glassnode

Breaking🔥

ETF flows still show no renewed demand. The 30D-SMA of netflows for both Bitcoin and Ethereum ETFs remains negative.
#Glassnode

#ETFvsBTC #etf

🐋 Whale Movement: What On-chain Tells Us Now?
On-Chain Data Analysis – #Bitcoin: Whale Address Count (>1k #BTC)
The chart above reveals the behavior of the largest market players (addresses with more than 1,000 BTC) in relation to the historical price of Bitcoin. Understanding where the "sharks" are swimming is essential to anticipating major price movements.
📊 Highlighted Indicators:
Orange Line (Whale Address Count): Shows the total number of wallets with 1,000+ BTC. A rise here usually indicates institutional or large investor accumulation.
Purple Area (Whale Address 30-day Change): This is the "momentum" indicator. When the bars are above the axis, whales are buying (accumulation); below the axis, they are selling or distributing (profit-taking).
Black Line (BTC Price): The price of Bitcoin on a logarithmic scale for direct comparison with on-chain activity.
💡 What to watch at this moment:
Historically, large drops in the orange line (distribution) occur near market tops, while consistent increases often precede major bullish rallies. If whales are accumulating during corrections, the signal is of strong conviction in the long term.

#OnChain
#Whales
#CryptoAnalysis
#Glassnode
#SmartMoney

🚨 INSIGHT: According to a Glassnode analyst, a Bitcoin surge doesn't need to wait for gold and silver to decline.

$BTC $PAXG

#insight #Glassnode #GOLD #BTCVSGOLD #SECxCFTCCryptoCollab

Data Pivot: Why is BTC stabilizing yet still facing significant selling pressure?

Average Daily Loss Scale: After applying a 90-day moving average (90D SMA) smoothing process, the realized losses after excluding internal transfers are approximately 300 million dollars per day.

Key Pricing Level: The market's 'True Market Mean' currently stands at 81,000 dollars. Prices being above this line should be a bullish signal, but the ongoing presence of loss selling has weakened the rebound momentum.

Investor Sentiment: Analysts emphasize that losses mainly come from 'high-position buyers'. These investors not only face paper losses but are also dissatisfied with the 'time cost' incurred from months of volatility, leading them to choose to exit when prices slightly rebound (Capitulation into strength).

XXYY.cc Observation: This type of 'gradual loss cutting' is a typical characteristic of mid-cycle adjustments in a bull market. Only when loss selling (Realized Loss) starts to structurally decline does it usually signal a true stabilization of the bottom.

#Glassnode #比特币 #链上分析 #CryptoVizArt #BTC行情

Glassnode Analyst: Bitcoin's daily realized losses are approximately $300 million, and the losses from selling behavior have not shown significant decline.

#Glassnode Chief Research Analyst CryptoVizArt stated that after excluding internal transactions and using the 90-day moving average (90D SMA) for smoothing, Bitcoin's current daily realized losses are around $300 million. Although the price of Bitcoin has stabilized above the true market average (approximately $81,000), the selling behavior from loss-making buyers has not significantly decreased due to their dissatisfaction with the time cost of high purchases.

#加密市场观察

🔥Breaking info Glassnode reports that as Bitcoin reclaimed $90,000, leveraged traders began re-accumulating long positions in anticipation of year-end volatility.💹

On-Chain & Derivatives Data:
Open Interest: Rose from 304k BTC to 310k BTC (+2%) in perpetual contracts.
Funding Rates: Increased from 0.04% to 0.09%, indicating longs are paying shorts more to maintain their positions.

The combination of rising price, increasing open interest, and positive funding suggests bullish conviction is returning to the derivatives market. Traders are positioning for potential upside volatility as the year closes.

While this is a bullish setup, high leverage can amplify both gains and losses. Elevated open interest can lead to violent liquidation cascades if the price moves sharply against these positions.
Are you positioned for a year-end Bitcoin breakout?
$$BTC

$ETH

$ZKP

#BTC  #Glassnode

🕵️‍♂️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

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

📊🤔 $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.

💸 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.

### **💰 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! 👇

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

#USStablecoinBill

A surge in the cryptocurrency market after recording record inflows reaching $19 billion
The cryptocurrency market has witnessed unprecedented investment inflows over the past month, amounting to $19 billion, reflecting a state of positive momentum and increasing confidence among investors, especially major institutions.

The well-known analyst "Ali Martinez" reported via his post on platform X that these inflows were documented through data from the "Glassnode" platform, which showed a sharp change in the net positions of investors and the realized market value.

According to the published chart, inflows at the beginning of April reached about $8 billion, before accelerating significantly to exceed $19 billion in the early days of May.

This activity coincided with a rise in the price of Bitcoin to new levels, as the price of the currency surpassed the $90,000 barrier, reaching $97,927 on May 2, which reinforces the hypothesis that the market is experiencing a new wave of institutional liquidity.

Historically, these massive inflows have been associated with notable increases in the prices of digital currencies, yet the current volume of liquidity is exceptional, indicating a qualitative change in market behavior and the source of capital, with a likelihood that major financial institutions are the main driver of this surge.
#Glassnode

#BinanceAirdropNXPC
#bitcoin
Bitcoin Hits $2 Trillion Market Cap — What’s Next?

Bitcoin just crossed a $2 trillion market cap again, with prices topping $100K — the highest since January!

What’s happening:

A wave of first-time buyers is flooding in — major retail FOMO in action.

According to Glassnode, the First-Time Buyers RSI has held at 100 all week.

BUT… momentum buyers are still cautious (RSI ~11), and profit-taking is picking up.

This mix could mean a price consolidation is coming unless fresh capital keeps flowing.

TL;DR: New money is eager, pros are cautious — so don’t be surprised if BTC cools off before the next move.

#Bitcoin #BTC #CryptoNews #CryptoMarket #Glassnode
$BTC

ANALYSIS: Glassnode reports that the altcoin market suffered a $234 billion decline in one of its largest devaluations on record, highlighting a growing divergence as Bitcoin outperforms.

#Glassnode #BTC

#Glassnode data shows that the Net Unrealized Profit/Loss (#NUPL ) indicator for Solana ($SOL ) is signaling 'fear' among long-term holders. This suggests that many investors are currently in unrealized losses or uncertain about the market direction. Historically, such phases have often preceded strong accumulation periods and potential trend reversals. 🚀 Will $SOL rebound soon? Keep an eye on key support levels! 🔥
#USTariffs @WISE PUMPS

Despite #Bitcoin 's impressive rally last year, MVRV levels above 3.2 - the typical threshold for extreme euphoria - haven’t been reached this cycle. If #BTC were to reach this level, it would correspond to a price of ~$132K - #glassnode
$BTC