恐怖と欲望指数
0.00% 年間パーセンタイル
67 欲望
暗号資産市場の総時価総額
$2.89T
0.40%
市場全体の取引量
$42.32B
64.16%
アルトコインシーズン指数
41.67%
四半期パーセンタイル
57 / 100
先物市場の未決済建玉総額
1.14B
2.68%
先物
335.92B
21.90%
無期限契約

II. Industry Updates

Cryptocurrency Regulatory Trends

1.

ICBA sues OCC over crypto trust bank charters, alleging unequal oversight vs community banks; could slow crypto firms' access to federal banking credibility and dampen near-term charter applications.

2.

SEC approves listing rules for first 3x leveraged BTC/ETH ETPs via futures; trading awaits S-1 effectiveness. Signals deeper crypto-commodity parity, may boost institutional derivatives demand despite daily-reset risks.

3.

SEC proposes conditional self-custody fallback for advisers when no qualified custodian exists, with 60-day comment period; Bitwise warns DeFi vaults remain unaddressed, leaving institutional DeFi exposure in regulatory limbo.

4.

Hester Peirce exits SEC on Oct 2, leaving agency with three commissioners; combined with CFTC vacancy, crypto rulemaking capacity tightens as CLARITY Act stalls, raising uncertainty for pending digital asset frameworks.

5.

MiCA review draws Circle/Aave submissions urging reserve-rule revisions and intermediary-focused DeFi treatment; Bitpanda reports rising EU user trust in regulated firms, suggesting compliance is becoming a competitive differentiator ahead of 2027 UK regime.

Trending Tokens

1.

JUST (JST): Up 7.42% to $0.1369 with $50.98M volume, driven by TRON DeFi Summer S3 launching Oct 4 with $2M rewards and TRON hitting $30T cumulative transaction volume alongside $94B USDT supply dominance.

2.

Worldcoin (WLD): Rallied 6.44% to $0.6108 on $654M volume as World Chain TVL climbs to $36M, a 43% circulating supply reduction and $241K in short liquidations fueling a breakout targeting $0.72 resistance.

3.

LayerZero (ZRO): Gained 6.42% to $2.09 with $249.6M volume after ATLAS settlement engine launch and stablecoin partnerships boosted cross-chain activity, pushing protocol TVL to $11.69B and market cap to $835M.

Smart Money Movements

1.

U.S. spot Ethereum ETFs recorded net outflows of $118 million over three consecutive trading days ending Oct 1, while total ETH ETF assets remained at $17.7 billion.

2.

U.S. spot Bitcoin ETFs attracted $102.7 million in net inflows on Oct 1 led by BlackRock’s IBIT with $196 million, after a $148.7 million outflow on Sept 30 driven largely by Fidelity’s FBTC.

3.

Citigroup raised Strategy’s price target to $240 and its 12-month Bitcoin forecast to $113,000 as Strategy reported holding 847,666 BTC at a total cost of $63.945 billion.

4.

BlackRock launched three tokenized model portfolios with ONDO Finance onchain, targeting the $9.8 trillion global model portfolio market with high-income, diversified growth, and high-growth strategies.

5.

Loafmarkets announced a $500 million tokenized solar and battery infrastructure project on Arbitrum One, expanding real-world asset issuance to renewable energy projects.

Events to Watch

Oct 5 (Mon)

US Sep jobs added only 29K vs 90K forecast; unemployment rose to 4.2%, easing Fed tightening expectations and boosting risk assets including crypto.

Oct 6 (Tue)

CLOUD executes 25% supply burn; Ethereum public testnet upgrade goes live, signaling potential mainnet improvements and influencing ETH ecosystem sentiment this week.

Oct 7 (Wed)

FOMC releases Sep 15-16 meeting minutes, offering insights into rate-cut path and QT stance, directly impacting BTC volatility and broader risk asset pricing.

Oct 8 (Thu)

Shanghai Stock Exchange resumes trading after National Day holiday, potentially reshaping Asian market sentiment and increasing crypto trading volumes across regional exchanges.