{"id":383,"date":"2026-08-21T23:17:27","date_gmt":"2026-08-21T14:17:27","guid":{"rendered":"https:\/\/www.nexus-assetbase.com\/?p=383"},"modified":"2026-08-21T23:17:31","modified_gmt":"2026-08-21T14:17:31","slug":"etf%e8%b3%87%e9%87%91%e3%81%8c%e6%9a%97%e5%8f%b7%e8%b3%87%e7%94%a3%e3%82%92%e6%8a%bc%e3%81%97%e4%b8%8a%e3%81%92%e3%82%8b%e4%b8%80%e6%96%b9%e3%80%81%e9%87%91%e5%88%a9%e3%81%a8%e7%b1%b3%e6%b6%88","status":"publish","type":"post","link":"https:\/\/www.nexus-assetbase.com\/?p=383","title":{"rendered":"ETF\u8cc7\u91d1\u304c\u6697\u53f7\u8cc7\u7523\u3092\u62bc\u3057\u4e0a\u3052\u308b\u4e00\u65b9\u3001\u91d1\u5229\u3068\u7c73\u6d88\u8cbb\u304c\u6b8b\u3059\u8b66\u6212\u7dda"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">\u76f4\u8fd124\u6642\u9593\u3067\u6700\u3082\u5927\u304d\u304f\u5909\u5316\u3057\u305f\u306e\u306f\u3001\u6697\u53f7\u8cc7\u7523\u5e02\u5834\u3067\u3059\u3002\u7c73\u56fd\u306e\u73fe\u7269ETF\u3078\u5408\u8a087\u5104\u30c9\u30eb\u3092\u8d85\u3048\u308b\u8cc7\u91d1\u304c\u6d41\u5165\u3057\u3001BTC\u3068ETH\u306f\u305d\u308d\u3063\u3066\u5927\u5e45\u306b\u4e0a\u6607\u3057\u307e\u3057\u305f\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u305f\u3060\u3057\u3001\u7c73FOMC\u8b70\u4e8b\u8981\u65e8\u306f\u8ffd\u52a0\u5f15\u304d\u7de0\u3081\u306e\u53ef\u80fd\u6027\u3092\u6b8b\u3057\u3001\u9577\u671f\u91d1\u5229\u3082\u9ad8\u6b62\u307e\u308a\u3057\u3066\u3044\u307e\u3059\u3002\u682a\u5f0f\u5e02\u5834\u3067\u306fWalmart\u306e\u6c7a\u7b97\u304c\u7c73\u6d88\u8cbb\u3078\u306e\u8b66\u6212\u3092\u547c\u3073\u3001AI\u5206\u91ce\u3067\u306fGoogle\u3068Marvell\u306e\u9577\u671f\u5951\u7d04\u304c\u30ab\u30b9\u30bf\u30e0\u534a\u5c0e\u4f53\u306e\u4f9b\u7d66\u7db2\u518d\u7de8\u3092\u793a\u3057\u307e\u3057\u305f\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4eca\u65e5\u306e\u76f8\u5834\u306f\u5358\u7d14\u306a\u30ea\u30b9\u30af\u30aa\u30f3\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u6697\u53f7\u8cc7\u7523\u306b\u306f\u8cc7\u91d1\u304c\u623b\u308b\u4e00\u65b9\u3001\u682a\u5f0f\u5e02\u5834\u306b\u306f\u91d1\u5229\u3068\u6d88\u8cbb\u306e\u4e0d\u5b89\u304c\u6b8b\u308b\u3001\u8cc7\u91d1\u306e\u884c\u304d\u5148\u304c\u5206\u304b\u308c\u305f\u5c40\u9762\u3067\u3059\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\u4e3b\u8981\u6307\u6a19<\/h2>\n\n\n\n<figure class=\"wp-block-table is-style-stripes\"><table class=\"has-fixed-layout\"><thead><tr><th>\u6307\u6a19<\/th><th>\u6700\u65b0\u78ba\u8a8d\u5024<\/th><th>\u78ba\u8a8d\u6642\u70b9\u30fb\u6ce8\u610f\u70b9<\/th><\/tr><\/thead><tbody><tr><td>BTC<\/td><td>71,851.93\u30c9\u30eb<\/td><td>8\u670820\u65e5\u6642\u70b9\u300124\u6642\u9593\uff0b11.7%<\/td><\/tr><tr><td>ETH<\/td><td>2,282.69\u30c9\u30eb<\/td><td>\u540c\u6642\u70b9\u300124\u6642\u9593\uff0b19.1%<\/td><\/tr><tr><td>BTC\u73fe\u7269ETF<\/td><td>\uff0b5.172\u5104\u30c9\u30eb<\/td><td>8\u670819\u65e5\u5206<\/td><\/tr><tr><td>ETH\u73fe\u7269ETF<\/td><td>\uff0b1.868\u5104\u30c9\u30eb<\/td><td>8\u670819\u65e5\u5206<\/td><\/tr><tr><td>\u7c7310\u5e74\u50b5\u5229\u56de\u308a<\/td><td>4.67%<\/td><td>8\u670820\u65e5\u306eReuters\u78ba\u8a8d\u5024<\/td><\/tr><tr><td>\u7c7330\u5e74\u50b5\u5229\u56de\u308a<\/td><td>5.217%<\/td><td>\u540c\u4e0a<\/td><\/tr><tr><td>Walmart\u682a<\/td><td>\u4e00\u6642102.85\u30c9\u30eb<\/td><td>\u4e00\u664210%\u5b89\u3001\u6b63\u5f0f\u7d42\u5024\u306f\u672a\u78ba\u8a8d<\/td><\/tr><tr><td>\u65b0\u898f\u5931\u696d\u4fdd\u967a\u7533\u8acb<\/td><td>20.6\u4e07\u4ef6<\/td><td>\u524d\u9031\u6539\u5b9a\u502421.2\u4e07\u4ef6<\/td><\/tr><tr><td>\u7d99\u7d9a\u53d7\u7d66\u8005<\/td><td>179.9\u4e07\u4eba<\/td><td>\u524d\u9031\u6bd41.8\u4e07\u4eba\u5897<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Fear &amp; Greed\u3001Funding\u3001Open Interest\u3001\u6e05\u7b97\u3001Coinbase Premium\u3001\u73fe\u7269CVD\u3001\u30b9\u30c6\u30fc\u30d6\u30eb\u30b3\u30a4\u30f3\u4f9b\u7d66\u3001BTC\u53d6\u5f15\u6240\u6b8b\u9ad8\u306f\u3001\u540c\u4e00\u6642\u70b9\u306e\u4fe1\u983c\u3067\u304d\u308b\u6570\u5024\u3092\u53d6\u5f97\u3067\u304d\u306a\u304b\u3063\u305f\u305f\u3081\u63b2\u8f09\u3057\u3066\u3044\u307e\u305b\u3093\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">ETF\u8cc7\u91d1\u304cBTC\u3068ETH\u306e\u4e0a\u6607\u3092\u652f\u3048\u308b<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">\u5408\u8a087\u5104400\u4e07\u30c9\u30eb\u306e\u73fe\u7269ETF\u6d41\u5165<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">8\u670819\u65e5\u306e\u7c73\u56fd\u73fe\u7269ETF\u306f\u3001BTC\u304c5\u51041,720\u4e07\u30c9\u30eb\u3001ETH\u304c1\u51048,680\u4e07\u30c9\u30eb\u306e\u7d14\u6d41\u5165\u3068\u306a\u308a\u307e\u3057\u305f\u3002\u5408\u8a08\u3067\u306f7\u5104400\u4e07\u30c9\u30eb\u3067\u3059\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/farside.co.uk\/btc\/\">Farside Investors\uff1aBTC<\/a>\uff0f<a href=\"https:\/\/farside.co.uk\/eth\/\">ETH<\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u305d\u306e\u5f8c\u3001BTC\u306f\u7d047\u4e071,852\u30c9\u30eb\u3001ETH\u306f\u7d042,283\u30c9\u30eb\u307e\u3067\u4e0a\u6607\u3057\u307e\u3057\u305f\u300224\u6642\u9593\u9a30\u843d\u7387\u306fBTC\u304c11.7%\u3001ETH\u304c19.1%\u3068\u306a\u308a\u3001ETH\u306e\u4e0a\u6607\u7387\u304cBTC\u3092\u4e0a\u56de\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u4eca\u56de\u306f\u4fa1\u683c\u3060\u3051\u3067\u306a\u304f\u73fe\u7269\u8cc7\u91d1\u304c\u52d5\u3044\u305f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u4eca\u56de\u306e\u5024\u52d5\u304d\u3067\u91cd\u8981\u306a\u306e\u306f\u3001\u4fa1\u683c\u4e0a\u6607\u3068\u540c\u6642\u306b\u73fe\u7269ETF\u3078\u306e\u8cc7\u91d1\u6d41\u5165\u304c\u78ba\u8a8d\u3055\u308c\u305f\u70b9\u3067\u3059\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u8584\u5546\u3044\u306e\u4e2d\u3067\u5148\u7269\u3060\u3051\u304c\u4e0a\u6607\u3057\u305f\u5c40\u9762\u3088\u308a\u3001\u4e0a\u6607\u3092\u652f\u3048\u308b\u8cc7\u91d1\u9762\u306e\u88cf\u4ed8\u3051\u304c\u3042\u308a\u307e\u3059\u3002\u5c11\u306a\u304f\u3068\u3082\u3001\u6697\u53f7\u8cc7\u7523\u5e02\u5834\u304b\u3089\u8cc7\u91d1\u304c\u6d41\u51fa\u3057\u7d9a\u3051\u308b\u3060\u3051\u306e\u72b6\u614b\u304b\u3089\u306f\u4e00\u6b69\u9032\u307f\u307e\u3057\u305f\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e00\u65b9\u3001\u5358\u65e5\u306e\u30d5\u30ed\u30fc\u3060\u3051\u3067\u6a5f\u95a2\u6295\u8cc7\u5bb6\u306e\u7d99\u7d9a\u7684\u306a\u8cb7\u3044\u3078\u8ee2\u3058\u305f\u3068\u306f\u5224\u65ad\u3067\u304d\u307e\u305b\u3093\u3002\u6025\u4f38\u306b\u306f\u30b7\u30e7\u30fc\u30c8\u30ab\u30d0\u30fc\u304c\u52a0\u308f\u3063\u305f\u53ef\u80fd\u6027\u3082\u3042\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Funding\u3001Open Interest\u3001\u6e05\u7b97\u984d\u3092\u540c\u6642\u70b9\u3067\u53d6\u5f97\u3067\u304d\u3066\u3044\u306a\u3044\u305f\u3081\u3001\u73fe\u7269\u8cb7\u3044\u3068\u30ec\u30d0\u30ec\u30c3\u30b8\u8981\u56e0\u306e\u6bd4\u7387\u306f\u672a\u78ba\u8a8d\u3067\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u6b21\u306fETF\u6d41\u5165\u306e\u7d99\u7d9a\u6027\u3092\u898b\u308b<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u6b21\u306e\u7126\u70b9\u306f\u7fcc\u55b6\u696d\u65e5\u306eETF\u30d5\u30ed\u30fc\u3067\u3059\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">BTC\u3078\u306e1\u5104\u30c9\u30eb\u3092\u8d85\u3048\u308b\u7d14\u6d41\u5165\u304c\u7d9a\u304d\u3001Funding\u304c\u6975\u7aef\u306b\u4e0a\u6607\u305b\u305a\u3001Coinbase Premium\u3084\u73fe\u7269CVD\u3082\u6539\u5584\u3059\u308b\u306a\u3089\u3001\u73fe\u7269\u4e3b\u5c0e\u306e\u4e0a\u6607\u3068\u3057\u3066\u6301\u7d9a\u6027\u3092\u8a55\u4fa1\u3057\u3084\u3059\u304f\u306a\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u53cd\u5bfe\u306b\u3001ETF\u30d5\u30ed\u30fc\u304c\u6d41\u51fa\u3078\u53cd\u8ee2\u3057\u3001\u5148\u7269\u5efa\u7389\u3060\u3051\u304c\u5897\u3048\u308b\u5834\u5408\u306f\u3001\u77ed\u671f\u7684\u306a\u904e\u71b1\u3068\u3057\u3066\u614e\u91cd\u306b\u898b\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">FOMC\u306e\u8b66\u6212\u59ff\u52e2\u3068\u7c73\u6d88\u8cbb\u306e\u6e1b\u901f\u61f8\u5ff5<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">3\u4eba\u304c0.25\u30dd\u30a4\u30f3\u30c8\u306e\u5229\u4e0a\u3052\u3092\u4e3b\u5f35<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">FRB\u304c\u516c\u8868\u3057\u305f7\u670828\uff5e29\u65e5\u4f1a\u5408\u306e\u8b70\u4e8b\u8981\u65e8\u3067\u306f\u3001\u653f\u7b56\u91d1\u5229\u30923.50\uff5e3.75%\u306b\u636e\u3048\u7f6e\u304f\u4e00\u65b9\u30013\u4eba\u304c0.25\u30dd\u30a4\u30f3\u30c8\u306e\u5229\u4e0a\u3052\u3092\u4e3b\u5f35\u3057\u3066\u3044\u305f\u3053\u3068\u304c\u660e\u3089\u304b\u306b\u306a\u308a\u307e\u3057\u305f\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u591a\u304f\u306e\u53c2\u52a0\u8005\u306f\u3001\u30a4\u30f3\u30d5\u30ec\u7387\u306e\u4f4e\u4e0b\u304c\u9032\u307e\u306a\u3051\u308c\u3070\u3001\u8ffd\u52a0\u306e\u91d1\u878d\u5f15\u304d\u7de0\u3081\u304c\u5fc5\u8981\u306b\u306a\u308b\u53ef\u80fd\u6027\u304c\u9ad8\u3044\u3068\u5224\u65ad\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a>FRB\u30fbFOMC\u8b70\u4e8b\u8981\u65e8<\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u308c\u306f\u76f4\u3061\u306b\u6b21\u56de\u5229\u4e0a\u3052\u304c\u6c7a\u307e\u3063\u305f\u3068\u3044\u3046\u610f\u5473\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u305f\u3060\u3057\u3001\u91d1\u878d\u653f\u7b56\u306e\u6b21\u306e\u4e00\u624b\u304c\u5229\u4e0b\u3052\u3060\u3051\u306b\u9650\u5b9a\u3055\u308c\u3066\u3044\u306a\u3044\u3053\u3068\u306f\u3001\u9ad8PER\u306eAI\u682a\u3084\u6697\u53f7\u8cc7\u7523\u306b\u3068\u3063\u3066\u7121\u8996\u3067\u304d\u306a\u3044\u6761\u4ef6\u3067\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u89e3\u96c7\u306f\u5c11\u306a\u3044\u304c\u3001\u518d\u5c31\u8077\u306b\u306f\u6642\u9593\u304c\u304b\u304b\u308b<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u65b0\u898f\u5931\u696d\u4fdd\u967a\u7533\u8acb\u306f20.6\u4e07\u4ef6\u3068\u3001\u5e02\u5834\u4e88\u60f3\u306e21.0\u4e07\u4ef6\u3092\u4e0b\u56de\u308a\u307e\u3057\u305f\u3002\u89e3\u96c7\u306f\u4f9d\u7136\u3068\u3057\u3066\u4f4e\u6c34\u6e96\u3067\u3059\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e00\u65b9\u3001\u7d99\u7d9a\u53d7\u7d66\u8005\u306f179.9\u4e07\u4eba\u3078\u5897\u52a0\u3057\u307e\u3057\u305f\u3002\u4f01\u696d\u304c\u5927\u898f\u6a21\u306a\u4eba\u54e1\u524a\u6e1b\u3092\u9032\u3081\u3066\u3044\u308b\u308f\u3051\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u304c\u3001\u5931\u696d\u5f8c\u306e\u518d\u5c31\u8077\u306b\u6642\u9593\u304c\u304b\u304b\u308a\u59cb\u3081\u3066\u3044\u308b\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/www.dol.gov\/ui\/data.pdf\">\u7c73\u52b4\u50cd\u7701<\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u52b4\u50cd\u5e02\u5834\u306f\u6025\u6fc0\u306b\u60aa\u5316\u3057\u3066\u3044\u308b\u308f\u3051\u3067\u3082\u3001\u5b8c\u5168\u306b\u5f37\u3044\u308f\u3051\u3067\u3082\u3042\u308a\u307e\u305b\u3093\u3002\u3053\u306e\u66d6\u6627\u3055\u304c\u3001FRB\u306b\u65e9\u671f\u306e\u653f\u7b56\u8ee2\u63db\u3092\u6025\u304c\u305b\u306b\u304f\u304f\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u8ca1\u52d9\u7701\u306e\u8cb7\u3044\u5165\u308c\u5897\u984d\u3067\u3082\u9577\u671f\u91d1\u5229\u306f\u9ad8\u3044<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u7c73\u8ca1\u52d9\u7701\u306f\u300110\uff5e30\u5e74\u50b5\u306e\u6d41\u52d5\u6027\u652f\u63f4\u8cb7\u3044\u5165\u308c\u306b\u3064\u3044\u3066\u30011\u56de\u5f53\u305f\u308a\u306e\u4e0a\u9650\u309220\u5104\u30c9\u30eb\u304b\u3089\u5c11\u306a\u304f\u3068\u308240\u5104\u30c9\u30eb\u3078\u5f15\u304d\u4e0a\u3052\u307e\u3059\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a>\u7c73\u8ca1\u52d9\u7701<\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u305d\u308c\u3067\u3082\u3001\u7c7330\u5e74\u50b5\u5229\u56de\u308a\u306f5.217%\u300110\u5e74\u50b5\u5229\u56de\u308a\u306f4.67%\u307e\u3067\u518d\u4e0a\u6607\u3057\u307e\u3057\u305f\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u8cb7\u3044\u5165\u308c\u5897\u984d\u306f\u9700\u7d66\u3092\u652f\u3048\u308b\u6750\u6599\u3067\u3059\u304c\u3001\u8ca1\u653f\u3001\u539f\u6cb9\u3001\u30a4\u30f3\u30d5\u30ec\u3001\u671f\u9593\u30d7\u30ec\u30df\u30a2\u30e0\u306b\u3088\u308b\u91d1\u5229\u4e0a\u6607\u5727\u529b\u3092\u6253\u3061\u6d88\u3059\u306b\u306f\u81f3\u3063\u3066\u3044\u307e\u305b\u3093\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u653f\u7b56\u91d1\u5229\u306e\u898b\u901a\u3057\u304c\u5b89\u5b9a\u3057\u3066\u3082\u3001\u9577\u671f\u91d1\u5229\u304c\u9ad8\u6b62\u307e\u308a\u3059\u308c\u3070\u3001\u5c06\u6765\u5229\u76ca\u3092\u9ad8\u304f\u8a55\u4fa1\u3055\u308c\u3066\u3044\u308bAI\u30fb\u534a\u5c0e\u4f53\u682a\u306e\u5272\u5f15\u7387\u8ca0\u62c5\u306f\u6b8b\u308a\u307e\u3059\u3002BTC\u306b\u3064\u3044\u3066\u3082\u3001ETF\u6d41\u5165\u304c\u91d1\u5229\u4e0a\u6607\u3092\u3069\u3053\u307e\u3067\u5438\u53ce\u3067\u304d\u308b\u304b\u304c\u6b21\u306e\u78ba\u8a8d\u70b9\u3067\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Walmart\u6025\u843d\u306f\u7c73\u6d88\u8cbb\u306e\u6fc3\u6de1\u3092\u793a\u3059<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Walmart\u306e\u7c73\u56fd\u65e2\u5b58\u5e97\u58f2\u4e0a\u9ad8\u306f\u3001\u71c3\u6599\u3092\u9664\u3044\u3066\u524d\u5e74\u540c\u671f\u6bd42.6%\u5897\u3067\u3057\u305f\u3002\u5897\u53ce\u306f\u7dad\u6301\u3057\u305f\u3082\u306e\u306e\u3001\u5e02\u5834\u4e88\u60f3\u306e3.8%\u5897\u3092\u4e0b\u56de\u308a\u307e\u3057\u305f\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u7c73\u56fdEC\u306f24%\u5897\u3001\u5e83\u544a\u4e8b\u696d\u306f43%\u5897\u3068\u9ad8\u6210\u9577\u3092\u7d9a\u3051\u3066\u3044\u307e\u3059\u3002\u901a\u671f\u898b\u901a\u3057\u3082\u5f15\u304d\u4e0a\u3052\u307e\u3057\u305f\u304c\u3001\u7b2c3\u56db\u534a\u671f\u306e\u8abf\u6574\u5f8cEPS\u898b\u901a\u305762\uff5e64\u30bb\u30f3\u30c8\u306f\u5e02\u5834\u4e88\u60f368\u30bb\u30f3\u30c8\u3092\u4e0b\u56de\u308a\u307e\u3057\u305f\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a>Walmart\u6c7a\u7b97<\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u682a\u4fa1\u306f\u4e00\u664210%\u5b89\u306e102.85\u30c9\u30eb\u307e\u3067\u4e0b\u843d\u3057\u3001Costco\u3084Albertsons\u306b\u3082\u58f2\u308a\u304c\u6ce2\u53ca\u3057\u307e\u3057\u305f\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u308c\u306f\u7c73\u6d88\u8cbb\u306e\u5168\u9762\u7684\u306a\u60aa\u5316\u3092\u78ba\u5b9a\u3059\u308b\u6570\u5b57\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u3057\u304b\u3057\u3001\u751f\u6d3b\u5fc5\u9700\u54c1\u306b\u5f37\u3044Walmart\u3067\u5e97\u8217\u8ca9\u58f2\u304c\u4e88\u60f3\u3092\u4e0b\u56de\u3063\u305f\u3053\u3068\u306f\u3001\u6d88\u8cbb\u8005\u304c\u652f\u51fa\u5148\u3092\u614e\u91cd\u306b\u9078\u3073\u59cb\u3081\u305f\u53ef\u80fd\u6027\u3092\u793a\u3057\u307e\u3059\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">AI\u6295\u8cc7\u306f\u534a\u5c0e\u4f53\u306e\u4f9b\u7d66\u7db2\u3068\u8cc7\u672c\u30b3\u30b9\u30c8\u3078<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">Google\u3068Marvell\u304c\u9577\u671f\u5951\u7d04\u3092\u7de0\u7d50<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">AI\u5206\u91ce\u3067\u306f\u3001Google\u3068Marvell\u306e\u5951\u7d04\u304c\u91cd\u8981\u306a\u52d5\u304d\u3067\u3059\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Marvell\u306eSEC\u63d0\u51fa\u66f8\u985e\u306b\u3088\u308b\u3068\u3001\u5bfe\u8c61\u306fTPU\u5468\u8fba\u306eAI\u63a8\u8ad6\u30a2\u30af\u30bb\u30e9\u30ec\u30fc\u30bf\u3001\u30b9\u30c8\u30ec\u30fc\u30b8\u3001\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u3001\u30e1\u30e2\u30ea\u95a2\u9023\u88fd\u54c1\u3067\u3059\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Google\u306b\u306f\u3001Marvell\u682a\u3092\u6700\u59275,897\u4e07907\u682a\u30011\u682a206.58\u30c9\u30eb\u3067\u53d6\u5f97\u3067\u304d\u308b\u30ef\u30e9\u30f3\u30c8\u304c\u4ed8\u4e0e\u3055\u308c\u307e\u3059\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a>Marvell\u30fbSEC\u63d0\u51fa\u66f8\u985e<\/a><\/p>\n\n\n\n<h3 class=\"wp-block-heading\">1,200\u5104\u30c9\u30eb\u306f\u78ba\u5b9a\u767a\u6ce8\u984d\u3067\u306f\u306a\u3044<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u696d\u7e3e\u9023\u52d5\u90e8\u5206\u306f\u30012027\u5e74\u5ea6\u7b2c3\u56db\u534a\u671f\u304b\u30892033\u5e74\u5ea6\u307e\u3067\u306e\u30ab\u30b9\u30bf\u30e0\u88fd\u54c1\u58f2\u4e0a\u304c5\u5104\u30c9\u30eb\u5897\u3048\u308b\u3054\u3068\u306b\u3001240\u5206\u5272\u3067\u6a29\u5229\u78ba\u5b9a\u3059\u308b\u8a2d\u8a08\u3067\u3059\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5358\u7d14\u8a08\u7b97\u3067\u306f\u6700\u59271,200\u5104\u30c9\u30eb\u898f\u6a21\u306b\u306a\u308a\u307e\u3059\u304c\u3001\u3053\u308c\u306fGoogle\u306b\u3088\u308b\u78ba\u5b9a\u767a\u6ce8\u984d\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u30ef\u30e9\u30f3\u30c8\u304c\u5168\u9762\u7684\u306b\u6a29\u5229\u78ba\u5b9a\u3059\u308b\u305f\u3081\u306e\u7b97\u8853\u4e0a\u9650\u3067\u3059\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u91cd\u8981\u306a\u306e\u306f\u6700\u5927\u91d1\u984d\u3067\u306f\u306a\u304f\u3001\u5b9f\u969b\u306e\u8cfc\u5165\u984d\u3068\u6a29\u5229\u78ba\u5b9a\u30da\u30fc\u30b9\u3067\u3059\u3002Marvell\u306e\u53d7\u6ce8\u6b8b\u3084\u58f2\u4e0a\u898b\u901a\u3057\u3078\u5177\u4f53\u7684\u306a\u5bc4\u4e0e\u304c\u73fe\u308c\u308c\u3070\u3001\u5951\u7d04\u306e\u7d4c\u6e08\u4fa1\u5024\u3092\u3088\u308a\u6b63\u78ba\u306b\u8a55\u4fa1\u3067\u304d\u307e\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">AI\u8a08\u7b97\u8cc7\u6e90\u306e\u4fa1\u683c\u5909\u52d5\u3092\u91d1\u878d\u5e02\u5834\u3067\u6271\u3046<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">CFTC\u306f\u3001AI\u8a08\u7b97\u8cc7\u6e90\u3092\u539f\u8cc7\u7523\u3068\u3059\u308b\u30c7\u30ea\u30d0\u30c6\u30a3\u30d6\u306b\u3064\u3044\u3066\u610f\u898b\u52df\u96c6\u3092\u59cb\u3081\u307e\u3057\u305f\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a>CFTC<\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u73fe\u6642\u70b9\u3067\u306f\u6700\u7d42\u898f\u5247\u3067\u3082\u3001\u5b9f\u969b\u306e\u5546\u54c1\u4e0a\u5834\u3067\u3082\u3042\u308a\u307e\u305b\u3093\u3002\u305f\u3060\u3057\u3001GPU\u3084\u30af\u30e9\u30a6\u30c9\u8a08\u7b97\u8cc7\u6e90\u306e\u4fa1\u683c\u5909\u52d5\u3092\u91d1\u878d\u5e02\u5834\u3067\u30d8\u30c3\u30b8\u3059\u308b\u69cb\u60f3\u304c\u5236\u5ea6\u691c\u8a0e\u3078\u9032\u307f\u307e\u3057\u305f\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">AI\u30a4\u30f3\u30d5\u30e9\u306f\u5358\u306a\u308b\u8a2d\u5099\u3067\u306f\u306a\u304f\u3001\u4fa1\u683c\u5909\u52d5\u30ea\u30b9\u30af\u3092\u6301\u3064\u53d6\u5f15\u53ef\u80fd\u306a\u8cc7\u6e90\u3068\u3057\u3066\u6271\u308f\u308c\u59cb\u3081\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">AI\u6295\u8cc7\u306e\u7af6\u4e89\u306f\u300cGPU\u3092\u4f55\u53f0\u78ba\u4fdd\u3067\u304d\u308b\u304b\u300d\u304b\u3089\u3001\u4f9b\u7d66\u7db2\u3001\u96fb\u529b\u3001\u8a08\u7b97\u8cc7\u6e90\u4fa1\u683c\u3001\u8cc7\u672c\u30b3\u30b9\u30c8\u3092\u3069\u3046\u7ba1\u7406\u3059\u308b\u304b\u3078\u5e83\u304c\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\u6628\u65e5\u307e\u3067\u3068\u306e\u5dee\u5206\u3068BTC\u306e\u6761\u4ef6\u4ed8\u304d\u30b7\u30ca\u30ea\u30aa<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">ETF\u8cc7\u91d1\u304c\u4e00\u6b69\u524d\u9032\u3057\u305f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u6628\u65e5\u307e\u3067\u306f\u3001\u6697\u53f7\u8cc7\u7523\u304c\u682a\u5f0f\u5e02\u5834\u306e\u4e0b\u843d\u306b\u5bfe\u3057\u3066\u3069\u3053\u307e\u3067\u8010\u3048\u3089\u308c\u308b\u304b\u3092\u78ba\u8a8d\u3059\u308b\u6bb5\u968e\u3067\u3057\u305f\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4eca\u56de\u306f\u3001ETF\u7d14\u6d41\u5165\u3068\u4e8c\u6841\u306e\u4fa1\u683c\u4e0a\u6607\u304c\u540c\u6642\u306b\u78ba\u8a8d\u3055\u308c\u3001\u8cc7\u91d1\u30d5\u30ed\u30fc\u304c\u4e00\u6b69\u524d\u9032\u3057\u307e\u3057\u305f\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u305f\u3060\u3057\u3001Funding\u3084Open Interest\u3092\u78ba\u8a8d\u3067\u304d\u3066\u3044\u306a\u3044\u305f\u3081\u3001\u73fe\u7269\u4e3b\u5c0e\u306e\u4e0a\u6607\u304c\u3069\u3053\u307e\u3067\u7d9a\u304f\u304b\u306f\u6b21\u306e\u30c7\u30fc\u30bf\u3092\u5f85\u3064\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u91d1\u5229\u30ea\u30b9\u30af\u306f\u89e3\u6d88\u3057\u3066\u3044\u306a\u3044<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Capital\u3067\u306f\u3001\u8ffd\u52a0\u5f15\u304d\u7de0\u3081\u306e\u53ef\u80fd\u6027\u304cFOMC\u8b70\u4e8b\u8981\u65e8\u3067\u6b63\u5f0f\u306b\u78ba\u8a8d\u3055\u308c\u307e\u3057\u305f\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u7c73\u8ca1\u52d9\u7701\u304c\u9577\u671f\u50b5\u5e02\u5834\u306e\u6d41\u52d5\u6027\u652f\u63f4\u3092\u5f37\u3081\u3066\u3082\u9577\u671f\u91d1\u5229\u306f\u4e0b\u304c\u308a\u5207\u3063\u3066\u3044\u307e\u305b\u3093\u3002\u6697\u53f7\u8cc7\u7523\u3078\u8cc7\u91d1\u304c\u623b\u3063\u3066\u3044\u308b\u3053\u3068\u3068\u3001\u8cc7\u672c\u30b3\u30b9\u30c8\u306e\u4e0a\u6607\u304c\u89e3\u6d88\u3057\u305f\u3053\u3068\u306f\u5225\u554f\u984c\u3067\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u5f37\u6c17\u30b7\u30ca\u30ea\u30aa<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">BTC\u304c\u76f4\u8fd1\u9ad8\u5024\u306e72,344\u30c9\u30eb\u3092\u4e0a\u629c\u3044\u3066\u5b9a\u7740\u3057\u3001\u7fcc\u55b6\u696d\u65e5\u3082ETF\u7d14\u6d41\u5165\u304c\u7d9a\u304f\u30b1\u30fc\u30b9\u3067\u3059\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Funding\u3084Open Interest\u304c\u6025\u5897\u305b\u305a\u3001Coinbase Premium\u3084\u73fe\u7269CVD\u306e\u6539\u5584\u304c\u78ba\u8a8d\u3067\u304d\u308c\u3070\u3001\u73fe\u7269\u4e3b\u5c0e\u306e\u4e0a\u6607\u3068\u3057\u3066\u6301\u7d9a\u6027\u304c\u9ad8\u307e\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u30e1\u30a4\u30f3\u30b7\u30ca\u30ea\u30aa<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u6025\u4f38\u5f8c\u306b7\u4e07\u30c9\u30eb\u524d\u5f8c\u3067\u6301\u3061\u5408\u3044\u3001ETF\u30d5\u30ed\u30fc\u3068\u7c73\u9577\u671f\u91d1\u5229\u3092\u78ba\u8a8d\u3059\u308b\u5c55\u958b\u3067\u3059\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u73fe\u7269ETF\u3078\u306e\u8cc7\u91d1\u6d41\u5165\u306f\u4e0b\u5024\u3092\u652f\u3048\u307e\u3059\u304c\u3001\u7c7330\u5e74\u50b5\u5229\u56de\u308a\u304c5.2\uff5e5.3%\u3067\u63a8\u79fb\u3059\u308b\u9593\u306f\u3001\u4e0a\u5024\u3092\u4e00\u65b9\u5411\u306b\u8ffd\u3046\u74b0\u5883\u3068\u306f\u9650\u308a\u307e\u305b\u3093\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u5f31\u6c17\u30b7\u30ca\u30ea\u30aa<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">ETF\u30d5\u30ed\u30fc\u304c\u6d41\u51fa\u3078\u53cd\u8ee2\u3057\u3001BTC\u304c7\u4e07\u30c9\u30eb\u3092\u5272\u308c\u3001\u7c7330\u5e74\u50b5\u5229\u56de\u308a\u304c5.3%\u3092\u8d85\u3048\u3066\u4e0a\u6607\u3059\u308b\u30b1\u30fc\u30b9\u3067\u3059\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u3053\u306b\u5148\u7269\u5efa\u7389\u306e\u5897\u52a0\u3068\u30ed\u30f3\u30b0\u6e05\u7b97\u304c\u91cd\u306a\u308c\u3070\u3001\u6025\u4f38\u5206\u3092\u8abf\u6574\u3059\u308b\u52d5\u304d\u304c\u5f37\u307e\u308b\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Take-home message<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>BTC\u30fbETH\u306e\u4e0a\u6607\u306f\u73fe\u7269ETF\u6d41\u5165\u3092\u4f34\u3063\u3066\u3044\u307e\u3059\u304c\u3001\u7d99\u7d9a\u7684\u306a\u8cc7\u91d1\u56de\u5e30\u304b\u3069\u3046\u304b\u306f\u7fcc\u55b6\u696d\u65e5\u306e\u30d5\u30ed\u30fc\u78ba\u8a8d\u304c\u5fc5\u8981\u3067\u3059\u3002<\/li>\n\n\n\n<li>FOMC\u306f\u8ffd\u52a0\u5f15\u304d\u7de0\u3081\u306e\u4f59\u5730\u3092\u6b8b\u3057\u3001\u9577\u671f\u91d1\u5229\u3082\u9ad8\u6b62\u307e\u308a\u3057\u3066\u3044\u307e\u3059\u3002AI\u682a\u3068\u6697\u53f7\u8cc7\u7523\u306b\u5171\u901a\u3059\u308b\u30ea\u30b9\u30af\u306f\u8cc7\u672c\u30b3\u30b9\u30c8\u3067\u3059\u3002<\/li>\n\n\n\n<li>Google\u3068Marvell\u306e\u5951\u7d04\u306fAI\u534a\u5c0e\u4f53\u306e\u4f9b\u7d66\u7db2\u518d\u7de8\u3092\u793a\u3059\u4e00\u65b9\u3001Walmart\u306e\u6025\u843d\u306f\u7c73\u6d88\u8cbb\u306e\u9078\u5225\u304c\u5f37\u307e\u3063\u3066\u3044\u308b\u53ef\u80fd\u6027\u3092\u793a\u3057\u3066\u3044\u307e\u3059\u3002<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u76f4\u8fd124\u6642\u9593\u3067\u6700\u3082\u5927\u304d\u304f\u5909\u5316\u3057\u305f\u306e\u306f\u3001\u6697\u53f7\u8cc7\u7523\u5e02\u5834\u3067\u3059\u3002\u7c73\u56fd\u306e\u73fe\u7269ETF\u3078\u5408\u8a087\u5104\u30c9\u30eb\u3092\u8d85\u3048\u308b\u8cc7\u91d1\u304c\u6d41\u5165\u3057\u3001BTC\u3068ETH\u306f\u305d\u308d\u3063\u3066\u5927\u5e45\u306b\u4e0a\u6607\u3057\u307e\u3057\u305f\u3002 \u305f\u3060\u3057\u3001\u7c73FOMC\u8b70\u4e8b\u8981\u65e8\u306f\u8ffd\u52a0\u5f15\u304d\u7de0\u3081\u306e\u53ef\u80fd\u6027\u3092\u6b8b\u3057\u3001\u9577\u671f\u91d1\u5229\u3082<\/p>\n","protected":false},"author":1,"featured_media":384,"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":[168,18,24,13,102,186,51],"class_list":["post-383","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-category-5","tag-ai","tag-fomc","tag-24","tag-13","tag-etf","tag-186","tag-51"],"_links":{"self":[{"href":"https:\/\/www.nexus-assetbase.com\/index.php?rest_route=\/wp\/v2\/posts\/383","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=383"}],"version-history":[{"count":1,"href":"https:\/\/www.nexus-assetbase.com\/index.php?rest_route=\/wp\/v2\/posts\/383\/revisions"}],"predecessor-version":[{"id":385,"href":"https:\/\/www.nexus-assetbase.com\/index.php?rest_route=\/wp\/v2\/posts\/383\/revisions\/385"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.nexus-assetbase.com\/index.php?rest_route=\/wp\/v2\/media\/384"}],"wp:attachment":[{"href":"https:\/\/www.nexus-assetbase.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=383"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.nexus-assetbase.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=383"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.nexus-assetbase.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=383"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}