{"id":539,"date":"2026-09-12T09:51:36","date_gmt":"2026-09-12T00:51:36","guid":{"rendered":"https:\/\/www.nexus-assetbase.com\/?p=539"},"modified":"2026-09-12T09:51:40","modified_gmt":"2026-09-12T00:51:40","slug":"%e5%88%a9%e4%b8%8a%e3%81%92%e7%a2%ba%e7%8e%879%e5%89%b2%e3%81%a7%e3%82%82%e7%b1%b3%e6%a0%aa%e5%8f%8d%e7%99%ba%e2%80%95%e5%8e%9f%e6%b2%b9%e5%8f%8d%e8%90%bd%e3%81%a8ai%e3%82%b5%e3%83%bc%e3%83%90","status":"publish","type":"post","link":"https:\/\/www.nexus-assetbase.com\/?p=539","title":{"rendered":"\u5229\u4e0a\u3052\u78ba\u73879\u5272\u3067\u3082\u7c73\u682a\u53cd\u767a\u2015\u539f\u6cb9\u53cd\u843d\u3068AI\u30b5\u30fc\u30d0\u30fc\u682a\u9ad8\u3001BTC\u306f\u73fe\u7269\u8cc7\u91d1\u3092\u5f85\u3064"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">\u7c738\u6708CPI\u306f\u524d\u6708\u6bd40.4\uff05\u3001\u524d\u5e74\u6bd43.4\uff05\u3068\u306a\u308a\u30019\u6708\u5229\u4e0a\u3052\u78ba\u7387\u306f\u7d049\u5272\u3078\u4e0a\u6607\u3057\u307e\u3057\u305f\u3002\u305d\u308c\u3067\u3082S&amp;P500\u306f0.86\uff05\u9ad8\u3001Nasdaq\u306f0.96\uff05\u9ad8\u3067\u3059\u3002\u30a4\u30f3\u30d5\u30ec\u61f8\u5ff5\u304c\u89e3\u3051\u305f\u306e\u3067\u306f\u306a\u304f\u3001Brent\u539f\u6cb9\u304c\u4e00\u6642109.97\u30c9\u30eb\u304b\u3089104.61\u30c9\u30eb\u3078\u53cd\u843d\u3057\u3001AI\u30b5\u30fc\u30d0\u30fc\u682a\u3078\u8cb7\u3044\u304c\u5e83\u304c\u3063\u305f\u3053\u3068\u304c\u53cd\u767a\u3092\u652f\u3048\u307e\u3057\u305f\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u9031\u5358\u4f4d\u3067\u306f\u7c73\u56fd\u682a\u30d5\u30a1\u30f3\u30c9\u304b\u3089322.7\u5104\u30c9\u30eb\u304c\u6d41\u51fa\u3057\u3001\u77ed\u671f\u50b5\u3084\u30de\u30cd\u30fc\u30de\u30fc\u30b1\u30c3\u30c8\u3078\u8cc7\u91d1\u304c\u79fb\u3063\u3066\u3044\u307e\u3059\u3002BTC\u30827\u4e077,000\u30c9\u30eb\u53f0\u3092\u7dad\u6301\u3057\u3066\u3044\u307e\u3059\u304c\u3001\u76f4\u8fd1\u78ba\u5b9a\u306e\u7c73\u73fe\u7269ETF\u306f2.826\u5104\u30c9\u30eb\u306e\u7d14\u6d41\u51fa\u3067\u3059\u3002\u4fa1\u683c\u53cd\u767a\u3068\u8cc7\u91d1\u56de\u5e30\u306f\u5206\u3051\u3066\u5224\u65ad\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u4e3b\u8981\u6307\u6a19<\/strong><\/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>\u78ba\u8a8d\u5024<\/th><th>\u57fa\u6e96\u6642\u70b9\u30fb\u51fa\u5178<\/th><\/tr><\/thead><tbody><tr><td>BTC<\/td><td>77,350\u30c9\u30eb\uff0f24\u6642\u9593\u6bd4\uff0b0.15\uff05<\/td><td>9\/12 6:12 JST\u9803\u30fb<a href=\"https:\/\/www.coinglass.com\/currencies\/BTC\">CoinGlass<\/a><\/td><\/tr><tr><td>ETH<\/td><td>2,536.56\u30c9\u30eb\uff0f24\u6642\u9593\u6bd4\uff0b2.96\uff05<\/td><td>9\/12 6:12 JST\u9803\u30fb<a href=\"https:\/\/www.coinglass.com\/currencies\/ETH\">CoinGlass<\/a><\/td><\/tr><tr><td>BTC\u5148\u7269OI\uff0f24\u6642\u9593\u6e05\u7b97<\/td><td>518.05\u5104\u30c9\u30eb\uff0f2\u51041,162\u4e07\u30c9\u30eb<\/td><td>\u4e3b\u8981\u53d6\u5f15\u6240\u96c6\u8a08\u30019\/12 6:12 JST\u9803\u30fb<a href=\"https:\/\/www.coinglass.com\/currencies\/BTC\">CoinGlass<\/a><\/td><\/tr><tr><td>\u7c73BTC\uff0fETH\u73fe\u7269ETF<\/td><td>9\/10\u53d6\u5f15\u5206\uff1a\uff0d2\u51048,260\u4e07\u30c9\u30eb\uff0f\uff0d2,990\u4e07\u30c9\u30eb<\/td><td>\u76f4\u8fd1\u78ba\u5b9a\u5024\u30029\/11\u53d6\u5f15\u5206\u306f\u7de0\u5207\u6642\u70b9\u3067\u672a\u78ba\u5b9a\u30fb<a href=\"https:\/\/farside.co.uk\/btc\/\">Farside BTC<\/a>\u3001<a href=\"https:\/\/farside.co.uk\/eth\/\">Farside ETH<\/a><\/td><\/tr><tr><td>\u65e5\u7d4c\u5e73\u5747\uff0fTOPIX<\/td><td>64,011.34\uff08\uff0d1.93\uff05\uff09\uff0f4,028.30\uff08\uff0d0.65\uff05\uff09<\/td><td>9\/11\u7d42\u5024\u30fb<a href=\"https:\/\/indexes.nikkei.co.jp\/en\/nkave\/index\/profile?idx=nk225\">\u65e5\u7d4c\u5e73\u5747\u516c\u5f0f<\/a>\u3001<a>Yahoo!\u30d5\u30a1\u30a4\u30ca\u30f3\u30b9 TOPIX<\/a><\/td><\/tr><tr><td>S&amp;P500\uff0fNasdaq\uff0f\u30c0\u30a6<\/td><td>7,656.98\uff08\uff0b0.86\uff05\uff09\uff0f26,333.04\uff08\uff0b0.96\uff05\uff09\uff0f52,573.29\uff08\uff0b0.98\uff05\uff09<\/td><td>\u7c739\/11\u7d42\u5024\u30fb<a href=\"https:\/\/www.reuters.com\/business\/wall-st-futures-recover-oil-slides-ahead-inflation-test-2026-09-11\/\">Reuters<\/a><\/td><\/tr><tr><td>\u7c732\u5e74\uff0f10\u5e74\u91d1\u5229<\/td><td>4.63\uff05\uff0f4.93\uff05<\/td><td>\u7c739\/11\u7d42\u76e4\u300210\u5e74\u306f\u4e00\u66424.9915\uff05\u30fb<a href=\"https:\/\/www.reuters.com\/world\/asia-pacific\/dollar-holds-gains-yen-slips-mideast-energy-shock-deepens-2026-09-11\/\">Reuters \u70ba\u66ff<\/a>\u3001<a href=\"https:\/\/www.reuters.com\/world\/europe\/global-bond-selloff-pushes-10-year-us-yield-toward-5-oil-rate-hike-fears-2026-09-11\/\">Reuters \u50b5\u5238<\/a><\/td><\/tr><tr><td>DXY\uff0f\u30c9\u30eb\u5186<\/td><td>99.12\uff0f153.69\u5186<\/td><td>\u7c739\/11\u7d42\u76e4\u3002\u30c9\u30eb\u5186\u306f\u5186\u9ad8\u65b9\u5411\u30780.45\uff05\u30fb<a href=\"https:\/\/www.reuters.com\/world\/asia-pacific\/dollar-holds-gains-yen-slips-mideast-energy-shock-deepens-2026-09-11\/\">Reuters<\/a><\/td><\/tr><tr><td>Brent\uff0fWTI\u539f\u6cb9<\/td><td>104.61\u30c9\u30eb\uff08\uff0d2.81\uff05\uff09\uff0f100.05\u30c9\u30eb\uff08\uff0d2.37\uff05\uff09<\/td><td>\u7c739\/11\u6e05\u7b97\u5024\u30011\u30d0\u30ec\u30eb\u30fb<a href=\"https:\/\/www.reuters.com\/business\/energy\/oil-prices-set-end-week-over-100-first-time-nearly-4-months-2026-09-11\/\">Reuters<\/a><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u65e5\u672c\u682a\u306f\u7c73CPI\u516c\u8868\u3068\u539f\u6cb9\u53cd\u843d\u3088\u308a\u524d\u306e\u7d42\u5024\u3067\u3059\u3002\u6697\u53f7\u8cc7\u7523\u4fa1\u683c\u306f9\u670812\u65e5\u671d\u3001ETF\u30d5\u30ed\u30fc\u306f9\u670810\u65e5\u53d6\u5f15\u5206\u3067\u3001\u540c\u4e00\u6642\u70b9\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002Farside\u306e9\u670811\u65e5\u6b04\u306f\u672a\u5165\u529b\u306e\u305f\u3081\u3001\u8868\u793a\u4e0a\u306e0.0\u3092\u78ba\u5b9a\u5024\u3068\u3057\u3066\u6271\u3063\u3066\u3044\u307e\u305b\u3093\u3002Funding\u3001\u73fe\u7269CVD\u3001\u30b9\u30c6\u30fc\u30d6\u30eb\u30b3\u30a4\u30f3\u4f9b\u7d66\u306f\u6bd4\u8f03\u53ef\u80fd\u306a\u6700\u65b0\u5024\u3092\u78ba\u8a8d\u3067\u304d\u305a\u3001\u63b2\u8f09\u3057\u3066\u3044\u307e\u305b\u3093\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">CPI\u306e\u52a0\u901f\u3088\u308a\u539f\u6cb9\u53cd\u843d\u304c\u4e00\u65e5\u306e\u30ea\u30b9\u30af\u9078\u597d\u3092\u652f\u3048\u305f<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">\u5229\u4e0a\u3052\u78ba\u73879\u5272\u306f\u5f8c\u9000\u3057\u3066\u3044\u306a\u3044<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u7c738\u6708CPI\u306f\u524d\u6708\u6bd40.4\uff05\u3068\u30017\u6708\u306e0.1\uff05\u304b\u3089\u52a0\u901f\u3057\u3001\u524d\u5e74\u6bd4\u306f3.4\uff05\u3067\u6a2a\u3070\u3044\u3067\u3057\u305f\u3002\u30ac\u30bd\u30ea\u30f3\u304c3.9\uff05\u4e0a\u6607\u3057\u3001\u6708\u9593\u4e0a\u6607\u306e3\u5206\u306e1\u8d85\u3092\u5360\u3081\u3066\u3044\u307e\u3059\u3002\u30b3\u30a2CPI\u306f\u524d\u6708\u6bd40.3\uff05\u3001\u524d\u5e74\u6bd42.4\uff05\u3067\u3059\u3002\u524d\u5e74\u6bd4\u306f\u920d\u5316\u3057\u305f\u3082\u306e\u306e\u3001\u4f4f\u5c45\u8cbb\u306f0.3\uff05\u3001\u8f38\u9001\u30b5\u30fc\u30d3\u30b9\u306f0.5\uff05\u4e0a\u6607\u3057\u3066\u304a\u308a\u3001\u71c3\u6599\u3060\u3051\u306e\u7269\u4fa1\u4e0a\u6607\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002<a href=\"https:\/\/www.bls.gov\/news.release\/cpi.nr0.htm\">\u7c73\u52b4\u50cd\u7d71\u8a08\u5c40<\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5e02\u5834\u304c\u7e54\u308a\u8fbc\u30809\u6708FOMC\u3067\u306e0.25\u30dd\u30a4\u30f3\u30c8\u5229\u4e0a\u3052\u78ba\u7387\u306f\u3001\u767a\u8868\u524d\u306e\u7d0472\uff05\u304b\u308986\u301c90\uff05\u3078\u4e0a\u6607\u3057\u307e\u3057\u305f\u3002\u7c732\u5e74\u91d1\u5229\u306f4.63\uff05\u3078\u4e0a\u304c\u308a\u300110\u5e74\u91d1\u5229\u3082\u4e00\u66425\uff05\u76ee\u524d\u3067\u3059\u3002\u682a\u9ad8\u3092\u300cCPI\u3067\u91d1\u878d\u5f15\u304d\u7de0\u3081\u61f8\u5ff5\u304c\u5f8c\u9000\u3057\u305f\u300d\u3068\u8aad\u3080\u3068\u3001\u5024\u52d5\u304d\u306e\u56e0\u679c\u3092\u53d6\u308a\u9055\u3048\u307e\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">109.97\u30c9\u30eb\u304b\u3089\u306e\u53cd\u843d\u304c\u682a\u306e\u8cb7\u3044\u623b\u3057\u3092\u8a31\u3057\u305f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Brent\u539f\u6cb9\u306f\u4e00\u6642109.97\u30c9\u30eb\u307e\u3067\u4e0a\u6607\u3057\u305f\u5f8c\u30012.81\uff05\u5b89\u306e104.61\u30c9\u30eb\u3067\u7d42\u4e86\u3057\u307e\u3057\u305f\u3002\u30db\u30eb\u30e0\u30ba\u6d77\u5ce1\u306e\u901a\u822a\u7ba1\u7406\u3092\u5de1\u308a\u3001\u4e2d\u6771\u5404\u56fd\u5916\u76f8\u304c\u30a4\u30e9\u30f3\u3068\u5354\u8b70\u3057\u3066\u3044\u308b\u3068\u306e\u5831\u9053\u304c\u58f2\u308a\u3092\u4fc3\u3057\u307e\u3057\u305f\u3002S&amp;P500\u3067\u306f\u5024\u4e0a\u304c\u308a\u9298\u67c4\u304c\u5024\u4e0b\u304c\u308a\u9298\u67c4\u306e2.1\u500d\u3067\u3059\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u305f\u3060\u3057\u539f\u6cb9\u306f\u9031\u9593\u30678\uff05\u8d85\u4e0a\u6607\u3057\u3001\u7c73\u30c7\u30a3\u30fc\u30bc\u30eb\u306f\u521d\u3081\u30661\u30ac\u30ed\u30f36\u30c9\u30eb\u3092\u7a81\u7834\u3057\u307e\u3057\u305f\u3002IEA\u306f2026\u5e74\u306e\u4e16\u754c\u4f9b\u7d66\u304c\u65e5\u91cf570\u4e07\u30d0\u30ec\u30eb\u6e1b\u5c11\u3057\u30018\u6708\u306e\u5728\u5eab\u304c\u65e5\u91cf310\u4e07\u30d0\u30ec\u30eb\u306e\u30da\u30fc\u30b9\u3067\u53d6\u308a\u5d29\u3055\u308c\u305f\u3068\u63a8\u8a08\u3057\u3066\u3044\u307e\u3059\u3002<a href=\"https:\/\/www.reuters.com\/business\/energy\/global-2026-oil-supply-gap-deepen-delayed-return-normal-gulf-flows-iea-says-2026-09-11\/\">Reuters\uff0fIEA\u5831\u9053<\/a> \u91d1\u66dc\u65e5\u306e\u53cd\u843d\u306f\u4f9b\u7d66\u6b63\u5e38\u5316\u3067\u306f\u306a\u304f\u3001\u6700\u60aa\u30b1\u30fc\u30b9\u306e\u4e0a\u4e57\u305b\u5206\u304c\u4e00\u5ea6\u5265\u304c\u308c\u305f\u52d5\u304d\u3067\u3059\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\u4e00\u65e5\u306e\u5168\u9762\u9ad8\u306e\u4e0b\u3067\u8cc7\u91d1\u306f\u7c73\u5927\u578b\u682a\u304b\u3089\u9000\u907f\u4e2d<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">\u7c73\u682a\u30d5\u30a1\u30f3\u30c9\u6d41\u51fa\u3068\u77ed\u671f\u50b5\u6d41\u5165\u304c\u6295\u8cc7\u5bb6\u306e\u672c\u97f3\u3092\u6620\u3059<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">9\u67089\u65e5\u307e\u3067\u306e1\u9031\u9593\u306b\u7c73\u56fd\u682a\u30d5\u30a1\u30f3\u30c9\u304b\u3089322.7\u5104\u30c9\u30eb\u3001\u7c73\u5927\u578b\u682a\u304b\u3089404.4\u5104\u30c9\u30eb\u304c\u6d41\u51fa\u3057\u307e\u3057\u305f\u3002\u4e00\u65b9\u3001\u4e16\u754c\u306e\u50b5\u5238\u30d5\u30a1\u30f3\u30c9\u306b\u306f89.5\u5104\u30c9\u30eb\u3001\u3046\u3061\u77ed\u671f\u50b5\u306b\u306f66.5\u5104\u30c9\u30eb\u3001\u30de\u30cd\u30fc\u30de\u30fc\u30b1\u30c3\u30c8\u306b\u306f107.2\u5104\u30c9\u30eb\u304c\u5165\u308a\u307e\u3057\u305f\u3002<a href=\"https:\/\/www.reuters.com\/world\/china\/global-markets-flows-graphic-2026-09-11\/\">Reuters<\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5168\u9762\u7684\u306a\u30ea\u30b9\u30af\u56de\u907f\u3067\u3082\u306a\u304f\u3001\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u306b\u306f18.9\u5104\u30c9\u30eb\u3001\u91d1\u878d\u306b\u306f12.5\u5104\u30c9\u30eb\u304c\u6d41\u5165\u3057\u307e\u3057\u305f\u3002\u6307\u6570\u5168\u4f53\u304b\u3089\u8cc7\u91d1\u3092\u843d\u3068\u3057\u3064\u3064\u3001\u30c6\u30fc\u30de\u3092\u9078\u5225\u3057\u3066\u3044\u307e\u3059\u3002\u91d1\u66dc\u65e5\u306e\u51fa\u6765\u9ad8\u306f140\u5104\u682a\u3068\u76f4\u8fd120\u65e5\u5e73\u5747\u306e149\u5104\u682a\u3092\u4e0b\u56de\u308a\u3001\u9031\u6b21\u6d41\u51fa\u3092\u53cd\u8ee2\u3055\u305b\u308b\u65b0\u898f\u8cb7\u3044\u307e\u3067\u306f\u78ba\u8a8d\u3067\u304d\u307e\u305b\u3093\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u6771\u4eac\u5e02\u5834\u306f\u539f\u6cb9107\u30c9\u30eb\u3092\u58f2\u308a\u3001104\u30c9\u30eb\u3078\u306e\u53cd\u843d\u3092\u307e\u3060\u7e54\u308a\u8fbc\u307e\u306a\u3044<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u65e5\u7d4c\u5e73\u5747\u306f1,259.61\u5186\u5b89\u306e64,011.34\u5186\u3001TOPIX\u306f0.65\uff05\u5b89\u3067\u3057\u305f\u3002\u539f\u6cb9107\u30c9\u30eb\u53f0\u3001\u7c7310\u5e74\u91d1\u52295\uff05\u63a5\u8fd1\u3001\u7c73CPI\u767a\u8868\u524d\u3092\u53cd\u6620\u3057\u305f\u7d42\u5024\u3067\u3001\u305d\u306e\u5f8c\u306e\u539f\u6cb9\u53cd\u843d\u3068\u7c73\u682a\u9ad8\u306f\u672a\u53cd\u6620\u3067\u3059\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u305f\u3060\u3057\u9031\u672b\u306e\u5730\u653f\u5b66\u30ea\u30b9\u30af\u3092\u631f\u3080\u305f\u3081\u3001\u6708\u66dc\u65e5\u306f\u539f\u6cb9\u304c104\u30c9\u30eb\u53f0\u4ee5\u4e0b\u3092\u4fdd\u3066\u308b\u304b\u3001\u8cc7\u6e90\u30fb\u6d77\u904b\u3068\u822a\u7a7a\u30fb\u9678\u904b\u3001\u534a\u5c0e\u4f53\u306e\u5f37\u5f31\u304c\u3069\u3046\u5909\u308f\u308b\u304b\u3092\u78ba\u8a8d\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">AI\u8cc7\u91d1\u306f\u30e2\u30c7\u30eb\u671f\u5f85\u304b\u3089\u30b5\u30fc\u30d0\u30fc\u58f2\u4e0a\u3068\u7269\u7406\u9632\u5fa1\u3078\u5411\u304b\u3046<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">Oracle\u306e\u597d\u6c7a\u7b97\u304cDell\u30fbHPE\u30fbHP\u3078\u6ce2\u53ca\u3057\u305f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u524d\u65e5\u306b\u78ba\u8a8d\u3057\u305fOracle\u306e\u53d7\u6ce8\u6b8b6,640\u5104\u30c9\u30eb\u3068\u9867\u5ba2\u8ca0\u62c5\u578b\u5951\u7d04\u306f\u3001\u91d1\u66dc\u65e5\u306b\u5468\u8fba\u9298\u67c4\u3078\u6ce2\u53ca\u3057\u307e\u3057\u305f\u3002Dell\u306f12\uff05\u9ad8\u3067\u6700\u9ad8\u5024\u3001Hewlett Packard Enterprise\u308212\uff05\u9ad8\u3001HP\u306f8.4\uff05\u9ad8\u3067\u3059\u3002\u4e00\u65b9\u3001\u6c7a\u7b97\u5f8c\u306e\u6642\u9593\u5916\u3067\u4e0a\u6607\u3057\u305fOracle\u306f\u901a\u5e38\u53d6\u5f15\u30671.8\uff05\u4e0b\u843d\u3057\u307e\u3057\u305f\u3002<a href=\"https:\/\/www.reuters.com\/business\/wall-st-futures-recover-oil-slides-ahead-inflation-test-2026-09-11\/\">Reuters<\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5e02\u5834\u306f\u3001\u9700\u8981\u5897\u3092\u65e9\u304f\u58f2\u4e0a\u3078\u5909\u3048\u308b\u6a5f\u5668\u4f01\u696d\u3068\u3001\u5de8\u984d\u8a2d\u5099\u6295\u8cc7\u3092\u5148\u306b\u8ca0\u62c5\u3059\u308b\u4f01\u696d\u3092\u5206\u3051\u307e\u3057\u305f\u3002\u305f\u3060\u3057\u3001\u5468\u8fba\u682a\u306e\u4e0a\u6607\u306fOracle\u304b\u3089\u306e\u78ba\u5b9a\u53d7\u6ce8\u984d\u3092\u793a\u3057\u307e\u305b\u3093\u3002\u6b21\u306f\u5404\u793e\u306e\u53d7\u6ce8\u6b8b\u3001\u7c97\u5229\u76ca\u7387\u3001\u7d0d\u671f\u306e\u958b\u793a\u304c\u5fc5\u8981\u3067\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">UAE\u306e5GW\u8a08\u753b\u5206\u6563\u5316\u304c\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u306e\u539f\u4fa1\u3092\u5909\u3048\u308b<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">UAE\u306f\u3001\u30a2\u30d6\u30c0\u30d3\u306b\u96c6\u7d04\u4e88\u5b9a\u3060\u3063\u305f5GW\u306eAI\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u3092\u56fd\u5185\u3078\u5206\u6563\u3057\u3001\u5730\u4e0b\u5316\u3084\u9632\u7a7a\u8a2d\u5099\u3082\u691c\u8a0e\u3057\u3066\u3044\u307e\u3059\u3002\u7b2c1\u671f\u306eStargate UAE\u306f300\u5104\u30c9\u30eb\u30011GW\u898f\u6a21\u3067\u30012026\u5e74\u4e2d\u306b200MW\u3092\u7a3c\u50cd\u3055\u305b\u308b\u8a08\u753b\u3067\u3057\u305f\u3002<a href=\"https:\/\/www.reuters.com\/world\/middle-east\/uae-revises-ai-data-center-plan-after-iranian-attacks-sources-say-2026-09-11\/\">Reuters<\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">3\u6708\u306e\u653b\u6483\u3067\u306fUAE\u3068\u30d0\u30fc\u30ec\u30fc\u30f3\u306eAWS\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u304c\u640d\u50b7\u3057\u307e\u3057\u305f\u3002AI\u8a2d\u5099\u6295\u8cc7\u306e\u5236\u7d04\u306f\u534a\u5c0e\u4f53\u30fb\u96fb\u529b\u30fb\u8cc7\u91d1\u8abf\u9054\u304b\u3089\u3001\u62e0\u70b9\u5206\u6563\u3001\u7269\u7406\u9632\u5fa1\u3001\u4fdd\u967a\u3001\u5fa9\u65e7\u80fd\u529b\u3078\u5e83\u304c\u3063\u3066\u3044\u307e\u3059\u3002OpenAI\u3001Oracle\u3001Nvidia\u3001Cisco\u3001SoftBank\u304c\u95a2\u308f\u308b\u305f\u3081\u3001\u8a2d\u8a08\u5909\u66f4\u306b\u3088\u308b\u5de5\u671f\u3068\u63a1\u7b97\u3078\u306e\u5f71\u97ff\u304c\u7126\u70b9\u3067\u3059\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">BTC\u306fETF\u6d41\u51fa\u5f8c\u3082\u8e0f\u307f\u3068\u3069\u307e\u308a\u3001ETH\u304c\u76f8\u5bfe\u512a\u4f4d\u3092\u4fdd\u3064<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">ETF3\u65e5\u9023\u7d9a\u6d41\u51fa\u3068OI\u6e1b\u5c11\u304c\u53cd\u767a\u306e\u8cea\u3092\u9650\u5b9a\u3059\u308b<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">9\u670810\u65e5\u306e\u7c73BTC\u73fe\u7269ETF\u306f2\u51048,260\u4e07\u30c9\u30eb\u306e\u7d14\u6d41\u51fa\u3068\u306a\u308a\u30013\u53d6\u5f15\u65e5\u9023\u7d9a\u306e\u6d41\u51fa\u3067\u3059\u3002ETH\u73fe\u7269ETF\u30822,990\u4e07\u30c9\u30eb\u306e\u7d14\u6d41\u51fa\u3067\u3057\u305f\u30029\u670811\u65e5\u53d6\u5f15\u5206\u306f\u7de0\u5207\u6642\u70b9\u3067\u672a\u78ba\u5b9a\u3067\u3059\u3002<a href=\"https:\/\/farside.co.uk\/btc\/\">Farside BTC<\/a>\u3001<a href=\"https:\/\/farside.co.uk\/eth\/\">Farside ETH<\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">BTC\u306f\u7d047\u4e077,350\u30c9\u30eb\u3068\u307b\u307c\u6a2a\u3070\u3044\u3067\u3059\u304c\u3001\u5148\u7269OI\u306f534.45\u5104\u30c9\u30eb\u304b\u3089518.05\u5104\u30c9\u30eb\u3078\u7d043.1\uff05\u6e1b\u5c11\u3057\u300124\u6642\u9593\u6e05\u7b97\u984d\u306f\u7d042.12\u5104\u30c9\u30eb\u3078\u62e1\u5927\u3057\u307e\u3057\u305f\u3002\u4fa1\u683c\u3092\u5d29\u3055\u305a\u30ec\u30d0\u30ec\u30c3\u30b8\u304c\u7e2e\u3093\u3060\u4e00\u65b9\u3001\u65b0\u3057\u3044\u73fe\u7269\u8cb7\u3044\u306e\u88cf\u4ed8\u3051\u306f\u3042\u308a\u307e\u305b\u3093\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">ETH\u306f24\u6642\u9593\u3067\u7d043\uff05\u4e0a\u6607\u3057\u307e\u3057\u305f\u304c\u3001\u6700\u65b0\u306eETF\u78ba\u5b9a\u5024\u306f\u6d41\u51fa\u3067\u3059\u3002\u5bfe\u8c61\u6642\u70b9\u304c\u7570\u306a\u308b\u305f\u3081\u3001\u73fe\u7269\u6d41\u5165\u3068\u65ad\u5b9a\u305b\u305a9\u670811\u65e5\u5206\u306e\u78ba\u5b9a\u3092\u5f85\u3064\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Circle\u306eNoble\u64a4\u9000\u304c\u30c1\u30a7\u30fc\u30f3\u9078\u5225\u306e\u73fe\u5b9f\u3092\u793a\u3059<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Circle\u306f\u3001Cosmos\u7cfbNoble\u3067\u306eUSDC\u65b0\u898f\u767a\u884c\u309210\u670813\u65e5\u306b\u505c\u6b62\u3057\u30012027\u5e741\u670812\u65e5\u306bUSDC\u30b3\u30f3\u30c8\u30e9\u30af\u30c8\u3068CCTP\u7d4c\u8def\u3092\u505c\u6b62\u3057\u307e\u3059\u3002Noble\u306f\u6b21\u4e16\u4ee3\u306eCCTP V2\u3078\u79fb\u884c\u3057\u307e\u305b\u3093\u3002\u4fdd\u6709\u8005\u306b\u306f\u505c\u6b62\u524d\u306e\u79fb\u52d5\u304c\u6c42\u3081\u3089\u308c\u3066\u3044\u307e\u3059\u3002<a href=\"https:\/\/www.circle.com\/blog\/circle-is-discontinuing-support-for-usdc-and-cctp-v1-on-noble\">Circle\u516c\u5f0f<\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Circle\u306fInjective\u306a\u3069\u3068\u306e\u63a5\u7d9a\u3092\u7d99\u7d9a\u3057\u3066\u304a\u308a\u3001Cosmos\u5168\u9762\u64a4\u9000\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u30b9\u30c6\u30fc\u30d6\u30eb\u30b3\u30a4\u30f3\u7af6\u4e89\u304c\u300c\u5bfe\u5fdc\u30c1\u30a7\u30fc\u30f3\u6570\u300d\u304b\u3089\u3001\u6d41\u52d5\u6027\u3001\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u3001\u4fdd\u5b88\u30b3\u30b9\u30c8\u3092\u542b\u3080\u63a5\u7d9a\u54c1\u8cea\u306e\u9078\u5225\u3078\u79fb\u3063\u305f\u4e8b\u4f8b\u3067\u3059\u3002Noble\u4e0a\u306eUSDC\u5229\u7528\u8005\u306b\u306f\u5bfe\u5fdc\u304c\u5fc5\u8981\u3067\u3059\u304c\u3001ATOM\u3084Cosmos\u5168\u4f53\u3068\u306f\u5207\u308a\u5206\u3051\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u524d\u65e5\u307e\u3067\u3068\u306e\u5dee\u5206\u2015\u2015\u60aa\u5316\u304b\u3089\u53cd\u767a\u3057\u3066\u3082\u6761\u4ef6\u306f\u89e3\u3051\u3066\u3044\u306a\u3044<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u524d\u65e5\u306fBrent\u539f\u6cb9107.63\u30c9\u30eb\u3001\u7c7310\u5e74\u91d1\u52294.967\uff05\u3067\u3001\u7c73\u4e3b\u89813\u6307\u6570\u3068BTC\u304c\u4e0b\u843d\u3057\u307e\u3057\u305f\u3002\u4eca\u56de\u306f\u539f\u6cb9\u304c104.61\u30c9\u30eb\u3078\u53cd\u843d\u3057\u3001\u7c73\u682a\u306f4\u65e5\u7d9a\u843d\u3092\u6b62\u3081\u3001BTC\u306eOI\u3082\u7d043\uff05\u6e1b\u5c11\u3057\u307e\u3057\u305f\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e00\u65b9\u3001\u5229\u4e0a\u3052\u78ba\u7387\u7d049\u5272\u3001\u539f\u6cb9100\u30c9\u30eb\u8d85\u300110\u5e74\u91d1\u52295\uff05\u76ee\u524d\u3001BTC ETF\u306e3\u65e5\u9023\u7d9a\u6d41\u51fa\u306f\u5909\u308f\u3063\u3066\u3044\u307e\u305b\u3093\u3002\u65b0\u3057\u3044\u4e0a\u6607\u5c40\u9762\u3068\u3044\u3046\u3088\u308a\u3001\u5727\u529b\u304c\u4e00\u65e5\u7de9\u3093\u3060\u72b6\u614b\u3067\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">BTC\u4e2d\u5fc3\u306e\u6761\u4ef6\u4ed8\u304d\u30b7\u30ca\u30ea\u30aa\u304c\u6765\u9031\u306e\u5224\u65ad\u3092\u5206\u3051\u308b<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u53cd\u767a\u306e\u6301\u7d9a\u3092\u78ba\u8a8d\u3059\u308b\u6761\u4ef6<\/strong>\uff1aBrent\u539f\u6cb9\u304c\u91d1\u66dc\u65e5\u306e\u53cd\u843d\u3092\u7dad\u6301\u3057\u3001\u7c7310\u5e74\u91d1\u5229\u304c5\uff05\u3092\u8d85\u3048\u305a\u3001BTC\u304c\u524d\u56de\u7de0\u5207\u6642\u306e7\u4e078,000\u30c9\u30eb\u53f0\u3092\u56de\u5fa9\u3059\u308b\u3053\u3068\u3067\u3059\u3002\u3055\u3089\u306b9\u670811\u65e5\u4ee5\u964d\u306eETF\u3067\u8907\u6570\u5546\u54c1\u3078\u306e\u6d41\u5165\u304c\u78ba\u8a8d\u3067\u304d\u308c\u3070\u3001\u4fa1\u683c\u30fb\u30de\u30af\u30ed\u30fb\u73fe\u7269\u9700\u8981\u304c\u540c\u3058\u65b9\u5411\u3092\u5411\u304d\u307e\u3059\u3002<\/li>\n\n\n\n<li><strong>\u614e\u91cd\u59ff\u52e2\u3092\u5f37\u3081\u308b\u6761\u4ef6<\/strong>\uff1a\u9031\u672b\u5f8c\u306b\u539f\u6cb9\u304c\u91d1\u66dc\u65e5\u306e\u9ad8\u5024109.97\u30c9\u30eb\u3078\u623b\u308a\u3001\u7c7310\u5e74\u91d1\u5229\u304c5\uff05\u8d85\u3067\u5b9a\u7740\u3059\u308b\u3053\u3068\u3067\u3059\u3002BTC\u304c7\u4e077,000\u30c9\u30eb\u3092\u5272\u308c\u3001OI\u304c\u518d\u3073\u5897\u52a0\u3057\u3001ETF\u6d41\u51fa\u3082\u7d9a\u3051\u3070\u3001\u73fe\u7269\u9700\u8981\u306e\u5f31\u3055\u3068\u30ec\u30d0\u30ec\u30c3\u30b8\u304c\u91cd\u306a\u308a\u307e\u3059\u3002<\/li>\n\n\n\n<li><strong>\u5224\u65ad\u3092\u4fdd\u7559\u3059\u308b\u6761\u4ef6<\/strong>\uff1a\u539f\u6cb9\u306f\u4e0b\u304c\u3063\u3066\u30822\u5e74\u91d1\u5229\u304c\u4e0a\u6607\u3059\u308b\u3001\u307e\u305f\u306fBTC\u304c\u4e0a\u304c\u3063\u3066\u3082ETF\u6d41\u51fa\u304c\u7d9a\u304f\u306a\u3069\u3001\u65b9\u5411\u304c\u63c3\u308f\u306a\u3044\u5834\u5408\u3067\u3059\u3002\u9031\u672b\u306e\u6697\u53f7\u8cc7\u7523\u4fa1\u683c\u3060\u3051\u3067\u7d50\u8ad6\u3092\u51fa\u3055\u305a\u3001\u6708\u66dc\u65e5\u306e\u539f\u6cb9\u30fb\u91d1\u5229\u3068\u6b21\u306eETF\u78ba\u5b9a\u5024\u307e\u3067\u5f85\u3064\u5834\u9762\u3067\u3059\u3002<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u6b21\u9031\u306f9\u670815\u301c16\u65e5\u306eFOMC\u300117\u301c18\u65e5\u306e\u65e5\u9280\u91d1\u878d\u653f\u7b56\u6c7a\u5b9a\u4f1a\u5408\u304c\u7d9a\u304d\u307e\u3059\u3002<a href=\"https:\/\/www.federalreserve.gov\/monetarypolicy\/fomccalendars.htm\">FRB\u65e5\u7a0b<\/a>\u3001<a href=\"https:\/\/www.boj.or.jp\/en\/mopo\/mpmsche_minu\/index.htm\">\u65e5\u672c\u9280\u884c\u65e5\u7a0b<\/a> \u5229\u4e0a\u3052\u306e\u6709\u7121\u3060\u3051\u3067\u306a\u304f\u3001\u539f\u6cb9\u7531\u6765\u306e\u30a4\u30f3\u30d5\u30ec\u3092\u4e00\u6642\u7684\u3068\u6271\u3046\u304b\u3001\u8ffd\u52a0\u5f15\u304d\u7de0\u3081\u306e\u7d4c\u8def\u3078\u7d44\u307f\u8fbc\u3080\u304b\u304c\u91cd\u8981\u3067\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>\u7c73CPI\u306f\u524d\u6708\u6bd40.4\uff05\u3078\u52a0\u901f\u3057\u30019\u6708\u5229\u4e0a\u3052\u78ba\u7387\u306f\u7d049\u5272\u3067\u3059\u3002\u7c73\u682a\u9ad8\u306e\u4e3b\u56e0\u306f\u91d1\u878d\u7de9\u548c\u671f\u5f85\u3067\u306f\u306a\u304f\u3001Brent\u539f\u6cb9\u304c109.97\u30c9\u30eb\u304b\u3089104.61\u30c9\u30eb\u3078\u53cd\u843d\u3057\u305f\u3053\u3068\u3067\u3057\u305f\u3002<\/li>\n\n\n\n<li>\u7c73\u56fd\u682a\u30d5\u30a1\u30f3\u30c9\u304b\u3089\u306f\u9031322.7\u5104\u30c9\u30eb\u304c\u6d41\u51fa\u3059\u308b\u4e00\u65b9\u3001\u77ed\u671f\u50b5\u3068\u30de\u30cd\u30fc\u30de\u30fc\u30b1\u30c3\u30c8\u3078\u8cc7\u91d1\u304c\u5165\u308a\u307e\u3057\u305f\u3002AI\u3067\u306fDell\u3001HPE\u3001HP\u304c\u4e0a\u6607\u3057\u3001\u6307\u6570\u5168\u4f53\u3088\u308a\u53d7\u6ce8\u3092\u65e9\u304f\u58f2\u4e0a\u5316\u3067\u304d\u308b\u4f01\u696d\u304c\u9078\u5225\u3055\u308c\u3066\u3044\u307e\u3059\u3002<\/li>\n\n\n\n<li>BTC\u306f7\u4e077,000\u30c9\u30eb\u53f0\u3092\u7dad\u6301\u3057\u306a\u304c\u3089OI\u304c\u7d043\uff05\u6e1b\u308a\u307e\u3057\u305f\u304c\u3001\u76f4\u8fd1ETF\u306f2.826\u5104\u30c9\u30eb\u306e\u6d41\u51fa\u3067\u3059\u3002\u53cd\u767a\u306e\u6301\u7d9a\u306b\u306f\u3001\u539f\u6cb9\u30fb\u7c7310\u5e74\u91d1\u5229\u30fbETF\u30d5\u30ed\u30fc\u304c\u540c\u6642\u306b\u6539\u5584\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002<\/li>\n<\/ol>\n","protected":false},"excerpt":{"rendered":"<p>\u7c738\u6708CPI\u306f\u524d\u6708\u6bd40.4\uff05\u3001\u524d\u5e74\u6bd43.4\uff05\u3068\u306a\u308a\u30019\u6708\u5229\u4e0a\u3052\u78ba\u7387\u306f\u7d049\u5272\u3078\u4e0a\u6607\u3057\u307e\u3057\u305f\u3002\u305d\u308c\u3067\u3082Samp;P500\u306f0.86\uff05\u9ad8\u3001Nasdaq\u306f0.96\uff05\u9ad8\u3067\u3059\u3002\u30a4\u30f3\u30d5\u30ec\u61f8\u5ff5\u304c\u89e3\u3051\u305f\u306e\u3067\u306f\u306a\u304f\u3001Brent\u539f\u6cb9\u304c\u4e00\u66421<\/p>\n","protected":false},"author":1,"featured_media":540,"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":[37,14,23,19,31,235,167,96,255,47,102,267,17,49,222],"class_list":["post-539","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-category-5","tag-bitcoin","tag-btc","tag-eth","tag-ethereum","tag-frb","tag-nasdaq","tag-sp500","tag-etf","tag-255","tag-47","tag-267","tag-cpi","tag-49","tag-222"],"_links":{"self":[{"href":"https:\/\/www.nexus-assetbase.com\/index.php?rest_route=\/wp\/v2\/posts\/539","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=539"}],"version-history":[{"count":1,"href":"https:\/\/www.nexus-assetbase.com\/index.php?rest_route=\/wp\/v2\/posts\/539\/revisions"}],"predecessor-version":[{"id":541,"href":"https:\/\/www.nexus-assetbase.com\/index.php?rest_route=\/wp\/v2\/posts\/539\/revisions\/541"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.nexus-assetbase.com\/index.php?rest_route=\/wp\/v2\/media\/540"}],"wp:attachment":[{"href":"https:\/\/www.nexus-assetbase.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=539"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.nexus-assetbase.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=539"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.nexus-assetbase.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=539"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}