今週の暗号資産: ビットコインETFが100万BTC到達、テザーが記録的Q3利益を報告、ポリマーケットに非難

今週、BeInCryptoは重要なイベントに対する投資家の強い関心を報告した：ビットコインETFが100万BTCを超え、MrBeastに関するインサイダー取引の疑惑、そしてトランプに関連するPolymarketでの疑わしい操作。

業界大手の第3四半期の収益報告も注目を集め、予期せぬ大規模な解雇発表とともに。さらに、GRASSトークンはエアドロップの論争にもかかわらず価格が大幅に上昇した。

米国ビットコインETF、保有BTCが100万超え

今週、アメリカのビットコインETFは100万BTCを超える保有量を達成した。これはビットコインが伝統的な投資ファンドで強い成長と広い受け入れを示す重要なステップである。

BTC Holdings in Publicly Traded And Private Companies, ETFs And Countries. — 公開および非公開企業、ETF、国々におけるBTC保有量。出典：Treasuries Bitbo

現在、これらのビットコインETFは118万BTCを超える保有量を持ち、総供給量の5.6%以上である。BlackRockのiShares Bitcoin Trustは42万BTC以上を保有し、総供給量の2%以上を占める。この前向きなシグナルはビットコインの主流金融資産としての地位を強化する。

“アメリカのETFは1日で驚異的な12053BTCを購入した後、管理下のビットコインが100万を突破した。小規模投資家には「今のうちに手に入れろ」との警告。巨大な供給ショックが迫っている”とショーン・エドモンドソンはコメントした。

テザー、マイクロストラテジー、ロビンフッドの注目Q3レポート

今週、主要企業の第3四半期の報告が記録的な数字で注目を集めた。

世界最大のステーブルコイン発行者であるTetherは、第3四半期に25億ドル以上の記録的な利益を報告した。USDTの市場資本化は1200億ドルを超え、Tetherは1050億ドル以上の現金及び現金同等物を保有しており、そのうち1025億ドルが米国債である。
MicroStrategyは今後3年間でビットコイン（BTC）を購入するための420億ドルの資金調達を発表した。さらに、その株価は24年ぶりの高値を記録し、ビットコインを上回った。
Robinhoodの2024年第3四半期の報告は144億ドルの取引量を示し、2023年第3四半期から114%増加した。Robinhoodの株価は2024年に170%上昇した。

ビットコインへの投資家の熱意は、ビットコインを史上最高値に近づけただけでなく、関連企業の利益と株価も押し上げた。

YouTube大物MrBeast、インサイダー取引で告発

暗号資産投資コミュニティは、MrBeastに対するインサイダー取引の疑惑で騒然とした。Loock Advisingによる新たな調査は、数多くの隠された取引を明らかにするネットワークを描いた。

関連記事：暗号資産詐欺プロジェクト：偽トークンを見抜く方法

MrBeast’s Secret Wallets. — MrBeastの秘密のウォレット。出典：Loock Advising

Loock Advisingのアナリスト、カスパー・ヴァンデルックは、MrBeastがインサイダー取引から少なくとも2300万ドルを稼いだと非難した。しかし、MrBeastはこれらの疑惑に対してまだ反応していない。

“この結果はインサイダー取引によるものだと考えられる。MrBeastはSNS帝国にほとんどの焦点を当てている。暗号資産投資には時間と集中が必要であり、数百の投資機会を選別する必要がある。積極的に取引するのではなく、MrBeastは莫大な利益をもたらすいくつかの投資を行った”と調査は主張した。

今週、いくつかの分析は元大統領ドナルド・トランプに関連するPolymarketの賭けオッズが偽物である可能性があると示唆した。これらの疑惑は、人工的な取引量を作り出す詐欺行為であるウォッシュトレードを通じた潜在的な操作を指摘している。

Polymarketは consistently showed consistently consistently consistently consistently consistently consistently consistently consistently consistently consistently consistently consistently consistently consistently consistently consistently consistently consistently consistently consistently consistently consistently consistently consistently consistently consistently consistently consistently consistently consistently consistently consistently consistently consistently consistently consistently consistently consistently consistently consistently consistently consistently consistently consistently consistently consistently consistently consistently consistently consistently consistently consistently consistently consistently consistently consistently consistently consistently consistently consistently consistently consistently consistently consistently consistently consistently consistently consistently consistently consistently consistently consistently consistently consistently 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関連記事: ポリマーケットとは何か？人気予測市場ガイド

Donald Trump vs. Kamala Harrisの勝利の可能性。出典: Polymarket

Chaos Labsの分析によると、ポリマーケットの大統領選市場における取引量の約3分の1（33.33%）がウォッシュトレードによるものであった。

さらに、ポリマーケットは操作を制限する措置を講じている。BeInCryptoによると、プラットフォームは特に大量取引を行うユーザーの認証プロトコルを強化している。

暗号資産会社の解雇波

今週、ConsenSys、Kraken、dYdXなどの企業からも多数の解雇発表があった。週初めに、MetaMaskを運営するブロックチェーン企業ConsenSysは従業員の20%削減を発表し、約160人が影響を受けた。CEOのジョー・ルービンは、マクロ経済の課題とSECとの法的紛争に関連する費用を主な理由として挙げた。

翌日、分散型デリバティブ取引所のdYdXは主要人材の35%削減を発表した。創設者のアントニオ・ジュリアーノは、dYdXが追求すべきビジョンと異なる形で構築されたため、この難しい決断に至ったと述べた。

Krakenも従業員の15%に影響する解雇を発表し、約400のポジションが影響を受けた。この発表は、アルジュン・セティが共同CEOとしてデイブ・リプリーと共に就任し、Krakenが組織の大規模な改革を計画している中で行われた。