Hedge fund manager Richard Galvin said Bitcoin and the broader cryptocurrency market may be approaching a major cyclical turning point, though he warned prices could still fall further before a sustained recovery. According to NS3.AI, depressed trading activity, tokenization and artificial intelligence could help drive the next expansion. Galvin also pointed to recent gains in specific tokens, with Zcash rising 22% over the week and Hyperliquid advancing 11% as privacy assets and on-chain trading attracted attention.

Ripple said asset managers and other commercial projects are preparing to use Batch V1.1, an XRP Ledger feature that can combine up to eight linked transactions into one operation. According to NS3.AI, the rebuilt upgrade is expected to activate shortly after Sept. 29 if validator support remains above 80 percent. Ripple said the redesign and security review followed a critical flaw in the original version. The company said the feature is intended for use by asset managers and other commercial projects once it goes live.

Hyperliquid burned 26,310 HYPE tokens over the past 24 hours, with a weighted average purchase price of $91.86, according to OnchainLens monitoring. According to BlockBeats On-chain Detection, the total burned amount of HYPE has reached 48.76 million tokens, representing 4.88% of the maximum supply. The company also generated $64.34 million in revenue over the past 30 days, bringing cumulative revenue to $1.26 billion.

U.S. President Donald Trump was not mentioned in this report. According to ChainCatcher, Elon Musk said X platform usage has reached an all-time high.

World leaders are heading to the UN General Assembly as Gulf states seek renewed diplomacy to curb attacks, restore more predictable energy flows and move the Iran war away from active conflict, according to Bloomberg. Suzanne Maloney of the Brookings Institution said disruptions to Saudi Arabia’s East-West pipeline and other regional infrastructure are adding urgency to those efforts as Gulf economies face mounting pressure from the conflict.

A Hong Kong court jailed former China Construction Bank (Asia) relationship manager Lam Chun-yin for four years after he took more than $470,000 in Tether (USDT) to authenticate forged bank instruments with a stated value above $1.6 billion. According to BeInCrypto, the ICAC said Lam, 32, worked in consumer banking at a Causeway Bay retail branch and was never authorized to handle letters of credit; the case involved Vesttoo Limited, Yu Po Holdings Limited and a scheme to conceal bribe payments through cryptocurrency.

Bitcoin's market cap crossed $1.63T, surpassing Tesla and returning to the top 15 global assets — up 5% over 24 hours. The BOJ hiked to a 31-year high of 1.25% but the yen fell to 157.80 anyway as two board members dissented and guidance stayed vague — keeping carry trade funding cheap and removing the risk-off signal a hike was supposed to deliver. Morgan Stanley's MSBT ran 20 consecutive sessions without a single outflow day through one of the most volatile months of the year. XRP exchange reserves hit a 7-year low. The 21Shares Injective ETF amended its S-1, joining the growing queue of altcoin ETF filings.Bitcoin Market Cap Tops Tesla, Returns to Top 15 Global AssetsBitcoin's market cap reached $1.63T — surpassing Tesla's $1.438T (closed Friday at $364.27, -0.53%) — and returning to the top 15 global assets. The 5% 24-hour gain came against a week that delivered the Fed's first hike since July 2023, a CLARITY Act failure, oil at $106, and a BOJ hike. Blockware's Mitchell Askew's seller exhaustion read holds: Bitcoin is down just 1.5% in September — its historically worst month — after absorbing four simultaneous macro headwinds. Above price, 8% of supply was acquired between $80,000-$82,000 with the 50-week moving average at $81,081 — the ceiling that hasn't been cleared since September 4. Morgan Stanley's Bitcoin ETF Has Gone 20 Sessions Without an Outflow DayMSBT accumulated ~$51.5M over 20 consecutive sessions without a single redemption day — roughly $2.6M per session. The amount is a fraction of the $99.5B complex, but the consistency through a month that included a $731M single-day inflow, a $450M single-day outflow, and the CLARITY Act collapse is the signal. Steady, schedule-driven flows through volatility point to advisory or model-driven allocation rather than discretionary trading — consistent with Morgan Stanley's wealth management distribution. Bitcoin ETFs remain ~$1B negative year-to-date despite August's $3.52B surge, with the fee gap between GBTC's 1.50% and IBIT's 0.25% still the primary driver of complex-wide flow composition.The Yen Fell 1.2% to 157.80 in the Session After the BOJ Raised RatesThe BOJ hiked to 1.25% by a 7-2 vote — two dovish dissenters (Asada, Sato) — and the yen promptly fell to 157.80 rather than strengthening. SMBC's Hirofumi Suzuki: "The two dissenting votes conveyed a dovish impression and tempered expectations for further hikes." A currency weakening on a rate hike means the hike was fully priced and/or read as insufficient. For crypto, yen weakness at 157.80 keeps carry trade funding cheap — supportive for risk assets, opposite of what a hike typically delivers. European indices fell across the board (Euro Stoxx 50 -1.22%, FTSE -1.03%, DAX -0.94%). Silver outpaced gold 6-to-1: +2.32% to $66.47 vs gold's +0.36% to $4,364.SEC Receives Amended S-1/A for 21Shares Injective ETF as Altcoin ETF Race Heats UpThe SEC received an amended S-1/A for the 21Shares Injective ETF (proposed ticker: TINJ on Nasdaq), updating an October 2025 original filing. INJ staking rewards ranged from 9.3%-13.62% annually in 2025 — a yield dimension most equity ETFs cannot match. INJ's market cap sits at ~$488M, meaning even modest ETF inflows could represent a meaningful share of float. 21Shares already offers an INJ staking ETP in Europe. The filing joins a growing queue of altcoin ETF registrations covering SOL, XRP, LTC, ADA, and DeFi tokens since spot Bitcoin ETFs launched in January 2024. Custody arrangements remain unfinalized — a detail the SEC will want resolved before any approval.XRP Spot ETFs Record $5.15 Million Outflow as Exchange Reserves Hit Seven-Year LowXRP spot ETFs recorded a $5.15M outflow Thursday while remaining $9.60M positive for the week — with a 10th consecutive week of net inflows possible if Friday's data doesn't exceed that figure. More structurally significant: XRP exchange reserves fell to a 7-year low near 1.7B XRP. Low exchange reserves mean less immediately available selling inventory — the same supply squeeze dynamic that preceded Bitcoin's August breakout. CME's XRP futures share rose to 17% from 10% in mid-August as institutional positioning built on regulated venues. The CLARITY Act's failure removed the near-term legislative catalyst, but SEC and CFTC rulemaking under existing authority remains the open regulatory pathway.

According to CNBC, the S&P 500 fell 0.1% for the week and the Dow Jones Industrial Average dropped 1.7%, leaving several stocks in oversold territory after a volatile stretch for markets. Boeing had an RSI of 25 after shares slipped more than 5% when CEO Kelly Ortberg said production of the company's 737 Max was taking longer than expected to stabilize. Bank of America fell into oversold territory with an RSI of 28 after shares slid 8% this week, as Chief Executive Brian Moynihan said investment banking fees for the third quarter are expected to fall more than 10%. Wynn Resorts was the most oversold stock on the list with an RSI of 17 after shares fell more than 5% to a new 52-week low just above $81. Las Vegas Sands, Carrier Global and TransDigm were also oversold. On the other side of the ledger, Marathon Petroleum had an RSI of 87 and topped the overbought list after shares rose more than 7% to a record high of $428. The stock has gained 161% year to date, while Valero Energy and Phillips 66 also appeared on the overbought list.

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。

イーサリアムは、すでにトークン化金融の決済レイヤーとなっているのかもしれない。しかし、世界の金融市場を真に支えるためには、依然として解決すべき重要な課題が一つ残されている。それは「速度」である。

人工知能、技術、中国の新エネルギー車メーカーはこぞってAI企業を目指している。金色財経によると、彼らはこの10年間で積み上げてきた手札をすべて、次の勝負に賭けた。

OpenAIは、より高い評価額で新たな資金調達を完了しようとしている一方で、今後5年間のフリーキャッシュフローが大幅な赤字となる見通しであることを明らかにしており、長期的な資金繰りの圧力は軽視できない。

Robinhood、Coinbase、Circle、Coinbase、Robinhood、Circleが相次いで参入――トークン化資産の次の戦いはなぜ「分配」なのか？ 金色財経、3大発行業者には依然として「分配」という課題が残っている。

人工知能（AI）業界をめぐる規制を巡る論争は、政策の段階から法的な争いの場へと広がりつつある。

「ゴールデン・ウィークリー」は、ゴールデン・ファイナンスが提供する、ブロックチェーン業界の週間まとめコーナーです。その内容は、その週の注目ニュース、相場や先物データ、マイニング関連情報、プロジェクトの動向、技術の進展など、業界の最新動向を網羅しています。

「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3186号を発行し、デジタル通貨およびブロックチェーン業界に関する最新かつ最速のニュースをお届けします。

FRB、米ドル、ナスダック指数からステーブルコインに至るまで、BTCはますます複雑な資産へと変化しつつある。

Uniswapがトークン化された米国株の取引高の8割を占め、累計取引高は100億ドルを突破、UNIは1日で30％以上上昇した。