Neutral
USDC
YesterdayAI agents can now use Glassnode data via x402. On-chain, derivatives, ETF metrics and more, paid per call from your @coinbase USDC balance. Set up your agent now: https://t.co/yZBuxGlajm https://t.co/cjUcp2T4zD
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Digital asset data, analytics, and research. https://t.co/VrKU3mBzsv https://t.co/oQcrlZNkPF
Sentiment timeline shows relative sentiment within this analyst's history. A perma-bull showing 8 bullish : 2 bearish in a bear market sets that as their baseline. If you notice any errors, claim @glassnode to submit corrections.
AI agents can now use Glassnode data via x402. On-chain, derivatives, ETF metrics and more, paid per call from your @coinbase USDC balance. Set up your agent now: https://t.co/yZBuxGlajm https://t.co/cjUcp2T4zD
View original →This is the first bitcoin:native bear market that never closed below the Realized Price. This means that the average BTC holder stayed in profit this entire time. More on the next levels, sell pressure and ETF flows in this week's Week On-chain 👇 https://t.co/pcgsLKODEe https://t.co/iN6qi3kDVK
View original →Strategy Watch is our monthly read on fund performance, capital flows, and allocator positioning across digital assets, produced with @CIG_Crypto Edition #8 is live now👇 https://t.co/vmYQXXpW2j https://t.co/ugPpE6iM0R
View original →Only 9 of the top 50 altcoins have beaten bitcoin:native since its all-time high. ZEC leads by a wide margin, up 14x against Bitcoin. HYPE, XMR and NEAR follow at 2–3x. https://t.co/HDAbtE4XRW
View original →Holders are realizing profits on bitcoin:native. However, the amounts remain relatively low, with $5.1B in net profit realized over the last 7 days. They look closer to late 2023 levels than to what we saw at major tops. https://t.co/81kh3WHCoG
View original →Short-term bitcoin:native holders are back above the sell line. Nevertheless, profit taking has stayed light. More on this topic, as well as the levels to watch in this week's Week On-chain. 👇 https://t.co/45mVvjmiDP https://t.co/iN6qi3kDVK
View original →Bitcoin is back above the levels that held it down all year. Our new Week On-chain report maps where it could go next. https://t.co/7Q3yvRoPPz
View original →The four-year cycle playbook many relied on has not worked for this $BTC bear. At this point, the last three were more than twice as deep and weeks from their lows. This one is 30% below its high and rising. A late drop to their depth looks less likely by the week. https://t.co/mEa8TUDc2T
View original →Your AI agent can now buy Glassnode data. x402 pays from your @coinbase balance via Coinbase for Agents, or your USDC wallet. Try : "Use Glassnode data to tell me if the Bitcoin market is overheated" https://t.co/yZBuxGlajm https://t.co/heYzoR8bQC
View original →Most altcoin holders are still sitting on losses. The median coin has less than a quarter of its supply in profit. Global market tops tend to occur once a majority of supply across the entire market is deep in profit. That point is still a long way off. https://t.co/gaVafrOBVp
View original →"BTC has reclaimed every one of its long-term moving averages. After around 300 days underneath them, this dynamic has now flipped. Holding above them is what maintains a long-term uptrend"
"A reclaim of $80.5K would put the treasuries back in profit and remove one layer of overhead supply; until then their entry is one more ceiling."
"Corporate treasuries were a big buyer through 2025, and they have stepped back. Their average entry, the Corporate Treasury Cost Basis, sits at $80.5K, about 6% above spot, so the group as a whole is under water."
"Since early November, the 30D-SMA of net flows into both Bitcoin and Ethereum ETFs has turned negative and remained so. This persistence suggests a phase of muted participation and partial disengagement from institutional allocators, reinforcing the broader liquidity contraction across the crypto market"
"This combination signals a renewed buildup in leveraged long positioning, as perpetual traders position for a potential year-end move"
"a market environment where capital concentration favors BTC"
"Perpetual futures open interest has declined from cycle highs, funding rates stayed neutral through the drawdown, and short-dated implied volatility compressed after the FOMC rather than spiking."
"Spot ETH ETFs are finally showing 'the first signs of life' after several weeks of outflows"
"Bitcoin's inability to break above $100,000 reflected a growing structural tension: Time is working against the bulls. The longer the price stayed pinned within this fragile range, the more unrealized losses accumulated, increasing the likelihood of forced selling."
"Glassnode data also showed weakening onchain conditions, thinning futures demand, and persistent sell pressure in an environment that continues to hold BTC below $100,000."
