幣圈脈動——市場觀點

Indonesia’s annual inflation reached 3.28% in September 2026, rising from 3.19% in August. Statistics Indonesia, or BPS, reported that the Consumer Price Index increased from 108.74 in September 2025 to 112.31 in September 2026.Monthly price growth also accelerated. Consumer prices rose by 0.30% from August, compared with monthly inflation of 0.21% in the previous month. Year-to-date inflation, measured from December 2025, reached 2.17%.The data do not show an easing of food price pressures. Vol

The Bitwise NEAR ETF began trading on NYSE Arca on September 29, 2026, under the ticker NRR. The product gives U.S. investors exposure to NEAR’s spot price through a brokerage account without requiring them to purchase tokens, create a wallet, or manage private keys directly.NRR expands the range of capital that can gain exposure to NEAR. Institutional investors, investment advisers, and brokerage clients now have a more familiar vehicle through which NEAR can be added to a portfolio. Bitwise al

Indonesia recorded 6.11 billion digital payment transactions in August 2026, an increase of 40.36% from the same month a year earlier. The expansion was supported by mobile banking, internet banking, server-based electronic money, and QRIS transactions, which grew by 67.22% year on year.The scale is substantial. Dividing 6.11 billion transactions across the 31 days of August produces an average of approximately 197.1 million digital transactions per day, or 2,281 transactions per second. This ca

Indonesia’s Financial Services Authority, or OJK, is preparing a Roadmap for Financial Sector Technology Innovation, Digital Financial Assets, and Crypto Assets for the 2026 to 2031 period. The document is intended to guide the IAKD sector after crypto supervision moved to OJK and Indonesia’s financial-sector framework was revised through Law No. 4 of 2026.OJK has announced three broad agendas: deepening the ecosystem already in place, widening the use and reach of innovation, and safeguarding c

Altcoin spot trading activity approached four times Bitcoin spot volume in late September 2026. According to Glassnode data summarized in a MEXC market report on September 29, the ratio reached its highest relative level since September 2025.Market participation also broadened. Glassnode reported that 72.5% of the altcoins it tracks outperformed Bitcoin during the latest one-week period. During the August 2026 market squeeze, the comparable share reached only 39%.The increase from 39% to 72.5% r

The Indonesian government raised IDR28.8 trillion from an auction of nine government debt securities on September 29, 2026. Total incoming bids reached IDR42.8687 trillion, while the indicative auction target was IDR30 trillion.The accepted amount was only 4% below the indicative target, but the government rejected approximately IDR14.07 trillion of submitted bids. The decision shows that funding needs were not the only consideration. The government also assessed the yields requested by investor

IntroductionRXO, Inc. (NYSE:RXO) shares surged more than 22% on Monday, October 5, 2026, after C.H. Robinson Worldwide, Inc. (NASDAQ:CHRW) agreed to acquire the tech-enabled truck brokerage in a cash-and-stock transaction valued at about $5.8 billion. The offer works out to an implied $30.25 per RXO share, a 29% premium to Friday's close, and it creates a combined logistics company with an enterprise value above $25 billion. The market's verdict on the two sides could not have been more differen

IntroductionPTC Inc. (NASDAQ:PTC) shares surged 33% on Monday, October 5, 2026, after Schneider Electric SE (EPA:SU) agreed to acquire the Boston-based industrial software maker in an all-cash deal worth $22.6 billion. The $205 per share offer represents a 42.3% premium to Friday's closing price of $144.03, and it turns what had been a lagging software stock into a merger-arbitrage situation almost overnight. The announcement confirmed reports from the Financial Times that surfaced on Sunday, wh

IntroductionNVIDIA Corporation (NASDAQ:NVDA) has pushed to a fresh all-time high just days after its board approved the largest share repurchase increase in corporate history. The $150 billion addition, announced on September 28, 2026, lifted the company's remaining authorization to $235 billion through fiscal 2028 and set off a steady climb that carried the stock above its May peak. On Monday, October 5, 2026, shares closed at $238.90 after touching an intraday high of $240.10, a level that sit

IntroductionBlock, Inc. (NYSE: XYZ), the company behind Square and Cash App, closed at $74.33, up $0.29 or 0.39% on the day. That small daily gain sits inside a choppier picture: the stock is down 3.76% over the past month and essentially flat over the past year at negative 0.16%. The timing is notable, since Block just kicked off its biggest Bitcoin consumer advertising push yet, and the chart is showing signs of a stock trying to find its footing after a rough few weeks.This XYZ technical anal