Every Zipp story tagged #Glassnode, newest first.
Per-call USDC payments connect machine-driven analysis with direct access to on-chain, derivatives and ETF metrics.
The integration connects machine-readable on-chain intelligence with payment rails, giving agents a direct path to data before they act on market conditions.
The shift puts market breadth at the center of the rally, with rotation beyond Bitcoin becoming the key signal for altcoin traders.
The value sits in the venue-resolved read: how options took share of the book, where liquidity concentrated, and what the curve is pricing now. That is the structural layer behind every tape move.
The Sept. 15 reversal took six-session net withdrawals to $753 million, and Glassnode data shows spot and perpetual sellers pushing below statistical bands with $36 billion in futures leverage still…
Long-term holders now take 47% of realized profit, down from 88% in August, easing one measure of overhead supply even as 1.07M BTC sits parked between $83K-$86K.
The two seller cohorts in that $47B band (recent buyers near $71K and LTHs at $83K-$86K) sit in the path of any breakout. ETF outflows just made it the first live demand test since the rally began.
Glassnode's CLI lets users pose plain-language questions and have an external AI agent run the research through the firm's on-chain analytics dataset.
Glassnode's on-chain read shows every wallet cohort accumulating, exchange supply draining, and 1.05M $BTC of long-term holder cost-basis stacked at $83K-$86K as the recovery's first real test.
Macro provided a 24-point lift, but light flows at 30/100 leave the reading defensive despite valuation sitting at the cycle's discounted end.
Bitcoin's cycle position is marked deep in capitulation, while leverage remains fairly light and rotation is tilted toward alts.
The spike traces to the Coldcard firmware exploit, with the channel reading it as holders migrating seeds to alternative custody rather than shifting market conviction.
Cheap options let traders stack directional bets without immediate pain; the danger comes the moment positioning is forced to unwind, with no liquidity standing in front of it.
The headline 1.5% growth print undercut forecasts, but a 3.2% consumer-spending pace and 5.7% GDP price index leave the Fed little room to ease, keeping $BTC pinned below $69K.
Glassnode says the marginal BTC buyer is now being paid to wait: only the second time on record that Treasury yields beat the carry trade, with spot volume at a 2019 low.
Glassnode's Week 31 pulse reads as four corroborating signals of consolidation: spot stuck between $64K and $66.7K, perps showing softer buy-side aggression, spot ETFs back in net outflows, and…
The 34-page quarterly frames Bitcoin as testing a turn from correction to accumulation, with ETF outflows decelerating and leveraged longs quietly building underneath a firmer macro liquidity…
Short-term-holder cost basis at $69K is the level that separates a real institutional re-engagement from a tactical wager on July 29, with whale wallets and ETF flows carrying the rally until broader…
The strongest positioning shift of the year meets the bear market's heaviest supply ceiling: reclaim the Short-Term Holder Cost Basis and an air pocket opens to $84K; rejection sends the tape back to…
Spot at $64.9K sits under the STH cost basis, true market mean, and active investor mean, with realized price the only line still anchoring the cycle low.
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