Hi all!

Today’s on-chain daily post looks at the positive transition of on-chain momentum to a bullish signal on the 140-day MRGO indicator.

This weekend’s video is reasonably bullish. What we have is a fairly strong confluence of indicators and signals in the market that point in a similar direction: up.

What we have seen is a strong rally in $BTC from the recent correction lows at $40K up to $48K. We hypothesised that there appeared to be larger-than-normal buy support down at $40K, despite the chart looking somewhat grim. This has been validated as we can see that ~9% of the coin supply changed hands during the correction and has now returned to profit.

We now have 3 important data points:

  • ~16% of the supply was re-accumulated in the May–July sell-off which preceded a rally from $29K to $52K in short order.
  • A reasonable volume of those coins were redistributed from August to September and we experienced a sell-off down to $39K.
  • HODLers once again stepped in and held the floor at $40K, accumulating some 9% of the supply.

Note how what we’ve just described is, in technical analysis terms, a ‘higher low’. HODLers have lifted the floor where they see $BTC as a value buy to defend has risen from $29K to $40K over 2 months.

Alongside this, we have positive momentum across all 3 versions of the Market-Realised Gradient Oscillators (‘MRGOs‘). The most interesting is of course the big one, the 140-day that really signals macro trend shifts. Being such a long-range indicator, this is essentially telling us that we’ve been in a correction for 140-days and now are breaking out of that range with momentum behind it. This period oscillator doesn’t trigger often, but when it does, it usually holds a trend for several months.

The market still needs to confirm, and ideally a break up into the $50K range and holding it would be the final trigger. Perhaps we get a retest of the 200-day MA at $45.2K. But for now, several indicators are pointing to the upside which is great to see. Amazing how quickly sentiment can shift, isn’t it?

Group 1314
Find this chart on checkonchain.com under Bitcoin > Realised Value or directly here.