Description
Download our Cointime Economics report where we explore a new economic framework for Bitcoin, developed in collaboration with ARK-Invest.
https://get.glassnode.com/cointime-economics/
In this edition we carry on our investigation into the process of capital rotation which occurs throughout the market cycle. Here we study how Bitcoin dominance tends to increase following bear markets, and how to assess relative asset performance.
📰 Written Report: https://glassno.de/3MNnczZ
📊 Live Dashboard: https://glassno.de/47gehi0
Topics for Discussion:
- Analysis of price performance for BTC and ETH relative to Gold.
- Bull market drawdown magnitudes for ETH/USD and ETH/BTC.
- MVRV and SOPR indicators to gauging ETH investor confidence.
- The magnitude of BTC out-performance relative to Altcoins.
Key Dashboards
💸 Mastering Realized Cap Dashboard: https://glassno.de/3YgoxUg
♟️ Mastering MVRV Dashboard: https://glassno.de/3IRQB9k
🚀 Start your Glassnode Advanced free trial today: https://glassno.de/3QFXu0S
🔬 Technical Analysis Toolbox: https://glassno.de/3MPzgRv
📟 Spotting Cycle Tops and Bottoms Dashboard: https://glassno.de/cycleextreme
🐻 Recovering From a Bitcoin Bear Dashboard: https://glassno.de/recoveringbear
🏦 Exchanges Dashboard: https://glassno.de/3RimWJY
💸 Realized Profit Loss Dashboard: https://glassno.de/3H6c8dz
💵 Pricing Models Dashboard: https://glassno.de/3J9hVkW
🌊 HODL Wave Dynamics: https://glassno.de/3xzSmTn
📈 Bitcoin Price Performance Dashboard: https://glassno.de/3UwBRCf
🦐 Shrimp Supply Sink Report: https://glassno.de/41hmhgp
📊 Realized Profit/Loss Momentum: https://glassno.de/3P6XkAq
🪟 Capital Rotation Dashboard: https://glassno.de/3P78rbu
Getting Started with Glassnode:
📈 Navigating Tops and Bottoms: https://glassno.de/3OpgSgA
⛓️ On-chain Activity: https://glassno.de/3xXM13Q
⛏️ Mining Fundamentals: https://glassno.de/3nnfL5m
🪙 Supply Dynamics: https://glassno.de/3NyhPlK
🕰️ Introduction to Lifespan: https://glassno.de/3ehCmzn
💸 Realized and Unrealized Value: https://glassno.de/3ExnCa1
👴 Long and Short-Term Holders: https://glassno.de/3QLUzCt
Timestamps
0:00 Introduction
2:33 BTC and ETH vs Gold
5:25 ETH Bull Market Drawdown Performance
9:33 MVRV Pricing Bands
11:01 MVRV Momentum
13:05 SOPR Momentum
14:16 Capital Rotation
15:15 Altseason Indicator v3
17:30 ETH-BTC Performance in 2023
18:09 Bitcoin Dominance in 2023
20:32 Summary and Conclusions
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For on-chain metrics and charts, visit Glassnode Studio: https://glassno.de/3oRNXaf
Join the discussion on Glassnode Forum: https://glassno.de/3y1lCl5
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.