US spot #Bitcoin ETFs have seen net outflows over the past 30 days for the first time since late July, reaching -$292M on Oct 26.
The dip remains shallow, and inflows have returned this week. bitcoin:native
Chart:
1598111.1K
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Digital asset data, analytics, and research. https://t.co/VrKU3mBzsv https://t.co/oQcrlZNkPF
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- glassnodeRT @n3ocortex: we're right in the middle of the window where previous #btc cycles bottomed. drawdown 13 months after the top: • 2013: -71.0% • 2017: -79.5% • 2021: -74.6% today: -34.8%0706.9K
- This market looks a lot like summer 2023. In 2023, bitcoin:native's first big move off the bottom ran into a meme and altcoin frenzy. Volatility then sank. This year has followed the same order, with volatility now at the lows. More on these parallels in this week's Week On-chain.
glassnode @glassnode$85K keeps turning $BTC back. Since January, Bitcoin has closed above it on only five days, never more than three in a row. It's a truly tough level to break. More in depth analysis in our latest Week on Chain report582829225K - $85K keeps turning $BTC back. Since January, Bitcoin has closed above it on only five days, never more than three in a row. It's a truly tough level to break. More in depth analysis in our latest Week on Chain report521716755.8K
- glassnodeRT @n3ocortex: "outflows from ETFs are signal" wrong. people need to stop treating ETF flows as a leading indicator. ETF flows chase price. they line up with the price move that already happened (r≈0.36) and say almost nothing about the next one.@jason @JasonA brutal year for Bitcoin is just getting started. Give me three minutes to explain why you should dump it now. Outflows from ETFs are signal and will continue. We will test the 57k low again in the next 12 months. Why? Because there are far too many dynamic places to put your money that are creating MUCH more value. Why put your resources into a dead network that offers nothing beyond a store of value? What's the point of place the BTC be if Bitcoin's Ponzi-scheme nature has gone away!?! The viral nature of bitcoin was it's power... if you didn't own you were MOCKED! Now? Completely reasonable, heck, SMARTER, to ignore bitcoin and place other bets! No one is trying to convince people to buy Bitcoin anymore... the memes and NFTs are gone. No one is saying $ BTC can change the world, because it won't — and BECAUSE AI HAS! Just sell and shift from Bitcoin to Super Intelligence because one provides little to no value, and the other provides unlimited upside for humanity. This should be obvious to everyone right now. Bitcoin will never break its all-time high again.08010.4K
A brutal year for Bitcoin is just getting started. Give me three minutes to explain why you should dump it now. Outflows from ETFs are signal and will continue. We will test the 57k low again in the next 12 months. Why? Because there are far too many dynamic places to put your money that are creating MUCH more value. Why put your resources into a dead network that offers nothing beyond a store of value? What's the point of place the BTC be if Bitcoin's Ponzi-scheme nature has gone away!?! The viral nature of bitcoin was it's power... if you didn't own you were MOCKED! Now? Completely reasonable, heck, SMARTER, to ignore bitcoin and place other bets! No one is trying to convince people to buy Bitcoin anymore... the memes and NFTs are gone. No one is saying $ BTC can change the world, because it won't — and BECAUSE AI HAS! Just sell and shift from Bitcoin to Super Intelligence because one provides little to no value, and the other provides unlimited upside for humanity. This should be obvious to everyone right now. Bitcoin will never break its all-time high again.
2.7K2743.4K2.3M- Bitcoin is quiet. The market under it is not. Long-term holders sit on coins bought above $85K. Each dip brings smaller losses. Stocks now outtrade Bitcoin perps on Hyperliquid. Altcoin breadth is fading. Twelve analyses on how it all fits together 👇
glassnode @glassnode$85K keeps turning $BTC back. Since January, Bitcoin has closed above it on only five days, never more than three in a row. It's a truly tough level to break. More in depth analysis in our latest Week on Chain report392829639K - glassnodeRT @anti_fragile: The largest liquidation cluster now sits above bitcoin:native. It sits around $87k, just above the October high. If price climbs back toward it, shorts there would be forced to cover, which could add fuel to the move up.09011.2K
- bitcoin:native is beating the S&P 500 again. Over recent weeks it has won more trading days than it lost. In June it won only one day in five, its weakest stretch in more than five years. Outperformance like this could become reflexive as investors move to the strongest asset class.
373433427.7K - Hyperliquid whales are net short bitcoin:native for the first time since March. This group managed to long the bottom, but the positioning flipped last week. The question is whether they are early to a deeper pullback, or about to be squeezed if price turns higher.
613449149.6K - AI agents can now use our custom backtesting engine. Connect Claude or ChatGPT to Glassnode Alpha Lab, describe the goal, and it tests strategies using our data. The agent asks & our machine learning framework does the heavy lifting.1876426.1K
- Posts @glassnodeAn example of what the engine finds:glassnode @glassnodeOur backtesting engine found this bitcoin:native rule. It buys when the 30-day RSI of entities in profit crosses above its threshold. Since July 2023, its worst drawdown was 20%, against 53% for holding. Discover your own strategy 👇30106.6K
- Our backtesting engine found this bitcoin:native rule. It buys when the 30-day RSI of entities in profit crosses above its threshold. Since July 2023, its worst drawdown was 20%, against 53% for holding. Discover your own strategy 👇
312427236.7K - Recent bitcoin:native buyers have left the strong sell zone. In late September, almost all short-term holder supply was in profit. Now it has cooled to about 70%. For buyers who expect the uptrend to continue, that makes this a considerably better entry than a month ago.
362936531K - glassnodeRT @anti_fragile: Altcoin speculation has slowed down Total spot volume is back to about 3x bitcoin:native's, its median since 2022. In late September it was running near 4x. For buyers looking at altcoins, this is a better entry than it was when the market was overheated a month ago.08010.8K
- bitcoin:native trades near $80k on Monday after a midweek push toward $85k failed. Longs keep paying up in funding and options traders are hedging, while spot and ETF buyers stepped back as price fell. Read our latest BTC Market Pulse👇
281615922.2K - Speculation rotated into equities during Bitcoin's bear market. On Hyperliquid, TradFi perps hit over 3x the bitcoin:native perp's volume in August, just when BTC investors capitulated. More in our report with @FasanaraDigital:
501317325.1K - Traditional finance is moving onto crypto rails. Perpetuals on stocks, gold and oil grew into a large part of perp trading on major venues while bitcoin:native sat in a bear market. Our new report with @FasanaraDigital examines what that means for allocators.
2798922.8K - The Q4 levels for bitcoin:native have held so far. Last month, together with @colin_basco and the @CoinbaseInsto team we put resistance at $87K to $87.8K in our Charting Crypto report. We read the data as near-term consolidation. Price stalled there and ranged below it ever since. A break out of the range is likely to spark significant volatility, although another overhead supply cluster sits around $90k. Read our full quarterly report below👇
glassnode @glassnodeBitcoin moved into an early recovery in Q3, even as the Fed resumed tightening. Our Q4 2026 Charting Crypto report with @CoinbaseInsto reads the data behind it. Its outlook: constructive, with reasons for near-term caution. Download the report:241717524.4K - glassnodeRT @Gate: Gold is moving on-chain. Gate is leading the charge. According to @glassnode, Gate ranks #1 in 7-day average tokenized gold perpetual open interest, contributed 42% of the net increase in 2026, and climbed from #9 to #2 since April 2025. Meanwhile, Gate’s $BTC reserves grew 4.9% YoY while the median across 10 other exchanges fell 6.4%. The data speaks for itself.glassnode @glassnode$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.08011.8K
- glassnodeRT @anti_fragile: Long term holders are suppressing bitcoin:native price. Each time price moves toward $85k it meets sellers who have sat at a loss for most of 2026. Short-term holders take the other side, in profit with a floor around $78k. They provide the shorter term support levels.013012.3K
- Bitcoin moved into an early recovery in Q3, even as the Fed resumed tightening. Our Q4 2026 Charting Crypto report with @CoinbaseInsto reads the data behind it. Its outlook: constructive, with reasons for near-term caution. Download the report:
1655729.1K - $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 @glassnodeBinance 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 Chain643727638.1K - bitcoin:native is testing the ETF cost basis around $81K again. The same level capped the May rally before a deep drop, and caught last week's sweep from just below. A convincing close below it would put mid $70K levels back into play.
623937530.5K - ETF buyers came back in size yesterday. US spot bitcoin:native ETFs took in $663M, the most in a day since September, and all of it went into BlackRock's IBIT. That single day erased the funds' net outflows for October. Follow-through would confirm the demand is back.
364837229.7K - BTC treasury companies are in profit but barely buying. They hold $BTC at a cost basis of about $80K, and price has closed above it since September 18. In profit, buying can feed on itself: purchases lift price, price lifts their shares, and their shares fund more purchases.
glassnode @glassnodeBinance 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 Chain935827026.1K - Short-term profit-taking has weighed on bitcoin:native. Two weeks ago we flagged short-term holders in profit sending the largest share of exchange inflows in a year. This selling has weighed on price since. The flow has now eased back to its average yearly level.
glassnode @glassnodeBitcoin got through the $85K wall, but the rally is running light. Our new Week On-chain maps what is missing, what altcoins are doing and the levels to watch.261017124.5K - 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 Chain18109648.5K
- Bitcoin got through the $85K wall, but the rally is running light. Our new Week On-chain maps what is missing, what altcoins are doing and the levels to watch.28108046.7K
