Glassnode
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Institutional Data and Market Intelligence for Digital Assets. https://studio.glassnode.com/
نمایش بیشتر📈 تحلیل کانال تلگرام Glassnode
کانال Glassnode (@glassnode) در بخش زبانی انگلیسی بازیگری فعال است. در حال حاضر جامعه شامل 44 416 مشترک است و جایگاه 2 616 را در دسته رمزارزها و رتبه 685 را در منطقه ماليزيا دارد.
📊 شاخصهای مخاطب و پویایی
از زمان ایجاد در невідомо، پروژه رشد سریعی داشته و 44 416 مشترک جذب کرده است.
بر اساس آخرین دادهها در تاریخ 27 اوت, 2026، کانال فعالیت پایداری دارد. در ۳۰ روز گذشته تغییر اعضا برابر 461 و در ۲۴ ساعت گذشته برابر -5 بوده و همچنان دسترسی گستردهای حفظ شده است.
- وضعیت تأیید: تأیید نشده
- نرخ تعامل (ER): میانگین تعامل مخاطب 10.00% است و در ۲۴ ساعت نخست پس از انتشار، محتوا معمولاً 6.37% واکنش نسبت به کل مشترکان کسب میکند.
- دسترسی پستها: هر پست به طور میانگین 4 442 بازدید دریافت میکند. در اولین روز معمولاً 2 827 بازدید جمعآوری میشود.
- واکنشها و تعامل: مخاطبان بهطور فعال حمایت میکنند؛ میانگین واکنش به هر پست 21 است.
- علایق موضوعی: محتوا بر موضوعات کلیدی مانند inflow, investor, eth, basis, cycle تمرکز دارد.
📝 توضیح و سیاست محتوایی
نویسنده این فضا را محل بیان دیدگاههای شخصی توصیف میکند:
“Institutional Data and Market Intelligence for Digital Assets.
https://studio.glassnode.com/”
به لطف بهروزرسانیهای پرتکرار (آخرین داده در تاریخ 28 اوت, 2026)، کانال همواره بهروز و دارای دسترسی بالاست. تحلیلها نشان میدهد مخاطبان بهطور فعال با محتوا تعامل دارند و آن را به نقطه اثرگذاری مهم در دسته رمزارزها تبدیل کردهاند.
44 416
مشترکین
-524 ساعت
+727 روز
+46130 روز
آرشیو پست ها
44 416
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.
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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
44 416
$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.
44 416
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.
44 416
$BTC has held Defensive for two weeks, 30/100 on the Glassnode Market Compass.
Macro did the lifting, +24 on the month. Valuation stays at the cycle's discounted end, 16/100.
Cheap and improving. The missing leg is flows, light at 30.
Read it daily:
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$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
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+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
44 416
+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👇
44 416
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.
44 416
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
44 416
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
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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
44 416
$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.
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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
44 416
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
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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.
44 416
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
44 416
+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👇
