Glassnode InsightsOn-chain · 23 octobre 2026

Fasanara Digital + Glassnode: Q4 2026 Institutional Market Perspectives

The report analyses the Q4 2026 crypto market, highlighting a bear phase followed by an August short‑squeeze that lifted Bitcoin above its on‑chain cost bases and boosted traditional‑asset perpetuals on crypto venues. It also compares crypto trading volume to US equity markets and outlines liquidity, derivatives and institutional adoption trends.

Notre synthèse complète de ce rapport est en cours de rédaction. Voici le résumé en attendant.

Toute la recherche

a16z crypto5 novembre 2026

Le mois le plus important des marchés prédictifs à ce jour, en 3 graphiques

Le dernier rapport d’a16z crypto examine l’activité d’octobre sur les marchés prédictifs, montrant un volume de transactions record et un trafic utilisateur élevé. Les données suggèrent que le secteur mûrit pour devenir une plateforme de type média.

Glassnode Insights4 novembre 2026

Idling at Support

Glassnode Insights examines Bitcoin’s post‑August pullback, focusing on short‑term holder profitability, volume, and market stress. It finds profit levels have collapsed while core on‑chain activity stays resilient.

Chainalysis3 novembre 2026

DPRK Hackers Perfected Their Fake Interview Playbook Over Dozens of Attacks Before Binance

Chainalysis examined North Korea’s fake‑interview recruitment scams that culminated in Binance’s $6.4 billion theft. The report finds a series of smaller attacks let DPRK actors refine a playbook that now targets high‑value crypto firms.

a16z crypto3 novembre 2026

Reusable networks

The a16z crypto report examines how AI‑driven cost reductions are shifting the focus from reusable code to reusable networks in crypto. It finds that network scarcity—liquidity, reputation, identity—will become the primary moat for builders.

Rapport sur l'emploi américain (NFP)