CoinRank

2026年最初の時期に入り、物語は去ったり来たりしますが、実際の暗号資産の採用は、価格動向から機関向けインフラに静かに移行しています。

ホスト | Harry @CoinRank_io
スポンサー | David @aiwayworldの戦略アドバイザー

ゲストスピーカー
JACK | CMO @xone_chain
Austin | アンバサダー @Linkr_Web3
Mike | CMO @AllInX_Exchange
Cheeryjoe | アンバサダー @CoinMy_Cex

時間: 2026/1/8 20:00 (UTC+8)

X Space: https://x.com/i/spaces/1OyKAjgOlkbGb?s=20
Binance Space: https://app.binance.com/uni-qr/cspa/34753622328090?l=zh-CN&r=HK5DUS2H&uc=web_square_share_link&us=copylink

Gold May Surpass US Treasury Bonds to Become the Largest Official Reserve Asset

Polymarket’s denial of a US invasion of Venezuela sparks strong user discontent.

opBNB mainnet completes Fourier hard fork, reducing block time to 250 milliseconds

Welcome to CoinRank Daily Data Report. In this column series, CoinRank will provide important daily cryptocurrency data news, allowing readers to quickly understand the latest developments in the cryptocurrency market.

Gold May Surpass US Treasury Bonds to Become the Largest Official Reserve Asset 

 

Driven by the surge in gold prices over the past year and active purchases by central banks worldwide, gold is poised to surpass US Treasury bonds to become the largest reserve asset held by US governments overseas.

 

According to data released this month by the World Gold Council, the total amount of official US gold reserves held overseas exceeds 900 million troy ounces (data for most countries is as of the end of November, while data for a few countries is as of the end of October).

 

Based on gold prices on November 30, this is equivalent to $3.82 trillion in gold.

 

In comparison, as of October, the value of long-term and short-term US Treasury bonds held by US governments overseas was close to $3.88 trillion.

 

Assuming that the size of central bank gold reserves remains unchanged by the end of the year, based on year-end prices, the value of US official gold reserves held overseas would be $3.93 trillion, already exceeding the size of US Treasury bonds held by overseas governments.

 

Why Gold Is Surging: Central Banks, Sanctions, and Trust-1

Gold Front-Runs QE as Bitcoin Waits for Liquidity-2

 

Polymarket’s denial of a US invasion of Venezuela sparks strong user discontent.

 

The decentralized prediction market Polymarket’s refusal to classify the recent US military raid on Venezuela and the arrest of President Maduro and his wife as an “invasion” has sparked strong user discontent.

 

Despite the US seizing power and taking the head of state to the US, contracts worth millions of dollars related to “invasion” were ruled “not triggered,” drawing criticism from gamblers who see it as “redefining facts.”

 

The platform, founded by crypto entrepreneurs, received approval from the US Commodity Futures Trading Commission (CFTC) to return to the US market after Donald Trump Jr., son of former President Trump, invested in and joined its board.

 

This incident not only raises questions about the transparency of the judgment criteria but also raises deeper concerns about insider trading and whether the platform is politically influenced.

 

This incident reflects the risks of ambiguity and regulatory vacuum in the definition of real-world political and military events faced by decentralized prediction markets.

 

opBNB mainnet completes Fourier hard fork, reducing block time to 250 milliseconds

 

According to the official BNB Chain announcement, opBNB completed its Fourier mainnet hard fork upgrade on January 7, 2026 at 11:00 (UTC+8). The core change is merging PR #305, reducing the block interval from 500 milliseconds to 250 milliseconds, significantly improving transaction throughput and confirmation speed.

 

CZ encourages developers to continue building and promoting the development of the BNB ecosystem.

 

〈CoinRank Daily Data Report (1/7)｜Gold May Surpass US Treasury Bonds to Become the Largest Official Reserve Asset〉這篇文章最早發佈於《CoinRank》。

Bitcoin’s recent rebound has improved sentiment, but price strength alone is insufficient to confirm a full recovery without supporting liquidity and macro data.

Stablecoin supply, ETF holdings, and derivatives positioning show limited improvement, suggesting that capital commitment to Bitcoin remains cautious rather than conviction-driven.

Until real rates fall, liquidity expands, and sustained ETF inflows appear, waiting for clearer confirmation may offer better risk control than chasing short-term rallies.

Bitcoin (BTC) has rebounded recently, but macro conditions, ETF flows, stablecoin data, and derivatives positioning suggest the recovery is not yet confirmed.

Over the past few days, Bitcoin (BTC) has shown clear signs of short-term recovery. Prices have moved higher, market discussions have heated up, and overall sentiment has improved rapidly. For many participants, this rebound feels like the long-awaited signal that the market is finally turning bullish again.

 

However, history repeatedly shows that price action alone is rarely sufficient to confirm a true trend reversal. While the recent move in Bitcoin (BTC) is undeniable, a closer look at macro indicators, liquidity conditions, on-chain data, and derivatives positioning suggests that the market may still be in a transitional phase rather than a confirmed recovery.

 

This article first outlines the recent rebound in Bitcoin (BTC) and the reasons commonly cited to support a bullish narrative. It then presents a data-driven counterpoint, explaining why caution remains justified at this stage.

 

 

BITCOIN (BTC) RECENT REBOUND AND MARKET REACTION

 

The most obvious signal of recovery is price behavior. After a prolonged period of weakness, Bitcoin (BTC) has climbed steadily over several sessions, breaking the monotony of downward or sideways movement. This rebound has been fast enough to reignite speculative interest and short-term optimism.

 

At the same time, market sentiment indicators have reacted sharply. The crypto Fear & Greed Index jumped from deeply pessimistic levels to near-neutral territory within a single day. Such rapid shifts tend to amplify confidence, as traders interpret them as evidence that downside risk has already been absorbed.

 

Spot market activity has also picked up modestly. Volumes are higher than during the recent lows, reinforcing the perception that capital is returning. On the surface, these developments paint a convincing picture of recovery. Yet surface-level strength often hides unresolved structural constraints.

 

WHY SOME BELIEVE BITCOIN (BTC) IS RECOVERING

 

One widely cited argument is the macro environment. Nominal interest rates in the United States are declining, which theoretically benefits risk assets like Bitcoin (BTC). Lower nominal yields reduce the opportunity cost of holding assets that do not generate cash flow.

 

Another frequently mentioned factor is ETF activity. Spot Bitcoin ETFs have become a key transmission channel between traditional finance and crypto markets. Even modest changes in ETF flows can influence short-term price action, leading many to attribute the recent rebound in Bitcoin (BTC) to institutional positioning.

 

Finally, sentiment-based indicators reinforce the bullish narrative. As fear levels rise from extreme pessimism toward neutrality, traders often interpret this as confirmation that the worst phase is over. In previous cycles, similar sentiment shifts sometimes preceded broader trend reversals.

 

Despite these arguments, none of them are sufficient on their own to confirm that Bitcoin (BTC) has entered a sustainable recovery phase.

 

MACRO DATA SHOWS BITCOIN (BTC) LIQUIDITY REMAINS CONSTRAINED

 

From a macro perspective, the issue is not whether nominal rates are falling. That development has been well understood for some time. The more critical question is whether liquidity is actually flowing into the financial system.

 

At present, the so-called intermediate layer of liquidity remains blocked. While the U.S. is lowering interest rates, it is simultaneously issuing large amounts of debt, effectively absorbing liquidity. This dynamic limits how much capital can reach risk assets, including Bitcoin (BTC).

 

Conditions in the real economy reinforce this constraint. Bank lending standards remain tight, and corporations are hesitant to borrow. Without credit expansion, monetary easing struggles to translate into broader market liquidity.

 

This situation is reflected in real interest rates. Over the past two weeks, real rates have increased slightly, from around 1.92 to approximately 1.94. Even small increases matter, as rising real rates are inconsistent with the liquidity expansion typically required for a sustained bull market.

 

The U.S. dollar index supports this interpretation. During the same period, DXY has remained largely unchanged, moving only marginally from about 98.4 to 98.2. A stable dollar suggests that global liquidity conditions remain restrictive, offering limited macro support for Bitcoin (BTC).

 

MID-TERM ON-CHAIN AND ETF DATA SIGNAL CAUTION FOR BITCOIN (BTC)

 

Mid-term crypto-native indicators also point to caution. On-chain stablecoin supply, a key proxy for native liquidity, has shown minimal change. Over the past two weeks, total stablecoin market capitalization declined slightly from around 270 to approximately 268.8, indicating that fresh capital inflows remain limited.

 

ETF data tells a similar story. Total spot Bitcoin ETF holdings are effectively unchanged at roughly $118 billion, consistent with levels seen two weeks ago. While short-term fluctuations exist, the overall picture suggests that institutional exposure to Bitcoin (BTC) has not meaningfully increased.

 

Recent price strength appears to be driven primarily by short-term ETF flow dynamics rather than sustained accumulation. Over the past five trading days, Bitcoin ETFs recorded four days of net outflows, including a large single-day outflow of approximately $1.15 billion.

 

Importantly, historical context matters. In early March 2024, the market experienced a structurally similar phase. Despite prolonged net inflows at the time, prices eventually declined and entered a deeper correction lasting more than two weeks. This episode highlights why ETF flows alone cannot confirm a durable recovery in Bitcoin (BTC).

 

 

SENTIMENT VS DERIVATIVES DATA IN BITCOIN (BTC) MARKETS

 

Sentiment indicators have rebounded sharply, but derivatives data remains subdued. The Fear & Greed Index jumped from the mid-20s to around 44 within a day, compared with a two-week average near 23.

 

Such rapid sentiment shifts often reflect emotional relief rather than structural improvement. When sentiment recovers faster than liquidity and positioning, the risk of false signals increases.

 

Derivatives positioning supports this cautious view. Open interest has remained relatively stable around 56, showing no meaningful expansion in leveraged exposure. A genuine trend reversal typically coincides with growing participation, which has yet to materialize in Bitcoin (BTC) markets.

 

In essence, traders feel more optimistic, but they are not yet committing capital aggressively.

 

CONCLUSION: WHY WAITING ON BITCOIN (BTC) STILL MAKES SENSE

 

The recent rebound in Bitcoin (BTC) is real, but the data suggests it is incomplete. Price and sentiment have moved first, while liquidity, macro confirmation, and positioning remain weak.

 

This does not imply an imminent collapse. It does imply that confidence is running ahead of confirmation. Without clear improvements in real rates, dollar weakness, stablecoin expansion, and sustained ETF inflows, the probability of a false recovery remains high.

 

In uncertain conditions, patience is not a missed opportunity but a form of risk management. Markets rarely move in a straight line, and clearer entry points often appear once trends are genuinely established.

 

When prices rise without strong structural support, caution is not pessimism—it is discipline.

 

Read More:

Gold Front-Runs QE as Bitcoin Waits for Liquidity-2

Why Gold Is Surging: Central Banks, Sanctions, and Trust-1

〈Bitcoin Is Rebounding, but the Data Suggests the Recovery Is Still Incomplete〉這篇文章最早發佈於《CoinRank》。

Polymarket partners with Parcl to integrate daily housing price indices into on-chain prediction markets, letting users trade real-estate price outcomes with USDC on Polygon.

The new market provides transparent settlement using publicly verifiable indices, reducing reliance on slow, subjective traditional real estate data.

Traders can express bullish or bearish views on housing prices, effectively creating a “shorting tool” and risk management option for real estate.

Polymarket and Parcl launch a real-estate prediction market using daily housing price indices, enabling on-chain “shorting” and new risk tools for housing prices.

The value proposition of “everything is predictable” continues to rise.

 

On the evening of January 5th, the on-chain real estate platform Parcl announced a partnership with the prediction market Polymarket, aiming to integrate Parcl’s daily housing price indices into Polymarket’s new real estate prediction market. Influenced by this news, Parcl’s native token PRCL surged by over 150% at its peak before retracing. Its current price is approximately $0.042, with a market capitalization of $19 million.

 

PRCL Price Chart

 

Operational Details of Polymarket’s Real Estate Prediction Market Segment

 

Partnership Details:

 

Parcl provides daily housing price indices, serving as an independent, transparent reference data source for market settlement;

Polymarket is responsible for listing and operating the markets, where users can trade using USDC on the Polygon chain;

Market settlements are based on Parcl’s publicly verifiable indices, avoiding the delays (typically monthly) and subjectivity associated with traditional real estate data.

 

Market Types:

 

Predicting whether housing prices will rise or fall within a month, quarter, or year;

Threshold-based markets: e.g., whether prices will exceed a specific level;

Each market links to a dedicated settlement page on Parcl, displaying final values, historical data, and index calculation methodology.

 

Coverage:

 

Initially launching with high-liquidity U.S. cities such as New York, Miami, San Francisco, Austin, etc.;

Plans to expand to more cities and market types based on user demand.

 

Current Status:

 

Currently, this segment has only launched 7 monthly real estate prediction events with relatively low liquidity. The event with the highest trading volume, “Los Angeles, USA – House Median Price on Feb 1st,” has only $3,700 in volume.

 

New Real Estate Prediction Market Segment on Polymarket

 

In traditional real estate markets, whether bullish or bearish, such expectations are difficult to express directly, let alone form continuous market signals. Polymarket’s introduction essentially separates “judgments on housing prices” from asset transactions. As long as there is a clear settlement standard, the expectation itself can be priced independently.

 

Real Estate Markets Finally Have a “Shorting Tool”

 

An easily overlooked fact is that the potential demand for real estate-related markets does not solely originate from native speculators in the crypto world.

 

In the traditional financial system, “falling housing prices” is almost a risk that cannot be directly hedged. Whether holding property or having an asset structure and income source highly dependent on a particular city’s real estate cycle, the practical response is often to continue holding or directly sell the physical asset—both involve high transaction costs, long cycles, and lack flexible intermediate options. As KOL 0xMarioNawfal (@RoundtableSpace) stated: “This is far more than betting; it’s bringing liquidity to one of the world’s most illiquid markets. Imagine housing prices are at historic highs, you expect a crash but can’t sell your house—now you can hedge, short the market.”

 

The introduction of prediction markets abstracts the risk of falling housing prices into a tradable judgment. When prices are high and market expectations begin to weaken, the price trend of real estate itself can be priced separately without having to manage risk by disposing of the underlying asset.

 

Through Polymarket, the downside risk of real estate prices is abstracted into a tradable judgment rather than necessitating the disposal of physical assets. From this perspective, Polymarket’s real estate prediction markets resemble a simplified macro hedging mechanism more than a mere speculative game around price movements. It does not change the liquidity structure of real estate assets themselves but provides a tradable layer for a traditionally low-liquidity market that can reflect expectations in real-time.

 

Polymarket CMO Matthew Modabber stated: “Prediction markets work best for events with clear, verifiable data. Parcl’s daily housing price indices provide us with a transparent, consistent settlement foundation. Real estate should be a first-class category in prediction markets.”

 

This collaboration between Polymarket and Parcl also introduces traditional real estate price signals into the crypto system: Originally low-frequency, closed, and high-barrier-to-entry assets are decomposed into settleable, verifiable, and tradable index outcomes, taking a form closer to stock indices or crypto derivatives. This may represent a more practical and demand-aligned implementation path within the RWA narrative.

 

Read the original text

 

Read More:

Why Gold Is Surging: Central Banks, Sanctions, and Trust-1

Bitwise: Why Crypto Is Moving Beyond the Four-Year Cycle-2

〈Real Estate “Shorting Tool” Emerges, Polymarket Launches Real Estate Prediction Market〉這篇文章最早發佈於《CoinRank》。

#Coinbase CEO：彼の個人的な純資産の大部分はコインベース株式に残っている
テンポは、ステーブルコインおよび決済シーンに特化して設計されたTIP-20トークン標準をリリースしました
#opBNB メインネットはフォーリエハードフォークを完了し、ブロック時間は250ミリ秒に短縮された
#Polymarket 米国によるベネズエラ侵攻を否定、ユーザーの強い不満を引き起こす
複数の地域が、仮想通貨を用いた「トライアルカード」詐欺について警告しており、『無料の特典』を名目に被害者を通信業界の詐欺に誘い込んでいる

暗号資産においてプライバシーは基盤的な競争優位性となり、プライバシー・チェーンは強いネットワーク効果と高い移行コストを生み出し、価値配分のあり方を変える。

分散型メッセージングは、所有権とレジリエンスを確保するためにプライベートサーバーを排除しなければならない。暗号化を超えて、オープンプロトコルとユーザー主導のアイデンティティを最優先すべきである。

「シークレット・アズ・ア・サービス」は、コアインフラとして提案される。プログラム可能なデータアクセス、クライアント側の暗号化、分散型鍵ガバナンスを提供し、安全かつコンプライアンスに配慮したイノベーションを実現する。

暗号資産におけるマーケットキャップは、価格に流通供給量を掛けたもので、誤解を招く単位価格を超えた暗号資産の比較を標準化された方法で可能にする。

 

マーケットキャップを理解することで、投資家は相対的な規模、流動性、ボラティリティ、リスクを評価でき、低価格＝割安という誤解を避けることができる。

 

マーケットキャップは基盤的な指標ではあるが、完全な指標ではない。長期的な暗号資産投資戦略においては、供給動態、流動性、基本的な要素と併用して使用するのが最適である。

DePINSimは、ハードウェアの展開からソフトウェア定義の接続へのDePIN設計の転換を象徴しており、eSIMおよびプロトコル連携を活用して、新たな物理的インフラの構築なしにグローバルなアクセスをスケーリングしています。

 

分散型接続とエージェントベースのシミュレーションエンジンを組み合わせることで、DePINSimはDePINおよびGameFiプロジェクトにおける歴史的な大きなリスクの1つである、実際の需要条件下で失敗する可能性のある十分にテストされていないトークン経済を解決しています。

 

DePINSimは、Web2のeSIMプロバイダーとハードウェアベースのDePINネットワークの間にある位置を占めており、完全なインフラストラクチャの主権を譲ることで、より迅速な展開、ユーザーの負担の低減、およびグローバルにスケーラブルなインセンティブモデルを実現しています。

Brevis Network reframes blockchain scalability by separating execution from verification, allowing smart contracts to rely on complex offchain computation while preserving onchain trust through zero knowledge proofs.

 

By combining a hybrid zkVM architecture with a decentralized proving marketplace, Brevis turns proof generation into an open, market driven infrastructure rather than a closed or centralized service.

 

Brevis enables a new class of data driven onchain applications, from behavior based DeFi logic and trust minimized crosschain security to verifiable AI outputs that balance correctness and privacy.

Smart contracts have always had a structural weakness. They are good at the present, but bad at memory.

 

On most blockchains, contracts can read current state with little friction. The moment they need to reason about history, costs rise sharply. Checking long term user behavior, aggregating activity across months, or referencing past states from other chains quickly becomes impractical.

 

Developers adapted by moving computation offchain. Indexers, servers, and private databases filled the gap. Results were pushed back onchain, and most users accepted the trust assumptions behind them.

 

Brevis Network enters with a different approach. Heavy computation does not need to live onchain, but trust still must. Zero knowledge proofs make this separation possible. Instead of re executing work, the chain verifies that the work was done correctly.

 

This is not a small optimization. It changes what blockchains are designed to do.

 

FROM RE EXECUTION TO VERIFIABLE COMPUTE

 

Blockchain security has long depended on repetition. Every node re executes every transaction. This redundancy creates trust, but it also imposes hard limits.

 

 

As applications mature, those limits become more visible. DeFi products no longer only move assets. They price risk, adjust parameters, and react to behavior over time. These functions depend on historical data and complex computation.

 

Onchain execution struggles with this load. Offchain execution introduces trust.

 

Brevis proposes a third path. Computation happens offchain. Verification stays onchain. Zero knowledge proofs connect the two.

 

In this model, the blockchain focuses on consensus and finality. External systems handle data intensive work. Contracts receive results together with proofs they can verify cheaply.

 

Brevis refers to this as an infinite compute layer. The phrase does not suggest unlimited resources. It describes a system where application complexity no longer scales directly with chain congestion.

 

Developers stop asking what fits onchain. They start asking what can be proven.

 

WHY HISTORICAL DATA MATTERS MORE THAN THROUGHPUT

 

Throughput is easy to measure. Utility is harder.

 

Many applications care less about how many transactions a chain processes per second and more about what those transactions reveal over time. Risk engines depend on behavior. Markets depend on participation patterns. Governance depends on activity history.

 

Smart contracts do not handle these needs well. Storing large datasets onchain is expensive. Processing them repeatedly is worse.

 

As a result, most protocols rely on offchain pipelines. Data is collected elsewhere, processed privately, and reflected onchain through trusted updates.

 

Brevis changes this workflow.

 

A developer submits a query through the Brevis system. Relevant blockchain data is retrieved and verified against the canonical chain. The requested computation runs offchain. A proof is generated and sent back to the contract.

 

The contract never sees raw data. It only verifies the proof and accepts the result.

 

 

This makes historical data usable again, without reintroducing centralized trust.

 

THE ROLE OF PICO zkVM IN MAKING PROOFS PRACTICAL

 

Verifiable compute only works if proofs are fast enough to sit in real user flows.

 

Brevis built Pico zkVM with this constraint in mind. Instead of relying on a purely general virtual machine, it uses a hybrid design. General logic runs in the zkVM. Heavy operations move to specialized coprocessors.

 

This approach keeps development flexible while lowering proving cost. Expensive primitives no longer dominate performance.

 

The result is a system optimized for production workloads rather than theoretical purity.

 

In testing focused on Ethereum block proving, Brevis demonstrated proof generation within real time constraints. This matters because latency determines relevance. If proofs arrive too late, applications cannot depend on them.

 

Brevis also treats proving as a distributed problem. Pico Prism supports cluster level proving, allowing workloads to scale horizontally instead of depending on single machine performance.

 

This design aligns with how proving will operate at infrastructure scale.

 

PROVERNET AND THE ECONOMICS OF PROOF GENERATION

 

Even the best proving system fails if supply is fragile.

 

If applications depend on a single prover, they inherit downtime risk and unpredictable pricing. Brevis addresses this with ProverNet, a decentralized proving marketplace.

 

Applications submit proving tasks with budget and latency preferences. Provers submit offers based on cost and capacity. The network matches supply and demand dynamically.

 

Not all proofs are equal. Some require low latency. Others prioritize cost efficiency. ProverNet allows provers to specialize instead of forcing uniform performance.

 

The system uses a market design that rewards honest pricing. Participants benefit from reporting real costs rather than gaming the system. This helps maintain long term stability.

 

BREV underpins this economy. Applications pay fees in the token. Provers stake it to participate. Failure to deliver valid proofs leads to penalties.

 

This creates a direct link between usage and value. It also introduces accountability at the infrastructure level.

 

Hardware concentration remains a challenge. High performance proving requires capital investment. Whether ProverNet can broaden participation without losing reliability will be a key test.

 

WHAT BREVIS ENABLES ACROSS APPLICATIONS

 

Brevis matters when it changes how applications behave.

 

In DeFi, it enables behavior based logic. Protocols can adjust fees or rewards using provable user history. Loyalty systems become verifiable rather than discretionary.

 

In crosschain systems, Brevis supports trust minimized state verification. Assets do not need to move across bridges. Only state proofs do. This reduces risk while preserving interoperability.

 

In AI driven workflows, Brevis enables verifiable outputs. Models can produce results that contracts can trust without exposing sensitive inputs. This supports reputation systems and automated decision making.

 

Across these use cases, the pattern remains consistent. Compute offchain. Verify onchain.

 

THE STRATEGIC BET AHEAD

 

Brevis is not competing on narrative. It is competing on necessity.

 

Its success depends on whether verifiable compute becomes a default expectation rather than a specialized feature. If applications embed proofs into normal flows, Brevis occupies a critical position in the stack.

 

The roadmap focuses on migrating real traffic into ProverNet, expanding proving capacity, and reducing coordination costs through dedicated execution layers.

 

If this works, blockchains stop trying to compute everything themselves.

 

They become systems that verify the work of an external compute economy.

 

That is the future Brevis is building toward.

〈Why Brevis Network Matters in a World That Needs Verifiable Compute〉這篇文章最早發佈於《CoinRank》。

#Telegram 創業者パベル・デュロフは、最近の#FUD にもかかわらず、テレグラムはロシアとの資本的つながりを持たないと投稿で述べた。彼は、最近の17億ドルの債券発行にはロシアの投資家が一切関与していないことを強調した。2021年に発行された古い債券はほぼ返済済みであり、問題は生じていない。
彼はまた、債権者と株主は別物であり、彼自身がテレグラムの唯一の株主であると強調した。
#CryptoNews

2025年12月17日以降、大規模なビットコイン保有者層は56,000BTC以上を増加させた一方で、小規模なリテールウォレットは純出庫を示している。

　

この乖離は、保有期間が長く、流動性の容量が大きい保有者へと供給が移動している所有権の再編プロセスを示唆している。

　

データ提供者の間で手法にはばらつきがあるものの、このトレンドはリテール主導のボラティリティから機関主導の市場構造へと移行している可能性を浮き彫りにしている。

オンチェーンデータは、大規模なビットコイン保有者が蓄積を進めている一方で、小規模なリテールウォレットは保有量を減らしており、これはビットコイン所有権が長期的で機関投資家に準拠した保有者へと構造的なシフトが起きている可能性を示している。

モルガン・スタンレーはビットコインおよびソラナのETF申請を提出し、暗号資産への配分ベースの露出から、規制されたデジタル資産製品の直接発行へと移行している。

 

ビットコインとともにソラナが含まれていることは、機関投資家がコンプライアンス可能な投資枠組みの中で多様化された暗号資産露出を検討し始めていることを示している。

 

これらの提出書類は、規制当局の信頼感の高まりを反映しており、暗号資産がメインストリームの資産運用インフラに組み込まれつつある構造的転換を示唆している。

モルガン・スタンレーがビットコインおよびソラナのETF向け提出した書類は、間接的アクセスから直接製品発行へのシフトを示しており、暗号資産市場における機関投資家の統合がより深い段階に入ったことを示唆している。

アナリスト：#Infinex 公開売買の際に内輪取引の疑いのある3つのウォレットが指摘されています
#Bitcoin Core v30に脆弱性が存在：古いウォレットのアップグレードにより、財務上の損失が発生する可能性があります
#GoPlus : $114514 と同一名称の偽のポンジスキームやピクイトークンに注意してください
モーガン・スタンレー、米国#SEC にソラナ・トラストおよびビットコイン・トラストのS-1届出書を提出しました
リサーチヘッド：ビットコイン供給量の約3分の1を保有するウォレットは、量子攻撃の影響を受けやすい