Institutional grade insights and real time signals for funds, family offices and market professionals by @glassnode and @willywoo
Zug, Switzerland
Joined May 2025
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Bitcoin Vector retweeted
As price rallies toward $66k, LTH realized loss volume is spiking!
Cycle-top buyers are using the relief rally as an exit opportunity, locking in losses at a smaller margin than the sub-60k lows allowed. Selling into strength rather than waiting for recovery is a pattern consistent with exhausted conviction among underwater long-term holders.
📉 glassno.de/btc-lth-realized-…
Bitcoin Vector retweeted
Demand Exhaustion Update
The 24HR-SMA of Net Realized P&L peaked at $17M/hr before price lost momentum and contracted back below $70k.
Profit-taking at this threshold continues to absorb upside momentum, a pattern now observed across multiple rally attempts.
Broader geopolitical uncertainty appears to be compressing demand depth, limiting the market's capacity to absorb even moderate realization events.
📉 glassno.de/4bppmCo
Liquidity is the speed of money, how fast capital moves on-chain.
When Bitcoin broke support, activity surged, coins moved faster, and participation spiked, a stress response driven by repositioning, and active demand.
Since then, Liquidity has been eroding while price recovers.
That is the key divergence.
This move is being carried more by seller exhaustion than by strong and consistent demand.
Without a reacceleration in activity, this remains a recovery attempt, not a confirmed expansion.
Bitcoin Vector retweeted
An accumulation cluster is forming in the $62k–$72k range. However, its intensity is modest relative to prior phases that preceded sustained expansions.
Conviction is building, but the foundation for a mid-term breakout remains thin so far.
📉 glassno.de/3P2i7rr
Bitcoin Price Momentum + Impulse define market phases.
When both align, BTC moves from transition into expansion. When they fail, rallies fade and bearish phases extend.
Momentum Transition (Light blue) is the early ignition window. Momentum Expansion (Dark blue) marks when impulse and momentum align for cleaner rallies.
In January, BTC attempted a bullish shift but failed.
Now it is back in transition, with slight positive impulse.
Ignition is emerging, but sustained positive momentum is what confirms the shift.
RT @altcoinvector: Over the last few days, we've seen strong bullish moves across assets like $WIF. On Feb 2nd, the Positive Impulse flashe…
Bitcoin Vector retweeted
Since Bitcoin started losing key supports, ($100K, $95K, $90K, you name it) many claimed “the bottom is in.”
All those bulls are now gone. There is no bottom (yet).
To assess this properly, one of the tools I rely on is the framework from @bitcoinvector.
This framework shows Bitcoin in an Uncharted market trend: high volatility, high risk, and no clear bullish momentum. Also, since October 10th, Bitcoin weakness dominates.
So for the bulls, one more time: no bottom yet.
Bitcoin Vector retweeted
Breaking above the top-buyers’ supply clusters is a key prerequisite for regaining momentum toward a new ATH.
The major immediate clusters sit at $93k–$96K & $100k–$108K, where typically some degree of resistance from recent buyers is expected.
📊 glassno.de/4p2DTbn
Bitcoin is attacking $90K, but we are still in a high-risk environment and momentum has not ignited.
Bitcoin must brew momentum to break the compression forming since the ATH.
The bullish path is clear:
🔸A first close inside the $89K–$90K zone.
🔸Consolidation above this area with an extension toward $91.5K.
🔸A full breakout through the $93.5K–$95K compression band.
During this process, the Risk-Off Signal needs to drop into a low-risk regime, showing buyers finally overwhelming sellers, while momentum begins to develop.
Otherwise, with momentum absent and risk still elevated, every move up remains tactical reaction, not structural recovery.
Bitcoin Vector retweeted
Market momentum can also be gauged through the Realized Profit-to-Loss Ratio, reflecting investors’ net profitability.
The 90D-SMA sits at 9.4, marking a mild cooldown since July, yet still >2× higher than levels seen during the last two mid-cycle bear phases.
📉glassno.de/47spdfF
A question for the bears: how can there be a true trend shift into a bear market if profit-taking hasn’t been intense and even realized losses remain moderate?
If that’s the case, we’d be witnessing an unprecedented transition: a supposed bear market without distribution or significant capitulation from strong hands.
Bitcoin Vector retweeted
No major risk-off signal while the 0.85 cost-basis band holds. Lose it, and the path opens toward $104.5K and potentially the 0.75 level near $97K. Until then, support is intact.
Chart🔗glassno.de/4htpL8s
Bitcoin has lost the $110K level, but forget price for now, watch the Risk-Off Signal.
This is the first line of defense. If it destabilizes, it means strong hands are starting to sell.
If that happens, the $104.5K zone, a key long-liquidation area, may fail to hold as support under rising selling pressure.
But first, let’s look at the signal. It remains stable, for now...
Bitcoin Vector retweeted
With the price breaking above $117k, over 95% of the circulating supply has returned to profit.
This is a hallmark of Euphoria phases, where widespread profitability often fuels accelerated profit-taking and rising market risk.
📈:glassno.de/4nDmNQG
Bitcoin is holding structure in the ATH zone, a sign that inflows are reinforcing the bullish framework.
The alignment between structure and momentum is a powerful weapon: one that signals the bullish advance is far from over.
xitter.cf/bitcoinvector/status/1…
Bitcoin Vector retweeted
Guys this is looking insanely strong, our momentum signals on $btc and $eth have not seen this amount of strength since last October.
Like @ptj_official says, blow off top stronger than 1999.
Credit where credit is due, @HenrikZeberg saw this coming 12 months ago.
If you need a framework to nagivate what is coming, get access to @altcoinvector and @bitcoinvector
Bitcoin Vector retweeted
This setup is rare:
Momentum is igniting at resistance, not fading from it.
Bitcoin’s momentum is breaking resistances cleanly without major correction.
Nevertheless, a bit of short-term friction is needed to build deeper acceleration.
The task now: Consolidation > Extension.
Bitcoin Vector retweeted
Bitcoin, what’s the plan?
After a relentless run, BTC enters a strategic phase; no FOMO before going into uncharted territory.
The play: watch for controlled consolidation.
What is the key this week? Hold structure, cool momentum, and build the base for Q4 expansion.
Bitcoin Vector retweeted
With Bitcoin hitting a new all-time high, it’s worth remembering what built this rally: strong fundamentals, steady liquidity, and conviction returning on-chain.
Price looked weak back then, but the bottom was forming beneath the surface.
xitter.cf/Negentropic_/status/19…
Major bottom confirmation.
We’re nearing a breakout similar to April and June — be patient, the biggest move is ahead.
Macro hurdles this week may bring volatility, but dips are opportunities to average in.
Sign up to @altcoinvector and @bitcoinvector to get the game plan.
Bitcoin Vector retweeted
We’re in a $BTC-led rotation
The Market Phase has shifted into a Bitcoin Regime.
Liquidity, dominance, and fundamentals all favor BTC.
Alts, once dominant, are now fragmented.
The interesting part? Once BTC secures upside continuation, the next rotation could reignite alt impulses.
I’m watching this transition closely in @altcoinvector.
Bitcoin Vector retweeted
Bitcoin is back in the trenches:
A daily close above $117.2K breaches the path to ATH.
What’s different this time?
A rising $BTC dominance leading the charge.
Bitcoin Vector retweeted
Bitcoin lost $110K, and yet the Risk-Off Signal never triggered.
Despite trading close to $107.3K, the prior local low from August’s correction, the structure is holding.
Bitcoin shows signs it may be preparing for a final round. 👇
Chart from @bitcoinvector
