The Week Onchain Newsletter A Capital Reset In the wake of one of the largest deleveraging events in digital asset history, the Bitcoin Realized Cap has declined such that all capital inflows since May 2021, have now been flushed out. There is an associated uptick in on-chain activity, however it lacks substantial volume follow through.
Apresentando as Métricas de Prova-de-Reserva das Corretoras As corretoras de criptomoedas têm tradicionalmente mantido segredo sobre os endereços de blockchain, participações e práticas de gerenciamento de carteira que controlam os fundos dos seus clientes. No entanto, após o colapso do FTX em novembro de 2022, isso parece ter começado a mudar. Em uma aposta por maior transparência
Bitcoin Analysis & Research Introducing Proof-of-Reserve Exchange Metrics We introduce an array of proof-of-reserve metrics to easily monitor the balances of exchanges' on-chain reserves held in self-reported addresses.
The Week Onchain Newsletter The Character of Capitulation As the dust settles after the FTX debacle, a key question is whether the sell-off can be better characterized as a simple continuation of the bearish trend, or instead a trigger of a deeper psychological shift amongst investors.
Farsi تاثیر منفی رویدادهای اخیر بر سرمایهگذاران مهم بر اساس برخی معیارهای آنچین به نظر میرسد که پس از سقوط صرافی FTX، عدهای از نهنگها و هولدرهای سرسخت تحت فشار مالی قرار گرفته و اعتماد خود را نسبت به بیتکوین از دست داده باشند.
The Week Onchain Newsletter Uncertainty Amongst Whales and Old Hands In the wake of the FTX fallout, we explore the developing trends in on-chain data, which suggest that the confidence and financial position of Whales and Bitcoin old hands have been shaken by the event.
The Week Onchain Newsletter The Fall of FTX With the devastating collapse of the FTX exchange, the digital asset industry has experienced the most shocking insolvency of a custodian since Mt Gox. In this report, we analyze the FTX bank run, seeking of safety in self-custody, and the response of Bitcoin's strongest hands.
Market Pulse Market Pulse: Vapour-liquid Equilibrium and Bitcoin Cycles In this analysis, we utilize concepts borrowed from thermodynamics, to model behaviour of Bitcoin market participants during cyclical tops and bottoms. What we seek are rapid phase changes, analogous to the transition between bull and bear market regimes.
The Week Onchain Newsletter Slowly but Surely Bitcoin faces strong resistance as it approaches several key on-chain cost basis. With very early signs pointing to a a positive shift in demand, and a convergence of market acquisition prices, the Bitcoin holder-base is slowly but surely becoming saturated by those with the strongest resolve.
Japanese サービス更新:2022年10月 10月はGlassnodeにとって非常にエキサイティングな月となった。ポートフォリオ追跡と納税管理のプラットフォームであるAccointing.comの買収を誇りに思う。これは、業界をナビゲートし、デジタル資産市場においてデータに基づく意思決定を行うための最高のツールとデータ、比類のない洞察を投資家に提供するという我々のミッションの次のステップである。 Our mission is to build crypto's leading market and portfolio intelligence platform that empowers investors to compound and protect their assets. Today, we are proud to announce we have acquired @accointing – a key milestone towards this goal. Learn more https://t.
Farsi کف قیمتی چگونه استحکام مییابد؟ پس از اینکه بیتکوین چندین ماهِ به شدت کم نوسان را پشت سر گذاشت، این هفته موفق شد تا از سطح مهم ۲۰ هزار دلار عبور کند. در این گزارش احتمال تشکیل کف قیمتی در این چرخه و تشابه آن را با چرخههای قبل بررسی میکنیم. همچنین به ارزیابی خطراتی که بازار در این راه ممکن است با آن مواجه شود، میپردازیم.
The Week Onchain Newsletter Hammering Out The Bottom Bitcoin has rallied back above the key $20k psychological level this week, after many months of extremely low volatility. In this edition, we analyse how Bitcoin may be hammering out a near-textbook bear market floor, and what risks may lay on the road ahead.
Product Product Update: October 2022 October was an extremely exciting month for Glassnode, as we proudly announce our acquisition of portfolio tracking and tax platform Accointing.com. This is the next step in our mission to equip investors with the best tools, data, and unparalleled insights for navigating the industry, and making data-driven decisions in
Product Featured Unlocking full-spectrum investment intelligence We are excited to announce that we have acquired portfolio tracking and tax platform Accointing.com. This is the next step in our mission to equip investors with the best tools, data, and unparalleled insights for navigating the industry, and making data-driven decisions in digital asset markets.
The Week Onchain Newsletter A Case for Bitcoin Bulls and Bears As the volatility of Bitcoin markets compress to historical lows, we present both the bull and the bear case for Bitcoin. We cover the $1.5B overhang of a miner deleveraging, weak on-chain activity, persistent draining of exchanges, and unwavering HODLer conviction.
The Week Onchain Newsletter A Coiled Spring The Bitcoin market is primed for volatility, with both realized and options implied volatility falling to historical lows. Futures open interest has hit new all-time-highs, despite liquidations being at all-time-lows. Volatility is likely on the horizon, and Bitcoin prices rarely sit still for long.
Farsi آرامش قبل از طوفان برخلاف نوسانات در بازار سهام، اوراق قرضه و بازار ارز، بیتکوین در چند هفته اخیر توانست ثبات خود را حفظ کند و نسبت به داراییهای سنتی عملکرد بهتری داشته باشد. در این گزارش برای بررسی احتمال تشکیل کف قیمتی، تاثیرات بیتکوینهای بسیار قدیمی و غیرفعال را نادیده خواهیم گرفت.
Japanese サービスの更新:2022年9月 9月は、Glassnodeにとって非常にエキサイティングな月となった。エンジニアリング、データサイエンティスト、アナリストからチーム全体を巻き込み、イーサリアムマージとプルーフ・オブ・ステークの指標のブランドの新しい一式を公開することになった。今月の指標、コンテンツ、製品リリースの簡単なサマリーは以下の通りである: ・今週のオンチェーンニュースレター(4件) ・新しいイーサリアム プルーフ・オブ・ステークの一式:16件の指標、7件のワークベンチの構造、2件の新しいダッシュボードを含む ・Coinmarketcap Researchと共同でイーサリアムマージレポートをリリース(PDFレポートのダウンロードはこちら) ・新しいマーケットパルスレポート(3件) ・ワークベンチの構造(12件) New Proof-of-Stake Suite Exploring the Ethereum Merge On-chain ダッシュボードを見る イーサリアムマージは、プルーフ・オブ・ワークコンセンサスから純粋なプルーフ・オブ・ステークブロックチェーンに移行する、技術的に卓
Japanese サービスの更新:2022年8月 8月もGlassnodeの指標、コンテンツ、サービスのリリースで忙しい月となった。今月の簡単なサマリーは以下の通りである: ・今週のオンチェーンニュースレター(5件):弱気相場の急反騰と、デリバティブ市場におけるイーサリアムマージへの推測をカバーした。 ・新たな資産をサポート(4件):APE、SHIB、SAND、stETH ・イーサリアム取引の内訳指標(24件):ガス使用量、ステーブルコイン、ERC-20トークン、DeFi、NFT、ブリッジ、バニラETH送金のトランザクション需要を調査している。 ・スタジオの新しい指標(5件):供給量変化の前年比、オプションの予想変動率曲線など。 ・ワークベンチの構築:12件のデリバティブ指標、6件のマーケットインジケータ、1件のマイナーキャピチュレーションリスクツール。 ・新たなマーケットパルスレポート(5件):高値と底値を検出するための新しいワークベンチの構築を含む。 The Week On-chain Our Flagship Weekly Newsletter and Video Report ニュースレターを読む
Japanese マージの前:イーサリアムビーコンチェーンの分析 イーサリアムのマージを目前に控え、プルーフ・オブ・ステーク(Proof-of-Stake)コンセンサスを説明する新しい指標の一式を用いてイーサリアムを分析し、ジェネシス以来のビーコンチェーン(Beacon Chain)のパフォーマンスを評価する。
The Week Onchain Newsletter A Calm Before The Storm In stark contrast to highly volatile equity, credit, and forex markets, Bitcoin has remained remarkably stable in recent weeks. With Bitcoin gaining ground on many traditional assets, we evaluate if true bottom formation may be in play, and adjust several metrics for the influence of lost coins.
The Week Onchain Newsletter Hashrate Hits New Highs As global equity and bond markets continue to tread challenging ground, Bitcoin hashrate defies the odds, pushing to yet another all-time high. In this piece, we deep dive into the mining sector to assess whether the worst of the miner capitulation is over, or not.
Product Product Update: September 2022 September was an extremely exciting month for Glassnode, engaging our entire team from engineering, data scientists, and analysts, to deploy a brand new suite of Ethereum Merge and Proof-of-Stake metrics. A brief summary of the metrics, content, and product releases for the month are as follows: * Week-on-Chain Newsletters (4x) * New
The Week Onchain Newsletter The Great Detox Bitcoin has once again rejected below the psychological $20k region, plunging Short-Term Holders into severe unrealized loss. However, HODLers remain steadfast, with numerous metrics displaying a full cycle detox.
Product Product Update: August 2022 August has been another busy month for Glassnode metric, content, and product releases. A brief summary for the month is as follows: * Week-on-Chain Newsletters (5x) covering the bear market rally, and speculation on the Ethereum Merge in derivatives markets. * New Assets Supported (4x): APE, SHIB, SAND and stETH * Ethereum transaction