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 43 948 підписників, посідаючи 2 743 місце в категорії Криптовалюти та 697 місце у регіоні Малайзія.
📊 Показники аудиторії та динаміка
З моменту свого створення невідомо, проект продемонстрував стрімке зростання, зібравши аудиторію у 43 948 підписників.
За останніми даними від 30 липня, 2026, канал демонструє стабільну активність. Хоча за останні 30 днів спостерігається зміна кількості учасників на -355, а за останні 24 години на 10, загальне охоплення залишається високим.
- Статус верифікації: Не верифікований
- Рівень залученості (ER): Середній показник залученості аудиторії становить 10.44%. Протягом перших 24 годин після публікації контент зазвичай збирає 5.84% реакцій від загальної кількості підписників.
- Охоплення публікацій: В середньому кожен допис отримує 4 586 переглядів. Протягом першої доби публікація в середньому набирає 2 567 переглядів.
- Реакції та взаємодія: Аудиторія активно підтримує контент: середня кількість реакцій на один пост – 18.
- 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 31 липня, 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.
43 948
Підписники
+1024 години
-667 днів
-35530 день
Архів дописів
43 948
The 90D-SMA of XRP's Realized Profit to Loss Ratio has fallen to 0.38. For every dollar of loss being realized in the market, only 38 cents of profit is being taken.
At the 2025 peak, this ratio reached 50, meaning profit-takers were overwhelming loss-sellers by a factor of 50x. That dynamic has fully inverted.
A ratio this deep below 1 reflects a market where the majority of participants who are moving coins are doing so at a loss, a hallmark of intense capitulation.
📉
@glassnode (Jun 9, 2026): The 90D-SMA of total fees paid on the XRP network has fallen from 5.9k XRP in Feb 2025 to 0.5k XRP today, a 91.5% decline. A drop of this magnitude is not a fee market adjustment. It reflects a near-total contraction in organic transaction demand on the network since the speculative peak. 📉
43 948
The 90D-SMA of total fees paid on the XRP network has fallen from 5.9k XRP in Feb 2025 to 0.5k XRP today, a 91.5% decline.
A drop of this magnitude is not a fee market adjustment. It reflects a near-total contraction in organic transaction demand on the network since the speculative peak.
📉
@glassnode (Nov 17, 2025): The share of XRP supply in profit has fallen to 58.5%, the lowest since Nov 2024, when price was $0.53. Today, despite trading ~4× higher ($2.15), 41.5% of supply (~26.5B XRP) sits in loss — a clear sign of a top-heavy and structurally fragile market dominated by late buyers. 📉
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The share of ETH supply sitting at more than 3x profit has dropped to 11%, the lowest reading since February 2017.
What makes this cycle structurally different?
In the previous two cycles, this cohort exceeded 50% of total supply at peak. This time, that threshold was never reached. ETH's profitability profile has fundamentally compressed relative to prior cycles.
📉 http://glassno.de/eth-supply-pnl-relative
43 948
+3
$BTC fell from $74K to below $60K in a swift sell-off, triggering heavy liquidation pressure. Buyers stepped in near the lows, helping price recover toward $64K, but the broader trend remains weak.
Read this week's Market Pulse👇
43 948
+3
#BTC fell from $74K to below $60K in a swift sell-off, triggering heavy liquidation pressure. Buyers stepped in near the lows, helping price recover toward $64K, but the broader trend remains weak.
Read this week’s Market Pulse👇
https://glassno.de/4ebiTva
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Access trusted digital asset data directly in your warehouse. Glassnode is now available on Snowflake.
▷ Query the full depth of our data in SQL like any other table in your warehouse. No custom pipeline to build, no schema to maintain, no ingestion lag.
▷ Access on-chain, derivatives, ETF, treasury, and spot market data in one place.
▷ Point-in-Time datasets for backtesting without look-ahead bias. Glassnode is the first provider to offer PiT blockchain data on Snowflake, because backtesting on retroactively revised data isn't backtesting. It's overfitting.
Nine years of proprietary methodologies, integrated seamlessly into the workflows you already run. Available as an add-on to the Professional plan.
🔍 Learn more → glassno.de/49F326D
❄️ Request access → glassno.de/4uMNKFd
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+3
The Rally That Wasn't
#BTC has fallen to $66K, with profitability collapsing, realized losses surging, and spot sellers regaining control. We are below the ETF cost basis, and options continue pricing elevated risk.
Read the full Week On-Chain 👇
https://glassno.de/3QlNpdE
43 948
Prediction markets have a choke point: the API.
Every Polymarket and Kalshi order passes through a centralized endpoint, making network latency a direct input into order placement speed.
Where do you deploy from if you trade both venues? Polymarket pulls you towards London, Kalshi toward Ohio. You can't optimize for both.
Our live Latency Monitor for prediction market exchanges tracks real-time latency from probes deployed around the world → glassno.de/4o7fWAi
43 948
Small caps surged in 2024. Yet raw aggregate market-cap data captured little of the rally.
The reason is structural: when an asset performs well and crosses the $100M threshold, it leaves the small-cap cohort taking its gains with it. The raw series systematically understates small-cap market moves.
As assets appreciate, decline, launch, and disappear, aggregate market analysis beyond price is increasingly difficult.
We just launched Glassnode Global Metrics: a new suite of aggregate metrics and normalized indices for consistent analysis of market-cap cohorts, sectors, and custom asset baskets through time.
Available via API.
Learn more → glassno.de/4uG6dmN
Explore the metrics → glassno.de/3RzjwqN
43 948
At $69.5k, LTH Relative Unrealized Loss sits at 15.5%. For every dollar long-term holders' bags are worth today, they are carrying roughly 15 cents in unrealized loss. At cyclical extremes, that number has exceeded 50 cents on the dollar. Stress is present, but the long-term holder base remains far from the levels of pain that have historically marked cycle lows.
glassno.de/lth-url-loss
43 948
US Spot ETF flows have swung back to persistent net outflows, with the 7-day average now near the weakest levels of the cycle.
The shift in flows has coincided with $BTC retracing from $82K to $69K, highlighting materially softer demand.
📉https://glassno.de/3POhzGl
43 948
+3
#BTC trades at $71.3K under growing pressure. Sellers dominate spot, ETF outflows accelerate to $1.3B, and fresh capital has stalled. Structure has broken and momentum favours the downside near-term.
Read this week’s Market Pulse👇
https://glassno.de/4nXysLe
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Hidden Signals Inside Crypto Option Premiums
Chart of The Week: Options Premiums👇
https://glassno.de/43AiflI
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The Week On-Chain 21, 2026
Stalling at the Threshold
#BTC pushes beyond $80K toward key resistance near $85K, with bulls in control. ETF demand builds and shorts persist, but overhead supply may cap upside without stronger spot follow-through.
Executive Summary
- Bitcoin is consolidating within the $75k–$78k range, with the Short-Term Holder Cost Basis and True Market Mean converging near $78k, creating a top-heavy structure where a sustained hold above the True Market Mean is required to support a pre-bull market transition.
- Spot demand remains directionless despite improving price action, with Spot Volume Delta holding near neutral and BTC recently reclaiming the $110K region, suggesting buying interest is stabilising but conviction remains limited.
- Implied volatility continues to compress across the curve as realized volatility trends lower, reinforcing calmer short term conditions and supportive carry for volatility sellers.
Read the full Week On-Chain
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Funding rates have flipped decisively positive again, with traders increasingly paying a premium to maintain long exposure as $BTC consolidates near the mid-$70Ks.
The move marks a sharp reversal from April’s heavily short-biased positioning.
📈glassno.de/4wLHSNT
43 948
+3#Bitcoin pulled back from $79K to $74K before rebounding toward $77K, with momentum and activity cooling. Despite softer sentiment, easing sell pressure hints at early signs of stabilization.
Read this week’s Market Pulse👇
https://glassno.de/4nQerGs
43 948
Since May 7, US Spot ETFs have recorded net outflows on nearly every trading day, a persistent institutional sell signal now running for more than two weeks.
This steady drip of outflow continues to add to the supply side without a visible demand offset.
📉http://glassno.de/43yFdJX
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Directional strategies posted their strongest month of the year as market-neutral books continued to quietly compound gains.
Across a survey of 400+ managers, every major digital asset sub-strategy delivered positive average returns in April — a level of alignment not seen in recent memory.
Read all the insights in the latest edition of Strategy Watch now live: glassno.de/3RqzSSn
Inside the new edition:
▪️ Every major crypto hedge fund sub-strategy finished positive in April
▪️ A deep dive into DeFi/Yield strategies, featuring a CIO’s perspective on where edge comes from as lending spreads compress and smart contract risk evolves
▪️ How 400+ managers are positioning for Q2, with cash levels climbing despite a more constructive market backdrop
▪️ The latest allocator activity across tokenized funds, BTC treasury strategies, and institutional on-chain yield vehicles.
Produced in collaboration with Crypto Insights Group.
Subscribe at glassno.de/4dzrjvW
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Which coins are currently exposed to quantum risk at rest?
In our latest research, we quantify Bitcoin’s exposed supply and separate exposure into two categories:
• Structural exposure: 1.92M BTC (9.6%) coins exposed by design
• Operational exposure: 4.12M BTC (20.6%) linked to wallet behavior, address reuse, and custody practices.
▷ The larger share is operational, suggesting that part of Bitcoin’s visible exposure may still be reduced through improved wallet and custody management.
▷ Exchange-related balances alone account for 1.63M BTC (8.1% of issued supply).
Read all findings 👉 glassno.de/4v2wdJ1
