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🚨 UPDATE: On-chain data is flashing serious warning signs. $DCR
Bitcoin realized losses have surged to $889M per day on a 7-day moving average, marking a level not seen in months. At the same time, $C98
has printed its highest realized loss reading since November 2022, highlighting increased capitulation pressure across the market. $SKR
mirrors the same trend, reinforcing the broader risk-off sentiment. These metrics often appear near inflection points, but they also signal stress and forced selling. Traders should stay sharp, manage risk, and watch for confirmation before assuming a reversal. 🪙₿ 🚩🌍
#Bitcoin #CryptoMarket #OnChainData #Glassnode #Altcoins
Bitcoin realized losses have surged to $889M per day on a 7-day moving average, marking a level not seen in months. At the same time, $C98
has printed its highest realized loss reading since November 2022, highlighting increased capitulation pressure across the market. $SKR
mirrors the same trend, reinforcing the broader risk-off sentiment. These metrics often appear near inflection points, but they also signal stress and forced selling. Traders should stay sharp, manage risk, and watch for confirmation before assuming a reversal. 🪙₿ 🚩🌍
#Bitcoin #CryptoMarket #OnChainData #Glassnode #Altcoins
UPDATE: $CHESS 📊
Bitcoin realized losses have surged to $889M per day (7-day average) — the highest level since Nov 2022, according to Glassnode.
This kind of spike typically reflects capitulation behavior:
➡️ Panic selling from weak hands
➡️ Forced exits after deep drawdowns
➡️ Historically appears near major local or cycle lows
High pain = high information.
Volatility remains elevated, but these conditions often mark late-stage sell pressure rather than early.
Watching closely.
$C98 $THE
#BTC #OnChain #Glassnode
Bitcoin realized losses have surged to $889M per day (7-day average) — the highest level since Nov 2022, according to Glassnode.
This kind of spike typically reflects capitulation behavior:
➡️ Panic selling from weak hands
➡️ Forced exits after deep drawdowns
➡️ Historically appears near major local or cycle lows
High pain = high information.
Volatility remains elevated, but these conditions often mark late-stage sell pressure rather than early.
Watching closely.
$C98 $THE
#BTC #OnChain #Glassnode
🔥 Is the Crypto Crash Nearing Its End? 🚀
On-chain data is flashing early bottom signals — and smart money is paying attention.
📊 What the Data Shows
According to Glassnode, roughly 11 million BTC are currently in profit, while about 8.9 million BTC remain underwater.
Data tracked by ChainCatcher shows the gap between profitable and loss-making supply is rapidly narrowing.
🧠 Why This Matters
This metric measures how many holders are winning vs. losing.
Historically, when profit and loss supply converge, it often signals:
• Market exhaustion
• Seller fatigue
• Formation of a cycle bottom
In past cycles, this convergence has preceded long-term accumulation zones and major trend reversals.
⏳ Where We Are Now
The ratio is approaching a historically critical level — a zone that has previously aligned with macro bottoms rather than tops.
⚠️ Important Context
This is not a standalone buy signal.
For confirmation, it must be analyzed alongside:
• Liquidity conditions
• Derivatives positioning & funding
• Broader market sentiment & macro risk
🧩 Bottom Line
The market may be entering a traditional cycle bottom phase.
If this convergence continues, conditions could soon favor long-term investors, not panic sellers.
Smart money watches structure — not headlines.
$BTC $ETH $BNB
#Bitcoin #CryptoMarket #onchaindata #BTC #MarketBottom #Glassnode #BinanceSquareFamily 🚀
On-chain data is flashing early bottom signals — and smart money is paying attention.
📊 What the Data Shows
According to Glassnode, roughly 11 million BTC are currently in profit, while about 8.9 million BTC remain underwater.
Data tracked by ChainCatcher shows the gap between profitable and loss-making supply is rapidly narrowing.
🧠 Why This Matters
This metric measures how many holders are winning vs. losing.
Historically, when profit and loss supply converge, it often signals:
• Market exhaustion
• Seller fatigue
• Formation of a cycle bottom
In past cycles, this convergence has preceded long-term accumulation zones and major trend reversals.
⏳ Where We Are Now
The ratio is approaching a historically critical level — a zone that has previously aligned with macro bottoms rather than tops.
⚠️ Important Context
This is not a standalone buy signal.
For confirmation, it must be analyzed alongside:
• Liquidity conditions
• Derivatives positioning & funding
• Broader market sentiment & macro risk
🧩 Bottom Line
The market may be entering a traditional cycle bottom phase.
If this convergence continues, conditions could soon favor long-term investors, not panic sellers.
Smart money watches structure — not headlines.
$BTC $ETH $BNB
#Bitcoin #CryptoMarket #onchaindata #BTC #MarketBottom #Glassnode #BinanceSquareFamily 🚀
🚀 比特币重回 70,000 美元：是真正的底部，还是“大清洗”前的陷阱？
加密货币市场再次展现了其剧烈的波动性！在经历了跌至 60,000 美元的急速下跌后，$BTC 强力反弹，让空头措手不及。然而，分析师警告称：真正的牛市周期可能只有在经历“休克疗法”后才会开启。
📉 20 亿美元爆仓：空头陷入陷阱
在过去的 24 小时内，加密市场变成了一场“绞肉机”。剧烈的价格波动导致全网爆仓金额超过 20 亿美元。随着价格迅速反转并站稳 70,000 美元上方，那些押注进一步下跌的空头被强制出场。
🧠 Santiment 观点：需要“信仰象征”的崩塌
Santiment 创始人 Maksim Balashevich 认为，目前的弹升可能是暂时的。他表示，行业需要一次深度的震荡，类似于 2022 年 FTX 的崩盘。
“真正触发长期上涨的诱因可能是迈克尔·塞勒（Michael Saylor）旗下 MicroStrategy 持仓的清算。市场需要清理高杠杆头寸。”
Balashevich 的预测：
短期： 可能反弹至 92,000 – 95,000 美元 区间。担忧： 这一涨幅可能会被新一轮抛售潮迅速中断。2026 年展望： 在没有经历“完全绝望”阶段之前，达到 250,000 美元的目标似乎不太现实。
📊 基本面信号：比特币被严重低估？
尽管对杠杆头寸持怀疑态度，但 Glassnode 的分析师捕捉到了一个历史性信号。Bitcoin Yardstick 指标（市值与算力的比率）已跌至历史低点。
这意味着什么？
从历史上看，此类指标预示着资产被严重低估。当网络安全性（矿工算力）上升而价格未能跟上时，这通常标志着下跌趋势的枯竭和长期积累阶段的开始。
💬 你的看法是什么？
我们是会在近期看到 95,000 美元，还是会遭遇 Santiment 所说的“黑天鹅”大清洗？在评论区分享你的观点！👇
#BTC #比特币 #加密货币 #Santiment #Glassnode
加密货币市场再次展现了其剧烈的波动性！在经历了跌至 60,000 美元的急速下跌后，$BTC 强力反弹，让空头措手不及。然而，分析师警告称：真正的牛市周期可能只有在经历“休克疗法”后才会开启。
📉 20 亿美元爆仓：空头陷入陷阱
在过去的 24 小时内，加密市场变成了一场“绞肉机”。剧烈的价格波动导致全网爆仓金额超过 20 亿美元。随着价格迅速反转并站稳 70,000 美元上方，那些押注进一步下跌的空头被强制出场。
🧠 Santiment 观点：需要“信仰象征”的崩塌
Santiment 创始人 Maksim Balashevich 认为，目前的弹升可能是暂时的。他表示，行业需要一次深度的震荡，类似于 2022 年 FTX 的崩盘。
“真正触发长期上涨的诱因可能是迈克尔·塞勒（Michael Saylor）旗下 MicroStrategy 持仓的清算。市场需要清理高杠杆头寸。”
Balashevich 的预测：
短期： 可能反弹至 92,000 – 95,000 美元 区间。担忧： 这一涨幅可能会被新一轮抛售潮迅速中断。2026 年展望： 在没有经历“完全绝望”阶段之前，达到 250,000 美元的目标似乎不太现实。
📊 基本面信号：比特币被严重低估？
尽管对杠杆头寸持怀疑态度，但 Glassnode 的分析师捕捉到了一个历史性信号。Bitcoin Yardstick 指标（市值与算力的比率）已跌至历史低点。
这意味着什么？
从历史上看，此类指标预示着资产被严重低估。当网络安全性（矿工算力）上升而价格未能跟上时，这通常标志着下跌趋势的枯竭和长期积累阶段的开始。
💬 你的看法是什么？
我们是会在近期看到 95,000 美元，还是会遭遇 Santiment 所说的“黑天鹅”大清洗？在评论区分享你的观点！👇
#BTC #比特币 #加密货币 #Santiment #Glassnode
⚡️ نظرة أعمق على بيتكوين:
مؤشر Yardstick الخاص بعملة $BTC وصل إلى أدنى مستوى له على الإطلاق، وهي منطقة تاريخيًا لم يبقَ فيها السعر طويلًا خلال الدورات السابقة، بحسب بيانات Glassnode.
عادةً ما تظهر هذه المستويات في مراحل الإجهاد الشديد للسوق، حيث يسيطر الخوف وتضعف السيولة، لكنها في الوقت نفسه كانت في دورات سابقة مقدمة لتحولات مهمة في الاتجاه على المدى المتوسط إلى الطويل.
الخلاصة:
السوق يمر بمرحلة حساسة جدًا، والقراءة هنا ليست دعوة للتسرّع، بل لفهم أين نقف ضمن الدورة الحالية، ومتى يكون الصبر أهم من أي صفقة.
#bitcoin
#CryptoMarket
#OnChainDataInsights
#Glassnode
#BTC
مؤشر Yardstick الخاص بعملة $BTC وصل إلى أدنى مستوى له على الإطلاق، وهي منطقة تاريخيًا لم يبقَ فيها السعر طويلًا خلال الدورات السابقة، بحسب بيانات Glassnode.
عادةً ما تظهر هذه المستويات في مراحل الإجهاد الشديد للسوق، حيث يسيطر الخوف وتضعف السيولة، لكنها في الوقت نفسه كانت في دورات سابقة مقدمة لتحولات مهمة في الاتجاه على المدى المتوسط إلى الطويل.
الخلاصة:
السوق يمر بمرحلة حساسة جدًا، والقراءة هنا ليست دعوة للتسرّع، بل لفهم أين نقف ضمن الدورة الحالية، ومتى يكون الصبر أهم من أي صفقة.
#bitcoin
#CryptoMarket
#OnChainDataInsights
#Glassnode
#BTC
🚀 BTC 重回 70,000 美元：是“空头陷阱”还是“被严重低估”的金矿？
比特币市场再次上演“过山车”行情。在经历跌至 60,000 美元的惊魂时刻后，BTC 迅速收复失地，强力回升至 70,000 美元 以上。这究竟是反弹的前奏，还是更大风暴前的宁静？
1. 24 小时爆仓 20 亿美元，空头被“关门打狗” 🐻
价格的剧烈反转导致空头头寸惨遭血洗。据 Coinglass 数据，全网 24 小时爆仓额突破 20 亿美元。那些赌注进一步下跌的空头由于没能及时离场，瞬间陷入了精心布置的“空头陷阱”。
2. Santiment 创始人：市场需要一次“大清洗” 🏛️
Santiment 创始人 Mikhail Balashevich 提出了一个冷峻的观点：真正的牛市起点可能需要一个“偶像的破灭”。
类比 FTX 崩盘： 他认为，正如 2022 年 FTX 倒闭成为市场触底的信号一样，本轮周期的终极清洗可能是 微策略 (MicroStrategy) 迈克尔·塞勒 (Michael Saylor) 的持仓被强平。价格预测： 他预计短期可能反弹至 92,000–95,000 美元，但之后可能面临新一轮抛售。至于 2026 年达到 25 万美元的预测，他认为目前可能性较低。
3. Glassnode 数据：比特币处于历史性低估区间 💎
尽管大佬看空，但链上数据却给出了相反的信号。Glassnode 指出，Bitcoin Yardstick 指标已降至历史低点。
该指标衡量的是市值与算力（网络安全性）的比率。目前的读数显示，比特币被严重低估。从历史经验看，这种极端低估的时期通常不会持续太久，往往是长期投资者的最佳入场点。
总结：
市场目前处于极致的分歧中：技术指标显示“底部已现”，而宏观分析师则在等待“最后一跌”来出清杠杆。
你是选择在“历史低点”抄底，还是等待塞勒被强平后的终极机会？欢迎评论区对线！ 👇
#BTC #比特币 #Santiment #Glassnode #MicroStrategy
比特币市场再次上演“过山车”行情。在经历跌至 60,000 美元的惊魂时刻后，BTC 迅速收复失地，强力回升至 70,000 美元 以上。这究竟是反弹的前奏，还是更大风暴前的宁静？
1. 24 小时爆仓 20 亿美元，空头被“关门打狗” 🐻
价格的剧烈反转导致空头头寸惨遭血洗。据 Coinglass 数据，全网 24 小时爆仓额突破 20 亿美元。那些赌注进一步下跌的空头由于没能及时离场，瞬间陷入了精心布置的“空头陷阱”。
2. Santiment 创始人：市场需要一次“大清洗” 🏛️
Santiment 创始人 Mikhail Balashevich 提出了一个冷峻的观点：真正的牛市起点可能需要一个“偶像的破灭”。
类比 FTX 崩盘： 他认为，正如 2022 年 FTX 倒闭成为市场触底的信号一样，本轮周期的终极清洗可能是 微策略 (MicroStrategy) 迈克尔·塞勒 (Michael Saylor) 的持仓被强平。价格预测： 他预计短期可能反弹至 92,000–95,000 美元，但之后可能面临新一轮抛售。至于 2026 年达到 25 万美元的预测，他认为目前可能性较低。
3. Glassnode 数据：比特币处于历史性低估区间 💎
尽管大佬看空，但链上数据却给出了相反的信号。Glassnode 指出，Bitcoin Yardstick 指标已降至历史低点。
该指标衡量的是市值与算力（网络安全性）的比率。目前的读数显示，比特币被严重低估。从历史经验看，这种极端低估的时期通常不会持续太久，往往是长期投资者的最佳入场点。
总结：
市场目前处于极致的分歧中：技术指标显示“底部已现”，而宏观分析师则在等待“最后一跌”来出清杠杆。
你是选择在“历史低点”抄底，还是等待塞勒被强平后的终极机会？欢迎评论区对线！ 👇
#BTC #比特币 #Santiment #Glassnode #MicroStrategy
📉 أكثر من 9.3 مليون بيتكوين في الخسارة… رقم يُقلق السوق
السوق لا يُجامل أحدًا.
اليوم، أكثر من 9.3 مليون بيتكوين تُتداول وهي في حالة خسارة — أعلى مستوى منذ يناير 2023.
البيانات جاءت من Glassnode ونقلتها PANews، وتكشف حجم الضغط الذي يعيشه حاملو البيتكوين وسط تقلبات لا تهدأ.
ماذا يعني هذا؟
🔄 تقلبات حادة تهز ثقة البعض
🧠 قرارات صعبة بين الصبر والبيع
⏳ اختبار حقيقي لإيمان المستثمرين طويلَي الأجل
لكن…
التاريخ يقول إن السوق مرّ بمراحل أصعب وخرج أقوى.
وهنا السؤال الأهم:
هل هذه نقطة استسلام… أم فرصة تتشكل بهدوء؟
⚠️ السوق يعلّمنا درسًا دائمًا:
العاطفة عدو القرار، والصبر صديق العائد.
💬 ما رأيك؟ هل ترى ما يحدث فرصة أم تحذير؟ شاركنا بتعليقك، ولا تنسَ الإعجاب والمشاركة!
$BTC
#Bitcoin #CryptoMarket #BTC #OnChainDataInsights #Glassnode
السوق لا يُجامل أحدًا.
اليوم، أكثر من 9.3 مليون بيتكوين تُتداول وهي في حالة خسارة — أعلى مستوى منذ يناير 2023.
البيانات جاءت من Glassnode ونقلتها PANews، وتكشف حجم الضغط الذي يعيشه حاملو البيتكوين وسط تقلبات لا تهدأ.
ماذا يعني هذا؟
🔄 تقلبات حادة تهز ثقة البعض
🧠 قرارات صعبة بين الصبر والبيع
⏳ اختبار حقيقي لإيمان المستثمرين طويلَي الأجل
لكن…
التاريخ يقول إن السوق مرّ بمراحل أصعب وخرج أقوى.
وهنا السؤال الأهم:
هل هذه نقطة استسلام… أم فرصة تتشكل بهدوء؟
⚠️ السوق يعلّمنا درسًا دائمًا:
العاطفة عدو القرار، والصبر صديق العائد.
💬 ما رأيك؟ هل ترى ما يحدث فرصة أم تحذير؟ شاركنا بتعليقك، ولا تنسَ الإعجاب والمشاركة!
$BTC
#Bitcoin #CryptoMarket #BTC #OnChainDataInsights #Glassnode
🚨 BITCOIN ALERT: MVRV-Z HITS LOWEST SINCE OCT 2022 🚨
Glassnode analyst Chris Beamish reports Bitcoin’s MVRV-Z score has dropped to levels not seen since October 2022.
💡 Why it matters:
• Historically, this level coincided with BTC trading around $29K — a zone often seen as market cooling / undervalued.
• The drop suggests Bitcoin is aligning with its fair market value, reducing previous signs of overheating.
• Potential opportunity for long-term accumulation if history repeats.
⚖️ Bottom line: Market overheating is easing, and BTC may be closer to its fair value zone than most expect.
$BTC
#bitcoin #BTC #crypto #Glassnode #MVRVZ #MarketInsights
Glassnode analyst Chris Beamish reports Bitcoin’s MVRV-Z score has dropped to levels not seen since October 2022.
💡 Why it matters:
• Historically, this level coincided with BTC trading around $29K — a zone often seen as market cooling / undervalued.
• The drop suggests Bitcoin is aligning with its fair market value, reducing previous signs of overheating.
• Potential opportunity for long-term accumulation if history repeats.
⚖️ Bottom line: Market overheating is easing, and BTC may be closer to its fair value zone than most expect.
$BTC
#bitcoin #BTC #crypto #Glassnode #MVRVZ #MarketInsights
🚨 تنبيه: تُظهر بيانات #Glassnode أن نسبة الربح/الخسارة المحققة للبيتكوين تقترب من 1، وهو مستوى يرتبط تاريخيًا بانهيار السوق.
$BTC
$BTC
Bitcoin Whales Quietly Accumulate as BTC Slides Toward $78,000: Glassnode
Large Bitcoin holders — commonly referred to as “whales” — are currently the only investor cohort actively accumulating BTC, even as the price continues to decline. According to on-chain data from Glassnode, all other investor groups are showing net selling behavior.
This divergence highlights a growing gap between large-scale investors and retail participants, as Bitcoin trades near $78,000 amid ongoing market uncertainty.
Accumulation Trend Score Reveals Sharp Investor Divergence
The trend is clearly reflected in Glassnode’s Accumulation Trend Score, broken down by wallet size. The metric measures the relative accumulation behavior of different investor cohorts based on changes in their Bitcoin holdings over the past 15 days.
A score closer to 1 indicates active accumulation
A score closer to 0 signals distribution or selling
Glassnode data shows that the largest whale cohort — wallets holding 10,000 BTC or more — is currently in a phase of “mild accumulation.” Their balance trend has remained neutral to slightly positive since Bitcoin first fell below $80,000 in late November.
During that period, BTC largely moved sideways within a broad $80,000–$97,000 range through the end of January, suggesting that large holders were steadily absorbing supply during consolidation.
Retail and Smaller Investors Continue to Sell
In contrast, all smaller investor groups are net sellers, with the most pronounced distribution coming from retail wallets holding less than 10 BTC. This cohort has been selling consistently for more than a month, reflecting:
heightened risk aversion
declining confidence in near-term price recovery
concern that the current downtrend may extend further
Such behavior is typical during corrective phases, where smaller participants tend to reduce exposure while larger players take the opposite side of the trade.
Number of Large BTC Holders Continues to Rise
Supporting the accumulation narrative, Glassnode data shows that the number of entities holding at least 1,000 BTC has increased significantly:
October: 1,207 entities
Current: 1,303 entities
This rise has occurred since Bitcoin’s all-time high in October, suggesting that large investors have been accumulating during the pullback rather than exiting positions.
Notably, the count of entities holding 1,000+ BTC has now returned to levels last seen in December 2024, reinforcing the view that large market participants are absorbing supply while smaller investors continue to step away.
Market Implications
The growing concentration of Bitcoin among large holders may have important implications for market structure:
Reduced liquid supply as BTC moves into long-term hands
Increased sensitivity to future demand shocks
Continued volatility driven by weaker hands exiting positions
However, Glassnode data reflects behavioral trends, not price forecasts, and does not guarantee future market direction.
Disclaimer
This article is for informational purposes only and represents a personal blog perspective. It does not constitute investment advice. Readers should conduct their own research before making any financial decisions. The author assumes no responsibility for any investment outcomes.
👉 Follow for more Bitcoin on-chain analysis, market structure insights, and crypto news updates.
#BTC #OnChainData #Glassnode
This divergence highlights a growing gap between large-scale investors and retail participants, as Bitcoin trades near $78,000 amid ongoing market uncertainty.
Accumulation Trend Score Reveals Sharp Investor Divergence
The trend is clearly reflected in Glassnode’s Accumulation Trend Score, broken down by wallet size. The metric measures the relative accumulation behavior of different investor cohorts based on changes in their Bitcoin holdings over the past 15 days.
A score closer to 1 indicates active accumulation
A score closer to 0 signals distribution or selling
Glassnode data shows that the largest whale cohort — wallets holding 10,000 BTC or more — is currently in a phase of “mild accumulation.” Their balance trend has remained neutral to slightly positive since Bitcoin first fell below $80,000 in late November.
During that period, BTC largely moved sideways within a broad $80,000–$97,000 range through the end of January, suggesting that large holders were steadily absorbing supply during consolidation.
Retail and Smaller Investors Continue to Sell
In contrast, all smaller investor groups are net sellers, with the most pronounced distribution coming from retail wallets holding less than 10 BTC. This cohort has been selling consistently for more than a month, reflecting:
heightened risk aversion
declining confidence in near-term price recovery
concern that the current downtrend may extend further
Such behavior is typical during corrective phases, where smaller participants tend to reduce exposure while larger players take the opposite side of the trade.
Number of Large BTC Holders Continues to Rise
Supporting the accumulation narrative, Glassnode data shows that the number of entities holding at least 1,000 BTC has increased significantly:
October: 1,207 entities
Current: 1,303 entities
This rise has occurred since Bitcoin’s all-time high in October, suggesting that large investors have been accumulating during the pullback rather than exiting positions.
Notably, the count of entities holding 1,000+ BTC has now returned to levels last seen in December 2024, reinforcing the view that large market participants are absorbing supply while smaller investors continue to step away.
Market Implications
The growing concentration of Bitcoin among large holders may have important implications for market structure:
Reduced liquid supply as BTC moves into long-term hands
Increased sensitivity to future demand shocks
Continued volatility driven by weaker hands exiting positions
However, Glassnode data reflects behavioral trends, not price forecasts, and does not guarantee future market direction.
Disclaimer
This article is for informational purposes only and represents a personal blog perspective. It does not constitute investment advice. Readers should conduct their own research before making any financial decisions. The author assumes no responsibility for any investment outcomes.
👉 Follow for more Bitcoin on-chain analysis, market structure insights, and crypto news updates.
#BTC #OnChainData #Glassnode
📉 比特币哈希率下跌 12%：遭遇自 2021 年“中国禁令”以来最大规模震荡
Glassnode 分析师指出，比特币网络正面临严峻的压力测试。全网哈希率已降至 970 EH/s，创下 2025 年 9 月以来的最低水平。
发生了什么？
❄️ 气候因素： 美国严重的冬季风暴迫使当地矿工（包括 Foundry USA）关机断电。1月24日，7日均线（7DMA）哈希率触及 690 EH/s 的底部。
💰 双重打击： 哈希率的暴跌早在比特币价格从 12.6 万美元跌至 10 万美元之前就已开始。运营中断叠加币价下跌，导致矿工每日总收入从 4500 万美元骤降至 2800 万美元 的年内低点。
为什么值得关注？
这是自 2021 年中国禁止挖矿以来，算力最严重的一次修正。盈利能力告急： 盈亏平衡弹性指数已跌至 2024 年 11 月以来的最低点（数值 21）。即使网络多次下调挖矿难度，仍难以完全抵消收益的缩减。市场反映出在当前难度和价格环境下，挖矿企业的收益率极其低下。
从历史经验看，矿工的“投降”往往伴随着市场底部的形成，但目前该行业面临的压力依然是前所未有的。
你认为在矿工遭遇重创的情况下，比特币能否守住 10 万美元大关？ 👇
#Bitcoin #挖矿 #Glassnode #加密货币新闻 #BTC
Glassnode 分析师指出，比特币网络正面临严峻的压力测试。全网哈希率已降至 970 EH/s，创下 2025 年 9 月以来的最低水平。
发生了什么？
❄️ 气候因素： 美国严重的冬季风暴迫使当地矿工（包括 Foundry USA）关机断电。1月24日，7日均线（7DMA）哈希率触及 690 EH/s 的底部。
💰 双重打击： 哈希率的暴跌早在比特币价格从 12.6 万美元跌至 10 万美元之前就已开始。运营中断叠加币价下跌，导致矿工每日总收入从 4500 万美元骤降至 2800 万美元 的年内低点。
为什么值得关注？
这是自 2021 年中国禁止挖矿以来，算力最严重的一次修正。盈利能力告急： 盈亏平衡弹性指数已跌至 2024 年 11 月以来的最低点（数值 21）。即使网络多次下调挖矿难度，仍难以完全抵消收益的缩减。市场反映出在当前难度和价格环境下，挖矿企业的收益率极其低下。
从历史经验看，矿工的“投降”往往伴随着市场底部的形成，但目前该行业面临的压力依然是前所未有的。
你认为在矿工遭遇重创的情况下，比特币能否守住 10 万美元大关？ 👇
#Bitcoin #挖矿 #Glassnode #加密货币新闻 #BTC
📉 Real Talk: Why "Diamond Hands" are Selling 143,000+ $BTC ‼️
The latest Glassnode data is making waves: Long-Term Holders (LTH) have offloaded about 143,000 BTC in the last 30 days.
Before you panic-sell, let’s look at what is actually happening behind the scenes.
Here is the breakdown:
1️⃣ Strategic Profit Taking 💰
These aren't "panic sellers." These are investors who held through the lows and are now taking profits as we sit in the $80k - $85k range. In crypto, "selling into strength" is how the pros stay in the game.
2️⃣ The Supply Tug-of-War
When 143k BTC hits the market, it creates a "supply ceiling." For the price to break toward new highs, new demand (like ETFs and institutional buyers) has to "absorb" all those coins. Right now, we are in a consolidation phase where the market is digesting this extra supply.
3️⃣ Support Levels to Watch 🛡️
With this much selling pressure, the charts are showing some clear "must-hold" zones:
$80,000 - $81,000: This is the current "psychological floor."
$74,000: A major historical support level if the sell-off deepens.
4️⃣ A Healthy Rotation 🔄
This is a "changing of the guard." Coins are moving from old wallets to new ones. While this usually leads to higher volatility in the short term, it resets the market for the next leg up.
The Bottom Line: Don’t fear the distribution; it’s a natural part of the cycle. The "smart money" is rotating, and the "weak hands" are getting shaken out.
Are you buying the dip or waiting for $80k support level to bounce confirmation? Let me know?
#Bitcoin #Glassnode #CryptoAnalysis #BTC #WhaleAlert
The latest Glassnode data is making waves: Long-Term Holders (LTH) have offloaded about 143,000 BTC in the last 30 days.
Before you panic-sell, let’s look at what is actually happening behind the scenes.
Here is the breakdown:
1️⃣ Strategic Profit Taking 💰
These aren't "panic sellers." These are investors who held through the lows and are now taking profits as we sit in the $80k - $85k range. In crypto, "selling into strength" is how the pros stay in the game.
2️⃣ The Supply Tug-of-War
When 143k BTC hits the market, it creates a "supply ceiling." For the price to break toward new highs, new demand (like ETFs and institutional buyers) has to "absorb" all those coins. Right now, we are in a consolidation phase where the market is digesting this extra supply.
3️⃣ Support Levels to Watch 🛡️
With this much selling pressure, the charts are showing some clear "must-hold" zones:
$80,000 - $81,000: This is the current "psychological floor."
$74,000: A major historical support level if the sell-off deepens.
4️⃣ A Healthy Rotation 🔄
This is a "changing of the guard." Coins are moving from old wallets to new ones. While this usually leads to higher volatility in the short term, it resets the market for the next leg up.
The Bottom Line: Don’t fear the distribution; it’s a natural part of the cycle. The "smart money" is rotating, and the "weak hands" are getting shaken out.
Are you buying the dip or waiting for $80k support level to bounce confirmation? Let me know?
#Bitcoin #Glassnode #CryptoAnalysis #BTC #WhaleAlert
🚨 BITCOIN LONG-TERM HOLDERS ARE DUMPING FAST!
Glassnode data confirms LTHs liquidated 143,000 $BTC in the last 30 days. This selling velocity hasn't been seen since August.
What does this massive outflow signal for the immediate price action? Are we seeing capitulation or just a shakeout?
This impacts the whole market structure. Watch $WLD closely too.
#Bitcoin #CryptoNews #Glassnode #LTH #BTC 📉
Glassnode data confirms LTHs liquidated 143,000 $BTC in the last 30 days. This selling velocity hasn't been seen since August.
What does this massive outflow signal for the immediate price action? Are we seeing capitulation or just a shakeout?
This impacts the whole market structure. Watch $WLD closely too.
#Bitcoin #CryptoNews #Glassnode #LTH #BTC 📉
BITCOIN LONG-TERM HOLDERS ARE DUMPING FAST! 🚨
Glassnode data confirms a major shakeup. Long-term holders moved 143,000 $BTC out of storage over the last month. This is the quickest sell-off pace we have seen since August. Are the whales signaling a top? $JTO and $WLD context needed now. Pay attention to this major flow shift.
#Bitcoin #BTC #Glassnode #CryptoWhales #MarketFlow 📉
Glassnode data confirms a major shakeup. Long-term holders moved 143,000 $BTC out of storage over the last month. This is the quickest sell-off pace we have seen since August. Are the whales signaling a top? $JTO and $WLD context needed now. Pay attention to this major flow shift.
#Bitcoin #BTC #Glassnode #CryptoWhales #MarketFlow 📉
🚨 BITCOIN LONG-TERM HOLDERS ARE DUMPING FAST! 🚨
Glassnode confirms a massive outflow. 143,000 $BTC moved off cold storage in the last month. This is the quickest distribution since August. Are the whales preparing for a deep dive or a massive accumulation phase? Watch the market reaction closely. $JTO and $WLD might feel the ripple effect.
#Bitcoin #BTC #CryptoNews #Glassnode #WhaleActivity 📉
Glassnode confirms a massive outflow. 143,000 $BTC moved off cold storage in the last month. This is the quickest distribution since August. Are the whales preparing for a deep dive or a massive accumulation phase? Watch the market reaction closely. $JTO and $WLD might feel the ripple effect.
#Bitcoin #BTC #CryptoNews #Glassnode #WhaleActivity 📉
🚨 比特币临界点：Glassnode 警告关键支撑位 $83,400
BTC 市场情绪正处于微妙的平衡期。根据 Glassnode 的最新分析，市场结构出现弱化迹象，需警惕下行风险。以下是值得关注的核心数据：
📉 核心价位：
$96,500：短期持有者的持仓成本基准。目前币价低于此水平，显示市场短期动力不足。$83,400：最后的关键支撑。一旦跌破，价格恐将向“真实市场平均价格” $80,700 回撤。
💡 链上数据深度解析：
持有者压力：目前约 19.5% 的短期投资者处于浮亏状态。虽然尚未达到恐慌性抛售（55%）的程度，但这一群体对价格波动极度敏感。流动性分化：Binance 现货市场有小幅买盘复苏，但 Coinbase 活跃度低迷，显示美国机构资金动力尚显不足。衍生品风险：尽管资金费率保持中性，但 $90,000 以下的“负伽马（Short Gamma）”效应可能迫使做市商在下跌中抛售，从而加速价格下行。
🔄 总结：
当前市场并未过热，但缺乏持续上涨的现货买盘。如果 $83,400 支撑位失守，可能会重演类似 2018 年或 2022 年的结构性震荡。
操作上请严格执行风险管理，重点盯着 $83,400 这一生死线！🛡️
#Bitcoin #BTC #Glassnode #链上分析 #加密货币
BTC 市场情绪正处于微妙的平衡期。根据 Glassnode 的最新分析，市场结构出现弱化迹象，需警惕下行风险。以下是值得关注的核心数据：
📉 核心价位：
$96,500：短期持有者的持仓成本基准。目前币价低于此水平，显示市场短期动力不足。$83,400：最后的关键支撑。一旦跌破，价格恐将向“真实市场平均价格” $80,700 回撤。
💡 链上数据深度解析：
持有者压力：目前约 19.5% 的短期投资者处于浮亏状态。虽然尚未达到恐慌性抛售（55%）的程度，但这一群体对价格波动极度敏感。流动性分化：Binance 现货市场有小幅买盘复苏，但 Coinbase 活跃度低迷，显示美国机构资金动力尚显不足。衍生品风险：尽管资金费率保持中性，但 $90,000 以下的“负伽马（Short Gamma）”效应可能迫使做市商在下跌中抛售，从而加速价格下行。
🔄 总结：
当前市场并未过热，但缺乏持续上涨的现货买盘。如果 $83,400 支撑位失守，可能会重演类似 2018 年或 2022 年的结构性震荡。
操作上请严格执行风险管理，重点盯着 $83,400 这一生死线！🛡️
#Bitcoin #BTC #Glassnode #链上分析 #加密货币
🚀 比特币：想要起飞，先看“燃料”够不够！Glassnode 最新深度解析
比特币目前仍深陷下行趋势，Glassnode 的分析指出，问题的核心在于：流动性严重不足。
核心要点梳理：
🔹 流动性是关键： 想要实现真正的趋势反转，市场必须迎来新资金的注入。
🔹 盈亏比指标： 历史数据表明，只有当 90 日移动平均盈亏比保持在 5 以上时，比特币才会迎来持续上涨。而目前该指标仅为 2。
🔹 供应压力： 目前约 22% 的流通 BTC 处于亏损状态，这与 2018 年和 2022 年的调整期类似。如果无法守住关键支撑位，抛压可能会进一步释放。
也有好消息：
根据 CryptoQuant 的数据，转入 Binance 的 BTC 数量仍处于历史低位。这意味着大户们更倾向于 HODL（长线持有），而不是抛售。
总结： 短期存在回调风险，但下行空间有限。真正的“To the Moon”还在等待流动性的全面复苏！📈
#比特币 #BTC #Glassnode #加密货币分析 #BinanceSquare
比特币目前仍深陷下行趋势，Glassnode 的分析指出，问题的核心在于：流动性严重不足。
核心要点梳理：
🔹 流动性是关键： 想要实现真正的趋势反转，市场必须迎来新资金的注入。
🔹 盈亏比指标： 历史数据表明，只有当 90 日移动平均盈亏比保持在 5 以上时，比特币才会迎来持续上涨。而目前该指标仅为 2。
🔹 供应压力： 目前约 22% 的流通 BTC 处于亏损状态，这与 2018 年和 2022 年的调整期类似。如果无法守住关键支撑位，抛压可能会进一步释放。
也有好消息：
根据 CryptoQuant 的数据，转入 Binance 的 BTC 数量仍处于历史低位。这意味着大户们更倾向于 HODL（长线持有），而不是抛售。
总结： 短期存在回调风险，但下行空间有限。真正的“To the Moon”还在等待流动性的全面复苏！📈
#比特币 #BTC #Glassnode #加密货币分析 #BinanceSquare
⚡️ Crypto Market Recovery: Leverage Drops, Discipline Grows
Analysts from Coinbase Institutional and Glassnode have released a joint report confirming that the crypto market has become "mature" and more resilient following the October deleveraging.
Key Highlights:
🔹 Goodbye, Aggressive Risk: Investors are moving away from high-leverage positions (leverage has dropped to ~3% of total market cap) and shifting toward options. This creates a more stable and "healthy" trading environment.
🔹 BTC Dominance: Bitcoin maintains its lead at nearly 59%. Mid- and small-cap assets have lost their momentum as focus shifts to defensive strategies.
🔹 Fear or Caution? The NUPL indicator has shifted from "Belief" to "Anxiety." Despite better macro conditions, investors are hesitant to take on directional risks.
🔹 A New Paradigm for Ethereum: Traditional cycle indicators are losing their edge for ETH. Due to L2 fee compression and new tokenomics, Ether's dynamics now depend more on global liquidity than on the length of the market cycle.
The Bottom Line: We are witnessing a paradigm shift. The market has flushed out excess leverage, and institutional investors remain "selectively positive," favoring large-cap assets amidst geopolitical uncertainty.
How are you allocating your portfolio right now? Doubling down on BTC or waiting for altseason? 👇
#CryptoNews #Bitcoin #Ethereum #Coinbase #Glassnode
Analysts from Coinbase Institutional and Glassnode have released a joint report confirming that the crypto market has become "mature" and more resilient following the October deleveraging.
Key Highlights:
🔹 Goodbye, Aggressive Risk: Investors are moving away from high-leverage positions (leverage has dropped to ~3% of total market cap) and shifting toward options. This creates a more stable and "healthy" trading environment.
🔹 BTC Dominance: Bitcoin maintains its lead at nearly 59%. Mid- and small-cap assets have lost their momentum as focus shifts to defensive strategies.
🔹 Fear or Caution? The NUPL indicator has shifted from "Belief" to "Anxiety." Despite better macro conditions, investors are hesitant to take on directional risks.
🔹 A New Paradigm for Ethereum: Traditional cycle indicators are losing their edge for ETH. Due to L2 fee compression and new tokenomics, Ether's dynamics now depend more on global liquidity than on the length of the market cycle.
The Bottom Line: We are witnessing a paradigm shift. The market has flushed out excess leverage, and institutional investors remain "selectively positive," favoring large-cap assets amidst geopolitical uncertainty.
How are you allocating your portfolio right now? Doubling down on BTC or waiting for altseason? 👇
#CryptoNews #Bitcoin #Ethereum #Coinbase #Glassnode
🚨 تحرك كبير لحاملي البيتكوين على المدى الطويل
بيانات Glassnode تكشف أن حاملي البيتكوين طويل الأجل باعوا نحو 143,000 $BTC خلال 30 يومًا — أسرع وتيرة منذ أغسطس. ضغط بيع غير متوقع قد يضغط على السوق ويؤثر على الأسعار قريبًا.
#bitcoin #crypto #Glassnode #HODL #MarketAlert
📊هده عملات في صعود قوي: 👇
💎 $PLAY
💎 $SOMI
بيانات Glassnode تكشف أن حاملي البيتكوين طويل الأجل باعوا نحو 143,000 $BTC خلال 30 يومًا — أسرع وتيرة منذ أغسطس. ضغط بيع غير متوقع قد يضغط على السوق ويؤثر على الأسعار قريبًا.
#bitcoin #crypto #Glassnode #HODL #MarketAlert
📊هده عملات في صعود قوي: 👇
💎 $PLAY
💎 $SOMI
📉 比特币长期持有者开始派发：抛售速度创8月以来新高
当传统金融市场持续走强时，比特币的“钻石手”们却选择落袋为安。以下是投资者需要关注的核心数据：
• 抛售规模： 在过去30天内，持有BTC超过155天的长期持有者（LTH）累计减持约 14.3万枚 BTC。这是近5个月来最活跃的抛售潮。
• 趋势反转： 12月底至1月初的短暂积累期已结束，目前市场再次进入“分发阶段”。
• 价格承压： 尽管比特币试图站稳 $97,000，但长期持有者的派发行为已成为阻碍币价追赶大盘的主要阻力。
• 持仓现状： 该群体目前仍持有约 1450万枚 BTC。他们的减持动向将直接决定未来市场的反弹高度。
结论： 比特币表现暂时落后于传统市场，主要是受大户获利回吐影响。目前需关注市场承接力，看新入场资金能否消化这一波抛压。
#Bitcoin #BTC #数据分析 #Glassnode #加密货币
当传统金融市场持续走强时，比特币的“钻石手”们却选择落袋为安。以下是投资者需要关注的核心数据：
• 抛售规模： 在过去30天内，持有BTC超过155天的长期持有者（LTH）累计减持约 14.3万枚 BTC。这是近5个月来最活跃的抛售潮。
• 趋势反转： 12月底至1月初的短暂积累期已结束，目前市场再次进入“分发阶段”。
• 价格承压： 尽管比特币试图站稳 $97,000，但长期持有者的派发行为已成为阻碍币价追赶大盘的主要阻力。
• 持仓现状： 该群体目前仍持有约 1450万枚 BTC。他们的减持动向将直接决定未来市场的反弹高度。
结论： 比特币表现暂时落后于传统市场，主要是受大户获利回吐影响。目前需关注市场承接力，看新入场资金能否消化这一波抛压。
#Bitcoin #BTC #数据分析 #Glassnode #加密货币
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