Glassnode
Coverage of Glassnode in the Nexus archive.
- Bitcoin slips below $64,000 as hawkish Fed overshadows signs of onchain repair
Bitcoin slipped below $64,000 as the Federal Reserve's hawkish stance overshadowed signs of onchain repair. BTC ETFs recorded an $82.2 million net outflow, while Glassnode noted improving liquidity forming a potential floor.
- Bitcoin capitulation ‘twice as weak’ after spot liquidity turns supportive: Glassnode
Bitcoin’s realized losses fell by 46% as increasing bid-side liquidity points to easing sell pressure, according to Glassnode analysis. The report suggests bulls may have an opportunity to push BTC price back above $70,000.
- Schwab Strategist: Bitcoin’s $60,000 Mining Cost Could Mark the Cycle Bottom
Jim Ferraioli, a Schwab strategist, argues Bitcoin's $60,000 mining cost could mark the cycle bottom. The article notes that efficient miners have a production cost of $60,000, while less efficient miners face $95,000 costs. Current Bitcoin prices align with the lower cost, suggesting a potential floor amid the bear market.
- Bitcoin in ‘high-risk zone’ as ETF outflows signal institutional exit: Swissblock
Bitcoin is in a 'high-risk zone' as ETF outflows indicate institutional investors are exiting, according to Swissblock. Glassnode notes the ongoing outflows are increasing supply without a corresponding rise in demand.
- Nearly $500B in Bitcoin Is Exposed to Future Quantum Computing Attacks: Glassnode
Glassnode, a blockchain data firm, has identified that nearly $500 billion in Bitcoin is vulnerable to future quantum computing attacks. The analysis highlights exchanges as a significant weak point in Bitcoin's security infrastructure.
- Nearly 10% of Bitcoin supply is ‘structurally unsafe’ from quantum breakthrough: Glassnode
Analytics provider Glassnode found that nearly 10% of Bitcoin supply is structurally unsafe due to a potential quantum breakthrough. This highlights the need for a quantum-proof implementation like BIP-360. The vulnerability affects a significant portion of the Bitcoin supply.
- Bitcoin Price Slides Below $77,000 as ETF Exodus Tops $1 Billion
Bitcoin price has dropped below $77,000, shedding nearly $5,000 from its recent high of $82,000, driven by macro headwinds and institutional outflows. The total crypto market cap has lost over $100 billion in valuation since last Friday. Bitcoin ETFs have logged significant net outflows, with BlackRock's IBIT leading the exodus.
- XRP New Addresses, Active Supply Plunge Amid Shift to ‘Institutional Rails’
XRP new addresses have hit multi-year lows according to Glassnode data, indicating a shift from retail speculation to institutional usage. The network is experiencing a plunge in active supply. This change suggests a transition in how XRP is being utilized.
- Bitcoin bulls ‘approaching the ceiling’ near $85K resistance with $1.69B ETF inflow streak and macro tailwinds aligned: analysts
Bitcoin is trading near $81,000 after clearing key on-chain thresholds and is approaching a ceiling near $85,000 with a significant ETF inflow streak. Analysts flag $85,200 as the next resistance level. The cryptocurrency's price movement is supported by macro tailwinds.
- Bitcoin whales on Hyperliquid push net long positions to 2026 high
Bitcoin whales have increased their cumulative long positions in recent weeks, according to a chart posted by Glassnode, pushing net long positions to a high last seen in 2026. This indicates an aggressive increase in investment. The chart suggests a significant surge in whale activity.
- Retail sentiment is screaming fear. On-chain smart money is doing the exact opposite. Here's the data.
Retail crypto sentiment remains extremely bearish with Fear & Greed Index below 22 and 68% bearish Twitter sentiment, while on-chain data shows smart money accumulation of 18,400 BTC over 14 days. Historical patterns of this retail fear-smart money divergence have led to 4/4 successful Bitcoin recoveries within 2-8 months.
- What tools do systematic crypto traders actually use in 2026?
A crypto trader shares their 2026 systematic trading stack, emphasizing Binance API for price data, Fear & Greed index and funding rates for sentiment, and a custom-built Regime API for market-state classification. The Regime API, offering bull/bear/chop classifications with a confidence score, is highlighted as a cost-effective alternative to expensive on-chain analytics tools like Glassnode and Nansen.