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!

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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

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Isaa's avatar

Vote for Y3$ 2

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Stanislav Kozlovski's avatar

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

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Xyy5’16”'s avatar

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

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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?

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Phillip George's avatar

Great read here 😄

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Ro's avatar

Excellent post. Keep them coming!

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Digital Wilder's avatar

Very nice analysis, thanks...!

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Ken Stoupa's avatar

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

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Respect the Pump's avatar

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

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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!

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LocaPelotas's avatar

very helpful. keep them coming. thank you

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star's avatar

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

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Daniel's avatar

Live it! Great analysis! Thx

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Andrii's avatar

Why doesn't Glassnode accept payments via Bitcoin?

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LarDude's avatar

👏😀

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