Julio (@juliohug_) 's Twitter Profile
Julio

@juliohug_

Kings never die

ID: 429256153

calendar_today05-12-2011 19:08:13

3,3K Tweet

151 Followers

99 Following

glassnode (@glassnode) 's Twitter Profile Photo

All $Bitcoin cohorts have now decisively moved into distribution, led by the 10–100 $BTC group. The uniformity across cohorts highlights broad sell-side pressure emerging in the market.

All $Bitcoin cohorts have now decisively moved into distribution, led by the 10–100 $BTC group. The uniformity across cohorts highlights broad sell-side pressure emerging in the market.
glassnode (@glassnode) 's Twitter Profile Photo

The Relative Unrealized Loss of $BTC investors sits at just 0.5% - far from the >30% levels typical of bear market extremes. This reinforces that most holders remain in profit, despite growing short-term stress.

The Relative Unrealized Loss of $BTC investors sits at just 0.5% - far from the >30% levels typical of bear market extremes. This reinforces that most holders remain in profit, despite growing short-term stress.
CryptoCon (@cryptocon_) 's Twitter Profile Photo

Yesterday, I made the decision to sell all of my Bitcoin and Altcoins as I feel data has grown exhausted, which has shifted my perspective from bullish to bearish. I sold my Bitcoin at $112,596.64 I sold my Ethereum at $4,500.82 I have been holding both coins from these prices

glassnode (@glassnode) 's Twitter Profile Photo

Consolidation Range Bitcoin is currently trading at $111.1k, stuck between the 0.85 and 0.94 quantile cost basis band ($104.1k–$114.1k). This range historically marks post-euphoria consolidation. A break below signals further exhaustion, while a reclaim above $114k could mark

Consolidation Range

Bitcoin is currently trading at $111.1k, stuck between the 0.85 and 0.94 quantile cost basis band ($104.1k–$114.1k). This range historically marks post-euphoria consolidation. A break below signals further exhaustion, while a reclaim above $114k could mark
glassnode (@glassnode) 's Twitter Profile Photo

#Bitcoin’s short-term correlation with Gold has flipped negative (30D: -0.53), while longer horizons remain modestly positive (365D: 0.65).

#Bitcoin’s short-term correlation with Gold has flipped negative (30D: -0.53), while longer horizons remain modestly positive (365D: 0.65).
glassnode (@glassnode) 's Twitter Profile Photo

Since our Aug 25 post, distribution has softened but not reversed. Most $BTC cohorts remain below the 0.5 threshold, indicating sell-side pressure persists. No group is showing strong accumulation (>0.8). The market remains in a broadly neutral-to-distribution regime.

Since our Aug 25 post, distribution has softened but not reversed. Most $BTC cohorts remain below the 0.5 threshold, indicating sell-side pressure persists. No group is showing strong accumulation (>0.8). The market remains in a broadly neutral-to-distribution regime.
glassnode (@glassnode) 's Twitter Profile Photo

Holding The Line Bitcoin holds support at the STH cost basis, with ETFs and slowing LTH sell pressure adding stability. Options reset post-expiry as OI rebuilds, vol eases, and flows tilt toward cautious Q4 upside. Read the full Week On-Chain below👇 glassno.de/46Nc3YZ

Holding The Line

Bitcoin holds support at the STH cost basis, with ETFs and slowing LTH sell pressure adding stability. Options reset post-expiry as OI rebuilds, vol eases, and flows tilt toward cautious Q4 upside.

Read the full Week On-Chain below👇 glassno.de/46Nc3YZ
Tomas (@tomasonmarkets) 's Twitter Profile Photo

Looks we've triggered a huge mechanical deleveraging of systematic strategies today. They were ultra-long equities and therefore hyper-sensitive to small fluctuations in trend and volatility, so it doesn't take much for them to start selling. It's been ripe for a while.

Looks we've triggered a huge mechanical deleveraging of systematic strategies today.

They were ultra-long equities and therefore hyper-sensitive to small fluctuations in trend and volatility, so it doesn't take much for them to start selling.

It's been ripe for a while.
CoinGlass (@coinglass_com) 's Twitter Profile Photo

The largest liquidation event in crypto history. In the past 24 hours, 1,618,240 traders were liquidated, with a total liquidation amount of $19.13 billion. The actual total is likely much higher — #Binance only reports one liquidation order per second.

The largest liquidation event in crypto history.

In the past 24 hours, 1,618,240 traders were liquidated, with a total liquidation amount of $19.13 billion.

The actual total is likely much higher — #Binance  only reports one liquidation order per second.
glassnode (@glassnode) 's Twitter Profile Photo

Smaller $BTC holders are stepping up. Strong accumulation is underway among small to mid-sized cohorts (1–1000 BTC), while large holders have slowed distribution, signaling renewed confidence in spite of the recent shakeout.

Smaller $BTC holders are stepping up.
Strong accumulation is underway among small to mid-sized cohorts (1–1000 BTC), while large holders have slowed distribution, signaling renewed confidence in spite of the recent shakeout.
Tomas (@tomasonmarkets) 's Twitter Profile Photo

OK, lots of bad takes on X over the past few days. Is there a banking crisis? (no) Is there a dollar funding crisis? (not really - yet) Is the Fed doing QE? (no) So what's going on? The current funding/banking issues are largely being fueled by a rebuild of the Treasury

OK, lots of bad takes on X over the past few days.

Is there a banking crisis? (no)

Is there a dollar funding crisis? (not really - yet)

Is the Fed doing QE? (no)

So what's going on?

The current funding/banking issues are largely being fueled by a rebuild of the Treasury
glassnode (@glassnode) 's Twitter Profile Photo

Altcoin relative profits are stabilizing in deep capitulation territory, with only ~5% of supply in profit, while Bitcoin’s profits have just begun to decline sharply. This unusual divergence between BTC and alts is unprecedented in prior cycles. 📉 glassno.de/4a0zsJs

Altcoin relative profits are stabilizing in deep capitulation territory, with only ~5% of supply in profit, while Bitcoin’s profits have just begun to decline sharply.
This unusual divergence between BTC and alts is unprecedented in prior cycles.

📉 glassno.de/4a0zsJs
glassnode (@glassnode) 's Twitter Profile Photo

During the November–December bottoming phase, supply accumulation was primarily driven by larger entities, while smaller cohorts were distributing. This divergence appears to be driven in part by exchange-related wallet reshuffling, and also by large holders buying the dip. 📉

During the November–December bottoming phase, supply accumulation was primarily driven by larger entities, while smaller cohorts were distributing.

This divergence appears to be driven in part by exchange-related wallet reshuffling, and also by large holders buying the dip.
📉
glassnode (@glassnode) 's Twitter Profile Photo

Failed Breakout #Bitcoin is consolidating in a low-volume regime, with easing spot pressure, light leverage, and volatility priced as short-lived rather than structural. Read the full Week On-Chain👇 glassno.de/3ZosaJ7

Failed Breakout

#Bitcoin is consolidating in a low-volume regime, with easing spot pressure, light leverage, and volatility priced as short-lived rather than structural.

Read the full Week On-Chain👇
glassno.de/3ZosaJ7
glassnode (@glassnode) 's Twitter Profile Photo

Stress Builds Below Resistance $BTC is consolidating with muted volumes, as spot bid rebuilds slowly while options markets lean increasingly defensive. Read the full Week On-Chain👇 glassno.de/3Zp9oBD

Stress Builds Below Resistance

$BTC is consolidating with muted volumes, as spot bid rebuilds slowly while options markets lean increasingly defensive.

Read the full Week On-Chain👇
glassno.de/3Zp9oBD
glassnode (@glassnode) 's Twitter Profile Photo

Structural Weakness Bitcoin remains defensive in the $60k–$72k zone while overhead supply caps rallies. Treasury outflows, reactive spot volume, and cooling futures signal shallow demand. Read the full Week On-Chain👇 glassno.de/4ksUSCi

Structural Weakness

Bitcoin remains defensive in the $60k–$72k zone while overhead supply caps rallies. Treasury outflows, reactive spot volume, and cooling futures signal shallow demand.

Read the full Week On-Chain👇 
glassno.de/4ksUSCi
glassnode (@glassnode) 's Twitter Profile Photo

🔄 Update: With the spot price trading at $68.8K, the key on-chain price models are as follows: 🔴 STH Cost Basis: $90.9K 🟡 Active Investors Mean: $85.8k 🟢True Market Mean: $79.0K ---- Spot Price: $68.8K ---- 🔵 Realized Price: $54.9K 📊 glassno.de/3XDy2xe

🔄 Update:  
With the spot price trading at $68.8K, the key on-chain price models are as follows:

🔴 STH Cost Basis: $90.9K 
🟡 Active Investors Mean: $85.8k
🟢True Market Mean: $79.0K
---- Spot Price: $68.8K ----
🔵 Realized Price: $54.9K

📊 glassno.de/3XDy2xe
CryptoCon (@cryptocon_) 's Twitter Profile Photo

The last big move was a precise hit of level 2 on the Magic Bands at 65k. And, in the exact time frame you'd expect. Dates for previous level 2 in bear markets: February 26th, 2014 February 3rd, 2018 January 23rd, 2022 February 7th, 2026 The cycle bottom band, which has been

The last big move was a precise hit of level 2 on the Magic Bands at 65k.

And, in the exact time frame you'd expect. Dates for previous level 2 in bear markets:

February 26th, 2014
February 3rd, 2018
January 23rd, 2022
February 7th, 2026

The cycle bottom band, which has been