\ud83d\uddfa\ufe0f K\u00dcRESEL & JEOPOL\u0130T\u0130K
\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501<\/p>\n\n\n\n
\u2022 ABD, \u0130ran sava\u015f\u0131n\u0131n 219. g\u00fcn\u00fcnde b\u00f6lgeye \u00fc\u00e7\u00fcnc\u00fc u\u00e7ak gemisi grubunu g\u00f6nderiyor. USS Theodore Roosevelt grubu ile F-35’ler ve 2.000’den fazla deniz piyadesi ta\u015f\u0131yan Makin Island \u00e7\u0131karma grubu yola \u00e7\u0131kt\u0131; b\u00f6lgedeki yakla\u015f\u0131k 50.000 personele 9-10 bin asker daha eklenecek. Kas\u0131m sonuna kadar \u00fc\u00e7 u\u00e7ak gemisi ve iki amfibi grup \u0130ran sular\u0131na yak\u0131n konumlanm\u0131\u015f olacak. Savunma Bakan\u0131 g\u00fc\u00e7lerin ba\u015fkan\u0131n emrine haz\u0131r oldu\u011funu s\u00f6yledi.<\/p>\n\n\n\n
\u2022 Diplomasi t\u0131kan\u0131k. \u0130ran, H\u00fcrm\u00fcz Bo\u011faz\u0131’n\u0131 yedi g\u00fcn i\u00e7inde yeniden a\u00e7may\u0131 sanksiyon hafifletmesi ve sald\u0131r\u0131lar\u0131n durdurulmas\u0131 kar\u015f\u0131l\u0131\u011f\u0131nda \u00f6nerdi; Washington teklifi reddetti. BM yetkilisi yapt\u0131r\u0131mlar\u0131n yaln\u0131zca ABD’ye ait olmad\u0131\u011f\u0131n\u0131, \u0130ran’\u0131n n\u00fckleer program\u0131na ili\u015fkin yedi BM G\u00fcvenlik Konseyi karar\u0131na dayand\u0131\u011f\u0131n\u0131 vurgulad\u0131. ABD Ba\u015fkan\u0131 yeni bombalamalar\u0131n se\u00e7im sonras\u0131nda da m\u00fcmk\u00fcn oldu\u011funu s\u00f6yledi; 3 Kas\u0131m ara se\u00e7imlerine bir ay kala sava\u015f i\u00e7 kamuoyunda pop\u00fcler de\u011fil.<\/p>\n\n\n\n
\u2022 Rusya Devlet Ba\u015fkan\u0131, 1 Ekim’deki Valdai konu\u015fmas\u0131nda enerji altyap\u0131s\u0131na y\u00f6nelik uzun menzilli sald\u0131r\u0131larda kar\u015f\u0131l\u0131kl\u0131 ate\u015fkes \u00f6nerilerini “g\u00fcl\u00fcn\u00e7” diye niteledi. Ukrayna’n\u0131n rafineri sald\u0131r\u0131lar\u0131n\u0131n Rusya’ya GSYH’nin yakla\u015f\u0131k %1’i kadar zarar verdi\u011fini kabul etti ve kar\u015f\u0131l\u0131k olarak Ukrayna’n\u0131n \u00e7elik \u015firketlerini ve tedarik zincirlerini hedef ald\u0131klar\u0131n\u0131 s\u00f6yledi. M\u00fczakereye a\u00e7\u0131k oldu\u011funu, ancak sava\u015f sonras\u0131 Ukrayna’n\u0131n tarafs\u0131z olmas\u0131 \u015fart\u0131n\u0131 koydu\u011funu belirtti.<\/p>\n\n\n\n
\u2022 Ayn\u0131 konu\u015fmada Kaliningrad \u00fczerinden n\u00fckleer uyar\u0131 geldi: Rusya’ya do\u011frudan bir sald\u0131r\u0131 olursa n\u00fckleer silah\u0131n “derhal g\u00fcndeme gelece\u011fi” s\u00f6ylendi. Bu \u00e7\u0131k\u0131\u015f, NATO’ya iletilen ve Kaliningrad’\u0131n izole edilmesi halinde n\u00fckleer kar\u015f\u0131l\u0131k tehdidi i\u00e7eren diplomatik notun ard\u0131ndan geldi. Polonya ve Litvanya s\u0131n\u0131r\u0131ndaki bu b\u00f6lge, NATO-Rusya geriliminin en hassas k\u0131r\u0131lma noktas\u0131 olmay\u0131 s\u00fcrd\u00fcr\u00fcyor.<\/p>\n\n\n\n
\u2022 Ate\u015fkes kanallar\u0131 tamamen kapanm\u0131\u015f de\u011fil: T\u00fcrkiye ve BM’nin Ekim’de Rusya ile Ukrayna aras\u0131nda Karadeniz ate\u015fkesi g\u00f6r\u00fc\u015fmeleri d\u00fczenlemesi, ABD’nin de s\u0131n\u0131rl\u0131 bir ate\u015fkes i\u00e7in Ekim’de Abu Dabi’de yeni bir tur istemesi g\u00fcndemde. Macaristan’\u0131n Ukrayna’n\u0131n AB \u00fcyelik m\u00fczakerelerinde i\u00e7 pazar ve rekabet g\u00fcc\u00fc k\u00fcmelerinin a\u00e7\u0131lmas\u0131na onay vermesi, Kiev’in Macar az\u0131nl\u0131\u011f\u0131n e\u011fitim haklar\u0131n\u0131 g\u00fc\u00e7lendiren yasa haz\u0131rl\u0131\u011f\u0131na ba\u011fl\u0131 g\u00f6r\u00fcn\u00fcyor.<\/p>\n\n\n\n
\u2022 Kore Yar\u0131madas\u0131’nda 3 Ekim sabah\u0131 Wonsan’dan balistik f\u00fcze f\u0131rlat\u0131ld\u0131. Japonya’n\u0131n \u00f6l\u00e7\u00fcm\u00fcne g\u00f6re menzil yakla\u015f\u0131k 680 km, G\u00fcney Kore’nin \u00f6l\u00e7\u00fcm\u00fcne g\u00f6re 700 km \u00fczeri; f\u00fcze yakla\u015f\u0131k 90 km irtifaya \u00e7\u0131kt\u0131 ve Japonya’n\u0131n m\u00fcnhas\u0131r ekonomik b\u00f6lgesi d\u0131\u015f\u0131na d\u00fc\u015ft\u00fc. F\u0131rlatma, Pyongyang’\u0131n \u00fcst d\u00fczey bir yetkilisinin Seul’\u00fcn taleplerini “ac\u0131nas\u0131” diye niteledi\u011fi a\u00e7\u0131klaman\u0131n ertesi g\u00fcn\u00fc ger\u00e7ekle\u015fti. Seul ayr\u0131ca Kiev’le iki Kuzey Koreli sava\u015f esiri nedeniyle diplomatik bir krizin i\u00e7inde; G\u00fcney Kore Cumhurba\u015fkan\u0131, Ukrayna gizlilik ihlalini kabul etmezse “ek ad\u0131mlar” ataca\u011f\u0131n\u0131 bildirdi, Ukrayna ise konuyu “diplomatik yanl\u0131\u015f anlama” olarak tan\u0131mlad\u0131.<\/p>\n\n\n\n
\u2022 G\u00fcney Asya’da Pakistan, Hindistan S\u0131n\u0131r G\u00fcvenlik G\u00fcc\u00fc’n\u00fcn Bedian sekt\u00f6r\u00fcnde iki ki\u015fiyi \u00f6ld\u00fcrmesi nedeniyle Hindistan maslahatg\u00fczar\u0131n\u0131 D\u0131\u015fi\u015fleri’ne \u00e7a\u011f\u0131rd\u0131. \u0130slamabad olay\u0131 silahs\u0131z sivillerin \u00f6ld\u00fcr\u00fclmesi olarak tan\u0131mlay\u0131p \u015feffaf soru\u015fturma talep ediyor; Hindistan kaynaklar\u0131 ise “\u015f\u00fcpheli s\u0131zmac\u0131lar” diyor. Pakistan’\u0131n i\u00e7inde de PTI’nin 4 Ekim Pazar g\u00fcn\u00fc Lakki Marwat’tan ba\u015flataca\u011f\u0131 y\u00fcr\u00fcy\u00fc\u015f \u00f6ncesi hafta sonu arabuluculuk g\u00f6r\u00fc\u015fmeleri sonu\u00e7suz kald\u0131 ve h\u00fck\u00fcmet y\u00fcr\u00fcy\u00fc\u015f\u00fc engellemeye haz\u0131r oldu\u011funu a\u00e7\u0131klad\u0131.<\/p>\n\n\n\n
\u2022 Avrupa’da siyasi risk \u0130spanya’da y\u00fckseldi: parlamentonun iki konut kararnamesini reddetmesinin ard\u0131ndan ba\u015fbakan\u0131n 29 Kas\u0131m gibi erken bir tarihte erken se\u00e7im de\u011ferlendirdi\u011fi bildiriliyor. Asya’da ise Vietnam \u00fc\u00e7\u00fcnc\u00fc \u00e7eyrekte y\u0131ll\u0131k %9,95 b\u00fcy\u00fcyerek 2022’den bu yana en h\u0131zl\u0131 b\u00fcy\u00fcmesini kaydetti; dokuz ayl\u0131k ithalat 453,72 milyar dolara (%36,7 art\u0131\u015f), ihracat 434,30 milyar dolara (%24,5 art\u0131\u015f) ula\u015ft\u0131. \u00c7in piyasalar\u0131 Alt\u0131n Hafta nedeniyle 7 Ekim’e kadar kapal\u0131.<\/p>\n\n\n\n
\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501
\ud83d\udcc8 P\u0130YASA HABERLER\u0130
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\u2022 ABD’de eyl\u00fcl istihdam\u0131 29.000 ki\u015fiyle 84.000-98.000 aral\u0131\u011f\u0131ndaki beklentinin \u00e7ok alt\u0131nda kald\u0131. \u0130\u015fsizlik oran\u0131 %4,1’den %4,2’ye \u00e7\u0131kt\u0131, y\u0131ll\u0131k \u00fccret art\u0131\u015f\u0131 %3,0, ayl\u0131k %0,1 oldu. Veri, s\u0131k\u0131la\u015ft\u0131rma korkusuyla dalgalanan piyasada “k\u00f6t\u00fc haber iyi haber” tepkisi yaratt\u0131.<\/p>\n\n\n\n
\u2022 Fed, 16 Eyl\u00fcl’de 12-0 oyla faizi art\u0131rarak politika aral\u0131\u011f\u0131n\u0131 %3,75-4,00’a ta\u015f\u0131m\u0131\u015ft\u0131; bu, 2023’ten bu yana ilk art\u0131r\u0131md\u0131. Gerek\u00e7e olan temmuz \u00e7ekirdek PCE’si y\u0131ll\u0131k revizyonla %3,3’ten %3,0’a \u00e7ekildi. Ekim hamlesi ihtimali hafta ba\u015f\u0131ndaki %60’l\u0131 seviyelerden istihdam verisi sonras\u0131 yakla\u015f\u0131k %18-21’e geriledi; 28 Ekim toplant\u0131s\u0131 ara se\u00e7imlerden alt\u0131 g\u00fcn \u00f6nceye denk geliyor ve CME fiyatlamas\u0131 bir sonraki art\u0131r\u0131m\u0131 9 Aral\u0131k’a kayd\u0131rd\u0131.<\/p>\n\n\n\n
\u2022 ABD 10 y\u0131ll\u0131k tahvil faizi %5,25-5,34 band\u0131nda, 2000’li y\u0131llar\u0131n ba\u015f\u0131ndan bu yana g\u00f6r\u00fclmemi\u015f seviyelerde. Veri sonras\u0131 faizler \u00f6nce sert d\u00fc\u015ft\u00fc, ard\u0131ndan zirvelere do\u011fru toparland\u0131; bu, rallinin alt\u0131nda s\u00fcren s\u00fcre (duration) riskinin s\u00f6nmedi\u011fini g\u00f6steriyor. Avrupa’da Fransa’n\u0131n 10 y\u0131ll\u0131k faizi 2002’den bu yana en y\u00fcksek seviyeye \u00e7\u0131kt\u0131 ve Almanya’ya g\u00f6re fark 140 baz puan\u0131 a\u015ft\u0131.<\/p>\n\n\n\n
\u2022 ABD hisseleri cuma g\u00fcn\u00fc y\u00fckseldi: S&P 500 %0,89, Dow %0,64, Nasdaq %1,35 ve Russell 2000 %0,35 artarak kapatt\u0131; S&P 500 haftal\u0131k bazda ise yaln\u0131zca %0,01 art\u0131\u015fla yatay kald\u0131. Nasdaq rekor seviyelere \u00e7\u0131kt\u0131, Nvidia 237,88 dolarla t\u00fcm zamanlar\u0131n zirvesini g\u00f6r\u00fcp piyasa de\u011ferini 5,7 trilyon dolar\u0131n \u00fczerine ta\u015f\u0131d\u0131. Sekt\u00f6rlerde sanayi ve d\u00f6ng\u00fcsel t\u00fcketim \u00f6ne \u00e7\u0131karken enerji ve finans geride kald\u0131.<\/p>\n\n\n\n
\u2022 \u015eirket taraf\u0131nda Tesla, \u00fc\u00e7\u00fcnc\u00fc \u00e7eyrekte 486.532 ara\u00e7 teslim ederek 463.000’lik beklentiyi a\u015ft\u0131 ve %5,2 y\u00fckseldi. Nike zay\u0131f bilan\u00e7o ve temkinli g\u00f6r\u00fcn\u00fcmle %7,26, Seagate ise Toshiba’n\u0131n HDD kapasite art\u0131\u015f\u0131 planlar\u0131yla %14,29 d\u00fc\u015ft\u00fc. ABD’de bilan\u00e7o sezonu \u00f6n\u00fcm\u00fczdeki hafta ba\u015fl\u0131yor.<\/p>\n\n\n\n
\u2022 Avrupa’da kay\u0131plar s\u00fcrd\u00fc: DAX %0,23, CAC 40 %0,46, FTSE 100 %0,10 geriledi ve STOXX 600 nisandan bu yana en k\u00f6t\u00fc haftas\u0131na, yakla\u015f\u0131k %2 d\u00fc\u015f\u00fc\u015fle gitti. Fransa’daki mali stres ile enerji kaynakl\u0131 enflasyon endi\u015fesi b\u00f6lgenin a\u011f\u0131rl\u0131\u011f\u0131n\u0131 olu\u015fturuyor.<\/p>\n\n\n\n
\u2022 Petrolde G7, \u00f6n\u00fcm\u00fczdeki d\u00f6rt ay i\u00e7inde 100 milyon varil dizel ve ham petrol rezervi salma karar\u0131 a\u00e7\u0131klad\u0131. Cuma g\u00fcn\u00fc Brent %2,34 d\u00fc\u015f\u00fc\u015fle 99,92 dolara, WTI %3,75 d\u00fc\u015f\u00fc\u015fle 89,39 dolara indi; bir g\u00fcn \u00f6nce \u00fc\u00e7\u00fcnc\u00fc u\u00e7ak gemisi haberiyle Brent %4’ten fazla s\u0131\u00e7ram\u0131\u015ft\u0131. Sava\u015f\u0131n yaratt\u0131\u011f\u0131 rafine \u00fcr\u00fcn s\u0131k\u0131\u015f\u0131kl\u0131\u011f\u0131 nedeniyle dizel primleri bask\u0131 alt\u0131nda.<\/p>\n\n\n\n
\u2022 Dolar endeksi 102’nin \u00fczerinde, 18 ay\u0131n zirvesinde seyrediyor; alt\u0131n 4.200 dolar civar\u0131nda, g\u00fcm\u00fc\u015f 61,4 dolar seviyesinde i\u015flem g\u00f6rd\u00fc. Tahvil faizlerinin y\u00fcksekli\u011fi de\u011ferli metaller \u00fczerindeki ana bask\u0131 olmay\u0131 s\u00fcrd\u00fcr\u00fcyor.<\/p>\n\n\n\n
\u2022 T\u00fcrkiye’de BIST 100 haftay\u0131 %4,88 d\u00fc\u015f\u00fc\u015fle 12.270,18 puandan kapatt\u0131; \u00fc\u00e7 g\u00fcn s\u00fcren sert sat\u0131\u015f\u0131n ard\u0131ndan cuma g\u00fcn\u00fc %0,17 art\u0131\u015f geldi. Sermaye Piyasas\u0131 Kurulu’nun tasfiye olan fonlarda yat\u0131r\u0131mc\u0131lara ara \u00f6deme yap\u0131laca\u011f\u0131n\u0131 duyurmas\u0131 toparlanmay\u0131 destekledi. Dolar\/TL haftal\u0131k %0,14 art\u0131\u015fla 49,0350, euro\/TL %0,69 d\u00fc\u015f\u00fc\u015fle 55,4680 oldu; gram alt\u0131n %1,53 gerileyerek 6.613 liraya indi.<\/p>\n\n\n\n
\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501
\u20bf KR\u0130PTO HABERLER\u0130
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\u2022 $BTC cuma g\u00fcn\u00fc 86.000 dolar\u0131 a\u015farak istihdam verisi sonras\u0131 87.219 dolara kadar \u00e7\u0131kt\u0131, ard\u0131ndan 87.000’in alt\u0131na d\u00f6nd\u00fc; g\u00fcn i\u00e7i aral\u0131k 83.130-86.915 dolar oldu. Fiyat, JPMorgan’\u0131n tahmin etti\u011fi yakla\u015f\u0131k 85.000 dolarl\u0131k \u00fcretim maliyetinin \u00fczerine yerle\u015fti. Ethereum 2.700 dolar civar\u0131nda, Bitcoin dominans\u0131 %56,9, stablecoin piyasa de\u011feri 292,4 milyar dolar; Korku ve A\u00e7g\u00f6zl\u00fcl\u00fck Endeksi 74’ten 72’ye inerek “a\u00e7g\u00f6zl\u00fcl\u00fck” b\u00f6lgesinde.<\/p>\n\n\n\n
\u2022 Spot Bitcoin ETF’leri per\u015fembe g\u00fcn\u00fc 103 milyon dolar net giri\u015f kaydetti; \u00e7ar\u015fambaki 148,7 milyon dolarl\u0131k \u00e7\u0131k\u0131\u015f tersine d\u00f6nd\u00fc. BlackRock IBIT 195,6 milyon dolar \u00e7ekerken Fidelity FBTC 60,7 milyon dolar, Grayscale GBTC 31,4 milyon dolar kaybetti. Toplam ETF varl\u0131klar\u0131 109,3 milyar dolara, k\u00fcm\u00fclatif net giri\u015f 57,6 milyar dolara ula\u015ft\u0131; Ethereum ETF’lerinden ise ayn\u0131 g\u00fcn yakla\u015f\u0131k 56-57 milyon dolar \u00e7\u0131k\u0131\u015f oldu.<\/p>\n\n\n\n
\u2022 Citi, Bitcoin hedefini 113.000 dolara, $ETH hedefini 3.028 dolara y\u00fckseltti ve kripto ETF’lerine yakla\u015f\u0131k 5 milyar dolarl\u0131k yeni giri\u015f bekledi\u011fini belirtti. Sermaye hareketi b\u00fcy\u00fck \u00f6l\u00e7\u00fcde Bitcoin ve b\u00fcy\u00fck kapitalizasyonlu coin’lere y\u00f6neldi; Ethena yakla\u015f\u0131k %9, NEAR ve Quant da d\u00fc\u015ft\u00fc. Bitcoin, 10 Ekim 2025 \u00e7\u00f6k\u00fc\u015f\u00fcn\u00fcn birinci y\u0131l d\u00f6n\u00fcm\u00fcne yakla\u015f\u0131rken “Uptober” sezonalitesini yeniden s\u0131n\u0131yor.<\/p>\n\n\n\n
\u2022 SEC, yat\u0131r\u0131m dan\u0131\u015fmanlar\u0131 ve d\u00fczenlenmi\u015f fonlar i\u00e7in kripto saklama \u00e7er\u00e7evesi \u00f6nerdi. Teklif, uygun saklay\u0131c\u0131 bulunmad\u0131\u011f\u0131nda s\u0131n\u0131rl\u0131 \u00f6z-saklamaya, eyalet g\u00fcven \u015firketlerinin saklay\u0131c\u0131 olmas\u0131na ve varl\u0131k y\u00f6neticilerinin kripto varl\u0131klar\u0131 ETF olmadan do\u011frudan tutmas\u0131na izin veriyor; \u00e7ift onay ve siber g\u00fcvenlik kontrolleri \u015fart ko\u015fuluyor, 60 g\u00fcnl\u00fck yorum s\u00fcresi a\u00e7\u0131ld\u0131. Hamle, Senato’nun Clarity Yasas\u0131’n\u0131 ge\u00e7irememesinin ard\u0131ndan SEC ve CFTC’nin kurallar\u0131 yasama beklemeden kurma \u00e7abas\u0131n\u0131n par\u00e7as\u0131.<\/p>\n\n\n\n
\u2022 IMF, El Salvador’un Bitcoin birikimiyle ilgili program ihlali i\u00e7in muafiyet verdi ve 139 milyon dolarl\u0131k dilimi serbest b\u0131rakt\u0131. Kar\u015f\u0131l\u0131\u011f\u0131nda devletin yeni Bitcoin al\u0131mlar\u0131n\u0131 durdurmas\u0131 ve kamunun kripto alan\u0131ndaki rol\u00fcn\u00fc azaltmas\u0131 ko\u015fulu getirildi.<\/p>\n\n\n\n
\u2022 AB taraf\u0131nda Circle, MiCA kapsam\u0131nda \u00e7oklu ihra\u00e7l\u0131 stablecoin’lere izin verilmesini, yurt d\u0131\u015f\u0131nda d\u00fczenlenen stablecoin’lerin tan\u0131nmas\u0131n\u0131 ve %30 banka mevduat\u0131 \u015fart\u0131 bulunan rezerv kurallar\u0131n\u0131n yumu\u015fat\u0131lmas\u0131n\u0131 talep etti. Konu, Avrupa’da stablecoin rekabet g\u00fcc\u00fc tart\u0131\u015fmas\u0131n\u0131n merkezinde yer al\u0131yor.<\/p>\n\n\n\n
\u2022 Eyl\u00fcl, 2026’n\u0131n hack a\u00e7\u0131s\u0131ndan en k\u00f6t\u00fc ay\u0131 oldu: toplam kay\u0131p yakla\u015f\u0131k 766-768 milyon dolar, a\u011fustostaki 136 milyon dolarl\u0131k seviyenin \u00e7ok \u00fczerinde. En b\u00fcy\u00fck olaylar 24 Eyl\u00fcl’deki Bitget ihlali (yakla\u015f\u0131k 387,5 milyon dolar; \u00fc\u00e7\u00fcnc\u00fc taraf g\u00fcvenlik yaz\u0131l\u0131m\u0131 \u00fczerinden s\u0131cak ve \u0131l\u0131k c\u00fczdanlara eri\u015fim) ile 6 Eyl\u00fcl’deki Liquid Network a\u00e7\u0131\u011f\u0131 (yakla\u015f\u0131k 320 milyon dolar; sald\u0131rgan 3.400 BTC’yi bir g\u00fcn i\u00e7inde iade etti) oldu. Safe Wallet 7,8 milyon, DCENT yakla\u015f\u0131k 6 milyon, Duelbits yakla\u015f\u0131k 5,9 milyon dolar kaybetti.<\/p>\n\n\n\n
\u2022 $NEAR Intents’te Omni para yat\u0131rma\/\u00e7ekme sistemindeki hata nedeniyle 3,8 milyon dolarl\u0131k istismar ya\u015fand\u0131; $BNB Chain, Polygon, TON, Optimism ve Avalanche’ta i\u015flemler durduruldu. Sald\u0131rgan fonlar\u0131n tamam\u0131n\u0131 24 saat i\u00e7inde iade etti. Drift Vakf\u0131 ise nisandaki sald\u0131r\u0131n\u0131n ard\u0131ndan DFX talep s\u00fcrecini ba\u015flatt\u0131.<\/p>\n\n\n\n
\u2022 Madencilik taraf\u0131nda 30 g\u00fcnl\u00fck ortalama hash oran\u0131 944,6 EH\/s ile 13 Haziran’dan bu yana en y\u00fcksek seviyeye \u00e7\u0131kt\u0131, ancak kas\u0131m 2025 zirvesinin yakla\u015f\u0131k %15 alt\u0131nda. A\u011f zorlu\u011funun 3 Ekim’de %0,86 art\u0131\u015fla 133,9 trilyona \u00e7\u0131kmas\u0131 bekleniyor. Protokol taraf\u0131nda Osmosis 17,4 milyon OSMO yakmay\u0131 planl\u0131yor, Arbitrum’un eyl\u00fcl geliri 5 milyon dolar\u0131 a\u015ft\u0131.<\/p>\n\n\n\n
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\ud83d\udd13 TOKEN K\u0130L\u0130T A\u00c7ILMALARI
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\u2022 $HYPE (Hyperliquid) \u2014 6 Ekim, saat kaynaklarda netle\u015fmiyor. Yakla\u015f\u0131k 9,92 milyon HYPE, yakla\u015f\u0131k 856 milyon dolar; dola\u015f\u0131mdaki arz\u0131n yakla\u015f\u0131k %4,5’i (toplam arz\u0131n yakla\u015f\u0131k %1’i). Al\u0131c\u0131: \u00e7ekirdek katk\u0131c\u0131lar (cliff vesting). Sat\u0131\u015f bask\u0131s\u0131: \ud83d\udd34 Ekim ay\u0131n\u0131n toplam unlock hacminin yakla\u015f\u0131k \u00fc\u00e7te ikisini tek ba\u015f\u0131na olu\u015fturuyor; ancak al\u0131c\u0131lar tutabilir, stake edebilir ve protokol\u00fcn geri al\u0131m-yak\u0131m mekanizmas\u0131 etkiyi k\u0131smen dengeleyebilir.<\/p>\n\n\n\n
\u2022 $ENA (Ethena) \u2014 5 Ekim, saat kaynaklarda netle\u015fmiyor. Tokenomist takvimi 40,08 milyon dolar ve dola\u015f\u0131mdaki arz\u0131n %1,70’ini g\u00f6steriyor; haberler ise vakf\u0131n tohum yat\u0131r\u0131mc\u0131 paylar\u0131n\u0131 tek seferde \u00f6ne \u00e7ekti\u011fini, yakla\u015f\u0131k 1,41 milyar ENA’n\u0131n (dola\u015f\u0131mdaki arz\u0131n yakla\u015f\u0131k %14’\u00fc) likit hale gelece\u011fini aktar\u0131yor. Al\u0131c\u0131: tohum yat\u0131r\u0131mc\u0131lar\u0131; ayr\u0131ca StablecoinX’in yakla\u015f\u0131k 3,03 milyar ENA’l\u0131k (toplam arz\u0131n %20’si) kilidi ayn\u0131 tarihte kalk\u0131yor, ancak sat\u0131\u015f i\u00e7in vakf\u0131n yaz\u0131l\u0131 onay\u0131 ve be\u015f i\u015f g\u00fcn\u00fc \u00f6nceden bildirim gerekiyor. Sat\u0131\u015f bask\u0131s\u0131: \ud83d\udfe1 Tek seferlik arz testi; ge\u00e7erse 17 ayl\u0131k yat\u0131r\u0131mc\u0131 bask\u0131s\u0131 ortadan kalk\u0131yor, ENA’n\u0131n hafta i\u00e7inde yakla\u015f\u0131k %9 gerilemesi piyasan\u0131n bunu fiyatlad\u0131\u011f\u0131n\u0131 g\u00f6steriyor.<\/p>\n\n\n\n
\u2022 $BB (BounceBit) \u2014 4 Ekim, saat kaynaklarda netle\u015fmiyor. Yakla\u015f\u0131k 295 bin dolar; dola\u015f\u0131mdaki arz\u0131n %7,66’s\u0131. Al\u0131c\u0131: karma tahsisler. Sat\u0131\u015f bask\u0131s\u0131: \ud83d\udfe2 Oran y\u00fcksek olsa da tutar k\u00fc\u00e7\u00fck; ince likidite nedeniyle k\u0131sa vadeli dalgalanma \u00fcretebilir.<\/p>\n\n\n\n
\u2022 $MMT (Momentum) \u2014 3 Ekim (bug\u00fcn), saat kaynaklarda netle\u015fmiyor. Yakla\u015f\u0131k 920 bin dolar; dola\u015f\u0131mdaki arz\u0131n %2,42’si. Al\u0131c\u0131: karma tahsisler. Sat\u0131\u015f bask\u0131s\u0131: \ud83d\udfe1 Tutar e\u015fi\u011fin hemen alt\u0131nda, ancak oran dikkate de\u011fer.<\/p>\n\n\n\n
\u2022 $APT (Aptos) \u2014 11 Ekim, saat kaynaklarda netle\u015fmiyor. Yakla\u015f\u0131k 9 milyon dolar; dola\u015f\u0131mdaki arza oran\u0131 kaynaklarda a\u00e7\u0131k\u00e7a g\u00f6r\u00fcnm\u00fcyor. Al\u0131c\u0131: topluluk tahsisi (lineer vesting). Sat\u0131\u015f bask\u0131s\u0131: \ud83d\udfe2 D\u00fczenli ayl\u0131k ak\u0131\u015f\u0131n par\u00e7as\u0131 oldu\u011fu i\u00e7in piyasa taraf\u0131ndan b\u00fcy\u00fck oranda fiyatlanm\u0131\u015f durumda.<\/p>\n\n\n\n
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\ud83d\udd2d \u00d6N\u00dcM\u00dcZDEK\u0130 HAFTAYA BAKI\u015e
\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501<\/p>\n\n\n\n
\u2022 Pazar 4 Ekim: PTI’nin Pakistan’da Lakki Marwat’tan y\u00fcr\u00fcy\u00fc\u015f ba\u015flatmas\u0131 planlan\u0131yor; h\u00fck\u00fcmetin engelleme haz\u0131rl\u0131\u011f\u0131 gerilim riski ta\u015f\u0131yor. Vadeli petrol a\u00e7\u0131l\u0131\u015f\u0131, 3 Ekim’deki G7 sonras\u0131 fiyat ke\u015ffi ve u\u00e7ak gemisi haberlerinin etkisi i\u00e7in ilk g\u00f6sterge olacak; BB unlock’\u0131 da bu g\u00fcn ger\u00e7ekle\u015fiyor.<\/p>\n\n\n\n
\u2022 Pazartesi 5 Ekim: 16:45 ABD S&P Global bile\u015fik ve hizmet PMI (nihai), 17:00 ISM hizmet PMI (beklenti 55,1). ENA unlock’\u0131 bu g\u00fcn; \u00c7in piyasalar\u0131 Alt\u0131n Hafta nedeniyle 7 Ekim’e kadar kapal\u0131.<\/p>\n\n\n\n
\u2022 Sal\u0131 6 Ekim: 09:00 Almanya fabrika sipari\u015fleri, 12:00 Euro B\u00f6lgesi perakende sat\u0131\u015flar\u0131, 15:30 ABD ve Kanada d\u0131\u015f ticaret dengesi, 20:00 ABD 58 milyar dolarl\u0131k 3 y\u0131ll\u0131k tahvil ihalesi. HYPE unlock’\u0131 bu g\u00fcn; Constellation Brands bilan\u00e7osu piyasa kapan\u0131\u015f\u0131ndan sonra.<\/p>\n\n\n\n
\u2022 \u00c7ar\u015famba 7 Ekim: 09:00 Almanya sanayi \u00fcretimi, 17:30 ABD haftal\u0131k ham petrol stoklar\u0131, 20:01 ABD 39 milyar dolarl\u0131k 10 y\u0131ll\u0131k tahvil ihalesi (faiz rekorlar\u0131 nedeniyle kritik), 21:00 FOMC eyl\u00fcl toplant\u0131 tutanaklar\u0131. Faiz art\u0131r\u0131m patikas\u0131 ve Aral\u0131k beklentisi i\u00e7in ayr\u0131nt\u0131lar aranacak.<\/p>\n\n\n\n
\u2022 Per\u015fembe 8 Ekim: 14:30 ECB toplant\u0131 \u00f6zeti, 15:30 ABD haftal\u0131k i\u015fsizlik ba\u015fvurular\u0131 (beklenti 200.000), 20:01 ABD 22 milyar dolarl\u0131k 30 y\u0131ll\u0131k tahvil ihalesi. PepsiCo bilan\u00e7osu piyasa a\u00e7\u0131l\u0131\u015f\u0131ndan \u00f6nce; ABD tahvil ihale zinciri uzun vadeli faizler a\u00e7\u0131s\u0131ndan haftan\u0131n ana riski.<\/p>\n\n\n\n
\u2022 Cuma 9 Ekim: 15:30 Kanada istihdam verisi (beklenti 9.500, i\u015fsizlik %6,5), 17:00 Michigan \u00dcniversitesi t\u00fcketici g\u00fcveni (beklenti 48,1) ve enflasyon beklentileri; Delta Air Lines bilan\u00e7osu a\u00e7\u0131l\u0131\u015ftan \u00f6nce. Sonraki hafta i\u00e7in 14 Ekim ABD T\u00dcFE ve 12 Ekim’de ABD tahvil piyasas\u0131 tatili \u00f6ne \u00e7\u0131k\u0131yor.<\/p>\n
\ud83d\udca1 Bilgi Notu:<\/strong> \u201cDuration riski\u201d, tahvil fiyatlar\u0131n\u0131n faizlerdeki de\u011fi\u015fime ne kadar hassas oldu\u011funu anlat\u0131r; vade uzad\u0131k\u00e7a bu hassasiyet artar. Faizler y\u00fckselirse uzun vadeli tahvillerin fiyat\u0131 daha sert etkilenebilir.<\/p> \ud83d\udcca Piyasa Etkisi:<\/strong> ABD istihdam verisinin beklentinin \u00e7ok alt\u0131nda kalmas\u0131 ve i\u015fsizli\u011fin artmas\u0131, Fed\u2019in daha h\u0131zl\u0131 s\u0131k\u0131la\u015faca\u011f\u0131 endi\u015fesini bir miktar azaltm\u0131\u015f g\u00f6r\u00fcn\u00fcyor. Bu durum k\u0131sa vadede tahvil faizlerini a\u015fa\u011f\u0131, hisse senetleri ve riskli varl\u0131klar\u0131 ise yukar\u0131 destekleyebilir; ancak faizlerin h\u00e2l\u00e2 \u00e7ok y\u00fcksek olmas\u0131 oynakl\u0131\u011f\u0131 s\u0131n\u0131rl\u0131 tutabilir.<\/p>","protected":false},"excerpt":{"rendered":" \ud83d\uddfa\ufe0f K\u00dcRESEL & JEOPOL\u0130T\u0130K\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501 \u2022 ABD, \u0130ran sava\u015f\u0131n\u0131n 219. g\u00fcn\u00fcnde b\u00f6lgeye \u00fc\u00e7\u00fcnc\u00fc u\u00e7ak gemisi grubunu g\u00f6nderiyor. USS Theodore Roosevelt grubu<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"colormag_page_container_layout":"default_layout","colormag_page_sidebar_layout":"default_layout","fxk_merge_backup":"","footnotes":""},"categories":[245],"tags":[247],"class_list":["post-26503","post","type-post","status-publish","format-standard","hentry","category-raporlar","tag-rapor"],"_links":{"self":[{"href":"https:\/\/fxknews.com\/index.php?rest_route=\/wp\/v2\/posts\/26503","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/fxknews.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/fxknews.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/fxknews.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/fxknews.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=26503"}],"version-history":[{"count":3,"href":"https:\/\/fxknews.com\/index.php?rest_route=\/wp\/v2\/posts\/26503\/revisions"}],"predecessor-version":[{"id":26508,"href":"https:\/\/fxknews.com\/index.php?rest_route=\/wp\/v2\/posts\/26503\/revisions\/26508"}],"wp:attachment":[{"href":"https:\/\/fxknews.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=26503"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/fxknews.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=26503"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/fxknews.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=26503"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}