マーケット

ビットコインのボラティリティは急落しましたが、2018年よりも極端な価格変動がより頻繁に発生しています
CoinDeskの分析によると、2026年には異常に大きな取引日が10日あり、ますます機関投資家が主体となる暗号資産市場において、投資家がどのようにリスクを測定しているのか疑問が投げかけられています。

AnthropicはAIインフラに5180億ドルを投資する計画。プレIPOのパープスはほとんど反応を示さず。
ロイターが入手したAnthropicの目論見書は、大幅な損失にもかかわらず大規模な支出計画を示しています。それでも、暗号通貨取引所でのプレIPOパープはほとんど動きがありませんでした。

クラリティ法案の失敗により、5億7,000万ドル相当の暗号ロングポジションが消失
ブル市場の暗号通貨先物の何百万ドルものロングポジションが24時間以内に清算されました。ビットコインとイーサのロングポジションが最も大きな損失を被っています。

ビットコイン、AI安全性懸念が株式に重くのしかかる中でテック株売りを振り切る
ビットコインは7万7,000ドルを超えて上昇しました。これは、AI開発の抑制を求める声がテクノロジー株に影響を及ぼし、さらに上昇する原油価格が市場の圧力を強めたためです。

Is bitcoin on the verge of its biggest bull run?
Ran Neuner, Founder of Crypto Banter, joins Coindesk’s Jennifer Sanasie on Markets Outlook with charts in hand to explain why Bitcoin's pullback from $82K is textbook post-golden-cross behavior, and why he thinks the real story is what comes next. Neuner breaks down Scott Bessent's Treasury buybacks as the engine of the rally, why ETH just broke a nine-year downtrend against Bitcoin, and why he's rotating out of layer ones and into apps with real users and revenue. Plus, Energy Substantiation Co-Founder Wil Harris joins Brand New Rails to explain why hard-to-custody assets, like oil, are tokenization's real frontier. - This episode is brought to you by Grayscale, the world's largest digital asset-focused investment platform. Grayscale's mission is to make digital asset investing simple and open to every investor. Learn more at grayscale.com. - This episode is brought to you by RealFi, a smarter stablecoin, backed by real-world assets. Join the Testnet now at realfi.co.

SGXのビットコインおよびイーサリアム永久先物が米国機関投資家に開放されました
シンガポール取引所は、米国の機関投資家が同取引所のビットコインおよびイーサの永久先物取引を開始できるようになったと発表しました。これは、米国のトレーディングデスクとアジアの流動性をつなぐ重要な節目となります。

AMC slams Robinhood's approach to tokenized stocks: why Kraken and Bullish are betting big anyway
On this episode of CoinDesk's Public Keys from the New York Stock Exchange, host Jennifer Sanasie is joined by special guest co-host Ophelia Snyder, Co-Founder of 21Shares. Payward Chief Commercial Officer Mark Greenberg breaks down Kraken parent Payward's new partnerships with SoFi and the London Stock Exchange, and how xStocks is bringing tokenized equities and 24/7 markets to investors around the world. Bullish Exchange President Chris Tyrer unpacks Bullish's $4.2 billion acquisition of transfer agent Equiniti, its first tokenized-share trades on a GFSC-regulated venue, and the competing models shaping the future of tokenized stocks. Plus, Sanasie and Snyder break down another billion-dollar week for Bitcoin and Ethereum ETFs and what shifting macro conditions could mean for crypto. - Learn more at bullish.com. - Register now for CoinDesk's Policy and Regulation event on September 22, 2026: policy-regulation.coindesk.com. - To get market-moving news delivered daily, download CoinDesk's mobile app: linktr.ee/coindeskapp.

CLARITY stalls, Kalshi heads toward SCOTUS & Wall Street goes onchain
CoinDesk’s The Policy Protocol hosts Rebecca Rettig and Renato Mariotti break down the Ninth Circuit’s ruling against prediction markets like Kalshi, New Jersey’s push to bring the fight before the Supreme Court, and the SEC’s new roundtable on 24/7 trading featuring a roster of TradFi heavyweights. Then, Katherine Kirkpatrick Bos, Head of Legal at Chainlink, joins the show to discuss 21 global banks planning a joint stablecoin and what it could mean for Circle and Tether, why Kraken’s Bitnomial acquisition could offer a “creative” path to bring Hyperliquid onshore, and the London Stock Exchange’s push to bring its 100 largest companies onchain. Plus, Kirkpatrick makes the case that legislation remains the only durable way to “future-proof” crypto, while Rebecca and Renato debate whether Congress is entering a post-CLARITY era.

現在、1ビットコインで購入できる金はわずか18オンス強となっており、これは1月以来の最高水準です
ビットコインは、両方のハード資産が同時に上昇する中で金を引き離しつつあります。これは、債券利回りによるものではなく、政府が債務をインフレで実質的に減らすだろうという懸念により牽引されています。

Coinbase tokenized stocks hit $100M in volume; first Zcash ETF and Strategy yield goes DeFi
On this episode of CoinDesk's Public Keys from the New York Stock Exchange, host Jennifer Sanasie is joined by Ben Spiegelman, Head of Institutional at Base, to break down Coinbase's newly launched tokenized stocks. Zach Pandl, Head of Research at Grayscale, unpacks the debut of the first-ever Zcash ETF. Plus, Solstice CEO Ben Nadareski explains strcUSX, a Solana-based product that splits the economics of Strategy's STRC preferred into senior and junior tranches. - Learn more at bullish.com. - Register now for CoinDesk's Policy and Regulation event on September 22, 2026: policy-regulation.coindesk.com. - To get market-moving news delivered daily, download CoinDesk's mobile app: linktr.ee/coindeskapp.
