{"id":364,"date":"2026-08-13T20:13:31","date_gmt":"2026-08-13T11:13:31","guid":{"rendered":"https:\/\/www.nexus-assetbase.com\/?p=364"},"modified":"2026-08-13T20:13:34","modified_gmt":"2026-08-13T11:13:34","slug":"cpi%e9%88%8d%e5%8c%96%e3%81%a7%e7%b1%b3%e6%a0%aa%e3%81%a8%e9%87%91%e3%81%af%e4%b8%8a%e6%98%87%e3%80%81%e3%81%9d%e3%82%8c%e3%81%a7%e3%82%82btc%e3%81%8c%e5%8b%95%e3%81%8b%e3%81%aa%e3%81%8b%e3%81%a3","status":"publish","type":"post","link":"https:\/\/www.nexus-assetbase.com\/?p=364","title":{"rendered":"CPI\u920d\u5316\u3067\u7c73\u682a\u3068\u91d1\u306f\u4e0a\u6607\u3001\u305d\u308c\u3067\u3082BTC\u304c\u52d5\u304b\u306a\u304b\u3063\u305f\u7406\u7531"},"content":{"rendered":"\n

7\u6708\u306e\u7c73\u6d88\u8cbb\u8005\u7269\u4fa1\u6307\u6570\u306f\u3001\u7dcf\u5408\u304c\u524d\u5e74\u6bd43.4%\u3001\u30b3\u30a2\u304c2.5%\u3078\u920d\u5316\u3057\u307e\u3057\u305f\u3002\u5e02\u5834\u306f9\u6708\u306e\u5229\u4e0a\u3052\u56de\u907f\u3092\u7e54\u308a\u8fbc\u307f\u3001\u7c73\u56fd\u682a\u3068\u91d1\u306f\u4e0a\u6607\u3057\u307e\u3057\u305f\u3002\u4e00\u65b9\u3001BTC\u306f6.3\u4e07\u30c9\u30eb\u53f0\u3067\u307b\u307c\u6a2a\u3070\u3044\u3067\u3059\u3002<\/p>\n\n\n\n

\u6700\u521d\u306f\u3001BTC\u3060\u3051\u304c\u597d\u6750\u6599\u306b\u53cd\u5fdc\u3067\u304d\u306a\u304b\u3063\u305f\u3088\u3046\u306b\u898b\u3048\u307e\u3059\u3002\u3057\u304b\u3057\u30c7\u30ea\u30d0\u30c6\u30a3\u30d6\u3092\u78ba\u8a8d\u3059\u308b\u3068\u3001Funding\u306f\u5c0f\u5e45\u30d7\u30e9\u30b9\u3067\u6e05\u7b97\u3082\u9650\u5b9a\u7684\u3067\u3059\u3002\u58f2\u3089\u308c\u305f\u3068\u3044\u3046\u3088\u308a\u3001ETF\u306a\u3069\u306e\u73fe\u7269\u8cc7\u91d1\u304c\u307e\u3060\u8ffd\u968f\u3057\u3066\u3044\u307e\u305b\u3093\u3002<\/p>\n\n\n\n

\u672c\u7a3f\u3067\u306f\u3001CPI\u5f8c\u306e\u8cc7\u91d1\u304cAI\u682a\u3001\u91d1\u3001BTC\u3078\u3069\u3046\u5206\u304b\u308c\u305f\u306e\u304b\u3092\u6574\u7406\u3057\u3001\u6b21\u306b\u78ba\u8a8d\u3057\u305f\u3044\u6570\u5b57\u3092\u660e\u78ba\u306b\u3057\u307e\u3059\u3002<\/p>\n\n\n\n

\u4e3b\u8981\u6307\u6a19<\/h2>\n\n\n\n
\u6307\u6a19<\/td>\u78ba\u8a8d\u5024<\/td>\u898b\u65b9<\/td><\/tr>
BTC<\/td>$63,470\u300124h -0.28%<\/td>CPI\u5f8c\u3082\u6a2a\u3070\u3044\u3002\u73fe\u7269\u8cc7\u91d1\u5f85\u3061<\/td><\/tr>
ETH<\/td>$1,882.24\u300124h +0.02%<\/td>BTC\u3088\u308a\u76f8\u5bfe\u7684\u306b\u5e95\u5805\u3044\u304c\u3001\u30ed\u30fc\u30c6\u30fc\u30b7\u30e7\u30f3\u306f\u672a\u78ba\u8a8d<\/td><\/tr>
Fear & Greed<\/td>27\uff08Fear\uff09<\/td>\u524d\u65e529\u304b\u3089\u4f4e\u4e0b\u3057\u3001\u5fc3\u7406\u306f\u6539\u5584\u305b\u305a<\/td><\/tr>
BTC\u73fe\u7269ETF<\/td>\u6700\u65b0\u78ba\u5b9a\u65e5 +$7.8M<\/td>8\u670811\u65e5\u5206\u300212\u65e5\u5206\u306f\u672a\u96c6\u8a08<\/td><\/tr>
ETH\u73fe\u7269ETF<\/td>\u6700\u65b0\u78ba\u5b9a\u65e5 -$1.7M<\/td>\u5c0f\u5e45\u6d41\u51fa<\/td><\/tr>
BTC Funding<\/td>+0.0066%<\/td>Binance USDT\u7121\u671f\u9650\u30fb8\u6642\u9593\u5024\u3002\u904e\u71b1\u306f\u9650\u5b9a\u7684<\/td><\/tr>
BTC OI<\/td>$47.312B<\/td>\u5efa\u7389\u306f\u6b8b\u308b\u304c\u3001\u4e00\u65b9\u5411\u3078\u306e\u6975\u7aef\u306a\u50be\u304d\u306a\u3057<\/td><\/tr>
BTC\u6e05\u7b97<\/td>$20.434M<\/td>\u5e02\u5834\u5168\u4f53\u30fb24\u6642\u9593\u3002\u5f37\u5236\u89e3\u6d88\u306f\u5c0f\u3055\u3044<\/td><\/tr>
Coinbase Premium<\/td>\u53d6\u5f97\u4e0d\u53ef<\/td>\u540c\u4e00\u6642\u523b\u306e\u6307\u6570\u5024\u3092\u78ba\u8a8d\u3067\u304d\u305a\u3001\u63a8\u5b9a\u3057\u306a\u3044<\/td><\/tr>
\u30b9\u30c6\u30fc\u30d6\u30eb\u30b3\u30a4\u30f3\u4f9b\u7d66<\/td>$300.815B\u30017d +0.14%<\/td>\u5f85\u6a5f\u8cc7\u91d1\u306f\u6539\u5584\u3002\u305f\u3060\u3057\u7d99\u7d9a\u78ba\u8a8d\u304c\u5fc5\u8981<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

\u4fa1\u683c\u30fb\u30c7\u30ea\u30d0\u30c6\u30a3\u30d6\u306fCoinGlass<\/a>\u3001ETF\u306fFarside<\/a>\u3001\u30b9\u30c6\u30fc\u30d6\u30eb\u30b3\u30a4\u30f3\u306fDefiLlama<\/a>\u3092\u53c2\u7167\u3057\u3066\u3044\u307e\u3059\u3002\u66f4\u65b0\u6642\u70b9\u3084\u96c6\u8a08\u7bc4\u56f2\u306e\u7570\u306a\u308b\u6570\u5b57\u306f\u5408\u7b97\u3057\u3066\u3044\u307e\u305b\u3093\u3002<\/p>\n\n\n\n

CPI\u306f\u5229\u4e0a\u3052\u61f8\u5ff5\u3092\u5f8c\u9000\u3055\u305b\u305f<\/h2>\n\n\n\n

\u7dcf\u54083.4%\u3001\u30b3\u30a22.5%\u306e\u4e2d\u8eab<\/h3>\n\n\n\n

\u7c73\u52b4\u50cd\u7d71\u8a08\u5c40<\/a>\u306b\u3088\u308b\u3068\u30017\u6708CPI\u306f\u524d\u6708\u6bd4+0.1%\u3001\u524d\u5e74\u6bd4+3.4%\u3067\u3057\u305f\u3002\u98df\u54c1\u3068\u30a8\u30cd\u30eb\u30ae\u30fc\u3092\u9664\u304f\u30b3\u30a2\u306f\u524d\u6708\u6bd4+0.2%\u3001\u524d\u5e74\u6bd4+2.5%\u3067\u3059\u3002\u3044\u305a\u308c\u30826\u6708\u304b\u3089\u524d\u5e74\u6bd4\u306e\u4f38\u3073\u304c\u920d\u5316\u3057\u307e\u3057\u305f\u3002<\/p>\n\n\n\n

\u5e02\u5834\u304c\u8b66\u6212\u3057\u3066\u3044\u305f\u4e0a\u632f\u308c\u306f\u8d77\u304d\u305a\u30019\u6708\u4f1a\u5408\u306e\u636e\u3048\u7f6e\u304d\u78ba\u7387\u306f\u7d0462%\u3078\u4e0a\u6607\u3057\u307e\u3057\u305f\u3002\u7c732\u5e74\u50b5\u5229\u56de\u308a\u306f4.198%\u300110\u5e74\u50b5\u306f4.682%\u3078\u4f4e\u4e0b\u3057\u3001\u91d1\u5229\u4e0a\u6607\u306b\u5f31\u3044\u8cc7\u7523\u306b\u306f\u8ffd\u3044\u98a8\u3068\u306a\u308a\u307e\u3057\u305f\u3002<\/p>\n\n\n\n

\u305f\u3060\u3057\u3001\u30a8\u30cd\u30eb\u30ae\u30fc\u6307\u6570\u306f\u524d\u6708\u6bd41.5%\u4f4e\u4e0b\u3057\u305f\u4e00\u65b9\u3001\u524d\u5e74\u6bd4\u3067\u306f14.7%\u4e0a\u6607\u3057\u3066\u3044\u307e\u3059\u30027\u6708CPI\u306b\u306f8\u6708\u306e\u539f\u6cb9\u53cd\u767a\u3082\u5341\u5206\u53cd\u6620\u3055\u308c\u307e\u305b\u3093\u3002\u4eca\u56de\u306e\u6570\u5b57\u306f\u5229\u4e0a\u3052\u3092\u6025\u3050\u7406\u7531\u3092\u5f31\u3081\u307e\u3057\u305f\u304c\u3001\u30a4\u30f3\u30d5\u30ec\u518d\u52a0\u901f\u306e\u53ef\u80fd\u6027\u307e\u3067\u6d88\u3057\u305f\u308f\u3051\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002<\/p>\n\n\n\n

\u7c73\u682a\u306f\u4e0a\u6607\u306e\u5e45\u3082\u6539\u5584<\/h3>\n\n\n\n

S&P 500\u306f0.26%\u3001Nasdaq\u306f0.54%\u4e0a\u6607\u3057\u307e\u3057\u305f\u3002\u4e0a\u6607\u9298\u67c4\u306f\u4e0b\u843d\u9298\u67c4\u306e1.7\u500d\u3067\u300111\u696d\u7a2e\u4e2d8\u696d\u7a2e\u304c\u4e0a\u6607\u3057\u3066\u3044\u307e\u3059\u3002VIX\u308214.55\u3078\u4e0b\u304c\u308a\u307e\u3057\u305f\u3002<\/p>\n\n\n\n

\u4eca\u65e5\u306f\u6307\u6570\u3068\u5e02\u5834\u5185\u90e8\u304c\u540c\u3058\u65b9\u5411\u3078\u9032\u307f\u3001CPI\u5f8c\u306e\u5b89\u5fc3\u611f\u304c\u5927\u578b\u682a\u4ee5\u5916\u306b\u3082\u5e83\u304c\u308a\u307e\u3057\u305f\u3002\u305f\u3060\u3057\u3001\u4f4e\u3044VIX\u306f\u60aa\u6750\u6599\u3078\u306e\u5099\u3048\u304c\u8584\u3044\u72b6\u614b\u3067\u3082\u3042\u308a\u307e\u3059\u3002<\/p>\n\n\n\n

AI\u9700\u8981\u306f\u5f37\u3044\u3001\u305d\u308c\u3067\u3082\u8a2d\u5099\u6295\u8cc7\u306f\u3055\u3089\u306b\u5927\u304d\u3044<\/h2>\n\n\n\n

Nebius\u306e\u5951\u7d04\u984d\u306857\u5104\u30c9\u30eb\u306e\u8a2d\u5099\u6295\u8cc7<\/h3>\n\n\n\n

Nebius\u306e4\u301c6\u6708\u671f\u58f2\u4e0a<\/a>\u306f5.823\u5104\u30c9\u30eb\u3067\u3001AI\u30af\u30e9\u30a6\u30c9\u90e8\u9580\u306f\u7d046\u500d\u306b\u6210\u9577\u3057\u307e\u3057\u305f\u3002\u540c\u793e\u306f10\u5104\u30c9\u30eb\u8d85\u306e\u5951\u7d04\u30924\u4ef6\u7372\u5f97\u3057\u3001\u9867\u5ba2\u30b3\u30df\u30c3\u30c8\u30e1\u30f3\u30c8\u306f400\u5104\u30c9\u30eb\u8d85\u3001\u4eca\u5e74\u306e\u524d\u53d7\u91d1\u306f90\u5104\u30c9\u30eb\u8d85\u3092\u898b\u8fbc\u3093\u3067\u3044\u307e\u3059\u3002<\/p>\n\n\n\n

AI\u8a08\u7b97\u9700\u8981\u306f\u4f9b\u7d66\u3092\u4e0a\u56de\u3063\u3066\u304a\u308a\u3001\u540c\u793e\u306f2026\u5e74\u306e\u5951\u7d04\u96fb\u529b\u76ee\u6a19\u30924GW\u8d85\u304b\u30895GW\u3078\u5f15\u304d\u4e0a\u3052\u307e\u3057\u305f\u3002<\/p>\n\n\n\n

\u3057\u304b\u3057\u3001\u56db\u534a\u671f\u8a2d\u5099\u6295\u8cc7\u306f57\u5104\u30c9\u30eb\u3067\u3001\u58f2\u4e0a\u306e\u7d0410\u500d\u3067\u3059\u3002\u53d7\u6ce8\u6b8b\u306f\u5c06\u6765\u58f2\u4e0a\u306e\u53ef\u8996\u6027\u3067\u3042\u308b\u3068\u540c\u6642\u306b\u3001GPU\u3001\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u3001\u96fb\u529b\u3092\u5148\u306b\u7528\u610f\u3059\u308b\u7fa9\u52d9\u3067\u3082\u3042\u308a\u307e\u3059\u3002AI\u682a\u3092\u8a55\u4fa1\u3059\u308b\u3068\u304d\u306f\u3001\u5951\u7d04\u984d\u3060\u3051\u3067\u306a\u304f\u3001\u524d\u53d7\u91d1\u3067\u6295\u8cc7\u3092\u8cc4\u3048\u308b\u304b\u3001\u7a3c\u50cd\u958b\u59cb\u304c\u9045\u308c\u306a\u3044\u304b\u3001\u9867\u5ba2\u304c\u96c6\u4e2d\u3057\u3066\u3044\u306a\u3044\u304b\u3092\u78ba\u8a8d\u3057\u305f\u3044\u3068\u3053\u308d\u3067\u3059\u3002<\/p>\n\n\n\n

\u597d\u6c7a\u7b97\u3067\u3082\u4e0b\u304c\u308bAI\u682a\u304c\u3042\u308b<\/h3>\n\n\n\n

Cerebras\u306f\u5e74\u9593\u58f2\u4e0a\u898b\u901a\u3057\u30928.80\u301c8.90\u5104\u30c9\u30eb\u3078\u5f15\u304d\u4e0a\u3052\u3001\u56db\u534a\u671f\u58f2\u4e0a\u3082\u524d\u5e74\u6bd474.3%\u5897\u3068\u306a\u308a\u307e\u3057\u305f\u3002\u305d\u308c\u3067\u3082\u682a\u4fa1\u306f\u6642\u9593\u5916\u306714%\u4ee5\u4e0a\u4e0b\u843d\u3057\u307e\u3057\u305f\u3002<\/p>\n\n\n\n

OpenAI\u3068\u306e200\u5104\u30c9\u30eb\u5951\u7d04\u3078\u306e\u4f9d\u5b58\u3084\u3001\u9ad8\u3044\u671f\u5f85\u5024\u304c\u610f\u8b58\u3055\u308c\u305f\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u3002\u540c\u3058\u65e5\u306bCoreWeave\u3001Nebius\u3001Super Micro\u306f\u5927\u5e45\u9ad8\u3067\u3057\u305f\u3002AI\u682a\u306f\u5951\u7d04\u306e\u5206\u6563\u3001\u5229\u76ca\u7387\u3001\u8a2d\u5099\u6295\u8cc7\u306e\u56de\u53ce\u901f\u5ea6\u3067\u9078\u5225\u3055\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n

BTC\u306b\u306f\u30de\u30af\u30ed\u6539\u5584\u3088\u308a\u73fe\u7269\u8cc7\u91d1\u304c\u5fc5\u8981<\/h2>\n\n\n\n

BTC\u306f\u7d046.347\u4e07\u30c9\u30eb\u3067\u3001CPI\u5f8c\u3082\u5927\u304d\u304f\u4e0a\u6607\u3057\u307e\u305b\u3093\u3067\u3057\u305f\u3002\u91d1\u73fe\u7269\u306f0.9%\u4e0a\u6607\u3057\u30664,406.64\u30c9\u30eb\u3068\u306a\u308a\u3001\u7c73\u682a\u3082\u4e0a\u6607\u3057\u3066\u3044\u307e\u3059\u3002\u540c\u3058\u5229\u4e0a\u3052\u56de\u907f\u6750\u6599\u3092\u3001BTC\u3060\u3051\u304c\u5341\u5206\u306b\u53d7\u3051\u53d6\u3089\u306a\u304b\u3063\u305f\u5f62\u3067\u3059\u3002<\/p>\n\n\n\n

\u30c7\u30ea\u30d0\u30c6\u30a3\u30d6\u3092\u898b\u308b\u3068\u3001BTC\u306eFunding\u306fBinance\u30678\u6642\u9593+0.0066%\u3001OI\u306f473.12\u5104\u30c9\u30eb\u300124\u6642\u9593\u6e05\u7b97\u306f2,043\u4e07\u30c9\u30eb\u3067\u3059\u3002\u904e\u71b1\u3057\u305f\u30ed\u30f3\u30b0\u76f8\u5834\u3067\u3082\u3001\u5927\u898f\u6a21\u306a\u6295\u3052\u58f2\u308a\u3067\u3082\u3042\u308a\u307e\u305b\u3093\u3002<\/p>\n\n\n\n

\u73fe\u7269\u5074\u3067\u306f\u3001\u7c73BTC ETF\u306e\u6700\u65b0\u78ba\u5b9a\u5024\u306f780\u4e07\u30c9\u30eb\u306e\u5c0f\u5e45\u6d41\u5165\u3001ETH ETF\u306f170\u4e07\u30c9\u30eb\u6d41\u51fa\u3067\u3059\u30028\u670812\u65e5\u6b04\u306f\u5168\u5546\u54c1\u304c\u30bc\u30ed\u8868\u793a\u3067\u3059\u304c\u3001\u78ba\u8a8d\u6642\u70b9\u3067\u306f\u672a\u96c6\u8a08\u3068\u5224\u65ad\u3057\u3001\u78ba\u5b9a\u5024\u3068\u3057\u3066\u4f7f\u3063\u3066\u3044\u307e\u305b\u3093\u3002<\/p>\n\n\n\n

\u4e00\u65b9\u3001\u30b9\u30c6\u30fc\u30d6\u30eb\u30b3\u30a4\u30f3\u4f9b\u7d66\u306f3,008.15\u5104\u30c9\u30eb\u3067\u30017\u65e5\u5909\u5316\u304c+0.14%\u3078\u6539\u5584\u3057\u307e\u3057\u305f\u3002\u305f\u3060\u30571\u65e5\u306e\u5909\u5316\u3067\u306f\u8ee2\u63db\u3068\u65ad\u5b9a\u3067\u304d\u307e\u305b\u3093\u3002ETF\u6d41\u5165\u3001\u4f9b\u7d66\u5897\u52a0\u3001Coinbase Premium\u306e\u6539\u5584\u304c\u6570\u65e5\u305d\u308d\u3048\u3070\u3001CPI\u306e\u52b9\u679c\u304cBTC\u3078\u5c4a\u3044\u305f\u3068\u5224\u65ad\u3057\u3084\u3059\u304f\u306a\u308a\u307e\u3059\u3002<\/p>\n\n\n\n

\u30de\u30a4\u30ca\u30fc\u682a\u306e\u4e0a\u6607\u304cBTC\u4e0a\u6607\u3068\u306f\u9650\u3089\u306a\u3044<\/h3>\n\n\n\n

Riot\u3068Anthropic\u306e\u5951\u7d04<\/a>\u306f\u3001191MW\u309220\u5e74\u9593\u63d0\u4f9b\u3057\u3001\u5951\u7d04\u984d\u306f91\u5104\u30c9\u30eb\u3001\u5ef6\u9577\u8fbc\u307f\u6700\u5927161\u5104\u30c9\u30eb\u3067\u3059\u3002\u96fb\u529b\u8a2d\u5099\u3092\u4fdd\u6709\u3059\u308b\u30de\u30a4\u30ca\u30fc\u304c\u3001AI\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u3078\u8ee2\u63db\u3059\u308b\u4fa1\u5024\u3092\u5e02\u5834\u304c\u8a55\u4fa1\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n

\u305f\u3060\u3057Riot\u306eBTC\u4fdd\u6709\u306f\u7b2c2\u56db\u534a\u671f\u306b4,300\u679a\u6e1b\u5c11\u3057\u307e\u3057\u305f\u3002AI\u8ee2\u63db\u306f\u53ce\u76ca\u3092\u591a\u69d8\u5316\u3057\u307e\u3059\u304c\u3001\u8a2d\u5099\u6295\u8cc7\u3092BTC\u58f2\u5374\u3067\u8cc4\u3046\u306a\u3089\u77ed\u671f\u7684\u306b\u306f\u73fe\u7269\u4f9b\u7d66\u304c\u5897\u3048\u307e\u3059\u3002<\/p>\n\n\n\n

CPI\u920d\u5316\u3067\u3082\u9577\u671f\u91d1\u5229\u304c\u4e0b\u304c\u308a\u5207\u3089\u306a\u3044\u7406\u7531<\/h2>\n\n\n\n

\u7c73\u56fd\u306e7\u6708\u8ca1\u653f\u8d64\u5b57<\/a>\u306f4,320\u5104\u30c9\u30eb\u3068\u306a\u308a\u30017\u6708\u3068\u3057\u3066\u904e\u53bb\u6700\u5927\u3067\u3057\u305f\u3002\u7d66\u4ed8\u65e5\u306e\u305a\u308c\u3092\u8abf\u6574\u3057\u3066\u30823,330\u5104\u30c9\u30eb\u3067\u3001\u524d\u5e74\u3088\u308a18%\u5897\u3048\u3066\u3044\u307e\u3059\u3002\u5e74\u5ea6\u7d2f\u8a08\u306f1.799\u5146\u30c9\u30eb\u3068\u306a\u308a\u30012025\u5e74\u5ea6\u901a\u5e74\u3092\u3059\u3067\u306b\u4e0a\u56de\u308a\u307e\u3057\u305f\u3002<\/p>\n\n\n\n

CPI\u920d\u5316\u306f\u653f\u7b56\u91d1\u5229\u306b\u8fd1\u30442\u5e74\u50b5\u3092\u4e0b\u3052\u3084\u3059\u304f\u3057\u307e\u3059\u3002\u4e00\u65b9\u3001\u5de8\u984d\u306e\u8ca1\u653f\u8d64\u5b57\u306f\u56fd\u50b5\u4f9b\u7d66\u3092\u5897\u3084\u3057\u300110\u5e74\u50b5\u306a\u3069\u9577\u671f\u91d1\u5229\u306e\u4f4e\u4e0b\u3092\u59a8\u3052\u307e\u3059\u3002\u3053\u306e\u306d\u3058\u308c\u306f\u3001\u501f\u5165\u4f9d\u5b58\u306eAI\u30a4\u30f3\u30d5\u30e9\u4f01\u696d\u306b\u3082\u3001\u30ad\u30e3\u30c3\u30b7\u30e5\u30d5\u30ed\u30fc\u3092\u751f\u307e\u306a\u3044BTC\u3084\u91d1\u306b\u3082\u5f71\u97ff\u3057\u307e\u3059\u3002<\/p>\n\n\n\n

\u91d1\u306f\u4eca\u56de\u306f\u5229\u4e0a\u3052\u56de\u907f\u3092\u7d20\u76f4\u306b\u597d\u611f\u3057\u307e\u3057\u305f\u3002BTC\u306f\u53cd\u5fdc\u3057\u307e\u305b\u3093\u3067\u3057\u305f\u304c\u3001\u76f4\u3061\u306b\u5f31\u6c17\u3068\u6c7a\u3081\u308b\u6bb5\u968e\u3067\u3082\u3042\u308a\u307e\u305b\u3093\u3002\u91d1\u5229\u4f4e\u4e0b\u304c\u7d9a\u304d\u3001\u6697\u53f7\u8cc7\u7523\u56fa\u6709\u306e\u8cc7\u91d1\u304c\u623b\u308b\u304b\u3092\u5206\u3051\u3066\u78ba\u8a8d\u3057\u307e\u3059\u3002<\/p>\n\n\n\n

\u6628\u65e5\u307e\u3067\u3068\u306e\u5dee\u5206<\/h2>\n\n\n\n

\u6628\u65e5\u306fCPI\u524d\u3067\u3001\u7c73\u682a\u6307\u6570\u304c\u4e0b\u843d\u3059\u308b\u4e00\u65b9\u3001\u4e0a\u6607\u9298\u67c4\u306f\u4e0b\u843d\u9298\u67c4\u306e1.2\u500d\u3067\u3057\u305f\u3002\u4eca\u65e5\u306fCPI\u304c\u4e88\u60f3\u901a\u308a\u306b\u920d\u5316\u3057\u3001\u6307\u6570\u3082\u4e0a\u6607\u3001\u9a30\u843d\u6bd4\u7387\u306f1.7\u500d\u3078\u6539\u5584\u3057\u307e\u3057\u305f\u3002\u8b66\u6212\u304c\u5f8c\u9000\u3057\u305f\u3053\u3068\u3092\u5e02\u5834\u5185\u90e8\u3082\u78ba\u8a8d\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n

AI\u3067\u306f\u3001\u6628\u65e5\u306eCoreWeave\u306b\u7d9a\u3044\u3066Nebius\u3082\u5927\u578b\u5951\u7d04\u3092\u793a\u3057\u307e\u3057\u305f\u3002\u9700\u8981\u306e\u5b58\u5728\u306f\u4e00\u6bb5\u78ba\u8a8d\u3055\u308c\u3001\u7126\u70b9\u306f\u58f2\u4e0a\u6210\u9577\u304b\u3089\u8cc7\u672c\u52b9\u7387\u3068\u96fb\u529b\u78ba\u4fdd\u3078\u79fb\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n

\u6697\u53f7\u8cc7\u7523\u3067\u306f\u3001\u30b9\u30c6\u30fc\u30d6\u30eb\u30b3\u30a4\u30f3\u4f9b\u7d66\u306e7\u65e5\u5909\u5316\u304c-0.13%\u304b\u3089+0.14%\u3078\u6539\u5584\u3057\u307e\u3057\u305f\u3002\u3057\u304b\u3057BTC\u306f\u597d\u6750\u6599\u3078\u53cd\u5fdc\u305b\u305a\u3001ETF\u3082\u5c0f\u5e45\u6d41\u5165\u3067\u3059\u3002\u73fe\u7269\u8cc7\u91d1\u306e\u56de\u5fa9\u306f\u59cb\u307e\u3063\u305f\u53ef\u80fd\u6027\u304c\u3042\u308b\u3082\u306e\u306e\u3001\u78ba\u8a8d\u306b\u306f\u6570\u65e5\u5fc5\u8981\u3067\u3059\u3002<\/p>\n\n\n\n

\u4fa1\u683c\u4e88\u60f3<\/h2>\n\n\n\n

\u5f37\u6c17\u30b7\u30ca\u30ea\u30aa<\/h3>\n\n\n\n

\u7c7310\u5e74\u50b5\u304c4.60%\u3092\u5272\u308a\u3001BTC ETF\u304c\u660e\u78ba\u306a\u6d41\u5165\u3078\u623b\u308a\u3001BTC\u304c64,300\u30c9\u30eb\u3092\u7a81\u7834\u3059\u308b\u5834\u5408\u3067\u3059\u3002BTC\u306f65,500\u301c67,000\u30c9\u30eb\u3001ETH\u306f1,980\u301c2,050\u30c9\u30eb\u3092\u60f3\u5b9a\u3057\u307e\u3059\u3002Nasdaq\u306f26,900\u301c27,300\u3001\u91d1\u306f4,480\u301c4,550\u30c9\u30eb\u3092\u8a66\u3059\u4f59\u5730\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n\n\n\n

\u30e1\u30a4\u30f3\u30b7\u30ca\u30ea\u30aa<\/h3>\n\n\n\n

PPI\u3092\u5f85\u3061\u306a\u304c\u3089\u7c7310\u5e74\u50b5\u304c4.60\u301c4.80%\u306b\u6b8b\u308b\u5834\u5408\u3067\u3059\u3002BTC\u306f62,800\u301c64,800\u30c9\u30eb\u3001ETH\u306f1,820\u301c1,930\u30c9\u30eb\u306e\u6301\u3061\u5408\u3044\u3092\u60f3\u5b9a\u3057\u307e\u3059\u3002S&P 500\u306f7,650\u301c7,850\u3001\u30c9\u30eb\u5186\u306f158\u301c160\u5186\u3092\u4e2d\u5fc3\u306b\u63a8\u79fb\u3057\u3084\u3059\u3044\u3068\u8003\u3048\u307e\u3059\u3002<\/p>\n\n\n\n

\u5f31\u6c17\u30b7\u30ca\u30ea\u30aa<\/h3>\n\n\n\n

PPI\u3084\u539f\u6cb9\u304c\u518d\u3073\u30a4\u30f3\u30d5\u30ec\u61f8\u5ff5\u3092\u5f37\u3081\u3001\u7c7310\u5e74\u50b5\u304c4.80%\u3092\u8d85\u3048\u3001BTC\u304c62,500\u30c9\u30eb\u3092\u5272\u308b\u5834\u5408\u3067\u3059\u3002BTC\u306f60,500\u301c61,800\u30c9\u30eb\u3001ETH\u306f1,700\u301c1,760\u30c9\u30eb\u3092\u60f3\u5b9a\u3057\u307e\u3059\u3002VIX\u4e0a\u6607\u3092\u4f34\u3048\u3070\u3001S&P 500\u306f7,480\u301c7,620\u307e\u3067\u8abf\u6574\u3059\u308b\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n\n\n\n

Take-home message<\/h2>\n\n\n\n
    \n
  • CPI\u920d\u5316\u306f\u7c73\u682a\u3068\u91d1\u3092\u62bc\u3057\u4e0a\u3052\u307e\u3057\u305f\u304c\u3001BTC\u306b\u306f\u73fe\u7269\u8cc7\u91d1\u306e\u88cf\u4ed8\u3051\u304c\u307e\u3060\u8db3\u308a\u307e\u305b\u3093\u3002<\/li>\n\n\n\n
  • AI\u9700\u8981\u306f\u5927\u578b\u5951\u7d04\u3067\u78ba\u8a8d\u3067\u304d\u308b\u4e00\u65b9\u3001\u58f2\u4e0a\u3092\u5927\u304d\u304f\u4e0a\u56de\u308b\u8a2d\u5099\u6295\u8cc7\u3068\u96fb\u529b\u78ba\u4fdd\u304c\u5229\u76ca\u3078\u306e\u5909\u63db\u3092\u5de6\u53f3\u3057\u307e\u3059\u3002<\/li>\n\n\n\n
  • \u6b21\u306fPPI\u3001\u7c73\u9577\u671f\u91d1\u5229\u3001ETF\u30d5\u30ed\u30fc\u3001\u30b9\u30c6\u30fc\u30d6\u30eb\u30b3\u30a4\u30f3\u4f9b\u7d66\u3092\u4e26\u3079\u3001\u4eca\u65e5\u306e\u53cd\u5fdc\u304c\u4e00\u65e5\u3067\u7d42\u308f\u3089\u306a\u3044\u304b\u3092\u78ba\u8a8d\u3057\u307e\u3059\u3002<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"

    7\u6708\u306e\u7c73\u6d88\u8cbb\u8005\u7269\u4fa1\u6307\u6570\u306f\u3001\u7dcf\u5408\u304c\u524d\u5e74\u6bd43.4%\u3001\u30b3\u30a2\u304c2.5%\u3078\u920d\u5316\u3057\u307e\u3057\u305f\u3002\u5e02\u5834\u306f9\u6708\u306e\u5229\u4e0a\u3052\u56de\u907f\u3092\u7e54\u308a\u8fbc\u307f\u3001\u7c73\u56fd\u682a\u3068\u91d1\u306f\u4e0a\u6607\u3057\u307e\u3057\u305f\u3002\u4e00\u65b9\u3001BTC\u306f6.3\u4e07\u30c9\u30eb\u53f0\u3067\u307b\u307c\u6a2a\u3070\u3044\u3067\u3059\u3002 \u6700\u521d\u306f\u3001BTC\u3060\u3051\u304c\u597d\u6750\u6599\u306b\u53cd\u5fdc\u3067<\/p>\n","protected":false},"author":1,"featured_media":365,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_jin_ogp_image_url":"","_jin_last_featured_id":0,"footnotes":""},"categories":[7],"tags":[160,27,165,30,13,47,102,162,139,49,166],"class_list":["post-364","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-category-5","tag-ai","tag-funding-rate","tag-nebius","tag-30","tag-13","tag-47","tag-etf","tag-cpi","tag-139","tag-49","tag-166"],"_links":{"self":[{"href":"https:\/\/www.nexus-assetbase.com\/index.php?rest_route=\/wp\/v2\/posts\/364","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.nexus-assetbase.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.nexus-assetbase.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.nexus-assetbase.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.nexus-assetbase.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=364"}],"version-history":[{"count":1,"href":"https:\/\/www.nexus-assetbase.com\/index.php?rest_route=\/wp\/v2\/posts\/364\/revisions"}],"predecessor-version":[{"id":366,"href":"https:\/\/www.nexus-assetbase.com\/index.php?rest_route=\/wp\/v2\/posts\/364\/revisions\/366"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.nexus-assetbase.com\/index.php?rest_route=\/wp\/v2\/media\/365"}],"wp:attachment":[{"href":"https:\/\/www.nexus-assetbase.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=364"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.nexus-assetbase.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=364"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.nexus-assetbase.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=364"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}