Glassnode
описание
Institutional Data and Market Intelligence for Digital Assets. https://studio.glassnode.com/
43 969
подписчиков
Охват к подписчикам
8,1%
ERR
Реакции к просмотрам
0,28%
268 на 26 постов
Пересылки к просмотрам
0,65%
622
Постов в день
1,9
всего 27
Где отзываются чаще
доля реакций к просмотрам- 11 авг.Sellers are getting exhausted, but have not reached levels we saw in past $BTC bear markets. According to the Seller Exhaustion Constant (30d), the historical bottoming signature has not confirmed yet. We continue to monitor for selling to stall further.0,85%
- 12 авг.Sellers are tiring but buyers are absent. However, leverage traders have already pulled the trigger on a recovery the data does not yet support. The market is coiled tightly between converging cost-basis levels on the quietest tape since 2019. Read it here0,65%
- 4 авг.Your AI agent can now buy Glassnode data. x402 pays per call: from your Coinbase balance via Coinbase for Agents (live today), or any USDC wallet via Base MCP. Try: "Pull Glassnode's MVRV and NUPL for BTC and tell me if the market is overheated" https://glassno.de/451fVoR Watch on X0,61%
- 10 авг.$BTC has stabilised near $65k, with stronger taker demand, robust institutional inflows and easing downside hedging. However, subdued spot liquidity and weak on-chain activity suggest the recovery remains tentative. Read this week’s Market Pulse👇0,53%
- 6 авг.Following the Coldcard firmware exploit, the number of active Bitcoin addresses surged to 0.98M/day, the highest since December 2024. This is fear-driven on-chain activity. Holders migrating seeds and moving funds to alternative custody reflects an operational security response, not a change in market conviction. 📉 http://glassno.de/btc-active-addresses0,52%
- 11 авг.Over the last 90 days the S&P 500 rose 5% while Bitcoin fell 20%. The last 7 days show the same pattern. Until Bitcoin reclaims strength against the indices, this remains an equity-led tape. Notably, the NASDAQ is lagging behind other major indices indicating an unfavorable environment for tech-heavy portfolios. https://glassno.de/4q7edf40,50%
- 5 авг.OKX moved its trading infrastructure from Hong Kong to Tokyo this week. Our latency probes caught the switch live: Hong Kong: ~5ms → ~63ms Tokyo: ~52ms → ~4ms A clean swap. If you’re co-located in Hong Kong for @okx, it’s time to move to Tokyo. 👉 http://latency.glassnode.com/cex0,49%
- 6 авг.Bitcoin's options skew looks bearish – but not because traders are aggressively paying for protection. While downside IV is cheap, the real extreme is upside IV: an all-time low of 23%. Nobody is paying for $BTC upside anymore. Quoting @glassnode: Global markets broke to records while Bitcoin stood still. This edition traces that stillness: a theft the market slept through, bottom signals arriving through boredom and an options market priced for nothing while sentiment reacts to everything. http://x.com/i/article/20849963387738644480,47%
- 7 авг.$BTC options are showing a cautious but improving setup. Vol is being repriced higher, short-dated fear is fading, calls still dominate OI, and recent premium flow is increasingly constructive. Here’s what the options market is signalling👇 $BTC options have shifted back to a modest vol premium, with IV now ~10% above RV after weeks of realised vol outpacing implied. The market is paying up for uncertainty again, but pricing remains far from stressed. https://glassno.de/4z8hejG $BTC skew has softened sharply at the front end, with 1-week 25Δ skew falling toward ~7%. Longer tenors remain elevated near 10–12%, suggesting near-term fear is fading while structural demand for downside protection persists. https://glassno.de/4fKKV2B BTC options OI remains call-heavy, with calls near ~$15B versus ~$10B in puts after a sharp expiry-driven reset. The persistent gap shows call-side positioning remains structurally larger despite weaker spot. https://glassno.de/3UkdXgX Premium flow is concentrated around $61k–$67k, led by heavy $65k call buying and put selling. The mix points to constructive near-term positioning, while put demand below spot shows downside hedging remains active. https://glassno.de/4hqnRrb Wrap up: $BTC options point to a market growing more constructive without abandoning protection. Near-term fear is easing, calls still dominate positioning, and fresh flow is improving, but longer-dated hedging demand remains elevated.0,45%
- 14 авг.$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.0,42%
- 14 авг.ICYMI: $BTC futures OI has climbed past a full day of futures volume, just shy of last September's record. Plenty of positions, thin turnover. On a tape this thin, liquidations meet little resistance in either direction. https://twitter.com/glassnode/status/20875863199838824460,39%
- 5 авг.Global markets broke to records while Bitcoin stood still. This edition traces that stillness: a theft the market slept through, bottom signals arriving through boredom and an options market priced for nothing while sentiment reacts to everything.0,24%