Onchain Lensのモニタリングによると、Bitmineはさらに92,160 ETHをステーキングに充てた。現在の価格換算で約2億9300万ドルに相当する。今回の操作完了後、Bitmineの累計ステーキングETH数量は1,436,384枚に増加し、総価値は約47億7000万ドルに達した。

SoSoValueのデータによると、昨日（米国東部時間1月13日）のイーサリアム現物ETFの総純流入額は1億3000万ドルだった。昨日1日あたりの純流入額が最も多かったイーサリアム現物ETFはブラックロック（Blackrock）のETHAで、1日あたり5330万5500ドルの純流入を記録し、現在のETHAの累計純流入額は126億9200万ドルに達している。次いでグレイスケール（Grayscale）のイーサリアム・ミニ・トラストETF「ETH」が3541万7100ドルの純流入を記録し、現在のETHの累計純流入額は15億6600万ドルに達している。本稿執筆時点で、イーサリアム現物ETFの純資産総額は196億1500万ドル、ETF純資産比率（時価総額がイーサリアム総時価総額に占める割合）は5.07%に達し、累積純流入額は125億6900万ドルに達している。

SoSoValueのデータによると、昨日（米国東部時間1月13日）のビットコイン現物ETFの総純流入額は7億5400万ドルだった。前日単日の純流入額が最も多かったビットコイン現物ETFはフィデリティ（Fidelity）ETFのFBTCで、単日純流入額は3億5100万ドル。現在FBTCの累計純流入額は121億8500万ドルに達している。次いでビットワイズ（Bitwise）ETFのBITBが単日純流入額1億5900万ドルを記録し、現在BITBの累計純流入額は23億1700万ドルとなっている。記事執筆時点で、ビットコイン現物ETFの総純資産額は1230億300万ドル、ETF純資産比率（時価総額がビットコイン総時価総額に占める割合）は6.52%に達し、累積純流入額は572億7300万ドルに達している。

Bitcoin’s derivatives market is undergoing a structural shift, with options activity now surpassing futures — a signal that institutional investors are increasingly prioritizing hedging and volatility management over leverage-driven speculation.Key takeawaysBitcoin options open interest has exceeded futures since July 2025Options now total ~$65B in open interest versus ~$60B in futuresBlackRock’s IBIT controls a record 52% of BTC options open interestBullish has surged past Binance, OKX, and CME in options tradingOptions eclipse futures as BTC trades in a tighter rangeWith Bitcoin trading largely between $80,000 and $95,000 since November, derivatives activity has shifted decisively toward options.According to Checkonchain data, aggregate Bitcoin options open interest has climbed to roughly $65 billion, overtaking futures open interest at around $60 billion. Options have now maintained their lead over futures for more than six months, marking a notable change in market structure.This transition reflects a move away from leverage-heavy directional bets toward strategies focused on volatility, downside protection, and portfolio risk management, which are typically favored by institutional investors.Why options matter for market stabilityUnlike futures, options grant the right — but not the obligation — to buy or sell an asset at a fixed price before expiry. This makes them especially useful for hedging and volatility strategies, rather than pure speculation.Historically, futures dominance has been associated with higher leverage and sharper price swings. The growing prominence of options suggests a maturing market that may be more resilient to sudden liquidation cascades.The contrast was evident late last year. When Bitcoin hit a record high near $126,000 in October, options open interest surged to almost $120 billion. As contracts expired toward year-end, options exposure declined naturally, while futures open interest collapsed from roughly $94 billion as leveraged positions were wiped out during Bitcoin’s subsequent 35% drawdown.BlackRock’s IBIT dominates Bitcoin options marketThe Bitcoin options landscape is now increasingly shaped by BlackRock’s iShares Bitcoin Trust.Data shows iShares Bitcoin Trust (IBIT) accounts for approximately $33 billion in options open interest, representing a record 52% share of the entire Bitcoin options market.IBIT options launched in November 2024 and have rapidly become the preferred vehicle for institutional exposure. Reflecting this demand, Nasdaq ISE recently applied to raise IBIT options position limits from 250,000 contracts to 1 million, underscoring the scale of institutional participation.Deribit loses share as Bullish surgesThe rise of ETF-linked options has gradually eroded the dominance of crypto-native venues.Deribit, now owned by Coinbase, currently holds around $26 billion in Bitcoin options open interest — down sharply from $43 billion prior to the year-end expiries. Its market share has slipped below 39%, compared with more than 90% five years ago.Meanwhile, Bullish Exchange has emerged as a fast-growing competitor. The platform has surpassed $3 billion in notional Bitcoin options open interest after only a few months of trading.Bullish has now overtaken Binance, OKX, and CME, trailing only Deribit in Bitcoin options activity.Why it mattersThe shift toward options dominance signals a deeper institutionalization of Bitcoin markets.As ETF-linked options grow and leverage-driven futures trading fades, Bitcoin price action may become less volatile and more range-bound, reflecting structured hedging rather than speculative excess.For long-term investors, the trend suggests Bitcoin is increasingly behaving like a macro asset with institutional risk controls, rather than a purely speculative instrument — a development that could reshape market dynamics in the years ahead.

Prediction markets kicked off 2026 with record-breaking activity, defying growing regulatory pressure in the United States and abroad. Total prediction market trading volume reached $701. 7 million on Monday, the highest daily figure on record, according to Dune Analytics data cited by Gate Research. Key takeawaysPrediction market volume hit an all-time high of $701 source: https://www.binance.com/en/square/post/35059585445258?utm_source=BinanceNewsRSS

Prediction markets kicked off 2026 with record-breaking activity, defying growing regulatory pressure in the United States and abroad.Total prediction market trading volume reached $701.7 million on Monday, the highest daily figure on record, according to Dune Analytics data cited by Gate Research.Key takeawaysPrediction market volume hit an all-time high of $701.7MKalshi accounted for roughly two-thirds of total activityAdoption continues despite U.S. and international regulatory scrutinyExchanges and wallets are accelerating prediction market integrationsKalshi dominates record prediction market volumeU.S.-regulated prediction market Kalshi led trading activity, posting $465.9 million in volume, or roughly two-thirds of the daily total.Competitors Polymarket and Opinion collectively recorded around $100 million in trades.The latest figure surpassed the previous daily record of $666.6 million, set just one day earlier, underscoring the rapid acceleration of user activity across prediction platforms.Prediction markets have emerged as one of crypto’s fastest-growing use cases since mid-2025, driven by demand for real-time information markets covering politics, economics, sports, and global events.Crypto firms and Wall Street move into prediction marketsThe surge in activity has not gone unnoticed.Major crypto firms — including Coinbase and Gemini — have already integrated, or announced plans to integrate, prediction markets into their platforms.Self-custody wallets such as MetaMask have also expanded access to prediction markets, lowering barriers for retail participation.The momentum has attracted growing interest from Wall Street, with leading platforms Kalshi and Polymarket now reportedly carrying multi-billion-dollar valuations, reflecting expectations that prediction markets could become a core financial primitive.Regulatory scrutiny intensifiesDespite the record activity, prediction markets are facing renewed regulatory attention.Earlier this month, an anonymous user on Polymarket placed a $30,000 wager predicting the removal of Venezuelan President Nicolás Maduro just hours before his capture — a bet that paid out over $400,000 and triggered concerns about potential insider information.In the U.S., lawmakers in New York are reviewing proposed legislation that would restrict or ban certain prediction markets tied to politics, sports, and financial assets.Other states — including Connecticut, Nevada, and New Jersey — have also attempted to limit prediction market operations, prompting legal challenges from platform operators.On Monday, a Tennessee federal judge temporarily blocked state regulators from taking action against Kalshi, which had sued after being ordered to halt its sports-related contracts.International pressure is also mounting. In December, Ukraine blocked access to Polymarket, classifying prediction markets as a form of gambling under local law.Why it mattersThe surge to $702 million in daily volume highlights the resilience and growing demand for prediction markets — even as regulators attempt to rein them in.As platforms gain mainstream distribution through exchanges and wallets, prediction markets are increasingly viewed not just as speculative tools, but as alternative information markets that challenge traditional polling, forecasting, and derivatives.Whether regulators ultimately constrain or formalize the sector may determine whether prediction markets become a permanent fixture of global finance — or remain a contentious frontier at the edge of crypto innovation.

Corporate Bitcoin treasuries are accumulating BTC at a pace that far exceeds new supply, underscoring a growing structural demand dynamic in the market. Over the past six months, corporate digital asset treasuries (DATs) added a net 260,000 Bitcoin, nearly three times the estimated 82,000 BTC mined over the same period, according to data published by Glassnode. Key takeawaysCorporate Bitcoin treasuries grew by ~260,000 BTC in six monthsTreasury accumulation outpaced mining supply by roughly 3-to-1Strategy now controls about 60% of all corporate BTC holdingsETF demand could further tighten supply if inflows persistCorporate Bitcoin holdings expand sharplyGlassnode data shows that Bitcoin held on corporate balance sheets increased from roughly 854,000 BTC to 1. 11 million BTC over the past six months — a 30% expansion in total holdings source: https://www.binance.com/en/square/post/35059505938882?utm_source=BinanceNewsRSS

Corporate Bitcoin treasuries are accumulating BTC at a pace that far exceeds new supply, underscoring a growing structural demand dynamic in the market.Over the past six months, corporate digital asset treasuries (DATs) added a net 260,000 Bitcoin, nearly three times the estimated 82,000 BTC mined over the same period, according to data published by Glassnode.Key takeawaysCorporate Bitcoin treasuries grew by ~260,000 BTC in six monthsTreasury accumulation outpaced mining supply by roughly 3-to-1Strategy now controls about 60% of all corporate BTC holdingsETF demand could further tighten supply if inflows persistCorporate Bitcoin holdings expand sharplyGlassnode data shows that Bitcoin held on corporate balance sheets increased from roughly 854,000 BTC to 1.11 million BTC over the past six months — a 30% expansion in total holdings.At current prices, the additional BTC accumulated is valued at approximately $25 billion, equivalent to around 43,000 BTC per month. Glassnode described the trend as evidence of the “steady expansion of corporate balance-sheet exposure to Bitcoin.”By comparison, Bitcoin miners produce an average of 450 BTC per day, resulting in about 82,000 newly mined coins over the same timeframe. The imbalance highlights a potentially favorable supply-demand setup, particularly if accumulation continues. Strategy dominates corporate Bitcoin ownershipThe vast majority of corporate Bitcoin holdings remain highly concentrated.Strategy, led by Michael Saylor, currently holds 687,410 BTC, representing roughly 60% of all Bitcoin held by public and private company treasuries. At current market prices, those holdings are valued at approximately $65.5 billion.The firm recently resumed aggressive accumulation, disclosing the purchase of 13,627 BTC between January 5 and January 11, its largest acquisition since July.The second-largest corporate holder is MARA Holdings, which holds 53,250 BTC, worth about $5 billion, according to industry tracking data.ETF demand could reinforce the supply squeezeBeyond corporate treasuries, spot Bitcoin exchange-traded funds (ETFs) may further amplify demand pressures.Matt Hougan, chief investment officer at Bitwise, said that Bitcoin’s price could enter a parabolic phase if ETF demand remains sustained.“Since ETFs debuted in January 2024, they’ve been buying more than 100% of the new supply of bitcoin,” Hougan said, noting that prices have not yet accelerated sharply because existing holders have been willing sellers. If that selling pressure fades, he argued, the supply imbalance could become more visible in price action.U.S. spot Bitcoin ETFs recorded nearly $22 billion in net inflows during 2025, with BlackRock’s iShares Bitcoin Trust (IBIT) accounting for the largest share.The start of 2026 has been more mixed, with roughly $1.9 billion in inflows and $1.38 billion in outflows, leaving net inflows just above $500 million so far this year.

韓国の大手金融グループ傘下の子会社であるKB国民カードは、ステーブルコイン決済関連の特許出願を提出した。この特許はハイブリッド決済システムをカバーしており、ユーザーがブロックチェーンのデジタルウォレットアドレスを既存のクレジットカードに紐付け、決済時にウォレット内のステーブルコイン残高を優先的に使用し、不足分をクレジットカードで補填して決済を完了できるようにする。KB国民カードは、この設計が既存のクレジットカード決済インフラ、ユーザー体験、ポイント・保証メカニズムを維持しつつ、デジタル資産決済のハードルを下げ、ステーブルコインをニッチな場面から主流金融システムへ移行させることを目的としていると説明した。同社幹部は、今後規制と市場条件を総合的に考慮した上で、この技術の実用化経路を評価し、消費者保護を最優先にすると述べた。報道によれば、この動きは韓国がステーブルコイン規制枠組みを推進している時期に合致する。関連政策の推進により、韓国は銀行連合を中核とした自国通貨建てステーブルコイン発行メカニズムを研究中であり、今年第1四半期中に「デジタル資産基本法」の最終施行を推進する計画だ。（The Block）

The patent application covers a hybrid payment system that allows users to spend stablecoins through their existing credit cards. source: https://www.theblock.co/post/385500/south-korea-kb-patent-stablecoin?utm_source=rss&utm_medium=rss

マスクは同日に二度「2026年がシンギュラリティの年だ」と断言し、AIを「一時停止できない超音速の津波」に例えた。技術曲線は今や「シンギュラリティの壁」として垂直に立ち上がっている。

米国上院の暗号資産市場構造法案の条文が公表された。同法案は米国の暗号資産の将来の発展方向に関して、注目すべきいくつかの妥協点を含んでいる。本法案の5つの主要条項を詳細に分析する。

スペイン政府は、同意なしに商業目的でAIを用いて人物の画像や音声を生成・再利用することを違法とする法案を承認した。子どもに対する保護を強化し、同意の最低年齢を16歳と定めている。ただし、創造的・風刺的コンテンツや著名人に関するコンテンツで、AI生成と明示されている場合は例外として認められる。

ビットコインが上昇を続け、再び9万5000ドル台を回復。大きな反発が来るのか？その背景にはどんな要因があるのか？市場では「4年周期は機能しない」「ブルマーケットは終了した」と叫ばれているが、結論は早すぎるのではないか？

今週、モネロは史上最高値を更新した。デジタル資産に対する規制当局の監視強化が、進化する暗号資産エコシステムにおける金融プライバシーの役割をめぐる議論を再燃させたためである。

AI技術の継続的な進化と中国の規制システムの不断な改善に伴い、クロスボーダーM&A審査のような手続きはより日常的かつ精緻化され、グローバルな技術競争の重要な縮図となるだろう。

今回のブルマーケットが単なる価格上昇ではなく、効用の向上であり、ETF時代の正当性をオンチェーン需要へと転換し、受動的な保有から能動的な利用へと移行させ、真の収益リターンをもたらすものであって、単なる物語の転換によるものでないなら、それは素晴らしいことだ。

2027年より、CARF協定がCEX暗号資産情報の国際自動交換を開始。課税の嵐が迫る中、オンチェーンでのCEX離れが唯一の避難場所となる。

金色财经が提供する暗号通貨・ブロックチェーン業界の朝刊『金色早8点』第2936号。最新・最速のデジタル通貨とブロックチェーン業界ニュースをお届けします。

市場は引き続き成長すると予測され、RWAとAIのストーリーが花開く。