Binance Square

glassnode

217,651 views
342 Discussing
Fualnguyen
--
From #Glassnode With the spot price trading around $86.4K, the key on-chain price models have now shifted slightly: 🔴 STH Cost Basis: $101.8K 🟡 Active Investors Mean: $87.9k --- Spot Price: $86.4K --- 🟢True Market Mean: $81.3K 🔵 Realized Price: $56.3K Overall, with the spot price hovering just below the Active Investors Mean and still well above the True Market Mean and Realized Price, this suggests the market is in a fragile equilibrium—short-term holders remain under pressure, while long-term structure has not yet broken 💪 {future}(BTCUSDT) {future}(ETHUSDT) {future}(BNBUSDT)
From #Glassnode

With the spot price trading around $86.4K, the key on-chain price models have now shifted slightly:

🔴 STH Cost Basis: $101.8K
🟡 Active Investors Mean: $87.9k
--- Spot Price: $86.4K ---
🟢True Market Mean: $81.3K
🔵 Realized Price: $56.3K

Overall, with the spot price hovering just below the Active Investors Mean and still well above the True Market Mean and Realized Price, this suggests the market is in a fragile equilibrium—short-term holders remain under pressure, while long-term structure has not yet broken 💪
See original
Data #Glassnode shows that most sectors #الكريبتو performed weaker than Bitcoin over the last 3 months: 📉 Performance: BTC: ‎–26% ETH: ‎–36% AI Tokens: ‎–48% Memecoins: ‎–56% Alternative currencies are still moving with higher volatility and stronger declines, and this confirms weak demand and low risk appetite compared to Bitcoin #BTC
Data #Glassnode shows that most sectors #الكريبتو performed weaker than Bitcoin over the last 3 months:
📉 Performance:
BTC: ‎–26%
ETH: ‎–36%
AI Tokens: ‎–48%
Memecoins: ‎–56%
Alternative currencies are still moving with higher volatility and stronger declines, and this confirms weak demand and low risk appetite compared to Bitcoin #BTC
$BTC /USDT $ETH /USDT Glassnode data shows that nearly every major crypto sector has underperformed Bitcoin over the past 3 months. 📉 Performance Overview: • BTC: –26% • ETH: –36% • AI tokens: –48% • Memecoins: –56% Altcoins continue to show much higher downside volatility, highlighting weaker demand and reduced risk appetite compared to Bitcoin. #Glassnode #WriteToEarnUpgrade #TrumpTariffs #CPIWatch
$BTC /USDT
$ETH /USDT

Glassnode data shows that nearly every major crypto sector has underperformed Bitcoin over the past 3 months.

📉 Performance Overview:
• BTC: –26%
• ETH: –36%
• AI tokens: –48%
• Memecoins: –56%

Altcoins continue to show much higher downside volatility, highlighting weaker demand and reduced risk appetite compared to Bitcoin.
#Glassnode
#WriteToEarnUpgrade
#TrumpTariffs
#CPIWatch
--
Bullish
See original
Despite the price decline, Bitcoin continues to prove its relative strength within the crypto market. According to Glassnode data, the price of BTC has dropped by about 26% over the last three months, yet it has outperformed most other market sectors. In contrast, it recorded: Ethereum a deeper decline of about -36% AI tokens losses reaching -48% Meme coins were the most affected with a decline of nearly -56% This performance clearly reflects that investors tend to gravitate towards stronger and more liquid havens during correction periods, as Bitcoin maintains its position as a leading and relatively less volatile asset compared to the rest of the market. It also indicates that capital exits high-risk sectors first before leaving Bitcoin itself. #Bitcoin #BTC #CryptoMarket #Glassnode #altcoins {spot}(BTCUSDT)
Despite the price decline, Bitcoin continues to prove its relative strength within the crypto market.
According to Glassnode data, the price of BTC has dropped by about 26% over the last three months, yet it has outperformed most other market sectors.

In contrast, it recorded:

Ethereum a deeper decline of about -36%

AI tokens losses reaching -48%

Meme coins were the most affected with a decline of nearly -56%

This performance clearly reflects that investors tend to gravitate towards stronger and more liquid havens during correction periods, as Bitcoin maintains its position as a leading and relatively less volatile asset compared to the rest of the market. It also indicates that capital exits high-risk sectors first before leaving Bitcoin itself.

#Bitcoin #BTC #CryptoMarket
#Glassnode #altcoins
🏦 Institutional #Bitcoin holdings have reached 5.94 million $BTC , now accounting for over 30% of the total circulating supply 🔥 📊 Includes: Public companies Governments U.S. Spot Bitcoin ETFs The big players are locking up supply — liquidity is drying up fast. 💎✋ #Bitcoin #Institutions #ETFs #Glassnode
🏦 Institutional #Bitcoin holdings have reached 5.94 million $BTC ,
now accounting for over 30% of the total circulating supply 🔥

📊 Includes:

Public companies

Governments

U.S. Spot Bitcoin ETFs

The big players are locking up supply — liquidity is drying up fast. 💎✋

#Bitcoin #Institutions #ETFs #Glassnode
🔥 BULLISH SIGNAL ALERT: Bitcoin Supply Shock Is REAL 🚀 Institutional accumulation is reaching historic levels. According to Glassnode, institutions now hold ~5.94 MILLION BTC — nearly 30% of Bitcoin’s circulating supply 😳 This includes holdings across: • 🏦 Exchanges • 📈 Spot ETFs • 🏢 Public companies • 🌍 Governments 💡 Why this is HUGE: When long-term holders and institutions lock up supply, available BTC on the open market shrinks. Less supply + steady (or rising) demand = price pressure to the upside 📊 🔍 What this means for the market: ✅ Strong long-term conviction ✅ Reduced sell pressure ✅ Higher probability of supply shock ✅ Retail usually arrives after institutions Smart money is already positioned. The question is… are you? 👀 🔁 Share if you’re bullish ❤️ Like if you believe Bitcoin is heading higher 💬 Comment: Is this the start of the next major leg up? #Bitcoin #CryptoNews #SupplyShock #Bullish #Glassnode $BTC {spot}(BTCUSDT)
🔥 BULLISH SIGNAL ALERT: Bitcoin Supply Shock Is REAL 🚀

Institutional accumulation is reaching historic levels. According to Glassnode, institutions now hold ~5.94 MILLION BTC — nearly 30% of Bitcoin’s circulating supply 😳

This includes holdings across:
• 🏦 Exchanges
• 📈 Spot ETFs
• 🏢 Public companies
• 🌍 Governments

💡 Why this is HUGE:
When long-term holders and institutions lock up supply, available BTC on the open market shrinks. Less supply + steady (or rising) demand = price pressure to the upside 📊

🔍 What this means for the market:
✅ Strong long-term conviction
✅ Reduced sell pressure
✅ Higher probability of supply shock
✅ Retail usually arrives after institutions

Smart money is already positioned. The question is… are you? 👀

🔁 Share if you’re bullish
❤️ Like if you believe Bitcoin is heading higher
💬 Comment: Is this the start of the next major leg up?

#Bitcoin #CryptoNews #SupplyShock #Bullish #Glassnode $BTC
Cryptowolf-P:
888
🔥 BULLISH: Institutional #Bitcoin holdings have reached ~5.94M $BTC , nearly 30% of the circulating supply! 💥 Held across exchanges, ETFs, public companies, and governments — the big players are all in. ⚡️🚀 #bitcoin #BTC #institutions #Glassnode {future}(BTCUSDT)
🔥 BULLISH: Institutional #Bitcoin holdings have reached ~5.94M $BTC , nearly 30% of the circulating supply! 💥

Held across exchanges, ETFs, public companies, and governments — the big players are all in. ⚡️🚀
#bitcoin #BTC #institutions #Glassnode
--
Bullish
Top stories of the day: Analysis: Bitcoin Options Worth $23.8 Billion Set to Expire in December Bitcoin May Strengthen After Policy Pressure Release, Says #Glassnode Co-Founder Bitcoin Spot Price Pressured by Long-Term Holders' Options Strategy #Bitmine Approaches 4% of Ethereum Supply, Plans to Retain Holdings XRP Sentiment Turns Bullish Amid ETF Inflows and Market Developments Source: #BinanceNews / Bitdegree / Coindesk / Coinmarketcap / Cointelegraph / Decrypt "Place a trade with us via this post mentioned coin's & do support to reach maximum audience by follow, like, comment, share, repost, more such informative content ahead" $BTC $ETH $XRP {future}(BTCUSDT) {future}(ETHUSDT) {future}(XRPUSDT)
Top stories of the day:

Analysis: Bitcoin Options Worth $23.8 Billion Set to Expire in December

Bitcoin May Strengthen After Policy Pressure Release, Says #Glassnode Co-Founder

Bitcoin Spot Price Pressured by Long-Term Holders' Options Strategy

#Bitmine Approaches 4% of Ethereum Supply, Plans to Retain Holdings

XRP Sentiment Turns Bullish Amid ETF Inflows and Market Developments

Source: #BinanceNews / Bitdegree / Coindesk / Coinmarketcap / Cointelegraph / Decrypt

"Place a trade with us via this post mentioned coin's & do support to reach maximum audience by follow, like, comment, share, repost, more such informative content ahead"

$BTC $ETH $XRP

THE $BTC CRASH ALERT IS LIVE! Glassnode just screamed. Their risk bands are glowing blood red. $BTC is now dangerously close to the exact cost-basis levels that triggered massive sell-offs in every past cycle. This market is stretched to its breaking point. Buyers have vanished. The pressure is immense. History is about to repeat itself. Act now or face the consequences. This is not a drill. This is not financial advice. Trade at your own risk. #BTC #CryptoAlert #MarketCrash #Urgent #Glassnode 🚨 {future}(BTCUSDT)
THE $BTC CRASH ALERT IS LIVE!
Glassnode just screamed. Their risk bands are glowing blood red. $BTC is now dangerously close to the exact cost-basis levels that triggered massive sell-offs in every past cycle. This market is stretched to its breaking point. Buyers have vanished. The pressure is immense. History is about to repeat itself. Act now or face the consequences. This is not a drill.
This is not financial advice. Trade at your own risk.
#BTC #CryptoAlert #MarketCrash #Urgent #Glassnode
🚨
The BTC Supply Shock Is Here: Institutions Now Own 29.8% 🤯 This Glassnode data demands attention. A staggering 29.8% of the total circulating $BTC supply—nearly 5.94 million coins—is now held by large institutions. This is a massive structural shift compared to previous cycles. US Spot BTC ETFs alone have vacuumed up 1.31 million BTC, while listed corporations hold another 1.07 million. The trend is undeniable: $BTC liquidity is consolidating. This financialization means Bitcoin is transitioning from a retail speculation tool into a strategic, treasury-grade asset. The immediate consequence is a shrinking floating supply. When $BTC sits in a government or corporate treasury, it is off the market, making future price movements significantly sharper. Retail is no longer the long-term trend driver; we are now reacting to institutional capital flow. The rules of the game have changed for $BTC, and this structural shift will inevitably impact assets like $ETH as well. 📈 #Bitcoin #CryptoAnalysis #BTC #Glassnode 🚀 {future}(BTCUSDT) {future}(ETHUSDT)
The BTC Supply Shock Is Here: Institutions Now Own 29.8% 🤯

This Glassnode data demands attention. A staggering 29.8% of the total circulating $BTC supply—nearly 5.94 million coins—is now held by large institutions. This is a massive structural shift compared to previous cycles. US Spot BTC ETFs alone have vacuumed up 1.31 million BTC, while listed corporations hold another 1.07 million. The trend is undeniable: $BTC liquidity is consolidating. This financialization means Bitcoin is transitioning from a retail speculation tool into a strategic, treasury-grade asset. The immediate consequence is a shrinking floating supply. When $BTC sits in a government or corporate treasury, it is off the market, making future price movements significantly sharper. Retail is no longer the long-term trend driver; we are now reacting to institutional capital flow. The rules of the game have changed for $BTC , and this structural shift will inevitably impact assets like $ETH as well. 📈

#Bitcoin #CryptoAnalysis #BTC #Glassnode 🚀
--
Bullish
🚨 BITCOIN TREASURIES SURGE ~450% According to Glassnode, public and private companies now collectively hold 1.08M $BTC , marking a ~5.5x increase from just 197K $BTC in January 2023. This massive accumulation highlights institutional confidence in Bitcoin as a strategic treasury asset, with corporates increasingly viewing it as a hedge against inflation and a store of value. $BTC The trend could reshape market dynamics, as fewer BTC are available on exchanges, potentially increasing scarcity and driving long-term price pressure. #bitcoin #BTC #CryptoTreasury #Glassnode {spot}(BTCUSDT)
🚨 BITCOIN TREASURIES SURGE ~450%

According to Glassnode, public and private companies now collectively hold 1.08M $BTC , marking a ~5.5x increase from just 197K $BTC in January 2023.

This massive accumulation highlights institutional confidence in Bitcoin as a strategic treasury asset, with corporates increasingly viewing it as a hedge against inflation and a store of value.
$BTC
The trend could reshape market dynamics, as fewer BTC are available on exchanges, potentially increasing scarcity and driving long-term price pressure.

#bitcoin #BTC #CryptoTreasury #Glassnode
🚨 BITCOIN TREASURIES UP ~450% 🚨 Glassnode data shows public and private companies now hold 1.08M $BTC, a ~5.5x increase from 197K $BTC since January 2023. $BTC #BTC #Glassnode
🚨 BITCOIN TREASURIES UP ~450% 🚨

Glassnode data shows public and private companies now hold 1.08M $BTC , a ~5.5x increase from 197K $BTC since January 2023.
$BTC #BTC #Glassnode
See original
Every time there is a crash, it's like a hydroelectric dam releasing floodwaters But during price increases, it's like those light drizzles, barely wetting the passersby 😄 Especially observe the price area $88,000 to see how it reacts. This is also the price level that has been suggested at #Glassnode in recent times to maintain the long-term upward trend of BTC prices. At this sensitive price range, if it crashes 4,000 - 5,000 in one hour like in previous instances, then you understand how high the scenario #thebigshort might go! {future}(BTCUSDT) {future}(ETHUSDT) {future}(BNBUSDT)
Every time there is a crash, it's like a hydroelectric dam releasing floodwaters
But during price increases, it's like those light drizzles, barely wetting the passersby 😄

Especially observe the price area $88,000 to see how it reacts. This is also the price level that has been suggested at #Glassnode in recent times to maintain the long-term upward trend of BTC prices.

At this sensitive price range, if it crashes 4,000 - 5,000 in one hour like in previous instances, then you understand how high the scenario #thebigshort might go!
1 Million Bitcoin vanished into corporate balance sheets The quietest revolution in crypto is happening on corporate balance sheets. Since January 2023, the total $BTC held by public and private companies has exploded from 197,000 to over 1.08 million BTC. That is a structural accumulation increase of 448%. This isn't speculative short-term trading; this is enterprise-level hedging and asset allocation. Corporate treasuries are rapidly evolving into the third major pillar of demand, rivaling ETFs and miners. When a company decides to anchor $BTC on its books, that supply is effectively removed from the market indefinitely. This deep, sticky institutional demand fundamentally alters the supply shock narrative moving forward. The market is slowly realizing that major corporate adoption is the ultimate long-term catalyst. Not financial advice. Trade carefully. #BTC #SupplyShock #Glassnode #Macro 🧐 {future}(BTCUSDT)
1 Million Bitcoin vanished into corporate balance sheets

The quietest revolution in crypto is happening on corporate balance sheets. Since January 2023, the total $BTC held by public and private companies has exploded from 197,000 to over 1.08 million BTC.

That is a structural accumulation increase of 448%. This isn't speculative short-term trading; this is enterprise-level hedging and asset allocation. Corporate treasuries are rapidly evolving into the third major pillar of demand, rivaling ETFs and miners. When a company decides to anchor $BTC on its books, that supply is effectively removed from the market indefinitely. This deep, sticky institutional demand fundamentally alters the supply shock narrative moving forward. The market is slowly realizing that major corporate adoption is the ultimate long-term catalyst.

Not financial advice. Trade carefully.
#BTC #SupplyShock #Glassnode #Macro
🧐
The 1 Million BTC Corporate Coup Is Complete The quietest revolution in finance is underway. Glassnode data confirms that public and private companies now collectively hoard an astronomical 1.08 million $BTC.This is not mere diversification; it is a strategic land grab. Since early 2023, corporate vaults have swelled by a monumental 448%. Think about the scale: Major players like $MSTR, Tesla, and Metaplanet are not treating Bitcoin as a volatile asset, but as the ultimate digital reserve. When these titans shift their treasuries, they are effectively removing coin supply from the open market permanently. This continuous absorption means the available float is shrinking fast. The race for irreversible financial dominance is on, and the institutions are winning the supply war. This is not financial advice. #BTC #SupplyShock #InstitutionalAdoption #Glassnode #Macro 📈 {future}(BTCUSDT)
The 1 Million BTC Corporate Coup Is Complete

The quietest revolution in finance is underway. Glassnode data confirms that public and private companies now collectively hoard an astronomical 1.08 million $BTC.This is not mere diversification; it is a strategic land grab. Since early 2023, corporate vaults have swelled by a monumental 448%. Think about the scale: Major players like $MSTR, Tesla, and Metaplanet are not treating Bitcoin as a volatile asset, but as the ultimate digital reserve.

When these titans shift their treasuries, they are effectively removing coin supply from the open market permanently. This continuous absorption means the available float is shrinking fast. The race for irreversible financial dominance is on, and the institutions are winning the supply war.

This is not financial advice.
#BTC #SupplyShock #InstitutionalAdoption #Glassnode #Macro 📈
See original
Glassnode published a weekly market commentary indicating that despite Bitcoin bouncing back to around $94,000, the market is still not fully optimistic. Market momentum has improved and trading volume has increased, but the spot CVD (Cumulative Volume Delta, its primary role is to measure the net difference in trading volume between buyers and sellers in the market) and open futures contracts have decreased, indicating potential increased selling pressure. Meanwhile, options trading shows demand for hedging against downside risks, while ETF flows indicate weak demand in the market. Overall, Bitcoin shows early signs of recovery momentum, but market sentiment and positions remain cautious, suggesting that the market is still rebuilding confidence after recent volatility. $MMT {future}(MMTUSDT) $BTC {future}(BTCUSDT) #Glassnode #CVD #IbrahimMarketIntelligence
Glassnode published a weekly market commentary indicating that despite Bitcoin bouncing back to around $94,000, the market is still not fully optimistic. Market momentum has improved and trading volume has increased, but the spot CVD (Cumulative Volume Delta, its primary role is to measure the net difference in trading volume between buyers and sellers in the market) and open futures contracts have decreased, indicating potential increased selling pressure. Meanwhile, options trading shows demand for hedging against downside risks, while ETF flows indicate weak demand in the market.
Overall, Bitcoin shows early signs of recovery momentum, but market sentiment and positions remain cautious, suggesting that the market is still rebuilding confidence after recent volatility.
$MMT
$BTC
#Glassnode
#CVD
#IbrahimMarketIntelligence
See original
Glassnode: the volume of ether on exchanges has dropped to a local minimum.According to Glassnode, as of December 8, 2025, Ethereum reserves on centralized exchanges have fallen to 13.47 million $ETH — the lowest level since November 2016. Over the past 30 days, investors have withdrawn more than 850,000 ETH from the platforms, continuing the trend that has been ongoing since the transition to Proof-of-Stake in 2022. This outflow is traditionally considered a bullish signal: holders are moving coins to cold wallets, staking contracts, or L2 solutions (Arbitrum, Optimism, Base). Currently, 34.7 million ETH (28.9% of the total supply) is locked in staking, and the volume in DeFi protocols exceeds $118 billion.

Glassnode: the volume of ether on exchanges has dropped to a local minimum.

According to Glassnode, as of December 8, 2025, Ethereum reserves on centralized exchanges have fallen to 13.47 million $ETH — the lowest level since November 2016. Over the past 30 days, investors have withdrawn more than 850,000 ETH from the platforms, continuing the trend that has been ongoing since the transition to Proof-of-Stake in 2022.

This outflow is traditionally considered a bullish signal: holders are moving coins to cold wallets, staking contracts, or L2 solutions (Arbitrum, Optimism, Base). Currently, 34.7 million ETH (28.9% of the total supply) is locked in staking, and the volume in DeFi protocols exceeds $118 billion.
ETH Fee Collapse: We Just Hit a 2017 Low. The latest Glassnode data confirms a major structural shift in network usage. The 90-day Simple Moving Average for total daily settlement fees on $ETH has cratered below 300 ETH/day. This level of fee depression has not been observed since July 2017. This is not a bullish indicator for short-term network health. While low fees are beneficial for end-users, this historical floor signals severely reduced demand for block space and settlement transactions. It directly impacts validator revenue and reflects a deep, sustained lull in activity across decentralized finance (DeFi) and NFT markets. The underlying health of the Ethereum ecosystem, often masked by macro $BTC trends, is currently sitting on a seven-year low in terms of core utility monetization. This is not financial advice. #Ethereum #OnChain #Glassnode #CryptoAnalysis #DeFi 📉 {future}(ETHUSDT) {future}(BTCUSDT)
ETH Fee Collapse: We Just Hit a 2017 Low.

The latest Glassnode data confirms a major structural shift in network usage. The 90-day Simple Moving Average for total daily settlement fees on $ETH has cratered below 300 ETH/day. This level of fee depression has not been observed since July 2017.

This is not a bullish indicator for short-term network health. While low fees are beneficial for end-users, this historical floor signals severely reduced demand for block space and settlement transactions. It directly impacts validator revenue and reflects a deep, sustained lull in activity across decentralized finance (DeFi) and NFT markets. The underlying health of the Ethereum ecosystem, often masked by macro $BTC trends, is currently sitting on a seven-year low in terms of core utility monetization.

This is not financial advice.
#Ethereum
#OnChain
#Glassnode
#CryptoAnalysis
#DeFi
📉
Login to explore more contents
Explore the latest crypto news
⚡️ Be a part of the latests discussions in crypto
💬 Interact with your favorite creators
👍 Enjoy content that interests you
Email / Phone number