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Glassnode's on-chain data shows that Bitcoin holders with 100 to 1,000 coins, referred to as "sharks," and those with 1,000 to 10,000 coins, known as "whales," have realized daily losses of approximately $188.5 million and $147.5 million, respectively, totaling about $337 million. The cumulative locked-in losses for the year have reached as high as $30.9 billion, nearing the levels seen during the 2022 bear market.Analysis indicates that the current selling pressure stems from rising macro risks (inflation expectations, crowded AI trading, etc.) and weakening market confidence, with large holders accelerating their stop-loss exits. Meanwhile, long-term holders (LTH) continue to realize daily losses at a high level of about $200 million, indicating that there has not yet been a clear "exhaustion of selling pressure" in the market. Institutions believe that under multiple pressures, Bitcoin still faces further downside risks, with some views suggesting a potential bottom range between $40,000 and $50,000.

Glassnode data shows that whales holding between 100 and 10,000 BTC are experiencing massive losses. Currently, the 7-day moving average indicates they are losing over $200 million daily. This is a typical capitulation selling behavior of large institutions.

Glassnode released an analysis stating that the 7-day simple moving average net inflow (7D-SMA) of the U.S. spot Bitcoin ETF turned negative since the beginning of last week, recently recording a net outflow of 200 to 500 BTC daily.Although the scale of outflow is not large, its persistence is a more subtle signal indicating that institutional buying willingness and demand confidence remain relatively hesitant at the current Bitcoin price level.

The latest research from blockchain data firm Glassnode shows that Hyperliquid's 24 validation nodes are concentrated in the Amazon Web Services (AWS) Tokyo region, giving traders near Tokyo a significant latency advantage.Tokyo users can reach the validation nodes in just 2 to 3 milliseconds, while European users experience delays of over 200 milliseconds. Using AWS Tokyo as a benchmark, the median round-trip time for orders is about 884 milliseconds; from Virginia, USA, it takes about 1,079 milliseconds, a difference of about 200 milliseconds.In a time-sequenced matching mechanism, geographic location directly determines queue priority, affecting price spreads and transaction probabilities. Major exchanges like Binance and KuCoin also deploy their core infrastructure in the same AWS region, making Tokyo the de facto hub for crypto trading in Asia. The research points out that, unlike traditional financial markets, decentralized finance currently lacks corresponding mechanisms to balance geographic advantages, and a latency arms race is quietly taking shape.

On-chain data platform Glassnode posted on X platform, stating that the current Bitcoin price is at the lower end of the cost range for new investors ($60,000 - $70,000). Data shows that there has been a certain degree of accumulation within this range, but the overall scale is still below the typical levels that have historically driven strong rebounds, indicating relatively weak chip density.The current accumulation structure has constructive significance in form, but is still insufficient in strength and has not yet formed a clear upward momentum signal.

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."