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 43 778 підписників, посідаючи 2 784 місце в категорії Криптовалюти та 689 місце у регіоні Малайзія.
📊 Показники аудиторії та динаміка
З моменту свого створення невідомо, проект продемонстрував стрімке зростання, зібравши аудиторію у 43 778 підписників.
За останніми даними від 23 жовтня, 2026, канал демонструє стабільну активність. Хоча за останні 30 днів спостерігається зміна кількості учасників на -389, а за останні 24 години на -37, загальне охоплення залишається високим.
- Статус верифікації: Не верифікований
- Рівень залученості (ER): Середній показник залученості аудиторії становить 12.09%. Протягом перших 24 годин після публікації контент зазвичай збирає 6.77% реакцій від загальної кількості підписників.
- Охоплення публікацій: В середньому кожен допис отримує 5 295 переглядів. Протягом першої доби публікація в середньому набирає 2 963 переглядів.
- Реакції та взаємодія: Аудиторія активно підтримує контент: середня кількість реакцій на один пост – 29.
- 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 24 жовтня, 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.
43 778
Підписники
-3724 години
-2127 днів
-38930 днів
Архів дописів
43 778
The Week On-Chain 13, 2026
No Catalyst, No Range Break
Bitcoin remains rangebound between $60k and $70k as spot demand shows early absorption and derivatives reset. Volatility cools and positioning balances, but without a clear catalyst, the market lacks the conviction needed for a sustained breakout.
Executive Summary
- Total Supply in Loss sits near 8.4M BTC, echoing the Q2 2022 structure, when roughly 3M BTC needed to be redistributed before the market could reclaim its cycle mid-line.
- Coinbase Spot CVD has turned marginally positive, suggesting spot buyers are starting to absorb sell-side pressure, though demand remains well below the levels typically seen at durable lows.
- Perpetual positioning is now far less momentum-driven, with bullish exposure being unwound and short-side interest re-emerging, leaving futures more balanced but also more cautious.
Read the full Week On-Chain
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The 30D-SMA of total daily transaction fees has declined to 2.5 BTC/day, the lowest level since March 2011.
Fee compression of this magnitude reflects a significant reduction in on-chain demand for block space, consistent with subdued network.
📉 glassno.de/3NVcqes
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The 7D-SMA of US Spot ETF Netflow has turned negative since early last week, with 200–500 BTC in net daily outflows.
Small in magnitude, but persistent. A quiet signal that institutional demand conviction remains tentative at current price levels.
📉glassno.de/4bJAHgX
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🔁UPDATE:
The recent rally toward $76k coincided with smaller wallet cohorts shifting toward distribution. 🟥
Broad-based accumulation across wallet sizes remains absent, limiting the sustainability of upward moves.
📉 glassno.de/4uPYF1e
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+3#BTC broke back below $70k before finding support near $65k, with a modest rebound back towards $67k into the weekend. Momentum remains tentative, with lower highs still defining the short-term structure.
Read more in this week’s Market Pulse👇
https://glassno.de/4m8myxm
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BTC sits at the lower bound of the new buyers' cost basis range ($60k–$70k).
Supply accumulation in this range is notable, but the cluster is thinner than historical analogs that preceded a strong recovery.
The accumulation setup is constructive in form, not yet in magnitude.
📉http://glassno.de/4uYOmbq
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📊 Strategy Watch #2 is live
glassno.de/47m1Nbe
Built to address a clear demand for high-signal, impartial analysis of fund-level performance and allocation trends in digital assets, Strategy Watch returns following strong feedback on the inaugural edition.
Inside the new edition:
🔹 All strategy types posted negative returns in February, except for one
🔹 A macro portfolio manager on navigating current geopolitical challenges
🔹 How 300+ managers expect the crypto market to perform over the next three months.
And more. 👉 Read the full edition
📩 Subscribe to receive it monthly
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The Week On-Chain 12, 2026
Awaiting Liquidity
#BTC has stabilised around $70k, with ETF flows improving and sell-side pressure easing. However, muted spot volume and overhead supply suggest stronger demand is still needed to turn this into a recovery.
Executive Summary
- Unrealised losses have increased but remain within historical norms, indicating stress without full capitulation.
- US Spot ETF flows have turned modestly positive after sustained outflows, signalling early signs of institutional re-engagement.
- Spot volumes remain subdued, with limited expansion on the recovery, suggesting weak conviction and selective dip-buying.
Read the full Week On-Chain 👇
https://glassno.de/4sATTn1
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New Metric: Accumulation Trend Score by Wallet Cohort
This metric breaks down 30D accumulation behaviour by entity size, combining participation rate and balance change into a single score.
Score near 1 🟦 larger entities accumulating.
Score near 0 🟥 distribution or inactivity.
📉glassno.de/4uPYF1e
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+1Glassnode is expanding its macro indicator suite — bringing traditional market data directly into on-chain analysis.
This gives investors the tools to find alpha in the cross-analysis of crypto and macro.
No more switching between platforms.
📉glassno.de/4d1zUc9
43 778
+3
#BTC swung from $76k to $67k before rebounding to $70k. Spot and ETF demand cooled, derivatives turned more defensive, and on-chain activity stayed soft, pointing to a consolidative, cautious market backdrop.
Read more in this week’s Market Pulse👇
https://glassno.de/4bDDYwL
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Demand Exhaustion Update
The 24HR-SMA of Net Realized P&L peaked at $17M/hr before price lost momentum and contracted back below $70k.
Profit-taking at this threshold continues to absorb upside momentum, a pattern now observed across multiple rally attempts.
Broader geopolitical uncertainty appears to be compressing demand depth, limiting the market's capacity to absorb even moderate realization events.
📉glassno.de/4bppmCo
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A simple 30D MA crossover of BTC price vs. Max Pain generates long/short signals that outperform buy-and-hold over a long time horizon.
Exploratory, not prescriptive. But the signal quality warrants attention.
Full interactive backtest available in Glassnode Studio👇
📉http://glassno.de/3NFyKsm
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Digital assets have matured into a functioning, multi-layered economy that can be measured, analysed, and compared against traditional macroeconomic benchmarks.
In a new report with WisdomTree, we examine the blockchain ecosystem through familiar economic and market-structure concepts, focusing on observable activity:
• Transaction fees as revealed demand for network utility
• Security provisioning through economic commitment via mining (energy) or staking (capital)
• Exchanges and custodians as gateways to traditional capital markets
• Stablecoins as the primary settlement and liquidity layer
• DeFi and tokenization as extensions of on-chain financial activity.
Taken together, these components form a financial system that increasingly mirrors traditional markets in structure and function.
📑 Get the report here
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Supply Cleared, Conviction Pending
Bitcoin has cleared the $59k–$72k supply cluster and entered a thinly accumulated air gap up to $82k.
Spot CVD is recovering, ETF inflows are rebounding, and perp funding remains negative — short covering is doing the work here.
But currently, only 60% of the supply is in profit, where prior cycles' early bounces were exhausted multiple times before a structural shift.
📰 http://glassno.de/4siuWg1
43 778
+3
#Bitcoin rebounded from the $66k higher low, grinding steadily higher through the week with strong daily closes that pushed price back toward $73k.
Read more in this week’s Market Pulse👇
https://glassno.de/3N9wOsa
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A large pocket of negative gamma sits near the $75k strike in #BTC options markets.
Market makers appear structurally short calls at this level. As spot approaches, hedging flows could intensify, potentially amplifying upside price moves.
📈 https://glassno.de/471O35p
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For near-term expiries (1W), Max Pain appears to act as a dynamic support during uptrends and resistance during downtrends.
This adds a derivatives-based reference point to price structure analysis that is rarely available in crypto markets.
📉glassno.de/472oSj4
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New Metric Launch: Options Max Pain (Time Series)
Max Pain is the strike price at which the total value of expiring options (calls + puts) is minimized, theoretically maximizing losses for option holders.
Glassnode now tracks this across maturity buckets (1W, 1M, 3M, 6M, aggregated) at 10-min, hourly, and daily resolution.
📉glassno.de/4rvkAIk
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A hallmark of bear markets: STH Supply in Profit falling below 50%, meaning the majority of recent buyers are underwater.
Demand-side risk appetite tends to remain suppressed until this flips back above 50%.
Watch this level as a precondition for any sustained recovery.
📉 glassno.de/3PyUZRj
