Base USDC 在链上排名靠前，但商户支付落后
Glassnode 数据显示 Base 的 USDC 转账在链上规模可观，但 NOWPayments 报告称 USDT 主导了其商户收款。
阿尤·普拉梅斯蒂404
Glassnode：最新新闻与分析
Glassnode is a blockchain analytics firm that offers on‑chain data and market metrics for cryptocurrencies. Recent reports show Bitcoin liquidity draining, a rise in public‑key exposure, and mixed ETF and altcoin trends. The data is used by traders, institutions and researchers to gauge market health.
关键事实
- Liquidity
- Stablecoin supply fell $14.2 bn in 30 days, U.S. spot BTC ETFs saw $1.6 bn net redemptions (Nov 2026)
- Public‑Key Exposure
- 35.4% of Bitcoin supply (7.12 m BTC) now tied to visible public keys, sparking quantum‑security debate (Nov 2026)
- ETF Inflows
- Q3 ETF purchases added 79,800 BTC, twice the amount mined, with 91% concentrated in two weeks (Nov 2026)
- Altcoin Profit
- Only 12% of tracked altcoins sold at a profit by end‑October, indicating weak buying pressure (Nov 2026)
- Vault Performance
- ETH‑based vaults underperformed staking while dollar‑denominated vaults beat U.S. Treasuries for a third month (Nov 2026)
Glassnode 最新动态
阿尤·普拉梅斯蒂Glassnode称比特币流动性正在枯竭，短期持有者转为负值
Glassnode 11 月 11 日报告显示稳定币供应收缩，美国现货比特币 ETF 出现净赎回，Coinbase 折价扩大，同时大额钱包开始累计。
娜奥米·约翰逊873
比特币公开密钥暴露率升至供应量的35.4%，引发量子安全争论
Glassnode 报告称，712 万枚 BTC（占已发行币总量的 35.4%）现已关联可见的公开密钥，重新点燃了对量子时代攻击的担忧。
马克·诺瓦克955
问答
What does Glassnode say about Bitcoin liquidity right now?
Glassnode reports shrinking stablecoin supply, net redemptions from U.S. spot BTC ETFs and a widening Coinbase discount, indicating liquidity pressure.
How much of Bitcoin’s supply is exposed to public keys?
Glassnode measured 7.12 million BTC, or 35.4% of total supply, as publicly exposed as of early November 2026.
Are Bitcoin ETFs driving scarcity?
ETF inflows added about 79,800 BTC in Q3 2026, double new mining, but most purchases occurred in two short periods and long‑term holder balances fell.