デジタル資産業界にとってより望ましい進路は、CLARITYの最終妥協案に含まれる様々な制限を受け入れるのではなく、支援的な規制ルールを基盤として前進することである。最も確実な発展の道は、ユーザーを満足させる製品を開発し、それを広く普及させることである。

China’s electricity consumption topped 1 trillion kilowatt-hours in August, while power load hit a record, according to Bloomberg. The National Energy Administration said on its WeChat account Sunday that power demand remained robust.

Polymarket recorded a large资金 move in the UFC 331 flyweight main event between Alexandre Pantoja and Joshua Van. According to ChainCatcher, a whale placed a single $59,000.06 buy on Alexandre Pantoja vs. Joshua Van, and the contract’s latest implied win probability was 59% based on the current trading price.

A cross-market trader known as 58bro.eth, also identified as LucasMeow, recently bought Polymarket contracts betting that Bitcoin will not fall below $70,000 or rise above $95,000, according to TradingBeats monitoring on September 20. According to BlockBeats On-chain Detection, the trader has also continued to expand a Bitcoin short position on Hyperliquid. From September 19 to 20, LucasMeow bought about 10,000 shares of the "BTC will fall to $70,000 in September" No contract for about $9,604, about 8,578 shares of the "BTC will touch $95,000 in September" No contract for about $8,180, and about 50,000 shares of the "BTC will touch $100,000 in September" No contract for about $49,300. As of press time, the implied market probabilities for those three outcomes were about 95.3%, 95.7%, and 98.85%, respectively. This was not his first time trading Bitcoin monthly range expectations. In July, he predicted Bitcoin would not fall to $47,500 or rise to $75,000, and in August he widened the range to $60,000 to $100,000. This time, he raised the lower boundary to $70,000 while narrowing the upper boundary to $95,000, creating a higher and tighter range expectation than in August. In his 19 Bitcoin and Ether monthly price predictions from July to August, all trades were profitable, generating about $12,700 in total gains. Those positions were all No contracts, and most were entered when the implied probability was already above 95%, suggesting a strategy focused on extracting returns from high-probability range views rather than betting on large one-way moves. However, LucasMeow's Hyperliquid positions were not fully neutral. Over the past three days, his Bitcoin short position increased from 88.75 BTC to 105.25 BTC. His combined Bitcoin and Ether short positions were about $26.137 million, with unrealized losses of about $1.132 million. Data showed that his cumulative profit on Hyperliquid had reached $33.7 million, with a historical win rate of 90% and an average holding period of about 23 days, which was linked to his monthly prediction-market trades.

Paraguayan authorities shut down two illegal crypto mining facilities in Alto Paraná Province within a week and seized 35 mining machines. According to Odaily, one site raided on September 17 was stealing electricity through a line without an installed meter, and 10 ASIC miners were confiscated; related fees and fines totaled about $30,000. Another operation on September 12 led to the seizure of 25 mining machines. Paraguay's lower house has also passed a resolution requiring the national power utility to submit a report on crypto mining electricity use, pricing, and regulation.

ステーブルコインに関する法整備の実施、CBDC禁止令、そしてプライバシーリスクをめぐる深層の駆け引き。

Australia’s residential property market remained subdued as auction clearance rates fell this week amid growing concern that the central bank will raise interest rates later this month, according to Bloomberg reported Cotality.

Walrus (WAL) is scheduled to unlock about 38.33 million tokens at 10:00 AM on September 27, according to Web3 asset data platform RootData. According to ChainCatcher, the tokens are valued at about $1.21 million.

GSR said a study of more than 2,300 token listings on major exchanges since 2013 found that the median listed token fell below its issue price within three days and was down 50% within 90 days. According to ChainCatcher, the dataset included tokens that were later delisted. The report, written by Chief Legal and Strategy Officer Josh Riezman and research analyst Slater Santer, also found that median circulating supply at listing fell from 38% in 2017 to 13% in 2020, and then mostly recovered only to the teens or low 20s in most later years. GSR said median circulating supply declined as initial FDV increased, with tokens below $10 million showing 97% circulating supply at listing, compared with 28% for $10 million to $100 million, 16% for $500 million to $1 billion, and 13% for above $1 billion. Tokens with an initial FDV above $1 billion had a median one-year return of -81%. The report added that tokens with less than 20% circulating supply lost about 75% after one year, while those with 30% to 50% circulating supply lost about 45%. After one year, the median capital retained was about $0.19 for the above-$1 billion FDV group, about $0.23 to $0.26 for tokens with less than 20% circulating supply, and about $0.55 for tokens with 30% to 50% circulating supply.

Two addresses linked to Hyperliquid ecosystem builder NMTD placed AVAX ladder sell orders at the same minute on the morning of September 20, according to TradingBeats monitoring. According to BlockBeats On-chain Detection, the addresses still had about $13.866 million in pending orders at the time of reporting. AVAX on Hyperliquid was trading at about $9.55, up roughly 11.6% over the past 24 hours. It briefly reached $10.82 earlier in the morning before pulling back, leaving the price about 11.8% below that high. Order history suggests the strategy was to build short positions in stages after AVAX moved above $10. The two addresses, 0xf517 and 0xb1ec, placed orders about 17 seconds apart, starting at $10.20 and $10.15 respectively, with 100 laddered sell orders each. From February to May, AVAX traded mostly between $8.5 and $10.5, with 117 of 120 daily candles closing inside that range. The $10.5 area repeatedly acted as resistance. The report said the short entries matched earlier rebound highs in AVAX history. Within that range, 20 large addresses built positions with an average entry price concentrated around $100,000, totaling about $5.396 million and accounting for 23.4% of Hyperliquid market positions. Long positions made up about $1.734 million, while short positions totaled about $3.662 million, equal to 7.5% and 15.9% of open interest, respectively. As AVAX continued to rise, lower-priced sell orders were gradually filled. NMTD's two addresses had cumulatively opened about $289,500 in short positions on the day, with part of 0xf517 already covered. Together, they held about $240,400 in AVAX shorts, with an unrealized profit of about $24,500. Their average entry prices were about $10.50 and $10.54. The remaining short plan extends to higher levels, including about $5.081 million between $10.83 and $15, and about $8.785 million between $10.84 and $17. The public labels for 0xf517 are thankjeff.eth and HyBridge: Deployer. The report said 0xb1ec has verified on-chain transfers with the address, but its ownership has not been confirmed.

SEC、トークン化株式、政策・規制、DeFi、Uniswap V4、流動性供給：オンチェーン流動性によるトークン化株式の実現　金色財経、流動性プールへの供給――トークン化株式のオンチェーン流動性ビジネスを分析。

SECがトークン化に関する免除令を発表、暗号資産が急騰：主なポイントを徹底解説。

SlowMistは、読み取り専用の「大口投資家追跡ツール」を装った「FomoPeek」のバージョン1.1および1.2に、iOSカーネルの脆弱性を悪用するフレームワークが組み込まれていることを確認した。これにより、iOSキーチェーン内の秘密鍵やニーモニックフレーズなどの機密認証情報を復号できるほか、調査期間中に遠隔からの指令をリアルタイムで受信することも可能である。

香港と中国本土におけるAI決済のコンプライアンスへの道のりの比較：自主規制協定と規制サンドボックスの相補的な論理。

SECは、市場が待ち望んでいた「イノベーション免除令」を発表し、トークン化された株式の二次市場取引への道を開いた。一部の条項については今後微調整が必要となるが、これは真剣な政策策定であり、実用的なオンチェーン資本市場に向けた重要な一歩である。

予測、Polymarket、1ヶ月で4人の幹部を次々と迎え入れる。幹部を次々と入れ替えるPolymarketは、一体何を懸念しているのか？ 金色財経、ワールドカップ終了後、Polymarketの月間アクティブユーザー数は半減した。

「金色財経」は、仮想通貨・ブロックチェーン業界の朝刊『金色早8点』第3187号を発行し、デジタル通貨およびブロックチェーン業界の最新ニュースをいち早くお届けします。

UBSは人工知能（AI）の設備投資予測を大幅に上方修正した。メモリコストの急騰が、今回の投資拡大を牽引する中核的な要因となっており、その影響はAI投資サイクルの構造と経済的論理を根本から変えつつある。