{"id":420,"date":"2026-08-29T23:49:12","date_gmt":"2026-08-29T14:49:12","guid":{"rendered":"https:\/\/www.nexus-assetbase.com\/?p=420"},"modified":"2026-08-30T02:03:32","modified_gmt":"2026-08-29T17:03:32","slug":"warsh%e8%ad%b0%e9%95%b7%e3%81%8c%e5%88%a9%e4%b8%8a%e3%81%92%e3%82%92%e7%a4%ba%e5%94%86%e3%80%81btc%e3%81%af7-7%e4%b8%87%e3%83%89%e3%83%ab%e5%8f%b0%e2%80%95%e2%80%95etf%e6%b5%81%e5%85%a5%e3%81%a8ai","status":"publish","type":"post","link":"https:\/\/www.nexus-assetbase.com\/?p=420","title":{"rendered":"Warsh\u8b70\u9577\u304c\u5229\u4e0a\u3052\u3092\u793a\u5506\u3001BTC\u306f7.7\u4e07\u30c9\u30eb\u53f0\u2015\u2015ETF\u6d41\u5165\u3068AI\u6295\u8cc7\u306e\u300c\u8cc7\u91d1\u306e\u8cea\u300d\u3092\u8aad\u3080"},"content":{"rendered":"\n

\u4eca\u65e5\u306e\u7d50\u8ad6\u306f\u3001AI\u9700\u8981\u3084\u6697\u53f7\u8cc7\u7523\u3078\u306e\u73fe\u7269\u8cc7\u91d1\u304c\u6d88\u3048\u305f\u308f\u3051\u3067\u306f\u306a\u3044\u4e00\u65b9\u3001\u91d1\u5229\u4e0a\u6607\u3092\u5438\u53ce\u3067\u304d\u308b\u3060\u3051\u306e\u5229\u76ca\u3001\u8cc7\u91d1\u8abf\u9054\u529b\u3001\u8cb7\u3044\u9700\u8981\u304c\u3042\u308b\u304b\u3092\u5e02\u5834\u304c\u6539\u3081\u3066\u9078\u5225\u3057\u59cb\u3081\u305f\u3068\u3044\u3046\u3053\u3068\u3067\u3059\u3002<\/p>\n\n\n\n

Warsh FRB\u8b70\u9577\u306fJackson Hole\u8b1b\u6f14\u3067\u3001\u30a4\u30f3\u30d5\u30ec\u304c2%\u3078\u5341\u5206\u660e\u78ba\u304b\u3064\u901f\u3084\u304b\u306b\u623b\u3089\u306a\u3051\u308c\u3070\u3001Fed\u306b\u306f\u300c\u306a\u3059\u3079\u304d\u4ed5\u4e8b\u304c\u3042\u308b\u300d\u3068\u8868\u660e\u3057\u307e\u3057\u305f\u30029\u6708\u5229\u4e0a\u3052\u306e\u5e02\u5834\u78ba\u7387\u306f\u8b1b\u6f14\u524d\u306e\u7d0435\uff5e40%\u304b\u3089\u7d0458\uff5e60%\u3078\u4e0a\u6607\u3002\u7c732\u5e74\u50b5\u5229\u56de\u308a\u3068\u30c9\u30eb\u304c\u4e0a\u304c\u308a\u3001BTC\u306f7\u4e077,000\u30c9\u30eb\u53f0\u3001NVIDIA\u306f\u524d\u65e5\u306e8.7%\u9ad8\u304b\u30894.6%\u5b89\u3078\u53cd\u843d\u3057\u307e\u3057\u305f\u3002<\/p>\n\n\n\n

\u305f\u3060\u3057\u30018\u670827\u65e5\u306eBTC\u30fbETH\u73fe\u7269ETF\u306f\u5408\u8a084\u51046,810\u4e07\u30c9\u30eb\u306e\u7d14\u6d41\u5165\u3067\u3001\u4e21\u65b9\u3068\u30829\u55b6\u696d\u65e5\u9023\u7d9a\u306e\u6d41\u5165\u3067\u3059\u3002\u3053\u306e\u8a18\u4e8b\u3067\u306f\u3001\u8cc7\u91d1\u6d41\u5165\u304c\u7d9a\u3044\u3066\u3082\u4fa1\u683c\u304c\u4e0b\u304c\u308b\u7406\u7531\u3068\u3001AI\u6295\u8cc7\u306e\u3069\u3053\u3067\u5229\u76ca\u304c\u751f\u307e\u308c\u3066\u3044\u308b\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><\/thead>
BTC<\/td>77,361\u30c9\u30eb<\/td>8\u670829\u65e5<\/td><\/tr>
BTC 24\u6642\u9593\u9ad8\u5024\uff0f\u5b89\u5024<\/td>81,282\uff0f76,962\u30c9\u30eb<\/td>\u540c\u6642\u70b9<\/td><\/tr>
ETH<\/td>2,428.83\u30c9\u30eb<\/td>\u540c\u6642\u70b9<\/td><\/tr>
ETH 24\u6642\u9593\u9ad8\u5024\uff0f\u5b89\u5024<\/td>2,532.17\uff0f2,418.11\u30c9\u30eb<\/td>\u540c\u6642\u70b9<\/td><\/tr>
Crypto Fear & Greed<\/td>73\uff08Greed\uff09<\/td>\u524d\u65e571<\/td><\/tr>
BTC\u73fe\u7269ETF<\/td>\uff0b2.423\u5104\u30c9\u30eb<\/td>8\u670827\u65e5\u5206\u30019\u55b6\u696d\u65e5\u9023\u7d9a\u6d41\u5165<\/td><\/tr>
ETH\u73fe\u7269ETF<\/td>\uff0b2.258\u5104\u30c9\u30eb<\/td>8\u670827\u65e5\u5206\u30019\u55b6\u696d\u65e5\u9023\u7d9a\u6d41\u5165<\/td><\/tr>
BTC\u30fbETH ETF\u5408\u8a08<\/td>\uff0b4.681\u5104\u30c9\u30eb<\/td>8\u670828\u65e5\u5206\u306f\u672a\u53cd\u6620<\/td><\/tr>
S&P500<\/td>7,711.76\u3001\uff0d0.25%<\/td>8\u670828\u65e5\u7d42\u5024<\/td><\/tr>
Nasdaq\u7dcf\u5408<\/td>26,402.42\u3001\uff0d0.52%<\/td>\u540c\u65e5\u7d42\u5024<\/td><\/tr>
NVIDIA<\/td>217.55\u30c9\u30eb\u3001\uff0d4.6%<\/td>\u540c\u65e5\u7d42\u5024\u8fd1\u8fba<\/td><\/tr>
\u7c732\u5e74\u50b5\u5229\u56de\u308a<\/td>4.31%\u524d\u5f8c<\/td>Warsh\u8b1b\u6f14\u5f8c<\/td><\/tr>
\u7c7310\u5e74\u50b5\u5229\u56de\u308a<\/td>4.69%\u524d\u5f8c<\/td>\u540c\u6642\u70b9<\/td><\/tr>
\u91d1\u73fe\u7269<\/td>4,567\u30c9\u30eb\u524d\u5f8c\u3001\u7d043%\u5b89<\/td>8\u670828\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\u306f71\u304b\u308973\u3078\u4e0a\u6607\u3057\u307e\u3057\u305f\u3002Alternative.me<\/a><\/p>\n\n\n\n

8\u670828\u65e5\u5206\u306e\u7c73\u73fe\u7269ETF\u306f\u3001\u4f5c\u6210\u6642\u70b9\u3067\u5168\u5546\u54c1\u304c\u672a\u53cd\u6620\u3067\u3059\u3002\u8868\u793a\u4e0a\u306e\u300c0.0\u300d\u306f\u6d41\u5165\u30bc\u30ed\u3067\u306f\u3042\u308a\u307e\u305b\u3093\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

Warsh\u8b70\u9577\u304c\u300c\u7269\u4fa1\u6700\u512a\u5148\u300d\u3092\u660e\u78ba\u306b\u3057\u305f<\/h2>\n\n\n\n

9\u6708\u5229\u4e0a\u3052\u304c\u518d\u3073\u4e94\u5206\u4e94\u5206\u3092\u4e0a\u56de\u3063\u305f<\/h3>\n\n\n\n

Warsh\u8b70\u9577\u306f\u3001\u8db3\u5143\u306e\u30a4\u30f3\u30d5\u30ec\u6539\u5584\u306f\u9650\u5b9a\u7684\u3067\u3001\u91d1\u878d\u653f\u7b56\u306e\u4e3b\u773c\u306f\u7269\u4fa1\u306b\u7f6e\u304f\u3079\u304d\u3060\u3068\u8aac\u660e\u3057\u307e\u3057\u305f\u30027\u6708PCE\u306f\u524d\u5e74\u6bd43.7%\u3001\u69cb\u6210\u54c1\u76ee\u306e\u7d04\u534a\u5206\u304c\u5e74\u73873%\u8d85\u3067\u4e0a\u6607\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n

\u5177\u4f53\u7684\u306a\u5229\u4e0a\u3052\u5ba3\u8a00\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u304c\u3001\u30a4\u30f3\u30d5\u30ec\u304c\u5341\u5206\u901f\u304f\u4e0b\u304c\u3089\u306a\u3051\u308c\u3070\u77ed\u671f\u91d1\u5229\u3067\u5bfe\u5fdc\u3059\u308b\u5224\u65ad\u8ef8\u3092\u660e\u78ba\u306b\u3057\u307e\u3057\u305f\u30029\u6708\u5229\u4e0a\u3052\u78ba\u7387\u306f\u7d0458\uff5e60%\u3001\u7c732\u5e74\u50b5\u306f4.31%\u524d\u5f8c\u3001\u30c9\u30eb\u6307\u6570\u306f99.6\u524d\u5f8c\u3078\u4e0a\u6607\u3057\u307e\u3057\u305f\u3002FRB\u516c\u5f0f\u8b1b\u6f14<\/a>\uff0fReuters<\/a><\/p>\n\n\n\n

\u524d\u65e5\u306eAI\u682a\u9ad8\u306f\u4e00\u65e5\u3067\u5dfb\u304d\u623b\u3055\u308c\u305f<\/h3>\n\n\n\n

\u7c73\u56fd\u682a\u306fS&P500\u304c0.25%\u5b89\u3001Nasdaq\u304c0.52%\u5b89\u3002NVIDIA\u306f\u524d\u65e5\u306e\u7d048.7%\u9ad8\u304b\u30894.6%\u5b89\u3001Marvell\u306f10.3%\u5b89\u3067\u3057\u305f\u3002AI\u9700\u8981\u305d\u306e\u3082\u306e\u3088\u308a\u3001\u5272\u5f15\u7387\u4e0a\u6607\u3067\u9ad8\u6210\u9577\u3092\u5148\u306b\u7e54\u308a\u8fbc\u3093\u3060\u9298\u67c4\u306e\u5229\u76ca\u78ba\u5b9a\u304c\u51fa\u305f\u5f62\u3067\u3059\u3002Reuters\u30fb\u7c73\u56fd\u682a\u7d42\u5024<\/a><\/p>\n\n\n\n

\u91d1\u3082\u7d043%\u4e0b\u843d\u3057\u307e\u3057\u305f\u3002\u682a\u3001\u6697\u53f7\u8cc7\u7523\u3001\u91d1\u304c\u4e0b\u304c\u308a\u3001\u77ed\u671f\u50b5\u3068\u30c9\u30eb\u304c\u4e0a\u304c\u3063\u305f\u305f\u3081\u3001\u4eca\u56de\u306f\u91d1\u878d\u653f\u7b56\u306e\u518d\u8a55\u4fa1\u304c\u4e2d\u5fc3\u3067\u3059\u3002Reuters\u30fb\u91d1\u5e02\u5834<\/a><\/p>\n\n\n\n

ETF\u306f9\u55b6\u696d\u65e5\u9023\u7d9a\u6d41\u5165\u3001\u305d\u308c\u3067\u3082BTC\u306f7.7\u4e07\u30c9\u30eb\u53f0<\/h2>\n\n\n\n

\u73fe\u7269\u9700\u8981\u306f\u7d9a\u3044\u3066\u3044\u308b<\/h3>\n\n\n\n

8\u670827\u65e5\u306e\u7c73BTC\u73fe\u7269ETF\u306f2\u51044,230\u4e07\u30c9\u30eb\u3001ETH\u73fe\u7269ETF\u306f2\u51042,580\u4e07\u30c9\u30eb\u306e\u7d14\u6d41\u5165\u3067\u3057\u305f\u3002\u5408\u8a08\u306f4\u51046,810\u4e07\u30c9\u30eb\u3067\u3001\u4e21ETF\u3068\u30828\u670817\u65e5\u304b\u30899\u55b6\u696d\u65e5\u9023\u7d9a\u306e\u6d41\u5165\u3067\u3059\u3002<\/p>\n\n\n\n

BTC\u3067\u306fIBIT\u306b2\u51047,760\u4e07\u30c9\u30eb\u304c\u6d41\u5165\u3059\u308b\u4e00\u65b9\u3001FBTC\u3068GBTC\u306f\u6d41\u51fa\u3002ETH\u3067\u306fETHA\u306b1\u51043,020\u4e07\u30c9\u30eb\u3001FETH\u306b5,620\u4e07\u30c9\u30eb\u304c\u5165\u308a\u307e\u3057\u305f\u3002\u6a5f\u95a2\u6295\u8cc7\u5bb6\u306e\u9700\u8981\u306f\u9014\u5207\u308c\u3066\u3044\u307e\u305b\u3093\u3002<\/p>\n\n\n\n

ETF\u6d41\u5165\u306f\u5fc5\u8981\u6761\u4ef6\u3067\u3082\u3001\u4e0a\u6607\u306e\u4fdd\u8a3c\u3067\u306f\u306a\u3044<\/h3>\n\n\n\n

BTC\u306f\u4e00\u66428\u4e071,282\u30c9\u30eb\u307e\u3067\u4e0a\u6607\u3057\u305f\u5f8c\u30017\u4e077,361\u30c9\u30eb\u524d\u5f8c\u307e\u3067\u4e0b\u843d\u3057\u307e\u3057\u305f\u3002ETF\u304c\u8cb7\u3063\u3066\u3044\u3066\u3082\u3001\u65e2\u5b58\u4fdd\u6709\u8005\u306e\u58f2\u5374\u3001\u30c7\u30ea\u30d0\u30c6\u30a3\u30d6\u8abf\u6574\u3001\u30c9\u30eb\u9ad8\u304c\u4e0a\u56de\u308c\u3070\u4fa1\u683c\u306f\u4e0b\u304c\u308a\u307e\u3059\u3002<\/p>\n\n\n\n

Funding\u3001Open Interest\u3001\u6e05\u7b97\u3001\u73fe\u7269CVD\u3092\u540c\u6642\u70b9\u3067\u78ba\u8a8d\u3067\u304d\u305a\u3001\u4e0b\u843d\u306e\u8cea\u306f\u65ad\u5b9a\u3067\u304d\u307e\u305b\u3093\u3002\u4e00\u65b9\u30018\u4e07\u30c9\u30eb\u3092\u7dad\u6301\u3067\u304d\u306a\u3044\u306a\u304bFear & Greed\u306f73\u3078\u4e0a\u6607\u3057\u3066\u304a\u308a\u3001\u77ed\u671f\u306e\u697d\u89b3\u306f\u6b8b\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n

AI\u6295\u8cc7\u306f\u3001\u9700\u8981\u306e\u5f37\u3055\u304b\u3089\u5229\u76ca\u3068\u8cc7\u672c\u52b9\u7387\u306e\u78ba\u8a8d\u3078<\/h2>\n\n\n\n

CXMT\u306f\u30e1\u30e2\u30ea\u30fc\u9700\u8981\u3092\u5b9f\u969b\u306e\u5229\u76ca\u3078\u5909\u3048\u305f<\/h3>\n\n\n\n

\u4e2d\u56fd\u306eDRAM\u5927\u624bCXMT\u306f\u3001\u4e0a\u671f\u58f2\u4e0a\u9ad8\u304c873.64%\u5897\u306e1,503\u5104\u5143\u3001\u7d14\u5229\u76ca\u304c776\u5104\u5143\u3068\u306a\u308a\u3001\u524d\u5e74\u306e23\u5104\u5143\u8d64\u5b57\u304b\u3089\u9ed2\u5b57\u8ee2\u63db\u3057\u307e\u3057\u305f\u3002DRAM\u4e0d\u8db3\u306f2026\u5e74\u5f8c\u534a\u3082\u7d9a\u304f\u3068\u4e88\u60f3\u3057\u3001LPDDR6\u30b5\u30f3\u30d7\u30eb\u3082\u51fa\u8377\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n

AI\u9700\u8981\u304c\u30e1\u30e2\u30ea\u30fc\u4fa1\u683c\u3068\u5229\u76ca\u3078\u3064\u306a\u304c\u3063\u305f\u4f8b\u3067\u3059\u304c\u3001\u8f38\u51fa\u898f\u5236\u306b\u3088\u308b\u4f9b\u7d66\u7db2\u30ea\u30b9\u30af\u306f\u6b8b\u308a\u307e\u3059\u3002Reuters<\/a><\/p>\n\n\n\n

\u8cc7\u91d1\u8abf\u9054\u3068\u904b\u7528\u52b9\u7387\u3067\u306f\u9078\u5225\u304c\u9032\u3080<\/h3>\n\n\n\n

Marvell\u306f\u58f2\u4e0a37%\u5897\u3001\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u58f2\u4e0a46%\u5897\u3001\u898b\u901a\u3057\u3082\u4e88\u60f3\u8d85\u3048\u3067\u3057\u305f\u304c\u3001\u682a\u4fa1\u306f10.3%\u4e0b\u843d\u3057\u307e\u3057\u305f\u3002\u5e02\u5834\u306f\u9700\u8981\u306e\u6709\u7121\u3088\u308a\u3001Google\u95a2\u9023\u58f2\u4e0a\u306e\u7acb\u3061\u4e0a\u304c\u308a\u3068\u4e8b\u524d\u671f\u5f85\u3092\u898b\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n

NVIDIA\u306b\u3088\u308b\u5c0f\u898f\u6a21AI\u30af\u30e9\u30a6\u30c9\u5411\u3051\u53ce\u76ca\u5206\u914d\u578b\u5951\u7d04\u306e\u4e00\u90e8\u505c\u6b62\u5831\u9053\u3082\u3001\u9867\u5ba2\u91d1\u878d\u306e\u8cea\u3092\u78ba\u8a8d\u3059\u308b\u6750\u6599\u3067\u3059\u3002\u4fe1\u7528\u88dc\u5b8c\u304c\u8907\u96d1\u306b\u306a\u308b\u307b\u3069\u3001\u5faa\u74b0\u53d6\u5f15\u3084\u7af6\u4e89\u6cd5\u304c\u8a55\u4fa1\u5bfe\u8c61\u306b\u306a\u308a\u307e\u3059\u3002Reuters<\/a><\/p>\n\n\n\n

\u8c6aNextDC\u306f\u5229\u76ca\u4e88\u60f3\u3092\u4e0a\u56de\u308b\u4e00\u65b9\u3001\u6c34\u30fb\u96fb\u529b\u52b9\u7387\u304c3\u5e74\u9023\u7d9a\u3067\u60aa\u5316\u3002Lidl\u89aa\u4f1a\u793e\u306f2033\u5e74\u307e\u3067\u306b\u6700\u592765\u5104\u30c9\u30eb\u3001240MW\u306e\u65bd\u8a2d\u3092\u8a08\u753b\u3057\u3066\u3044\u307e\u3059\u3002\u6295\u8cc7\u984d\u306b\u52a0\u3048\u3001\u901a\u96fb\u3001\u51b7\u5374\u3001\u7a3c\u50cd\u7387\u307e\u3067\u898b\u308b\u6bb5\u968e\u3067\u3059\u3002<\/p>\n\n\n\n

\u4e2d\u592e\u9280\u884c\u3068\u653f\u5e9c\u304c\u5e02\u5834\u30a4\u30f3\u30d5\u30e9\u3078\u76f4\u63a5\u95a2\u4e0e\u3059\u308b<\/h2>\n\n\n\n

ECB\u306f\u4e2d\u592e\u9280\u884c\u30de\u30cd\u30fc\u306e\u30aa\u30f3\u30c1\u30a7\u30fc\u30f3\u5316\u3092\u63d0\u5531<\/h3>\n\n\n\n

ECB\u306eSchnabel\u7406\u4e8b\u306f\u3001\u4e2d\u592e\u9280\u884c\u6e96\u5099\u3092\u30d7\u30ed\u30b0\u30e9\u30e0\u53ef\u80fd\u306a\u8cc7\u7523\u3068\u3057\u3066\u30aa\u30f3\u30c1\u30a7\u30fc\u30f3\u5316\u3057\u3001\u91d1\u878d\u653f\u7b56\u3001\u62c5\u4fdd\u7ba1\u7406\u3001\u6d41\u52d5\u6027\u4f9b\u7d66\u3092\u8fd1\u4ee3\u5316\u3059\u3079\u304d\u3060\u3068\u63d0\u5531\u3057\u307e\u3057\u305f\u3002<\/p>\n\n\n\n

ECB\u306fPontes\u3067DLT\u3068\u65e2\u5b58\u6c7a\u6e08\u57fa\u76e4\u3092\u63a5\u7d9a\u3057\u3001Appia\u3067\u5358\u4e00\u53f0\u5e33\u307e\u305f\u306f\u76f8\u4e92\u904b\u7528\u578b\u53f0\u5e33\u3092\u691c\u8a0e\u3057\u3066\u3044\u307e\u3059\u3002Pontes\u306f2026\u5e74\u7b2c3\u56db\u534a\u671f\u306e\u958b\u59cb\u4e88\u5b9a\u3067\u3059\u3002ECB\u516c\u5f0f\u8b1b\u6f14<\/a><\/p>\n\n\n\n

\u6697\u53f7\u8cc7\u7523\u3078\u306e\u76f4\u63a5\u7684\u306a\u8cb7\u3044\u6750\u6599\u3067\u306f\u306a\u304f\u3001\u4e2d\u592e\u9280\u884c\u30de\u30cd\u30fc\u3092\u30c8\u30fc\u30af\u30f3\u5316\u91d1\u878d\u306e\u6c7a\u6e08\u57fa\u76e4\u306b\u7f6e\u304f\u69cb\u60f3\u3067\u3059\u3002\u9280\u884c\u3001\u8a3c\u5238\u6c7a\u6e08\u3001\u30c8\u30fc\u30af\u30f3\u5316\u50b5\u5238\u306b\u306f\u4e2d\u9577\u671f\u306e\u5236\u5ea6\u5909\u66f4\u3068\u306a\u308a\u307e\u3059\u3002<\/p>\n\n\n\n

\u65e5\u672c\u3067\u306f\u70ba\u66ff\u4ecb\u5165\u3068\u8ca1\u653f\u306e\u4e21\u65b9\u304c\u7126\u70b9<\/h3>\n\n\n\n

\u65e5\u672c\u306e7\u670830\u65e5\uff5e8\u670826\u65e5\u306e\u5186\u8cb7\u3044\u4ecb\u5165\u984d\u306f\u904e\u53bb\u6700\u5927\u306e15.4\u5146\u5186\u3002\u5186\u306f164\u5186\u8fd1\u8fba\u304b\u3089\u4e00\u6642155.20\u5186\u307e\u3067\u4e0a\u6607\u5f8c\u3001159\u5186\u53f0\u3078\u623b\u308a\u307e\u3057\u305f\u3002Reuters\uff0f\u8ca1\u52d9\u7701\u30c7\u30fc\u30bf<\/a><\/p>\n\n\n\n

FY2027\u306e\u65b0\u898f\u56fd\u50b5\u767a\u884c\u309240\u5146\u5186\u7a0b\u5ea6\u306b\u6291\u3048\u308b\u65b9\u91dd\u3082\u5831\u3058\u3089\u308c\u307e\u3057\u305f\u3002FY2026\u8a08\u753b\u306f32.7\u5146\u5186\u3067\u3059\u3002\u5186\u306e\u65b9\u5411\u306f\u4ecb\u5165\u984d\u3060\u3051\u3067\u306a\u304f\u3001\u56fd\u50b5\u4f9b\u7d66\u30019\u6708\u65e5\u9280\u4f1a\u5408\u3001\u7c73\u56fd\u306e\u5229\u4e0a\u3052\u89b3\u6e2c\u306e\u7d44\u307f\u5408\u308f\u305b\u3067\u898b\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n\n\n\n

\u6628\u65e5\u307e\u3067\u3068\u306e\u5dee\u5206<\/h2>\n\n\n\n
    \n
  • Capital<\/strong>\uff1aFed\u9ad8\u5b98\u306b\u3088\u308b\u500b\u5225\u306e\u5229\u4e0a\u3052\u767a\u8a00\u304b\u3089\u3001Warsh\u8b70\u9577\u81ea\u8eab\u304c\u7269\u4fa1\u6700\u512a\u5148\u3068\u77ed\u671f\u91d1\u5229\u306e\u5f79\u5272\u3092\u660e\u793a\u3059\u308b\u6bb5\u968e\u3078\u9032\u307f\u307e\u3057\u305f\u30029\u6708\u5229\u4e0a\u3052\u78ba\u7387\u306f\u4e94\u5206\u4e94\u5206\u3092\u4e0a\u56de\u3063\u3066\u3044\u307e\u3059\u3002<\/li>\n\n\n\n
  • Blockchain<\/strong>\uff1aETF\u6d41\u5165\u306f8\u55b6\u696d\u65e5\u304b\u30899\u55b6\u696d\u65e5\u3078\u5ef6\u3073\u307e\u3057\u305f\u304c\u3001BTC\u306f8\u4e07\u30c9\u30eb\u304b\u30897\u4e077,000\u30c9\u30eb\u53f0\u3078\u4e0b\u843d\u3057\u307e\u3057\u305f\u3002\u73fe\u7269\u6d41\u5165\u3068\u4fa1\u683c\u306e\u4e56\u96e2\u304c\u62e1\u5927\u3057\u3066\u3044\u307e\u3059\u3002<\/li>\n\n\n\n
  • AI<\/strong>\uff1a\u524d\u65e5\u306fNVIDIA\u3001Salesforce\u3001CrowdStrike\u3078\u8cb7\u3044\u304c\u5e83\u304c\u308a\u307e\u3057\u305f\u3002\u4eca\u65e5\u306fNVIDIA\u3068Marvell\u304c\u53cd\u843d\u3057\u3001\u9700\u8981\u306e\u5f37\u3055\u3060\u3051\u3067\u306a\u304f\u3001\u671f\u5f85\u5024\u3001\u5229\u76ca\u7387\u3001\u9867\u5ba2\u91d1\u878d\u3001\u904b\u7528\u52b9\u7387\u3067\u9078\u5225\u3055\u308c\u307e\u3057\u305f\u3002<\/li>\n\n\n\n
  • \u5e02\u5834\u30a4\u30f3\u30d5\u30e9<\/strong>\uff1aECB\u304c\u4e2d\u592e\u9280\u884c\u30de\u30cd\u30fc\u306e\u30aa\u30f3\u30c1\u30a7\u30fc\u30f3\u5316\u3092\u516c\u5f0f\u306b\u63d0\u5531\u3057\u3001\u30d6\u30ed\u30c3\u30af\u30c1\u30a7\u30fc\u30f3\u306e\u8ad6\u70b9\u304c\u6697\u53f7\u8cc7\u7523\u4fa1\u683c\u304b\u3089\u6a5f\u95a2\u6c7a\u6e08\u3078\u4e00\u6b69\u9032\u307f\u307e\u3057\u305f\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\u56de\u5fa9\u3057\u300124\u6642\u9593\u9ad8\u50248\u4e071,282\u30c9\u30eb\u3092\u4e0a\u629c\u3044\u3066\u5b9a\u7740\u3059\u308b\u30b1\u30fc\u30b9\u3067\u3059\u3002<\/p>\n\n\n\n

    8\u670828\u65e5\u5206\u306eETF\u3082\u7d14\u6d41\u5165\u3068\u306a\u308a\u3001\u7c732\u5e74\u50b5\u304c4.31%\u304b\u3089\u4f4e\u4e0b\u3001\u30c9\u30eb\u6307\u6570\u304c99.5\u3092\u4e0b\u56de\u308c\u3070\u3001Warsh\u8b1b\u6f14\u5f8c\u306e\u58f2\u308a\u3092\u73fe\u7269\u9700\u8981\u304c\u5438\u53ce\u3057\u305f\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\u4e076,960\uff5e8\u4e07\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\u3001\u5229\u4e0a\u3052\u89b3\u6e2c\u3068\u30c9\u30eb\u9ad8\u304c\u4e0a\u5024\u3092\u6291\u3048\u307e\u3059\u3002Fear & Greed\u304c73\u3068\u9ad8\u3044\u305f\u3081\u3001\u4fa1\u683c\u304c\u623b\u3063\u3066\u30828\u4e07\u30c9\u30eb\u524d\u5f8c\u3067\u306f\u5229\u76ca\u78ba\u5b9a\u304c\u51fa\u3084\u3059\u3044\u72b6\u614b\u3067\u3059\u3002<\/p>\n\n\n\n

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

    24\u6642\u9593\u5b89\u50247\u4e076,962\u30c9\u30eb\u3092\u5272\u308a\u30018\u670828\u65e5\u5206\u306eETF\u304c\u6d41\u51fa\u3078\u8ee2\u3058\u308b\u30b1\u30fc\u30b9\u3067\u3059\u3002<\/p>\n\n\n\n

    \u7c732\u5e74\u50b5\u304c4.35%\u3092\u8d85\u3048\u3001\u30c9\u30eb\u6307\u6570\u308299.7\u3092\u4e0a\u56de\u308b\u306a\u3089\u3001\u6b21\u306f7\u4e075,000\uff5e7\u4e076,000\u30c9\u30eb\u5e2f\u3092\u78ba\u8a8d\u3057\u307e\u3059\u3002ETF\u6d41\u5165\u304c\u7d9a\u304f\u5834\u5408\u306f\u3001\u4e00\u6642\u7684\u306a\u4e0b\u843d\u3060\u3051\u3067\u4e2d\u671f\u306e\u73fe\u7269\u9700\u8981\u6d88\u5931\u3068\u306f\u5224\u65ad\u3057\u307e\u305b\u3093\u3002<\/p>\n\n\n\n

    ETH\u306f2,428\u30c9\u30eb\u524d\u5f8c\u307e\u3067\u4e0b\u843d\u3057\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
    • Warsh\u8b70\u9577\u306f\u30a4\u30f3\u30d5\u30ec\u505c\u6ede\u6642\u306e\u8ffd\u52a0\u5229\u4e0a\u3052\u3092\u6700\u3082\u660e\u78ba\u306b\u793a\u5506\u3057\u307e\u3057\u305f\u30029\u6708\u5229\u4e0a\u3052\u78ba\u7387\u3001\u7c732\u5e74\u50b5\u3001\u30c9\u30eb\u304c\u3001AI\u682a\u3068\u6697\u53f7\u8cc7\u7523\u306e\u5171\u901a\u306e\u78ba\u8a8d\u8ef8\u3067\u3059\u3002<\/li>\n\n\n\n
    • BTC\u30fbETH\u73fe\u7269ETF\u306f9\u55b6\u696d\u65e5\u9023\u7d9a\u6d41\u5165\u3067\u3059\u304c\u3001BTC\u306f7\u4e077,000\u30c9\u30eb\u53f0\u3078\u4e0b\u843d\u3057\u307e\u3057\u305f\u3002ETF\u30d5\u30ed\u30fc\u3060\u3051\u3067\u306a\u304f\u3001\u4fa1\u683c\u3001\u91d1\u5229\u3001\u30c7\u30ea\u30d0\u30c6\u30a3\u30d6\u3092\u7d44\u307f\u5408\u308f\u305b\u3066\u5224\u65ad\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002<\/li>\n\n\n\n
    • AI\u9700\u8981\u306fCXMT\u306e\u5229\u76ca\u3067\u78ba\u8a8d\u3067\u304d\u308b\u4e00\u65b9\u3001NVIDIA\u3001Marvell\u3001NextDC\u3067\u306f\u9867\u5ba2\u91d1\u878d\u3001\u671f\u5f85\u5024\u3001\u96fb\u529b\u30fb\u6c34\u52b9\u7387\u304c\u8a55\u4fa1\u3092\u5206\u3051\u3066\u3044\u307e\u3059\u3002<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"

      \u4eca\u65e5\u306e\u7d50\u8ad6\u306f\u3001AI\u9700\u8981\u3084\u6697\u53f7\u8cc7\u7523\u3078\u306e\u73fe\u7269\u8cc7\u91d1\u304c\u6d88\u3048\u305f\u308f\u3051\u3067\u306f\u306a\u3044\u4e00\u65b9\u3001\u91d1\u5229\u4e0a\u6607\u3092\u5438\u53ce\u3067\u304d\u308b\u3060\u3051\u306e\u5229\u76ca\u3001\u8cc7\u91d1\u8abf\u9054\u529b\u3001\u8cb7\u3044\u9700\u8981\u304c\u3042\u308b\u304b\u3092\u5e02\u5834\u304c\u6539\u3081\u3066\u9078\u5225\u3057\u59cb\u3081\u305f\u3068\u3044\u3046\u3053\u3068\u3067\u3059\u3002 Warsh FRB\u8b70\u9577\u306fJackson Hol<\/p>\n","protected":false},"author":1,"featured_media":421,"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":[43,37,94,19,31,217,158,137,51],"class_list":["post-420","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-category-5","tag-ai","tag-bitcoin","tag-btcetf","tag-ethereum","tag-frb","tag-kevin-warsh","tag-nvidia","tag-137","tag-51"],"_links":{"self":[{"href":"https:\/\/www.nexus-assetbase.com\/index.php?rest_route=\/wp\/v2\/posts\/420","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=420"}],"version-history":[{"count":1,"href":"https:\/\/www.nexus-assetbase.com\/index.php?rest_route=\/wp\/v2\/posts\/420\/revisions"}],"predecessor-version":[{"id":422,"href":"https:\/\/www.nexus-assetbase.com\/index.php?rest_route=\/wp\/v2\/posts\/420\/revisions\/422"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.nexus-assetbase.com\/index.php?rest_route=\/wp\/v2\/media\/421"}],"wp:attachment":[{"href":"https:\/\/www.nexus-assetbase.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=420"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.nexus-assetbase.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=420"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.nexus-assetbase.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=420"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}