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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Only 9 of the top 50 altcoins have beaten $BTC since its all-time high.
ZEC leads by a wide margin, up 14x against Bitcoin.
HYPE, XMR and NEAR follow at 2–3x.
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Holders are realizing profits on $BTC.
However, the amounts remain relatively low, with $5.1B in net profit realized over the last 7 days.
They look closer to late 2023 levels than to what we saw at major tops.
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Short-term $BTC holders are back above the sell line.
Nevertheless, profit taking has stayed light.
More on this topic, as well as the levels to watch in this week's Week On-chain. 👇
https://twitter.com/glassnode/status/2102766576730812638
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Bitcoin is back above the levels that held it down all year.
Our new Week On-chain report maps where it could go next.
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The four-year cycle playbook many relied on has not worked for this $BTC bear.
At this point, the last three were more than twice as deep and weeks from their lows.
This one is 30% below its high and rising.
A late drop to their depth looks less likely by the week.
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Your AI agent can now buy Glassnode data.
x402 pays from your @coinbase balance via Coinbase for Agents, or your USDC wallet.
Try : "Use Glassnode data to tell me if the Bitcoin market is overheated"
https://glassno.de/451fVoR
Watch on X
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Most altcoin holders are still sitting on losses.
The median coin has less than a quarter of its supply in profit.
Global market tops tend to occur once a majority of supply across the entire market is deep in profit.
That point is still a long way off.
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$BTC has flashed the momentum signal that started the last two bull markets.
MVRV has crossed back above its 365-day average.
This is the same cross that we saw in 2019 and 2023 at the beginning of each bull market.
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$BTC has reclaimed every one of its long-term moving averages.
After around 300 days underneath them, this dynamic has now flipped.
Holding above them is what maintains a long-term uptrend.
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The altcoin cycle signal has just flipped from bitcoin to altcoin season.
The first rally in August saw altcoins stay relatively flat while BTC moved.
However, today's rally has ignited the full breadth of the altcoin market.
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$BTC remains in a bullish regime, according to various cost basis models and time frames.
Price is trading above both the True Market Mean and the short-term holder cost basis.
Holding above these levels is what historically defines a sustained uptrend.
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As $BTC has touched $86k, long leverage is slowly rebuilding in the options market.
Open Interest put/call ratios are moving up.
However, this still remains far from the frothy levels we saw near the BTC top.
Perp speculation also remains muted with funding below neutral.
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+3
Bitcoin touches $86k, up more than 10% from last Sunday's close.
Spot and perpetual buyers lead while leverage and profit-taking slowly rise with price.
ETF flows are the one reading still pointing the other way.
https://glassno.de/4hgcRdV
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As expected, $BTC accelerated through the wall of short liquidations.
Shorts accumulated between $82k and $86k for months, however the rejection from this level was shallow.
Now these shorts are the fuel, as these traders are required to buy back BTC.
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The current bid is strong enough that $BTC can be spent in profit without price immediately rolling over.
A sustained entity-adjusted SOPR above 1 is characteristic of a bull market.
A break back below 1 would signal that this demand is fading.
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$BTC is climbing into a thickening liquidation shelf.
The dense cluster sits around $83k–$86k.
If reached, price could move quickly through this zone as shorts are forced to cover.
These shorts have been building for several weeks.
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Altcoin leverage is still sitting below its risk threshold.
When the share of altcoin open interest comes within a few percent of Bitcoin's, the market is usually overheated.
That condition is not currently met, indicating a potential for alts to run further.
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$BTC has reclaimed the True Market Mean.
That puts price back above a crucial level and back into a bullish regime.
Next major overhead is the corporate treasury cost basis around $80k and finally the ETF cost basis at $85k.
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ICYMI: Listed companies added just 5.9K $BTC over three months, versus 89K in July 2025 alone.
With spot just below their $80.5K average cost basis, corporate buyers face modest unrealized losses while providing little fresh demand.
This week's analysis:
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In our joint report with @Bybit_Official, we analyze how the crypto derivatives landscape has changed shape.
Read the full report👉
