{"id":377,"date":"2026-08-18T08:36:26","date_gmt":"2026-08-17T23:36:26","guid":{"rendered":"https:\/\/www.nexus-assetbase.com\/?p=377"},"modified":"2026-08-18T08:36:30","modified_gmt":"2026-08-17T23:36:30","slug":"btc6-3%e4%b8%87%e3%83%89%e3%83%ab%e3%81%ae%e5%8f%8d%e7%99%ba%e3%81%af%e3%81%a9%e3%81%93%e3%81%be%e3%81%a7%e4%bf%a1%e9%a0%bc%e3%81%a7%e3%81%8d%e3%82%8b%e3%81%8b%e2%80%95%e2%80%95etf%e6%b5%81%e5%87%ba","status":"publish","type":"post","link":"https:\/\/www.nexus-assetbase.com\/?p=377","title":{"rendered":"BTC6.3\u4e07\u30c9\u30eb\u306e\u53cd\u767a\u306f\u3069\u3053\u307e\u3067\u4fe1\u983c\u3067\u304d\u308b\u304b\u2015\u2015ETF\u6d41\u51fa\u3001MSCI\u5354\u8b70\u3001AI\u6295\u8cc7\u306e\u5909\u5316\u3092\u8aad\u3080"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">8\u670810\u65e5\u301c16\u65e5\u306eBTC\u306f\u3001\u9031\u521d\u306e6.5\u4e07\u30c9\u30eb\u524d\u5f8c\u304b\u30896.3\u4e07\u30c9\u30eb\u4ed8\u8fd1\u3078\u4e0b\u843d\u3057\u307e\u3057\u305f\u3002\u9031\u672b\u306b\u306f\u5c0f\u5e45\u306b\u53cd\u767a\u3057\u307e\u3057\u305f\u304c\u3001\u305d\u306e\u4e2d\u8eab\u3092\u78ba\u8a8d\u3059\u308b\u3068\u3001\u904e\u5ea6\u306a\u30ec\u30d0\u30ec\u30c3\u30b8\u3060\u3051\u3067\u4f5c\u3089\u308c\u305f\u4e0a\u6607\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u4e00\u65b9\u3001\u7c73\u56fdETF\u3068Coinbase Premium\u306f\u5f31\u304f\u3001\u5e45\u5e83\u3044\u73fe\u7269\u9700\u8981\u304c\u623b\u3063\u305f\u3068\u5224\u65ad\u3059\u308b\u306b\u306f\u6750\u6599\u304c\u8db3\u308a\u307e\u305b\u3093\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30cb\u30e5\u30fc\u30b9\u9762\u3067\u306f\u3001MSCI\u306b\u3088\u308bBTC\u4fdd\u6709\u4f01\u696d\u306e\u6307\u6570\u9069\u683c\u6027\u5354\u8b70\u3001\u30a2\u30d6\u30c0\u30d3\u653f\u5e9c\u7cfb\u30d5\u30a1\u30f3\u30c9\u306eIBIT\u7d99\u7d9a\u4fdd\u6709\u3001\u30b9\u30c6\u30fc\u30d6\u30eb\u30b3\u30a4\u30f3\u306e\u5236\u5ea6\u6574\u5099\u3001AI\u6295\u8cc7\u306e\u8cc7\u91d1\u8ca0\u62c5\u304c\u7126\u70b9\u306b\u306a\u308a\u307e\u3057\u305f\u3002\u4eca\u9031\u306e\u6750\u6599\u3092\u3001\u6700\u7d42\u7684\u306bBTC\u4fa1\u683c\u3078\u5c4a\u304f\u7d4c\u8def\u307e\u3067\u3064\u306a\u3052\u3066\u6574\u7406\u3057\u307e\u3059\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u203bETF\u30d5\u30ed\u30fc\u306f\u7c73\u56fd\u5e02\u5834\u306e8\u670814\u65e5\u7d42\u4e86\u5206\u307e\u3067\u3067\u3059\u3002<\/p>\n\n\n\n<figure class=\"wp-block-table is-style-stripes\"><table class=\"has-fixed-layout\"><thead><tr><th>\u6307\u6a19<\/th><th>\u9031\u672b\u6642\u70b9\u30fb\u9031\u9593\u5b9f\u7e3e<\/th><th>\u7c21\u6f54\u306a\u898b\u65b9<\/th><\/tr><\/thead><tbody><tr><td>BTC\u4fa1\u683c<\/td><td>\u7d0463,050\u30c9\u30eb\u30017\u65e5\u3067\u7d043.0%\u5b89<\/td><td>6.5\u4e07\u30c9\u30eb\u3092\u7dad\u6301\u3067\u304d\u305a\u30016.2\u4e07\u301c6.5\u4e07\u30c9\u30eb\u306e\u653b\u9632<\/td><\/tr><tr><td>ETH\u4fa1\u683c<\/td><td>\u7d041,883\u30c9\u30eb\u30017\u65e5\u3067\u7d041.9%\u5b89<\/td><td>1,900\u30c9\u30eb\u56de\u5fa9\u306f\u5b9a\u7740\u305b\u305a<\/td><\/tr><tr><td>Crypto Fear &amp; Greed<\/td><td>34\u30fbFear\uff08\u524d\u903131\uff09<\/td><td>\u4fa1\u683c\u306f\u4e0b\u843d\u3057\u305f\u4e00\u65b9\u3001\u5fc3\u7406\u306f\u308f\u305a\u304b\u306b\u6539\u5584<\/td><\/tr><tr><td>BTC\u73fe\u7269ETF<\/td><td>\u9031\u95933\u51048,520\u4e07\u30c9\u30eb\u6d41\u51fa<\/td><td>\u524d\u9031\u306e\u5927\u5e45\u6d41\u5165\u304b\u3089\u53cd\u8ee2<\/td><\/tr><tr><td>ETH\u73fe\u7269ETF<\/td><td>\u9031\u9593300\u4e07\u30c9\u30eb\u6d41\u51fa<\/td><td>\u307b\u307c\u4e2d\u7acb\u3067\u3059\u304c\u3001\u524d\u9031\u306e\u6d41\u5165\u306f\u7d99\u7d9a\u305b\u305a<\/td><\/tr><tr><td>Funding Rate<\/td><td>BTC +0.0065%\u3001ETH +0.0044%<\/td><td>\u30ed\u30f3\u30b0\u512a\u52e2\u3067\u3082\u904e\u71b1\u57df\u3067\u306f\u306a\u3044<\/td><\/tr><tr><td>Open Interest<\/td><td>BTC 480.7\u5104\u30c9\u30eb\u3001ETH 254.4\u5104\u30c9\u30eb<\/td><td>\u898f\u6a21\u306f\u5927\u304d\u3044\u304c\u3001\u9031\u672b\u306e\u53cd\u767a\u6642\u306b\u306f\u6e1b\u5c11<\/td><\/tr><tr><td>24\u6642\u9593\u6e05\u7b97<\/td><td>BTC\u30fbETH\u5408\u8a08\u7d041,742\u4e07\u30c9\u30eb<\/td><td>\u5927\u898f\u6a21\u306a\u30b7\u30e7\u30fc\u30c8\u30b9\u30af\u30a4\u30fc\u30ba\u3067\u306f\u306a\u3044<\/td><\/tr><tr><td>Binance\u73fe\u7269CVD<\/td><td>BTC\u7d04+5,727\u4e07\u30c9\u30eb\u3001ETH\u7d04+336\u4e07\u30c9\u30eb<\/td><td>\u9031\u672b\u306f\u73fe\u7269\u8cb7\u3044\u512a\u52e2\u3002\u305f\u3060\u305724\u6642\u9593\u30fb\u5358\u4e00\u53d6\u5f15\u6240\u306e\u5024<\/td><\/tr><tr><td>\u30b9\u30c6\u30fc\u30d6\u30eb\u30b3\u30a4\u30f3\u4f9b\u7d66<\/td><td>3,007.3\u5104\u30c9\u30eb\u30017\u65e5+0.02%<\/td><td>\u5f85\u6a5f\u8cc7\u91d1\u306f\u7dad\u6301\u3001\u65b0\u898f\u6d41\u5165\u306f\u307b\u307c\u505c\u6b62<\/td><\/tr><tr><td>Coinbase Premium<\/td><td>\u7d04-0.10%<\/td><td>\u7c73\u56fd\u73fe\u7269\u9700\u8981\u306f\u5f15\u304d\u7d9a\u304d\u5f31\u3044<\/td><\/tr><tr><td>\u53d6\u5f15\u6240BTC\u6b8b\u9ad8<\/td><td>\u7d04271\u4e07\u301c272\u4e07BTC<\/td><td>\u5c0f\u5e45\u6e1b\u5c11\u3057\u3001\u5373\u6642\u58f2\u5374\u53ef\u80fd\u306a\u6b8b\u9ad8\u306f\u5897\u3048\u3066\u3044\u306a\u3044<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">ETF\u306f<a href=\"https:\/\/farside.co.uk\/btc\/\">Farside Investors\u306eBTC\u96c6\u8a08<\/a>\u3068<a href=\"https:\/\/farside.co.uk\/eth\/\">ETH\u96c6\u8a08<\/a>\u3001\u30bb\u30f3\u30c1\u30e1\u30f3\u30c8\u306f<a href=\"https:\/\/alternative.me\/crypto\/fear-and-greed-index\/\">Alternative.me<\/a>\u3001\u30b9\u30c6\u30fc\u30d6\u30eb\u30b3\u30a4\u30f3\u306f<a href=\"https:\/\/defillama.com\/stablecoins\">DefiLlama<\/a>\u3001\u30c7\u30ea\u30d0\u30c6\u30a3\u30d6\u306f<a href=\"https:\/\/www.coinglass.com\/currencies\/BTC\">CoinGlass<\/a>\u3092\u53c2\u7167\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">BTC6.3\u4e07\u30c9\u30eb\u53f0\u306e\u53cd\u767a\u3001\u305d\u306e\u4e2d\u8eab<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">\u30ec\u30d0\u30ec\u30c3\u30b8\u306e\u904e\u71b1\u306f\u3044\u3063\u305f\u3093\u5f8c\u9000<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u9031\u672b\u306e\u53cd\u767a\u6642\u306bOpen Interest\u306f\u6e1b\u5c11\u3057\u3001Funding Rate\u3082BTC\u3067+0.0065%\u306b\u3068\u3069\u307e\u308a\u307e\u3057\u305f\u3002\u4fa1\u683c\u3068\u540c\u6642\u306bOI\u3001Funding\u304c\u6025\u4e0a\u6607\u3059\u308b\u30ed\u30f3\u30b0\u504f\u91cd\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u6e05\u7b97\u984d\u3082BTC\u3068ETH\u306e\u5408\u8a08\u3067\u7d041,742\u4e07\u30c9\u30eb\u3068\u5c0f\u3055\u304f\u3001\u30b7\u30e7\u30fc\u30c8\u306e\u5f37\u5236\u6c7a\u6e08\u3060\u3051\u3067\u62bc\u3057\u4e0a\u3052\u3089\u308c\u305f\u53cd\u767a\u3068\u3082\u8a00\u3044\u306b\u304f\u3044\u72b6\u614b\u3067\u3059\u3002\u3053\u3053\u306f\u4eca\u9031\u306e\u5c0f\u3055\u306a\u6539\u5584\u70b9\u3067\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u73fe\u7269\u8cb7\u3044\u306f\u898b\u3048\u308b\u304c\u3001\u7c73\u56fd\u307e\u3067\u5e83\u304c\u3063\u3066\u3044\u306a\u3044<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Binance\u306e24\u6642\u9593\u73fe\u7269CVD\u306fBTC\u3067\u7d045,727\u4e07\u30c9\u30eb\u306e\u8cb7\u3044\u8d8a\u3057\u3067\u3057\u305f\u3002\u9031\u672b\u306e\u623b\u308a\u306b\u306f\u73fe\u7269\u8cb7\u3044\u3082\u542b\u307e\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u305f\u3060\u3057\u3001BTC\u73fe\u7269ETF\u306f5\u55b6\u696d\u65e5\u5408\u8a08\u30673\u51048,520\u4e07\u30c9\u30eb\u306e\u6d41\u51fa\u3001Coinbase Premium\u3082\u7d04-0.10%\u3067\u3059\u3002\u300c\u6d77\u5916\u53d6\u5f15\u6240\u3067\u306f\u8cb7\u3044\u304c\u5165\u3063\u305f\u3082\u306e\u306e\u3001\u7c73\u56fd\u306e\u5927\u53e3\u8cc7\u91d1\u306f\u307e\u3060\u8ffd\u968f\u3057\u3066\u3044\u306a\u3044\u53cd\u767a\u300d\u3068\u6349\u3048\u308b\u306e\u304c\u81ea\u7136\u3067\u3059\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30b9\u30c6\u30fc\u30d6\u30eb\u30b3\u30a4\u30f3\u4f9b\u7d66\u30827\u65e5\u3067+0.02%\u306b\u3068\u3069\u307e\u308a\u307e\u3057\u305f\u3002\u5e02\u5834\u5185\u306e\u5f85\u6a5f\u8cc7\u91d1\u306f\u6b8b\u3063\u3066\u3044\u307e\u3059\u304c\u3001\u76f8\u5834\u5168\u4f53\u3092\u62bc\u3057\u4e0a\u3052\u308b\u65b0\u3057\u3044\u30c9\u30eb\u8cc7\u91d1\u306f\u5897\u3048\u3066\u3044\u307e\u305b\u3093\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">MSCI\u5354\u8b70\u304c\u554f\u3046\u3001BTC\u4fdd\u6709\u4f01\u696d\u306e\u8cc7\u91d1\u8abf\u9054\u529b<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">\u6307\u6570\u9664\u5916\u3068BTC\u58f2\u5374\u306f\u5225\u306e\u8a71<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">MSCI\u306f\u975e\u4e8b\u696d\u4f1a\u793e\u306e\u6307\u6570\u9069\u683c\u6027\u306b\u3064\u3044\u3066\u5354\u8b70\u3092\u59cb\u3081\u3001\u73fe\u6642\u70b9\u306e\u8a66\u7b97\u3067\u306fStrategy\u3001\u30e1\u30bf\u30d7\u30e9\u30cd\u30c3\u30c8\u3001Yellow Cake\u304c\u9664\u5916\u5019\u88dc\u306b\u542b\u307e\u308c\u307e\u3059\u3002\u305f\u3060\u3057\u6c7a\u5b9a\u6e08\u307f\u3067\u306f\u306a\u304f\u3001\u610f\u898b\u52df\u96c6\u306f9\u670830\u65e5\u307e\u3067\u3001\u7d50\u679c\u516c\u8868\u306f10\u670816\u65e5\u3001\u65e9\u3051\u308c\u307011\u6708\u306e\u6307\u6570\u898b\u76f4\u3057\u304b\u3089\u9069\u7528\u3055\u308c\u307e\u3059\u3002<a href=\"https:\/\/www.msci.com\/downloads\/documents\/indexes\/consultations\/equity\/Consultation%20on%20Eligibility%20of%20Non-Operating%20Companies%20for%20the%20%20MSCI%20Global%20Investable%20Market%20Indexes.pdf\">MSCI\u306e\u5354\u8b70\u6587\u66f8<\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u6307\u6570\u9664\u5916\u304c\u76f4\u3061\u306bBTC\u58f2\u5374\u3092\u610f\u5473\u3059\u308b\u308f\u3051\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u6307\u6570\u9023\u52d5\u8cc7\u91d1\u306e\u6d41\u51fa\u306b\u3088\u3063\u3066\u682a\u4fa1\u3084\u7d14\u8cc7\u7523\u30d7\u30ec\u30df\u30a2\u30e0\u304c\u4f4e\u4e0b\u3057\u3001\u5897\u8cc7\u30fb\u793e\u50b5\u767a\u884c\u306e\u6761\u4ef6\u304c\u60aa\u5316\u3059\u308c\u3070\u3001\u5c06\u6765\u306eBTC\u8cfc\u5165\u4f59\u529b\u304c\u5f31\u304f\u306a\u308a\u307e\u3059\u3002\u4eca\u3059\u3050\u306e\u58f2\u308a\u6750\u6599\u3088\u308a\u3001\u4e2d\u671f\u7684\u306a\u8cc7\u91d1\u8abf\u9054\u30ea\u30b9\u30af\u3068\u3057\u3066\u898b\u308b\u30cb\u30e5\u30fc\u30b9\u3067\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">ETF\u306e\u77ed\u671f\u30d5\u30ed\u30fc\u3068\u653f\u5e9c\u7cfb\u30d5\u30a1\u30f3\u30c9\u306e\u9577\u671f\u4fdd\u6709<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e00\u65b9\u3001Mubadala\u3068Abu Dhabi Investment Council\u306f\u30016\u6708\u672b\u6642\u70b9\u3067IBIT\u3092\u5408\u8a082,294\u4e07\u682a\u4fdd\u6709\u3057\u3001\u524d\u56db\u534a\u671f\u304b\u3089\u682a\u6570\u3092\u5909\u3048\u3066\u3044\u307e\u305b\u3093\u3002<a href=\"https:\/\/jp.beincrypto.com\/bitcoin-abu-dhabi-etf-holdings-q2\/\">\u30a2\u30d6\u30c0\u30d3\u653f\u5e9c\u7cfb\u30d5\u30a1\u30f3\u30c9\u306e\u4fdd\u6709\u72b6\u6cc1<\/a>\u306f\u3001\u8a55\u4fa1\u984d\u304c\u4e0b\u304c\u3063\u3066\u3082\u9577\u671f\u8cc7\u91d1\u304c\u6b8b\u3063\u305f\u3053\u3068\u3092\u793a\u3057\u307e\u3059\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4eca\u9031\u306eETF\u6d41\u51fa\u306f\u300c\u65b0\u3057\u304f\u51fa\u5165\u308a\u3059\u308b\u8cc7\u91d1\u300d\u3001\u653f\u5e9c\u7cfb\u30d5\u30a1\u30f3\u30c9\u306e\u7d99\u7d9a\u4fdd\u6709\u306f\u300c\u65e2\u5b58\u306e\u9577\u671f\u8cc7\u91d1\u300d\u3067\u3059\u3002\u5f8c\u8005\u306f\u4e0b\u5024\u306e\u4fe1\u983c\u6750\u6599\u3067\u3059\u304c\u3001\u8db3\u5143\u306e\u8cb7\u3044\u4e0d\u8db3\u3092\u3059\u3050\u57cb\u3081\u308b\u6750\u6599\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\u597d\u6750\u6599\u304c\u51fa\u3066\u3082BTC\u304c\u4e0a\u304c\u3089\u306a\u304b\u3063\u305f\u7406\u7531<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">\u77ed\u671f\u306e\u8cc7\u91d1\u4f9b\u7d66\u3088\u308a\u3001\u7c73\u9577\u671f\u91d1\u5229\u304c\u91cd\u3044<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u7c73\u56fd\u306e7\u6708PPI\u306f\u524d\u6708\u6bd40.0%\u3068\u3001\u5e02\u5834\u4e88\u60f3\u306e+0.2%\u3092\u4e0b\u56de\u308a\u307e\u3057\u305f\u3002<a href=\"https:\/\/www.reuters.com\/business\/us-producer-prices-unchanged-july-2026-08-13\/\">PPI\u306e\u8a73\u7d30<\/a>\u306f\u91d1\u5229\u4e0a\u6607\u61f8\u5ff5\u3092\u548c\u3089\u3052\u308b\u5185\u5bb9\u3067\u3057\u305f\u304c\u3001BTC\u306f6.4\u4e07\u30c9\u30eb\u3092\u56de\u5fa9\u3067\u304d\u307e\u305b\u3093\u3067\u3057\u305f\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u540c\u6642\u671f\u306e\u7c7330\u5e74\u50b5\u5165\u672d\u3067\u306f\u3001\u6700\u9ad8\u843d\u672d\u5229\u56de\u308a\u304c5.216%\u3001\u5fdc\u672d\u500d\u7387\u304c2.39\u500d\u3067\u3057\u305f\u3002<a href=\"https:\/\/www.treasurydirect.gov\/instit\/annceresult\/press\/preanre\/2026\/R_20260813_3.pdf\">\u7c73\u8ca1\u52d9\u7701\u306e\u5165\u672d\u7d50\u679c<\/a>\u304c\u793a\u3059\u3088\u3046\u306b\u3001\u30c9\u30eb\u30675%\u4ee5\u4e0a\u3092\u5f97\u3089\u308c\u308b\u74b0\u5883\u306f\u3001\u5229\u606f\u3092\u751f\u307e\u306a\u3044BTC\u306b\u3068\u3063\u3066\u77ed\u671f\u7684\u306a\u7af6\u4e89\u76f8\u624b\u306b\u306a\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e2d\u56fd\u4eba\u6c11\u9280\u884c\u3082\u7d043,480\u5104\u5143\u3092\u7d14\u4f9b\u7d66\u3057\u307e\u3057\u305f\u304c\u3001\u4e2d\u5fc3\u306f\u7fcc\u65e5\u7269\u3067\u3059\u3002\u9280\u884c\u306e\u77ed\u671f\u7684\u306a\u8cc7\u91d1\u7e70\u308a\u8abf\u6574\u3068\u3001\u4e16\u754c\u306e\u30ea\u30b9\u30af\u8cc7\u7523\u3078\u5411\u304b\u3046\u6301\u7d9a\u7684\u306a\u7de9\u548c\u306f\u5206\u3051\u3066\u8003\u3048\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u5236\u5ea6\u6574\u5099\u3068\u3001\u30c8\u30fc\u30af\u30f3\u306e\u8cb7\u3044\u9700\u8981\u3092\u5206\u3051\u308b<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Tether\u306fKPMG US\u306b\u3088\u308b\u521d\u306e\u5b8c\u5168\u306a\u8ca1\u52d9\u8af8\u8868\u76e3\u67fb\u3092\u53d7\u3051\u305f\u3068\u767a\u8868\u3057\u307e\u3057\u305f\u3002\u305f\u3060\u3057\u3001\u76e3\u67fb\u6e08\u307f\u8cc7\u6599\u81ea\u4f53\u306f\u307e\u3060\u516c\u8868\u3055\u308c\u3066\u3044\u307e\u305b\u3093\u3002<a href=\"https:\/\/www.reuters.com\/world\/americas\/stablecoin-issuer-tether-says-kpmg-us-has-audited-its-2025-statements-2026-08-14\/\">Reuters\u306e\u5831\u9053<\/a>\u304b\u3089\u306f\u3001\u900f\u660e\u6027\u5411\u4e0a\u3078\u306e\u524d\u9032\u3068\u3001\u691c\u8a3c\u6750\u6599\u304c\u9650\u3089\u308c\u308b\u73fe\u72b6\u306e\u4e21\u65b9\u304c\u8aad\u307f\u53d6\u308c\u307e\u3059\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">USD1\u3092\u6271\u3046World Liberty Financial\u7cfb\u4e8b\u696d\u4f53\u3082\u3001OCC\u304b\u3089\u5168\u56fd\u4fe1\u8a17\u9280\u884c\u8a2d\u7acb\u306e\u4e88\u5099\u7684\u30fb\u6761\u4ef6\u4ed8\u304d\u627f\u8a8d\u3092\u5f97\u307e\u3057\u305f\u3002\u3053\u308c\u306f\u4e00\u822c\u9810\u91d1\u3084\u878d\u8cc7\u3092\u6271\u3046\u5546\u696d\u9280\u884c\u306e\u6700\u7d42\u514d\u8a31\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002<a href=\"https:\/\/occ.gov\/topics\/charters-and-licensing\/interpretations-and-decisions\/2026\/cd1385.pdf\">OCC\u306e\u627f\u8a8d\u6587\u66f8<\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5236\u5ea6\u3084\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u304c\u6210\u9577\u3057\u3066\u3082\u3001\u7279\u5b9a\u30c8\u30fc\u30af\u30f3\u306e\u8cb7\u3044\u9700\u8981\u3078\u76f4\u7d50\u3059\u308b\u3068\u306f\u9650\u308a\u307e\u305b\u3093\u3002XRPL\u4e0a\u306eRWA\u306f\u7d0440.6\u5104\u30c9\u30eb\u307e\u3067\u62e1\u5927\u3057\u307e\u3057\u305f\u304c\u3001Ripple\u306e\u6a5f\u95a2\u53d6\u5f15\u3067\u306fXRP\u3067\u306f\u306a\u304fRLUSD\u304c\u4f7f\u308f\u308c\u3066\u3044\u307e\u3059\u3002<a href=\"https:\/\/jp.beincrypto.com\/xrp-price-below-1-despite-record-adoption\/\">XRP\u306e\u63a1\u7528\u3068\u4fa1\u683c\u306e\u4e56\u96e2<\/a>\u306f\u3001\u305d\u306e\u9055\u3044\u304c\u4fa1\u683c\u3078\u8868\u308c\u305f\u4f8b\u3067\u3059\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">AI\u6295\u8cc7\u306f\u62e1\u5927\u304b\u3089\u8cc7\u672c\u52b9\u7387\u306e\u6bd4\u8f03\u3078<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">\u9700\u8981\u306f\u5f37\u3044\u304c\u3001\u8cc7\u91d1\u8ca0\u62c5\u3082\u5927\u304d\u3044<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">CoreWeave\u306f\u56db\u534a\u671f\u58f2\u4e0a\u9ad825.8\u5104\u30c9\u30eb\u3001\u53d7\u6ce8\u6b8b\u9ad8\u7d041,040\u5104\u30c9\u30eb\u3092\u5831\u544a\u3057\u305f\u4e00\u65b9\u3001\u56db\u534a\u671f\u8a2d\u5099\u6295\u8cc7\u306f94\u5104\u30c9\u30eb\u306b\u9054\u3057\u307e\u3057\u305f\u3002<a href=\"https:\/\/www.marketwatch.com\/story\/coreweaves-stock-soars-as-earnings-show-major-ai-momentum-d3a5bede\">CoreWeave\u306e\u6c7a\u7b97<\/a>\u306f\u3001AI\u9700\u8981\u3068\u8cc7\u672c\u8ca0\u62c5\u304c\u540c\u6642\u306b\u81a8\u3089\u3093\u3067\u3044\u308b\u3053\u3068\u3092\u793a\u3057\u307e\u3059\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3055\u3089\u306bNvidia\u306f\u3001OpenAI\u306e\u30aa\u30cf\u30a4\u30aa\u5dde\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u5411\u3051\u4fdd\u8a3c\u8a08\u753b\u3092\u6700\u59272,500\u5104\u30c9\u30eb\u304b\u3089\u3001\u521d\u671f\u6bb5\u968e\u3067\u306f1,200\u5104\u30c9\u30eb\u672a\u6e80\u3078\u7e2e\u5c0f\u3057\u305f\u3068\u5831\u3058\u3089\u308c\u307e\u3057\u305f\u3002<a href=\"https:\/\/www.reuters.com\/business\/nvidia-scales-back-250-billion-openai-data-center-guarantee-wsj-reports-2026-08-14\/\">Reuters\u306e\u5831\u9053<\/a>\u306f\u3001\u9700\u8981\u306e\u5d29\u58ca\u3088\u308a\u3001\u5de8\u984d\u6295\u8cc7\u306e\u4fe1\u7528\u30ea\u30b9\u30af\u3092\u8ab0\u304c\u8ca0\u3046\u304b\u304c\u7cbe\u67fb\u3055\u308c\u59cb\u3081\u305f\u6750\u6599\u3067\u3059\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4eca\u9031\u306fSanDisk\u3084Micron\u304c\u8cb7\u308f\u308c\u308b\u4e00\u65b9\u3001\u8a2d\u5099\u6295\u8cc7\u8ca0\u62c5\u3084\u53ce\u76ca\u6027\u304c\u610f\u8b58\u3055\u308c\u308b\u4f01\u696d\u306f\u58f2\u3089\u308c\u307e\u3057\u305f\u3002AI\u682a\u304c\u4e0b\u304c\u308c\u3070\u81ea\u52d5\u7684\u306b\u6697\u53f7\u8cc7\u7523\u3078\u8cc7\u91d1\u304c\u623b\u308b\u308f\u3051\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u5b9f\u969b\u306e\u79fb\u52d5\u306f\u3001BTC\u306eETF\u30d5\u30ed\u30fc\u3068\u73fe\u7269CVD\u3067\u78ba\u8a8d\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-style-plain is-layout-flow wp-block-quote-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u5148\u9031\u307e\u3067\u3068\u306e\u5dee\u5206<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-table is-style-stripes\"><table class=\"has-fixed-layout\"><thead><tr><th>\u9805\u76ee<\/th><th>\u5148\u9031\u307e\u3067<\/th><th>\u4eca\u9031<\/th><th>\u5909\u5316\u306e\u610f\u5473<\/th><\/tr><\/thead><tbody><tr><td>BTC\u73fe\u7269ETF<\/td><td>\u7d048\u51046,530\u4e07\u30c9\u30eb\u6d41\u5165<\/td><td>3\u51048,520\u4e07\u30c9\u30eb\u6d41\u51fa<\/td><td>\u7c73\u56fd\u6a5f\u95a2\u9700\u8981\u304c\u53cd\u8ee2<\/td><\/tr><tr><td>ETH\u73fe\u7269ETF<\/td><td>\u7d042\u51044,370\u4e07\u30c9\u30eb\u6d41\u5165<\/td><td>300\u4e07\u30c9\u30eb\u6d41\u51fa<\/td><td>ETH\u3078\u306e\u5f37\u3044\u8cc7\u91d1\u6d41\u5165\u304c\u505c\u6b62<\/td><\/tr><tr><td>BTC\u4fa1\u683c<\/td><td>\u7d046.5\u4e07\u30c9\u30eb<\/td><td>\u7d046.3\u4e07\u30c9\u30eb<\/td><td>\u4e0b\u843d\u306f\u9650\u5b9a\u7684\u3067\u3082\u4e0a\u5024\u8cc7\u91d1\u304c\u4e0d\u8db3<\/td><\/tr><tr><td>\u30bb\u30f3\u30c1\u30e1\u30f3\u30c8<\/td><td>Fear 31<\/td><td>Fear 34<\/td><td>\u4fa1\u683c\u307b\u3069\u5fc3\u7406\u306f\u60aa\u5316\u305b\u305a<\/td><\/tr><tr><td>\u30b9\u30c6\u30fc\u30d6\u30eb\u30b3\u30a4\u30f3<\/td><td>\u5927\u5e45\u5897\u52a0\u306a\u3057<\/td><td>7\u65e5+0.02%<\/td><td>\u5f85\u6a5f\u8cc7\u91d1\u306f\u7dad\u6301\u3001\u65b0\u898f\u6d41\u52d5\u6027\u306f\u505c\u6ede<\/td><\/tr><tr><td>AI<\/td><td>\u8a2d\u5099\u30fb\u96fb\u529b\u9700\u8981\u306e\u62e1\u5927<\/td><td>\u4fdd\u8a3c\u30fb\u8cc7\u672c\u52b9\u7387\u3082\u7cbe\u67fb<\/td><td>\u6210\u9577\u671f\u5f85\u304b\u3089\u4f01\u696d\u6bd4\u8f03\u3078<\/td><\/tr><tr><td>BTC\u4fdd\u6709\u4f01\u696d<\/td><td>\u8cfc\u5165\u91cf\u30fb\u4fdd\u6709\u91cf\u304c\u4e2d\u5fc3<\/td><td>MSCI\u9069\u683c\u6027\u304c\u7126\u70b9<\/td><td>\u8cfc\u5165\u7d4c\u8def\u306e\u6301\u7d9a\u6027\u304c\u91cd\u8981\u306b<\/td><\/tr><\/tbody><\/table><\/figure>\n<\/blockquote>\n\n\n\n<h2 class=\"wp-block-heading\">\u6765\u9031\u4ee5\u964d\u306eBTC\u4fa1\u683c\u30b7\u30ca\u30ea\u30aa<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u73fe\u6642\u70b9\u3067\u306f\u30016.0\u4e07\u301c6.68\u4e07\u30c9\u30eb\u306e\u6301\u3061\u5408\u3044\u3092\u30e1\u30a4\u30f3\u30b7\u30ca\u30ea\u30aa\u3068\u3057\u307e\u3059\u3002\u9031\u672b\u306e\u53cd\u767a\u306b\u306f\u73fe\u7269\u8cb7\u3044\u304c\u542b\u307e\u308c\u3066\u3044\u307e\u3059\u304c\u3001ETF\u3068Coinbase Premium\u306e\u78ba\u8a8d\u304c\u53d6\u308c\u3066\u3044\u306a\u3044\u305f\u3081\u3067\u3059\u3002<\/p>\n\n\n\n<figure class=\"wp-block-table is-style-stripes\"><table class=\"has-fixed-layout\"><thead><tr><th>\u30b7\u30ca\u30ea\u30aa<\/th><th>\u6761\u4ef6<\/th><th>\u60f3\u5b9a\u30ec\u30f3\u30b8<\/th><\/tr><\/thead><tbody><tr><td>\u5f37\u6c17<\/td><td>6.5\u4e07\u301c6.68\u4e07\u30c9\u30eb\u3092\u51fa\u6765\u9ad8\u4ed8\u304d\u3067\u7a81\u7834\u3002ETF\u304c\u8907\u6570\u65e5\u6d41\u5165\u3057\u3001Coinbase Premium\u3082\u30d7\u30e9\u30b9\u3078\u8ee2\u63db\u3002Funding\u306f\u904e\u71b1\u305b\u305a\u73fe\u7269CVD\u304c\u4e0a\u6607<\/td><td>6.7\u4e07\u301c7.2\u4e07\u30c9\u30eb\u30027\u4e07\u30c9\u30eb\u5b9a\u7740\u306a\u30897.5\u4e07\u30c9\u30eb\u3082\u5019\u88dc<\/td><\/tr><tr><td>\u30e1\u30a4\u30f3<\/td><td>ETF\u6d41\u51fa\u306f\u7e2e\u5c0f\u3057\u3066\u3082\u9023\u7d9a\u6d41\u5165\u306b\u306f\u81f3\u3089\u305a\u3001\u30b9\u30c6\u30fc\u30d6\u30eb\u30b3\u30a4\u30f3\u4f9b\u7d66\u3082\u6a2a\u3070\u3044\u30026.0\u4e07\u301c6.2\u4e07\u30c9\u30eb\u3067\u8cb7\u3044\u30016.5\u4e07\u30c9\u30eb\u3067\u306f\u58f2\u308a\u304c\u51fa\u308b<\/td><td>6.0\u4e07\u301c6.68\u4e07\u30c9\u30eb<\/td><\/tr><tr><td>\u5f31\u6c17<\/td><td>6\u4e07\u30c9\u30eb\u3092\u51fa\u6765\u9ad8\u4ed8\u304d\u3067\u5272\u308a\u3001ETF\u6d41\u51fa\u3068\u30de\u30a4\u30ca\u30b9Premium\u304c\u7d99\u7d9a\u3002\u4e0b\u843d\u4e2d\u306bOI\u3084\u30ed\u30f3\u30b0\u6e05\u7b97\u304c\u5897\u52a0<\/td><td>5.75\u4e07\u301c6\u4e07\u30c9\u30eb\u30025.75\u4e07\u30c9\u30eb\u5272\u308c\u306a\u30895.2\u4e07\u301c5.5\u4e07\u30c9\u30eb\u3092\u518d\u8a55\u4fa1<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u5f37\u6c17\u3078\u5224\u65ad\u3092\u5909\u3048\u308b\u6700\u77ed\u306e\u6750\u6599\u306f\u3001ETF\u306e2\u301c3\u55b6\u696d\u65e5\u9023\u7d9a\u6d41\u5165\u3001Coinbase Premium\u306e\u30d7\u30e9\u30b9\u8ee2\u63db\u30016.5\u4e07\u30c9\u30eb\u4e0a\u3067\u306e\u4fa1\u683c\u5b9a\u7740\u3067\u3059\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5f31\u6c17\u5074\u3067\u306f\u30016\u4e07\u30c9\u30eb\u5272\u308c\u306b\u52a0\u3048\u3066\u53d6\u5f15\u6240\u6b8b\u9ad8\u3068OI\u304c\u5897\u3048\u308b\u304b\u3092\u78ba\u8a8d\u3057\u307e\u3059\u3002\u58f2\u5374\u53ef\u80fd\u306aBTC\u3068\u4e0b\u843d\u65b9\u5411\u306e\u30ec\u30d0\u30ec\u30c3\u30b8\u304c\u540c\u6642\u306b\u5897\u3048\u308c\u3070\u3001\u4e0b\u3052\u306e\u8cea\u304c\u5909\u308f\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Take-home message<\/h2>\n\n\n\n<ol class=\"wp-block-list\">\n<li>\u9031\u672b\u306e\u53cd\u767a\u306f\u30ec\u30d0\u30ec\u30c3\u30b8\u306e\u904e\u71b1\u3084\u5927\u898f\u6a21\u306a\u30b7\u30e7\u30fc\u30c8\u6e05\u7b97\u3060\u3051\u3067\u4f5c\u3089\u308c\u305f\u3082\u306e\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u304c\u3001ETF\u6d41\u51fa\u3068Coinbase Premium\u306e\u30de\u30a4\u30ca\u30b9\u304c\u7d9a\u304d\u3001\u7c73\u56fd\u306e\u73fe\u7269\u9700\u8981\u306f\u623b\u3063\u3066\u3044\u307e\u305b\u3093\u3002<\/li>\n\n\n\n<li>MSCI\u3001\u30b9\u30c6\u30fc\u30d6\u30eb\u30b3\u30a4\u30f3\u3001AI\u6295\u8cc7\u306b\u5171\u901a\u3059\u308b\u306e\u306f\u3001\u767a\u8868\u984d\u3084\u63a1\u7528\u4ef6\u6570\u3088\u308a\u3001\u8cc7\u91d1\u304cBTC\u3084\u30c8\u30fc\u30af\u30f3\u306e\u8cb7\u3044\u3078\u5c4a\u304f\u7d4c\u8def\u3092\u78ba\u8a8d\u3059\u308b\u5fc5\u8981\u304c\u3042\u308b\u3053\u3068\u3067\u3059\u3002<\/li>\n\n\n\n<li>\u6765\u9031\u306f6.5\u4e07\u30c9\u30eb\u56de\u5fa9\u3060\u3051\u3067\u306a\u304f\u3001ETF\u306e\u9023\u7d9a\u6d41\u5165\u3068Coinbase Premium\u306e\u30d7\u30e9\u30b9\u8ee2\u63db\u3092\u4f34\u3046\u304b\u3001\u53cd\u5bfe\u306b6\u4e07\u30c9\u30eb\u5272\u308c\u3067OI\u3068\u58f2\u5374\u53ef\u80fd\u6b8b\u9ad8\u304c\u5897\u3048\u308b\u304b\u3092\u78ba\u8a8d\u3057\u307e\u3059\u3002<\/li>\n<\/ol>\n","protected":false},"excerpt":{"rendered":"<p>8\u670810\u65e5\u301c16\u65e5\u306eBTC\u306f\u3001\u9031\u521d\u306e6.5\u4e07\u30c9\u30eb\u524d\u5f8c\u304b\u30896.3\u4e07\u30c9\u30eb\u4ed8\u8fd1\u3078\u4e0b\u843d\u3057\u307e\u3057\u305f\u3002\u9031\u672b\u306b\u306f\u5c0f\u5e45\u306b\u53cd\u767a\u3057\u307e\u3057\u305f\u304c\u3001\u305d\u306e\u4e2d\u8eab\u3092\u78ba\u8a8d\u3059\u308b\u3068\u3001\u904e\u5ea6\u306a\u30ec\u30d0\u30ec\u30c3\u30b8\u3060\u3051\u3067\u4f5c\u3089\u308c\u305f\u4e0a\u6607\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u4e00\u65b9\u3001\u7c73\u56fdETF\u3068Coinba<\/p>\n","protected":false},"author":1,"featured_media":378,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_jin_ogp_image_url":"","_jin_last_featured_id":0,"footnotes":""},"categories":[6],"tags":[43,130,14,98,29,27,180,28,36,24,30,13,47,25,34,171,51],"class_list":["post-377","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-category-4","tag-ai","tag-bitcoin-etf","tag-btc","tag-coinbase-premium","tag-etf","tag-funding-rate","tag-msci","tag-open-interest","tag-strategy","tag-24","tag-30","tag-13","tag-47","tag-25","tag-cvd","tag-171","tag-51"],"_links":{"self":[{"href":"https:\/\/www.nexus-assetbase.com\/index.php?rest_route=\/wp\/v2\/posts\/377","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=377"}],"version-history":[{"count":1,"href":"https:\/\/www.nexus-assetbase.com\/index.php?rest_route=\/wp\/v2\/posts\/377\/revisions"}],"predecessor-version":[{"id":379,"href":"https:\/\/www.nexus-assetbase.com\/index.php?rest_route=\/wp\/v2\/posts\/377\/revisions\/379"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.nexus-assetbase.com\/index.php?rest_route=\/wp\/v2\/media\/378"}],"wp:attachment":[{"href":"https:\/\/www.nexus-assetbase.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=377"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.nexus-assetbase.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=377"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.nexus-assetbase.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=377"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}