glassnode

5.3K posts

glassnode

@glassnode

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

Zug | Berlin Katılım Temmuz 2018

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glassnode@glassnode·2d

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@glassnode·15h

Wrap Up OI is near ATH. IV has normalized. Skew has re-widened toward puts. Put/call flows turned defensive. VRP is near equilibrium. Short gamma at 75K has been unwound. Beneath the pullback, the breakout has lost momentum and range conditions are returning.

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glassnode@glassnode·15h

VRP Reset Over the past week, being short gamma was profitable as IV exceeded RV. That has shifted. Realized volatility moved higher on the selloff, compressing the VRP. With VRP near equilibrium, options now appear more fairly priced. glassno.de/4t1FIar

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glassnode@glassnode·15h

Bitcoin has reintegrated its range after a short-lived deviation above the 75K level. Here’s what Bitcoin options data reveals about positioning, volatility expectations, and market sentiment beneath the surface.

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glassnode@glassnode·17h

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

Bitcoin Vector@bitcoinvector

Liquidity is the speed of money, how fast capital moves on-chain. When Bitcoin broke support, activity surged, coins moved faster, and participation spiked, a stress response driven by repositioning, and active demand. Since then, Liquidity has been eroding while price recovers. That is the key divergence. This move is being carried more by seller exhaustion than by strong and consistent demand. Without a reacceleration in activity, this remains a recovery attempt, not a confirmed expansion.

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glassnode@glassnode·17h

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👇 📉glassno.de/3NFyKsm

glassnode@glassnode

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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Chris Beamish@ChrisBeamish_·1d

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·2d

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·3d

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·4d

$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·4d

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