Featured Strategy Watch #7 Our monthly analysis of strategy performance and capital flows in digital assets. We examine fund returns, structured product trends, and allocator shifts to reveal how institutional demand and exposure are evolving across crypto markets.
The Week On-chain Featured Squeeze into Supply A record short liquidation event ignited a 26% rally off the mid-August low, and real money paid for it: the strongest ETF intake of the year, coins leaving exchanges, every cohort accumulating. What stands between this recovery and the January high is one band of supply between $81K and $86K.
Market Compass Featured Market Compass: The Dollar Does the Lifting Our Market Compass snapshot: where the market stands across the macro, cycle, capital-flow, derivatives, behaviour, on-chain and rotation lenses, with the full PDF report free to download and the live dashboard updated daily.
Product & Research Featured Agentic Payments: Glassnode Data for Your AI Agent x402 brings pay-per-call on-chain data to AI agents: no API key, no subscription, no signup.
The Week On-chain Featured Green Shoots Bitcoin's bottom is still building, but its character is shifting. Long-term holder capitulation is cooling, buyers absorbed the June lows, and price is climbing back toward the levels that capped it
Product & Research Featured Orderbook Data Live on Glassnode Aggregated orderbook metrics for spot markets are live on Glassnode, starting with Binance and Coinbase across the most liquid BTC and ETH pairs.
Product & Research Featured Glassnode on Snowflake: Digital Asset Data Delivered Directly to your Warehouse Access Glassnode data directly in your warehouse. Query 800+ metrics across 1,700+ assets with full historical depth and point-in-time data.
Product & Research Featured Aggregate Analysis Beyond Price: Glassnode Global Metrics We just launched a suite of continuous, rebalanced multi-asset indices for aggregate crypto market analysis.
Bitcoin Analysis & Research Featured Measuring Bitcoin's Quantum-Exposed Supply We map Bitcoin’s quantum-exposed supply, separating structural and operational sources of public-key exposure across the network.
Market Pulse BTC Market Pulse: Week 35 Bitcoin has surged toward $80k as spot, derivatives and ETF demand accelerate. Rising activity and profitability support the move, though muted macro inflows suggest it remains tactically driven.
The Week On-chain Yields Anchor, Capitulation Grinds Elevated yields keep Bitcoin anchored near cycle lows while gold and oil rally. On-chain, price sits below both key cost bases in a shallow capitulation. Perpetual demand improves but US spot lags and volatility compresses. The bottoming process is underway, exhaustion is not.
Market Pulse BTC Market Pulse: Week 34 Bitcoin holds near $63.6k as weak spot liquidity, ETF outflows and loss realization keep conditions subdued. Stabilising capital flows suggest selling pressure may be easing, but conviction remains limited.
The Week On-chain Trigger Happy Bitcoin is wound tight between converging cost-basis levels on the quietest tape since 2019. Sellers are tiring and buyers are absent, yet leverage has already pulled the trigger on a recovery the data does not yet support.
Market Pulse BTC Market Pulse: Week 33 Bitcoin has stabilised near $65k, with stronger taker demand, robust institutional inflows and easing downside hedging. However, subdued spot liquidity and weak on-chain activity suggest the recovery remains tentative.
The Week On-chain Priced For Nothing, Reacting To Everything Global markets broke to records while Bitcoin stood still. This edition traces that stillness: a theft the market slept through, bottom signals arriving through boredom rather than capitulation, and an options market priced for nothing while sentiment reacts to everything.
Market Pulse BTC Market Pulse: Week 32 Bitcoin has slipped to ~$62.6k as spot demand remains weak and derivatives stay defensive. Stronger on-chain activity, resilient holders and ETF inflows offer support, but conviction remains muted.
The Week On-chain Paid to Wait Treasuries out-yield the crypto carry trade for only the second time on record, and the downstream surfaces have gone quiet with it: spot volume at its lowest since 2019, exchange flows becalmed, the offer side of the book thinned out. The drawdown is shallow, and short of its predecessors' clock.
Market Pulse BTC Market Pulse: Week 31 Bitcoin rebounded from $64K to $65.1K but remains range-bound. Softer leverage, ETF outflows and muted on-chain activity signal cautious consolidation despite resilient holders.
Strategy Watch #6 Our monthly analysis of strategy performance and capital flows in digital assets. We examine fund returns, structured product trends, and allocator shifts to reveal how institutional demand and exposure are evolving across crypto markets.
The Week On-chain Optimism Meets Overhead Shorts have folded, hedges are off, and ETF flows have flipped positive, the strongest positioning shift of the year. The rally it fuels is now arriving at the supply walls that define this bear market, and what happens at the Short-Term Holder Cost Basis decides what the squeeze becomes.
Market Pulse BTC Market Pulse: Week 30 $BTC is consolidating near $64.5K, supported by strong profitability and stable derivatives. Rising hot capital and sell-side pressure, however, leave the market increasingly sensitive to volatility.
Market Vectors The Altcoin Vector #63 This week's professional-grade insights into crypto's most volatile frontier. Identify high-conviction setups across altcoin markets with this exclusive weekly report.
Market Vectors The Bitcoin Vector #64 Built by Swissblock, in collaboration with Willy Woo. Presented by Glassnode.
Market Pulse BTC Market Pulse: Week 29 BTC recovered toward $64K, but weak spot participation and subdued on-chain activity suggest the move lacks broad conviction. Institutions are returning, while options remain defensive.
