Arthur Hayes氏は20分前、Galaxy Digital OTCから113.7 ETH、52万ドル相当を購入しました。

Key TakeawaysBitcoin price surged above $125,000 before retracing slightly to around $124,100, signaling optimism for easier global monetary policy.BNB outperformed major altcoins, up 17% weekly to $1,184, highlighting continued ecosystem rotation.Total crypto market cap rose to $4.07 trillion, with stablecoin supply expanding by $45 billion last quarter — fueling further upside potential.Despite mild profit-taking in altcoins, analysts say the bull run remains alive, supported by ETF inflows and strong spot demand.Bitcoin Nears $125K as Market Bets on Softer PolicyBitcoin (BTC) briefly surpassed $125,000 over the weekend, marking a new all-time high before consolidating near $124,120 at press time. The move reflects growing investor confidence that global central banks — particularly in the United States and Japan — will maintain or expand monetary easing policies amid the ongoing U.S. government shutdown.The total cryptocurrency market capitalization climbed to $4.07 trillion, while the Crypto Fear and Greed Index rose to 64, suggesting moderate optimism but not the euphoric levels typical of market tops.Analysts noted that Bitcoin’s latest move was driven primarily by spot demand and ETF inflows, not leverage or forced liquidations. Just $65 million in BTC futures were liquidated, indicating a sustained bullish structure rather than speculative excess.Altcoins See Profit-Taking, BNB Leads the PackWhile Bitcoin held steady, some major altcoins saw short-term profit-taking.Dogecoin (DOGE) fell to $0.2586,Ethereum (ETH) slipped 0.5% to $4,567,XRP, TRX, and ADA each declined around 2%.However, BNB was the clear weekly outperformer, trading near $1,184 — up more than 17% in seven days. The move underscores ongoing capital rotation within crypto ecosystems, as traders diversify exposure while Bitcoin consolidates.This resilience in BNB aligns with a broader trend of institutional inflows and rising on-chain activity on the BNB Chain, which has recently surpassed competitors in active addresses and DeFi engagement.Stablecoin Growth Signals More Market FuelAdding to the bullish case, stablecoin supply expanded by $45 billion last quarter, according to multiple on-chain data trackers.Roughly two-thirds of the new issuance occurred on Ethereum, while the remainder flowed into BNB Chain and Solana-based platforms.Analysts view this as “dry powder” — a sign that fresh liquidity is entering the market, ready to deploy into risk assets like Bitcoin and altcoins as volatility normalizes.Analysts: $125K Is Key Test LevelMarket strategists see $125,000 as a crucial test level that could define Bitcoin’s next leg higher.Nick Ruck of LVRG framed the move as a hedge-driven rally, supported by institutional ETF allocations amid inflation anxiety.Meanwhile, Alex Kuptsikevich at FxPro noted that long-term holders have been taking profits near these levels since July — meaning fresh spot demand must absorb the selling pressure to sustain the uptrend.“The next step could be an attempt to update historical highs approaching $125K,” Kuptsikevich said. “If long-term sellers fade, Bitcoin could enter a new phase of price discovery.”Traders are watching whether BTC grinds steadily toward $125K — a sign of healthy accumulation — or spikes quickly and fails, which could trigger a short-term correction.Bull Run Likely Not OverDespite the mild pullback, analysts agree the bull market remains intact.ETF inflows, growing stablecoin liquidity, and a supportive macro backdrop continue to anchor Bitcoin’s uptrend.With BNB outperforming, stablecoin supply expanding, and market sentiment only moderately greedy, conditions appear set for further price appreciation — potentially setting the stage for Bitcoin’s next push toward $130,000.

According to PANews, recent data from CryptoQuant reveals that XRP's open interest soared to nearly $2.92 billion on October 5, highlighting increased speculative activity among traders. This surge in open interest indicates a significant influx of capital into leveraged positions, often signaling heightened market volatility. Currently, XRP's price remains stable around $2.99, approaching the $3 resistance level. Analysts note that despite the establishment of multi-billion dollar contracts, XRP has yet to effectively break through the $3 mark, suggesting a fierce battle between bulls and bears at this critical level. A strong breakthrough above $3 could see the substantial open interest fueling further price increases, whereas a price decline might trigger widespread long liquidations.

BNB Chain reclaims top spot by active addresses as Aster Protocol’s total value locked jumps 570% to $2.34 billion.Key TakeawaysBNB price surged over 4%, hitting an intraday high of $1,223 as volume and institutional interest spiked.BNB Chain regained its position as the most-used blockchain, logging 52.5 million active addresses in September.Aster Protocol TVL soared 570% to $2.34 billion, driving decentralized trading activity.Despite late-session profit-taking, BNB held above $1,200, signaling continued bullish momentum.BNB Price Rally Driven by Network Growth and Institutional FlowsBNB, the native token of the BNB Chain and a key asset used for trading fee discounts on Binance, rallied sharply in the past 24 hours — rising over 4% to reach $1,223 before consolidating near $1,201.The rally was fueled by institutional demand, surging on-chain activity, and a rise in decentralized trading volume across the BNB ecosystem. According to TokenTerminal, the BNB Chain recorded 52.5 million active addresses in September, surpassing Solana for the first time since August.A major driver behind the surge was Aster Protocol, a fast-growing decentralized trading and lending platform on BNB Chain. Data from DeFiLlama shows that Aster’s total value locked (TVL) soared 570% over the past month to reach $2.34 billion, underscoring rising DeFi participation and network utility.Institutional Adoption Adds Fuel to BNB’s MomentumInstitutional activity also played a key role in supporting BNB’s latest breakout. Kazakhstan’s state-backed Alem Crypto Fund and electric vehicle manufacturer Jiuzi Holdings both added BNB to their treasuries, signaling growing recognition of BNB as a long-term strategic asset.Meanwhile, retail momentum was visible across social media and speculative trading. A notable memecoin trader reportedly turned a $3,000 investment into nearly $2 million following renewed interest sparked by a post from Binance founder Changpeng Zhao (CZ).BNB’s rally also coincided with macro tailwinds, including expectations of a 25-basis-point Fed rate cut later this month and a recent BNB Chain upgrade that reduced minimum gas fees to 0.05 Gwei, improving transaction efficiency and user experience.Technical Analysis: BNB Holds Above Key Support After Testing ResistanceAccording to CoinDesk Research’s technical model, BNB traded between $1,148.12 and $1,223.08 during the session, closing at $1,201.13, up 2.27% on the day.The breakout above $1,200 was accompanied by a fivefold spike in trading volume, marking a decisive move through resistance before a brief retracement. The $1,223 level now stands as a key resistance zone, while strong support was identified in the $1,148–$1,158 range, where repeated buying pressure signaled institutional accumulation.Although a late-session pullback emerged after testing $1,215, high-volume data suggests profit-taking rather than a trend reversal. BNB’s ability to close above $1,200 indicates a sustained bullish bias and potential for continuation in the short term.BNB’s Uptrend Intact Despite VolatilityAnalysts note that BNB’s broader trend remains firmly bullish, supported by steady network growth, increasing institutional inflows, and a resilient DeFi sector on the BNB Chain.As long as BNB maintains its higher lows and holds above $1,200, the asset remains well-positioned for further gains, with potential upside targets in the $1,250–$1,280 range.The combination of strong on-chain fundamentals, accelerating ecosystem growth, and institutional participation continues to reinforce BNB’s standing as one of the strongest-performing altcoins of 2025.

公式発表によると、CoinSOLは2025年10月14日8:00(UTC)にマージンにおけるWBETH/ETHとBNSOL/SOLの価格ソースを調整し、CoinSOLスポット価格からCoinSOL ETHプレッジとSOLプレッジの交換比率に変更し、アンカリング解除のリスクを軽減する。また、WBETHとBNSOLの価格指数の構成要素も更新され、BNSOLUSDTのウェイトが30%から0%に減少し、BNSOLSOL*SOLUSDTのウェイトが70%から100%に増加し、WBETHUSDTのウェイトが20%から0%に減少し、WBETHETH*ETHUSDTのウェイトが80%から100%に増加した。 (AIによる警告の生成）

Key Takeaways:Binance Spot has launched a new Morpho (MORPHO) trading challenge running from October 6–20, 2025.Participants can share a total prize pool of 875,000 MORPHO tokens across two events.Rewards are based on eligible trading pairs, trading volume, and verified account status.Binance Unveils MORPHO Trading ChallengeBinance Spot has announced a new Morpho (MORPHO) Trading Challenge, offering verified users the chance to win from a total pool of 875,000 MORPHO tokens. The event runs from October 6, 2025, 18:00 to October 20, 2025, 18:00 (GMT+8).The campaign consists of two parts: an open trading event for all verified users and a Trading Volume Championship for active traders.Event 1: Trade MORPHO and Win Up to 157,500 TokensAll verified regular and VIP users can join by trading any of the following pairs:MORPHO/USDT, MORPHO/USDC, MORPHO/BNB, and MORPHO/TRY.Users who trade at least $500 worth of eligible MORPHO pairs during the event will receive 1 to 6 MORPHO token vouchers, limited to the first 52,500 participants.Event 2: Trading Volume Championship With Up to 717,500 MORPHO RewardsIn the second phase, Binance will host the Morpho Trading Volume Championship, rewarding users based on their total trading activity.To qualify, participants must generate at least $1,000 in trading volume on the eligible MORPHO pairs. Market makers in the Binance Spot Market Maker Program and Binance brokers are not eligible.The total prize pool will depend on the number of qualified participants:Qualified ParticipantsTotal Prize Pool (MORPHO)1 – 9,999200,000 MORPHO10,000 – 19,999400,000 MORPHO20,000 or more717,500 MORPHOEach participant’s reward will be calculated proportionally based on their trading volume:User reward = (User’s trading volume / Total qualifying trading volume) × Total prize poolThe maximum reward per user in Event 2 is capped at 1,000 MORPHO tokens.How to ParticipateEligible users can join directly from the Binance Spot event page during the campaign period. Tokens will be distributed as MORPHO vouchers after event completion.Binance noted that the event aims to promote trading activity and engagement for Morpho (MORPHO), a token recently launched on the platform.

制裁を受けたロシアの銀行に関連するルーブル建てのステーブルコインがシンガポールのToken2049カンファレンスに登場し、コンプライアンスに関する疑問が提起された。米国と英国の制裁にもかかわらず、このコインは国際市場で運用され、利用され続けており、国境を越えてルールを施行することの難しさを示している。

Key Takeaways:Bitcoin (BTC) reached a new all-time high above $125,000 before consolidating near $124,000.AI-based forecasts show low odds for a major breakout in October.Analysts target $150,000 after a potential short-term pullback to $118,000–$121,000.Macro focus shifts to Federal Reserve commentary as the US government shutdown delays key economic data.Market sentiment remains in “greed” territory but below extreme levels, suggesting traders expect consolidation.Bitcoin Holds Near Record High as Traders Eye $150KBitcoin entered its first full week of “Uptober” trading near $123,948, following a weekend surge to a record above $125,000. The milestone capped months of consistent gains, though analysts expect the rally to pause before the next leg higher.Futures data shows the CME “gap” from the weekend has already been filled — a move trader Daan Crypto Trades called a “classic squeeze and retrace.” Others, including Crypto Tony, say bulls must now defend $123,000 to maintain momentum.“Bitcoin has reached a crucial resistance level,” said analyst Ted Pillows. “If institutions start bidding again like last week, a reclaim is possible.”Broader sentiment remains bullish, with analysts like Michaël van de Poppe and Crypto Jelle targeting $150,000 as the next major milestone. However, many expect a period of sideways trading before that goal materializes.“I don't think Bitcoin will blast through the ATH in one go,” van de Poppe noted. “Anything below $121,500 is a good re-entry zone before we move toward $150K.”Traders Expect 4% Dip Before Resuming UptrendMarket analysts expect a short-term correction, citing overextended technical indicators and the need for new support confirmation.The 50-period EMA on the four-hour chart — currently near $119,250 — is viewed as the next logical support retest.“We could see a 4h-50EMA retest — it’s overextended, and past patterns show this pullback is typical,” wrote CrypNuevo. “After that, I’m still favoring longs over shorts.”Rekt Capital added that a mild 4% dip toward $118,000 would still preserve the overall bullish structure, as long as BTC maintains higher highs and higher lows.“Bitcoin needs to prove $124K is a weakening point of rejection,” Rekt Capital said. “Any shallower dip from here strengthens that case.”AI Model Predicts Range-Bound “Uptober”Despite optimism in the market, on-chain analytics platform CryptoQuant warned that October may remain largely range-bound.Its NBeats Ensemble AI model, trained on nearly 400 on-chain metrics, projects low odds of a breakout this month.“After a strong uptrend, Bitcoin has entered a re-accumulation phase between $108,000 and $123,000,” wrote analyst CryptoOnchain. “The AI model predicts continued fluctuations in the upper half of this range.”CryptoQuant concluded that BTC will likely consolidate above $120K before flipping $123K into solid support — a setup that could pave the way for a decisive breakout in November or December.Fed Commentary Takes Center Stage Amid ShutdownThe ongoing U.S. government shutdown has halted key economic releases, shifting market attention to upcoming Federal Reserve speeches.Chair Jerome Powell and Vice Chair Michelle Bowman are among officials scheduled to speak this week, with investors parsing remarks for clues on future interest rate cuts.The Fed’s next policy decision is roughly three weeks away, and without fresh labor data, traders are relying on forward-looking sentiment indicators.According to The Kobeissi Letter, markets continue to “climb the wall of worry,” with the S&P 500 near record highs after 108 consecutive days above its 50-day moving average — an unusually strong streak for risk assets.Market Sentiment: Greedy but Not ExtremeThe Crypto Fear & Greed Index has rebounded sharply from September’s lows (26/100) to 71/100, signaling “greed” but avoiding the “extreme greed” zone.The reading remains below levels seen during Bitcoin’s mid-August rally, suggesting traders are optimistic but still cautious about entering new longs.Alternative sentiment measures from Alphractal and other analytics firms similarly point to a balanced but bullish tone — one that often precedes consolidation before major continuation rallies.Patience Before the Next MoveBitcoin’s record-breaking start to October highlights robust institutional and retail demand, but both on-chain data and AI-based forecasts suggest that the next phase of the bull market may require patience.With support between $118K–$121K holding firm and macro headwinds softening, traders are watching for a decisive range breakout above $123K to confirm the next upward leg.Until then, “Uptober” may be more about building the base for $150,000 rather than reaching it this month.

イーロン・マスクは数ヶ月にわたる憶測を経て、彼の最新の創造物である「Grokipedia」を正式に発表した。マスクがネット上で「虚偽と中途半端な真実」と呼ぶものに挑戦するために設計されたこの新しいプラットフォームは、インターネット上での真実の検証方法を再定義することを目指している。

Key Takeaways:The US national debt has climbed to $37.9 trillion, growing by nearly $6 billion per day — or $4.2 million per minute.The debt is projected to surpass $38 trillion within weeks and $50 trillion within a decade.Investors are turning to Bitcoin and gold as hard-asset hedges amid accelerating debt and dollar debasement concerns.Bitcoin trades around $123,874, after touching an all-time high above $125,500 over the weekend.America’s National Debt Nears $38 TrillionThe United States national debt is fast approaching $38 trillion, rising by an eye-watering $69,890 per second, according to the U.S. Congress Joint Economic Committee’s debt dashboard.This translates to about $6 billion per day — a figure greater than the entire GDP of over 30 countries, based on Worldometer data.At its current trajectory, the U.S. debt is expected to cross the $38 trillion threshold within 20 days, underscoring growing fiscal concerns in global markets.U.S. Representative Keith Self warned that the total could reach $50 trillion within a decade if no corrective action is taken:“Congress must act now — demand fiscal responsibility from your leaders before the gradual slide becomes a sudden collapse.”Bitcoin and Gold Become the “Debasement Trade”As U.S. debt spirals higher and inflation risks reemerge, investors are turning to Bitcoin (BTC) and gold as protection against dollar depreciation.Last week, JPMorgan described the two as part of the “debasement trade”, a strategy to hedge against long-term fiat currency erosion.Bitcoin recently hit a new all-time high of $125,506 on Saturday before consolidating around $123,874 on Monday. Gold also climbed to a record $3,920 per ounce, extending its year-long uptrend.Bitcoin’s fixed supply and decentralized monetary policy continue to attract institutional capital — including from traditional finance leaders once skeptical of crypto.BlackRock CEO Larry Fink, who previously dismissed Bitcoin, said in January that BTC could eventually reach $700,000 amid persistent fiat debasement fears.Ray Dalio and Global Debt WarningsRay Dalio, founder of Bridgewater Associates, reiterated in July that investors should allocate at least 15% of their portfolios to hard assets such as Bitcoin or gold, citing the best risk-to-return profile under current macro conditions.Dalio warned that the “debt doom loop” is not unique to the U.S. — other Western economies like the UK also face structural fiscal imbalances and weak currencies.Globally, total debt rose to $337.7 trillion by the end of Q2 2025, according to Reuters and the Institute of International Finance (IIF), driven by quantitative easing and a softening U.S. dollar.Trump Administration’s Debt-Cutting MeasuresThe Trump administration has pledged to reduce federal spending and address the deficit, even as total debt levels continue climbing.In early 2025, Tesla CEO Elon Musk briefly joined the Department of Government Efficiency, helping to identify cost-cutting opportunities reportedly saving $214 billion.President Donald Trump later signed the “Big Beautiful Bill Act” in July, a sweeping fiscal reform aimed at cutting $1.6 trillion in spending over the next decade.However, the bill’s initial implementation costs have pushed total debt past $37 trillion, with estimates suggesting a $3.4 trillion budget impact over the next 10 years.Rising Debt, Shrinking Trust — and the Bitcoin EffectWith debt levels accelerating and fiat purchasing power eroding, Bitcoin’s narrative as a hedge against fiscal mismanagement is gaining mainstream traction.The combination of record U.S. debt, a weakening dollar, and surging Bitcoin and gold prices underscores a growing investor preference for scarce, non-sovereign assets.As one market strategist put it:“Every dollar borrowed by the U.S. government strengthens the case for Bitcoin.”

Market data revealed that Bitcoin and Ethereum ETFs collectively attracted more than $4. source: https://coindoo.com/bitcoin-and-ethereum-etfs-record-second-highest-weekly-inflows-in-history/

According to PANews, the European Commission is considering a comprehensive reform to grant the European Securities and Markets Authority (ESMA) direct regulatory authority over stock exchanges, cryptocurrency companies, and clearinghouses. ESMA Chair Verena Ross stated that this initiative aims to address the longstanding fragmentation in EU financial markets and create a more integrated and globally competitive capital market. Currently, the regulation of crypto asset service providers (CASPs) is primarily executed by individual member states under the MiCA framework. However, ESMA argues that this decentralized approach is inefficient and undermines consumer protection. The proposal has faced opposition from smaller countries like Luxembourg and Malta, which warn that centralizing power could harm their local financial industries.

高市早苗氏が日本初の女性首相に選出され、株式とビットコインが急騰。彼女の成長促進政策は、不確実性は残るものの、暗号税制改革への道を開く可能性がある。

10ヶ月の沈黙の後、メラニア・トランプが "未来へ "というツイートで戻ってきた。10月1日にXに投稿されたこのツイートには、彼女がデジタルの虚空から出現するAI動画が映し出され、暗号めいた約束が記されている。

完全同型暗号化技術は、プライベート・レンディング、暗号化された信用スコアリング、機密取引を可能にすることで、従来の金融における数兆ドルの資本をDeFiのために解き放つことができる。

Binanceの共同設立者CZの投稿をきっかけに「4」と呼ばれる新しいmemecoinが急騰し、あるトレーダーが3000ドルを200万ドルに変えた。この上昇は4,000ドルのフィッシング攻撃によって引き起こされたもので、ソーシャルメディアとタイミングがいかに数分で巨額の利益を生み出すかを示している。

経営破綻した暗号取引所FTXの創設者であり、失脚したサム・バンクマン＝フリードが再び獄中から口を開いた。今回は、彼の「最大の過ち」は顧客資金の不始末ではなく、会社の経営権を新たな経営陣に譲り渡したことだと認めた。

台帳は本当に必要なのか？

米国の労働市場の弱さは、前例のない政府機関の閉鎖によって悪化しており、データが途絶えた場合、連邦準備制度理事会（FRB）は利下げを余儀なくされる可能性がある。

ミームコインは無価値なデジタルバブルなのか、それとも全く新しい資産クラスなのか？