Description
- Subscribe to our second channel - Glassnode Clips - delivers bite-sized weekly analyses, offering insights into Bitcoin and the wider crypto market's trends, performance, and on-chain metrics. https://www.youtube.com/@glassnodeclips
In this last edition for the year, we will do a whirlwind tour of what changed this year, on-chain. We will explore how the Bitcoin, Ethereum, Derivative, and Stablecoin landscapes have evolved in 2023, and how this sets up the space for an exciting road ahead.
π° Written Report: https://glassno.de/3Rvfgol
π Live Dashboard: https://glassno.de/3NvcBd6
Topics for Discussion:
- Overview of the major themes, trends, and performance of 2023.
- Assess on-chain and market performance of Bitcoin.
- Analyse shifts in investor profitability, profit taking, and holdings.
- Consider shifts in derivatives and stablecoin market structure.
Key Dashboards
π₯ Mastering Realized Cap Report: https://glassno.de/3PA7kCy
πΈ Mastering Realized Cap Dashboard: https://glassno.de/3YgoxUg
βοΈ Mastering MVRV Dashboard: https://glassno.de/3IRQB9k
π Start your Glassnode Advanced free trial today: https://glassno.de/3QFXu0S
π¬ Technical Analysis Toolbox: https://glassno.de/3MPzgRv
π Spotting Cycle Tops and Bottoms Dashboard: https://glassno.de/cycleextreme
π» Recovering From a Bitcoin Bear Dashboard: https://glassno.de/recoveringbear
π¦ Exchanges Dashboard: https://glassno.de/3RimWJY
πΈ Realized Profit Loss Dashboard: https://glassno.de/3H6c8dz
π΅ Pricing Models Dashboard: https://glassno.de/3J9hVkW
π HODL Wave Dynamics: https://glassno.de/3xzSmTn
π Bitcoin Price Performance Dashboard: https://glassno.de/3UwBRCf
π¦ Shrimp Supply Sink Report: https://glassno.de/41hmhgp
π Realized Profit/Loss Momentum: https://glassno.de/3P6XkAq
πͺ Capital Rotation Dashboard: https://glassno.de/3P78rbu
Getting Started with Glassnode:
π Navigating Tops and Bottoms: https://glassno.de/3OpgSgA
βοΈ On-chain Activity: https://glassno.de/3xXM13Q
βοΈ Mining Fundamentals: https://glassno.de/3nnfL5m
πͺ Supply Dynamics: https://glassno.de/3NyhPlK
π°οΈ Introduction to Lifespan: https://glassno.de/3ehCmzn
πΈ Realized and Unrealized Value: https://glassno.de/3ExnCa1
π΄ Long and Short-Term Holders: https://glassno.de/3QLUzCt
Timestamps
0:00 Introduction
1:48 YTD Price Performance
3:45 Bull Market Corrections
5:15 Realized Cap Drawdowns
7:08 Mid-Cycle Price Level
9:33 Key Pricing Models
12:50 Recovering From a Bear Signal
14:18 On-chain Activity Review
17:48 Inscriptions Deep Dive
21:09 Long-Term Holder Supply
22:32 Supply Held in Loss
23:49 Percent Supply in Profit
25:06 Supply In Profit by Year
27:56 Exchange Flows
29:14 Futures vs Options Markets
30:08 CME vs Binance Futures
31:25 Futures Funding Rate Yield
32:58 Stablecoin Supplies
34:50 Aggregate Capital Rotation
35:31 Summary and Conclusions
Follow us and reach out on Twitter π¦: https://twitter.com/glassnode
Join our Telegram channel: https://t.me/glassnode
For on-chain metrics and charts, visit Glassnode Studio: https://glassno.de/3oRNXaf
About:
The Glassnode video report provides a weekly analysis update of the trends, performance, and onchain metrics for Bitcoin and the crypto market.
Disclaimer:
This report does not provide any investment advice. All data is provided for information purposes only. No investment decision shall be based on the information provided here and you are solely responsible for your own investment decisions.