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Bitcoin Supply Shock Quietly Brewing? Long-Term Holder Selling Dries Up 📉➡️😌
New on-chain data from Glassnode is telling a compelling story.
After months of persistent distribution, the selling pressure from Bitcoin’s long-term holders (LTHs) has decelerated significantly.
Key takeaways from the data:
✅ LTH Selling Speed has Slowed – The pace at which veteran investors are moving coins has decreased.
✅ Net Outflows Retreat from Extremes – The intense exit momentum has cooled.
✅ Market is Absorbing Supply – This suggests available sell-side liquidity from LTHs is being met with demand.
✅ Peak Supply Pressure May Be Digested – A large portion of the overhead selling pressure appears to have been absorbed.
What This Means:
Long-term holders are often considered the “smart money” or the bedrock of Bitcoin’s supply. When they slow their spending, it typically indicates:
· A decrease in urgent sell-side pressure.
· Potential maturation of a capitulation or distribution phase.
· That weaker hands have likely already sold, and remaining holders are in less distressed positions.
This doesn’t automatically guarantee a price surge, but it does point toward a potential supply shock scenario if demand picks up. With fewer coins being distributed from the most resolute hands, the market structure may be firming up.
The Big Question:
Is this the calm before the next leg? With major supply pressure potentially digested, is the stage being set for the next cycle?
DYOR No Financial advice!
#Bitcoin #BTC #Crypto #OnChain #Glassnode
$BTC
New on-chain data from Glassnode is telling a compelling story.
After months of persistent distribution, the selling pressure from Bitcoin’s long-term holders (LTHs) has decelerated significantly.
Key takeaways from the data:
✅ LTH Selling Speed has Slowed – The pace at which veteran investors are moving coins has decreased.
✅ Net Outflows Retreat from Extremes – The intense exit momentum has cooled.
✅ Market is Absorbing Supply – This suggests available sell-side liquidity from LTHs is being met with demand.
✅ Peak Supply Pressure May Be Digested – A large portion of the overhead selling pressure appears to have been absorbed.
What This Means:
Long-term holders are often considered the “smart money” or the bedrock of Bitcoin’s supply. When they slow their spending, it typically indicates:
· A decrease in urgent sell-side pressure.
· Potential maturation of a capitulation or distribution phase.
· That weaker hands have likely already sold, and remaining holders are in less distressed positions.
This doesn’t automatically guarantee a price surge, but it does point toward a potential supply shock scenario if demand picks up. With fewer coins being distributed from the most resolute hands, the market structure may be firming up.
The Big Question:
Is this the calm before the next leg? With major supply pressure potentially digested, is the stage being set for the next cycle?
DYOR No Financial advice!
#Bitcoin #BTC #Crypto #OnChain #Glassnode
$BTC
📉 抛压减轻：比特币即将迎来反转？
Glassnode 和 CryptoQuant 的最新数据显示，大户行为正发生关键变化。市场似乎已经消化了大部分“老手”手中的筹码。
核心要点总结：
长期持有者 (LTH) 抛售放缓： 长期持币者的地址资金流出已从峰值回落。这意味着大部分抛压已得到释放，进一步打压价格的动力正在枯竭。供应被市场吸收： 长期沉睡的供应量正逐渐被市场吸收，这为新一轮上涨奠定了坚实基础。短期信号初现： STH-SOPR 指标自 10 月 10 日以来首次尝试突破 1。如果该指标能稳定在 1 以上，通常被视为行情由熊转牛的经典确认信号。
总结： 目前市场显示出强烈的反转潜力，但我们需要等待 STH-SOPR 指标的最终站稳来确认。
你是看好后续反弹，还是认为这只是一个陷阱？欢迎在评论区讨论！👇
#比特币 #BTC #数据分析 #Glassnode #CryptoQuant $BTC
Glassnode 和 CryptoQuant 的最新数据显示，大户行为正发生关键变化。市场似乎已经消化了大部分“老手”手中的筹码。
核心要点总结：
长期持有者 (LTH) 抛售放缓： 长期持币者的地址资金流出已从峰值回落。这意味着大部分抛压已得到释放，进一步打压价格的动力正在枯竭。供应被市场吸收： 长期沉睡的供应量正逐渐被市场吸收，这为新一轮上涨奠定了坚实基础。短期信号初现： STH-SOPR 指标自 10 月 10 日以来首次尝试突破 1。如果该指标能稳定在 1 以上，通常被视为行情由熊转牛的经典确认信号。
总结： 目前市场显示出强烈的反转潜力，但我们需要等待 STH-SOPR 指标的最终站稳来确认。
你是看好后续反弹，还是认为这只是一个陷阱？欢迎在评论区讨论！👇
#比特币 #BTC #数据分析 #Glassnode #CryptoQuant $BTC
Bitcoin’s VDD Multiple Signals Ongoing Accumulation Phase
According to a recent Glassnode report cited by Odaily, Bitcoin’s VDD (Value Days Destroyed) Multiple is currently hovering in a low range—an indication that the market may still be in an accumulation phase.
This suggests limited selling activity from long-term holders, with reduced distribution pressure across the network. Such behavior is often viewed as a constructive market signal, reflecting confidence among experienced investors.
Glassnode notes that the market is absorbing recent price gains in a structurally healthy manner, rather than showing signs of excessive profit-taking.
The VDD Multiple is a key on-chain metric that compares short-term BTC spending activity to its long-term average. Traders and analysts commonly use it to assess holder behavior, market cycles, and potential trend shifts.
📊 Key takeaway: Low VDD levels historically align with accumulation periods and stable market foundations.
#Bitcoin #BTC #OnChainData #Glassnode #CryptoAnalysis
This suggests limited selling activity from long-term holders, with reduced distribution pressure across the network. Such behavior is often viewed as a constructive market signal, reflecting confidence among experienced investors.
Glassnode notes that the market is absorbing recent price gains in a structurally healthy manner, rather than showing signs of excessive profit-taking.
The VDD Multiple is a key on-chain metric that compares short-term BTC spending activity to its long-term average. Traders and analysts commonly use it to assess holder behavior, market cycles, and potential trend shifts.
📊 Key takeaway: Low VDD levels historically align with accumulation periods and stable market foundations.
#Bitcoin #BTC #OnChainData #Glassnode #CryptoAnalysis
BTC HITS $89.9K: On-Chain Metrics Are SCREAMING Danger! 🚨
STH Cost Basis is $98.9K
Active Investors Mean is $87.7K
True Market Mean is $81.0K
Realized Price is $56.2K
The gap between current price and key investor cost bases is tightening fast, signaling extreme caution is needed right now. This isn't just price action; it's investor psychology flashing red on the chain. Watch these levels closely for any major shift in sentiment for $BTC.
#BTCAnalysis #OnChainData #CryptoMarket #Glassnode 🧐
STH Cost Basis is $98.9K
Active Investors Mean is $87.7K
True Market Mean is $81.0K
Realized Price is $56.2K
The gap between current price and key investor cost bases is tightening fast, signaling extreme caution is needed right now. This isn't just price action; it's investor psychology flashing red on the chain. Watch these levels closely for any major shift in sentiment for $BTC.
#BTCAnalysis #OnChainData #CryptoMarket #Glassnode 🧐
🚨On-chain warning signal
According to Glassnode data, capital inflows are slowing down while investors are showing signs of capitulation.
This combination is increasing downside pressure on price.
Historically, this behavior has been associated with bear market fatigue.
Data moves first. Price follows.
#BitcoinETFs #cryptouniverseofficial #Glassnode #OnChainAnalysis #MarketFatigue
$BTC
$ETH
$SOL
According to Glassnode data, capital inflows are slowing down while investors are showing signs of capitulation.
This combination is increasing downside pressure on price.
Historically, this behavior has been associated with bear market fatigue.
Data moves first. Price follows.
#BitcoinETFs #cryptouniverseofficial #Glassnode #OnChainAnalysis #MarketFatigue
$BTC
$ETH
$SOL
COINRANK MORNING UPDATE
#Bitfinex hack participant Ilya Lichtenstein to be released early
#Glassnode : Current market structure exhibits typical characteristics of a long-term bear market
#Infinex founder pays $50,000 to Multicoin co-founder after losing a bet on ETH price
10x Research: Crypto market is shifting from defense to opportunity; the next phase favors discipline and active position management
#Tether invests in cross-border QR code payment platform SQRIL;
#CoinRank
#Glassnode : Current market structure exhibits typical characteristics of a long-term bear market
#Infinex founder pays $50,000 to Multicoin co-founder after losing a bet on ETH price
10x Research: Crypto market is shifting from defense to opportunity; the next phase favors discipline and active position management
#Tether invests in cross-border QR code payment platform SQRIL;
#CoinRank
### **💰 Bitcoin HODLers Akan Jual Saat Harga Sentuh $99.900?**
#### **📌 Analisis Glassnode:**
- **Long-Term Holders (LTH)** (pegang BTC >155 hari) **mulai profit-taking saat untung 350%**.
- **Level kritis**: **$99.900** (berdasarkan *realized price* LTH).
- **Saat ini**: BTC di **$96.500** (+4% minggu ini), LTH belum banyak jual.
---
### **📊 Data On-Chain:**
- **Supply LTH naik 254.000 BTC** dalam 2 bulan → Banyak STH (short-term holder) beralih jadi LTH.
- **Fase profit-taking sebelumnya**: LTH jual saat rally besar 2023.
- **Jika BTC tembus $99.9K**: Potensi **sell pressure meningkat** dari HODLer lama.
---
### **💡 Apa Artinya untuk Trader?**
✅ **Bullish short-term**: LTH masih hold → kurang tekanan jual.
⚠️ **Waspada di $99.9K**: Profit-taking bisa picu koreksi.
📈 **Target berikut**: Jika breakout kuat, bisa lanjut ke **$100K+**.
**#bitcoin #HODL #Glassnode #crypto #BTC **
💬 **Prediksimu?** Apakah LTH akan jual besar-besaran di $99.9K atau hold lebih lama? Komen di bawah! 👇
#### **📌 Analisis Glassnode:**
- **Long-Term Holders (LTH)** (pegang BTC >155 hari) **mulai profit-taking saat untung 350%**.
- **Level kritis**: **$99.900** (berdasarkan *realized price* LTH).
- **Saat ini**: BTC di **$96.500** (+4% minggu ini), LTH belum banyak jual.
---
### **📊 Data On-Chain:**
- **Supply LTH naik 254.000 BTC** dalam 2 bulan → Banyak STH (short-term holder) beralih jadi LTH.
- **Fase profit-taking sebelumnya**: LTH jual saat rally besar 2023.
- **Jika BTC tembus $99.9K**: Potensi **sell pressure meningkat** dari HODLer lama.
---
### **💡 Apa Artinya untuk Trader?**
✅ **Bullish short-term**: LTH masih hold → kurang tekanan jual.
⚠️ **Waspada di $99.9K**: Profit-taking bisa picu koreksi.
📈 **Target berikut**: Jika breakout kuat, bisa lanjut ke **$100K+**.
**#bitcoin #HODL #Glassnode #crypto #BTC **
💬 **Prediksimu?** Apakah LTH akan jual besar-besaran di $99.9K atau hold lebih lama? Komen di bawah! 👇
📊🤔 $BTC #Glassnode : The supply delta between LTHs and STHs is moving violently upwards. We aren't near previous cycle tops yet (2017/2021).
LTH supply peak to trough have distributed 813k BTC, and 250k BTC in the past 3 days. Compare this to the start of 2024 (1M BTC inc GBTC).
For every seller there's a buyer and demand is currently being met.
LTH supply peak to trough have distributed 813k BTC, and 250k BTC in the past 3 days. Compare this to the start of 2024 (1M BTC inc GBTC).
For every seller there's a buyer and demand is currently being met.
Glassnode: рынок биткоина охватил спекулятивный ажиотаж
#BTC #glassnode #new+ #ончейн Динамика потоков капитала, биржевой активности, левериджа в криптодеривативах и спроса со стороны институционалов — все это указывает на скачок склонности к риску среди биткоин-инвесторов. К такому выводу пришли в Glassnode.The risk appetite for #Bitcoin investors is increasing, with growing signs of speculation appearing across capital flows, exchange activity, derivatives leverage, and even institutional demand.Discover more in the latest Week On-Chain below👇https://t.co/4hL2kqpzOo pic.twitter.com/QdjnBuOtm7— glassnode (@glassnode) February 27, 2024Аналитики отметили, что консолидацию вокруг $52 000 до рывка к $59 000 поддерживали свежие притоки капитала. Это проявилось в повышении метрики реализованной капитализации на $30 млрд с начала года. Индикатор достиг уровня в $460 млрд, что лишь на 3% уступает ATH.Еще до нового витка ралли нереализованная прибыль «среднего» держателя достигла 120% — максимума с ноября 2022 года. Столь высокое значение наблюдалось только в 1126 из 4965 (22,7%) торговых дней, исходя из анализа MVRV.Аналитики рассмотрели индикатор SOPR для оценки средней величины реализованной прибыли или убытка по категориям участников рынка:🟠 среднерыночный SOPR: 1,13 (+13%);🔵 SOPR у ходлеров: 2,07 (+107%);🔴 SOPR у спекулянтов: 1,02 (+2%).Как и в случае MVRV, текущая ситуация соответствует фазе наибольшей эйфории бычьих рынков 2017 и 2021 годов.В качестве меры торговой активности и спекуляций специалисты также рассмотрели динамику потоков на криптобиржи.Совокупный объем депозитов и выводов средств достиг «ошеломляющих» $5,57 млрд. Для сравнения, исторический максимум составляет $6,2 млрд.Сегрегировав биржевые депозиты по отдельным категориям, эксперты получили следующие значения:🔴 краткосрочные держатели +$2,1 млрд;🔵 долгосрочные инвесторы +$120 млн;🟢 операции между платформами +$354 млн.С середины января суточный объем поступлений монет со стороны краткосрочных игроков в стоимостном выражении превысил и остается стабильным на уровне $2 млрд. В моменте показатель достиг нового ATH ($2,46 млрд). Согласно аналитикам, цифры подчеркивают высокую степень спекулятивного интереса.пользу вывода об ажиотаже покупателей также говорит динамика относительной доли отправленных краткосрочными трейдерами монет на централизованные платформы. В разрезе одного дня с октября 2023 года показатель вырос с 1%+ до максимальных с распродажи в марте 2020 года 2,36%.Согласно расчетам специалистов, рекордные 78,3% всего объема транзакций в сети связаны с криптобиржами.Спотовые биткоин-ETF привели к «невероятному» чистому притоку в 90 000 BTC. В результате AUM эмитентов продуктов вырос на $5,7 млрд, до $38 млрд.Признаки спекулятивного настроя также проявились на рынке криптодеривативов. Совокупный открытый интерес (ОИ) в биткоин-фьючерсах достиг $21 млрд. Лишь в 7% торговых дней значение было выше. В долларовом выражении ОИ приблизился к показателям эйфории 2021 года.На рынке опционов ОИ подскочил до $17,8 млрд, подойдя почти вровень к рынку фьючерсов. В моменте метрика достигла нового ATH в $20 млрд.На рынке бессрочных контрактов годовая стоимость финансирования подскочила с 3% до 14,7%.Аналитики нашли этому несколько объяснений:трейдеры готовы платить гораздо более высокие процентные ставки, чтобы использовать леверидж;открывающий шорт по контрактам теперь может получить в два-три раза более «безрисковую» ставку в сравнении с казначейскими векселями США;столь привлекательная доходность может способствовать возвращению маркетмейкеров, повышая ликвидность рынка.увеличение ликвидации держателей коротких позиций. За последние 30 дней показатель превысил $465 млн.Напомним, аналитики Matrixport допустили рост биткоина до $63 000 в марте. К катализаторам специалисты отнесли в том числе халвинг. Ранее сооснователь Fundstrat Том Ли спрогнозировал цифровое золото по $150 000 до конца 2024 года.
💸 По данным #glassnode , более 1 млн #BTC было проторговано в диапазоне цен около $42,500.
Этот ценовой уровень может стать значимым уровнем поддержки.
Этот ценовой уровень может стать значимым уровнем поддержки.
انخفاض العرض النشط من البيتكوين بنسبة 50% خلال 3 أشهر الأخيرة: هل هو مؤشر صعودي أم هبوطي؟
لا يزال سوق العملات المشفرة يشهد تقلبات حادة، لكن بعض المؤشرات قد تُشير إلى احتمالية تعافي البيتكوين (BTC) قريبا.
من بين هذه المؤشرات، يبرز العرض النشط أو ما يعرف بالعرض الساخن، وهو كمية البيتكوين المتاحة للتداول النشط خلال فترة قصيرة.
وفقا لبيانات “Glassnode”، تراجع العرض النشط من البيتكوين—وهو مقياس يتعقب العملات التي لم يتجاوز عمرها أسبوع — بمقدار 50% خلال الأشهر الثلاثة الماضية، لينخفض من 5.9% إلى 2.8% من إجمالي العرض المتداول.
هل يُشير انخفاض العرض النشط إلى اتجاه صعودي؟
قد يكون انخفاض العرض النشط مؤشر إيجابي، حيث يعكس زيادة في سلوك الاحتفاظ بالبيتكوين بدلا من التداول قصير الأجل.
عندما يقرر المستثمرون عدم بيع أصولهم، فقد يكون ذلك إشارة إلى توقعهم ارتفاع الأسعار مستقبلا.
بالإضافة إلى ذلك، مع انخفاض العرض المتداول، تقل التقلبات السعرية الحادة، مما قد يُمهّد لاستقرار السوق وارتفاع الأسعار على المدى المتوسط.
ومع ذلك، يتطلب ذلك وجود طلب قوي، وهو ما لا يتوافر حاليا بالشكل الكافي وهو ما يظهر جليا في صناديق ETF البيتكوين التي تراجعات التدفقات تجاهها بشكل واضح.
#bitcoin #btc #Glassnode #etf
$BTC
لا يزال سوق العملات المشفرة يشهد تقلبات حادة، لكن بعض المؤشرات قد تُشير إلى احتمالية تعافي البيتكوين (BTC) قريبا.
من بين هذه المؤشرات، يبرز العرض النشط أو ما يعرف بالعرض الساخن، وهو كمية البيتكوين المتاحة للتداول النشط خلال فترة قصيرة.
وفقا لبيانات “Glassnode”، تراجع العرض النشط من البيتكوين—وهو مقياس يتعقب العملات التي لم يتجاوز عمرها أسبوع — بمقدار 50% خلال الأشهر الثلاثة الماضية، لينخفض من 5.9% إلى 2.8% من إجمالي العرض المتداول.
هل يُشير انخفاض العرض النشط إلى اتجاه صعودي؟
قد يكون انخفاض العرض النشط مؤشر إيجابي، حيث يعكس زيادة في سلوك الاحتفاظ بالبيتكوين بدلا من التداول قصير الأجل.
عندما يقرر المستثمرون عدم بيع أصولهم، فقد يكون ذلك إشارة إلى توقعهم ارتفاع الأسعار مستقبلا.
بالإضافة إلى ذلك، مع انخفاض العرض المتداول، تقل التقلبات السعرية الحادة، مما قد يُمهّد لاستقرار السوق وارتفاع الأسعار على المدى المتوسط.
ومع ذلك، يتطلب ذلك وجود طلب قوي، وهو ما لا يتوافر حاليا بالشكل الكافي وهو ما يظهر جليا في صناديق ETF البيتكوين التي تراجعات التدفقات تجاهها بشكل واضح.
#bitcoin #btc #Glassnode #etf
$BTC
🕵️♂️Glassnode 报告：比特币的近期崩跌让投资损失 5.2 亿美元，分析师带你“拨开云雾”看真相
链上分析机构Glassnode最新发布的周度报告中指出，在近期市场的一次崩跌中，让比特币投资者的损失总额高达5.2亿美元。发生这一现象究竟是何种原因？下面让我们来一起分析解读下。
Glassnode在最新周报中分析了比特币"实际损失"的近期趋势。何为"实际损失"？简单来说，就是BTC投资者每日通过卖出所实现的亏损总额，即通过比较每枚BTC代币的历史交易价格，若先前售价高于当前卖出价格，则判定为亏损。
从图表中可以看出，这个指标在本月初出现了大幅上涨，让投资者共计损失了5.2亿美元。这次损失的背后主因是比特币价格一度暴跌至93,000美元。这是当前周期中最大的事件之一，仅次于日元套利交易平仓13亿美元的数额峰值。
然而，从历史周期来看，这种大规模的亏损实现对比特币其实是个好事。因为在这种情况下，比特币往往会从那些拿不住的投资者手里，转移到那些愿意长期持有的投资者手里。这些长期投资者更愿意持有，所以抛售压力会逐渐消失，比特币价格也会慢慢稳定下来。
因此，虽然这次的损失在美元金额上看起来挺吓人的，但如果用BTC来衡量，其实还在周期的标准范围内。换句话说，这种情况在比特币的历史上也不是第一次出现。
截止当前，比特币的价格还在97,800美元左右徘徊，没有明显的上涨或下跌趋势。市场还在等待下一步的信号。
综上，Glassnode分析观点认为，尽管本次比特币的崩盘让很多投资者损失惨重，但历史告诉我们，这种时候可能正是市场调整的好机会。
💬你赞成Glassnode的分析观点吗？你认为比特币接下来会怎么走？评论区见！
#比特币 #Glassnode #加密货币 #市场分析
链上分析机构Glassnode最新发布的周度报告中指出，在近期市场的一次崩跌中，让比特币投资者的损失总额高达5.2亿美元。发生这一现象究竟是何种原因？下面让我们来一起分析解读下。
Glassnode在最新周报中分析了比特币"实际损失"的近期趋势。何为"实际损失"？简单来说，就是BTC投资者每日通过卖出所实现的亏损总额，即通过比较每枚BTC代币的历史交易价格，若先前售价高于当前卖出价格，则判定为亏损。
从图表中可以看出，这个指标在本月初出现了大幅上涨，让投资者共计损失了5.2亿美元。这次损失的背后主因是比特币价格一度暴跌至93,000美元。这是当前周期中最大的事件之一，仅次于日元套利交易平仓13亿美元的数额峰值。
然而，从历史周期来看，这种大规模的亏损实现对比特币其实是个好事。因为在这种情况下，比特币往往会从那些拿不住的投资者手里，转移到那些愿意长期持有的投资者手里。这些长期投资者更愿意持有，所以抛售压力会逐渐消失，比特币价格也会慢慢稳定下来。
因此，虽然这次的损失在美元金额上看起来挺吓人的，但如果用BTC来衡量，其实还在周期的标准范围内。换句话说，这种情况在比特币的历史上也不是第一次出现。
截止当前，比特币的价格还在97,800美元左右徘徊，没有明显的上涨或下跌趋势。市场还在等待下一步的信号。
综上，Glassnode分析观点认为，尽管本次比特币的崩盘让很多投资者损失惨重，但历史告诉我们，这种时候可能正是市场调整的好机会。
💬你赞成Glassnode的分析观点吗？你认为比特币接下来会怎么走？评论区见！
#比特币 #Glassnode #加密货币 #市场分析
Bitcoin dominance is climbing again
After bottoming in December 2024 at ~54%, BTC dominance has surged past 57% in January 2025.
This mirrors the 2020 cycle, where BTC dominance bottomed in Nov '20 (~60%), then rallied to 69% in Jan '21 before starting to decline again.
In the last cycle, Bitcoin dominance peaked near 72%. Shortly after, BTC hit ~$40K - over 2x its prior cycle's ATH - but still far from the eventual $64K top. Dominance began dropping as BTC's price soared, signalling a shift in risk appetite toward riskier assets.
#Glassnode
After bottoming in December 2024 at ~54%, BTC dominance has surged past 57% in January 2025.
This mirrors the 2020 cycle, where BTC dominance bottomed in Nov '20 (~60%), then rallied to 69% in Jan '21 before starting to decline again.
In the last cycle, Bitcoin dominance peaked near 72%. Shortly after, BTC hit ~$40K - over 2x its prior cycle's ATH - but still far from the eventual $64K top. Dominance began dropping as BTC's price soared, signalling a shift in risk appetite toward riskier assets.
#Glassnode
#USStablecoinBill
طفرة في سوق العملات المشفرة بعد تسجيل تدفقات قياسية وصلت لـ 19 مليار دولار
شهد سوق العملات المشفرة تدفقات استثمارية غير مسبوقة خلال الشهر الماضي، بلغت قيمتها 19 مليار دولار، مما يعكس حالة من الزخم الإيجابي والثقة المتزايدة بين المستثمرين، لا سيما المؤسسات الكبرى.
أفاد المحلل المعروف “علي مارتينيز”، عبر منشوره على منصة X، بأن هذه التدفقات تم توثيقها من خلال بيانات منصة “Glassnode”، والتي أظهرت تغير حاد في صافي مراكز المستثمرين والقيمة السوقية المحققة.
وفقا للرسم البياني المنشور، بلغت التدفقات الواردة في بداية أبريل نحو 8 مليار دولار، قبل أن تتسارع بشكل كبير لتتجاوز 19 مليار دولار في الأيام الأولى من مايو.
هذا النشاط تزامن مع ارتفاع سعر البيتكوين إلى مستويات جديدة، حيث تجاوز سعر العملة حاجز 90,000 دولار، ووصل إلى 97,927 دولار في الثاني من مايو، وهو ما يُعزز من فرضية أن السوق يشهد موجة جديدة من السيولة المؤسساتية.
تاريخيا، ارتبطت هذه التدفقات الضخمة بارتفاعات ملحوظة في أسعار العملات الرقمية، إلا أن حجم السيولة الحالي يُعد استثنائي، ما يشير إلى تغير نوعي في سلوك السوق ومصدر رؤوس الأموال، مع ترجيح أن المؤسسات المالية الكبرى هي المحرك الأساسي لهذه الطفرة.
#Glassnode
طفرة في سوق العملات المشفرة بعد تسجيل تدفقات قياسية وصلت لـ 19 مليار دولار
شهد سوق العملات المشفرة تدفقات استثمارية غير مسبوقة خلال الشهر الماضي، بلغت قيمتها 19 مليار دولار، مما يعكس حالة من الزخم الإيجابي والثقة المتزايدة بين المستثمرين، لا سيما المؤسسات الكبرى.
أفاد المحلل المعروف “علي مارتينيز”، عبر منشوره على منصة X، بأن هذه التدفقات تم توثيقها من خلال بيانات منصة “Glassnode”، والتي أظهرت تغير حاد في صافي مراكز المستثمرين والقيمة السوقية المحققة.
وفقا للرسم البياني المنشور، بلغت التدفقات الواردة في بداية أبريل نحو 8 مليار دولار، قبل أن تتسارع بشكل كبير لتتجاوز 19 مليار دولار في الأيام الأولى من مايو.
هذا النشاط تزامن مع ارتفاع سعر البيتكوين إلى مستويات جديدة، حيث تجاوز سعر العملة حاجز 90,000 دولار، ووصل إلى 97,927 دولار في الثاني من مايو، وهو ما يُعزز من فرضية أن السوق يشهد موجة جديدة من السيولة المؤسساتية.
تاريخيا، ارتبطت هذه التدفقات الضخمة بارتفاعات ملحوظة في أسعار العملات الرقمية، إلا أن حجم السيولة الحالي يُعد استثنائي، ما يشير إلى تغير نوعي في سلوك السوق ومصدر رؤوس الأموال، مع ترجيح أن المؤسسات المالية الكبرى هي المحرك الأساسي لهذه الطفرة.
#Glassnode
Ethereum ETF Investors Face 21% Average Loss, Glassnode Reveals in Stark Report
Despite a recent bounce in Ethereum’s price, a majority of investors in spot Ethereum exchange-traded funds (ETFs) from BlackRock and Fidelity Investments are suffering sizable paper losses, according to a new report from blockchain analytics firm Glassnode.The report reveals that the average investor in both BlackRock and Fidelity's Ether ETFs is down by around -21%, highlighting the continued volatility and challenges in institutional crypto adoption.
“The average investor in the BlackRock and Fidelity Ethereum ETFs are now substantially underwater on their position, holding an unrealized loss of approximately -21% on average,” stated Glassnode on May 29.
ETH ETF Cost Basis Remains Well Above Market Price
As of writing, Ethereum is trading at $2,601 (CoinMarketCap). However, the average cost basis for BlackRock’s ETF sits at $3,300, while Fidelity’s is even higher at $3,500. This sharp contrast between purchase price and current value has left investors in the red.
ETH hasn’t traded above $3,000 since February 2, before the digital asset slumped in response to U.S. President Donald Trump’s executive order implementing steep import tariffs on goods from China, Mexico, and Canada.
Trump Tariffs Sparked Crypto Market Downturn
Glassnode points out that net ETF outflows intensified when ETH dipped below the average cost basis of ETF investors, particularly in August 2024, January, and March 2025. The yearly low of $1,472 came on April 9, the very day Trump’s sweeping tariffs took effect globally.
However, there’s been a notable recovery in ETH’s price, which has risen 44.25% over the past month, and sparked renewed institutional interest. Since May 16, spot Ether ETFs have recorded nine straight days of inflows totaling $435.6 million, signaling growing confidence as tariff-related uncertainty eases.
Court Ruling and Political Winds Shift Sentiment
On May 28, a U.S. federal court blocked most of Trump’s tariffs, leading analysts to predict further upside momentum for Ethereum and the broader crypto market. This could potentially lead to a reversal of ETF losses if the rally holds.
Since their U.S. launch in July 2024, spot Ether ETFs have attracted $2.94 billion in total inflows. Ethereum was priced at $3,536 on launch day, peaking at $4,007 during a Trump election victory rally in December before tapering off.
Despite their popularity, Glassnode noted that the ETFs have had a minimal impact on ETH’s spot market, initially accounting for just ±1.5% of trading volume, growing to 2.5% in November 2024, before falling back toward 1.5% in recent weeks.
ETF Demand Muted by Staking Exclusion
At the Digital Asset Summit on March 20, Robbie Mitchnick, Head of Digital Assets at BlackRock, addressed the limitations of the product, commenting that Ethereum ETFs are “less perfect” without staking functionality — a feature that differentiates Ether from Bitcoin and is crucial to long-term ETH holders seeking yield.
With the crypto industry closely monitoring how regulators approach staking integration in ETFs, investors may remain cautious until more complete solutions emerge.
The post appeared first on CryptosNewss.com
#EthereumNews #Glassnode #EthereumEFT $ETH
“The average investor in the BlackRock and Fidelity Ethereum ETFs are now substantially underwater on their position, holding an unrealized loss of approximately -21% on average,” stated Glassnode on May 29.
ETH ETF Cost Basis Remains Well Above Market Price
As of writing, Ethereum is trading at $2,601 (CoinMarketCap). However, the average cost basis for BlackRock’s ETF sits at $3,300, while Fidelity’s is even higher at $3,500. This sharp contrast between purchase price and current value has left investors in the red.
ETH hasn’t traded above $3,000 since February 2, before the digital asset slumped in response to U.S. President Donald Trump’s executive order implementing steep import tariffs on goods from China, Mexico, and Canada.
Trump Tariffs Sparked Crypto Market Downturn
Glassnode points out that net ETF outflows intensified when ETH dipped below the average cost basis of ETF investors, particularly in August 2024, January, and March 2025. The yearly low of $1,472 came on April 9, the very day Trump’s sweeping tariffs took effect globally.
However, there’s been a notable recovery in ETH’s price, which has risen 44.25% over the past month, and sparked renewed institutional interest. Since May 16, spot Ether ETFs have recorded nine straight days of inflows totaling $435.6 million, signaling growing confidence as tariff-related uncertainty eases.
Court Ruling and Political Winds Shift Sentiment
On May 28, a U.S. federal court blocked most of Trump’s tariffs, leading analysts to predict further upside momentum for Ethereum and the broader crypto market. This could potentially lead to a reversal of ETF losses if the rally holds.
Since their U.S. launch in July 2024, spot Ether ETFs have attracted $2.94 billion in total inflows. Ethereum was priced at $3,536 on launch day, peaking at $4,007 during a Trump election victory rally in December before tapering off.
Despite their popularity, Glassnode noted that the ETFs have had a minimal impact on ETH’s spot market, initially accounting for just ±1.5% of trading volume, growing to 2.5% in November 2024, before falling back toward 1.5% in recent weeks.
ETF Demand Muted by Staking Exclusion
At the Digital Asset Summit on March 20, Robbie Mitchnick, Head of Digital Assets at BlackRock, addressed the limitations of the product, commenting that Ethereum ETFs are “less perfect” without staking functionality — a feature that differentiates Ether from Bitcoin and is crucial to long-term ETH holders seeking yield.
With the crypto industry closely monitoring how regulators approach staking integration in ETFs, investors may remain cautious until more complete solutions emerge.
The post appeared first on CryptosNewss.com
#EthereumNews #Glassnode #EthereumEFT $ETH
$BTC 𝐂𝐢𝐫𝐜𝐮𝐥𝐚𝐭𝐢𝐧𝐠 𝐒𝐮𝐩𝐩𝐥𝐲 𝐯𝐬 𝐏𝐫𝐢𝐜𝐞 – 𝐋𝐨𝐧𝐠-𝐓𝐞𝐫𝐦 𝐈𝐧𝐬𝐢𝐠𝐡𝐭
Bitcoin’s circulating supply has steadily increased over time, approaching its capped maximum of 21 million BTC. This Glassnode chart shows a clear relationship: as the supply growth slows down, price volatility intensifies with larger upward movements.
Key Observations:
BTC supply has crossed 19.5M and is nearing its final issuance stage.
Price movements (log scale) show explosive growth post-halving events and during supply tapering phases.
Scarcity dynamics are evident—limited new supply with growing demand often fuels bullish cycles.
What This Means for Traders:
With the majority of BTC already mined, future supply shocks could drive significant price movements. Long-term holders may benefit from accumulation during consolidation phases.
Strategic Note:
Keep an eye on halvings, macro demand, and exchange supply trends. Scarcity is Bitcoin's strongest long-term narrative.
#BTC #BitcoinSupply #CryptoCharts #BinanceAnalysis #Glassnode
Bitcoin’s circulating supply has steadily increased over time, approaching its capped maximum of 21 million BTC. This Glassnode chart shows a clear relationship: as the supply growth slows down, price volatility intensifies with larger upward movements.
Key Observations:
BTC supply has crossed 19.5M and is nearing its final issuance stage.
Price movements (log scale) show explosive growth post-halving events and during supply tapering phases.
Scarcity dynamics are evident—limited new supply with growing demand often fuels bullish cycles.
What This Means for Traders:
With the majority of BTC already mined, future supply shocks could drive significant price movements. Long-term holders may benefit from accumulation during consolidation phases.
Strategic Note:
Keep an eye on halvings, macro demand, and exchange supply trends. Scarcity is Bitcoin's strongest long-term narrative.
#BTC #BitcoinSupply #CryptoCharts #BinanceAnalysis #Glassnode
#BinanceAirdropNXPC
#bitcoin
Bitcoin Hits $2 Trillion Market Cap — What’s Next?
Bitcoin just crossed a $2 trillion market cap again, with prices topping $100K — the highest since January!
What’s happening:
A wave of first-time buyers is flooding in — major retail FOMO in action.
According to Glassnode, the First-Time Buyers RSI has held at 100 all week.
BUT… momentum buyers are still cautious (RSI ~11), and profit-taking is picking up.
This mix could mean a price consolidation is coming unless fresh capital keeps flowing.
TL;DR: New money is eager, pros are cautious — so don’t be surprised if BTC cools off before the next move.
#Bitcoin #BTC #CryptoNews #CryptoMarket #Glassnode
$BTC
#bitcoin
Bitcoin Hits $2 Trillion Market Cap — What’s Next?
Bitcoin just crossed a $2 trillion market cap again, with prices topping $100K — the highest since January!
What’s happening:
A wave of first-time buyers is flooding in — major retail FOMO in action.
According to Glassnode, the First-Time Buyers RSI has held at 100 all week.
BUT… momentum buyers are still cautious (RSI ~11), and profit-taking is picking up.
This mix could mean a price consolidation is coming unless fresh capital keeps flowing.
TL;DR: New money is eager, pros are cautious — so don’t be surprised if BTC cools off before the next move.
#Bitcoin #BTC #CryptoNews #CryptoMarket #Glassnode
$BTC
#Glassnode data shows that the Net Unrealized Profit/Loss (#NUPL ) indicator for Solana ($SOL ) is signaling 'fear' among long-term holders. This suggests that many investors are currently in unrealized losses or uncertain about the market direction. Historically, such phases have often preceded strong accumulation periods and potential trend reversals. 🚀 Will $SOL rebound soon? Keep an eye on key support levels! 🔥
#USTariffs @WISE PUMPS
#USTariffs @WISE PUMPS
ANALYSIS: Glassnode reports that the altcoin market suffered a $234 billion decline in one of its largest devaluations on record, highlighting a growing divergence as Bitcoin outperforms.
#Glassnode #BTC
#Glassnode #BTC
Despite #Bitcoin 's impressive rally last year, MVRV levels above 3.2 - the typical threshold for extreme euphoria - haven’t been reached this cycle. If #BTC were to reach this level, it would correspond to a price of ~$132K - #glassnode
$BTC
$BTC
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