Glassnode reports US spot Bitcoin ETFs posted net outflows of $292 million over the past 30 days as of October 26, the first such stretch since late July, though inflows have resumed this week.

Bitcoin altcoin spot volume reaches 4x BTC levels, highest since September 2025, historically near local tops per Glassnode data.

According to @glassnode, Bitcoin’s Short-Term Holder Net Unrealized Profit/Loss shows new investors have been in net unrealized losses since November 2025, and a recovery above roughly $98,000 is the minimum threshold to return this cohort to net profitability (Glassnode, Jan 19, 2026). @glassnode also highlights the Short-Term Holder cost basis near $98,300, noting that historically reclaiming and holding above the STH cost basis has marked transitions from corrective phases into more durable uptrends, making the $98,000-$98,300 zone a critical on-chain level for BTC traders to monitor (Glassnode; LondonCryptoClub citing Glassnode, Jan 19, 2026).

According to @glassnode, BTC and aggregate altcoin spot volumes have fallen to their lowest levels since Nov 2023 while prices moved higher, highlighting increasingly thin liquidity behind the recent price strength. Source: Glassnode on X, Jan 5, 2026, https://twitter.com/glassnode/status/2008181445899227508; Glassnode data, https://glassno.de/4sr4Qb2. This divergence indicates weakening demand relative to upside moves across the crypto market, with the rally occurring on reduced spot activity and thinner liquidity conditions. Source: Glassnode on X, Jan 5, 2026, https://twitter.com/glassnode/status/2008181445899227508; Glassnode data, https://glassno.de/4sr4Qb2.

According to @glassnode, corporate Bitcoin treasuries held by public and private companies expanded from 197,000 BTC to 1.08 million BTC since January 2023, a roughly 448% increase (source: Glassnode, https://glassno.de/3Yfjrs3; tweet dated Dec 9, 2025). According to @glassnode, this implies an incremental ~883,000 BTC moved onto company balance sheets over the period, with corporate balance sheets becoming an increasingly significant pillar of BTC spot demand that traders monitor (source: Glassnode, https://glassno.de/3Yfjrs3).

According to @glassnode, XRP futures open interest fell from 1.7B XRP in early October to 0.7B XRP, a roughly 59% flush-out, indicating a material reduction in leveraged positioning, source: X post Nov 30, 2025 x.com/glassnode/status/1995162821039124553 and Glassnode data glassno.de/4pwZ0Cw. The 7-day SMA funding rate declined from about 0.01% to 0.001%, with October 10 marking a structural pause in speculators’ willingness to bet aggressively on upside, source: @glassnode via X x.com/glassnode/status/1995162821039124553 and Glassnode data glassno.de/4pwZ0Cw.

According to @glassnode, XRP’s price has contracted to around 2.0 while the 30-day EMA of daily realized losses has spiked to about $75M per day, the highest level since April 2025, source: Glassnode. @glassnode reports that this marks a notable jump in XRP realized losses on-chain that traders are tracking for market conditions and positioning, source: Glassnode.