting that large holders were steadily absorbing supply during consolidation.
Retail and Smaller Investors Continue to Sell
In contrast, all smaller investor groups are net sellers, with the most pronounced distribution coming from retail wallets holding less than 10 BTC. This cohort has been selling consistently for more than a month, reflecting:
heightened risk aversion
declining confidence in near-term price recovery
concern that the current downtrend may extend further
Such behavior is typical during corrective phases, where smaller participants tend to reduce exposure while larger players take the opposite side of the trade.
Number of Large BTC Holders Continues to Rise
Supporting the accumulation narrative, Glassnode data shows that the number of entities holding at least 1,000 BTC has increased significantly:
October: 1,207 entities
Current: 1,303 entities
This rise has occurred since Bitcoin’s all-time high in October, suggesting that large investors have been accumulating during the pullback rather than exiting positions.
Notably, the count of entities holding 1,000+ BTC has now returned to levels last seen in December 2024, reinforcing the view that large market participants are absorbing supply while smaller investors continue to step away.
Market Implications
The growing concentration of Bitcoin among large holders may have important implications for market structure:
Reduced liquid supply as BTC moves into long-term hands
Increased sensitivity to future demand shocks
Continued volatility driven by weaker hands exiting positions
However, Glassnode data reflects behavioral trends, not price forecasts, and does not guarantee future market direction.
Disclaimer
This article is for informational purposes only and represents a personal blog perspective. It does not constitute investment advice. Readers should conduct their own research before making any financial decisions. The author assumes no responsibility for any investment outcomes.
👉 Follow for more Bitcoin on-chain analysis, market structure insights, and crypto news updates.
#BTC #OnChainData #Glassnode
📉 Bitcoin hash rate drops 12%: Facing the largest shock since the 'China ban' in 2021 Glassnode analysts point out that the Bitcoin network is facing a severe stress test. The total network hash rate has fallen to 970 EH/s, the lowest level since September 2025. What happened? ❄️ Climate factors: Severe winter storms in the U.S. forced local miners (including Foundry USA) to shut down and lose power. On January 24, the 7-day moving average (7DMA) hash rate hit a low of 690 EH/s. 💰 Double blow: The hash rate drop began even before the Bitcoin price fell from $126,000 to $100,000. Operational disruptions combined with falling prices caused miners' total daily revenue to plummet from $45 million to an annual low of $28 million. Why is it worth noting? This is the most severe correction in computing power since China banned mining in 2021. Profitability is in crisis: The breakeven elasticity index has fallen to its lowest point since November 2024 (value 21). Even though the network has adjusted mining difficulty multiple times, it has still been difficult to fully offset the reduction in earnings. The market reflects that under the current difficulty and price environment, the yield of mining enterprises is extremely low. From historical experience, miners' 'surrender' often accompanies the formation of market bottoms, but the pressure facing the industry remains unprecedented. Do you think Bitcoin can hold the $100,000 mark in the face of heavy losses for miners? 👇 #Bitcoin #挖矿 #Glassnode #加密货币新闻 #BTC
📉 Bitcoin hash rate drops 12%: Facing the largest shock since the 'China ban' in 2021
Glassnode analysts point out that the Bitcoin network is facing a severe stress test. The total network hash rate has fallen to 970 EH/s, the lowest level since September 2025.
What happened?
❄️ Climate factors: Severe winter storms in the U.S. forced local miners (including Foundry USA) to shut down and lose power. On January 24, the 7-day moving average (7DMA) hash rate hit a low of 690 EH/s.
💰 Double blow: The hash rate drop began even before the Bitcoin price fell from $126,000 to $100,000. Operational disruptions combined with falling prices caused miners' total daily revenue to plummet from $45 million to an annual low of $28 million.
Why is it worth noting?
This is the most severe correction in computing power since China banned mining in 2021. Profitability is in crisis: The breakeven elasticity index has fallen to its lowest point since November 2024 (value 21). Even though the network has adjusted mining difficulty multiple times, it has still been difficult to fully offset the reduction in earnings. The market reflects that under the current difficulty and price environment, the yield of mining enterprises is extremely low.
From historical experience, miners' 'surrender' often accompanies the formation of market bottoms, but the pressure facing the industry remains unprecedented.
Do you think Bitcoin can hold the $100,000 mark in the face of heavy losses for miners? 👇
#Bitcoin #挖矿 #Glassnode #加密货币新闻 #BTC
📉 Real Talk: Why "Diamond Hands" are Selling 143,000+ $BTC ‼️ The latest Glassnode data is making waves: Long-Term Holders (LTH) have offloaded about 143,000 BTC in the last 30 days. Before you panic-sell, let’s look at what is actually happening behind the scenes. Here is the breakdown: 1️⃣ Strategic Profit Taking 💰 These aren't "panic sellers." These are investors who held through the lows and are now taking profits as we sit in the $80k - $85k range. In crypto, "selling into strength" is how the pros stay in the game. 2️⃣ The Supply Tug-of-War When 143k BTC hits the market, it creates a "supply ceiling." For the price to break toward new highs, new demand (like ETFs and institutional buyers) has to "absorb" all those coins. Right now, we are in a consolidation phase where the market is digesting this extra supply. 3️⃣ Support Levels to Watch 🛡️ With this much selling pressure, the charts are showing some clear "must-hold" zones: $80,000 - $81,000: This is the current "psychological floor." $74,000: A major historical support level if the sell-off deepens. 4️⃣ A Healthy Rotation 🔄 This is a "changing of the guard." Coins are moving from old wallets to new ones. While this usually leads to higher volatility in the short term, it resets the market for the next leg up. The Bottom Line: Don’t fear the distribution; it’s a natural part of the cycle. The "smart money" is rotating, and the "weak hands" are getting shaken out. Are you buying the dip or waiting for $80k support level to bounce confirmation? Let me know? {future}(BTCUSDT) #Bitcoin #Glassnode #CryptoAnalysis #BTC #WhaleAlert
📉 Real Talk: Why "Diamond Hands" are Selling 143,000+ $BTC ‼️

The latest Glassnode data is making waves: Long-Term Holders (LTH) have offloaded about 143,000 BTC in the last 30 days.
Before you panic-sell, let’s look at what is actually happening behind the scenes.

Here is the breakdown:

1️⃣ Strategic Profit Taking 💰

These aren't "panic sellers." These are investors who held through the lows and are now taking profits as we sit in the $80k - $85k range. In crypto, "selling into strength" is how the pros stay in the game.

2️⃣ The Supply Tug-of-War

When 143k BTC hits the market, it creates a "supply ceiling." For the price to break toward new highs, new demand (like ETFs and institutional buyers) has to "absorb" all those coins. Right now, we are in a consolidation phase where the market is digesting this extra supply.

3️⃣ Support Levels to Watch 🛡️

With this much selling pressure, the charts are showing some clear "must-hold" zones:
$80,000 - $81,000: This is the current "psychological floor."

$74,000: A major historical support level if the sell-off deepens.

4️⃣ A Healthy Rotation 🔄

This is a "changing of the guard." Coins are moving from old wallets to new ones. While this usually leads to higher volatility in the short term, it resets the market for the next leg up.

The Bottom Line: Don’t fear the distribution; it’s a natural part of the cycle. The "smart money" is rotating, and the "weak hands" are getting shaken out.

Are you buying the dip or waiting for $80k support level to bounce confirmation? Let me know?
#Bitcoin #Glassnode #CryptoAnalysis #BTC #WhaleAlert
🚨 Bitcoin Critical Point: Glassnode Warns of Key Support Level $83,400 BTC market sentiment is in a delicate balance. According to Glassnode's latest analysis, there are signs of weakening market structure, and downward risks should be monitored. Here are the core data points worth noting: 📉 Core Price Levels: $96,500: The holding cost benchmark for short-term holders. Currently, the coin price is below this level, indicating a lack of short-term momentum in the market. $83,400: The last key support. Once broken, the price may retrace to the 'real market average price' of $80,700. 💡 In-Depth On-Chain Data Analysis: Holder Pressure: Currently, about 19.5% of short-term investors are in a state of floating loss. Although it has not reached the level of panic selling (55%), this group is extremely sensitive to price fluctuations. Liquidity Divergence: There is a slight recovery in buying on the Binance spot market, but Coinbase's activity is sluggish, indicating that U.S. institutional funding momentum is still lacking. Derivatives Risk: Although the funding rate remains neutral, the 'negative gamma' effect below $90,000 may force market makers to sell during downturns, accelerating price declines. 🔄 Summary: The current market is not overheated, but there is a lack of sustained buy pressure in the spot market. If the $83,400 support level fails, a structural oscillation similar to that of 2018 or 2022 may occur. Please strictly implement risk management in operations, focusing on the $83,400 life-and-death line!🛡️ #Bitcoin #BTC #Glassnode #链上分析 #加密货币 {spot}(BTCUSDT)
🚨 Bitcoin Critical Point: Glassnode Warns of Key Support Level $83,400
BTC market sentiment is in a delicate balance. According to Glassnode's latest analysis, there are signs of weakening market structure, and downward risks should be monitored. Here are the core data points worth noting:
📉 Core Price Levels:
$96,500: The holding cost benchmark for short-term holders. Currently, the coin price is below this level, indicating a lack of short-term momentum in the market. $83,400: The last key support. Once broken, the price may retrace to the 'real market average price' of $80,700.
💡 In-Depth On-Chain Data Analysis:
Holder Pressure: Currently, about 19.5% of short-term investors are in a state of floating loss. Although it has not reached the level of panic selling (55%), this group is extremely sensitive to price fluctuations. Liquidity Divergence: There is a slight recovery in buying on the Binance spot market, but Coinbase's activity is sluggish, indicating that U.S. institutional funding momentum is still lacking. Derivatives Risk: Although the funding rate remains neutral, the 'negative gamma' effect below $90,000 may force market makers to sell during downturns, accelerating price declines.
🔄 Summary:
The current market is not overheated, but there is a lack of sustained buy pressure in the spot market. If the $83,400 support level fails, a structural oscillation similar to that of 2018 or 2022 may occur.
Please strictly implement risk management in operations, focusing on the $83,400 life-and-death line!🛡️
#Bitcoin #BTC #Glassnode #链上分析 #加密货币
🚀 Bitcoin: To take off, first check if the 'fuel' is enough! Glassnode's latest in-depth analysis Bitcoin is still deeply trapped in a downward trend, and Glassnode's analysis points out that the core issue is: severely insufficient liquidity. Key points summary: 🔹 Liquidity is key: To achieve a real trend reversal, the market must welcome new capital injection. 🔹 Profit and loss ratio indicator: Historical data shows that only when the 90-day moving average profit and loss ratio remains above 5 can Bitcoin experience sustained growth. Currently, this indicator is only 2. 🔹 Supply pressure: About 22% of circulating BTC is in a loss state, similar to the adjustment periods of 2018 and 2022. If key support levels cannot be maintained, selling pressure may further release. There is also good news: According to CryptoQuant's data, the amount of BTC flowing into Binance remains at historically low levels. This means that large holders are more inclined to HODL (hold long-term) rather than sell. Summary: There is a risk of short-term pullback, but the downside space is limited. The real 'To the Moon' is still awaiting a full recovery of liquidity!📈 #比特币 #BTC #Glassnode #加密货币分析 #BinanceSquare {spot}(BTCUSDT)
🚀 Bitcoin: To take off, first check if the 'fuel' is enough! Glassnode's latest in-depth analysis
Bitcoin is still deeply trapped in a downward trend, and Glassnode's analysis points out that the core issue is: severely insufficient liquidity.
Key points summary:
🔹 Liquidity is key: To achieve a real trend reversal, the market must welcome new capital injection.
🔹 Profit and loss ratio indicator: Historical data shows that only when the 90-day moving average profit and loss ratio remains above 5 can Bitcoin experience sustained growth. Currently, this indicator is only 2.
🔹 Supply pressure: About 22% of circulating BTC is in a loss state, similar to the adjustment periods of 2018 and 2022. If key support levels cannot be maintained, selling pressure may further release.
There is also good news:
According to CryptoQuant's data, the amount of BTC flowing into Binance remains at historically low levels. This means that large holders are more inclined to HODL (hold long-term) rather than sell.
Summary: There is a risk of short-term pullback, but the downside space is limited. The real 'To the Moon' is still awaiting a full recovery of liquidity!📈
#比特币 #BTC #Glassnode #加密货币分析 #BinanceSquare
🚨 BITCOIN LONG-TERM HOLDERS ARE DUMPING FAST! Glassnode data confirms LTHs liquidated 143,000 $BTC in the last 30 days. This selling velocity hasn't been seen since August. What does this massive outflow signal for the immediate price action? Are we seeing capitulation or just a shakeout? This impacts the whole market structure. Watch $WLD closely too. #Bitcoin #CryptoNews #Glassnode #LTH #BTC 📉 {future}(WLDUSDT) {future}(BTCUSDT)
🚨 BITCOIN LONG-TERM HOLDERS ARE DUMPING FAST!

Glassnode data confirms LTHs liquidated 143,000 $BTC in the last 30 days. This selling velocity hasn't been seen since August.

What does this massive outflow signal for the immediate price action? Are we seeing capitulation or just a shakeout?

This impacts the whole market structure. Watch $WLD closely too.

#Bitcoin #CryptoNews #Glassnode #LTH #BTC 📉
{future}(WLDUSDT) BITCOIN LONG-TERM HOLDERS ARE DUMPING FAST! 🚨 Glassnode data confirms a major shakeup. Long-term holders moved 143,000 $BTC out of storage over the last month. This is the quickest sell-off pace we have seen since August. Are the whales signaling a top? $JTO and $WLD context needed now. Pay attention to this major flow shift. #Bitcoin #BTC #Glassnode #CryptoWhales #MarketFlow 📉 {future}(JTOUSDT) {future}(BTCUSDT)
BITCOIN LONG-TERM HOLDERS ARE DUMPING FAST! 🚨

Glassnode data confirms a major shakeup. Long-term holders moved 143,000 $BTC out of storage over the last month. This is the quickest sell-off pace we have seen since August. Are the whales signaling a top? $JTO and $WLD context needed now. Pay attention to this major flow shift.

#Bitcoin #BTC #Glassnode #CryptoWhales #MarketFlow 📉
{future}(WLDUSDT) 🚨 BITCOIN LONG-TERM HOLDERS ARE DUMPING FAST! 🚨 Glassnode confirms a massive outflow. 143,000 $BTC moved off cold storage in the last month. This is the quickest distribution since August. Are the whales preparing for a deep dive or a massive accumulation phase? Watch the market reaction closely. $JTO and $WLD might feel the ripple effect. #Bitcoin #BTC #CryptoNews #Glassnode #WhaleActivity 📉 {future}(JTOUSDT) {future}(BTCUSDT)
🚨 BITCOIN LONG-TERM HOLDERS ARE DUMPING FAST! 🚨

Glassnode confirms a massive outflow. 143,000 $BTC moved off cold storage in the last month. This is the quickest distribution since August. Are the whales preparing for a deep dive or a massive accumulation phase? Watch the market reaction closely. $JTO and $WLD might feel the ripple effect.

#Bitcoin #BTC #CryptoNews #Glassnode #WhaleActivity 📉
🚨 Major movement by long-term Bitcoin holders Glassnode data reveals that long-term Bitcoin holders sold around 143,000 $BTC in the last 30 days — the fastest pace since August. Unexpected selling pressure may impact the market and affect prices soon. #bitcoin #crypto #Glassnode #HODL #MarketAlert {spot}(BTCUSDT) 📊 Here are coins on a strong rise: 👇 💎 $PLAY {future}(PLAYUSDT) 💎 $SOMI {future}(SOMIUSDT)
🚨 Major movement by long-term Bitcoin holders

Glassnode data reveals that long-term Bitcoin holders sold around 143,000 $BTC in the last 30 days — the fastest pace since August. Unexpected selling pressure may impact the market and affect prices soon.
#bitcoin #crypto #Glassnode #HODL #MarketAlert


📊 Here are coins on a strong rise: 👇
💎 $PLAY
💎 $SOMI
📉 Bitcoin long-term holders start distributing: Selling speed reaches a new high since August While traditional financial markets continue to strengthen, Bitcoin's "diamond hands" have chosen to cash in. Here are the key data points investors need to pay attention to: • Sale scale: In the past 30 days, long-term holders (LTH) who have held BTC for more than 155 days have cumulatively reduced their holdings by about 143,000 BTC. This is the most active selling wave in nearly 5 months. • Trend reversal: The brief accumulation period from late December to early January has ended, and the market has once again entered the "distribution phase." • Price pressure: Despite Bitcoin attempting to stabilize at $97,000, the distribution behavior of long-term holders has become a major resistance hindering the price from catching up with the broader market. • Holding status: This group currently still holds about 14.5 million BTC. Their reduction tendencies will directly determine the height of future market rebounds. Conclusion: Bitcoin's performance is temporarily lagging behind traditional markets, mainly due to the profit-taking influence of large holders. Attention should be paid to market absorption capacity, to see if new incoming funds can digest this wave of selling pressure. #Bitcoin #BTC #数据分析 #Glassnode #加密货币 {spot}(BTCUSDT)
📉 Bitcoin long-term holders start distributing: Selling speed reaches a new high since August
While traditional financial markets continue to strengthen, Bitcoin's "diamond hands" have chosen to cash in. Here are the key data points investors need to pay attention to:
• Sale scale: In the past 30 days, long-term holders (LTH) who have held BTC for more than 155 days have cumulatively reduced their holdings by about 143,000 BTC. This is the most active selling wave in nearly 5 months.
• Trend reversal: The brief accumulation period from late December to early January has ended, and the market has once again entered the "distribution phase."
• Price pressure: Despite Bitcoin attempting to stabilize at $97,000, the distribution behavior of long-term holders has become a major resistance hindering the price from catching up with the broader market.
• Holding status: This group currently still holds about 14.5 million BTC. Their reduction tendencies will directly determine the height of future market rebounds.
Conclusion: Bitcoin's performance is temporarily lagging behind traditional markets, mainly due to the profit-taking influence of large holders. Attention should be paid to market absorption capacity, to see if new incoming funds can digest this wave of selling pressure.
#Bitcoin #BTC #数据分析 #Glassnode #加密货币
Khadija akter shapla:
Nice
⚡️ Crypto Market Recovery: Leverage Drops, Discipline Grows Analysts from Coinbase Institutional and Glassnode have released a joint report confirming that the crypto market has become "mature" and more resilient following the October deleveraging. Key Highlights: 🔹 Goodbye, Aggressive Risk: Investors are moving away from high-leverage positions (leverage has dropped to ~3% of total market cap) and shifting toward options. This creates a more stable and "healthy" trading environment. 🔹 BTC Dominance: Bitcoin maintains its lead at nearly 59%. Mid- and small-cap assets have lost their momentum as focus shifts to defensive strategies. 🔹 Fear or Caution? The NUPL indicator has shifted from "Belief" to "Anxiety." Despite better macro conditions, investors are hesitant to take on directional risks. 🔹 A New Paradigm for Ethereum: Traditional cycle indicators are losing their edge for ETH. Due to L2 fee compression and new tokenomics, Ether's dynamics now depend more on global liquidity than on the length of the market cycle. The Bottom Line: We are witnessing a paradigm shift. The market has flushed out excess leverage, and institutional investors remain "selectively positive," favoring large-cap assets amidst geopolitical uncertainty. How are you allocating your portfolio right now? Doubling down on BTC or waiting for altseason? 👇 #CryptoNews #Bitcoin #Ethereum #Coinbase #Glassnode {spot}(BTCUSDT)
⚡️ Crypto Market Recovery: Leverage Drops, Discipline Grows
Analysts from Coinbase Institutional and Glassnode have released a joint report confirming that the crypto market has become "mature" and more resilient following the October deleveraging.
Key Highlights:
🔹 Goodbye, Aggressive Risk: Investors are moving away from high-leverage positions (leverage has dropped to ~3% of total market cap) and shifting toward options. This creates a more stable and "healthy" trading environment.
🔹 BTC Dominance: Bitcoin maintains its lead at nearly 59%. Mid- and small-cap assets have lost their momentum as focus shifts to defensive strategies.
🔹 Fear or Caution? The NUPL indicator has shifted from "Belief" to "Anxiety." Despite better macro conditions, investors are hesitant to take on directional risks.
🔹 A New Paradigm for Ethereum: Traditional cycle indicators are losing their edge for ETH. Due to L2 fee compression and new tokenomics, Ether's dynamics now depend more on global liquidity than on the length of the market cycle.
The Bottom Line: We are witnessing a paradigm shift. The market has flushed out excess leverage, and institutional investors remain "selectively positive," favoring large-cap assets amidst geopolitical uncertainty.
How are you allocating your portfolio right now? Doubling down on BTC or waiting for altseason? 👇
#CryptoNews #Bitcoin #Ethereum #Coinbase #Glassnode
Bitcoin at $100,000? The "Trigger" that Anticipated Previous Rallies Has Started Flashing Again!Bitcoin (BTC) is at a crucial moment, currently trading around US 87.756. Despite the recent correction, the macro scenario and on-chain data suggest that this may be the "rest" before the leap to six digits. 📉 The Macro Factor: Consumer Confidence in Free Fall We have just received the Consumer Confidence (CB) data from the USA and the result was a shock to the traditional market: January/2026: 84.5 Projection: 90.6 Previous: 94.2 Values lower than expected are considered negative for the dollar (USD). With confidence collapsing to 84.5, pressure on the dollar increases, which historically favors scarce assets like Bitcoin.

Bitcoin at $100,000? The "Trigger" that Anticipated Previous Rallies Has Started Flashing Again!

Bitcoin (BTC) is at a crucial moment, currently trading around US 87.756. Despite the recent correction, the macro scenario and on-chain data suggest that this may be the "rest" before the leap to six digits.
📉 The Macro Factor: Consumer Confidence in Free Fall
We have just received the Consumer Confidence (CB) data from the USA and the result was a shock to the traditional market:
January/2026: 84.5
Projection: 90.6
Previous: 94.2
Values lower than expected are considered negative for the dollar (USD). With confidence collapsing to 84.5, pressure on the dollar increases, which historically favors scarce assets like Bitcoin.
70% of institutions view Bitcoin as undervalued despite 30% crash A Coinbase Institutional and Glassnode survey reveals that 70% of institutions consider Bitcoin undervalued even after a roughly 30% drop from recent highs. This suggests potential for a rally if macro conditions improve. Meanwhile, 26% believe crypto has entered a bear market phase. Institutional confidence persists in the long term, contrasting with short-term bearish sentiment driving outflows and price pressure #BTC #InstitutionalAdoption #CryptoNewss #Glassnode #BTC走势分析 $BNB $BTC $ETH {future}(TAIKOUSDT) {future}(AXSUSDT)
70% of institutions view Bitcoin as undervalued despite 30% crash

A Coinbase Institutional and Glassnode survey reveals that 70% of institutions consider Bitcoin undervalued even after a roughly 30% drop from recent highs. This suggests potential for a rally if macro conditions improve. Meanwhile, 26% believe crypto has entered a bear market phase. Institutional confidence persists in the long term, contrasting with short-term bearish sentiment driving outflows and price pressure

#BTC #InstitutionalAdoption #CryptoNewss #Glassnode #BTC走势分析 $BNB $BTC $ETH
📊🤔 $BTC #Glassnode : The supply delta between LTHs and STHs is moving violently upwards. We aren't near previous cycle tops yet (2017/2021). LTH supply peak to trough have distributed 813k BTC, and 250k BTC in the past 3 days. Compare this to the start of 2024 (1M BTC inc GBTC). For every seller there's a buyer and demand is currently being met. {future}(BTCUSDT)
📊🤔 $BTC #Glassnode : The supply delta between LTHs and STHs is moving violently upwards. We aren't near previous cycle tops yet (2017/2021).

LTH supply peak to trough have distributed 813k BTC, and 250k BTC in the past 3 days. Compare this to the start of 2024 (1M BTC inc GBTC).

For every seller there's a buyer and demand is currently being met.
🕵️‍♂️Glassnode report: Bitcoin's recent crash caused a $520 million investment loss, and analysts will help you "clear the fog" to see the truth In its latest weekly report, Glassnode, an on-chain analysis agency, pointed out that in a recent market crash, Bitcoin investors lost a total of $520 million. What exactly caused this phenomenon? Let's analyze and interpret it together. In its latest weekly report, Glassnode analyzed the recent trend of Bitcoin's "actual losses". What is "actual loss"? Simply put, it is the total loss realized by BTC investors through selling every day, that is, by comparing the historical transaction price of each BTC token, if the previous selling price is higher than the current selling price, it is judged as a loss. As can be seen from the chart, this indicator rose sharply at the beginning of this month, causing investors to lose a total of $520 million. The main reason behind this loss was that the price of Bitcoin plummeted to $93,000. This is one of the biggest events in the current cycle, second only to the peak amount of $1.3 billion in yen carry trade liquidation. However, from a historical cycle perspective, this large-scale loss realization is actually a good thing for Bitcoin. Because in this case, Bitcoin tends to transfer from those investors who can't hold it to those who are willing to hold it for a long time. These long-term investors are more willing to hold, so the selling pressure will gradually disappear and the price of Bitcoin will slowly stabilize. Therefore, although the loss this time looks scary in terms of the dollar amount, if measured in BTC, it is actually within the standard range of the cycle. In other words, this situation is not the first time in the history of Bitcoin. As of now, the price of Bitcoin is still hovering around $97,800, with no obvious upward or downward trend. The market is still waiting for the next signal. In summary, Glassnode's analysis believes that although this Bitcoin crash has caused many investors to suffer heavy losses, history tells us that this time may be a good opportunity for the market to adjust. 💬 Do you agree with Glassnode's analysis? What do you think will happen to Bitcoin next? See you in the comments section! #比特币 #Glassnode #加密货币 #市场分析
🕵️‍♂️Glassnode report: Bitcoin's recent crash caused a $520 million investment loss, and analysts will help you "clear the fog" to see the truth

In its latest weekly report, Glassnode, an on-chain analysis agency, pointed out that in a recent market crash, Bitcoin investors lost a total of $520 million. What exactly caused this phenomenon? Let's analyze and interpret it together.

In its latest weekly report, Glassnode analyzed the recent trend of Bitcoin's "actual losses". What is "actual loss"? Simply put, it is the total loss realized by BTC investors through selling every day, that is, by comparing the historical transaction price of each BTC token, if the previous selling price is higher than the current selling price, it is judged as a loss.

As can be seen from the chart, this indicator rose sharply at the beginning of this month, causing investors to lose a total of $520 million. The main reason behind this loss was that the price of Bitcoin plummeted to $93,000. This is one of the biggest events in the current cycle, second only to the peak amount of $1.3 billion in yen carry trade liquidation.

However, from a historical cycle perspective, this large-scale loss realization is actually a good thing for Bitcoin. Because in this case, Bitcoin tends to transfer from those investors who can't hold it to those who are willing to hold it for a long time. These long-term investors are more willing to hold, so the selling pressure will gradually disappear and the price of Bitcoin will slowly stabilize.

Therefore, although the loss this time looks scary in terms of the dollar amount, if measured in BTC, it is actually within the standard range of the cycle. In other words, this situation is not the first time in the history of Bitcoin.

As of now, the price of Bitcoin is still hovering around $97,800, with no obvious upward or downward trend. The market is still waiting for the next signal.

In summary, Glassnode's analysis believes that although this Bitcoin crash has caused many investors to suffer heavy losses, history tells us that this time may be a good opportunity for the market to adjust.

💬 Do you agree with Glassnode's analysis? What do you think will happen to Bitcoin next? See you in the comments section!

#比特币 #Glassnode #加密货币 #市场分析
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Bearish
### **💰 Will Bitcoin HODLers Sell When the Price Hits $99,900?** #### **📌 Glassnode Analysis:** - **Long-Term Holders (LTH)** (holding BTC >155 days) **start profit-taking when profits reach 350%**. - **Critical level**: **$99,900** (based on *realized price* of LTH). - **Currently**: BTC at **$96,500** (+4% this week), LTH have not sold much. --- ### **📊 On-Chain Data:** - **LTH Supply increased by 254,000 BTC** in 2 months → Many STH (short-term holders) are transitioning to LTH. - **Previous profit-taking phase**: LTH sold during the major rally of 2023. - **If BTC breaks $99.9K**: Potential **sell pressure increases** from long-term HODLers. --- ### **💡 What Does This Mean for Traders?** ✅ **Bullish short-term**: LTH still holding → less selling pressure. ⚠️ **Caution at $99.9K**: Profit-taking could trigger a correction. 📈 **Next target**: If strong breakout, could continue to **$100K+**. **#bitcoin #HODL #Glassnode #crypto #BTC ** 💬 **Your prediction?** Will LTH sell massively at $99.9K or hold longer? Comment below! 👇
### **💰 Will Bitcoin HODLers Sell When the Price Hits $99,900?**

#### **📌 Glassnode Analysis:**
- **Long-Term Holders (LTH)** (holding BTC >155 days) **start profit-taking when profits reach 350%**.
- **Critical level**: **$99,900** (based on *realized price* of LTH).
- **Currently**: BTC at **$96,500** (+4% this week), LTH have not sold much.

---

### **📊 On-Chain Data:**
- **LTH Supply increased by 254,000 BTC** in 2 months → Many STH (short-term holders) are transitioning to LTH.
- **Previous profit-taking phase**: LTH sold during the major rally of 2023.
- **If BTC breaks $99.9K**: Potential **sell pressure increases** from long-term HODLers.

---

### **💡 What Does This Mean for Traders?**
✅ **Bullish short-term**: LTH still holding → less selling pressure.
⚠️ **Caution at $99.9K**: Profit-taking could trigger a correction.
📈 **Next target**: If strong breakout, could continue to **$100K+**.

**#bitcoin #HODL #Glassnode #crypto #BTC **

💬 **Your prediction?** Will LTH sell massively at $99.9K or hold longer? Comment below! 👇
Bitcoin dominance is climbing again After bottoming in December 2024 at ~54%, BTC dominance has surged past 57% in January 2025. This mirrors the 2020 cycle, where BTC dominance bottomed in Nov '20 (~60%), then rallied to 69% in Jan '21 before starting to decline again. In the last cycle, Bitcoin dominance peaked near 72%. Shortly after, BTC hit ~$40K - over 2x its prior cycle's ATH - but still far from the eventual $64K top. Dominance began dropping as BTC's price soared, signalling a shift in risk appetite toward riskier assets. #Glassnode
Bitcoin dominance is climbing again

After bottoming in December 2024 at ~54%, BTC dominance has surged past 57% in January 2025.

This mirrors the 2020 cycle, where BTC dominance bottomed in Nov '20 (~60%), then rallied to 69% in Jan '21 before starting to decline again.

In the last cycle, Bitcoin dominance peaked near 72%. Shortly after, BTC hit ~$40K - over 2x its prior cycle's ATH - but still far from the eventual $64K top. Dominance began dropping as BTC's price soared, signalling a shift in risk appetite toward riskier assets.

#Glassnode
Glassnode: Bitcoin market is in a speculative frenzy#BTC‬ <t-73/>#glassnode #new+ <t-76/>#ончейн The dynamics of capital flows, exchange activity, leverage in crypto derivatives and demand from institutions all indicate a jump in risk appetite among Bitcoin investors. Glassnode came to this conclusion.The risk appetite for#Bitcoininvestors is increasing, with growing signs of speculation appearing across capital flows, exchange activity, derivatives leverage, and even institutional demand.

Glassnode: Bitcoin market is in a speculative frenzy

#BTC‬ <t-73/>#glassnode #new+ <t-76/>#ончейн The dynamics of capital flows, exchange activity, leverage in crypto derivatives and demand from institutions all indicate a jump in risk appetite among Bitcoin investors. Glassnode came to this conclusion.The risk appetite for#Bitcoininvestors is increasing, with growing signs of speculation appearing across capital flows, exchange activity, derivatives leverage, and even institutional demand.
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Bullish
💸 According to #glassnode , more than 1 million #BTC were traded in a price range of around $42,500. This price level could become a significant support level.
💸 According to #glassnode , more than 1 million #BTC were traded in a price range of around $42,500.

This price level could become a significant support level.
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Bearish
A 50% decrease in active Bitcoin supply over the last 3 months: Is it a bullish or bearish indicator? The cryptocurrency market is still experiencing sharp fluctuations, but some indicators may suggest the possibility of a recovery for Bitcoin (BTC) soon. Among these indicators, active supply, also known as hot supply, stands out, which is the amount of Bitcoin available for active trading over a short period. According to data from "Glassnode," the active supply of Bitcoin—which tracks coins that are less than a week old—has decreased by 50% over the past three months, dropping from 5.9% to 2.8% of the total circulating supply. Does the decrease in active supply indicate a bullish trend? A decrease in active supply could be a positive indicator, reflecting an increase in holding behavior of Bitcoin rather than short-term trading. When investors decide not to sell their assets, it may signal their expectation of rising prices in the future. Additionally, with the decrease in circulating supply, sharp price fluctuations diminish, which may pave the way for market stability and price increases in the medium term. However, this requires strong demand, which is currently not sufficiently available, as shown by the evident decline in flows towards Bitcoin ETFs. #bitcoin #btc #Glassnode #etf $BTC
A 50% decrease in active Bitcoin supply over the last 3 months: Is it a bullish or bearish indicator?
The cryptocurrency market is still experiencing sharp fluctuations, but some indicators may suggest the possibility of a recovery for Bitcoin (BTC) soon.

Among these indicators, active supply, also known as hot supply, stands out, which is the amount of Bitcoin available for active trading over a short period.

According to data from "Glassnode," the active supply of Bitcoin—which tracks coins that are less than a week old—has decreased by 50% over the past three months, dropping from 5.9% to 2.8% of the total circulating supply.

Does the decrease in active supply indicate a bullish trend?
A decrease in active supply could be a positive indicator, reflecting an increase in holding behavior of Bitcoin rather than short-term trading.

When investors decide not to sell their assets, it may signal their expectation of rising prices in the future.

Additionally, with the decrease in circulating supply, sharp price fluctuations diminish, which may pave the way for market stability and price increases in the medium term.

However, this requires strong demand, which is currently not sufficiently available, as shown by the evident decline in flows towards Bitcoin ETFs.
#bitcoin #btc #Glassnode #etf
$BTC
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