Glassnode
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Institutional Data and Market Intelligence for Digital Assets. https://studio.glassnode.com/
Показати більше📈 Аналітичний огляд Telegram-каналу Glassnode
Канал Glassnode (@glassnode) у мовному сегменті Англійська є активним учасником. На даний момент спільнота об'єднує 44 362 підписників, посідаючи 2 610 місце в категорії Криптовалюти та 686 місце у регіоні Малайзія.
📊 Показники аудиторії та динаміка
З моменту свого створення невідомо, проект продемонстрував стрімке зростання, зібравши аудиторію у 44 362 підписників.
За останніми даними від 01 вересня, 2026, канал демонструє стабільну активність. Хоча за останні 30 днів спостерігається зміна кількості учасників на 474, а за останні 24 години на -1, загальне охоплення залишається високим.
- Статус верифікації: Не верифікований
- Рівень залученості (ER): Середній показник залученості аудиторії становить 10.27%. Протягом перших 24 годин після публікації контент зазвичай збирає 6.16% реакцій від загальної кількості підписників.
- Охоплення публікацій: В середньому кожен допис отримує 4 558 переглядів. Протягом першої доби публікація в середньому набирає 2 736 переглядів.
- Реакції та взаємодія: Аудиторія активно підтримує контент: середня кількість реакцій на один пост – 25.
- Тематичні інтереси: Контент зосереджений навколо ключових тем, таких як inflow, investor, eth, basis, cycle.
📝 Опис та контентна політика
Автор описує ресурс як майданчик для висловлення суб'єктивної думки:
“Institutional Data and Market Intelligence for Digital Assets.
https://studio.glassnode.com/”
Завдяки високій частоті оновлень (останні дані отримано 02 вересня, 2026), канал підтримує актуальність та високий рівень охоплення публікацій. Аналітика показує, що аудиторія активно взаємодіє з контентом, що робить його важливою точкою впливу в категорії Криптовалюти.
44 362
Підписники
-124 години
+197 днів
+47430 днів
Архів дописів
44 362
$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
44 362
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
44 362
@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
44 362
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 – the largest to the upside since October 2023.
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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
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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.
44 362
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%
44 362
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
44 362
+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
44 362
+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👇
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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
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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
44 362
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
44 362
$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.
