Bitcoin OptechBitcoin · November 10, 2026

Bitcoin Optech Newsletter #430 Recap Podcast

The Bitcoin Optech podcast recaps newsletter #430, covering technical topics such as TCP hole punching for home nodes, new BIP drafts for co‑signer policies and BIP54, as well as prototypes for replay protection, QSAVE, and proof‑of‑decay for unmigrated coins. The discussion highlights ongoing development of standards and tools aimed at improving Bitcoin node connectivity and security for legacy o

Our full brief of this report is being written. Here is the short summary for now.

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Glassnode InsightsNovember 11, 2026

Running on Empty

Glassnode reports that Bitcoin has fallen below the short‑term holder cost basis, with stablecoin supply shrinking and ETF outflows draining liquidity, while some large wallets are beginning to accumulate. The analysis notes that Bitcoin remains above its June low and could regain profit for many holders if it retests the $77.5K true market mean.

a16z cryptoNovember 10, 2026

Building networks for agents

The a16z crypto report explores how autonomous agents could power new two‑sided marketplaces for complex goods and services. It finds that agent‑driven networks can unlock transactions that are currently too costly or cumbersome for consumers and businesses.

Glassnode InsightsNovember 10, 2026

NOWPayments + Glassnode: Stablecoins in Commerce

The report examines how USDT and USDC are used for merchant payments across different blockchains, showing that the networks with the highest on‑chain volume are not always the ones where most payments are received. It finds that USDT on Tron, BNB Chain and Ethereum accounts for 86% of pay‑in value, while the top on‑chain value movers (USDC on Base, USDC on Ethereum, USDT on Tron) only represent 5

ChainalysisNovember 10, 2026

The Shadow Market Behind China’s AI Model Distillation Boom

Chainalysis investigates how a shadow market lets Chinese users bypass U.S. AI export controls via proxy services, finding that 40% of these services accept cryptocurrency. The report highlights a growing, crypto‑enabled ecosystem that could undermine U.S. security restrictions.

Bitcoin Optech Newsletter #430 Recap Podcast

Our full brief of this report is being written. Here is the short summary for now.

All research

Glassnode InsightsNovember 11, 2026

Trump Media convertible note cash repayment deadline

Bitcoin Optech Newsletter #430 Recap Podcast

All research

Running on Empty

Building networks for agents

NOWPayments + Glassnode: Stablecoins in Commerce

The Shadow Market Behind China’s AI Model Distillation Boom

Trump Media convertible note cash repayment deadline

Bitcoin Optech Newsletter #430 Recap Podcast

All research

Running on Empty

Building networks for agents

NOWPayments + Glassnode: Stablecoins in Commerce

The Shadow Market Behind China’s AI Model Distillation Boom