30 Comments
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Michael F's avatar

Uniquely good read in the crypto space. The only post I know with more data than speculation. Keep it up!

Sebastian's avatar

Great analysis and write up! Thanks so much for putting this out - highly appreciate it! You were mentioning in a previous post that you were debating the idea of a Telegram channel for more frequent update. If you have anything in the pipe for that, please let us know

Stanislav Kozlovski's avatar

What defines a short-term BTC holder? Are institutions which are buying in today classified as such?

Xyy5’16”'s avatar

BTW, thank you for the great information and analysis. It’s really great you are doing this.

Xyy5’16”'s avatar

On the last chart it shows a total of 21 Million BTC, how? Is the total supply around 18.7M right now?

Ro's avatar

Excellent post. Keep them coming!

Digital Wilder's avatar

Very nice analysis, thanks...!

Ken Stoupa's avatar

I like the way the charts let you know where btc are going to

Respect the Pump's avatar

Thanks - gives us some idea where we are in this cycle compared to our last run up

AaEhhhhh's avatar

thank you Yann & Jan for the great insights. I would like to know more about the supply transition graph. So are you implying that long-term holders are selling into the demand by short-term holders?

Also, how do you tell if a holder is long-term or short-term? Is it by their date of purchase?

Thank you!

LocaPelotas's avatar

very helpful. keep them coming. thank you

star's avatar

How did you chart bitcoin futures volume vs spot volume? Glassnode doesn't seem to have it

Daniel's avatar

Live it! Great analysis! Thx

Andrii's avatar

Why doesn't Glassnode accept payments via Bitcoin?