While regulatory concerns in China and delays in US ETF approvals present challenges, regulatory advancements in the UK and Japan, increasing adoption in Africa, enhanced security measures by Apple, and technological innovations from StarkWare are positively impacting the APT ecosystem. Bitcoin's ongoing rally is lifting the broader market, contributing to a neutral to slightly bullish outlook for APT.

As of September 11, 2025, based on cryptocurrency news analysis: ・Potential Restrictions on Stablecoin and Crypto Businesses in Hong Kong by Chinese Authorities Reports indicate potential restrictions on state-owned enterprises and banks from mainland China engaging in stablecoin and cryptocurrency-related businesses within Hong Kong. Concerns exist regarding the impact on regulatory trends in Hong Kong's crypto space, particularly the competition for stablecoin issuance licenses. Heightened regulation by the Chinese government could act as a constraint on the proliferation and liquidity of cryptocurrencies in the Asian market. APT could be affected depending on how the Aptos Foundation, its issuer, proceeds with its stablecoin strategy, necessitating close monitoring of regulatory developments. ・UK Petition Regarding Blockchain and Stablecoins Gains Traction A petition urging the UK government to develop a strategy promoting innovation in blockchain technology and stablecoins is gaining momentum, partly driven by Coinbase's efforts. The petition calls for a comprehensive framework including stablecoin regulation, blockchain adoption, and the appointment of a "blockchain tsar." The UK's move towards establishing a forward-thinking regulatory environment could serve as a long-term positive factor for Layer 1 blockchain ecosystems, including APT. Regulatory clarity has the potential to encourage institutional investor participation and boost the growth of the overall ecosystem. ・US SEC Delays Approval Decisions for Crypto ETFs from BlackRock and Franklin Templeton The U.S. Securities and Exchange Commission (SEC) has postponed approval decisions for several cryptocurrency ETFs, including those from BlackRock and Franklin Templeton, covering products like Ethereum staking ETFs, Solana ETFs, and XRP ETFs. This further delays institutional investor access to the cryptocurrency market. While the delay in ETF approvals may negatively impact overall market sentiment in the short term, the broader ETF approval process, even without direct ETF approvals for altcoins like APT yet, indirectly influences the potential for future institutional inflows into APT. ・Japan to Fundamentally Reform Crypto Taxation (from max 55% to 20%) The Japanese government plans to lower the cryptocurrency taxation rate from a maximum of 55% to a flat 20%. This reform will also permit a three-year loss carryforward deduction, potentially mitigating volatility and improving portfolio risk management for investors. This tax reform is expected to enhance incentives for crypto investment within Japan and contribute to expanding the investor base. For new projects like APT, an improved investment environment in Japan could be advantageous in terms of fundraising and user acquisition. ・Dogecoin ETF Highlights Speculative Aspect of the Market The launch of the first Dogecoin ETF in the United States has been viewed by some in the industry as a move towards greater legitimacy driven by the crypto community, while others see it as a new form of speculation. Unlike Bitcoin ETFs, this ETF was approved under the Investment Company Act of 1940, a framework applicable to a broader range of ETFs. The emergence of the Dogecoin ETF suggests the persistence of speculative demand within the crypto market, potentially influencing overall market volatility. Projects like APT could also be affected by speculative sentiment across the market, underscoring the importance of utility and technological advantages alongside speculative appeal for long-term, healthy project growth. ・Sub-Saharan Africa Ranks 3rd in Crypto Adoption Growth According to a Chainalysis report, Sub-Saharan Africa is the third fastest-growing region in crypto adoption, with a focus on real-world use cases amidst challenges like currency devaluation and inadequate traditional financial infrastructure. The region received $205 billion in on-chain value between July 2024 and June 2025, marking a 52% increase year-over-year. The expansion of crypto adoption and practical use cases in Sub-Saharan Africa suggests the potential for platforms like APT to contribute to financial inclusion and economic activity, particularly in developing economies. APT has an opportunity to foster adoption in this growing market. ・Apple Enhances Signature Security for Crypto Users with iPhone 17 Apple's upcoming iPhone 17 introduces hardware-level memory protection features designed to prevent common attack vectors used for compromising signature operations, offering an additional layer of defense for cryptocurrency users. The feature, known as Memory Integrity Enforcement (MIE), detects and blocks access to potentially compromised memory. This technological innovation could significantly enhance the security of crypto wallets on mobile devices. As mobile access is crucial for the APT ecosystem, this security enhancement could improve user experience and reliability. ・StarkWare Announces Lightweight Bitcoin Verification for Mobile Devices StarkWare has announced the development of a lightweight Bitcoin verification method operable on mobile devices, leveraging zero-knowledge (ZK) proof technology. This enables verification of the Bitcoin blockchain even on mobile platforms, potentially fostering off-chain scaling solutions and the development of mobile-native cryptocurrency applications. APT, characterized by its scalability and developer-friendly ecosystem, could benefit from collaborations with innovative technologies like StarkWare's or the integration of ZK proof technology to further enhance the platform's efficiency and security. ・Bitcoin Surpasses $114,000 Following Cooling PPI Inflation Data, Bolstering Fed Rate Cut Expectations The release of U.S. August Producer Price Index (PPI) data, which came in lower than expected, indicated easing inflation and strengthened expectations for a Federal Reserve (FRB) interest rate cut in September. In response, the price of Bitcoin surpassed $114,000. The cooling PPI inflation data boosts the macroeconomic outlook, particularly expectations for lower interest rates, which is generally positive for risk assets. The cryptocurrency market as a whole, including APT, is heavily influenced by Bitcoin's movements, suggesting this macroeconomic factor could exert upward pressure on APT's price as well. 【Overall Summary】 Yesterday's cryptocurrency market saw a mix of regulatory news, including potential restrictions in China, anticipation of regulatory easing in the UK, and delayed ETF approvals in the U.S. Conversely, tax reforms in Japan, expanding adoption in Sub-Saharan Africa, security enhancements by Apple, and technological innovations from StarkWare signaled positive trends for market growth and usability. Bitcoin's rise following improved inflation data suggests that macroeconomic factors continue to drive the market, with potential spillover effects expected for altcoins like APT. APT needs to monitor these regulatory trends, technological innovations, and macroeconomic shifts closely and adapt its ecosystem growth strategies accordingly.

Increased regulatory scrutiny by Chinese authorities and delays in US ETF approvals pose a risk of dampening market sentiment and hindering institutional investor inflows from major economies. From a technical perspective, a breach below the current $4 support level could trigger further downside. The absence of a MACD crossover and neutral trend indicators suggest uncertainty regarding market direction, potentially indicating downward pressure. A break below $4 warrants caution due to potentially undefined subsequent support levels.

Outlook: In the short term (24-48 hours), the price action is expected to remain range-bound to slightly bullish, contingent on maintaining the $4 support level and tracking Bitcoin's firm performance. For the medium term (over the next week), key factors to watch include the developments surrounding US ETF approvals, as well as progress in regulatory clarity within Japan and the UK. Furthermore, potential positive catalysts, such as expanding adoption across Africa, enhanced security measures implemented by Apple, and technological innovations from StarkWare, could draw increased market attention towards APT.

APT is currently consolidating around the $4 mark, presenting a technically neutral outlook. However, this is supported by positive fundamentals, including an improving macro environment and expanding regional adoption. While regulatory concerns in China and delays in US ETF approvals introduce uncertainty, regulatory developments in the UK and Japan, real-world demand in Africa, and Apple's security enhancements are strengthening the foundational growth drivers for the APT ecosystem. Overall, APT is expected to maintain a neutral to slightly bullish sentiment. Maintaining the $4 support level is crucial; holding this level could pave the way towards $4.50 and the recent high of $5.00. The recommended investment strategy involves considering a long position after confirming support within the $4.00-$4.20 range, or alternatively, waiting for a confirmed breakout above $5.00. Implementing a stop-loss below the $4 level (e.g., at $3.80) is advisable to cap potential risk. Profit targets are set at $5.00 initially, followed by $5.50. This week, the key focus will be on whether APT can sustain the $4 support and successfully break through the $5 resistance. Close monitoring of Bitcoin's movements and regulatory news, coupled with strict risk management, will be essential to capitalize on APT's growth potential.