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 43 845 名订阅者，在 加密货币 类别中位列第 2 801，并在 马来西亚 地区排名第 695 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 43 845 名订阅者。
根据 19 十月, 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 -365，过去 24 小时变化为 -27，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 12.44%。内容发布后 24 小时内通常能获得 6.91% 的反应，占订阅者总量。
- 帖子覆盖： 每篇帖子平均可获得 5 454 次浏览，首日通常累积 3 030 次浏览。
- 互动与反馈： 受众积极参与，单帖平均反应数为 30。
- 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 20 十月, 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。
43 845
订阅者
-2724 小时
-1867 天
-36530 天
帖子存档
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Large entities are back in profit.
Small wallets stayed in profit the whole time: at the June low, $BTC held well above their $48K cost basis while sharks and whales slipped underwater.
In the 2022 bear market, price fell below every group's cost basis.
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+3
$BTC trades near $86k after a Sunday rally lifted the weekly close about 2% higher.
Derivatives positioning eased back into its normal range and ETF inflows cooled, while on-chain activity, new capital and profit-taking all run hot.
https://glassno.de/4zctuPd
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Whales have stopped sending $BTC to exchanges.
Their summer run of net deposits lasted over three months, twice as long as any other since 2023.
It ended in late August, and the flow has stayed negative since.
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$BTC's largest overhead liquidation cluster sits near $90k.
If price touches this level, leveraged shorts will be forced to closes their positions.
Zoom into the last two months and smaller clusters can be seen around $83k and $75k.
Either side could speed up the next move.
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$BTC long-term holders stayed in profit this entire cycle.
No bear market since at least 2015 has done that.
In each prior bear, LTH-MVRV fell below 1 at the cycle low, putting the cohort underwater.
This time it bottomed above 1 and is now climbing again.
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The market repriced the odds of an October Fed hike from 66% to 22% this week.
Here is our commentary on the repricing as it happened and what Bitcoin did.
https://glassno.de/pricing-out-the-hike
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$BTC investors that bought the top are currently selling.
Two cohorts sit underwater: buyers from 1–2 years ago at $97k, and from 6–12 months ago at $89k.
Those who bought the 2025 rally are selling the most coins per day this year.
Those who bought the decline are not.
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Sellers stepped aside and $BTC ran higher.
The asks at $85k were partly filled and the rest pulled, which left little resistance above.
Price has now reached the next cluster of sell orders around $87k.
It is about half the size of the old wall.
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The sell wall over $BTC has gone.
Buyers took out the $85k wall yesterday, after almost a week of failed tests.
The rest of the sell orders seem to have been removed.
With reduced ask liquidity above, this should allow price to move up faster.
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Bitcoin's relative strength is back.
In June, $BTC beat the S&P 500 on just 1/5th of trading days, the weakest stretch in six years.
Its win rate is now back above 50% with stocks flat.
This points to an idiosyncratic bid for Bitcoin itself.
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Bitcoin is holding up, but it has hit a wall of sellers at $85K.
Our new Week On-chain maps what it would take to break through.
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There are several ways to earn yield on Bitcoin.
In our latest report with @xapobankapp, we examine the Bitcoin yield landscape in detail.
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$BTC is rallying on less leverage.
Price is up 35% from the August low, while coin-denominated open interest is down almost 20%.
That puts open interest at its lowest since March, potentially making the rally less susceptible to leverage flushes.
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$BTC has stalled under its heaviest supply cluster.
More long-term holder coins sit at $84k–$85k than at any other price on the chart.
Price needs to break through and hold above this level for the rally to continue.
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+3
Bitcoin trades near $84k after a week that closed about 4% higher.
ETF inflows carried the gain while perpetual traders and profit-takers sold into it, and Monday's dip takes price back to the lower end of its range.
https://glassno.de/4ACHe7s
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Spot traders are turning to altcoins.
Total spot volume now runs close to 4x Bitcoin's, the highest since September 2025.
Demand for higher risk like this has often lined up with local tops in $BTC.
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AI agents can now use Glassnode data via x402.
On-chain, derivatives, ETF metrics and more, paid per call from your @coinbase USDC balance.
Set up your agent now: https://glassno.de/451fVoR
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This is the first $BTC bear market that never closed below the Realized Price.
This means that the average BTC holder stayed in profit this entire time.
More on the next levels, sell pressure and ETF flows in this week's Week On-chain 👇
https://twitter.com/glassnode/status/2102766576730812638
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+3Strategy Watch is our monthly read on fund performance, capital flows, and allocator positioning across digital assets, produced with @CIG_Crypto
Edition #8 is live now👇
