Bitcoin's recent achievement of new all-time highs, coupled with significant capital inflows into ETFs, has boosted market sentiment. Concurrently, the demand for stablecoins as an inflation hedge is expanding, and institutional interest in infrastructure platforms such as Solana is growing. While the overall market bias remains neutral at present, the underlying fundamentals indicate a bullish trend for the medium to long term.

・Bitcoin Surpasses All-Time High of $125,700 The Bitcoin all-time high (ATH) reached over the weekend significantly boosted overall market sentiment, including that of institutional investors. This signals Bitcoin's growing recognition as a mainstream asset class, fueling expectations for further price appreciation. Notably, billions of dollars flowing into US-listed spot Bitcoin ETFs are a clear sign of institutional conviction and underscore sustained demand. ・US Government Shutdown and Macroeconomic Factors Boost Bitcoin Price Macroeconomic uncertainty stemming from the US government shutdown has triggered flight-to-safety demand for Bitcoin as a perceived safe-haven asset. This highlights Bitcoin's unique properties as a store of value, transcending its correlation with traditional financial markets. A prolonged shutdown could potentially encourage further capital inflows, acting as a catalyst for additional price increases. ・Stripe CEO: Stablecoins May Force Banks to Offer Deposit Interest Stripe CEO's remarks indicate stablecoins could catalyze structural shifts within the financial system. The assertion that banks may be compelled to offer deposit interest to maintain competitiveness implies a potential shift of capital away from traditional financial systems towards stablecoins, attracted by higher yields. This could result in significant inflows into stablecoins and expanded utilization of the underlying blockchain networks, ultimately serving as a positive catalyst for the broader cryptocurrency market, including Bitcoin. ・Aging Baby Boomers and Global Wealth to Drive Crypto Demand Through 2100 An analysis suggesting demographic shifts and the growth of global wealth will support cryptocurrency demand through 2100 offers a crucial long-term perspective. This indicates that cryptocurrencies are increasingly being perceived as a vehicle for intergenerational wealth building, independent of short-term market volatility. Specifically, investment from older demographics with substantial capital is expected to deepen market liquidity and foster stable growth. ・Bitcoin Corrects from $125,000 ATH; Where is the Bottom? Bitcoin's recent correction from its $125,000 all-time high signals market overheating and short-term profit-taking. However, the growing institutional interest in the "debasement trade"—hedging against the devaluation of fiat currencies—suggests that underlying demand remains robust. This consolidation phase can present opportunities for new investors and may serve as a healthy process for maintaining the mid-to-long-term upward trend. ・Venezuela: USDT Becomes De Facto Currency Amid 229% Inflation In nations grappling with severe inflation, such as Venezuela (reporting 229% inflation), stablecoins like USDT (Tether) are effectively functioning as the de facto currency. This demonstrates the practical utility of cryptocurrencies as alternatives to fiat currencies, acting as a powerful driver for adoption and usage, particularly in economically unstable regions. The proliferation of such use cases fosters global financial inclusion and builds trust in the cryptocurrency market. ・African Nations Leverage Stablecoins to Hedge Against Inflation In African nations such as Nigeria and Kenya, stablecoins are being utilized as everyday tools for savings, payments, and trade, underscoring the role of cryptocurrencies as a global inflation hedge. Their seamless integration with mobile money platforms is accelerating adoption in these regions. This trend promotes cryptocurrency adoption in emerging markets and contributes to lowering the costs of international remittances. ・Solana Predicted to Become Wall Street's Network of Choice for Stablecoins The prediction by Bitwise CIO that Solana could emerge as Wall Street's network of choice for stablecoin and Real-World Asset (RWA) tokenization signals increasing institutional interest in the Solana ecosystem. Solana's high transaction throughput and low fees make it suitable for these use cases, potentially intensifying future competition with Ethereum. This trajectory could accelerate the growth of the Solana ecosystem and potentially have a positive impact on the prices of associated tokens. 【Overall Summary】 Bitcoin reached a new all-time high over the weekend, propelled by institutional inflows into ETFs. Stablecoins are reinforcing their role as inflation hedges in countries like Venezuela and across Africa, while the Stripe CEO's comments hint at their potential to disrupt traditional banking by encouraging interest rate offerings. Long-term expectations for crypto as a wealth-building tool for aging populations are also growing, collectively painting a positive outlook for the overall market.

Risk Analysis Macroeconomic uncertainties, such as government shutdowns, can trigger safe-haven demand while simultaneously acting as a drag on the broader risk asset class. Developments regarding regulatory bodies and shifts in institutional investor sentiment warrant constant monitoring. Short-term profit-taking and sharp sell-offs in Bitcoin, owing to its high correlation, could present downside risks for SHIB.

In the short term (24-48 hours), consolidation within the current range is expected to continue. Over the next week (medium term), if Bitcoin's momentum persists, SHIB is likely to follow suit. Positive developments related to stablecoins and increased interest in infrastructure such as Solana could provide a tailwind for the broader altcoin market.

In conclusion, the current SHIB market, while supported by strong fundamentals such as Bitcoin (BTC) reaching new all-time highs and institutional inflows, currently shows technical indicators hovering in neutral territory, lacking a clear short-term direction. Our overall market bias is assessed as neutral to slightly bullish. This bullish sentiment is rooted in long-term trends, including the expanding role of stablecoins as a global inflation hedge, demographic shifts, and institutional interest in next-generation infrastructure like Solana (SOL). While SHIB could potentially benefit from these macroeconomic factors, it also retains a susceptibility to retail investor-driven hype. From an investment strategy perspective, a prudent approach involves gradual accumulation via Dollar-Cost Averaging (DCA) within the current neutral range. It would be wise to time increased SHIB accumulation for when overall market sentiment shifts positive and Bitcoin or major altcoins enter a clear uptrend. For short-term risk management, setting stop-loss orders commensurate with your risk tolerance and avoiding emotional trading are essential. This week, particular attention should be paid to Bitcoin's price movements, news regarding US monetary policy, and developments within the Shibarium ecosystem to identify strategic entry and exit points. Approach the market with optimism, maintaining a calm and pragmatic strategy.