Crypto Market Daily Report - Market Analysis & Insights

공포와 탐욕 지수

0.00% 연간 백분위수

70 탐욕

암호화폐 전체 시가총액

$2.94T

1.69%

전체 시장 거래량

$47.41B

11.91%

알트코인 시즌 지수

25.00%

분기별 백분위수

56 / 100

전체 선물 미결제약정

1.18B

3.33%

선물

352.84B

0.92%

무기한 계약

II. Industry Updates

Cryptocurrency Regulatory Trends

CFTC Chair Selig confirmed Oct 4 the agency will draft crypto exchange and leverage rules under existing authority after CLARITY Act failed, supporting BTC's +2.4% rise to $86,748.

India's RBI reaffirmed caution toward private crypto on Oct 4 citing monetary sovereignty risks, while backing tokenization and CBDC; local exchanges capture only 0.7% of national inflows.

South Korea's FSC opened consultation Oct 2 on tokenized securities rules requiring 4B KRW capital and 100M KRW retail caps ahead of Feb 2027 rollout as weekly trading volume fell 19.6%.

Brazil's central bank enforced Resolution 588 from Oct 1 mandating reporting of self-custody transfers above $10,000, tightening AML oversight in the world's top-ranked crypto adoption market.

SEC appropriations lapse has frozen new crypto ETF reviews since early October, pausing approvals and tolling statutory clocks while Bitcoin holds near $86,700 amid regulatory uncertainty.

Starknet (STRK): Surged 27.6% in 24h to $0.056 with $223M volume (+459%), driven by launch of a ZK privacy layer for ERC-20 tokens; ranked #99 on CoinMarketCap and up 152% from its August all-time low.

Pump.fun (PUMP): Rose 9.7% to $0.00627 as platform revenue surpassed Hyperliquid, lifting market cap to $2.91B and 24h volume to $357M; 274K holders reflect renewed Solana memecoin launchpad activity.

Aerodrome Finance (AERO): Gained 8.8% to $0.865 with $74M volume (+38.6%) as Base’s central liquidity hub benefited from $4.7B net inflows since Jan 1 and the Cobalt upgrade enabling validity-based conditional transactions.

Smart Money Movements

Strategy purchased 1,665 BTC using common stock proceeds and repurchased $103.5 million of STRC shares while maintaining a $5.02 billion USD reserve.

Bitmine accumulated 6,001,302 ETH representing 4.9% of supply, staked 84% of holdings, and generated approximately $358 million in annualized staking revenue.

Stellar attracted $36.4 million in daily RWA inflows, capturing 37% of the global $96.5 million growth and reaching $3.47 billion in distributed assets.

U.S. spot Bitcoin ETFs recorded $134.4 million in net inflows over two sessions after attracting $102.7 million on Oct. 1 and $31.7 million on Oct. 2.

Frank built a $285,600 EDEL position by spending $191,000 since Oct. 1, realizing $94,500 in unrealized profits across 5.7 million tokens accumulated onchain.

Events to Watch

Oct 5 (Sun)

STRK v0.14.4 mainnet release; ETH/NIL Blacklight L1 launch

Oct 6 (Mon)

CLOUD executes 25% supply burn; DRV V3 protocol launch

Oct 7 (Tue)

FOMC Sep meeting minutes released; TOKEN2049 Singapore opens

Oct 8 (Wed)

TOKEN2049 Institutional summit at Marina Bay Sands

Oct 9 (Thu)

AFTER2049 closing party atop MBS SkyPark in Singapore

Phemex Crypto Market Daily: Crypto Market Daily Report - Market Analysis & Insights (Oct 05)

목차

II. Industry Updates

Cryptocurrency Regulatory Trends

CFTC Chair Selig confirmed Oct 4 the agency will draft crypto exchange and leverage rules under existing authority after CLARITY Act failed, supporting BTC's +2.4% rise to $86,748.

India's RBI reaffirmed caution toward private crypto on Oct 4 citing monetary sovereignty risks, while backing tokenization and CBDC; local exchanges capture only 0.7% of national inflows.

South Korea's FSC opened consultation Oct 2 on tokenized securities rules requiring 4B KRW capital and 100M KRW retail caps ahead of Feb 2027 rollout as weekly trading volume fell 19.6%.

Brazil's central bank enforced Resolution 588 from Oct 1 mandating reporting of self-custody transfers above $10,000, tightening AML oversight in the world's top-ranked crypto adoption market.

SEC appropriations lapse has frozen new crypto ETF reviews since early October, pausing approvals and tolling statutory clocks while Bitcoin holds near $86,700 amid regulatory uncertainty.

Starknet (STRK): Surged 27.6% in 24h to $0.056 with $223M volume (+459%), driven by launch of a ZK privacy layer for ERC-20 tokens; ranked #99 on CoinMarketCap and up 152% from its August all-time low.

Pump.fun (PUMP): Rose 9.7% to $0.00627 as platform revenue surpassed Hyperliquid, lifting market cap to $2.91B and 24h volume to $357M; 274K holders reflect renewed Solana memecoin launchpad activity.

Aerodrome Finance (AERO): Gained 8.8% to $0.865 with $74M volume (+38.6%) as Base’s central liquidity hub benefited from $4.7B net inflows since Jan 1 and the Cobalt upgrade enabling validity-based conditional transactions.

Smart Money Movements

Strategy purchased 1,665 BTC using common stock proceeds and repurchased $103.5 million of STRC shares while maintaining a $5.02 billion USD reserve.

Bitmine accumulated 6,001,302 ETH representing 4.9% of supply, staked 84% of holdings, and generated approximately $358 million in annualized staking revenue.

Stellar attracted $36.4 million in daily RWA inflows, capturing 37% of the global $96.5 million growth and reaching $3.47 billion in distributed assets.

U.S. spot Bitcoin ETFs recorded $134.4 million in net inflows over two sessions after attracting $102.7 million on Oct. 1 and $31.7 million on Oct. 2.

Frank built a $285,600 EDEL position by spending $191,000 since Oct. 1, realizing $94,500 in unrealized profits across 5.7 million tokens accumulated onchain.

Events to Watch

Oct 5 (Sun)

Oct 6 (Mon)

Oct 7 (Tue)

Oct 8 (Wed)

Oct 9 (Thu)

목차

II. Industry Updates

Cryptocurrency Regulatory Trends

CFTC Chair Selig confirmed Oct 4 the agency will draft crypto exchange and leverage rules under existing authority after CLARITY Act failed, supporting BTC's +2.4% rise to $86,748.

India's RBI reaffirmed caution toward private crypto on Oct 4 citing monetary sovereignty risks, while backing tokenization and CBDC; local exchanges capture only 0.7% of national inflows.

South Korea's FSC opened consultation Oct 2 on tokenized securities rules requiring 4B KRW capital and 100M KRW retail caps ahead of Feb 2027 rollout as weekly trading volume fell 19.6%.

Brazil's central bank enforced Resolution 588 from Oct 1 mandating reporting of self-custody transfers above $10,000, tightening AML oversight in the world's top-ranked crypto adoption market.

SEC appropriations lapse has frozen new crypto ETF reviews since early October, pausing approvals and tolling statutory clocks while Bitcoin holds near $86,700 amid regulatory uncertainty.

Trending Tokens

Starknet (STRK): Surged 27.6% in 24h to $0.056 with $223M volume (+459%), driven by launch of a ZK privacy layer for ERC-20 tokens; ranked #99 on CoinMarketCap and up 152% from its August all-time low.

Pump.fun (PUMP): Rose 9.7% to $0.00627 as platform revenue surpassed Hyperliquid, lifting market cap to $2.91B and 24h volume to $357M; 274K holders reflect renewed Solana memecoin launchpad activity.

Aerodrome Finance (AERO): Gained 8.8% to $0.865 with $74M volume (+38.6%) as Base’s central liquidity hub benefited from $4.7B net inflows since Jan 1 and the Cobalt upgrade enabling validity-based conditional transactions.

Smart Money Movements

Strategy purchased 1,665 BTC using common stock proceeds and repurchased $103.5 million of STRC shares while maintaining a $5.02 billion USD reserve.

Bitmine accumulated 6,001,302 ETH representing 4.9% of supply, staked 84% of holdings, and generated approximately $358 million in annualized staking revenue.

Stellar attracted $36.4 million in daily RWA inflows, capturing 37% of the global $96.5 million growth and reaching $3.47 billion in distributed assets.

U.S. spot Bitcoin ETFs recorded $134.4 million in net inflows over two sessions after attracting $102.7 million on Oct. 1 and $31.7 million on Oct. 2.

Frank built a $285,600 EDEL position by spending $191,000 since Oct. 1, realizing $94,500 in unrealized profits across 5.7 million tokens accumulated onchain.

Events to Watch

Oct 5 (Sun)

Oct 6 (Mon)

Oct 7 (Tue)

Oct 8 (Wed)

Oct 9 (Thu)