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Glassnode

@glassnode

Pioneering on-chain market analysis.

Advanced charts/data/insights for investors in Bitcoin and digital assets.

https://studio.glassnode.com/

Glassnode (English)

Are you a cryptocurrency investor looking to stay ahead of the game? Look no further than Glassnode, the pioneering on-chain market analysis Telegram channel. As the digital asset market continues to evolve, having access to advanced charts, data, and insights is crucial for making informed investment decisions. Glassnode provides all this and more, giving investors in Bitcoin and other digital assets the tools they need to succeed.

Glassnode's team of experts are constantly monitoring the blockchain to provide real-time analysis and actionable insights. Whether you're a seasoned investor or just starting out, Glassnode has something to offer. From detailed charts tracking market trends to in-depth data on blockchain transactions, this channel has it all.

But Glassnode isn't just about data – it's about making sense of that data and using it to your advantage. With regular updates and analysis from the Glassnode team, you'll always be in the loop on the latest developments in the digital asset market. Plus, with their easy-to-use platform, accessing this valuable information has never been easier.

So, who is Glassnode? They're a trusted source for on-chain market analysis, providing investors with the tools they need to make informed decisions in the fast-paced world of cryptocurrency. What is Glassnode? It's your key to staying ahead of the curve and maximizing your investment potential. Don't miss out on this valuable resource – join Glassnode today and take your investment strategy to the next level. Visit https://studio.glassnode.com/ to learn more and start using their advanced charts, data, and insights today.

Glassnode

20 Nov, 20:32

The Week On-Chain 47, 2024
Bitcoin continues to relentlessly establish new ATHs, supported by robust capital inflows from both ETFs and the Spot Market, with over $62.9B entering the market over the last 30 days. As the market proceeds to heat up, Long-Term Holder spending begins to rise in tandem.

Executive Summary
- Bitcoin’s rally to $93k has been fuelled by robust capital inflows from both ETFs, and spot markets. Over $62.9B has entered the market over the last 30 days, with BTC dominating the demand inflows.
- Elevated unrealized profits among long-term holders have triggered significant spending activity, with 128k BTC sold between 8-October and 13-November.
- U.S. Spot ETFs played a pivotal role, absorbing around 90% of the selling pressure from long-term holders over the analyzed period. This highlights the growing importance of the ETFs in maintaining liquidity, and stabilizing the market.

Read more in The Week On-Chain newsletter.
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Glassnode

13 Nov, 14:04

The Week On-Chain 46, 2024
Bitcoin’s rally to a new ATH is driven by strong spot demand and institutional inflows, with over 95% of supply in profit. This article explores on-chain indicators, highlighting robust spot buying momentum, rising ETF AUM, futures premiums, and the potential for sustained gains in this ATH phase.

Executive Summary
- Bitcoin’s rally to a new ATH highlights strong demand in spot markets over perpetual futures.
- Institutional inflows surged post-U.S. elections, driven by spot ETFs and CME futures as cash-and-carry strategies gain traction.
- The ATH phase sees over 95% of supply in profit, signaling unique market dynamics.
- On-chain cost basis bands reveal strong demand as price nears key levels.
- Realized profits are up, but remain below previous ATH peaks, suggesting potential for further growth.

Read more in The Week On-Chain newsletter.
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Glassnode

12 Nov, 16:05

Glassnode is proud to announce a new collaboration with Fasanara Digital to bring you the Q4 2024 Digital Asset Report. Download the report here: https://glassno.de/4fmMYHq

Partnering with Fasanara Digital, which is known for its data-driven, scientific approach to trading, highlights the real-world utility of Glassnode’s on-chain data and expertise for strategic investment in digital assets. The report examines key trends shaping the bull market, including:

- Bitcoin’s growing position as a core asset in institutional portfolios.
- Unprecedented futures activity reflecting deeper liquidity and reduced volatility.
- Shifts in capital flow that point to asset allocation trends altseason.

For institutional investors, this report offers a strategic foundation for navigating the bull market as it unfolds. Learn more on Glassnode Insights blog: https://glassno.de/3Z55v5r
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Glassnode

06 Nov, 16:30

The Week On-Chain 45, 2024
In the wake of the highly anticipated US Presidential Election, Bitcoin has broken to a new ATH of $75.4k. Under the surface, volatility continues to brew across option markets while on-chain capital inflows continue to expand, suggesting a persistent inflow of new demand.

Executive Summary
- Bitcoin has broken to a new ATH of $75.4k, sparked by the high likelihood of President Trump winning the US election.
- Capital inflows into the Bitcoin asset continue to grow, suggesting a persistent inflow of new demand.
- Profit-taking activities have seen a non-trivial increase, while losses realized remain negligible. However, both values are relatively modest compared to volumes seen around market extremes.
- Options markets are pricing in higher volatility expectations as investors hedge their positions in both directions.

Read more in The Week On-Chain newsletter.
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Glassnode

04 Nov, 17:51

Solana recently saw a massive spike in on-chain transfer volume, reaching approximately $224 billion in a single day - almost three times the market cap of SOL at $76B! This surge was apparently driven by a single wallet controlling multiple accounts, likely operated by a bot. The increase in fees that many noticed recently can likely be traced back to this activity.

Now, with the first stage of Solana support live on Glassnode, you can dive into similar insights. Access essential metrics like address activity and transfer volume to explore Solana’s network dynamics. More metrics will be coming soon as part of our multi-chain expansion.

Explore the full list of new Solana metrics: https://glassno.de/48Dhri0
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Glassnode

24 Oct, 14:13

The Week On-Chain 43, 2024
The Bitcoin spot price has continued to march higher, trading up to $69k, only 6.8% below the ATH. The price uptick has broken through several critical levels using technical and on-chain inputs. This is one of the first signs of positive price momentum since late June.

Executive Summary
- The Bitcoin spot price has briefly rallied above $69k after successfully clearing several significant technical and on-chain pricing levels.
- From an On-chain perspective, all sub-age-groups within the Short-Term Holder cohort now hold an unrealized profit, likely a tailwind for market sentiment.
- However, speculation in futures markets is increasing, with open interest surging to new ATHs and a non-trivial portion attributed to the cash and carry basis trade.

Read more in The Week On-Chain newsletter.
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Glassnode

23 Oct, 13:49

Last night, David Duong, Head of Research at Coinbase Institutional, and our Lead Analyst, James Check, hosted an insightful webinar, highlighting key takeaways from our Q4 Guide to Crypto Markets.

A big thank you to all the institutional participants who joined us. If you missed it, you can access the recording here: https://glassno.de/3YdZ8Lr
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Glassnode

18 Oct, 13:33

Join us on October 22nd at 4 PM EST for an exclusive webinar featuring Glassnode Analyst James Check and Coinbase Institutional Head of Research David Duong.

In this session, James and David will provide a comprehensive analysis from the latest Guide to Crypto Markets, equipping you with actionable insights to navigate the current market environment. Key topics will include:

1. The growth of Layer 2s and how it impacts ether and the Ethereum ecosystem.
2. The rise in stablecoin volume and what it signals for the broader crypto market.
3. What to watch for ahead of, and after, the US election.

Don’t miss this opportunity to gain a holistic view of the evolving digital asset landscape. Seats are limited—secure your spot today: https://glassno.de/4f6rFJC
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Glassnode

16 Oct, 14:00

The Q4 2024 Guide to Crypto Markets by Glassnode and Coinbase Institutional is here! Despite range-bound prices, significant trends have been unfolding beneath the surface.

Download the full report here: https://glassno.de/3Y0y1De

- Liquidity is surging as markets deepen and institutions take a stronger position.
- On-chain activity rise shows the growing utility of blockchain in real-world applications.
- The continued engagement with spot ETFs shows institutional investors remain committed to these assets.

Get the full analysis in the report.
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Glassnode

15 Oct, 15:31

The Week On-Chain 42, 2024
A notable divergence between supply and demand is emerging, with the market being range-bound for over seven months. With low volumes across on-chain and futures markets and a HODLer-dominated environment, the scene is set for heightened volatility in the near future.

Executive Summary
- The demand side of the market has declined notably since the March ATH, with investor attention thinning as the market chops sideways within this price range.
- On the supply side, available coins are also constricting, with several measures of ‘active supply’ compressing to relatively low levels.
- Historically, tightness in the Bitcoin supply side has been a precursor for a regime of heightened volatility.
- It often describes an equilibrium being reached between the wealth held by new demand and existing HODLers, which tends not to last for very long.

Read more in The Week On-Chain newsletter.
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Glassnode

09 Oct, 14:01

TRON metrics are now live on Glassnode! Track TRON’s network fundamentals, fund flows, and investor sentiment with your favourite Glassnode metrics, including:

- Total & New Addresses
- Realized Price & Realized Cap
- MVRV & HODL Waves
- TRX Supply Distribution by Wallet Size

Explore these and other metrics today and use the data to gain a better understanding of TRON on-chain activity and performance.

Start with this Dashboard to get an overview: https://glassno.de/3ZZdRMD
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Glassnode

09 Oct, 08:28

The Week On-Chain 41, 2024
Following a 10% price correction, the Bitcoin market has rebounded back to the $63k level, in an attempt to reclaim the critical Short-Term Holder cost-basis.

Executive Summary
- Bull Market Drawdowns remain relatively shallow but in line with historical bull market uptrends. This highlights both the similarities and the relative resiliency of the current cycle.
- Both Short-Term Holder positioning and their spending behaviour have largely improved as the spot price attempts to reclaim the Short-Term Holder cost-basis at $62.5k.
- A significant amount of Futures Open Interest remains in place, which may expose the market to deleveraging and liquidation cascades if significant volatility breaks out.

Read more in The Week On-Chain newsletter.
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Glassnode

08 Oct, 14:18

We are excited to share that Glassnode’s Chief Commercial Officer, Daniel Blackmore, will be speaking at The Digital Asset Conference, hosted by Fasanara Digital in London, between the 7th - 8th of November.

This event will bring together traditional financial institutions and companies at the forefront of innovation in the digital asset industry.

Daniel will be moderating the panel discussion, “Breaking Boundaries: How Asset Tokenization is Reshaping Global Markets,” at 13:40 on 8th November. Joining him on the panel are Max Boonen, Founder and CEO at PV01, and Ricardo Correia, Partner at Bain & Company.

For those attending, feel free to contact us at [email protected].

We look forward to connecting with you!
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Glassnode

02 Oct, 15:50

The Week On-Chain 40, 2024
For the first time since the ATH, Bitcoin has established a new technical higher high, as price bounced into the $66k region. Alongside this, there is a multitude of critical on-chain metrics that have also set higher highs, making this an interesting moment in time.

Executive Summary
- Bitcoin’s cyclical price performance shows a striking similarity across the last three cycles, with the index at nearly the same position.
- Long-term Holders holding BTC in loss have risen, as coins bought near the $73k ATH pass the 155-day mark.
- However, the unrealized loss for these investors is minimal, indicating little financial pressure on portfolios.
- Short-Term Holder profitability has improved in the recent rally, bringing relief to recent buyers.
- US ETF investors’ conviction remains strong, with only minor sell-side pressure despite being below their average inflow cost.

Read more in The Week On-Chain newsletter.
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Glassnode

26 Sep, 14:36

The Week On-Chain 39, 2024
In the wake of the Federal Reserve's 0.5% interest rate cut, Bitcoin has reclaimed the Short-Term Holder cost basis of ~$61.9k. This rally could achieve technical significance if the price also holds above the 200-day moving average at $63.9k.

Executive Summary
- Bitcoin has reclaimed the Short-Term Holder cost basis ($61.9k) and 200DMA ($63.9k) following a 0.50% interest rate cut by the Federal Reserve.
- Short-term holders are under marginally less pressure as prices rise above their cost basis, after a period of net capital outflows.
- New investors show a degree of resilience, seen in realized losses being of a relatively small magnitude, suggesting confidence in the overall uptrend.
- The perpetual futures market displays a cautious recovery in sentiment, with gradually increasing demand but still below levels seen during strong bull markets.

Read more in The Week On-Chain newsletter.
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Glassnode

25 Sep, 17:12

We’re excited to announce that Glassnode will be speaking at Digital Asset Week in London next week, between the 2nd and 3rd of October. Our Chief Commercial Officer, Daniel Blackmore, will be participating in a fireside chat on the transformative power of on-chain analytics at 14:15 on the 3rd of October.

He will be interviewed by Alon Goren, co-founder at Draper Goren Blockchain. The event focuses on the institutional adoption of digital assets, bridging the gap between Traditional Finance and Digital Assets.

Please contact us at [email protected] if you would like to meet Dan. We look forward to seeing you there!
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Glassnode

23 Sep, 18:16

Ethereum’s recent price surge, driven largely by speculative tokens, can seem chaotic. Glassnode’s new ERC-20 metrics - recently expanded by over 500 new assets - can help you make sense of this volatile market. Understand recent trends in this market with metrics giving you insights into profit and loss realization, speculator and long-term investor cost basis, or wealth distribution.

For three more weeks, get free access to all these metrics and assets, no matter your subscription plan. Use this time to get a clearer view of the market and hedge your bets more effectively. Start your analysis here: https://glassno.de/3BhgOOs
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Glassnode

18 Sep, 13:09

The Week On-Chain 38, 2024
The Bitcoin market is currently experiencing a period of stagnation, with both demand and supply sides showing signs of inactivity. The market is characterized by minimal capital inflows and outflows, as the stagnant Realized Cap indicates.

Executive Summary
- Market demand-side remains lacklustre for digital assets, with the magnitude of both capital inflows and outflows remaining small in scale.
- HODLing remains the primary investor dynamic, with all measures of actively tradable supply declining and large volumes of coins maturing into Long-Term Holder status.
- Price action has been remarkably stagnant over the past six months, driving all variants of the Sell-Side Risk Ratio to low levels, suggesting an expectation for higher volatility ahead.

Read more in The Week On-Chain newsletter.
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Glassnode

17 Sep, 14:04

We're thrilled to announce the expansion of our analytics platform, which now supports over 500 new ERC-20 tokens! With this update, you can apply the same in-depth metrics from your Bitcoin analysis to a wide range of assets within the Ethereum ecosystem, helping you to formulate a comprehensive view of the market.

Our platform now features expanded coverage of key sectors in the ERC-20 landscape, including DeFi, AI-driven tokens, gaming, and staking. Seamlessly track asset fundamentals, capital flows, and sentiment across these sectors, all in one unified place.

Dive deeper into our ERC-20 token coverage in our latest article: https://glassno.de/4d9t28M
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Glassnode

10 Sep, 15:25

The Week On-Chain 37, 2024
The competitiveness of the Mining landscape and their conviction in the Bitcoin Network continues to rise, with the Hash Rate blasting towards new ATHs. However, investors remain unconvinced in the short term, with exchange-related on-chain volumes beginning to languish.

Executive Summary
- Hash Rate remains just shy of ATHs, as continued investment by Miners demonstrates immense conviction in the Bitcoin Network despite depressed revenues.
- Investor interactions with exchanges are in decline, with contracting volumes across the board, suggesting there is a diminished appetite for investors and trade.
- Both the Bitcoin and Ethereum ETFs are exhibiting outflows, however, investor interest in the Bitcoin ETFs remain significantly larger in scale and magnitude.

Read more in The Week On-Chain Newsletter
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