@n3ocortex

Ex-neuroscientist | Python Maximalist | Swing HODLer | Data Scientist | Opinions my own | Co-founder @glassnode

 Berlin
studio.glassnode.com
Joined June 2016
  • Tweets1.3K
  • Following769
  • Followers51.1K
512Media
Rafael retweeted
glassnode
@glassnodeOct 21
$BTC is boxed in between $80K and $87K. Below, buyers refilled the bids at the ETF and treasury cost basis. Above, the top buyers' break-even, the main asks and the largest liquidation clusters share one zone. More on ETF flows, MSCI and altcoins in this week's Week On-chain.
glassnode
@glassnodeOct 21
Binance asks and the biggest liquidation clusters sit around $87K. The top buyers still cap $BTC price near the same levels. A daily close above that level with ETF inflows would show buyers absorbing the supply. More in this week's Week On Chain

Swept and Refilled

Article · @glassnode
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Rafael retweeted
Rafael
@n3ocortexOct 14
#BTC hash rate has recovered and is back up about 10% from its late-august lows. it now sits just above 1000 EH/s. great to see this stabilization after the downtrend.
Rafael
@n3ocortexAug 6
The Great AI Migration #BTC hash rate down nearly 20% since its October peak
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Rafael retweeted
Willy Woo
@willywooOct 8
Good data here showing which exchanges and entities have their public keys exposed which is relevant to Quantum and SI Classical Maths attack risks which is expected to climb in the coming years.
Rafael
@n3ocortexOct 8
6.26M #BTC, or 31.2% of supply, sits behind a public key that is already visible on-chain. At least that much would have to move in a migration to addresses whose keys are still hidden behind a hash. The share is up from 24.8% in early 2021 and back at 2016 levels. 🧵 1/6
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Don’t reuse addresses 🙏
Rafael
@n3ocortexOct 8
Replying to @n3ocortex
Address reuse accounts for 4.33M BTC: the address has already spent, so its key is public. Moving those coins to a fresh address ends the exposure. The other 1.94M BTC are exposed by script type: 1.71M in P2PK, of which 1.10M is attributed to Satoshi, and 222K in Taproot. 2/6
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Rafael retweeted
glassnode
@glassnodeOct 4
bitcoin:native's largest overhead liquidation cluster sits near $90k. If price touches this level, leveraged shorts will be forced to closes their positions. Zoom into the last two months and smaller clusters can be seen around $83k and $75k. Either side could speed up the next move.
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Rafael retweeted
glassnode
@glassnodeSep 23
Short-term bitcoin:native holders are back above the sell line. Nevertheless, profit taking has stayed light. More on this topic, as well as the levels to watch in this week's Week On-chain. 👇
glassnode
@glassnodeSep 23
Bitcoin is back above the levels that held it down all year. Our new Week On-chain report maps where it could go next.

Escape Velocity

Article · @glassnode
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Rafael retweeted
glassnode
@glassnodeSep 21
As expected, bitcoin:native accelerated through the wall of short liquidations. Shorts accumulated between $82k and $86k for months, however the rejection from this level was shallow. Now these shorts are the fuel, as these traders are required to buy back BTC.
glassnode
@glassnodeSep 18
bitcoin:native is climbing into a thickening liquidation shelf. The dense cluster sits around $83k–$86k. If reached, price could move quickly through this zone as shorts are forced to cover. These shorts have been building for several weeks.
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Good agents need good data. @glassnode is one of the best in the game. Welcome to x402.
glassnode
@glassnodeAug 4
Your AI agent can now buy Glassnode data. x402 pays per call: from your @coinbase balance via Coinbase for Agents (live today), or any USDC wallet via Base MCP. Try: "Pull Glassnode's MVRV and NUPL for BTC and tell me if the market is overheated" glassno.de/451fVoR
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Overturn this. 🧏‍♂️ #USABEL
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Rafael retweeted
glassnode
@glassnodeJul 4
One of our most insightful on chain metrics is the Hyperliquid Entry Price Heatmap. It shows the exact price levels at which traders enter positions. Large longs from $72-76k and shorts from $60k are currently under water, leading to fragility in either direction. glassno.de/44Imuwb
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The rolling year-over-year sum of $BTC ETF flows is negative.
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Haven't posted this one for a while. But overall this relative strength is encouraging for alts. After being destroyed in relative terms for 2 years, they seem to be finally rounding out quite nicely
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Rafael retweeted
glassnode
@glassnodeJun 15
The recent $BTC correction appears to have attracted buyers back into the market. Accumulation Trend Scores have turned higher across multiple wallet cohorts, suggesting supply is being absorbed as investors step in following the move to down $60K. glassno.de/4fM7kgm
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Spot volume across the top 500 coins has fallen to levels not seen since 2023. The holiday slowdown is in full effect 📊glassno.de/4oRkiua
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$BTC touched +1 Standard Deviation (SD) above the Short-Term Holder cost basis (~$120k), a level that has historically acted as resistance during strong momentum phases. If this trend continues, the next resistance is at +2 SD - around $136k: glassno.de/3GQ96ha
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An on-chain analogue to the Death Cross has emerged. The 30-day volume-weighted price of $BTC has crossed below the 180-day, signaling weakening momentum. Historically, this pattern preceded 3–6 months of bearish trends. Live chart: glassno.de/3DTvB3z
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#Bitcoin short-term holders (STH) realized losses spiked to $23.4M yesterday, marking one of the largest spikes in the past three months. For comparison, previous peaks clocked in at $38M on Feb 3 and $25M on Dec 20: glassno.de/41visGE
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$96k remains a key level. Below that, $93k comes into play—but really, we’ll remain in good shape above $88k. #Bitcoin glassno.de/cbd
Rafael
@n3ocortex5 Dec 2024
Replying to @n3ocortex
4/ Long-term view: Zooming out, we see the importance of the $96k–$98k range, confirmed as a dominant zone of investor interest. However, what’s striking is the large gap in accumulated supply below $88k. There’s minimal support in this range, with the next major accumulation zone visible only at $70k an below. This gap could become a key factor in market dynamics, should prices move lower in the future.
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Stablecoins are pumping, their aggregated market cap now at $187B, up 12.26% in the last 30 days. This surge, led by $USDT, reflects growing demand for liquidity as #Bitcoin breaks back above $100K.
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Our Co-Founder, @n3ocortex, 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.
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