幣圈脈動——市場觀點

The crypto market just took a significant hit after US inflation data for September came in above expectations. Bitcoin (BTC) lost the $81,000 level for the first time in weeks, triggering a broad sell-off that spread to altcoins, tech stocks, and even gold. What worries investors is not just the headline CPI print, but the fact that core inflation also beat forecasts, reopening the possibility that the Federal Reserve (Fed) will raise rates again at its late-October meeting. Key TakeawaysBitcoi

Ledger has unveiled a new security-focused device that could change how users interact with crypto wallets. Called Ledger Atom, the new product combines an Android-based environment for everyday applications with Ledger's security architecture for protecting digital assets.The announcement comes at a particularly important moment for the hardware-wallet industry. Recent reports of tampered Ledger devices distributed through a reseller have raised concerns about supply-chain security, making the

IntroductionMeta Platforms, Inc. rose about 4% on Monday, October 12, 2026, after launching Muse Wonder and Muse Wonder Full, which the company calls its most capable AI models to date. Shares traded around $748 to $749 in the afternoon, up from Friday's close of $718.67, and snapped a four-session losing streak even as the Nasdaq Composite declined. The release is the first real test of whether Mark Zuckerberg's multibillion-dollar rebuild of Meta's AI organization has closed the gap with Anthr

IntroductionSalesforce, Inc. rose about 3% on Monday, October 12, 2026, after Bank of America Corporation (NYSE:BAC) double-upgraded the software maker to Buy from Underperform and lifted its price target to $285 from $160. The move is a full reversal of the bank's May stance, when analyst Tal Liani argued that artificial intelligence would force a structural reset on Salesforce's business. Shares touched an intraday high of $240.90 and traded near $237, up from Friday's close of $229.13, but th

Indonesia collected Rp1,607.6 trillion in tax revenue through September 30, 2026. The figure grew 24.1% from the same period a year earlier, but it represented only 68.2% of the 2026 state-budget target.Those two percentages describe different conditions. The 24.1% growth rate indicates a strong improvement from the 2025 base. The 68.2% realization rate shows that a substantial portion of the annual target still had to be collected during the final three months.The 68.2% result should not be mec

Apple and NVIDIA can now be traded in tokenized form through the Solana network. The initial launch also covers several other U.S. stocks, including Microsoft, Tesla, Amazon, Meta, Netflix, and Alphabet.The phrase “Apple and NVIDIA stocks have come to Solana” can create the impression that the companies moved their official shares from U.S. exchanges onto a blockchain. That is not what happened. Apple and NVIDIA have not transferred their entire shareholder registers to Solana, and Solana has no

Indonesian retail sales are expected to grow by 1.4% year on year in September 2026. Bank Indonesia forecasts the Real Sales Index, or RSI, at 221.3, slightly improving from growth of 1.3% in August and 1.1% in July.The increase suggests that household consumption has not entered a broad contraction. Other Goods, Other Household Equipment, and Cultural and Recreational Goods were expected to support the annual increase.A 1.4% reading is not sufficient to conclude that purchasing power has recove

Indonesia’s Financial Services Authority, or OJK, granted a Digital Financial Asset Trader license to PT Gudang Kripto Indonesia on September 22, 2026. The approval increased the number of licensed digital financial asset traders to 28 companies.Indonesia’s licensed crypto-trading ecosystem now consists of 34 entities: two crypto exchanges, two clearing and settlement institutions, two custodians, and 28 digital financial asset traders. The number of traders increased from 26 in June after OJK l

Bitcoin extended its decline as selling pressure spread across Indonesian and global equities. According to an MEXC price-page snapshot updated at 17:43 WIB on October 8, BTC traded near US$82,670.01, down 0.97% over 24 hours and 1.44% over seven days. Its 24-hour range stretched from US$82,250 to US$83,843.72. Bitcoin price data on MEXCThe decline was sharper in Indonesia’s equity market. The Jakarta Composite Index closed October 8 at 6,031.28, down 1.88%, or 115.44 points. Nine of 11 sectors

Solana lowered its slot-time target from 400 milliseconds to 250 milliseconds in late September 2026. The change means the network is aiming for a slot-production interval that is 37.5% shorter than the previous target. In theory, dividing 400 milliseconds by 250 milliseconds produces a potential slot cadence that is up to 1.6 times faster, but that does not mean every transaction will settle in exactly 250 milliseconds.A slot is the time window assigned to a scheduled validator to produce a blo