glassnode

5.3K posts

glassnode

@glassnode

Digital asset data, analytics, and research. https://t.co/VrKU3mBzsv https://t.co/Ofq0n0yjN3

Zug | Berlin انضم Temmuz 2018

61 يتبع605.2K المتابعون

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glassnode@glassnode·1d

The Blockchain Economy Infrastructure, Security, and the Evolution of Digital Markets Digital assets are no longer just assets. The ecosystem has matured into a coherent digital economy that can be measured, analyzed, and compared against traditional macroeconomic benchmarks. In our latest report with @WisdomTreeFunds , we examine blockchain networks and digital assets through the lens of familiar economic and market-structure concepts, focusing on observable activity. For finance professionals, this provides a framework for assessing how these systems operate, scale, and integrate with global financial markets, moving beyond market cap and price alone. 📄 Read the full report: glassno.de/4tcraoz 📧 Subscribe to our research: glassno.de/4siwAxW

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glassnode أُعيد تغريده

Chris Beamish@ChrisBeamish_·19h

Perp funding remains firmly negative, reinforcing the bearish positioning seen in directional premium. While $BTC has recovered from the lows, traders continue to lean short, leaving the market vulnerable to further squeeze-driven upside. glassno.de/4sU82LK

Chris Beamish@ChrisBeamish_

Directional perp premium has turned negative for the first time since 2022, marking a clear shift toward net short positioning in derivatives markets. With $BTC's recent bounce to $74k, this suggests a crowded short trade is potentially building beneath the surface.

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glassnode@glassnode·1d

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. 📰 glassno.de/4siuWg1

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glassnode@glassnode·2d

As price edged above $74k this week, the STH-Realized Profit (12HR-SMA) spiked to $18.4M/hr. Consistent with the pattern observed over February, where short-term holders continue to exhaust each rally at the +$70k level, absorbing momentum before any breakout can develop. 📉glassno.de/4bfWSLt

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glassnode@glassnode·3d

$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👇 glassno.de/3N9wOsa

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glassnode@glassnode·3d

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. 📈glassno.de/471O35p

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glassnode@glassnode·5d

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

glassnode@glassnode

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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glassnode@glassnode·5d

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glassnode@glassnode·6d

Wrap Up Front-end IV is easing. Skew still favors puts. Bullish flow is building. Put/call flows favor calls. $75K strike is key. Short gamma sits above. Options positioning is gradually shifting from defensive hedging toward cautious upside exposure.

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glassnode@glassnode·6d

Gamma Concentration Above Spot Gamma exposure reinforces that level. Roughly $4B of negative gamma sits near $75K, with $2.7B expiring at the end of March. If BTC pushes into this region, dealer hedging flows could accelerate the move higher. glassno.de/4bFCeEq

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glassnode@glassnode·6d

Bitcoin has consolidated within a $62.8K–$72.6K range for over a month and has failed to break out to the upside on multiple occasions. Is the current move toward the range high the one that finally pushes BTC higher?

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glassnode@glassnode·6d

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

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glassnode@glassnode·6d

An accumulation cluster is forming in the $62k–$72k range. However, its intensity is modest relative to prior phases that preceded sustained expansions. Conviction is building, but the foundation for a mid-term breakout remains thin so far. 📉 glassno.de/3P2i7rr

Bitcoin Vector@bitcoinvector

Bitcoin Price Momentum + Impulse define market phases. When both align, BTC moves from transition into expansion. When they fail, rallies fade and bearish phases extend. Momentum Transition (Light blue) is the early ignition window. Momentum Expansion (Dark blue) marks when impulse and momentum align for cleaner rallies. In January, BTC attempted a bullish shift but failed. Now it is back in transition, with slight positive impulse. Ignition is emerging, but sustained positive momentum is what confirms the shift.

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glassnode@glassnode·11 Mar

The aggregated spot volume for the top 500 crypto assets has been declining since late January. Meanwhile, Bitcoin spot volume has been more resilient and rising for most of February. 📉 glassno.de/4ooZ5rT

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