Our Co-Founder, Rafael Schultze-Kraft, will be speaking at TOKEN2049 in Dubai today, about how to trade digital assets using on-chain data. If you're attending #TOKEN2049 , be sure to check it out on the DWF Labs Stage at 12pm! We're looking forward to meeting you there.

This is the fruit of hours of teamwork here at glassnode.
We consolidated multiple concepts and techniques into a Risk Assessment framework that can benefit many investors, including traders/speculators.

Introducing the Q1 2024 Guide To Crypto Markets by Coinbase Institutional 🛡️ and @Glassnode.

The 44-page Guide dives into Bitcoin, Ethereum, Stablecoins, Derivatives and portfolio allocation.

Get the guide here: get.glassnode.com/q1-2024-guide-…

The #Bitcoin Illiquid Supply Change remains extremely elevated near cycle highs as HODLing remains prominent.

Currently, coins are flowing into illiquid wallets with little to no history of spending at a rate of +194.5K BTC per month.

📊glassno.de/3CShIhI

#Bitcoin is quiet, volumes are down, and it is pretty clear we are in the hangover apathy phase.

But look under the surface.

What are the highest conviction holders doing?

What are the fundamental supply dynamics?

Latest analysis hot off the press.

insights.glassnode.com/the-week-oncha…

Currently one of my absolute favourite #Bitcoin charts

The age old market adage is to buy low, and sell high. However, a great many new Bitcoiner's do the exact opposite, riding heavy losses from the market peak, only to capitulate at the very bottom.

In this piece, we visualize this phenomena, as it happens, on-chain.

Find out…

Over the last 90-days, Crude Oil (WTI) declined -4.0%, whilst Gold (XAU) and Silver (XAG) have rallied 7.5% and 12.7%, respectively.

#Bitcoin however, continues to outperform, remaining 14.5% above the February close. #Bitcoin performance is weaker than the peak first quarter…

When anchoring from the November market ATH, the #Bitcoin spot price is finding support at the -61.8% golden ratio Fibonacci Retracement, currently residing at $26.2K.

Investing in #Bitcoin markets? Subscribing to our free newsletter is a can't-miss resource.

Edge and insights you cannot find anywhere else.

insights.glassnode.com

REVISITING 5 ON-CHAIN PRICING MODELS

The combination of technical and on-chain pricing models is a robust toolbox that leverages human behavioural analysis principles to weather the #Bitcoin market.

📈 bit.ly/3o0N9Tf
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On May 11th and 12th, the #Ethereum network experienced two occasions where over 60% of the validators stopped performing their duties, causing a loss in Finality.

Finality refers to the state where a supermajority of validators (2/3 of the total stake) have attested to the…

Currently, the percentage of Futures Open Interest with Crypto-margined collateral remains at historic lows.

Crypto-margined collateral such as #Bitcoin or #Ethereum is inherently more volatile, as fluctuations in the value of underlying collateral can amplify deleveraging…