Glassnode
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Institutional Data and Market Intelligence for Digital Assets. https://studio.glassnode.com/
إظهار المزيد📈 نظرة تحليلية على قناة تيليجرام Glassnode
تُعد قناة Glassnode (@glassnode) في القطاع اللغوي الإنكليزية لاعباً نشطاً. يضم المجتمع حالياً 44 397 مشتركاً، محتلاً المرتبة 2 606 في فئة العملات المشفرة والمرتبة 686 في منطقة ماليزيا.
📊 مؤشرات الجمهور والحراك
منذ تأسيسه في невідомо، حقق المشروع نمواً سريعاً وجمع 44 397 مشتركاً.
بحسب آخر البيانات بتاريخ 30 أغسطس, 2026، تحافظ القناة على نشاط مستقر. خلال آخر 30 يوماً تغيّر عدد الأعضاء بمقدار 449، وفي آخر 24 ساعة بمقدار -2، مع بقاء الوصول العام مرتفعاً.
- حالة التحقق: غير موثّقة
- معدل التفاعل (ER): يبلغ متوسط تفاعل الجمهور 10.31%. وخلال أول 24 ساعة من النشر يحصد المحتوى عادةً 6.18% من ردود الفعل نسبةً إلى إجمالي المشتركين.
- وصول المنشورات: يحصل كل منشور على متوسط 4 577 مشاهدة. وخلال اليوم الأول يجمع عادةً 2 743 مشاهدة.
- التفاعلات والاستجابة: يتفاعل الجمهور بانتظام؛ متوسط التفاعلات لكل منشور يبلغ 24.
- الاهتمامات الموضوعية: يركز المحتوى على مواضيع رئيسية مثل inflow, investor, eth, basis, cycle.
📝 الوصف وسياسة المحتوى
يصف المؤلف القناة بأنها مساحة للتعبير عن الآراء الذاتية:
“Institutional Data and Market Intelligence for Digital Assets.
https://studio.glassnode.com/”
بفضل وتيرة التحديث المرتفعة (أحدث البيانات بتاريخ 31 أغسطس, 2026) تحافظ القناة على حداثتها ومستوى وصول مرتفع. وتُظهر التحليلات تفاعلاً نشطاً من الجمهور، ما يجعلها نقطة تأثير مهمة ضمن فئة العملات المشفرة.
44 397
المشتركون
-224 ساعات
+707 أيام
+44930 أيام
أرشيف المشاركات
44 395
hyperliquid:native and $ETH are leading the major crypto assets during today’s rally.
Despite many coins showing double digit gains, these two assets are outpacing all other majors today.
44 395
Elevated yields keep BTC anchored near cycle lows while gold and oil rally. Price sits below two key cost bases in a shallow capitulation. Perpetual demand improves but US spot lags and volatility compresses. The bottoming process is underway.
https://x.com/i/article/2090109283220299776
44 395
$500m worth of shorts were just liquidated within minutes.
As BTC spiked to over $69k, open interest dropped due to positions being force-closed.
It looks like the market was predominantly short for this move up.
44 395
Most public $BTC treasuries are underwater.
Price is below their aggregate cost basis, and the share of companies sitting at a loss has climbed back toward around 80%
44 395
Strong hands are buying $BTC.
Bottoms are formed when profit taking slows and conviction buyers step in. This setup looks similar to what we saw during 2022.
The largest increase in BTC held by conviction buyers occurred when BTC dropped to $60k in January.
44 395
$BTC has held Defensive for two weeks, 30/100 on the Glassnode Market Compass.
Macro did the lifting, +24 on the month. Valuation stays at the cycle's discounted end, 16/100.
Cheap and improving. The missing leg is flows, light at 30.
Read it daily:
44 395
$BTC is underperforming the S&P 500 on 2 out of 3 trading days.
However, when BTC does outperform, the excess returns (green) are significantly larger.
Also noteworthy is that these excess returns have been slowly degrading over the years.
https://twitter.com/glassnode/status/2089442880255607037
44 395
+1
$BTC outperformed the stock market today.
This has become a less common occurrence lately.
1/2
In fact, BTC only outperformed the S&P500 on around one third of trading days over the last 3 months.
This is the longest underperformance streak we've seen over the last 6 years of history. The question now is whether this is the start of a trend or just one of those 3 days.
2/2
44 395
+3
$BTC holds near $63.6k as weak spot liquidity, ETF outflows and loss realization keep conditions subdued. Stabilising capital flows suggest selling pressure may be easing, but conviction remains limited.
Read this week’s Market Pulse👇
44 395
This is one of the cheapest times to buy volatility in years.
However, the data shows recent buyers still did not make money.
$BTC simply delivered less movement than people paid for.
44 395
Consumer Confidence recently hit an all-time low as the stock market continued to make new highs.
This weak sentiment is pushing money out of cash and into equities, AI, and commodities.
$BTC has been significantly neglected by this rotation
44 395
Did whales go long at the top of the local $BTC range?
Whale net long positioning on Hyperliquid peaked right into resistance.
Spot and flow data still show no matching demand.
Read our latest weekly article "Trigger Happy" for analyses like this👇
https://twitter.com/glassnode/status/2087586319983882446
44 395
The support under $BTC has started to disappear.
The heavy wall of buy orders that built below price in June has begun to drain away. What remains is a much thinner floor.
In our weekly updates we've been monitoring this metric closely 👇
https://x.com/glassnode/status/2087586319983882446?s=20
44 395
$BTC options remain subdued, with volatility and skew continuing to compress. But positioning beneath the surface is becoming more concentrated around key strikes, creating a clearer setup across the options complex.
Here’s what the data shows👇
$BTC implied volatility continues to compress, led by the front end. 1-week ATM IV has fallen toward 26%, while 6-month IV remains near 39%, steepening the term structure as traders price in subdued near-term moves but retain longer-dated uncertainty.
https://glassno.de/4qf2mvA
25-delta skew has compressed sharply across tenors, with 1-week skew falling toward ~5%. The decline points to softer demand for downside protection, suggesting options markets are becoming less defensively positioned.
https://glassno.de/4gdga5q
GEX remains concentrated around spot, with negative gamma clustered through the low-$60Ks and positive gamma building closer to ~$70K. This leaves BTC vulnerable to sharper moves lower, while upside may encounter more stabilising dealer hedging.
https://glassno.de/4gh93Zz
Wrap up:
Overall, options markets are less defensive, but not complacent. Falling IV and skew point to reduced near-term fear, while concentrated gamma and strike activity suggest the $60K–$70K range remains the key battleground for the next directional move.
44 395
ICYMI: $BTC futures OI has climbed past a full day of futures volume, just shy of last September's record.
Plenty of positions, thin turnover. On a tape this thin, liquidations meet little resistance in either direction.
https://twitter.com/glassnode/status/2087586319983882446
44 395
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 between converging cost-basis levels on the quietest tape since 2019. http://x.com/i/article/2087578224402591744
44 395
Sellers are getting exhausted, but have not reached levels we saw in past $BTC bear markets.
According to the Seller Exhaustion Constant (30d), the historical bottoming signature has not confirmed yet.
We continue to monitor for selling to stall further.
44 395
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 equity-led tape.
Notably, the NASDAQ is lagging behind other major indices indicating an unfavorable environment for tech-heavy portfolios.
https://glassno.de/4q7edf4
44 395
+3
$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 suggest the recovery remains tentative.
Read this week’s Market Pulse👇
