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Bitcoin Slides Below Key On-Chain Thresholds, Leaving Over 25% of Supply at a Loss

Glassnode says a durable improvement likely requires a break above the 0.85 quantile near $106,200.

Overview

  • Bitcoin failed to reclaim the $94,000 area on Dec. 3, reinforcing resistance aligned with Glassnode’s 0.75 cost-basis quantile near $95,800.
  • Price hovered in the low $90,000s on Friday, with one report citing a spot level around $91,800.
  • The 7-day average of Total Supply in Loss reached about 7.1 million BTC last week, the highest since September 2023.
  • Glassnode describes a setup that resembles early 2022, balancing the risk of top-buyer capitulation against the chance of a seller-exhaustion bottom.
  • Long-term holder SOPR has fallen to roughly 1.43, indicating profits are still being realized but with shrinking margins.