glassnode

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

📉 Pressure easing: Is Bitcoin about to reverse?
Latest data from Glassnode and CryptoQuant show a pivotal shift in whale behavior. The market appears to have absorbed most of the supply held by experienced players.
Key points summary:
Slowing sell-off by Long-Term Holders (LTH): The outflow of funds from long-term holder addresses has declined from its peak. This indicates that most selling pressure has already been released, and further downward momentum is fading. Supply being absorbed: Long-dormant supply is gradually being absorbed by the market, laying a solid foundation for the next upward move. Early signs emerging: The STH-SOPR indicator has attempted to break above 1 for the first time since October 10. If this indicator stabilizes above 1, it is typically seen as a classic confirmation signal of a shift from bear to bull market.
Conclusion: The market currently shows strong potential for a reversal, but we need to wait for the STH-SOPR indicator to firmly hold above 1 for confirmation.
Do you believe in the upcoming rebound, or do you think this is just a trap? Feel free to discuss in the comments below! 👇
#比特币 #BTC #数据分析 #Glassnode #CryptoQuant $BTC

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 🧐

🚨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

#USStablecoinBill

A surge in the cryptocurrency market after recording record inflows reaching $19 billion
The cryptocurrency market has witnessed unprecedented investment inflows over the past month, amounting to $19 billion, reflecting a state of positive momentum and increasing confidence among investors, especially major institutions.

The well-known analyst "Ali Martinez" reported via his post on platform X that these inflows were documented through data from the "Glassnode" platform, which showed a sharp change in the net positions of investors and the realized market value.

According to the published chart, inflows at the beginning of April reached about $8 billion, before accelerating significantly to exceed $19 billion in the early days of May.

This activity coincided with a rise in the price of Bitcoin to new levels, as the price of the currency surpassed the $90,000 barrier, reaching $97,927 on May 2, which reinforces the hypothesis that the market is experiencing a new wave of institutional liquidity.

Historically, these massive inflows have been associated with notable increases in the prices of digital currencies, yet the current volume of liquidity is exceptional, indicating a qualitative change in market behavior and the source of capital, with a likelihood that major financial institutions are the main driver of this surge.
#Glassnode

### **💰 Will Bitcoin HODLers Sell When the Price Hits $99,900?**

#### **📌 Glassnode Analysis:**
- **Long-Term Holders (LTH)** (holding BTC >155 days) **start profit-taking when profits reach 350%**.
- **Critical level**: **$99,900** (based on *realized price* of LTH).
- **Currently**: BTC at **$96,500** (+4% this week), LTH have not sold much.

---

### **📊 On-Chain Data:**
- **LTH Supply increased by 254,000 BTC** in 2 months → Many STH (short-term holders) are transitioning to LTH.
- **Previous profit-taking phase**: LTH sold during the major rally of 2023.
- **If BTC breaks $99.9K**: Potential **sell pressure increases** from long-term HODLers.

---

### **💡 What Does This Mean for Traders?**
✅ **Bullish short-term**: LTH still holding → less selling pressure.
⚠️ **Caution at $99.9K**: Profit-taking could trigger a correction.
📈 **Next target**: If strong breakout, could continue to **$100K+**.

**#bitcoin #HODL #Glassnode #crypto #BTC **

💬 **Your prediction?** Will LTH sell massively at $99.9K or hold longer? Comment below! 👇

A 50% decrease in active Bitcoin supply over the last 3 months: Is it a bullish or bearish indicator?
The cryptocurrency market is still experiencing sharp fluctuations, but some indicators may suggest the possibility of a recovery for Bitcoin (BTC) soon.

Among these indicators, active supply, also known as hot supply, stands out, which is the amount of Bitcoin available for active trading over a short period.

According to data from "Glassnode," the active supply of Bitcoin—which tracks coins that are less than a week old—has decreased by 50% over the past three months, dropping from 5.9% to 2.8% of the total circulating supply.

Does the decrease in active supply indicate a bullish trend?
A decrease in active supply could be a positive indicator, reflecting an increase in holding behavior of Bitcoin rather than short-term trading.

When investors decide not to sell their assets, it may signal their expectation of rising prices in the future.

Additionally, with the decrease in circulating supply, sharp price fluctuations diminish, which may pave the way for market stability and price increases in the medium term.

However, this requires strong demand, which is currently not sufficiently available, as shown by the evident decline in flows towards Bitcoin ETFs.
#bitcoin #btc #Glassnode #etf
$BTC

🕵️‍♂️Glassnode report: Bitcoin's recent crash caused a $520 million investment loss, and analysts will help you "clear the fog" to see the truth

In its latest weekly report, Glassnode, an on-chain analysis agency, pointed out that in a recent market crash, Bitcoin investors lost a total of $520 million. What exactly caused this phenomenon? Let's analyze and interpret it together.

In its latest weekly report, Glassnode analyzed the recent trend of Bitcoin's "actual losses". What is "actual loss"? Simply put, it is the total loss realized by BTC investors through selling every day, that is, by comparing the historical transaction price of each BTC token, if the previous selling price is higher than the current selling price, it is judged as a loss.

As can be seen from the chart, this indicator rose sharply at the beginning of this month, causing investors to lose a total of $520 million. The main reason behind this loss was that the price of Bitcoin plummeted to $93,000. This is one of the biggest events in the current cycle, second only to the peak amount of $1.3 billion in yen carry trade liquidation.

However, from a historical cycle perspective, this large-scale loss realization is actually a good thing for Bitcoin. Because in this case, Bitcoin tends to transfer from those investors who can't hold it to those who are willing to hold it for a long time. These long-term investors are more willing to hold, so the selling pressure will gradually disappear and the price of Bitcoin will slowly stabilize.

Therefore, although the loss this time looks scary in terms of the dollar amount, if measured in BTC, it is actually within the standard range of the cycle. In other words, this situation is not the first time in the history of Bitcoin.

As of now, the price of Bitcoin is still hovering around $97,800, with no obvious upward or downward trend. The market is still waiting for the next signal.

In summary, Glassnode's analysis believes that although this Bitcoin crash has caused many investors to suffer heavy losses, history tells us that this time may be a good opportunity for the market to adjust.

💬 Do you agree with Glassnode's analysis? What do you think will happen to Bitcoin next? See you in the comments section!

#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

📊🤔 $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.

💸 According to #glassnode , more than 1 million #BTC were traded in a price range of around $42,500.

This price level could become a significant support level.

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

#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

#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

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 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