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Glassnode Insights - On-Chain Market Intelligence
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An Automated Trading Strategy Grounded in Machine Learning and On-Chain Analytics
Bitcoin Analysis & Research

An Automated Trading Strategy Grounded in Machine Learning and On-Chain Analytics

Discover how Glassnode's Data Science team used a machine learning algorithm to identify on-chain metrics with the most predictive power and subsequently used them to create a successful quantitative trading strategy.
Feb 12, 2024 5 min read
Introducing Bitcoin Sharpe Signal: Simplifying Bitcoin Trades with Glassnode Data
Bitcoin Analysis & Research Featured

Introducing Bitcoin Sharpe Signal: Simplifying Bitcoin Trades with Glassnode Data

Discover Glassnode's Bitcoin Sharpe Signal, our proprietary trading signal based on on-chain analytics designed to minimize downside risks while capitalizing on the upward trends in the Bitcoin market.
Feb 12, 2024 3 min read
Finance Bridge: ETF Milestones, Stablecoin Surge, and Volatility Trends
Finance Bridge

Finance Bridge: ETF Milestones, Stablecoin Surge, and Volatility Trends

February's Finance Bridge examines the impact of Bitcoin ETF approvals, a surge in stablecoin supply, and emerging volatility trends. Essential insights for directional and momentum traders.
Feb 9, 2024 6 min read
Assessing Risk in a Bitcoin Bull
Bitcoin Analysis & Research

Assessing Risk in a Bitcoin Bull

On-chain data provides both investors and analysts with a plethora of new tools to diagnose and assess the state of the chain from a multitude of viewpoints. In this article, we produce a new framework for assessing the degree of market risk across various data categories.
Feb 8, 2024 13 min read
Tracking Market Momentum with On-chain Data
Bitcoin Analysis & Research

Tracking Market Momentum with On-chain Data

On-chain data provides analysts and investors with a remarkable degree of transparency into the performance, adoption, and investor positioning within digital assets. In this piece, we highlighted several approaches and frameworks for assessing market momentum across various data categories.
Feb 5, 2024 9 min read
Digesting the GBTC Overhang
The Week On-chain Featured

Digesting the GBTC Overhang

The Bitcoin market continues to show resilience, recovering from the initial sell-the-news drawdown following ETF approvals. In particular, the market is working through the significant supply overhead created by investors rebalancing capital out of the GBTC product since its conversion.
Jan 30, 2024 7 min read
Who's next?
The Week On-chain

Who's next?

With the Bitcoin ETF becoming a classic sell-the-news event, we explore the market's risk appetite for tokens further out on the risk curve. There are some indicators alluding to ETH outperformance, as well as interesting divergences in altcoin price action relative to the majors.
Jan 23, 2024 7 min read

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The End of the Beginning: The SEC Approves Spot Bitcoin ETFs
The Week On-chain

The End of the Beginning: The SEC Approves Spot Bitcoin ETFs

2024 has opened with a roller-coaster ride for Bitcoin, as ten new spot ETFs begin trading in US markets. The event was historic and chaotic, with BTC prices setting both new multi-year highs, and YTD lows. Bitcoin has welcomed traditional finance into it's world.
Jan 16, 2024 8 min read
Coinbase + Glassnode: The Q1 Guide to Crypto Markets
Bitcoin Analysis & Research

Coinbase + Glassnode: The Q1 Guide to Crypto Markets

The Guide to Crypto Markets is a joint publication of Coinbase Institutional and Glassnode, and aims to provide a comprehensive view of the metrics and trends that matter the most to institutional investors.
Jan 8, 2024 1 min read
2023 Yearly On-chain Review
The Week On-chain

2023 Yearly On-chain Review

In this last edition for the year, we will do a whirlwind tour of what changed this year, on-chain. We will explore how the Bitcoin, Ethereum, Derivative, and Stablecoin landscapes have evolved in 2023, and how this sets up the space for an exciting road ahead.
Dec 19, 2023 14 min read
Round-Trip
The Week On-chain

Round-Trip

Bitcoin performed a round-trip this week, rallying to new yearly highs before selling off back towards its weekly open. After such a powerful 2023 thus far, the rally seems to have met resistance, with several indicators suggesting a degree of near-term exhaustion.
Dec 12, 2023 8 min read
Gaining Ground
The Week On-chain

Gaining Ground

Bitcoin continues to lead as one of the best performing assets globally in 2023. Not only has BTC appreciated over 140% YTD, it has more than doubled relative to gold, and still dominates against the rest of the digital asset industry.
Dec 5, 2023 8 min read
Twists and Turns
Ethereum and DeFi

Twists and Turns

The growth rate of the Ethereum validator set has slowed in recent weeks, as an increasing number of validators voluntarily exit. This has slowed the rate of ETH issuance. Alongside increasing ETH burnt via EIP1559 due to growing network activity, the ETH supply has turned deflationary once again.
Nov 28, 2023 7 min read
Keeping A Firm Grip
The Week On-chain

Keeping A Firm Grip

The volume of Bitcoin supply in profit has reached the levels last was seen 2 years ago as the market came off the Nov 2021 ATH. However, the magnitude of unrealized profit held within these coins remains modest, and thus far insufficient to motivate long-term holders to lock in profits.
Nov 20, 2023 8 min read
Finance Bridge: Spotlight on Spot Bitcoin ETFs and Their Impact
Finance Bridge

Finance Bridge: Spotlight on Spot Bitcoin ETFs and Their Impact

Explore with us the potential impact of Spot Bitcoin ETF approvals in our latest issue. We try to estimate the potential demand for these ETFs and provide metrics that translate this demand into impact projections. Read for a practical look at how ETFs could influence BTC's market cap and value.
Nov 20, 2023 18 min read
Supply Squeeze
The Week On-chain

Supply Squeeze

The fourth Bitcoin halving is fast approaching, being an important milestone both for the asset, and for investors. In this edition, we deep dive into the impressive tightness of BTC supply, and demonstrate how we can measure investor accumulation patterns in the lead up to the event.
Nov 13, 2023 9 min read
The Tightening of Supply
The Week On-chain

The Tightening of Supply

The Bitcoin Supply is historically tight, with an all-time-high in coins held by Long-Term investors, and impressive rates of accumulation taking place. In this edition we explore this tightness using several on-chain supply heuristics and metrics.
Nov 7, 2023 7 min read
The Capital Waterfall
The Week On-chain

The Capital Waterfall

The digital asset market continues to post impressive relative performance, with both BTC and ETH appreciating meaningfully against USD and gold. However, within the industry, Bitcoin dominance continues to rise, as indicated by several indicators and approaches for observing capital rotation.
Nov 1, 2023 7 min read
A Breath of Fresh Air
The Week On-chain

A Breath of Fresh Air

Bitcoin prices have broken to new yearly highs, trading above the mid-cycle price level of $30k, and reaching $35k. The market found sufficient strength to break above several important psychological pricing levels, making the weeks that follow important to keep an eye on.
Oct 24, 2023 8 min read
The Cycle of Bitcoin Changing Hands
The Week On-chain

The Cycle of Bitcoin Changing Hands

Capital rotation within digital assets markets occurs both between assets, as well as internally as coins change hands at different acquisition prices. In this edition, we develop two indicators based off the Realized Cap and NUPL to track this rotation of capital between investors.
Oct 17, 2023 7 min read
Finance Bridge: Edition #5
Finance Bridge

Finance Bridge: Edition #5

In this issue, we assess Bitcoin's resilience as an asset on the backdrop of complex macroeconomic risks.
Oct 13, 2023 14 min read
Capital Flows, Exchanges and Altseason
The Week On-chain

Capital Flows, Exchanges and Altseason

Liquidity across the Digital Asset landscape continues to rescind. In this edition we assess the activity of both the On and Off-chain environment, and produce a new framework to help identify peak Altseason regimes.
Oct 10, 2023 6 min read
stETH's Effect on Ethereum
Ethereum and DeFi

stETH's Effect on Ethereum

Liquid staking transforms the supply dynamics of ETH and creates a shift in the demand for Ethereum's native token. stETH becomes particularly attractive on lending platforms, while stETH liquidity on decentralized exchanges diminishes.
Oct 3, 2023 7 min read
Inscriptions, Mempools and Miners
The Week On-chain

Inscriptions, Mempools and Miners

Inscriptions have been a significant buyer of Bitcoin blockspace since their introduction in Feb 2023. In this edition, we explore whether inscriptions are displacing monetary transfers, and how the increase in fees has impacted miner profitability.
Sep 26, 2023 8 min read
Investor Confidence Slides
The Week On-chain

Investor Confidence Slides

With almost all Short-Term Holders now underwater on their position, sentiment has shifted towards the negative. In this report, we explore several measures to track investor sentiment. We develop indicators which assess divergences between the market and observed investor behavior.
Sep 18, 2023 7 min read
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