Glassnode is expanding its macro indicator suite — bringing traditional market data directly into on-chain analysis.
This gives investors the tools to find alpha in the cross-analysis of crypto and macro.
No more switching between platforms.
📉 glassno.de/4d1zUc9
This gives investors the tools to find alpha in the cross-analysis of crypto and macro.
No more switching between platforms.
📉 glassno.de/4d1zUc9
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New Metric: Accumulation Trend Score by Wallet Cohort
This metric breaks down 30D accumulation behaviour by entity size, combining participation rate and balance change into a single score.
Score near 1 🟦 larger entities accumulating.
Score near 0 🟥 distribution or inactivity.
📉 glassno.de/4uPYF1e
This metric breaks down 30D accumulation behaviour by entity size, combining participation rate and balance change into a single score.
Score near 1 🟦 larger entities accumulating.
Score near 0 🟥 distribution or inactivity.
📉 glassno.de/4uPYF1e
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The Week On-Chain 12, 2026
Awaiting Liquidity
#BTC has stabilised around $70k, with ETF flows improving and sell-side pressure easing. However, muted spot volume and overhead supply suggest stronger demand is still needed to turn this into a recovery.
Executive Summary
- Unrealised losses have increased but remain within historical norms, indicating stress without full capitulation.
- US Spot ETF flows have turned modestly positive after sustained outflows, signalling early signs of institutional re-engagement.
- Spot volumes remain subdued, with limited expansion on the recovery, suggesting weak conviction and selective dip-buying.
Read the full Week On-Chain 👇
https://glassno.de/4sATTn1
Awaiting Liquidity
#BTC has stabilised around $70k, with ETF flows improving and sell-side pressure easing. However, muted spot volume and overhead supply suggest stronger demand is still needed to turn this into a recovery.
Executive Summary
- Unrealised losses have increased but remain within historical norms, indicating stress without full capitulation.
- US Spot ETF flows have turned modestly positive after sustained outflows, signalling early signs of institutional re-engagement.
- Spot volumes remain subdued, with limited expansion on the recovery, suggesting weak conviction and selective dip-buying.
Read the full Week On-Chain 👇
https://glassno.de/4sATTn1
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📊 Strategy Watch #2 is live
glassno.de/47m1Nbe
Built to address a clear demand for high-signal, impartial analysis of fund-level performance and allocation trends in digital assets, Strategy Watch returns following strong feedback on the inaugural edition.
Inside the new edition:
🔹 All strategy types posted negative returns in February, except for one
🔹 A macro portfolio manager on navigating current geopolitical challenges
🔹 How 300+ managers expect the crypto market to perform over the next three months.
And more. 👉 Read the full edition
📩 Subscribe to receive it monthly
glassno.de/47m1Nbe
Built to address a clear demand for high-signal, impartial analysis of fund-level performance and allocation trends in digital assets, Strategy Watch returns following strong feedback on the inaugural edition.
Inside the new edition:
🔹 All strategy types posted negative returns in February, except for one
🔹 A macro portfolio manager on navigating current geopolitical challenges
🔹 How 300+ managers expect the crypto market to perform over the next three months.
And more. 👉 Read the full edition
📩 Subscribe to receive it monthly
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BTC sits at the lower bound of the new buyers' cost basis range ($60k–$70k).
Supply accumulation in this range is notable, but the cluster is thinner than historical analogs that preceded a strong recovery.
The accumulation setup is constructive in form, not yet in magnitude.
📉 glassno.de/4uYOmbq
Supply accumulation in this range is notable, but the cluster is thinner than historical analogs that preceded a strong recovery.
The accumulation setup is constructive in form, not yet in magnitude.
📉 glassno.de/4uYOmbq
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#BTC broke back below $70k before finding support near $65k, with a modest rebound back towards $67k into the weekend. Momentum remains tentative, with lower highs still defining the short-term structure.
Read more in this week’s Market Pulse👇
https://glassno.de/4m8myxm
Read more in this week’s Market Pulse👇
https://glassno.de/4m8myxm
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🔁UPDATE:
The recent rally toward $76k coincided with smaller wallet cohorts shifting toward distribution. 🟥
Broad-based accumulation across wallet sizes remains absent, limiting the sustainability of upward moves.
📉 glassno.de/4uPYF1e
The recent rally toward $76k coincided with smaller wallet cohorts shifting toward distribution. 🟥
Broad-based accumulation across wallet sizes remains absent, limiting the sustainability of upward moves.
📉 glassno.de/4uPYF1e
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