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Expanding Glassnode: Macro and Traditional Finance Data

Glassnode is expanding its product offering to include macroeconomic and traditional finance (TradFi) data, recognizing that digital assets like Bitcoin are now a mainstream asset class increasingly influenced by global financial forces. As institutional participation grows—evidenced by Bitcoin ETFs surpassing $100 billion in AUM by early 2026—Bitcoin's price is more affected by monetary policy, geopolitical risks, and macroeconomic trends. Key metrics now integrated include central bank balance sheets, money supply (M2), interest rates, and government bond yields, which help contextualize Bitcoin within global liquidity cycles. The platform also tracks equity indices, fear gauges, forex rates, and commodities to assess risk appetite and market stress. This shift reflects a structural change: Bitcoin's correlation with traditional risk assets like the S&P 500 has strengthened, driven by institutional capital, post-COVID liquidity cycles, and ETF adoption. Glassnode aims to provide a unified platform for analyzing both on-chain and TradFi data, enabling users to better interpret market moves and regime shifts in a maturing digital asset ecosystem.

insights.glassnodeHace 57 min(s)

Expanding Glassnode: Macro and Traditional Finance Data

insights.glassnodeHace 57 min(s)

BitMart Research Institute's Weekly Hotspot Analysis: U.S.-Iran Détente Coupled with Fed's Hawkish Pivot, Crypto Market Follows Suit in Rebound and Bottoming

BitMart Research Weekly Analysis: U.S.-Iran De-escalation and Fed’s Hawkish Turn Drive Crypto Market Rebound and Bottom-Building Macro Overview: Geopolitical tensions between the U.S. and Iran show signs of easing, supporting a rebound in risk assets including equities and oil. U.S. stocks, particularly in AI-related sectors, rebounded strongly. The latest FOMC minutes revealed a more hawkish tone, with “rate hikes” entering discussions, though the majority of members remain focused on labor market conditions. March CPI rose due to energy prices, but core CPI was softer. Sustained high oil prices may push supercore inflation higher in the coming months, potentially influencing Fed policy. Crypto Market Performance: BTC and ETH followed the upward trend in equities, supported by improved risk sentiment and expectations around crypto regulatory clarity (e.g., Clarity Act). However, some long-term indicators suggest the market may still be in a bear phase or experiencing bottom consolidation. The $60,000 level is seen as a key support for BTC. Altcoins lack fundamental drivers and remain highly volatile with strong manipulative tendencies, making BTC and ETH more reliable for strategic allocation. Trading and Fund Flows: Spot trading volume remains low, but active buying interest is noticeable. Perpetual swap funding rates are negative, indicating short dominance, while options markets show no significant rise in fear. Bitcoin ETFs recorded net inflows, including a single-day inflow of $421 million. MicroStrategy accelerated its BTC accumulation, adding nearly 14,000 BTC recently. This article is for informational purposes only and does not constitute investment advice.

marsbitHace 2 días 03:29

BitMart Research Institute's Weekly Hotspot Analysis: U.S.-Iran Détente Coupled with Fed's Hawkish Pivot, Crypto Market Follows Suit in Rebound and Bottoming

marsbitHace 2 días 03:29

Dialogue with Bitwise: Institutions See the Current Moment as a Good Entry Point for Bitcoin, Requiring a Clear Roadmap to Address Quantum Attacks

Bitwise CIO Matt Hougan and research lead Ryan Rasmussen discuss key catalysts that could drive Bitcoin to $95,000 by 2026. They highlight three main factors: improved macro and geopolitical stability, clearer regulatory frameworks (including the potential passage of the Clarity Act), and strong institutional demand—evidenced by over $1 billion in Bitcoin ETF inflows despite recent market uncertainty. A significant point of discussion is the rising concern around quantum computing threats to Bitcoin. Matt emphasizes the need for a clear mitigation roadmap to reassure long-term investors, particularly the "OG" crypto community, whose confidence has been affected. Both note that institutional investors view current prices as an attractive entry point and are making strategic long-term investments. The conversation also covers structural shifts in crypto, such as the growing institutional adoption of vaults (a more efficient form of asset management than ETFs), tokenization, and stablecoins. They observe a disconnect between crypto-native traders, who are emotionally reactive to price swings, and institutional or AI-focused builders, who are optimistic about blockchain’s foundational technology. Finally, they discuss the emerging importance of prediction markets (e.g., Polymarket and Kalshi), which provide more accurate real-time economic forecasts than traditional sources and offer new tools for portfolio hedging and risk management.

marsbit04/10 07:45

Dialogue with Bitwise: Institutions See the Current Moment as a Good Entry Point for Bitcoin, Requiring a Clear Roadmap to Address Quantum Attacks

marsbit04/10 07:45

Analyst warns of $10K Bitcoin scenario — but charts show a different story

Bloomberg analyst Mike McGlone warns of a potential Bitcoin decline to $10,000 amid a broader risk-asset downturn, drawing parallels to the 2008 financial crisis. He predicts a 50% S&P 500 drop, gold rising to $4,000, and oil falling to $40 per barrel, arguing Bitcoin remains vulnerable to tightening liquidity. However, current market data tells a different story. Bitcoin is consolidating between $64,000 and $72,000 after a recent correction, showing stabilization rather than breakdown. Key support levels hold, and the RSI indicates neutral momentum without sustained bearish pressure. Broader market volatility, while elevated, lacks the persistent instability of past crises. The analysis concludes that while a macro risk-off event could pressure Bitcoin, the current market structure does not support an imminent drop to $10,000, suggesting a more complex dynamic than direct correlation with traditional risk assets.

ambcrypto04/07 17:02

Analyst warns of $10K Bitcoin scenario — but charts show a different story

ambcrypto04/07 17:02

The dollar is weakening – The next crypto rally might start from Japan

The article discusses how the weakening US dollar, combined with Japan's rising bond yields, could trigger the next cryptocurrency rally. Japan's 10-year bond yield has reached a multi-decade high of 2.42%, signaling persistent inflation and potential monetary tightening by the Bank of Japan. This has caused the yen to stabilize after a period of weakness, impacting the JPY/USD pair. Concurrently, cooling US Treasury yields are contributing to a softer US Dollar Index (DXY). Historically, a weaker dollar leads investors to rotate capital from traditional safe-haven assets into riskier ones like crypto, seeking higher returns. Analysts, including Peter Schiff, suggest an overvalued dollar could be a key catalyst for capital flowing into crypto markets. The convergence of these factors—rising Japanese yields reshaping global capital flows and a softening dollar—creates a favorable macro environment for a potential crypto market rally.

ambcrypto04/07 15:28

The dollar is weakening – The next crypto rally might start from Japan

ambcrypto04/07 15:28

Bitcoin nears $70K: Could FOMO drive BTC higher despite macro risks?

Bitcoin's price is approaching the $70,000 mark amid a market battle between greed and FOMO. Despite reaching this level on April 6th, the rally faced strong resistance, leading to significant profit-taking, with hourly realized profits exceeding $20 million. Since February 2026, repeated attempts to break above $75,000 have failed due to thin liquidity and persistent selling pressure. Macro risks, such as potential U.S. military strikes on Iranian targets, have increased trader caution, resulting in a negative long/short ratio. However, retail sentiment remains highly greedy, with FOMO driving renewed optimism. Notably, Bitcoin ETFs saw $471 million in inflows on April 6th, the largest in nearly three months, while Metaplanet continues accumulating BTC. The market stands at a psychological crossroads: macro fears suggest downside risk, but strong capital movement and retail demand indicate a potential bear trap.

ambcrypto04/07 09:08

Bitcoin nears $70K: Could FOMO drive BTC higher despite macro risks?

ambcrypto04/07 09:08

Why Robert Kiyosaki’s bullish Bitcoin thesis faces a crucial test this week

Robert Kiyosaki draws a historical parallel between the 2026 and 1974 cycles, when the U.S. dollar transitioned to a petrodollar. He argues that current macro pressures—rising oil prices, U.S. debt, inflation, and unemployment risks—strengthen the case for hard assets like Bitcoin and gold as hedges. This week is critical, with key data releases like the March CPI report likely to increase market volatility. Notably, capital flows are rotating from gold back into Bitcoin, a shift highlighted by Fidelity. This reversal, combined with ongoing liquidity injections by the Federal Reserve, may position Bitcoin for bullish price action. Kiyosaki’s thesis faces a test this week, as macro uncertainty could actually benefit BTC, making it a potential standout beneficiary in a volatile environment.

ambcrypto04/06 09:10

Why Robert Kiyosaki’s bullish Bitcoin thesis faces a crucial test this week

ambcrypto04/06 09:10

Why Rising Japanese Bond Yields Are Becoming Bitcoin’s Hidden Macro Driver

In a recent analysis, XWIN Research Japan highlights the significant impact of rising Japanese Government Bond (JGB) yields on Bitcoin's price dynamics. Amid inflationary pressures and expectations of policy normalization, JGB yields have increased, causing bond prices to fall and resulting in substantial unrealized losses for domestic institutions like banks. With approximately $2.6 trillion invested in JGBs, even a 1% yield rise could push trillions of yen into negative territory, straining the financial system. This pressure forces institutional investors to rebalance their portfolios, often targeting risk assets such as Bitcoin. The liquidity contraction from rising yields directly affects Bitcoin, as historical patterns show low-rate environments support its growth, while rising rates hinder it. Additionally, stablecoin supply has surged to record levels, indicating capital is waiting on the sidelines but not entering risk markets. About $9.6 billion exited Bitcoin in early 2026, rotating into stablecoins, further weakening demand. Until macroeconomic conditions improve, Bitcoin may continue to face long-term challenges due to reduced institutional demand. Currently, Bitcoin is trading at $67,391 with a modest daily gain but a monthly loss of 5.47%.

bitcoinist04/05 19:10

Why Rising Japanese Bond Yields Are Becoming Bitcoin’s Hidden Macro Driver

bitcoinist04/05 19:10

Michael Saylor claims, ‘Bitcoin has won’ – But the market is yet to decide

Michael Saylor's claim that "Bitcoin has won" is being tested as the market faces significant macro volatility. While he argues that Bitcoin is evolving from a speculative asset into a digital credit instrument within institutional financial systems, recent market behavior suggests otherwise. The 2024 halving did not produce the expected post-halving rally, and Bitcoin's price has fallen nearly 32% from its yearly peak, showing it remains sensitive to external risk factors. On-chain data reveals declining transaction fees—the lowest since 2011—indicating reduced network activity and demand. Additionally, persistent institutional selling pressure and distribution by short-term holders further challenge the idea that Bitcoin has matured into a resilient digital credit system. Despite growing institutional adoption, Bitcoin continues to behave like a risk asset, putting Saylor’s bullish thesis under scrutiny.

ambcrypto04/05 10:10

Michael Saylor claims, ‘Bitcoin has won’ – But the market is yet to decide

ambcrypto04/05 10:10

BIT Research: Bitcoin Approaches Key Support, April May See Directional Decision Period

BIT Research: Bitcoin Approaches Key Support, April May Bring Directional Decision The crypto market is currently in a critical transition phase. After months of a downtrend, Bitcoin has seen a minor rebound, retesting a key support level it had previously lost. However, the overall foundation for recovery remains fragile. Mounting macro pressures, weakening liquidity, and upcoming key policy events are shifting market pricing logic. Historically, Bitcoin has tested this key support range three times since October 2025. A break below the $65,000–$66,000 level could trigger another accelerated decline. While April is seasonally considered a stronger month, historical performance is mixed. This cycle, the market is driven more by liquidity conditions, macro catalysts, and shifting investor positioning rather than simple seasonal patterns. Factors like rising oil prices boosting inflation expectations and a stronger dollar are historically negative for Bitcoin. The market's rhythm in April will be crucial: thin liquidity and heightened volatility early in the month, followed by a focus on macro data and policy expectations mid-month, with a potential for clearer direction only after the FOMC meeting toward the month's end. The baseline scenario suggests continued weakness in the first half of April. If key support holds, a potential rebound is more likely to gain momentum in the latter part of the month as tax-related selling pressures subside and policy expectations stabilize. Investors are advised to focus on liquidity and macro variables rather than seasonal patterns, managing risk while awaiting clearer signals for a sustained recovery.

marsbit04/04 11:08

BIT Research: Bitcoin Approaches Key Support, April May See Directional Decision Period

marsbit04/04 11:08

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