node

Bitcoin has recorded an increase for 8 consecutive trading days, marking the first occurrence in nearly 4 years. According to glassnode data, historically, Bitcoin has experienced at least 8 consecutive increases a total of 15 times, with 9 instances continuing to rise and 6 instances declining in the following 30 days, and the median increase over 30 days is approximately 19%.

The Lido Community Staking Module (CSM) has released a new proposal to introduce the Identified DVT Cluster (IDVTC) node operator type. This proposal aims to allow verified Independent Community Stakers (ICS) to collaboratively operate validators through DVT technology, enhancing operational resilience while optimizing capital efficiency. Since DVT significantly reduces the risks of heavy penalties and downtime, IDVTC members will enjoy lower collateral requirements.The proposal requires each IDVTC cluster to consist of 4 independent ICS members, who must run validators using Obol or SSV and create keys through Distributed Key Generation (DKG). This feature is expected to go live in the second or third quarter of 2026 with the CSM v3 release.

According to official news, BlackRock's first ETF offering staking rewards, the iShares Staked Ethereum Trust ETF (ETHB), has been listed for trading on Nasdaq, with Figment selected to provide validation node infrastructure for ETHB, supporting transaction validation and Ethereum network security.Industry insiders point out that the launch of ETHB benefits from regulatory clarity driven by long-term policy initiatives, allowing Ethereum staking to be participated in by a broader range of investors. The amount staked has reached a historic high, enhancing not only network security and risk resistance but also providing a solid foundation for on-chain economic activities and development.

Glassnode posted on social media that there is currently a large amount of negative gamma positions concentrated around the $75,000 strike price in the Bitcoin options market. Market makers seem to generally hold structural bullish options shorts at this price level. As the spot price approaches this area, hedging operations may intensify, potentially amplifying upward price volatility.

Vitalik posted on the X platform, stating that we should maintain an open attitude towards the current separation of the Ethereum beacon chain and execution clients, believing that the complexity of running two daemons and having them communicate with each other is significantly higher than running a single daemon.Vitalik pointed out that Ethereum's goal is to allow users to use the network in a self-hosted manner and have a good user experience, which in many cases means needing to run their own nodes. However, the current way of running nodes adds unnecessary complexity. He suggested that in the short term, a more standardized foundational packaging solution could allow users to install Docker images of different clients and achieve more convenient communication. At the same time, as the LeanEthereum consensus scheme matures, the overall architectural design should also be reconsidered in the future.

The crypto analytics firm Glassnode posted on the X platform that Bitcoin's 90-day realized profit-loss ratio (90D-SMA) has been below 1 since February 21, maintaining a state of excessive realized losses. Historically, when it falls below 1, it usually takes more than 6 months to recover. Once a rebound occurs, market liquidity will return.

According to CoinDesk, data from the on-chain analysis platform Glassnode shows that during the recent pullback of Bitcoin below $70,000, traders have been buying the dip significantly, accumulating nearly 600,000 BTC, valued at approximately $4.248 billion at current prices, with about 200,000 BTC of that amount purchased in just the past two weeks.At the beginning of this year, the last transfer of BTC in the range of $60,000 to $70,000 was about 997,000 coins, and after Bitcoin recently fell below $70,000, that number has risen to approximately 1.558 million coins. This means that currently about 8% of the circulating supply was bought in the $60,000 to $70,000 range, forming a relatively dense cost zone for holdings, which may become an important support level in the future.

According to Decrypt, on-chain analytics firm Glassnode stated that as concerns over the Iran conflict ease, the Bitcoin market structure shows initial signs of stability. Bitcoin rose 4.3% to about $69,100 on the day, with an increase in open interest in futures contracts and positive buying in the perpetual contract market, indicating that traders are cautiously returning to leveraged positions.In the U.S., inflows into Bitcoin spot ETFs increased to about $934 million, a 20% rise from the previous week. Glassnode noted that momentum indicators, ETF demand, and profitability metrics are improving, but the recovery remains "initial," with price movements lacking the strength for a decisive bullish turn. Trading volume and network activity remain sluggish, and capital flows are weak, indicating that overall confidence has not fully recovered.

Glassnode published an analysis on platform X, stating that the outflow trend of Bitcoin spot ETF funds has stabilized. The 14-day net flow trend has turned upward, indicating that as Bitcoin breaks through $70,000, selling pressure is easing. Institutional demand is still in a tentative stage, but early signs of reaccumulation are emerging.

Glassnode posted on social media that the outflow momentum of BTC spot ETF has slowed down, and the net inflow trend on the 14th has turned upward, indicating that as BTC breaks above $70,000, the selling pressure is easing. Although institutional demand still appears hesitant, early signs of re-accumulation have begun to emerge.

According to Glassnode charts, after months of continuous net selling, the net position changes of Long-Term Holders (LTH) are now showing signs of easing, indicating that as Bitcoin prices stabilize, the selling pressure from experienced holders is diminishing. Resistance in BTC supply still exists, but the intensity of selling is weakening.

According to Hyperinsight monitoring, the largest long address for BTC (0xdf1) has faced 4 liquidations in the past hour, with a total liquidation value of approximately $3.9 million. Thus, this address has been liquidated a total of 24 times in the past 24 hours, with account funds plummeting from a high of about $2.66 million yesterday to just $140,000, a drawdown of over 94.7%. The next liquidation price for its remaining BTC holdings is at $65,370.On March 1, after the official announcement of the assassination of Iran's Supreme Leader Khamenei, this address quickly opened a long position in BTC with 40x leverage, possibly betting that the war would soon end and the market would recover. Its BTC long position once reached 1,000 coins (approximately $66.83 million), making it the largest long position on-chain at that time, with a liquidation price of about $66,560. The funds for this heavy bet did not come from new margin but rather from the unrealized gains of a long position in SOL.On February 28, this address deposited approximately $470,000 into Hyperliquid, using high leverage to bottom fish SOL at an average price of $78. The next day, SOL rose to $88, and its principal once increased more than 5 times. This unrealized gain supported its bet on BTC, but also amplified the liquidation risk for both positions as prices declined.

According to Glassnode data, Bitcoin is currently consolidating between $62,000 and $72,000, and is expected to close down for the fifth consecutive month.Despite the weak market environment, the open interest (OI) in Bitcoin options has returned to historical highs, and is expected to surpass the peak of 550,000 Bitcoins set last December within a few days, further highlighting the importance of the options market.At the same time, the implied volatility (ATM IV) has retreated from its early peak, but remains above the levels of a month ago, with the market pricing the implied volatility for 1-month and 3-month terms at around 47%, about 10 volatility points higher than last month, indicating a steady demand from investors for protection.

The DFINITY Foundation stated on platform X, "The economic model of the Internet Computer is changing: the old model rewarded node providers simply for running nodes. The new model allocates 80% of cloud engine revenue to nodes that provide computational support, with 20% used to burn ICP.Currently, the Node Provider Association has begun preparations to promote cloud engine services to businesses across Europe."

According to The Block, on-chain analytics firm Glassnode has pointed out that Bitcoin has fallen below the "True Market Mean," which historically serves as a dividing line between expansion and contraction cycles. The current structural support level below may look towards $54,900.Additionally, the net flow of the U.S. spot Bitcoin ETF has shifted back to continuous outflows, weakening the previously supportive marginal demand. In the derivatives market, panic sentiment has eased somewhat, but has not turned optimistic. Implied volatility has retreated from high levels, indicating that traders are unwinding their downside protection positions, but have not yet significantly established long positions.

The shipping giant FedEx announced its joining of the Hedera Network's governance body, the Hedera Council, where it will operate network nodes and participate in on-chain governance.

glassnode's weekly market report indicates that the price of Bitcoin rebounded from $60,000 to $69,000. However, while spot trading volume has increased, it remains at a low level, showing that selling pressure has eased but buyer participation is cautious. This reflects a market that is frequently changing hands after a downward revaluation, rather than decisively accumulating.Over-the-counter indicators show that futures and options positions are defensively strong, with ETF trading volume surging to a high of $45.5 billion, yet accompanied by a slowdown in capital outflows, resulting in overall low risk appetite. On-chain fundamental activity has strengthened, but capital inflows are negative and unrealized losses dominate supply. Overall, the market's sustained recovery may depend on the restoration of spot demand, which would stabilize prices above recent lows.

Glassnode posted on platform X that Bitcoin has rebounded to $69,000 after experiencing a sharp downward revaluation. The overall market positioning remains defensive—spot, derivatives, and on-chain indicators all show caution, and whether the rebound can be sustained depends on whether spot demand can recover.Off-chain signals are stabilizing, but market confidence remains insufficient. Spot and ETF indicators are recovering from low levels, while futures and options positions remain defensive, indicating that participants are cautious and risk appetite remains weak. On-chain signals are mixed; although the underlying network activity fundamentals have improved, capital flows and profit-loss conditions continue to weaken, showing that even with improved network participation, market demand remains soft and profit margins are limited. When Bitcoin's price was at $70,000, the unrealized losses in the market accounted for about 16% of the total market capitalization. The current market pain resembles the market structure observed in early May 2022.

According to Glassnode data, approximately 11.1 million BTC are currently in profit (i.e., the purchase cost is lower than the current market price), while about 8.9 million BTC are in loss.As the gap between the two continues to narrow, the comparison of BTC supply in profit versus supply in loss is approaching a key convergence range that has historically occurred multiple times. This indicator measures the number of wallets currently in a paper profit state against the number of wallets in a loss state.When the two gradually tend to balance, it often corresponds to market phase bottom areas in history, regarded as an important signal for market capitulation and long-term positioning opportunities. If the profit and loss supply further converges, it may indicate that the market is entering a phase of constructing a historical cycle bottom, but it still requires a comprehensive judgment considering factors such as macro liquidity, derivatives structure, and market sentiment.

According to glassnode, the realized profit and loss ratio of Bitcoin (90-day simple moving average) has been on a continuous downward trend (currently around 1.5), gradually approaching 1, reflecting the increasingly depleted market liquidity conditions.Historically, if this indicator continues to fall below 1, it is usually accompanied by a widespread capitulation sell-off—where the realized losses across the entire market will exceed profit-taking activities.