Market Wrap: Dogecoinโ€™s October Finale Trumps All Other Major Cryptos

์‹œ์žฅ์š”์•ฝ: ๋„์ง€์ฝ”์ธ์˜ 10์›” ํ”ผ๋‚ ๋ ˆ๋Š” ๋‹ค๋ฅธ ๋ชจ๋“  ์ฃผ์š” ์•”ํ˜ธํ™”ํ๋ฅผ ๋Šฅ๊ฐ€ํ•จ

https://www.coindesk.com/markets/2022/10/31/market-wrap-dogecoins-october-finale-trumps-all-other-major-cryptos/




- ์ธ๊ธฐ ์žˆ๋Š” ๋ฐˆ ์ฝ”์ธ์€ ๋„์ง€ ์˜นํ˜ธ์ž์ธ ์ผ๋ก ๋จธ์Šคํฌ๊ฐ€ ํŠธ์œ„ํ„ฐ์— ๋Œ€ํ•œ ์ž์‹ ์˜ ํ†ต์ œ๋ฅผ ์ฃผ์žฅํ•˜๋ฉด์„œ ํ•œ ๋•Œ 8% ์ด์ƒ ์ƒ์Šน






<๊ฐ€๊ฒฉ ์›€์ง์ž„>


- ๋„์ง€์ฝ”์ธ์€ ์ตœ๊ทผ 8% ์ƒ์Šนํ•˜์—ฌ 10์›” ๋ง์˜ ๊ธ‰๋“ฑ์„ธ๋ฅผ ์ด์–ด๊ฐ

- ์ง€๋‚œ 4์ผ ๋™์•ˆ ๋จธ์Šคํฌ๋Š” ์†Œ์…œ ๋ฏธ๋””์–ด- ํ”Œ๋žซํผ์— ๋Œ€ํ•œ ์ž์‹ ์˜ ํ†ต์ œ๋ ฅ์„ ์ฃผ์žฅํ•˜๋ฉด์„œ ์›”์š”์ผ 9์ธ์˜ ํŠธ์œ„ํ„ฐ ์ด์‚ฌํšŒ๋ฅผ ํ•ด์ž„


- ์ฝ”์ธ๋ฐ์Šคํฌ ๋ถ„์„๊ฐ€ ๊ธ€๋ Œ ์œŒ๋ฆฌ์—„์Šค์˜ ๋ถ„์„๊ณผ ๊ฐ™์ด ๋„์ง€์ฝ”์ธ์˜ ๊ฐ€๊ฒฉ๋ณ€๋™์€ ๊ฑฐ์‹œ๊ฒฝ์ œ ์ง€ํ‘œ๋ณด๋‹ค ๋จธ์Šคํฌ ๊ฐœ์ธ์˜ ๊ฐœ์„ฑ๊ณผ ์—ด์ •์ ์ธ ์ปค๋ฎค๋‹ˆํ‹ฐ์˜ ํž˜์—์„œ ๋น„๋กฏ๋œ ๊ฑธ๋กœ ๋ณด์ž„

- ๋„์ง€์ฝ”์ธ์˜ ์ƒ์Šน์€ ์ˆ์Šคํ€ด์ฆˆ์™€ ๊ฐ™์€ ๊ณผ๋„ํ•œ ์ฒญ์‚ฐ๊ณผ ๊ด€๋ จ์ง€์„ ์ˆ˜ ์žˆ์œผ๋ฉฐ ํ† ํฐ์€ ๊ณต๋งค๋„ ๊ธฐํšŒ๋ฅผ ์ œ๊ณตํ•  ์ˆ˜ ์žˆ๋‹ค๊ณ  ์œŒ๋ฆฌ์—„์Šค๋Š” ์ „ํ•จ


- ๋น„ํŠธ์ฝ”์ธ์€ ์ตœ๊ทผ 24์‹œ๊ฐ„ ๋™์•ˆ ์•ฝ 1.3% ํ•˜๋ฝํ–ˆ์ง€๋งŒ 20k ์œ„์—์„œ ํŽธ์•ˆํ•œ๊ฒŒ ๋จธ๋ฌผ๋Ÿฌ ์žˆ์Œ

- ์ด๋”๋ฆฌ์›€์€ ๊ฐ™์€ ๊ธฐ๊ฐ„ ๋™์•ˆ ์œ ์‚ฌํ•˜๊ฒŒ ์›€์ง์˜€์Œ


- ๋ฏธ๊ตญ ์ฆ์‹œ๋Š” ๋ชจ๋‘ ํ•˜๋ฝ ๋งˆ๊ฐํ–ˆ์ง€๋งŒ ์ง€์ˆ˜๋Š” ๋‚ด๋…„ ์ดˆ ๋ฏธ๊ตญ ์—ฐ์ค€์ด ๋งคํŒŒ์  ํ†ตํ™” ์ •์ฑ…์„ ์ฒ ํšŒํ•  ๊ฒƒ์ด๋ผ๋Š” ํฌ๋ฏธํ•œ ํฌ๋ง ์†์—์„œ ๊ฐ•ํ•œ 10์›”์„ ๋ณด๋ƒ„

- ํˆฌ์ž์ž๋“ค์€ FOMC์˜ ๊ธฐ์ค€๊ธˆ๋ฆฌ ์ธ์ƒ์„ ์ฃผ์‹œํ•  ๊ฒƒ. 75bp ์ˆ˜์ค€์œผ๋กœ ์˜ˆ์ƒ



๊ณจ๋“œ๋งŒ์‚ญ์Šค๋Š” ์˜ฌํ•ด 11์›” 75bp, 12์›” 50bp, ๋‚ด๋…„ 2์›” 25bp, 3์›” 25bp, ์ตœ์ข… ๊ธฐ์ค€๊ธˆ๋ฆฌ 4.75~5.00%๋ฅผ ์˜ˆ์ƒํ•˜๊ณ  ์žˆ์–ด์š”.

๋˜ํ•œ ๋ถ„์„์—์„œ ์ง€ํ‘œ์— ๋”ฐ๋ผ ๋‹ฌ๋ผ์ง€๊ฒ ์ง€๋งŒ ๋‚ด๋…„ ์ดˆ์—๋Š” '๊ธฐ์ค€๊ธˆ๋ฆฌ๋ฅผ ์˜ฌ๋ฆฌ๊ณ  ์œ ์ง€ํ•˜๋Š” ๊ธฐ์กฐ๋Š” ์ด์–ด๊ฐ€๋˜ ๋ถ€๋“œ๋Ÿฌ์šด ์ ‘๊ทผ๋ฐฉ์‹์„ ์“ธ ๊ฒƒ'์ด๋ผ๊ณ  ์ „๋งํ–ˆ๋”๋ผ๊ณ ์š”. ํ ํ„ฐ๋ ˆ์ŠคํŒ…...





<๊ธฐ์ˆ ์  ์ ‘๊ทผ>


- ๋„์ง€์ฝ”์ธ์€ 102% ๊ธ‰๋“ฑ์œผ๋กœ 10์›”์„ ๋งˆ์น˜๋ฉฐ ์ŠคํฌํŠธ๋ผ์ดํŠธ๋ฅผ ํ›”์นจ


- ์•”ํ˜ธํ™”ํ ์‹œ์žฅ์€ ๋น„ํŠธ์ฝ”์ธ์ด 1.2%, ์ด๋”๋ฆฌ์›€์ด 1.8% ํ•˜๋ฝํ•˜๋ฉด์„œ 10์›”์˜ ๋งˆ์ง€๋ง‰ ๋‚ ์„ ๋งˆ์นจ

- ์‹œ๊ฐ€์ด์•ก ๊ธฐ์ค€์œผ๋กœ ๊ฐ€์žฅ ํฐ ๋‘ ์•”ํ˜ธํ™”ํ๋Š” ๊ฐ๊ฐ 5%, 17% ์ƒ์Šนํ•˜๋ฉฐ ํ•œ ๋‹ฌ์„ ๋งˆ์นจ


- ์‹œ๋ฐ”๊ฒฌ ํ…Œ๋งˆ ๋ฐˆ ์ฝ”์ธ์ธ ๋„์ง€์ฝ”์ธ์€ 10์›” ๋ชจ๋“  ์ƒ์Šน์„ธ๋ฅผ ์ด๋Œ๋ฉฐ 102% ์ƒ์Šนํ–ˆ์œผ๋ฉฐ ์ด ์ค‘ ์•ฝ 90%๊ฐ€ ์ง€๋‚œ ์ฃผ์— ๋ฐœ์ƒ

- ๋„์ง€์ฝ”์ธ์€ ์•ฝ 156์–ต ๋‹ฌ๋Ÿฌ์˜ ์‹œ๊ฐ€์ด์•ก์œผ๋กœ ์ƒ์œ„ 10์œ„ ์•”ํ˜ธํ™”ํ๋กœ ๋‚จ์Œ


- ๊ฑฐ์‹œ๊ฒฝ์ œ์š”์ธ, ์†Œ๊ฐ๋ฅ , ์ค‘์•™ ์ง‘์ค‘์‹ ๊ตํ™˜ ๊ท ํ˜•๊ณผ ์—ฐ๊ด€๋œ ๋น„ํŠธ์ฝ”์ธ, ์ด๋”๋ฆฌ์›€๊ณผ ๋‹ฌ๋ฆฌ ๋„์ง€์ฝ”์ธ์˜ ๋งค๋ ฅ์€ ์ปค๋ฎค๋‹ˆํ‹ฐ, ๊ฐœ์„ฑ(์ผ๋ก  ๋จธ์Šคํฌ), ๋น ๋ฅธ ์‹œ๊ฐ„ ๋‚ด์— ์—„์ฒญ๋‚œ ์ด์ต์„ ์–ป์„ ์ˆ˜ ์žˆ๋Š” ๊ธฐํšŒ์—์„œ ๋น„๋กฏ๋œ ๊ฒƒ์œผ๋กœ ๋ณด์ž„



- ์ฝ”์ธ๋ฐ์Šคํฌ ๋ถ„์„๊ฐ€ ๊ธ€๋ Œ ์œŒ๋ฆฌ์—„์Šค ์ฃผ๋‹ˆ์–ด์˜ ์ „์ฒด ๊ธฐ์ˆ ์ž๋ฃŒ๋ฅผ ์ฝ์–ด๋ณด์„ธ์š”.

https://www.coindesk.com/markets/2022/10/31/dogecoins-102-spike-steals-the-spotlight-as-october-ends/





<์•ŒํŠธ์ฝ”์ธ ์ •๋ฆฌ>



- ์ด๋”๋ฆฌ์›€, 3๊ฐœ์›”๋งŒ์— ๊ฐ€์žฅ ํฐ ์ฃผ๊ฐ„ ์ˆ˜์ต, ์ด๋”๋ฆฌ์›€-๋น„ํŠธ์ฝ”์ธ ๋ž ๋ฆฌ ์ง€์†

: ์ด๋”๋ฆฌ์›€์€ ์ง€๋‚œ ์ฃผ์— 16% ์ƒ์Šนํ•˜์—ฌ 7์›” ์ดํ›„ ๊ฐ€์žฅ ํฐ ์ฃผ๊ฐ„ ์ˆ˜์ต์„ ๊ธฐ๋ก. ์ตœ๊ทผ ์ด๋”๋ฆฌ์›€์˜ ํ† ํฐ ๊ฒฝ์ œํ•™์˜ ๊ธ์ •์ ์ธ ๋ณ€ํ™”๋Š” ์ด๋”๋ฆฌ์›€์ด ์—…๊ณ„ ๋ฆฌ๋”์ธ ๋น„ํŠธ์ฝ”์ธ์„ (์ˆ˜์ต๋ฅ ์—์„œ) ๋Šฅ๊ฐ€ํ•˜๋Š”๋ฐ ๋„์›€์„ ์ฃผ๊ณ  ์žˆ์Œ

https://www.coindesk.com/markets/2022/10/31/ether-sees-biggest-weekly-gain-in-3-months-outperformance-relative-to-btc-likely-to-continue/



๋””ํ”Œ๋ ˆ์ด์…˜ ๊ตฌ์กฐ๋Š” ์•ˆ์ „ํ•ฉ๋‹ˆ๋‹ค ์—ฌ๋Ÿฌ๋ถ„



- ๋„์ง€์ฝ”์ธ ์„ ๋ฌผ์€ ์ฃผ๋ง ๋™์•ˆ ๋น„์ •์ƒ์ ์ธ ์›€์ง์ž„ ๊ฐ€์šด๋ฐ ๊ฑฐ์˜ 9์ฒœ๋งŒ ๋‹ฌ๋Ÿฌ์˜ ์ฒญ์‚ฐ์„ ๋‹ฌ์„ฑ

: ์ฃผ๋ง ๋™์•ˆ ๋„์ง€์ฝ”์ธ ๊ฑฐ๋ž˜๋Š” ์‹œ๋ฐ”๊ฒฌ ํ…Œ๋งˆ์˜ ๋ฐˆ ์ฝ”์ธ์˜ ์‹œ๊ฐ€์ด์•ก์ด 100์–ต ๋‹ฌ๋Ÿฌ๋ฅผ ๋„˜์–ด ๊ฑฐ์˜ 90%์˜ ๊ฐ€์น˜ ์ฆ๊ฐ€๋ฅผ ๋ณด์ž„. ์›”์š”์ผ ํ˜„์žฌ ๋„์ง€์ฝ”์ธ ์„ ๋ฌผ์— ๋Œ€ํ•œ ๋ฏธ๊ฒฐ์ œ์•ฝ์ •์€ ์•ฝ 6,470์–ต ๋‹ฌ๋Ÿฌ

https://www.coindesk.com/markets/2022/10/31/dogecoin-futures-rack-up-nearly-90m-in-liquidations-over-weekend-in-unusual-move/



๋ฒ”์ง€๊ตฌ์ ์ธ ํญํƒ„๋Œ๋ฆฌ๊ธฐ๊ฐ€ ์–ด์ฉŒ๊ตฌ





<์ธ๊ธฐ ๊ฒŒ์‹œ๋ฌผ>



- ๋น„ํŠธ์ฝ”์ธ ์˜ต์…˜์‹œ์žฅ์€ Skew๊ฐ€ 0์œผ๋กœ ์˜ฌ๋ผ๊ฐ์— ๋”ฐ๋ผ ๋ฐ”๋‹ฅ ์‹ ํ˜ธ

: ์‹œ์žฅ ์‹ฌ๋ฆฌ๋Š” ์˜ค๋žœ ์‹œ๊ฐ„์ด ์ง€๋‚œ ํ›„ ์ค‘๋ฆฝ์œผ๋กœ ๋Œ์•„์˜ด. ๋ณ€๋™์„ฑ ํˆฌ์ž์ž์— ๋”ฐ๋ฅด๋ฉด ์žฅ๊ธฐ๊ฐ„ ๋ฐ ๋‹จ๊ธฐ ์˜ต์…˜ Skew ๋ชจ๋‘์˜ ํšŒ๋ณต์ด ์•Œ๋ ค์ฃผ๊ณ  ์žˆ๋‹ค๊ณ  ํ•จ

https://www.coindesk.com/markets/2022/10/31/bitcoin-options-flip-neutral-for-first-time-since-march-in-a-sign-of-market-bottom/



์Šคํ๊ฐ€ ๋ญ”๋ฐ ์”น๋•์•„

*Skew: ์ฝœ๊ณผ ํ’‹์˜ ๋‚ด์žฌ ๋ณ€๋™์„ฑ ์‚ฌ์ด์˜ ์Šคํ”„๋ ˆ๋“œ๋ฅผ ์ธก์ •. ์Šคํ์˜ ์ƒ์Šน์€ ์ฝœ ์˜ต์…˜ ๋Œ€๋น„ ํ’‹ ์˜ต์…˜์˜ ์ˆ˜์š” ์•ฝํ™”๋ฅผ ์˜๋ฏธ



- ์•”ํ˜ธํ™”ํ๊ฐ€ ์˜ํšŒ์—์„œ ์˜์„์„ ์‚ด ์ˆ˜ ์žˆ๋‚˜์š”?

: ๋ฏธ๊ตญ ์˜ˆ๋น„ ์„ ๊ฑฐ์—์„œ ์•”ํ˜ธํ™”ํ์˜ ์ˆ˜๋ฐฑ๋งŒ ๋‹ฌ๋Ÿฌ๋Š” ๋•Œ๋•Œ๋กœ ํฐ ํšจ๊ณผ๋ฅผ ๋ณด์—ฌ์ฃผ๋Š” ๋ฐ ์‹คํŒจํ–ˆ์ง€๋งŒ ์—…๊ณ„ ๊ธฐ๋ถ€์ž๋“ค์€ ์ค‘๊ฐ„ ์„ ๊ฑฐ๋กœ ๊ฐ€๋Š” ๊ธธ์— ๋ช‡ ๋ฒˆ์˜ ์ฃผ์š” ์Šน๋ฆฌ๋ฅผ ๊ฑฐ๋‘˜ ์ˆ˜ ์žˆ์—ˆ๋‹ค๊ณ  ์ฃผ์žฅํ•  ์ˆ˜๋„ ์žˆ์Œ

https://www.coindesk.com/policy/2022/10/31/can-crypto-buy-a-seat-in-congress/



๋ฝ€๊ธ€์ด ์ด์•ผ๊ธฐ+์•”ํ˜ธํ™”ํ ์—…๊ณ„์˜ ๋กœ๋น„ ์ด์•ผ๊ธฐ. ๋ฝ€๊ธ€์ด๊ฐ€ ์‹œํƒ€๋ธ ํšŒ์žฅ ๋‹ค์Œ์œผ๋กœ ๋งŽ์€ ์•ก์ˆ˜๋ฅผ ๊ธฐ๋ถ€ํ•˜์ง€๋งŒ ์„ฑ๊ณผ๋Š” ์„ฑ๊ณต๊ณผ ์‹คํŒจ๊ฐ€ ๋’ค์„ž์—ฌ์žˆ๋‹ค๋Š” ๋‰ด์Šค ๋ถ„์„๊ธ€์ด์—์š”.



- ํ›„์˜ค๋น„๊ฐ€ ์Šคํ…Œ์ด๋ธ”์ฝ”์ธ HUSD๋ฅผ ์ƒ์žฅ ํ์ง€ํ•œ ํ›„ ๋‹ฌ๋Ÿฌ ํŽ˜๊ทธ 72% ํ•˜๋ฝ

: ํ›„์˜ค๋น„๋Š” ๊ณ ๊ฐ์ด HUSD๋ฅผ US.DT๋กœ ๊ตํ™˜ํ•  ์ˆ˜ ์žˆ๋„๋ก ์ง€์›ํ•  ๊ฒƒ์ด๋ผ ์ „ํ•จ

https://www.coindesk.com/business/2022/10/31/after-huobi-delisting-stablecoin-husd-falls-72-from-dollar-peg/



์–˜๊ฐ€ ์–ด๋–ค ์ฐจ๋ถ•์ด๊ฐ€ ๋งํ–ˆ๋˜ ๋‹ฌ๋Ÿฌ ํŽ˜๊ทธ ๊นจ์ง„ ์Šคํ…Œ์ด๋ธ”์ฝ”์ธ์ด์—ˆ๋„ค์š”



- 1,450๋งŒ ๋‹ฌ๋Ÿฌ ํŒ€ ํŒŒ์ด๋‚ธ์Šค(Team Finance) ์žฌ์ • ์•…์šฉ์˜ ๋ฐฐํ›„์— ์žˆ๋Š” ๊ณต๊ฒฉ์ž๋Š” 700๋งŒ ๋‹ฌ๋Ÿฌ๋ฅผ ๋Œ๋ ค์คŒ

: ์˜จ์ฒด์ธ ๋ฐ์ดํ„ฐ์— ๋”ฐ๋ฅด๋ฉด ๊ณต๊ฒฉ์— ์˜ํ–ฅ์„ ๋ฐ›์€ 4๊ฐœ์˜ ํ”„๋กœ์ ํŠธ๊ฐ€ ์ฃผ๋ง ๋™์•ˆ ๋„๋‚œ๋‹นํ•œ ํ† ํฐ์„ ๋ฐ›์Œ

https://www.coindesk.com/tech/2022/10/31/attacker-behind-145m-team-finance-exploit-returns-7m/



ํŒ€ ํŒŒ์ด๋‚ธ์Šค: ์˜จ์ฒด์ธ ๋ฐ์ดํ„ฐ ์ถ”์ ์œผ๋กœ ๋„ ์ฐพ์•„๋‚ด ๊ณ ์†Œํ•˜๊ฒ ๋‹ค

???: ์žฅ๋‚œ์ด์—ˆ์Œใ…‹



- AMD, ์‹œ๊ฒŒ์ด๋“œ, EY๊ฐ€ ํ”„๋กœํ† ์ฝœ ๋žฉ์Šค ์ฃผ๋„์˜ ๋ถ„์‚ฐ ์Šคํ† ๋ฆฌ์ง€ ์—ฐํ•ฉ์— ํ•ฉ๋ฅ˜

: ์—…๊ณ„ ์กฐ์ง์€ ํŒŒ์ผ์ฝ”์ธ ์ฐฝ์‹œ์ž์ธ ํ”„๋กœํ† ์ฝœ ๋žฉ์Šค(Protocol Labs)๊ฐ€ ์ด๋Œ์–ด ๋‚˜๊ฐ

https://www.coindesk.com/business/2022/10/31/amd-seagate-and-ey-create-decentralized-storage-alliance-along-with-filecoin-creator/



๋จธ์Šคํฌ์˜ ํŠธ์œ„ํ„ฐ ์ธ์ˆ˜๋กœ ๋„์ง€์˜ ์‹œ๋Œ€๊ฐ€ ์™”๋“ฏ์ด ๋ถ„์‚ฐ ์Šคํ† ๋ฆฌ์ง€ ์—ฐํ•ฉ์˜ ํ™œ๋™์ด ํŒŒ์ผ์ฝ”์ธ์˜ ์‹œ๋Œ€๋ฅผ ๋ถˆ๋Ÿฌ์˜ฌ๊นŒ์š”?



- ํ™.์ฝฉ ์ •๋ถ€๋Š” ๊ฐ€์ƒ์ž์‚ฐETF, ํ† ํฐํ™”๋œ ์ฆ๊ถŒ, ์†Œ๋งคํˆฌ์ž์ž์— ๋Œ€ํ•œ ์ž…์žฅ์„ ์žฌ๊ณ ํ•จ

: ์ •๋ถ€๋Š” ๊ฐ€์ƒ์ž์‚ฐ ์„œ๋น„์Šค ์ œ๊ณต์—…์ฒด์™€ ํ˜‘๋ ฅ๊ณผ ์ดˆ์ฒญํ•  ์ค€๋น„๊ฐ€ ๋˜์—ˆ๋‹ค๊ณ  ๋ฐํž˜

https://www.coindesk.com/policy/2022/10/31/hong-kong-govt-reconsiders-stance-on-virtual-asset-etfs-tokenised-securities-and-retail-investors/



์ •์ฑ…์˜ ์ผ๊ด€์„ฑ์ด ์—†๋Š” ๊ฑด ์ฝฉ์‚ฌํƒ•์˜ ์ „ํ†ต์ธ๊ฐ€๋ด์š”








์ตœ๊ทผ ๋น…ํ† ๋ฆฌ์•„3๋ฅผ ํ•˜๋А๋ผ ๊ฐค๋Ÿฌ๋ฆฌ์— ๊ธ€์„ ์ž์ฃผ ์•ˆ ์“ฐ๊ณ  ์žˆ์–ด์š”. ๋ฑ์…ฉํ–ก๋‹ˆ๋Œœ...

์ข‹์€ ํ•˜๋ฃจ ๋ณด๋‚ด์‹œ๊ธฐ ๋ฐ”๋ผ์š”~ ์„ฑํˆฌ~