glassnode

According to Glassnode, today’s market structure looks uncomfortably similar to early 2022, right before the last crypto winter fully set in.
But here’s the twist 👀 this time, traders are smarter, leaner, and more risk-aware.

Let’s break it downno jargon, no drama.

🧠 First Things First: What Happened in Early 2022?

Early 2022 was that phase where:

Prices weren’t crashing yet… but hope was draining

Volumes dried up

Rallies kept failing

Longterm holders started feeling pain

Basically:

> The market didn’t scream “bear market”… it whispered it.

Sound familiar?

📊 What Glassnode Is Seeing Now (Simply Explained)

🔹 1. Weak Demand, Strong Patience

On-chain data shows:

Fewer aggressive buyers

More long-term holders refusing to panic sell

💡 Translation: Conviction is high, excitement is low.

🔹 2. Realized Price Pressure

When price hovers near or below Realized Price:

New buyers feel trapped

Old holders test their patience

This is classic late-cycle fatigue, seen clearly in early 2022.

🔹 3. Volume = 💤

Low on-chain and spot volumes mean:

Fewer gamblers

Mostly serious money at the table

Historically, this is what markets look like before a big move—up or down.

🎓 Mini Tutorial: How to Trade a “Crypto Winter-Like” Market

✅ Step 1: Stop Overtrading

Sideways + low volume = chop.
Chop eats accounts.

👉 Trade less, plan more.

✅ Step 2: Watch These 3 Metrics

You don’t need 20 indicators—just these:

📍 Realized Price – market stress level
📍 Supply in Loss – pain = opportunity (eventually)
📍 Stablecoin Dominance – capital waiting or exiting?

✅ Step 3: Think in Scenarios, Not Predictions

Instead of “BTC will go up/down”:

If price reclaims key levels → scale in

If support breaks → protect capital#Glassnode
#CryptoWinter #Bitcoin #BinanceSquare #Web3Insights
Pros trade conditions, not opinions.
$BTC
$ETH

Glassnode: Market Signals Resemble Early 2022 Crypto Winter

A brief breakdown of Glassnode’s latest report showing declining risk appetite across derivatives and ETF flows.

Glassnode’s latest weekly report points to market conditions that resemble the early phase of the 2022 crypto winter. Since November, open interest has steadily declined, suggesting reduced risk appetite after the October volatility spike. Options data also shows a cautious tone: earlier in the week, put options dominated as Bitcoin touched the $80,000 level. As prices stabilized, activity shifted toward call options, indicating less panic but still limited conviction.

Funding rates across perpetual contracts remain mostly neutral, and premiums have narrowed significantly. At the same time, ETF demand continues to weaken. IBIT recorded six consecutive weeks of outflows, totaling over $2.7 billion in the past five weeks — its longest negative streak since launching in early 2024.

These indicators suggest a more balanced but cautious environment, with traders avoiding aggressive leverage.

#Glassnode #Derivatives #Write2Earn

Sentiment and risk appetite trend analysis.

Disclaimer: Not financial advice.
$BTC
$ETH
$BNB

Bitcoin just hit the kill zone.

The Glassnode risk bands are flashing red, indicating that BTC has entered a structural pressure zone. This is not a drill. We are now trading dangerously close to the historical cost-basis levels that marked the beginning of serious corrections in previous cycles. These bands function as a highly sensitive barometer, signaling exactly when the market is stretched and when institutional buyers begin to pull back their aggression. This signal is critical for $BTC and, by extension, sets the stage for the short-term trajectory of $ETH. When these foundational metrics light up, it demands attention. The smart money is watching liquidity evaporate right here.

This is not financial advice.
#OnChainAnalysis #BTC #MarketCycles #Glassnode #Crypto
🚨

Bitcoin has largely stayed glued to its long-standing power law trend this cycle, but it now sits ~32% below the model, marking one of the steepest discounts in years.

Earlier valuation frameworks, such as Stock-to-Flow, have already broken down. If S2F were still any good, bitcoin’s “fair value” today would be around $1.3M per BTC — a number showing just how far that model drifted from reality.

The unusual thing about this cycle is how tight bitcoin has stuck to the power law curve. In the past, BTC overshot the model in bull markets and fell far below it in bears. This time around, price has moved almost in rhythm with the model's trajectory.

In itself, the power law framework is simple: over long periods, the price of bitcoin has followed a power law distribution on a log scale-a relationship between time and price growth. But it's still a backward-looking lens, built on historical patterns-not a guarantee of future performance.

For now, the model implied value hovers near $118K, against BTC trading below $90K, holding spot some 32% under trend. The last time we saw such a wide deviation was the yen carry trade unwind in August 2024, when the gap reached 35% and took three months to rebalance.

Zooming out, this cycle has been remarkably stable relative to the model. Previous cycles saw huge overextensions — both euphoric blow-offs and deep capitulations. Today's environment is more muted.

And with S2F discredited fairly conclusively (Glassnode's implied valuation shows just how far off it is), power law is the last major long-term valuation framework in widespread use.

The big question now:

Does bitcoin mean-revert back toward the power law trend or finally break another long-standing model?

Either outcome would carry major implications for how the market values BTC's long-term trajectory.

#Bitcoin #CryptoMarkets #PowerLaw $BTC

The Silent BTC Move That Precedes Fireworks

The market feels quiet, but beneath the surface, the data is screaming. Glassnode’s Trend Score for $BTC has reached a critical threshold, signaling a rare and massive accumulation phase. What makes this signal so powerful is its universality: institutional whales and the smallest retail players are simultaneously adding to their stacks. Historically, when this level of synchronized conviction appears, it often marks the quiet period right before a major market reversal or the ignition point of the next significant rally. This isn't just a random spike; it reflects deep structural belief in the long-term trajectory of $BTC . The groundwork is being laid now.

This is not financial advice.
#BTC #CryptoAnalysis #Glassnode #MarketReversal #OnChain
🧐

Whales and Retail Just Formed A Buying Supernova

Glassnode just dropped the hammer. Their Trend Score is screaming pure, unadulterated $BTC accumulation. This isn't just whales buying; every single investor group, from the smallest wallet to the biggest player, is stacking sats. Historically, when we see this synchronized move, it means one thing: the market is ready to flip or the current rally is about to go parabolic. Get ready for the inevitable heat check on $BTC .This is not financial advice.
#Crypto #Bitcoin #OnChain #Glassnode #MarketReversal 🔥

BTC Capitulation Signal Just Fired A 50% Rocket Fuel Warning

We are witnessing a monumental shift in market structure, confirmed by Glassnode’s core on-chain data.

The Bitcoin Capitulation Metric—a measure of realized losses across the network—just registered a new all-time high. For the seasoned investor, this is not a moment for panic; it is historically the final, brutal shakeout before major expansion. The weak hands have been purged, and the supply held by long-term holders is consolidating.

The last time this specific metric printed at these extreme levels, $BTC subsequently rallied by over 50% in the following months. This deep consolidation builds the foundation for the next major movement. While $ETH and the rest of the altcoin market will follow, the primary indicator shows the deepest pain is likely already behind us. Pay close attention to the supply dynamics forming now, as the market prepares to reverse the current trend.

This is not financial advice. Do your own research.
#OnChain
#BTC
#Crypto
#Glassnode
🧠

Bitcoin’s latest drop triggered the biggest spike in realized losses since the FTX collapse.

Glassnode data shows short term holders absorbed most of the impact while long term holders stayed relatively steady.

It highlights stress in the near term and stronger conviction in older wallets.

$BTC

#bitcoin #Markets #Glassnode

🚨 BTC Shakeout Hits Hard!
The recent dip sparked the largest wave of realized losses since the FTX meltdown.
📉 Short-term players took the main hit, panicking out of the market.
🔒 Meanwhile, long-term holders barely moved showing iron-clad conviction.

A storm for the new… calm for the seasoned.
$BTC #bitcoin #Glassnode #markets

Bitcoin’s recent decline has triggered the largest spike in realized losses since the FTX collapse.

According to Glassnode, short-term holders bore most of the impact, while long-term holders remained relatively steady. This underscores near-term stress in the market, alongside strong conviction among older wallets.

$BTC
#Bitcoin #Markets #Glassnode
#CPIWatch #CryptoIn401k

#bitcoin WHALES INCREASED STOCKS 🐳

The Bitcoin Accumulation Index of #Glassnode is nearing its peak 📈, indicating that whales and institutions are buying in heavily.

The market is showing positive developments, with capital starting to flow in more and the Crypto structure bill is also expected to be passed soon. 💰

This price drop may not last long. Grab #DCA while you can! 😉
$BTC
$BNB
$XRP

SOL Cost Basis: Defining Key Support and Breakout
The Glassnode Cost Basis Map reveals recent investor clustering, defining critical support zones:
* Investor cohorts recently acquired approximately 17.8 million SOL around the $142 USD mark. $XLM
* Another major group bought 16 million SOL around $135 USD. $DOT
These heavy accumulation points now form crucial support regions for the current price action.
However, to translate this favorable supply advantage into genuine upward momentum, SOL must not only hold but decisively reclaim the $135–$142 USD range and see a significant surge in active buyer participation across the wider market. $SUI
Will the $135–$142 range hold, and what level of buyer participation are you waiting for?
#SOL #Glassnode #CostBasis

The recent drop in Bitcoin led to the largest surge in realized losses since the FTX collapse.
Data from Glassnode shows that short-term holders absorbed most of the impact while long-term holders remained relatively stable.
Highlights the pressure in the near term and stronger conviction in older wallets.
$BTC

#bitcoin #Markets #Glassnode

The Three-Month BTC Drop Is A Lie

The latest report from Glassnode and Fasanara confirms what the smart money already knew. The brutal three-month pullback was not the start of a deep crypto winter. It was a mid-cycle reset—a necessary cleansing before the next major leg up. This cycle is fundamentally different because it is institutionally anchored. We are seeing record inflows and a continuously rising realized cap, which proves that long-term HODLers are not selling into weakness. They are accumulating. Falling volatility, paired with these metrics, suggests the market structure is maturing significantly. $BTC is consolidating, shaking out weak hands, and setting the stage for a powerful continuation. Do not mistake a healthy correction for a systemic failure.

This is not financial advice.
#BTC #CryptoCycles #Glassnode #MidCycle #Institutional
🧐

WINTER CANCELED: Why This BTC Dip Is the Ultimate Trap.

The market has been quick to scream "Crypto Winter" after the last three months of consolidation. But a deep dive into the data reveals the opposite.

The latest Glassnode and Fasanara year-end analysis confirms that this is not a bear market entry; it is a critical mid-cycle reset. This cycle is fundamentally different—it is institutionally anchored. We are seeing record inflows and a rapidly rising realized cap, suggesting that sophisticated capital is holding firm. Crucially, volatility is falling, which often signals maturation rather than capitulation.

Do not mistake a healthy consolidation for a death spiral. This $BTC structure is setting the stage for the next major leg up. The market is shaking off the weak hands before the real move begins.

This is not financial advice. Do your own research.
#BTC #CryptoAnalysis #Glassnode #MidCycle #MarketStructure
📈

According to data from Glassnode, Bitcoin has seen an addition of $732 billion in new capital during its current cycle. This influx of capital has coincided with a nearly 50% reduction in its one-year volatility. This trend is attributed to increased institutional participation and deeper market liquidity. Glassnode's Q4 Digital Assets Report, in collaboration with Fasanara Capital, indicates a shift in market structure, with larger investors playing a more significant role and contributing to a more stable trading environment. The report also highlights the rapid growth of tokenized real-world assets, which have expanded from $7 billion to $24 billion over the past year, further indicating a maturing digital asset sector.
#CryptoNewss #Glassnode #IPOWave
#realworldassets #CryptoMarket

📊 LATEST: Bitcoin added $732B in new capital this cycle, while 1-year volatility nearly halved, per #Glassnode

The Great BTC Funding Rate Capitulation

The market is talking, but the derivatives structure is screaming silence. Glassnode data confirms that the perpetual futures market has entered a state of historical calm.

Despite recent volatility, the actual cost for longs—measured by the 168-hour SMA of hourly funding fees—has plummeted. We are talking about an 87% drop, hitting a record low of $72,000 per hour.

This isn't just a dip; it's a structural reset. When leverage washes out this aggressively, it signals one of two things: total capitulation or extreme complacency. For $BTC, this quiet period is often the most dangerous time for bears, as the fuel for long liquidations has been exhausted. The market is clean. Watch $ETH for confirmation of this leverage cleansing.

Not financial advice.
#CryptoAnalyst #BTC #Glassnode #Derivatives #MarketStructure
🔮

$XRP : COLLAPSE IMMINENT?

Glassnode data screams DANGER for $XRP . Futures Open Interest CRASHED nearly 60% from 1.7B to 0.7B XRP. This is a massive flush-out. Funding rates plummeted from 0.01% to 0.001%, signaling bullish conviction VANISHED. October 10 marked the turning point. Speculators stopped betting on higher prices. Only 58.5% of $XRP supply is in profit, the lowest since Nov 2024. Despite trading at $2.15, 41.5% of supply (26.5B XRP) is underwater. This is a structurally fragile market. Late buyers are TRAPPED. The market is top-heavy. Prepare for impact.

Not financial advice. Trade at your own risk.
#XRP #CryptoNews #MarketCrash #TradingAlert #Glassnode
💥

THE 80K BTC ZONE IS A FORTRESS

Glassnode just delivered the ultimate insight into the recent market correction. Following the dip into the low $80,000s, a massive new cost basis cluster has been established, signaling aggressive accumulation by a new wave of strong hands.

This area is not just a minor support level; it has rapidly become one of the densest volume zones tracked on the heat map. For $BTC, this accumulation zone acts as a gravitational anchor. The cohort of buyers who entered at these levels will fiercely defend their position, turning the low $80,000s into a crucial, structural defense floor moving forward. This is the definition of a market resetting its foundation for the next leg up.

Not financial advice.
#BTC #OnChain #Glassnode #CryptoAnalysis #Accumulation
📈