Bridged BTC (NEAR Intents)の‌価格

My Prediction For Next 6-12 Months: $BTC: $140K-$180K $ETH: $5K-$8K $BNB: $1500-$2500 $SOL: $300-$500 $XRP: $2-$4 $DOGE: $0.60-$1 $NEAR: $24-$30 $DOT: $20-$80 $TIA: $7-$11 $APT: $30-$50 $DOLO: $2-$0.5 $SUI: $4-$7 $MET: $4-$7 $PNUT: $3-$5 $STRK: $0.5-$0.8 $LINK: $40-$80 $AVAX: $50-$100 $MEGA: $0.5-$0.09 $AVNT: $3-$5 $CORE: $5-$15 $MANTA: $3-$10 $AERO: $5-$7 $HUMA: $0.3-$0.5 $ZAMA: $04-$0.6 $ASTER: $5-$8 $MORPHO: 6-10 👇Did I Miss Any ?

$GRVT Quantus, Midnight, and seven other blockchain firms have formed a Quantum Alliance to fast-track post-quantum readiness across the industry. According to Christopher Smith, Founder and CEO of Quantus, the plan is to standardize post-quantum products that can easily be adopted across the crypto industry. He added, Our intention with the Quantum Alliance is to front-load a lot of the complex decision-making when making post-quantum blockchain products and create standards that others can simply pull off the shelf as the industry migrates. The work will span migration, zero-knowledge (ZK) proofs, wallet security, and chain interoperability. On each track, the team wants to harmonize rules that can ensure smooth operations as blockchains adopt different post-quantum signatures. There have been intensified calls for accelerated preparations for the post-quantum era following recent fears that advanced AI may just offer similar threats to quantum computing. So far, the Quantum Alliance and the BlackRock-backed Bitcoin Security Consortium are the only two groups that have gone public to push for a post-quantum blockchain industry. Earlier this week, Coinbase heightened calls for accelerated phased migration for Bitcoin to avoid falling behind the security push. So, what’s really at stake? $2.7T at risk as firms push for post-quantum migration According to Migration Fail, nearly $2.7T of the crypto market is at risk of a quantum threat. In fact, based on a quantum readiness assessment, Bitcoin has a ‘D’ while Solana and Ethereum have an ‘F’ rating. Only Quantus and 3 other chains have an A rating because they have already leveraged post-quantum (PQ) signatures. Starknet, which has made considerable progress in its PQ push, has a B rating. Tron has already announced that it is ready to deploy its network PQ upgrade on the mainnet anytime in Q4 2026. The rest of the blockchains have issued PQ plans. Some are in the testing phase, while others have no concrete plans at all. Still, some experts believe a working quantum computer could be feasible as early as 2028. Hence, the aggressive push to have most blockchains quantum-ready by 2029. Whether the deadline will be met remains uncertain. Already, the industry, led by Ethereum founder Vitalik Buterin, is undecided on which post-quantum schemes are safe for long-term applications. The recent updates show the industry acknowledges the urgency of the quantum threats. However, whether the industry will migrate before 2029 remains unclear.

$GRVT What Did MSCI Actually Decide? On Oct. 15, MSCI published the results of its consultation on “non-operating companies.” These are firms that mostly accumulate and hold assets rather than run a business, and they will no longer be eligible for the MSCI Global Investable Market Indexes (GIMI). Trillions of dollars in passive money track those benchmarks. The screen works as follows: A company first faces a core test of whether operating assets make up more than half of its balance sheet. If it fails, it moves to five financial ratios covering operating asset intensity, expense intensity, cash flow, fair value intensity and capital dependence, as laid out in the August proposal. Failing four of the five  Nowhere does the rule mention bitcoin, and it doesn’t need to. Is Strategy out? Not yet, but the fine print of key importance is that the consultation document ran a simulation on May 2026 data that flagged Strategy, Metaplanet and the uranium holder Yellow Cake for deletion from the MSCI ACWI Investable Market Index. The final list of affected constituents lands on Nov. 11, and the new rules apply after the close on Nov. 30. There is also a buffer, as existing index members generally have to fail the screen in two consecutive annual assessments before they are removed. Ethereum treasury firm Sharplink was put on a watchlist rather than the deletion list. Lastly, MSCI said it will lift the temporary restrictions it had placed on companies holding digital assets worth at least 50% of total assets, and assess them under the new method instead. The old crypto-specific freeze is gone, and a stricter, crypto-neutral test replaces it. Who Has to Sell, and How Much? JPMorgan analysts have estimated that a removal could trigger about $2.8 billion in outflows from Strategy stock, and more if other index providers copy the approach. Index funds don’t argue with methodology; they simply rebalance. Subsequently, MSTR fell as much as 4.3% after hours, after closing the regular session at $151.29, up from $143.24 a day earlier. Bitcoin barely moved, but its price did slip about 0.5% on the news and was trading near $82,000 early Friday. For scale, Strategy reported holding 848,250 $BTC as of Oct. 11, bought for $64 billion at an average of $75,444 per coin. The company added 250 $BTC that week while buying back nearly 2 million STRC shares. Why Did Metaplanet Rally Anyway? The most telling reaction came from Tokyo as Metaplanet, the other bitcoin treasury firm named in MSCI’s simulation, traded at $1.76 (¥278) on Friday, up about 4.9% from its $1.86 (¥265) close. Some of the fear had clearly been priced in since August. Strategy bulls online made the same argument and Michael Saylor has long described the company as an operating business with a software arm alongside its treasury. He further told Bloomberg this week that the bitcoin bottom is in. Whether MSCI’s ratios agree is now a matter of arithmetic, not an overarching narrative. The Calendar From Here Nov. 11: MSCI publishes the final list of affected constituents. Nov. 30: The rules take effect at the close, with deletions applied at the November index review. Next annual check: Any company that fails a second consecutive assessment faces removal under the buffer. Interesting month ahead, to say the least!

$GRVT US producer inflation exceeding expectations by one percentage point pushed Bitcoin to its lowest level in three weeks. $BTC later recovered to the $82,000 region. Bitcoin briefly fell below $80,000 after the US producer price index exceeded market expectations. $BTC lost approximately 1.8% of its value during the day, reaching its lowest level since September 18th. The producer price index for September showed an annual increase of 6.3 percent. Market expectations were at 5.3 percent. Core producer inflation also came in at 5 percent, exceeding the expected 4.4 percent. Monthly producer price increases reportedly reached their highest level since March 2022. The data, following higher-than-expected consumer inflation figures released the previous day, increased pressure on risky assets. High inflation is fueling concerns that the US Federal Reserve may keep interest rates high for longer or consider another hike. A high-interest rate environment can increase returns on risk-free investments while limiting demand for volatile assets like Bitcoin and technology stocks. Although Bitcoin fell below $80,000 after the data release, it later recovered to around $82,000. Therefore, the price at the time of publication should not be considered a permanent support level break. Some market participants using technical analysis believe the area around $78,000 could be retested. Bitcoin’s 21 and 50-week exponential moving averages are approximately at $76,144 and $78,459 respectively. *This is not investment advice.