{"id":411,"date":"2026-08-28T08:49:11","date_gmt":"2026-08-27T23:49:11","guid":{"rendered":"https:\/\/www.nexus-assetbase.com\/?p=411"},"modified":"2026-08-28T08:49:14","modified_gmt":"2026-08-27T23:49:14","slug":"nvidia8-7%e9%ab%98%e3%80%81btc%e3%81%af8%e4%b8%87%e3%83%89%e3%83%ab%e2%80%95%e2%80%95ai%e8%b3%87%e9%87%91%e3%81%ae%e6%8b%a1%e5%a4%a7%e3%81%a8%e6%97%a5%e6%9c%ac%e6%a0%aa%e3%81%ae%e9%81%b8%e5%88%a5","status":"publish","type":"post","link":"https:\/\/www.nexus-assetbase.com\/?p=411","title":{"rendered":"NVIDIA8.7%\u9ad8\u3001BTC\u306f8\u4e07\u30c9\u30eb\u2015\u2015AI\u8cc7\u91d1\u306e\u62e1\u5927\u3068\u65e5\u672c\u682a\u306e\u9078\u5225\u3092\u8aad\u3080"},"content":{"rendered":"\n

\u4eca\u65e5\u306e\u7d50\u8ad6\u306f\u3001AI\u9700\u8981\u306e\u5f37\u3055\u304cNVIDIA\u306e\u6c7a\u7b97\u6570\u5b57\u3060\u3051\u3067\u306a\u304f\u3001\u7c73\u56fd\u682a\u306e\u5024\u52d5\u304d\u3001\u4f01\u696d\u5411\u3051\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u3001HBM\u3001\u56fd\u5185\u30e1\u30e2\u30ea\u30fc\u6295\u8cc7\u307e\u3067\u5e83\u304c\u3063\u3066\u78ba\u8a8d\u3055\u308c\u305f\u3068\u3044\u3046\u3053\u3068\u3067\u3059\u3002\u4e00\u65b9\u3001\u8cc7\u91d1\u304c\u5e02\u5834\u5168\u4f53\u3078\u5747\u7b49\u306b\u6d41\u308c\u3066\u3044\u308b\u308f\u3051\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002<\/p>\n\n\n\n

NVIDIA\u306f\u6c7a\u7b97\u5f8c\u306e\u7c73\u901a\u5e38\u53d6\u5f15\u3067\u7d048.7%\u4e0a\u6607\u3057\u3001Salesforce\u3084CrowdStrike\u306b\u3082\u8cb7\u3044\u304c\u5e83\u304c\u308a\u307e\u3057\u305f\u3002BTC\u30828\u4e07\u30c9\u30eb\u3092\u56de\u5fa9\u3057\u3066\u3044\u307e\u3059\u3002\u3057\u304b\u3057\u3001\u524d\u65e5\u306e\u65e5\u672c\u5e02\u5834\u3067\u306f\u65e5\u7d4c\u5e73\u5747\u304c\u4e00\u6642600\u5186\u8d85\u4e0a\u6607\u3057\u305f\u5f8c\u306b130\u5186\u5b89\u3067\u7d42\u308f\u308a\u3001Fed\u9ad8\u5b98\u306f\u8ffd\u52a0\u5229\u4e0a\u3052\u306e\u9078\u629e\u80a2\u3092\u5f37\u8abf\u3057\u307e\u3057\u305f\u3002Brent\u539f\u6cb9\u308289.70\u30c9\u30eb\u3078\u53cd\u767a\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n

\u3053\u306e\u8a18\u4e8b\u3067\u306f\u3001AI\u6295\u8cc7\u304c\u3069\u3053\u3067\u58f2\u4e0a\u3084\u8a2d\u5099\u6295\u8cc7\u3078\u5909\u308f\u3063\u3066\u3044\u308b\u306e\u304b\u3001\u65e5\u672c\u682a\u3067\u306a\u305c\u9078\u5225\u304c\u9032\u3093\u3060\u306e\u304b\u3001\u305d\u3057\u3066BTC\u306e8\u4e07\u30c9\u30eb\u56de\u5fa9\u3092\u3069\u306e\u6761\u4ef6\u3067\u8a55\u4fa1\u3059\u3079\u304d\u304b\u3092\u6574\u7406\u3057\u307e\u3059\u3002<\/p>\n\n\n\n

\u4e3b\u8981\u6307\u6a19<\/h2>\n\n\n\n
\u6307\u6a19<\/th>\u6700\u65b0\u78ba\u8a8d\u5024<\/th>\u78ba\u8a8d\u6642\u70b9\u30fb\u6ce8\u610f\u70b9<\/th><\/tr>
BTC<\/td>80,072\u30c9\u30eb<\/td>8\u670828\u65e506:10 JST\u524d\u5f8c<\/td><\/tr>
BTC 24\u6642\u9593\u9ad8\u5024\uff0f\u5b89\u5024<\/td>80,793\uff0f78,565\u30c9\u30eb<\/td>\u540c\u6642\u70b9<\/td><\/tr>
ETH<\/td>2,505.81\u30c9\u30eb<\/td>\u540c\u6642\u70b9<\/td><\/tr>
ETH 24\u6642\u9593\u9ad8\u5024\uff0f\u5b89\u5024<\/td>2,558.47\uff0f2,468.46\u30c9\u30eb<\/td>\u540c\u6642\u70b9<\/td><\/tr>
Crypto Fear & Greed<\/td>71\uff08Greed\uff09<\/td>\u524d\u65e565<\/td><\/tr>
BTC\u73fe\u7269ETF<\/td>\uff0b2.322\u5104\u30c9\u30eb<\/td>8\u670826\u65e5\u5206\u30018\u55b6\u696d\u65e5\u9023\u7d9a\u6d41\u5165<\/td><\/tr>
ETH\u73fe\u7269ETF<\/td>\uff0b1.924\u5104\u30c9\u30eb<\/td>8\u670826\u65e5\u5206\u30018\u55b6\u696d\u65e5\u9023\u7d9a\u6d41\u5165<\/td><\/tr>
BTC\u30fbETH ETF\u5408\u8a08<\/td>\uff0b4.246\u5104\u30c9\u30eb<\/td>8\u670827\u65e5\u5206\u306f\u672a\u53cd\u6620<\/td><\/tr>
NVIDIA<\/td>227.98\u30c9\u30eb\u3001\u7d048.7%\u9ad8<\/td>8\u670827\u65e5\u7c73\u56fd\u5e02\u5834<\/td><\/tr>
Nasdaq\u7dcf\u5408<\/td>\uff0b1.36%<\/td>8\u670827\u65e5\u7d42\u5024<\/td><\/tr>
Brent\u539f\u6cb9<\/td>89.70\u30c9\u30eb\u3001\uff0b2.1%<\/td>8\u670827\u65e5\u7d42\u5024<\/td><\/tr>
\u7c7310\u5e74\u50b5\u5229\u56de\u308a<\/td>4.656%\u524d\u5f8c<\/td>8\u670827\u65e5\u7c73\u56fd\u5e02\u5834<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

\u6697\u53f7\u8cc7\u7523\u4fa1\u683c\u306f\u4f5c\u6210\u76f4\u524d\u306eCoinGecko\u8868\u793a\u3067\u78ba\u8a8d\u3057\u307e\u3057\u305f\u3002Bitcoin<\/a>\uff0fEthereum<\/a><\/p>\n\n\n\n

Fear & Greed\u306f65\u304b\u308971\u3078\u4e0a\u6607\u3057\u307e\u3057\u305f\u3002Alternative.me<\/a><\/p>\n\n\n\n

8\u670827\u65e5\u5206\u306e\u7c73\u73fe\u7269ETF\u306f\u3001\u4f5c\u6210\u6642\u70b9\u3067\u5168\u5546\u54c1\u304c\u672a\u53cd\u6620\u3067\u3059\u3002\u8868\u9762\u4e0a\u306e\u300c0.0\u300d\u306f\u6d41\u5165\u304c\u306a\u304b\u3063\u305f\u3068\u3044\u3046\u610f\u5473\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u6700\u65b0\u306e\u78ba\u5b9a\u5024\u306f8\u670826\u65e5\u5206\u3067\u3059\u3002Farside Investors\uff1aBTC<\/a>\uff0fETH<\/a><\/p>\n\n\n\n

Funding\u3001Open Interest\u300124\u6642\u9593\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\u4fe1\u983c\u3067\u304d\u308b\u540c\u6642\u70b9\u30c7\u30fc\u30bf\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

NVIDIA\u6c7a\u7b97\u5f8c\u306e\u8cb7\u3044\u306f\u3001\u534a\u5c0e\u4f53\u304b\u3089\u4f01\u696d\u5411\u3051AI\u3078\u5e83\u304c\u3063\u305f<\/h2>\n\n\n\n

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NVIDIA\u306e2027\u5e74\u5ea6\u7b2c2\u56db\u534a\u671f\u58f2\u4e0a\u9ad8\u306f962\u5104\u30c9\u30eb\u3001\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u58f2\u4e0a\u306f890\u5104\u30c9\u30eb\u3001\u6b21\u671f\u58f2\u4e0a\u898b\u901a\u3057\u306f1,080\u5104\u30c9\u30eb\u3067\u3057\u305f\u3002\u6c7a\u7b97\u76f4\u5f8c\u306f\u7c97\u5229\u76ca\u7387\u306e\u4f4e\u4e0b\u304c\u610f\u8b58\u3055\u308c\u3001\u682a\u4fa1\u306f\u4e00\u6642\u4e0b\u843d\u3057\u307e\u3057\u305f\u3002\u3057\u304b\u3057\u3001\u305d\u306e\u5f8c\u306b\u793a\u3055\u308c\u305f2028\u5e74\u5ea6\u306e\u58f2\u4e0a\u6210\u9577\u7387\u7d0470%\u3084AWS\u306e\u8ffd\u52a0\u5c0e\u5165\u8a08\u753b\u304c\u8a55\u4fa1\u3055\u308c\u3001\u7c73\u901a\u5e38\u53d6\u5f15\u3067\u306f227.98\u30c9\u30eb\u3001\u7d048.7%\u9ad8\u3067\u7d42\u3048\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n

Nasdaq\u7dcf\u5408\u306f1.36%\u9ad8\u3001S&P500\u306f0.68%\u9ad8\u3067\u3057\u305f\u3002NVIDIA\u306e\u6c7a\u7b97\u304c\u5f37\u304b\u3063\u305f\u3068\u3044\u3046\u4e8b\u5b9f\u3060\u3051\u3067\u306a\u304f\u3001\u300cAI\u8a08\u7b97\u9700\u8981\u306f\u6570\u5e74\u5358\u4f4d\u3067\u7d9a\u304f\u300d\u3068\u3044\u3046\u898b\u901a\u3057\u3092\u5e02\u5834\u304c\u8cb7\u3044\u76f4\u3057\u305f\u5f62\u3067\u3059\u3002NVIDIA\u6c7a\u7b97\u8cc7\u6599<\/a>\uff0fReuters<\/a><\/p>\n\n\n\n

\u4f01\u696d\u5411\u3051AI\u3068\u9632\u5fa1\u5074\u306b\u3082\u58f2\u4e0a\u304c\u7acb\u3061\u59cb\u3081\u305f<\/h3>\n\n\n\n

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Salesforce\u306eAgentforce\u30fbData 360\u306e\u5e74\u9593\u7d4c\u5e38\u53ce\u76ca\u306f\u7d0439\u5104\u30c9\u30eb\u3067\u524d\u5e74\u540c\u671f\u6bd4210%\u8d85\u5897\u3001Agentforce\u5358\u4f53\u3067\u308215\u5104\u30c9\u30eb\u3092\u8d85\u3048\u3066\u3044\u307e\u3059\u3002CrowdStrike\u3082\u5e74\u9593\u7d4c\u5e38\u53ce\u76ca58.4\u5104\u30c9\u30eb\u3001\u65b0\u898fARR3.33\u5104\u30c9\u30eb\u3092\u8a18\u9332\u3057\u307e\u3057\u305f\u3002Salesforce<\/a>\uff0fCrowdStrike<\/a><\/p>\n\n\n\n

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8\u670827\u65e5\u306e\u65e5\u7d4c\u5e73\u5747\u306fNVIDIA\u6c7a\u7b97\u3092\u53d7\u3051\u3066\u4e00\u6642600\u5186\u8d85\u4e0a\u6607\u3057\u307e\u3057\u305f\u304c\u3001\u7d42\u5024\u306f130.18\u5186\u5b89\u306e6\u4e076,131.98\u5186\u3067\u3057\u305f\u3002\u9ad8\u5024\u304b\u3089\u7d42\u5024\u307e\u3067\u306e\u843d\u5dee\u306f\u7d04823\u5186\u3067\u3059\u3002\u30a2\u30c9\u30d0\u30f3\u30c6\u30b9\u30c8\u304c\u65e5\u7d4c\u5e73\u5747\u3092\u7d04263\u5186\u62bc\u3057\u4e0b\u3052\u307e\u3057\u305f\u3002<\/p>\n\n\n\n

\u305f\u3060\u3057\u3001TOPIX\u306f0.15%\u9ad8\u3001\u6771\u8a3c\u30b0\u30ed\u30fc\u30b9\u5e02\u5834250\u6307\u6570\u306f\u7d042%\u9ad8\u3067\u3057\u305f\u3002\u65e5\u7d4c\u5e73\u5747\u306e\u4e0b\u843d\u3092\u65e5\u672c\u682a\u5168\u4f53\u306e\u30ea\u30b9\u30af\u30aa\u30d5\u3068\u8aad\u3080\u306e\u306f\u9069\u5207\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u6307\u6570\u5bc4\u4e0e\u5ea6\u306e\u9ad8\u3044\u534a\u5c0e\u4f53\u682a\u3067\u306f\u671f\u5f85\u5148\u884c\u5206\u304c\u8abf\u6574\u3055\u308c\u308b\u4e00\u65b9\u3001\u8cc7\u91d1\u306f\u4ed6\u306e\u696d\u7a2e\u3084\u4e2d\u5c0f\u578b\u682a\u3078\u6b8b\u3063\u3066\u3044\u307e\u3057\u305f\u3002\u682a\u63a2<\/a>\uff0f\u5e02\u5834\u6982\u6cc1<\/a><\/p>\n\n\n\n

\u65e5\u672c\u306eAI\u6295\u8cc7\u306f\u3001\u30e1\u30e2\u30ea\u30fc\u3068\u88fd\u9020\u88c5\u7f6e\u3078\u5e83\u304c\u308b<\/h3>\n\n\n\n

\u30ad\u30aa\u30af\u30b7\u30a2\u3068SanDisk\u306f\u30012032\u5e74\u307e\u3067\u306b\u65e5\u672c\u3067310\u5104\u30c9\u30eb\u8d85\u3092\u5171\u540c\u6295\u8cc7\u3059\u308b\u8a08\u753b\u3067\u3059\u3002AI\u62e1\u5927\u306b\u4f34\u3046NAND\u9700\u8981\u3078\u5bfe\u5fdc\u3057\u3001\u65e5\u672c\u653f\u5e9c\u306e\u652f\u63f4\u3092\u6761\u4ef6\u306b\u6280\u8853\u958b\u767a\u3068\u751f\u7523\u80fd\u529b\u3092\u5897\u5f37\u3057\u307e\u3059\u3002Reuters<\/a><\/p>\n\n\n\n

SK hynix\u3082\u300140\u5104\u30c9\u30eb\u8d85\u3092\u6295\u3058\u308b\u7c73\u30a4\u30f3\u30c7\u30a3\u30a2\u30ca\u5dde\u306e\u65bd\u8a2d\u3067HBM4E\u30922029\u5e74\u7b2c3\u56db\u534a\u671f\u306b\u91cf\u7523\u3059\u308b\u8a08\u753b\u3092\u793a\u3057\u307e\u3057\u305f\u3002CEO\u306f\u30e1\u30e2\u30ea\u30fc\u4e0d\u8db3\u304c2030\u5e74\u672b\u307e\u3067\u7d9a\u304f\u3068\u4e88\u60f3\u3057\u3066\u3044\u307e\u3059\u3002Reuters<\/a><\/p>\n\n\n\n

\u65e5\u672c\u682a\u3067\u6b21\u306b\u78ba\u8a8d\u3057\u305f\u3044\u306e\u306f\u3001NVIDIA\u682a\u306e\u4e0a\u6607\u305d\u306e\u3082\u306e\u3067\u306f\u306a\u304f\u3001\u56fd\u5185\u4f01\u696d\u306e\u88c5\u7f6e\u53d7\u6ce8\u3001\u6750\u6599\u9700\u8981\u3001\u30e1\u30e2\u30ea\u30fc\u4fa1\u683c\u3001\u653f\u5e9c\u652f\u63f4\u304c\u696d\u7e3e\u3078\u843d\u3061\u308b\u6642\u671f\u3067\u3059\u3002\u7c73\u56fd\u682a\u9ad8\u3060\u3051\u3067\u95a2\u9023\u9298\u67c4\u3092\u4e00\u62ec\u8a55\u4fa1\u3059\u308b\u3088\u308a\u3001\u53d7\u6ce8\u3068\u5229\u76ca\u7387\u3067\u5206\u3051\u308b\u5c40\u9762\u306b\u306a\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n

AI\u6295\u8cc7\u306f\u96fb\u529b\u3068Physical AI\u3078\u9032\u3080\u304c\u3001\u8cc7\u91d1\u8abf\u9054\u6761\u4ef6\u304c\u6b8b\u308b<\/h2>\n\n\n\n

\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u6295\u8cc7\u306fGPU\u306e\u5916\u5074\u3078<\/h3>\n\n\n\n

\u30d6\u30e9\u30b8\u30eb\u653f\u5e9c\u306f\u3001Voltalia\u306b\u3088\u308b\u30bb\u30a2\u30e9\u5dde\u30da\u30bb\u30e0\u6e2f\u306e\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u3092\u8a8d\u53ef\u3057\u307e\u3057\u305f\u3002\u6295\u8cc7\u4e88\u5b9a\u984d\u306f1,817\u5104\u30ec\u30a2\u30eb\u3001\u7d04352.4\u5104\u30c9\u30eb\u3067\u3001\u98a8\u529b\u30fb\u592a\u967d\u5149\u306e\u5897\u8a2d\u3068\u518d\u751f\u6c34\u306b\u3088\u308b\u51b7\u5374\u8a2d\u5099\u3092\u542b\u307f\u307e\u3059\u3002Reuters<\/a><\/p>\n\n\n\n

\u898f\u6a21\u306f\u5927\u304d\u3044\u3082\u306e\u306e\u3001\u8a8d\u53ef\u3068\u6295\u8cc7\u5b9f\u884c\u306f\u540c\u3058\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002Voltalia\u306f\u9867\u5ba2\u5019\u88dc\u3068\u4ea4\u6e09\u4e2d\u3067\u3001\u30aa\u30d5\u30c6\u30a4\u30af\u5951\u7d04\u3084\u878d\u8cc7\u3001\u901a\u96fb\u6642\u671f\u306f\u78ba\u5b9a\u3057\u3066\u3044\u307e\u305b\u3093\u3002AI\u30a4\u30f3\u30d5\u30e9\u3092\u898b\u308b\u969b\u306f\u3001\u767a\u8868\u984d\u3060\u3051\u3067\u306a\u304f\u3001\u30a2\u30f3\u30ab\u30fc\u30c6\u30ca\u30f3\u30c8\u3001\u96fb\u529b\u3001\u51b7\u5374\u3001\u8cc7\u91d1\u8abf\u9054\u307e\u3067\u78ba\u8a8d\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n\n\n\n

AI\u30a8\u30fc\u30b8\u30a7\u30f3\u30c8\u306f\u7269\u7406\u6a5f\u5668\u306e\u64cd\u4f5c\u3078<\/h3>\n\n\n\n

Anthropic\u306f\u3001AI\u30a8\u30fc\u30b8\u30a7\u30f3\u30c8\u304c\u9855\u5fae\u93e1\u3001\u6db2\u4f53\u51e6\u7406\u88c5\u7f6e\u3001\u30ed\u30dc\u30c3\u30c8\u30a2\u30fc\u30e0\u306a\u3069\u3092\u64cd\u4f5c\u3059\u308bModel Hardware Standard\u306e\u7814\u7a76\u30d7\u30ec\u30d3\u30e5\u30fc\u3092\u516c\u958b\u3057\u307e\u3057\u305f\u3002\u5275\u85ac\u5b9f\u9a13\u3084\u91cf\u5b50\u30b3\u30f3\u30d4\u30e5\u30fc\u30bf\u30fc\u306e\u30ec\u30fc\u30b6\u30fc\u6821\u6b63\u3092\u60f3\u5b9a\u3057\u3001\u5b89\u5168\u8a55\u4fa1\u5f8c\u306e\u30aa\u30fc\u30d7\u30f3\u30bd\u30fc\u30b9\u5316\u3092\u8a08\u753b\u3057\u3066\u3044\u307e\u3059\u3002Reuters<\/a><\/p>\n\n\n\n

\u3053\u308c\u306fPhysical AI\u304c\u7814\u7a76\u30fb\u88fd\u9020\u73fe\u5834\u3078\u9032\u3080\u5177\u4f53\u4f8b\u3067\u3059\u304c\u3001\u73fe\u6642\u70b9\u3067\u306f\u7814\u7a76\u6bb5\u968e\u3067\u3059\u3002\u5bfe\u5fdc\u6a5f\u5668\u6570\u3001\u5546\u7528\u6599\u91d1\u3001\u4f5c\u696d\u6642\u9593\u306e\u77ed\u7e2e\u3001\u4e8b\u6545\u7387\u306a\u3069\u304c\u51fa\u3066\u521d\u3081\u3066\u3001\u4f01\u696d\u4fa1\u5024\u3078\u306e\u5bc4\u4e0e\u3092\u8a55\u4fa1\u3067\u304d\u307e\u3059\u3002<\/p>\n\n\n\n

Anthropic\u304c9\u6708\u4e0a\u65ec\u306bIPO\u76ee\u8ad6\u898b\u66f8\u3092\u516c\u958b\u3059\u308b\u53ef\u80fd\u6027\u3082\u5831\u3058\u3089\u308c\u307e\u3057\u305f\u304c\u3001\u4f1a\u793e\u306e\u6b63\u5f0f\u767a\u8868\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u5927\u578bAI\u6295\u8cc7\u306e\u8cc7\u91d1\u56de\u53ce\u3092\u8003\u3048\u308b\u3046\u3048\u3067\u306f\u91cd\u8981\u306a\u5019\u88dc\u3067\u3059\u304c\u3001\u58f2\u4e0a\u3001\u640d\u5931\u3001\u8a08\u7b97\u8cc7\u6e90\u5951\u7d04\u3001\u65e2\u5b58\u682a\u4e3b\u306e\u58f2\u308a\u51fa\u3057\u6bd4\u7387\u3092\u76ee\u8ad6\u898b\u66f8\u3067\u78ba\u8a8d\u3059\u308b\u307e\u3067\u306f\u3001\u78ba\u5b9a\u6848\u4ef6\u3068\u3057\u3066\u6271\u308f\u306a\u3044\u65b9\u304c\u3088\u3044\u3067\u3057\u3087\u3046\u3002Reuters<\/a><\/p>\n\n\n\n

BTC\u306f8\u4e07\u30c9\u30eb\u3092\u56de\u5fa9\u3001\u6b21\u306fETF\u3068\u91d1\u5229\u306e\u7d44\u307f\u5408\u308f\u305b<\/h2>\n\n\n\n

8\u55b6\u696d\u65e5\u9023\u7d9a\u6d41\u5165\u304c\u4e0b\u5024\u3092\u652f\u3048\u308b<\/h3>\n\n\n\n

8\u670826\u65e5\u306e\u7c73\u73fe\u7269ETF\u306f\u3001BTC\u304c2\u51043,220\u4e07\u30c9\u30eb\u3001ETH\u304c1\u51049,240\u4e07\u30c9\u30eb\u306e\u7d14\u6d41\u5165\u3067\u3057\u305f\u3002\u5408\u8a08\u306f4\u51042,460\u4e07\u30c9\u30eb\u3067\u3001BTC\u30fbETH\u3068\u30828\u55b6\u696d\u65e5\u9023\u7d9a\u306e\u7d14\u6d41\u5165\u3067\u3059\u3002<\/p>\n\n\n\n

BTC\u306f8\u4e0772\u30c9\u30eb\u524d\u5f8c\u307e\u3067\u623b\u308a\u3001Fear & Greed\u308265\u304b\u308971\u3078\u4e0a\u6607\u3057\u307e\u3057\u305f\u3002\u524d\u65e5\u306fETF\u6d41\u5165\u304c\u7d9a\u3044\u3066\u30828\u4e07\u30c9\u30eb\u3092\u56de\u5fa9\u3067\u304d\u307e\u305b\u3093\u3067\u3057\u305f\u304c\u3001\u4eca\u65e5\u306f\u4fa1\u683c\u3082\u62b5\u6297\u5e2f\u3092\u8a66\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n

\u305f\u3060\u3057\u30018\u670827\u65e5\u5206\u306eETF\u306f\u672a\u78ba\u5b9a\u3067\u3059\u30028\u4e07\u30c9\u30eb\u56de\u5fa9\u3060\u3051\u3067\u4e0a\u629c\u3051\u3092\u6c7a\u3081\u3064\u3051\u305a\u3001\u73fe\u7269\u8cc7\u91d1\u304c9\u55b6\u696d\u65e5\u76ee\u3082\u7d9a\u304f\u304b\u30018\u4e07793\u30c9\u30eb\u306e\u65e5\u4e2d\u9ad8\u5024\u3092\u8d8a\u3048\u3089\u308c\u308b\u304b\u3092\u5408\u308f\u305b\u3066\u898b\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n\n\n\n

Fed\u3068\u539f\u6cb9\u306f\u697d\u89b3\u3092\u6291\u3048\u308b<\/h3>\n\n\n\n

Kansas City Fed\u306eSchmid\u7dcf\u88c1\u306f\u3001\u73fe\u884c3.50\uff5e3.75%\u306e\u653f\u7b56\u91d1\u5229\u304c\u5341\u5206\u306b\u666f\u6c17\u3092\u6291\u5236\u3057\u3066\u3044\u306a\u3044\u3068\u306e\u898b\u65b9\u3092\u793a\u3057\u307e\u3057\u305f\u3002Cleveland Fed\u306eHammack\u7dcf\u88c1\u3082\u5229\u4e0a\u3052\u306b\u524d\u5411\u304d\u3067\u3001Fed\u5185\u306e\u30a4\u30f3\u30d5\u30ec\u8b66\u6212\u306f\u5f37\u307e\u3063\u3066\u3044\u307e\u3059\u3002Reuters<\/a><\/p>\n\n\n\n

Brent\u539f\u6cb9\u3082\u3001\u7c73\u56fd\u3068\u30a4\u30e9\u30f3\u306e\u5354\u8b70\u671f\u5f85\u5f8c\u9000\u3092\u53d7\u3051\u30662.1%\u9ad8\u306e89.70\u30c9\u30eb\u3078\u53cd\u767a\u3057\u307e\u3057\u305f\u3002Reuters<\/a><\/p>\n\n\n\n

AI\u682a\u3068BTC\u304c\u4e0a\u6607\u3057\u3066\u3044\u3066\u3082\u3001\u5272\u5f15\u7387\u304c\u4e0b\u304c\u3063\u305f\u308f\u3051\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u30028\u670828\u65e5\u306eWarsh\u8b70\u9577\u8b1b\u6f14\u3001\u7c7310\u5e74\u50b5\u3001\u539f\u6cb990\u30c9\u30eb\u3001\u30c9\u30eb\u3092\u78ba\u8a8d\u3057\u306a\u304c\u3089\u3001\u73fe\u7269\u9700\u8981\u306e\u5f37\u3055\u304c\u91d1\u878d\u74b0\u5883\u306e\u9006\u98a8\u3092\u5438\u53ce\u3067\u304d\u308b\u304b\u3092\u898b\u308b\u5c40\u9762\u3067\u3059\u3002<\/p>\n\n\n\n

\u6628\u65e5\u307e\u3067\u3068\u306e\u5dee\u5206<\/h2>\n\n\n\n
    \n
  • AI<\/strong>\uff1a\u6628\u65e5\u306fNVIDIA\u306e\u597d\u6c7a\u7b97\u5f8c\u306b\u682a\u4fa1\u304c\u4e0b\u843d\u3057\u3066\u3044\u307e\u3057\u305f\u3002\u4eca\u65e5\u306f\u7c73\u901a\u5e38\u53d6\u5f15\u3067\u7d048.7%\u4e0a\u6607\u3057\u3001Salesforce\u3001CrowdStrike\u306b\u3082\u8cb7\u3044\u304c\u5e83\u304c\u308a\u307e\u3057\u305f\u3002\u9700\u8981\u306e\u5f37\u3055\u304c\u534a\u5c0e\u4f53\u304b\u3089\u4f01\u696d\u5411\u3051AI\u306e\u7d99\u7d9a\u53ce\u5165\u3078\u5e83\u304c\u3063\u3066\u78ba\u8a8d\u3055\u308c\u307e\u3057\u305f\u3002<\/li>\n\n\n\n
  • \u65e5\u672c\u682a<\/strong>\uff1a\u65e5\u7d4c\u5e73\u5747\u306f\u9ad8\u5024\u304b\u3089\u53cd\u843d\u3057\u307e\u3057\u305f\u304c\u3001TOPIX\u3068\u30b0\u30ed\u30fc\u30b9\u6307\u6570\u306f\u4e0a\u6607\u3057\u307e\u3057\u305f\u3002AI\u95a2\u9023\u3092\u4e00\u62ec\u3057\u3066\u8cb7\u3046\u6bb5\u968e\u304b\u3089\u3001\u53d7\u6ce8\u3001\u8a55\u4fa1\u3001\u6307\u6570\u30a6\u30a7\u30a4\u30c8\u306b\u3088\u308b\u9078\u5225\u3078\u9032\u3093\u3067\u3044\u307e\u3059\u3002<\/li>\n\n\n\n
  • Blockchain<\/strong>\uff1aETF\u306f8\u55b6\u696d\u65e5\u9023\u7d9a\u6d41\u5165\u3078\u5ef6\u3073\u3001BTC\u306f8\u4e07\u30c9\u30eb\u3092\u56de\u5fa9\u3057\u307e\u3057\u305f\u3002Fear & Greed\u306f71\u3078\u4e0a\u6607\u3057\u3001\u6628\u65e5\u3088\u308a\u697d\u89b3\u304c\u5f37\u307e\u3063\u3066\u3044\u307e\u3059\u3002<\/li>\n\n\n\n
  • Capital<\/strong>\uff1aFed\u9ad8\u5b98\u306e\u5229\u4e0a\u3052\u767a\u8a00\u3068Brent\u306e\u53cd\u767a\u304c\u52a0\u308f\u308a\u307e\u3057\u305f\u3002\u682a\u9ad8\u3068\u6697\u53f7\u8cc7\u7523\u9ad8\u306f\u78ba\u8a8d\u3067\u304d\u307e\u3057\u305f\u304c\u3001\u91d1\u878d\u74b0\u5883\u305d\u306e\u3082\u306e\u304c\u7de9\u548c\u3057\u305f\u308f\u3051\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002<\/li>\n<\/ul>\n\n\n\n

    BTC\u306e\u6761\u4ef6\u4ed8\u304d\u4fa1\u683c\u30b7\u30ca\u30ea\u30aa<\/h2>\n\n\n\n

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

    BTC\u304c8\u4e07\u30c9\u30eb\u3092\u7dad\u6301\u3057\u300124\u6642\u9593\u9ad8\u50248\u4e07793\u30c9\u30eb\u3068\u76f4\u8fd1\u9ad8\u5024\u5e2f8\u4e071,104\uff5e8\u4e071,238\u30c9\u30eb\u3092\u4e0a\u629c\u3044\u3066\u5b9a\u7740\u3059\u308b\u30b1\u30fc\u30b9\u3067\u3059\u3002<\/p>\n\n\n\n

    8\u670827\u65e5\u5206\u306eETF\u3082\u7d14\u6d41\u5165\u3067\u3001Funding\u3068Open Interest\u304c\u6025\u5897\u305b\u305a\u3001Warsh\u8b70\u9577\u8b1b\u6f14\u5f8c\u306b\u7c73\u9577\u671f\u91d1\u5229\u304c\u843d\u3061\u7740\u3051\u3070\u3001\u73fe\u7269\u9700\u8981\u3092\u4f34\u3046\u4e0a\u6607\u3068\u8a55\u4fa1\u3057\u3084\u3059\u304f\u306a\u308a\u307e\u3059\u3002<\/p>\n\n\n\n

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

    7\u4e078,565\uff5e8\u4e071,200\u30c9\u30eb\u3092\u4e2d\u5fc3\u306b\u6301\u3061\u5408\u3046\u5c55\u958b\u3067\u3059\u3002<\/p>\n\n\n\n

    ETF\u6d41\u5165\u304c\u4e0b\u5024\u3092\u652f\u3048\u308b\u4e00\u65b9\u30018\u4e07\u30c9\u30eb\u53f0\u3067\u306f\u5229\u76ca\u78ba\u5b9a\u304c\u51fa\u307e\u3059\u3002Fear & Greed\u304c71\u3078\u4e0a\u6607\u3057\u3066\u3044\u308b\u305f\u3081\u3001\u6628\u65e5\u3088\u308a\u4e0a\u65b9\u5411\u3092\u8a66\u3057\u3084\u3059\u3044\u4e00\u65b9\u3001\u77ed\u671f\u306e\u697d\u89b3\u3082\u623b\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n

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

    24\u6642\u9593\u5b89\u50247\u4e078,565\u30c9\u30eb\u3092\u5272\u308a\u30018\u670827\u65e5\u5206\u306eETF\u304c\u6d41\u51fa\u3078\u8ee2\u3058\u308b\u30b1\u30fc\u30b9\u3067\u3059\u3002<\/p>\n\n\n\n

    \u7c73\u91d1\u5229\u4e0a\u6607\u3001\u30c9\u30eb\u9ad8\u3001Brent90\u30c9\u30eb\u8d85\u304c\u91cd\u306a\u308c\u3070\u3001\u6b21\u306f7\u4e077,650\u30c9\u30eb\u3001\u305d\u306e\u4e0b\u3067\u306f7\u4e075,000\uff5e7\u4e076,000\u30c9\u30eb\u5e2f\u3092\u78ba\u8a8d\u3057\u307e\u3059\u3002ETF\u6d41\u5165\u304c\u7d9a\u304f\u9650\u308a\u3001\u4e00\u6642\u7684\u306a\u4fa1\u683c\u4e0b\u843d\u3060\u3051\u3067\u4e2d\u671f\u30c8\u30ec\u30f3\u30c9\u306e\u8ee2\u63db\u3068\u306f\u5224\u65ad\u3057\u307e\u305b\u3093\u3002<\/p>\n\n\n\n

    ETH\u306f2,505\u30c9\u30eb\u524d\u5f8c\u3068ETF\u6d41\u5165\u3092\u78ba\u8a8d\u3067\u304d\u307e\u3057\u305f\u304c\u3001Funding\u3084Open Interest\u306a\u3069\u304c\u4e0d\u8db3\u3057\u3066\u3044\u308b\u305f\u3081\u3001\u4eca\u56de\u306f\u72ec\u7acb\u3057\u305f\u4fa1\u683c\u30b7\u30ca\u30ea\u30aa\u3092\u8a2d\u5b9a\u3057\u307e\u305b\u3093\u3002<\/p>\n\n\n\n

    Take-home message<\/h2>\n\n\n\n
      \n
    • NVIDIA\u306f\u7c73\u901a\u5e38\u53d6\u5f15\u3067\u7d048.7%\u4e0a\u6607\u3057\u3001\u4f01\u696d\u5411\u3051AI\u3068\u30b5\u30a4\u30d0\u30fc\u682a\u306b\u3082\u8cb7\u3044\u304c\u5e83\u304c\u308a\u307e\u3057\u305f\u3002AI\u6295\u8cc7\u306fGPU\u3060\u3051\u3067\u306a\u304f\u3001\u7d99\u7d9a\u53ce\u5165\u3001HBM\u3001\u56fd\u5185\u8a2d\u5099\u6295\u8cc7\u3067\u78ba\u8a8d\u3059\u308b\u6bb5\u968e\u3067\u3059\u3002<\/li>\n\n\n\n
    • \u65e5\u672c\u682a\u3067\u306f\u65e5\u7d4c\u5e73\u5747\u304c\u53cd\u843d\u3057\u3066\u3082TOPIX\u3068\u30b0\u30ed\u30fc\u30b9\u6307\u6570\u306f\u4e0a\u6607\u3057\u307e\u3057\u305f\u3002NVIDIA\u95a2\u9023\u3092\u4e00\u62ec\u8a55\u4fa1\u305b\u305a\u3001\u53d7\u6ce8\u3001\u5229\u76ca\u7387\u3001\u6295\u8cc7\u5b9f\u884c\u6642\u671f\u3067\u5206\u3051\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002<\/li>\n\n\n\n
    • BTC\u306f8\u4e07\u30c9\u30eb\u3092\u56de\u5fa9\u3057\u3001ETF\u306f8\u55b6\u696d\u65e5\u9023\u7d9a\u6d41\u5165\u3067\u3059\u3002\u6b21\u306f8\u670827\u65e5\u5206\u306eETF\u30018\u4e07793\uff5e8\u4e071,238\u30c9\u30eb\u3001Warsh\u8b70\u9577\u8b1b\u6f14\u5f8c\u306e\u91d1\u5229\u3068\u539f\u6cb9\u3092\u7d44\u307f\u5408\u308f\u305b\u3066\u5224\u65ad\u3057\u307e\u3059\u3002<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"

      \u4eca\u65e5\u306e\u7d50\u8ad6\u306f\u3001AI\u9700\u8981\u306e\u5f37\u3055\u304cNVIDIA\u306e\u6c7a\u7b97\u6570\u5b57\u3060\u3051\u3067\u306a\u304f\u3001\u7c73\u56fd\u682a\u306e\u5024\u52d5\u304d\u3001\u4f01\u696d\u5411\u3051\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u3001HBM\u3001\u56fd\u5185\u30e1\u30e2\u30ea\u30fc\u6295\u8cc7\u307e\u3067\u5e83\u304c\u3063\u3066\u78ba\u8a8d\u3055\u308c\u305f\u3068\u3044\u3046\u3053\u3068\u3067\u3059\u3002\u4e00\u65b9\u3001\u8cc7\u91d1\u304c\u5e02\u5834\u5168\u4f53\u3078\u5747\u7b49\u306b\u6d41\u308c\u3066\u3044\u308b\u308f\u3051\u3067\u306f\u3042\u308a\u307e\u305b\u3093<\/p>\n","protected":false},"author":1,"featured_media":412,"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":[48,204,158,157,13,213,216,215,102,49,51],"class_list":["post-411","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-category-5","tag-ai","tag-hbm","tag-nvidia","tag-157","tag-13","tag-213","tag-216","tag-215","tag-etf","tag-49","tag-51"],"_links":{"self":[{"href":"https:\/\/www.nexus-assetbase.com\/index.php?rest_route=\/wp\/v2\/posts\/411","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=411"}],"version-history":[{"count":1,"href":"https:\/\/www.nexus-assetbase.com\/index.php?rest_route=\/wp\/v2\/posts\/411\/revisions"}],"predecessor-version":[{"id":413,"href":"https:\/\/www.nexus-assetbase.com\/index.php?rest_route=\/wp\/v2\/posts\/411\/revisions\/413"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.nexus-assetbase.com\/index.php?rest_route=\/wp\/v2\/media\/412"}],"wp:attachment":[{"href":"https:\/\/www.nexus-assetbase.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=411"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.nexus-assetbase.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=411"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.nexus-assetbase.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=411"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}