恐怖と欲望指数
8.00% 年間パーセンタイル
68 欲望
暗号資産市場の総時価総額
$2.85T
0.00%
市場全体の取引量
$91.03B
18.65%
アルトコインシーズン指数
63.64%
四半期パーセンタイル
63 / 100
先物市場の未決済建玉総額
1.11B
2.67%
先物
429.80B
9.11%
無期限契約

II. Industry Updates

Cryptocurrency Regulatory Trends

1.

SEC revised crypto buyback FAQ on Sept. 28, adding 'no central party' condition; DeFi protocols must eliminate centralized control to avoid securities classification, reshaping treasury operations.

2.

CFTC registered Coinbase Clearing as DCO on Sept. 28 for fully collateralized USDC derivatives, enabling 24/7 settlement and completing Coinbase's end-to-end U.S. regulated derivatives infrastructure.

3.

ESMA's 2027 work program shifts MiCA from rulemaking to supervisory convergence with MIDAS surveillance tool, while EBA and ECB recommend regulating crypto lending, staking, and DeFi access at EU level.

4.

U.S. Senate report found 84% of Iran-linked sanctioned wallets used USDT; Senator Blumenthal requested Treasury and DOJ investigate Tether's AML compliance, intensifying stablecoin regulatory scrutiny.

5.

Japan FSA announced Sept. 29 stablecoin trade-settlement pilot with Mizuho, MUFG, and SMBC under Payment Innovation Project, testing regulatory framework for institutional stablecoin adoption in cross-border commerce.

Trending Tokens

1.

PUMP.fun (PUMP): Surged 23.4% to $0.00596 with $523M volume as weekly fees hit $13.64M and 463M tokens were bought back and burned.

2.

Quant (QNT): Rallied 22.7% to $270.88 on $787M turnover after a US clearing house selected Overledger for tokenized deposits across 25 banks.

3.

Midnight (NIGHT): Gained 17.4% to $0.0327 with $54M volume driven by Cardano-linked ZK privacy narrative and fresh social media momentum.

Smart Money Movements

1.

Strategy purchased 1,665 BTC for $142.7M, raising total holdings to 847,666 coins.

2.

BitMine added 17,362 ETH, lifting treasury to 6.0M tokens valued at $16.2B.

3.

Coinbase Institutional transferred 2,400 BTC worth $199M to an unknown wallet.

4.

Four major spot crypto ETFs recorded $65M net inflows on September 28.

5.

DeFi Development Corp added 47,706 SOL, bringing treasury to $309M.

Events to Watch

Sep 30 (Wed)

KBW2026 Seoul main conference kicks off with 300+ speakers including Hyperliquid, Arthur Hayes and Upbit CEO

Oct 1 (Thu)

U.S. ISM Manufacturing PMI for September to be released, consensus forecast at 55.0 vs prior 54.6

Oct 2 (Fri)

U.S. Nonfarm Payrolls due with 98K forecast; DoubleZero unlocks $108M cliff; MemeCore unlocks $57.7M

Oct 6 (Mon)

TOKEN2049 Singapore pre-event activities begin ahead of Oct 7-8 main conference at Marina Bay Sands