Glassnode
前往频道在 Telegram
Institutional Data and Market Intelligence for Digital Assets. https://studio.glassnode.com/
显示更多📈 Telegram 频道 Glassnode 的分析概览
频道 Glassnode (@glassnode) 英语 语言赛道中的 是活跃参与者。目前社区聚集了 43 948 名订阅者，在 加密货币 类别中位列第 2 743，并在 马来西亚 地区排名第 697 位。
📊 受众指标与增长动态
自 невідомо 创建以来，项目保持高速增长，吸引了 43 948 名订阅者。
根据 30 七月, 2026 的最新数据，频道保持稳定运转。过去 30 天订阅人数变化为 -355，过去 24 小时变化为 10，整体触达仍然可观。
- 认证状态： 未认证
- 互动率 (ER)： 平均受众互动率为 10.44%。内容发布后 24 小时内通常能获得 5.84% 的反应，占订阅者总量。
- 帖子覆盖： 每篇帖子平均可获得 4 586 次浏览，首日通常累积 2 567 次浏览。
- 互动与反馈： 受众积极参与，单帖平均反应数为 18。
- 主题关注点： 内容集中在 inflow, investor, eth, basis, cycle 等核心主题上。
📝 描述与内容策略
作者将该频道定位为表达主观观点的平台：
“Institutional Data and Market Intelligence for Digital Assets.
https://studio.glassnode.com/”
凭借高频更新（最新数据采集于 31 七月, 2026），频道始终保持新鲜度与高覆盖。分析显示受众积极互动，使其成为 加密货币 类别中的关键影响点。
43 948
订阅者
+1024 小时
-667 天
-35530 天
数据加载中...
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| 日期 | 订阅者增长 | 提及 | 频道 | |
| 31 七月 | +13 | |||
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| 01 七月 | +3 |
频道帖子
$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 remains subdued, signalling continued market complacency.
Short-dated ATM volatility has fallen sharply, with 1-week IV near 34% versus ~42% at six months. The steepening term structure signals muted near-term risk, but persistent uncertainty further out.
https://glassno.de/4pLcTOQ
Call OI has rebounded to ~$23B while put OI sits near ~$11B, pulling the put/call ratio towards 0.5. Positioning remains call-heavy, signalling stronger upside participation than demand for protection.
https://glassno.de/4fxt3bd
Bitcoin options open interest has rebuilt to ~$34B from June’s ~$25B low as BTC recovered towards $65K. Positioning is returning, but remains below 2025 peaks, signalling renewed engagement without excessive leverage.
https://glassno.de/4pQvcCt
Wrap-up:
Positioning has rebuilt, but volatility markets remain notably relaxed despite renewed price weakness. Call-side OI dominates, while low DVOL suggests traders are still pricing limited near-term movement.
| 2 |  +3没有文字... | 1 296 |
| 3 |  This bear market is 49% deep. Every prior one bottomed far below that.
By depth, it is the mildest on record so far. By the clock it isn't finished: prior bear markets ran about 1/3 longer before reaching the lows
See more in our report "Paid to Wait": | 2 502 |
| 4 |  +3The market has gone very quiet: spot volumes, exchange flows, and vols are sitting at the extremes.
Meanwhile treasuries have out-yielded the crypto carry trade for only the second time on record.
Read the full Week on Chain Report "Paid to Wait" here | 3 775 |
| 5 |  +3$BTC rebounded from $64K to $65.1K but remains range-bound. Softer leverage, ETF outflows and muted on-chain activity signal cautious consolidation despite resilient holders.
Read this week’s Market Pulse👇 | 4 625 |
| 6 |  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 early accumulation signals are forming.
Download the report👉 | 5 207 |
| 7 | +3 $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, volatility, and sentiment beneath the surface.👇
The $BTC options OI put/call ratio has fallen sharply to ~0.52, down from ~0.76 in late June. Call open interest is gaining share relative to puts, signalling an unwind in defensive positioning as price stabilises near $67K.
https://glassno.de/4wDxt6J
$BTC ATM implied volatility remains compressed across the curve, with 1W at 34.3% versus 6M at 40.8%. The upward-sloping term structure shows near-term event risk is being discounted, while longer-dated uncertainty retains a modest premium.
25-delta skew has fallen sharply at the front end, with 1W dropping near 4%, while 3M–6M remain around 11–12%. Near-term downside hedging is unwinding, but longer-dated options retain a defensive premium.
https://glassno.de/4fCt2Sf | 4 412 |
| 8 |  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 on fund performance & flows, with @CIG_Crypto👇 | 3 530 |
| 9 |  +3Hedges are off, shorts are closed, and ETF flows have flipped positive.
What $BTC needs now is confirmation at the Short-Term Holder Cost Basis at $69k; rejection there puts the lower demand shelf back in play.
Read the full Week On-Chain report👇 | 4 900 |
| 10 |  Solana rotates block production to a new leader every 1.6 seconds.
This epoch, 67% of blocks are being produced in Europe.
Our dashboard helps users identify optimal connection points to minimize latency.
Frankfurt average: 72ms. US East average: 140ms
http://latency.glassnode.com/solana | 4 139 |
| 11 |  +3$BTC is consolidating near $64.5K, supported by strong profitability and stable derivatives. Rising hot capital and sell-side pressure, however, leave the market increasingly sensitive to volatility.
Read this week’s Market Pulse👇 | 5 450 |
| 12 |  🔄 Update:
With the spot price trading at $64.9K, the key on-chain price models are as follows:
🟡 Active Investors Mean: $83.5k
🟢True Market Mean: $76.2K
🔴 STH Cost Basis: $69.5K
---- Spot Price: $64.9K ----
🔵 Realized Price: $52.9K
📊 http://glassno.de/3XDy2xe
Quoting @glassnode:
🔄 Update:
With the spot price trading at $75.7K, the key on-chain price models are as follows:
🟡 Active Investors Mean: $85.0k
🔴 STH Cost Basis: $78.9K
🟢True Market Mean: $78.0K
---- Spot Price: $75.7K ----
🔵 Realized Price: $54.1K
📊 http://glassno.de/3XDy2xe https://twitter.com/glassnode/status/2042602373504274578 | 4 680 |
| 13 | $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 about positioning, volatility, and sentiment beneath the surface.👇
$BTC implied volatility has fallen from 48 to 40 as price recovered. The decline in DVOL shows the options market unwinding part of June’s fear premium, although volatility remains above May lows, signalling that uncertainty has eased, not disappeared.
https://glassno.de/4fkriN4
$BTC is consolidating near $63K, below a dense negative-gamma cluster around $68K–$70K. A move into this zone could trigger more pro-cyclical dealer hedging and amplify volatility.
https://glassno.de/4wRJMvO
$BTC’s options put/call ratio has fallen to a six-month low near 0.59, signalling a decisive shift toward call-heavy positioning. As price stabilises around $64K, traders appear to be reducing downside hedges and rebuilding upside exposure, a constructive shift in sentiment.
https://glassno.de/45aozBe | 5 860 |
| 14 | +3 没有文字... | 4 619 |
| 15 | To size how intensely long-term holders are anchoring the sell side, we can zoom into exchange flows directly.
The Relative LTH/STH Realized P&L to Exchanges breaks down what share of coins flowing into exchanges carry a profit or loss, and which cohort is driving it. Currently, more than 65% of exchange inflows are attributable to long-term holders realizing losses, a reading consistent with prior bear market phases where this cohort dominated the sell side before eventually exhausting.
Until this share begins to compress, the structural sell pressure from cycle-top buyers remains the dominant force in exchange flow.
📉 http://glassno.de/btc-lth-sth-exchange-rpnl
Quoting @cryptovizart:
One of the metrics I watch most closely when trying to gauge a bear market's end is, Realized Loss volume (in USD) by the 1-2 year holders.
This age bracket captures coins last moved roughly 12 to 24 months ago, placing them closest to cycle-peak buyers. As frustration builds with sustained price underperformance, this cohort tends to progressively increase loss realization.
Historically, bear markets have not found durable footing until this specific group exhausts its sell pressure. When the 30D-SMA of their realized loss cools and rolls over, it has often been among the clearest early signals that the heaviest distribution phase is behind the market.
Worth watching closely.
📉 http://glassno.de/btc-realized-loss-1y2y | 4 620 |
| 16 |  +1没有文字... | 3 902 |
| 17 |  Adding to the sell-side pressure from LTH loss realization, short-term holders who bought near the recent lows are now taking profit at volumes last seen close to the peak in May.
Two forces anchoring the rally simultaneously:
1- Cycle-top buyers reducing losses into strength
2- Local-low buyers locking in gains.
Both are selling into the same price recovery.
📉 http://glassno.de/btc-sth-realized-profit
Quoting @CryptoVizArt:
As price rallies toward $66k, LTH realized loss volume is spiking!
Cycle-top buyers are using the relief rally as an exit opportunity, locking in losses at a smaller margin than the sub-60k lows allowed. Selling into strength rather than waiting for recovery is a pattern consistent with exhausted conviction among underwater long-term holders.
📉 http://glassno.de/btc-lth-realized-loss | 4 154 |
| 18 |  +3Green 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 toward the levels that capped it
Read the full Week On-Chain👇 | 4 907 |
| 19 |  Top traders on Hyperliquid are aggressively long $BTC, showing some of the highest sustained long positioning we’ve recorded. This exposure exceeds what was seen during the last run to around $83k, pointing to strong speculative demand at these levels.
📊https://glassno.de/4wGsPnV | 5 346 |
| 20 |  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 $BTC price momentum would likely require attention and market participation to return from other asset classes.
📊https://glassno.de/4pDBa9P | 4 544 |
