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 43 735 مشترک است و جایگاه 2 809 را در دسته رمزارزها و رتبه 693 را در منطقه ماليزيا دارد.
📊 شاخص‌های مخاطب و پویایی
از زمان ایجاد در невідомо، پروژه رشد سریعی داشته و 43 735 مشترک جذب کرده است.
بر اساس آخرین داده‌ها در تاریخ 26 اکتبر, 2026، کانال فعالیت پایداری دارد. در ۳۰ روز گذشته تغییر اعضا برابر -405 و در ۲۴ ساعت گذشته برابر -16 بوده و همچنان دسترسی گسترده‌ای حفظ شده است.
- وضعیت تأیید: تأیید نشده
- نرخ تعامل (ER): میانگین تعامل مخاطب 12.19% است و در ۲۴ ساعت نخست پس از انتشار، محتوا معمولاً 6.58% واکنش نسبت به کل مشترکان کسب می‌کند.
- دسترسی پست‌ها: هر پست به طور میانگین 5 331 بازدید دریافت می‌کند. در اولین روز معمولاً 2 878 بازدید جمع‌آوری می‌شود.
- واکنش‌ها و تعامل: مخاطبان به‌طور فعال حمایت می‌کنند؛ میانگین واکنش به هر پست 28 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 27 اکتبر, 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.
43 735
مشترکین
-1624 ساعت
-947 روز
-40530 روز
آرشیو پست ها
43 733
Assessing Risk in a Bitcoin Bull
On-chain data provides both investors and analysts with a plethora of new tools to diagnose and assess the state of the chain from a multitude of viewpoints. In this article, we produce a new framework for assessing the degree of market risk across various data categories.
Executive Summary
-In this article, we introduce a new Risk Assessment framework which utilizes a suite of core on-chain instruments covering both Short-Term and Long-Term risk cycles.
- Equipped with this new framework, we aim to provide investors and analysts alike with a robust model for assessing drawdown risk from a data-driven standpoint.
- In conclusion, we compile all metrics considered into a heatmap to assess the confluence of risk across a variety of data categories.
Discover more in our latest research article.
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Assessing Risk in a Bitcoin Bull
On-chain data provides both investors and analysts with a plethora of new tools to diagnose and assess the state of the chain from a multitude of viewpoints. In this article, we produce a new framework for assessing the degree of market risk across various data categories.
Executive Summary:
In this article, we introduce a new Risk Assessment framework which utilizes a suite of core on-chain instruments covering both Short-Term and Long-Term risk cycles.
Equipped with this new framework, we aim to provide investors and analysts alike with a robust model for assessing drawdown risk from a data-driven standpoint.
In conclusion, we compile all metrics considered into a heatmap to assess the confluence of risk across a variety of data categories.
43 733
The Week On-Chain 06, 2024
On-chain data provides analysts and investors with a remarkable degree of transparency into the performance, adoption, and investor positioning within digital assets. In this piece, we highlighted several approaches and frameworks for assessing market momentum across various data categories.
Executive Summary:
- Tools available to monitor positive and negative market momentum.
- Indicators of inflection points and shifts in direction.
- Confluence across several on-chain categories for robustness.
Read more in The Week On-Chain newsletter and watch our latest video analysis report.
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Bitcoin Transfer Volumes remain extremely robust with around $7.7B/day in economic volume processed.
However, an elevated presence of large size entities can be observed, with the average Volume per Entity soaring to value of $25.8k/transaction.
Discover more in the latest Week On-Chain below 👇
https://glassno.de/3SjCBtJ
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In this week's Glassnode Clips, we analyse the GBTC Balance:
- GBTC's market impact is notable, with its transition from a closed-end fund to an ETF enabling share redemptions and significantly influencing Bitcoin's market dynamics, especially during the shift to a discount phase.
- The conversion of GBTC to an ETF led to significant Bitcoin outflows, including around 161,000 Bitcoin, largely due to redemptions and ETF fees.
- The ongoing market dynamics from GBTC's transition are still unfolding, with substantial outflows suggesting a shift of coins to other ETFs and a relatively modest market correction observed so far.
Discover more in the latest Glassnode Clips below 👇
https://www.youtube.com/watch?v=KS-1FvqLH0Y&t=2s
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Are Bitcoin sellers taking profits? Are long-term holders starting to sell? We've created an interactive guide covering 3 essential on-chain metrics that will help you uncover the market sentiment.
1. SOPR: Detect market consolidation or reversal points, understanding when sellers are taking profits. Interactive view: https://glassno.de/3UqImZ3
2. MVRV: Identify market conditions as overbought or oversold, steering clear of false signals. Engage with the metric here: https://glassno.de/3HG1UBg
3. HODL Waves: Anticipate price movements by analyzing Bitcoin holding patterns for shifts in supply and investor confidence. Learn more about HODL Waves: https://glassno.de/491RmIO
Read the full guide here:https://glassno.de/3SIvSuC
For traders and investors aiming to leverage these insights, we offer API access to SOPR, MVRV, and HODL Waves metrics.
Start with our free trial to elevate your trading strategy. Explore the guide and secure your API access here: https://glassno.de/491FpCW
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The Bitcoin Realized Cap remains just -5.4% shy of its previous ATH of $467B, and is currently experiencing strong capital inflows.
That said, the duration for this recovery to accelerate has been markedly slower than prior cycles, arguably due to the significant supply overhang from challenging trades like the GBTC arbitrage.
🥇 2012-13 Cycle 0.22% daily
🥉 2015-16 Cycle: 0.09% daily
🥈 2019-20 Cycle: 0.17% daily
🐢 2023-24 Cycle: 0.05% daily
Discover more in the latest Week On-Chain below 👇
glassno.de/3SjCBtJ
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+4Exchanges remain the primary venue for trading activity, and deposit and withdrawal volumes have experienced a significant expansion, hitting $6.8B/day.
The current volume rivals peaks set during the 2021 bull market, with only 68 trading days (1.5%) recording a higher value.
Discover more in the latest Week On-Chain below 👇
glassno.de/3SjCBtJ
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The Week On-Chain 05, 2024
The Bitcoin market continues to show resilience, recovering from the initial sell-the-news drawdown following ETF approvals. In particular, the market is working through the significant supply overhead created by investors rebalancing capital out of the GBTC product since its conversion.
Executive Summary
- Bitcoin price performance since the 2022 lows shows striking similarity to prior cycles, albeit recovering somewhat slower, but in a more resilient manner.
- Despite a modest uptick in older coin spending following ETF approvals, the majority of long-term Bitcoin investors remain unwilling to part with their coins at current prices.
- Network activity remains low in terms of entities, but monetary volume transferred on-chain, and specifically to exchanges remains robust, and resembles prior bull market cycles.
Read more in The Week On-Chain newsletter and watch our latest video analysis report.
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Assessing the severity of Bitcoin Bull Market Corrections by cycles, an increased level of resilience can noted across our current cycle.
Currently, the largest drawdown has reached a value of only -20.1%, paling in comparsion to historical precedence.
For further information on Bitcoin Price Performance, please visit our Dashboard: https://glassno.de/40Xt7GQ
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In this week's Glassnode Clips, we focus on Long and Short-Term Holder Supply:
- Market trends and investor behaviors are significantly impacted by changes in the balance between long-term and short-term Bitcoin holders.
- The distribution of long-term versus short-term holders serves as a market sentiment indicator, where an increase in short-term holders often aligns with market peaks, signaling new investor influx and potential volatility.
- The current market state, marked by a modest increase in short-term holder supply, suggests it isn't in a robust bull run, and a declining market could indicate insufficient demand, reflecting weaker market strength.
Discover more in the latest Glassnode Clips below 👇
https://www.youtube.com/watch?v=8zECAQxOv1A&t=2s
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In our latest Chart of the Week, we discover the significance of the Short-Term Holder Supply in Loss metric.
This cyclical indicator aids traders employing momentum strategies in the Bitcoin market. Gain insights into its role in distinguishing between market corrections and potential peaks, offering valuable information for strategic decision-making. https://www.youtube.com/watch?v=Mjcde_26JSA
43 733
In our latest Chart of the Week, we discover the significance of the Short-Term Holder Supply in Loss metric. This cyclical indicator aids traders employing momentum strategies in the Bitcoin market. Gain insights into its role in distinguishing between market corrections and potential peaks, offering valuable information for strategic decision-making. https://glassno.de/3ShzVN0
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Last night, David Duong, CFA, Head of Research at Coinbase Institutional, and our Lead Analyst, James Check, hosted an in-depth webinar which highlighted some key insights from our Q1 Guide to Crypto Markets.
A big thank you to the many institutional investors who attended the live webinar and asked amazing questions. If you missed it, you can access the recording here: https://get.glassnode.com/2024-crypto-guide-coinbase/
If you're an institutional investor who would like to join future webinars that help you make sense of the evolving digital asset landscape, comment below.
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The Week On-chain 04 , 2024
The approval of a suite of new Bitcoin ETFs appears to have become a classic sell-the-news event, triggering BTC prices to drop by -19%. This makes for an ideal opportunity to assess how investor profitability has changed over recent weeks.
Executive Summary
- Supply in Profit/Loss as an ideal toolkit to monitor profitability.
- Breakdowns of supply into Long and Short-Term Holder cohorts.
- Identifying divergences using simple statistical bands and levels.
Read more in The Week On-Chain newsletter and watch our latest video analysis report.
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+3With the Bitcoin ETF becoming a classic sell-the-news event, we explore the market's risk appetite for tokens further out on the risk curve.
There are some indicators alluding to Ethereum outperformance, as well as interesting divergences in altcoin price action relative to the majors.
Discover more in the latest Week On-Chain👇
https://glassno.de/3Hszc6P
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The Shrimp Cohort [<1 BTC] continues to aggressively accumulate Bitcoin
at a rate of +23.7K BTC / Month, bringing the total Shrimp supply to a value of 1.38M BTC.
For further information regarding Entity Accumulation and Distribution, visit our Dashboard: https://glassno.de/3g3mt0i
Or read our deep dive report exploring the supply distribution of Bitcoin, breaking down the supply by wallet size, and exploring how coins disperse over time: https://insights.glassnode.com/bitcoin-supply-distribution-revisited/
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In this week's Glassnode Clips, we focus on ETFs:
- GBTC remains a key player in the ETF market, holding about 617,000 BTC. It has recently reduced its fee, shifting from a premium to a 50% discount, which impacts investor decisions.
- The ETFs saw a $7.6 billion trading volume in two days, with GBTC alone contributing $4.16 billion. Investors are weighing the trade-off between GBTC's high liquidity and its fees against other ETFs with lower fees.
- The market now features around 10 different ETF products, each with its own characteristics. This diversity presents a complex scenario for analysts and investors, requiring careful observation of the market's evolution.
Discover more in the latest Glassnode Clips below 👇
https://www.youtube.com/watch?v=Wzwcm_mg7zU&t=1s
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In our first Chart of the Week of 2024, we explore the Value Days Destroyed metric.
The introduction of spot Bitcoin ETFs, which turned out to be a "sell the news" event, prompts us to question if this marks the initial hint of a reversal in the positive trend we've witnessed over the past year. Value Days Destroyed, an indicator focused on Bitcoin's smart money, might just hold the answers. https://www.youtube.com/watch?v=n9T5zD09XTI
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Whilst the fourth halving is pre-determined to occur at block-height 840,000, the exact date is unknown due to the natural variability and probabilistic nature of mining blocks.
Our best estimate given the current average block interval is that the halving is now 100-days away.
Whilst the fourth halving is pre-determined to occur at block-height 840,000, the exact date is unknown due to the natural variability and probabilistic nature of mining blocks.
Our best estimate given the current average block interval is that the halving is now 100-days away.
If you'd like to learn more about how the halving may affect the supply and demand dynamics of Bitcoin and, ultimately, its price action in the coming months, this comprehensive analysis Glassnode produced back in November is your go-to resource: https://insights.glassnode.com/the-week-onchain-week-46-2023/
