The Week On-chain Featured A Rally Running Light Bitcoin pushed through the $85K ask wall on thin volume and little new money, and has since slipped back. Options traders lean bullish, liquidation levels stack up below price, and altcoins look stretched.
Product & Research Featured Glassnode Alpha Lab Alpha Lab helps investors turn Glassnode’s on-chain and market data into transparent, testable trading heuristics without having to build a research pipeline from scratch.
Partner Reports Featured Bybit + Glassnode: The State of Crypto Derivatives A joint report on how the Bitcoin options market grew, where it took its share from, and how trading behaviour differs across the venues.
Product & Research Featured Ark Invest + Glassnode: The Decentralization Spectrum The Decentralization Spectrum: Design Tradeoffs In Digital Assets is a joint report by ARK Invest and Glassnode that maps Bitcoin, Ethereum, and Solana across four design features and six measurable dimensions of decentralization.
Market Pulse BTC Market Pulse: Week 41 Bitcoin trades near $86k after a Sunday rally lifted the weekly close about 2% higher. Derivatives positioning eased back into its normal range and ETF inflows cooled, while on-chain activity, new capital and profit-taking all run hot.
Macro Special Pricing Out the Hike A plain guide to why traders cut their bets on an October rate hike, and what Bitcoin did.
The Week On-chain Strength Meets a Wall Bitcoin holds above its key cost bases and profit taking stays light, but ETF inflows have faded, volume is low, and a wall of sell orders at $85K-$85.5K caps the price.
Partner Reports Xapo Bank + Glassnode: Generating Yield on Bitcoin This report explains how institutions can earn a yield on Bitcoin through lending, futures, options and on-chain strategies, and what each route returns for the risk it carries.
Market Pulse BTC Market Pulse: Week 40 Bitcoin trades near $84k after a week that closed about 4% higher. ETF inflows carried the gain while perpetual traders and profit-takers sold into it, and Monday's dip takes price back to the lower end of its range.
Strategy Watch #8 Our monthly analysis of strategy performance and capital flows in digital assets. We examine fund returns, structured product trends, and allocator shifts to reveal how institutional demand and exposure are evolving across crypto markets.
The Week On-chain Escape Velocity Bitcoin has moved above the cost bases that held it back this year, and the question now is how far it can go. Profit taking is light, ETF buying is picking up, and the next major resistance sits at the mean MVRV price near $96.7K.
Market Pulse BTC Market Pulse: Week 39 Bitcoin touches $86k, up more than 10% from last Sunday's close. Spot and perpetual buyers lead, leverage and profit-taking rise with price, and ETF flows are the one reading still pointing the other way.
The Week On-chain Breakdown into Thin Support Bitcoin has slipped out of its recent range and back under the True Market Mean, yet it has held up well through a failed Senate vote and a sharp altcoin sell-off. New demand is missing: on-chain inflows, ETF flows, stablecoin growth and corporate buying have all stalled.
Market Compass Market Compass: The Dollar Takes It Back Our Market Compass snapshot: where the market stands across the macro, cycle, capital-flow, derivatives, behaviour, on-chain and rotation lenses, with the full PDF report free to download and the live dashboard updated daily.
Market Pulse BTC Market Pulse: Week 38 Bitcoin slips to $76.8k, down 4.4% on the week, yet holds its range. Spot and perpetual selling and ETF outflows weigh, but capital inflows and elevated profitability show a market absorbing pressure, not breaking down.
The Week On-chain The Ceiling Everyone Can See Bitcoin has climbed back to the edge of a resistance band that cost-basis data, the liquidation map and institutional break-even levels all draw in the same place, yet the selling into it is the lightest of the year. Measured inflation sits at a two-year low while yields hold at cycle highs.
Market Pulse BTC Market Pulse: Week 37 Bitcoin holds near $79.1k after a flat week. Capital inflows, ETF demand and futures leverage all build, while cooling spot momentum and a deeply negative volatility spread keep the market finely balanced.
The Week On-chain Doubt at the Boundaries Following the mid-August short squeeze and a brief wave of euphoria, Bitcoin stalled immediately below long-term overhead supply. With sovereign yields setting new cycle highs and ETF turnover subdued, the market has settled back into a well-defined trading range.
Market Pulse BTC Market Pulse: Week 36 BTC holds near $78,300 after rallying from $64k lows. Institutional inflows stay strong, but rising leverage, tight volatility spreads, and softening retail activity point to a cautious, transitional market.
Strategy Watch #7 Our monthly analysis of strategy performance and capital flows in digital assets. We examine fund returns, structured product trends, and allocator shifts to reveal how institutional demand and exposure are evolving across crypto markets.
The Week On-chain Squeeze into Supply A record short liquidation event ignited a 26% rally off the mid-August low, and real money paid for it: the strongest ETF intake of the year, coins leaving exchanges, every cohort accumulating. What stands between this recovery and the January high is one band of supply between $81K and $86K.
Market Pulse BTC Market Pulse: Week 35 Bitcoin has surged toward $80k as spot, derivatives and ETF demand accelerate. Rising activity and profitability support the move, though muted macro inflows suggest it remains tactically driven.
The Week On-chain Yields Anchor, Capitulation Grinds Elevated yields keep Bitcoin anchored near cycle lows while gold and oil rally. On-chain, price sits below both key cost bases in a shallow capitulation. Perpetual demand improves but US spot lags and volatility compresses. The bottoming process is underway, exhaustion is not.
Market Pulse BTC Market Pulse: Week 34 Bitcoin holds near $63.6k as weak spot liquidity, ETF outflows and loss realization keep conditions subdued. Stabilising capital flows suggest selling pressure may be easing, but conviction remains limited.
The Week On-chain Trigger Happy Bitcoin is wound tight between converging cost-basis levels on the quietest tape since 2019. Sellers are tiring and buyers are absent, yet leverage has already pulled the trigger on a recovery the data does not yet support.
