Glassnode
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Institutional Data and Market Intelligence for Digital Assets. https://studio.glassnode.com/
Show moreπ Analytical overview of Telegram channel Glassnode
Channel Glassnode (@glassnode) in the English language segment is an active participant. Currently, the community unites 44 343 subscribers, ranking 2 591 in the Cryptocurrencies category and 687 in the Malaysia region.
π Audience metrics and dynamics
Since its creation on Π½Π΅Π²ΡΠ΄ΠΎΠΌΠΎ, the project has demonstrated rapid growth, gathering an audience of 44 343 subscribers.
According to the latest data from 03 September, 2026, the channel demonstrates stable activity. Although there has been a change in the number of participants by 470 over the last 30 days and by -7 over the last 24 hours, overall reach remains high.
- Verification status: Not verified
- Engagement rate (ER): The average audience engagement rate is 10.09%. Within the first 24 hours after publication, content typically collects 6.23% reactions from the total number of subscribers.
- Post reach: On average, each post receives 4 473 views. Within the first day, a publication typically gains 2 764 views.
- Reactions and interaction: The audience actively supports content: the average number of reactions per post is 24.
- Thematic interests: Content is focused on key topics such as inflow, investor, eth, basis, cycle.
π Description and content policy
The author describes the resource as a platform for expressing subjective opinions:
βInstitutional Data and Market Intelligence for Digital Assets.
https://studio.glassnode.com/β
Thanks to the high frequency of updates (latest data received on 04 September, 2026), the channel maintains relevance and a high level of publication reach. Analytics show that the audience actively interacts with content, making it an important point of influence in the Cryptocurrencies category.
44 343
Subscribers
-724 hours
-687 days
+47030 days
Posts Archive
44 343
#BTC investors are paying up for upside exposure.
25-delta call vol has been outpacing puts at every maturity since the breakout.
Skew is at its lowest of the year across the curve and flipped negative on the front end.
https://twitter.com/n3ocortex/status/2090786305105973305
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The altcoin market has entered a state of optimism.
85% of alts reached funding rates above their mean.
This is the highest print we've seen for this metric since BTC was trading at all time highs.
In an alt season, these conditions can last for many weeks.
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Close to $1B has flowed into Bitcoin ETFs in the last 3 days.
This is the strongest 3-day inflow since $BTC was last trading above $80k.
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The dollar debasement narrative is back after the Treasuryβs latest buyback announcement.
$BTC has led the move, up about 21% since the announcement, while gold also rose and equities barely moved.
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$BTC has erased 3 months of underperformance against the S&P 500 in the last 72 hours.
As we showed several days ago, stretches of relative BTC underperformance are common.
However, when BTC does outperform, the excess gains tend to be significant.
https://twitter.com/glassnode/status/2089664677177700620
44 343
High conviction buyers have been accumulating $BTC since January.
We saw similar behavior in 2022.
This cycle, the share of supply that was bought by this cohort is even larger than last cycle.
https://twitter.com/glassnode/status/2089739670242660761
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Our liquidation heatmaps showed a massive short liquidation build-up before $BTC's move up yesterday.
For anyone using our hyperliquid heatmaps, the asymmetrical weakness was obvious up to 10 days before the actual move.
https://twitter.com/glassnode/status/2090110942789210113
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@blocks and @Tesla are the top 2 major companies still in profit on their Bitcoin treasuries.
Nearly every other company on the list is now below or at its cost basis.
Also worth a mention is Bitcoin Group SE, a close third.
https://twitter.com/glassnode/status/2090035547364528559
44 343
The last daily $BTC close this large was in February, and that was just the rebound from the -14% day before it.
This one had no crash to bounce off. Against its own 30d volatility it was a 5.8 sigma move β the largest to the upside since October 2023.
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hyperliquid:native and $ETH are leading the major crypto assets during todayβs rally.
Despite many coins showing double digit gains, these two assets are outpacing all other majors today.
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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
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$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.
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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%
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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 $60k in January.
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$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:
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$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
44 343
+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
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+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 weekβs Market Pulseπ
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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.
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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
