\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 Ba\u015fkan\u0131, 3 Kas\u0131m ara se\u00e7imlerinden \u00f6nce \u0130ran’a sald\u0131rmayacaklar\u0131n\u0131 a\u00e7\u0131klad\u0131 ve Tahran’la “verimli g\u00f6r\u00fc\u015fmeler” yap\u0131ld\u0131\u011f\u0131n\u0131 s\u00f6yledi. \u0130ran D\u0131\u015fi\u015fleri Bakan\u0131, H\u00fcrm\u00fcz Bo\u011faz\u0131’n\u0131 yedi g\u00fcn i\u00e7inde yeniden a\u00e7may\u0131 \u00f6ng\u00f6ren \u00f6nerisine verilen ABD yan\u0131t\u0131n\u0131 incelediklerini belirtti. Buna kar\u015f\u0131n ABD’li yetkililer New York Times’a, ordunun b\u00fcy\u00fck \u00e7apl\u0131 harek\u00e2t\u0131 yeniden ba\u015flatma se\u00e7eneklerini haz\u0131rlamay\u0131 s\u00fcrd\u00fcrd\u00fc\u011f\u00fcn\u00fc s\u00f6yledi.<\/p>\n\n\n\n
\u2022 H\u00fcrm\u00fcz’de deniz trafi\u011fi h\u00e2l\u00e2 hedef. Devrim Muhaf\u0131zlar\u0131, LPG tankeri NV Sunshine’\u0131 vurdu\u011funu duyurdu; petrol ve kimyasal tankeri Acers de \u00e7ar\u015famba gecesi birden fazla mermiyle vuruldu ve can kayb\u0131 oldu. \u0130ngiliz yetkililer ekim ay\u0131n\u0131n ilk dokuz g\u00fcn\u00fcnde bo\u011fazda en az dokuz sald\u0131r\u0131 kaydedildi\u011fini bildirdi. Birle\u015fik Arap Emirlikleri’nin bo\u011faz\u0131 bypass edecek bir F\u00fcceyra boru hatt\u0131 g\u00fczerg\u00e2h\u0131 planlad\u0131\u011f\u0131 bildiriliyor.<\/p>\n\n\n\n
\u2022 Yemen cephesinde Husilerin Riyad King Khalid Havaliman\u0131’na y\u00f6nelik sald\u0131r\u0131lar\u0131nda \u00fc\u00e7 Suudi vatanda\u015f\u0131, aralar\u0131nda bir Saudia pilotu da olmak \u00fczere, hayat\u0131n\u0131 kaybetti ve bir yolcu u\u00e7a\u011f\u0131 hasar g\u00f6rd\u00fc. Riyad’\u0131n k\u00fcresel bir petrol toplant\u0131s\u0131na ev sahipli\u011fi yapaca\u011f\u0131 g\u00fcnlere denk gelen sald\u0131r\u0131n\u0131n ard\u0131ndan \u00e7ok say\u0131da havayolu seferlerini iptal etti. Suudi hava sald\u0131r\u0131lar\u0131 Sana’daki Husi hedeflerini vurmay\u0131 s\u00fcrd\u00fcr\u00fcyor; bir Aramco rafinerisi \u00fczerinde duman g\u00f6r\u00fcld\u00fc\u011f\u00fc rapor edildi.<\/p>\n\n\n\n
\u2022 Rusya-Ukrayna sava\u015f\u0131nda do\u011fu Ukrayna’ya y\u00f6nelik bir Rus bombard\u0131man\u0131nda en az 35 ki\u015fi \u00f6ld\u00fc; iki g\u00fcnl\u00fck \u00fclke genelindeki can kayb\u0131 70’i a\u015ft\u0131. Ukrayna Devlet Ba\u015fkan\u0131, ABD’yi Rusya’yla ekonomik ba\u011flar kurarken Kiev’e yard\u0131m etmekte isteksiz davranmakla su\u00e7lad\u0131. ABD’nin \u00f6zel temsilcileri Miami’de Ukraynal\u0131 ve Avrupal\u0131 yetkililerle bir araya gelecek; masadaki fikirlerden biri enerji altyap\u0131s\u0131 ile tah\u0131l sevkiyat\u0131n\u0131 kapsayan k\u0131smi ate\u015fkes. Ukrayna ise Kaluga b\u00f6lgesindeki Yandex veri merkezlerini vurarak bir k\u0131sm\u0131n\u0131 devre d\u0131\u015f\u0131 b\u0131rakt\u0131.<\/p>\n\n\n\n
\u2022 Avrupa’da n\u00fckleer s\u00f6ylem sertle\u015fti: Rusya Devlet Ba\u015fkan\u0131, Kaliningrad’a sald\u0131r\u0131 h\u00e2linde t\u00fcm silahlar\u0131n kullan\u0131laca\u011f\u0131n\u0131 s\u00f6yledi; NATO bu a\u00e7\u0131klamay\u0131 k\u0131nad\u0131. Polonyal\u0131 CBRN ekipleri bir asker\u00ee \u00fcste olas\u0131 bir olaya m\u00fcdahale etti. \u0130ngiltere’deki RAF Molesworth \u00fcss\u00fcnde \u00e7it ihlali nedeniyle iki Letonyal\u0131 g\u00f6zalt\u0131na al\u0131nd\u0131; RAF Fairford yak\u0131n\u0131ndaki olayla ba\u011flant\u0131l\u0131 olarak ter\u00f6r yasas\u0131yla tutuklanan bir \u015f\u00fcpheli i\u00e7in \u0130ran’\u0131n rol\u00fc ihtimali g\u00fcndemde.<\/p>\n\n\n\n
\u2022 Avrupa’n\u0131n enerji g\u00fcvenli\u011fi ince buz \u00fczerinde: K\u0131ta, ABD bask\u0131s\u0131yla dizel rezervlerinin bir k\u0131sm\u0131n\u0131 piyasaya s\u00fcrmeyi kabul etti, Rusya dizel ihracat yasa\u011f\u0131n\u0131 ekim sonuna kadar uzatt\u0131, G7 rafineri bak\u0131m takvimlerini e\u015fg\u00fcd\u00fcml\u00fc y\u00fcr\u00fctme karar\u0131 ald\u0131. UBS, Avrupa’n\u0131n gaz tamponunun k\u0131\u015fa girerken zay\u0131f oldu\u011funu uyard\u0131. Fransa’da \u00f6\u011frenci protestolar\u0131 okullar\u0131 kapatt\u0131, anketlerde a\u015f\u0131r\u0131 solun y\u00fckseli\u015fi dikkat \u00e7ekiyor; \u0130spanya’da erken se\u00e7im ihtimali tahmin piyasalar\u0131nda y\u00fckseliyor.<\/p>\n\n\n\n
\u2022 ABD-\u00c7in hatt\u0131nda iki \u00fclkenin yakla\u015f\u0131k 30 milyar dolarl\u0131k \u00fcr\u00fcn \u00fczerindeki g\u00fcmr\u00fck vergilerini indirmeyi planlad\u0131\u011f\u0131 bildiriliyor; buna ra\u011fmen nadir toprak elementleri anla\u015fmazl\u0131\u011f\u0131 s\u00fcr\u00fcyor ve Washington’\u0131n \u00c7in’in u\u00e7ak yedek par\u00e7as\u0131 tedarikini s\u0131k\u0131\u015ft\u0131rd\u0131\u011f\u0131 aktar\u0131l\u0131yor. FBI ve Adalet Bakanl\u0131\u011f\u0131, \u00c7in devletiyle ba\u011flant\u0131l\u0131 bir hacker grubunun kulland\u0131\u011f\u0131 tarama ve oltalama ara\u00e7lar\u0131na el koydu. Hazine Bakan\u0131’n\u0131n \u00c7in’in kur uygulamalar\u0131na odaklanacak yeni bir dan\u0131\u015fman atad\u0131\u011f\u0131 da duyuruldu.<\/p>\n\n\n\n
\u2022 ABD i\u00e7 siyasetinde ara se\u00e7ime \u00fc\u00e7 hafta kala tahmin piyasalar\u0131 Demokratlar\u0131n Temsilciler Meclisi’ni kazanma ihtimalini yakla\u015f\u0131k %91 fiyatl\u0131yor. Ba\u015fkan Yard\u0131mc\u0131s\u0131, aralar\u0131nda $MSFT’un da bulundu\u011fu birka\u00e7 \u015firketi H-1B vize program\u0131ndan ask\u0131ya ald\u0131; bir federal yarg\u0131\u00e7 ise 100.000 dolarl\u0131k H-1B \u00fccretini engelledi. Y\u00fcksek Mahkeme \u00fc\u00e7\u00fcnc\u00fc \u00fclkelere s\u0131n\u0131r d\u0131\u015f\u0131 i\u015flemlerinin yeniden ba\u015flamas\u0131na izin verdi.<\/p>\n\n\n\n
\u2022 Asya ve Afrika’da gerilim y\u00fcksek: Kuzey Kore orta menzilli balistik f\u00fcze test etti; G\u00fcney Kore, Kiev’in iki Kuzey Koreli sava\u015f esirinin gizlice Seul’e devredildi\u011fini a\u00e7\u0131klamas\u0131n\u0131n ard\u0131ndan Ukrayna b\u00fcy\u00fckel\u00e7isini geri \u00e7a\u011f\u0131racak. Tayvan Devlet Ba\u015fkan\u0131 bug\u00fcn Ulusal G\u00fcn konu\u015fmas\u0131nda savunma harcamalar\u0131n\u0131n art\u0131r\u0131lmas\u0131n\u0131n “provokasyon” olmad\u0131\u011f\u0131n\u0131 savunacak. Etiyopya, BM’ye Eritre g\u00fc\u00e7lerinin “topyek\u00fbn i\u015fgali” nedeniyle kendini savunmak zorunda kald\u0131\u011f\u0131n\u0131 bildirdi. Filistin y\u00f6netimi 28 Kas\u0131m’da yap\u0131lmas\u0131 planlanan yasama se\u00e7imlerini birka\u00e7 ay erteleyece\u011fini a\u00e7\u0131klad\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
\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 hisseleri haftay\u0131 y\u00fckseli\u015fle kapatt\u0131: Dow 51.655,01 (%0,83 art\u0131\u015f), S&P 500 7.811,51 (%0,59) ve Nasdaq 27.366,17 (%0,64) ile tamamland\u0131. Haftal\u0131k bazda Dow %1,15, S&P 500 %0,95, Nasdaq %0,19 y\u00fckselirken Russell 2000 %0,91 geriledi. S&P 500 rekor b\u00f6lgesinde haftay\u0131 bitirdi; sekt\u00f6rlerde gayrimenkul ve sa\u011fl\u0131k \u00f6ne \u00e7\u0131kt\u0131, ileti\u015fim hizmetleri %1,62 d\u00fc\u015ft\u00fc.<\/p>\n\n\n\n
\u2022 Tahvil piyasas\u0131 haftan\u0131n as\u0131l hik\u00e2yesi oldu. ABD 10 y\u0131ll\u0131k tahvil getirisi \u00e7ar\u015famba g\u00fcn\u00fc 2002’den bu yana en y\u00fcksek seviye olan %5,36’ya dokundu, cuma kapan\u0131\u015f\u0131nda %5,248 civar\u0131ndayd\u0131; 2 y\u0131ll\u0131k %4,795’e, 2s10s makas\u0131 yakla\u015f\u0131k 45 baz puana ula\u015ft\u0131. Getiriler 10 y\u0131ll\u0131k ihale sonras\u0131 bir miktar gev\u015fedi ama haftan\u0131n b\u00fcy\u00fck k\u0131sm\u0131nda varl\u0131k fiyatlamalar\u0131na y\u00f6n verdi.<\/p>\n\n\n\n
\u2022 Fed 16 Eyl\u00fcl’de politika faizini 12-0 oyla 25 baz puan art\u0131rarak %3,75-4,00’e \u00e7\u0131kard\u0131; bu, Temmuz 2023’ten bu yana ilk art\u0131r\u0131m. Toplant\u0131 tutanaklar\u0131, kat\u0131l\u0131mc\u0131lar\u0131n \u00e7o\u011funun y\u0131l sonuna kadar bir art\u0131r\u0131m\u0131 daha uygun g\u00f6rd\u00fc\u011f\u00fcn\u00fc, Orta Do\u011fu \u00e7at\u0131\u015fmas\u0131, yapay zek\u00e2 yat\u0131r\u0131mlar\u0131 ve ge\u00e7mi\u015f tarifelerin enflasyon bask\u0131s\u0131 yaratt\u0131\u011f\u0131n\u0131 ortaya koydu. A\u011fustos PCE enflasyonu y\u0131ll\u0131k %3,8, \u00e7ekirdek %3,4 olarak tahmin ediliyor; i\u015fsizlik oran\u0131 %4,1. Piyasa 27-28 Ekim toplant\u0131s\u0131nda art\u0131r\u0131m ihtimalini yakla\u015f\u0131k %18-25 aral\u0131\u011f\u0131nda fiyatl\u0131yor, y\u0131l sonuna kadar bir art\u0131r\u0131m ise fiyatlanm\u0131\u015f durumda.<\/p>\n\n\n\n
\u2022 Petrolde dalgal\u0131 bir hafta geride kald\u0131. Per\u015fembe g\u00fcn\u00fc Brent yakla\u015f\u0131k %4 y\u00fckselirken, ABD Ba\u015fkan\u0131’n\u0131n se\u00e7im \u00f6ncesi sald\u0131r\u0131 yap\u0131lmayaca\u011f\u0131 mesaj\u0131n\u0131n ard\u0131ndan cuma sabah\u0131 WTI yakla\u015f\u0131k 90,90, Brent yakla\u015f\u0131k 103,20 dolara geriledi. Kategori 3’e ula\u015fan Isaias Kas\u0131rgas\u0131, K\u00f6rfez’deki petrol \u00fcretiminin yakla\u015f\u0131k %63’\u00fcn\u00fc (g\u00fcnde yakla\u015f\u0131k 1,28 milyon varil) kapatt\u0131 ve 121 platform tahliye edildi; karaya \u00e7\u0131k\u0131\u015f\u0131n Alabama-Florida s\u0131n\u0131r\u0131 yak\u0131n\u0131nda beklenmesi arz endi\u015fesini canl\u0131 tutuyor.<\/p>\n\n\n\n
\u2022 Alt\u0131n iki ayl\u0131k dipten toparland\u0131; cuma g\u00fcn\u00fc %1,27 art\u0131\u015fla ons ba\u015f\u0131na 4.209,60 dolara, g\u00fcm\u00fc\u015f %1,95 art\u0131\u015fla 60,58 dolara \u00e7\u0131kt\u0131. Dolar endeksi haftay\u0131 k\u00fc\u00e7\u00fck bir art\u0131\u015fla tamamlad\u0131; \u00e7ar\u015famba g\u00fcn\u00fc %0,42 y\u00fckselerek 102,3 civar\u0131na geldi ve yedi maj\u00f6r paritenin alt\u0131s\u0131nda g\u00fc\u00e7lendi. Kanada’n\u0131n cuma g\u00fcn\u00fc a\u00e7\u0131klanan zay\u0131f istihdam raporu Kanada dolar\u0131n\u0131 bask\u0131lad\u0131.<\/p>\n\n\n\n
\u2022 Teknolojide hafta dalgal\u0131yd\u0131: Financial Times, OpenAI’nin eyl\u00fcl ay\u0131 y\u0131ll\u0131k gelir h\u0131z\u0131n\u0131n yakla\u015f\u0131k 50 milyar dolar oldu\u011funu, dola\u015f\u0131mdaki yakla\u015f\u0131k 70 milyar dolarl\u0131k rakamdan \u00e7ok daha d\u00fc\u015f\u00fck kald\u0131\u011f\u0131n\u0131 yazd\u0131 ve per\u015fembe g\u00fcn\u00fc \u00e7ip hisselerinde sat\u0131\u015f tetiklendi. Cuma g\u00fcn\u00fc yapay zek\u00e2 kayg\u0131lar\u0131 hafifleyince teknoloji toparland\u0131. Nikkei’nin, $AAPL’\u0131n iPhone 18 Pro bile\u015fen sipari\u015flerini %15-20 k\u0131st\u0131\u011f\u0131n\u0131 yazmas\u0131 Apple’\u0131 yakla\u015f\u0131k %2,3, Skyworks’\u00fc yakla\u015f\u0131k %6,4 d\u00fc\u015f\u00fcrd\u00fc.<\/p>\n\n\n\n
\u2022 $SPCX’in Grain Management’tan ulusal \u00f6l\u00e7ekte d\u00fc\u015f\u00fck bant spektrumu yakla\u015f\u0131k 8 milyar dolara sat\u0131n almay\u0131 kabul etmesi telekom hisselerini sarst\u0131: T-Mobile g\u00fcn i\u00e7inde %9,5-12 de\u011fer kaybetti, AT&T ve Verizon da sert d\u00fc\u015ft\u00fc. Humana, Medicare Advantage y\u0131ld\u0131z derecelendirmelerinin geri verilmesiyle %12-14 y\u00fckseldi; Moderna, Nasdaq-100’e geri d\u00f6nmesiyle yakla\u015f\u0131k %9 artt\u0131.<\/p>\n\n\n\n
\u2022 Bilan\u00e7o sezonu Delta Air Lines ile resmen ba\u015flad\u0131: \u015firket iki y\u0131l sonra ilk kez beklentileri ka\u00e7\u0131rd\u0131, 2026 d\u00fczeltilmi\u015f hisse ba\u015f\u0131na k\u00e2r rehberli\u011fini 6,50-7,50 dolardan 5,10-5,60 dolara indirdi ve serbest nakit ak\u0131\u015f\u0131 hedefini 2,5 milyar dolara \u00e7ekti. T\u00fcketici taraf\u0131nda Michigan \u00dcniversitesi’nin \u00f6n ekim g\u00fcven endeksi 46,3 ile eyl\u00fcl\u00fcn 48,1’inin ve 47,6’l\u0131k beklentinin alt\u0131nda geldi; ya\u015fam maliyeti ho\u015fnutsuzlu\u011fu \u00f6ne \u00e7\u0131kt\u0131. Bir ayda 16 kamyon ta\u015f\u0131mac\u0131l\u0131\u011f\u0131 \u015firketinin iflas ba\u015fvurusu yapt\u0131\u011f\u0131 bildirildi.<\/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
\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 $BTC haftay\u0131 yakla\u015f\u0131k 82.123 dolardan kapatt\u0131; haftal\u0131k kay\u0131p %2,81. Per\u015fembe g\u00fcn\u00fc 80.300-80.400 dolar civar\u0131na inen fiyat, bir hafta \u00f6nce i\u015flem g\u00f6rd\u00fc\u011f\u00fc 87.000 dolar \u00fczerinden belirgin bi\u00e7imde geri \u00e7ekildi ve y\u0131ll\u0131k a\u00e7\u0131l\u0131\u015f seviyesi olan 87.570 dolar yeniden a\u015f\u0131lamad\u0131. Ether yakla\u015f\u0131k 2.488 dolarla haftal\u0131k %6,77 d\u00fc\u015ferek daha zay\u0131f kald\u0131; $SOL 109, $XRP 1,39 dolar civar\u0131nda i\u015flem g\u00f6rd\u00fc.<\/p>\n\n\n\n
\u2022 Spot ETF ak\u0131\u015flar\u0131 zay\u0131f: 9 Ekim’de Bitcoin ETF’lerinden yakla\u015f\u0131k 282,9 milyon dolar, Ether ETF’lerinden yakla\u015f\u0131k 96,2 milyon dolar \u00e7\u0131k\u0131\u015f oldu (Lookonchain verisi). \u00c7ar\u015famba g\u00fcnk\u00fc 484,9 milyon dolarl\u0131k Bitcoin ETF \u00e7\u0131k\u0131\u015f\u0131 25 Haziran’dan bu yana en b\u00fcy\u00fck g\u00fcnl\u00fck \u00e7\u0131k\u0131\u015ft\u0131; Ether ETF’leri 29 Eyl\u00fcl’den itibaren art arda sekiz seansta \u00e7\u0131k\u0131\u015f kaydetti. Ekim ay\u0131 toplam net \u00e7\u0131k\u0131\u015f\u0131 iki \u00fcr\u00fcn i\u00e7in yakla\u015f\u0131k 1 milyar dolar\u0131 buldu. Glassnode, son k\u0131r\u0131l\u0131m\u0131n do\u011frulanmas\u0131 i\u00e7in spot hacim ve ETF al\u0131m\u0131n\u0131n artmas\u0131 gerekti\u011fini vurguluyor.<\/p>\n\n\n\n
\u2022 Bask\u0131n\u0131n ana kayna\u011f\u0131 makro: y\u00fckselen tahvil getirileri, g\u00fc\u00e7lenen dolar, Orta Do\u011fu kaynakl\u0131 petrol \u015foklar\u0131 ve yeni faiz art\u0131r\u0131m\u0131 beklentisi spek\u00fclatif varl\u0131klar\u0131 a\u011f\u0131rla\u015ft\u0131rd\u0131. Buna kar\u015f\u0131n ba\u011flam h\u00e2l\u00e2 g\u00fc\u00e7l\u00fc: 2026’n\u0131n \u00fc\u00e7\u00fcnc\u00fc \u00e7eyre\u011finde Bitcoin %40’\u0131n \u00fczerinde y\u00fckselerek 2017’den bu yana en iyi \u00fc\u00e7\u00fcnc\u00fc \u00e7eyre\u011fi ya\u015fad\u0131 ve CoinGlass verilerine g\u00f6re ekim ay\u0131 2013’ten beri ortalama %18,7 getiri sa\u011flad\u0131. Korku ve A\u00e7g\u00f6zl\u00fcl\u00fck Endeksi 59’dan 64’e \u00e7\u0131kt\u0131.<\/p>\n\n\n\n
\u2022 Teknik ve t\u00fcrev taraf\u0131nda 80.000 dolar kritik destek; cuma ak\u015fam\u0131 Polymarket’te Bitcoin’in ekim i\u00e7inde 80.000 dolara inmesi %68,5, 85.000 dolara dokunmas\u0131 ise %71,5 olas\u0131l\u0131kla fiyatlan\u0131yordu. Hafta sonu ince likidite hareketleri b\u00fcy\u00fctebilir. \u00dcst tarafta 86.700 dolar civar\u0131 ilk diren\u00e7; analistler bu b\u00f6lgenin kal\u0131c\u0131 a\u015f\u0131lmas\u0131n\u0131n 93.700 dolara kadar alan a\u00e7aca\u011f\u0131n\u0131 belirtiyor.<\/p>\n\n\n\n
\u2022 ABD’de CFTC, 5 Ekim’de kald\u0131ra\u00e7l\u0131 ve teminatl\u0131 dijital varl\u0131k i\u015flemi sunan borsalar i\u00e7in “crypto asset market” adl\u0131 yeni bir kategori \u00f6ng\u00f6ren \u00e7er\u00e7eve \u00f6nerdi; piyasa manip\u00fclasyonu \u00f6nlemleri ve rezerv kan\u0131t\u0131 \u015fartlar\u0131 i\u00e7eriyor. Kurum ayr\u0131ca spor, siyaset, k\u00fclt\u00fcr ve hava durumuna dayal\u0131 olay s\u00f6zle\u015fmelerini swap \u00e7er\u00e7evesine almay\u0131 planl\u0131yor. SEC kas\u0131mdaki uyum konferans\u0131nda yat\u0131r\u0131m dan\u0131\u015fmanlar\u0131na y\u00f6nelik bir kripto oturumu yapacak.<\/p>\n\n\n\n
\u2022 Yurt d\u0131\u015f\u0131 d\u00fczenlemelerde Tayland, kripto ETF’leri i\u00e7in 11 yeni gereklilik getirdi; ba\u015flang\u0131\u00e7ta yaln\u0131zca Bitcoin ve Ether izinli, kurallar 16 Ekim’de y\u00fcr\u00fcrl\u00fc\u011fe giriyor. Birle\u015fik Krall\u0131k’ta FCA kripto yetkilendirme ba\u015fvurular\u0131n\u0131 a\u00e7t\u0131; yeni rejim 25 Ekim 2027’de ba\u015flayacak ve faaliyetini s\u00fcrd\u00fcrmek isteyen firmalar\u0131n 28 \u015eubat 2027’ye kadar ba\u015fvurmas\u0131 \u00f6neriliyor. Brezilya’da B3’\u00fcn tokenize hisse platformu 2027’nin ilk yar\u0131s\u0131na ertelendi.<\/p>\n\n\n\n
\u2022 Winklevoss Asset Services, Nasdaq’ta WINK koduyla i\u015flem g\u00f6recek, y\u0131ll\u0131k %0,25 sponsor \u00fccretli spot $ZEC ETF’i i\u00e7in SEC’e \u00f6n S-1 ba\u015fvurusu yapt\u0131; Grayscale ve Bitwise’\u0131n ba\u015fvurular\u0131 daha \u00f6nce yap\u0131lm\u0131\u015ft\u0131. Ba\u015fvuru onay anlam\u0131na gelmiyor. Zcash taraf\u0131nda ayr\u0131ca ocak 2027’de hash tabanl\u0131, kuantuma dayan\u0131kl\u0131 imza do\u011frulama opkodu planlan\u0131yor.<\/p>\n\n\n\n
\u2022 Kuantum g\u00fcvenli\u011fi anlat\u0131s\u0131 altcoin piyasas\u0131nda \u00f6ne \u00e7\u0131kt\u0131: $STRK ba\u011f\u0131ms\u0131z bir Layer 1 ve kuantuma dayan\u0131kl\u0131 a\u011f se\u00e7ene\u011fini inceliyor; STRK g\u00fcn i\u00e7inde yakla\u015f\u0131k %25, yedi g\u00fcnde %73’\u00fcn \u00fczerinde y\u00fckseldi. Hi\u00e7bir ana ak\u0131m c\u00fczdan anahtar\u0131na y\u00f6nelik pratik kuantum sald\u0131r\u0131s\u0131 g\u00f6sterilmedi\u011finden bu hareket k\u0131sa vadeli duygu kaynakl\u0131 bir hareket olarak de\u011ferlendiriliyor. $MAGIC’in g\u00fcn i\u00e7inde %84’\u00fcn \u00fczerinde s\u0131\u00e7ramas\u0131 ise hacmin normalin yakla\u015f\u0131k 25 kat\u0131na \u00e7\u0131kmas\u0131yla birlikte tamamen spek\u00fclatif.<\/p>\n\n\n\n
\u2022 Ekosistem taraf\u0131nda $DOT, OpenGov y\u00f6netiminde yerel stabil coin dotUSD’yi ba\u015flatt\u0131 (DOT g\u00fcn i\u00e7inde yakla\u015f\u0131k %10 y\u00fckseldi). Telegram, Gram c\u00fczdan\u0131n\u0131 “Money” ad\u0131yla bir milyardan fazla kullan\u0131c\u0131ya a\u00e7t\u0131 ve 13.0 s\u00fcr\u00fcm\u00fcn\u00fc yay\u0131mlad\u0131. Pump.fun, yeni token al\u0131mlar\u0131n\u0131n orijinal tokenlar\u0131n likidite havuzlar\u0131n\u0131 besledi\u011fi, platformdaki herhangi bir tokenla i\u015flem \u00e7iftine izin veren bir yap\u0131 devreye ald\u0131. $ETH’da Glamsterdam testleri, blok gas kapasitesini 200 milyona \u00e7\u0131karmay\u0131 hedefleyen Sepolia a\u015famas\u0131na ula\u015ft\u0131.<\/p>\n\n\n\n
\u2022 Kurumsal stabil coin kullan\u0131m\u0131 geni\u015fliyor: Lloyds Banking Group ve Visa 1 Ekim’de 750.000 dolarl\u0131k $USDC ile canl\u0131 s\u0131n\u0131r \u00f6tesi \u00f6deme pilotunu tamamlad\u0131. Brezilya ve Arjantin’de stabil coin talebi Bitcoin fiyat\u0131ndan ba\u011f\u0131ms\u0131z seyrediyor.<\/p>\n\n\n\n
\u2022 G\u00fcvenlik taraf\u0131nda SlowMist verisine dayanan Finbold derlemesine g\u00f6re \u00fc\u00e7\u00fcnc\u00fc \u00e7eyrekte kripto hack’lerinde 1,17 milyar dolar\u0131n \u00fczerinde kay\u0131p ya\u015fand\u0131; eyl\u00fcl tek ba\u015f\u0131na yakla\u015f\u0131k 762 milyon dolarla en k\u00f6t\u00fc ay oldu ve 2026’n\u0131n ilk dokuz ay\u0131ndaki toplam kay\u0131p yakla\u015f\u0131k 2,1 milyar dolara ula\u015ft\u0131. Ekim’in ilk dokuz g\u00fcn\u00fcnde 11 olay kaydedildi. \u00c7eyre\u011fin en b\u00fcy\u00fck olaylar\u0131 aras\u0131nda Bitget (yakla\u015f\u0131k 387,5 milyon dolar), Liquid Network (320 milyon dolar; “beyaz \u015fapkal\u0131” sald\u0131rganlar fonlar\u0131n b\u00fcy\u00fck k\u0131sm\u0131n\u0131 iade etti), Tectonic ve Coldcard yer al\u0131yor.<\/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\udd13 TOKEN K\u0130L\u0130T A\u00c7ILMALARI
\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 $APT (APT) \u2014 11 Ekim (saat kaynakta belirtilmiyor): yakla\u015f\u0131k 11,31 milyon APT, yakla\u015f\u0131k 9,06 milyon dolar. Dola\u015f\u0131mdaki arz\u0131n %0,64’\u00fc. Al\u0131c\u0131 profili: \u00e7ekirdek katk\u0131c\u0131lar (3,96 milyon APT), topluluk (3,21 milyon), yat\u0131r\u0131mc\u0131lar (2,81 milyon) ve vak\u0131f (1,33 milyon). Sat\u0131\u015f bask\u0131s\u0131 \ud83d\udfe2. Ayl\u0131k rutin takvim, pay da\u011f\u0131l\u0131m\u0131 dengeli ve oran d\u00fc\u015f\u00fck.<\/p>\n\n\n\n
\u2022 Allora (ALLO) \u2014 11 Ekim (saat kaynakta belirtilmiyor): yakla\u015f\u0131k 4,31 milyon dolar; adet ve al\u0131c\u0131 k\u0131r\u0131l\u0131m\u0131 kaynakta yok. Dola\u015f\u0131mdaki arz\u0131n %8,6’s\u0131. Sat\u0131\u015f bask\u0131s\u0131 \ud83d\udfe1. Tutar k\u00fc\u00e7\u00fck ama arza oran\u0131 y\u00fcksek; ince likiditeli bir tokende oransal etki tutardan b\u00fcy\u00fck olabilir.<\/p>\n\n\n\n
\u2022 Starknet (STRK) \u2014 15 Ekim (saat kaynakta belirtilmiyor): yakla\u015f\u0131k 9,21 milyon dolar. Dola\u015f\u0131mdaki arz\u0131n yakla\u015f\u0131k %1,7’si; adet kaynakta yok. Al\u0131c\u0131 profili: erken katk\u0131c\u0131lar. Sat\u0131\u015f bask\u0131s\u0131 \ud83d\udfe1. Kuantum anlat\u0131s\u0131yla son bir haftada sert y\u00fckselen bir tokende erken katk\u0131c\u0131 arz\u0131 k\u00e2r realizasyonu i\u00e7in f\u0131rsat olabilir.<\/p>\n\n\n\n
\u2022 $ARB (ARB) \u2014 16 Ekim (saat kaynakta belirtilmiyor): yakla\u015f\u0131k 92,65 milyon ARB, yakla\u015f\u0131k 18,9 milyon dolar. Dola\u015f\u0131mdaki arz\u0131n yakla\u015f\u0131k %1,4’\u00fc. Al\u0131c\u0131 profili: yat\u0131r\u0131mc\u0131lar, ekip ve DAO hazinesi (tokenomist uyar\u0131s\u0131ndaki da\u011f\u0131l\u0131m: 48,5 milyon, 32,1 milyon ve 12,05 milyon ARB; bu k\u0131r\u0131l\u0131m tek kaynaktan, do\u011frulanmam\u0131\u015f). Sat\u0131\u015f bask\u0131s\u0131 \ud83d\udfe2. Ayl\u0131k d\u00fczenli takvimle fiyatlanm\u0131\u015f bir olay; oran d\u00fc\u015f\u00fck.<\/p>\n\n\n\n
\u2022 Ufukta: $ZRO (ZRO) i\u00e7in 20 Ekim’de yakla\u015f\u0131k 45 milyon dolarl\u0131k a\u00e7\u0131l\u0131\u015f bu haftan\u0131n d\u0131\u015f\u0131nda ama gelecek haftan\u0131n sonunda g\u00fcndeme girecek en b\u00fcy\u00fck kalemlerden biri.<\/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\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, 11 Ekim: Hafta sonu boyunca H\u00fcrm\u00fcz m\u00fczakereleri ve \u0130ran’\u0131n yedi g\u00fcnl\u00fck inceleme penceresi izlenecek. APT ve ALLO token kilit a\u00e7\u0131lmalar\u0131 g\u00fcn i\u00e7inde ger\u00e7ekle\u015fiyor; Bitcoin i\u00e7in 80.000 dolar deste\u011fi ince hafta sonu likiditesinde test edilebilir.<\/p>\n\n\n\n
\u2022 Pazartesi, 12 Ekim: ABD tahvil piyasas\u0131 ve federal kurumlar Columbus Day nedeniyle kapal\u0131; hisse senetleri 16:30-23:00 TS\u0130 aras\u0131nda a\u00e7\u0131k. Tahvil seans\u0131 olmad\u0131\u011f\u0131 i\u00e7in getiri hareketi s\u0131n\u0131rl\u0131 olabilir, Asya a\u00e7\u0131l\u0131\u015f\u0131nda Kas\u0131rga Isaias’\u0131n K\u00f6rfez etkisi ve petrol fiyatlar\u0131 izlenecek.<\/p>\n\n\n\n
\u2022 Sal\u0131, 13 Ekim: B\u00fcy\u00fck ABD bankalar\u0131 \u00fc\u00e7\u00fcnc\u00fc \u00e7eyrek bilan\u00e7olar\u0131n\u0131 a\u00e7\u0131klamaya ba\u015fl\u0131yor (seans \u00f6ncesi). Y\u00fcksek faiz ortam\u0131nda kredi kalitesi, t\u00fcketici ve i\u015fletme davran\u0131\u015f\u0131 ile H\u00fcrm\u00fcz kaynakl\u0131 belirsizlik yorumlar\u0131 bak\u0131lacak ana ba\u015fl\u0131klar.<\/p>\n\n\n\n
\u2022 \u00c7ar\u015famba, 14 Ekim: ABD t\u00fcketici fiyat endeksi (CPI) 15:30 TS\u0130’de a\u00e7\u0131klan\u0131yor; Fed’in 27-28 Ekim toplant\u0131s\u0131nda duraklay\u0131p duraklamayaca\u011f\u0131 ve aral\u0131k art\u0131r\u0131m olas\u0131l\u0131\u011f\u0131 a\u00e7\u0131s\u0131ndan haftan\u0131n en \u00f6nemli verisi. S\u0131cak bir rakam getirileri ve dolar\u0131 yukar\u0131, riskli varl\u0131klar\u0131 a\u015fa\u011f\u0131 y\u00f6nde bask\u0131layabilir.<\/p>\n\n\n\n
\u2022 Per\u015fembe, 15 Ekim: STRK token kilit a\u00e7\u0131lmas\u0131. Haftal\u0131k i\u015fsizlik ba\u015fvurular\u0131 ve di\u011fer ABD verileri takip edilecek; bilan\u00e7o sezonunun ilk haftas\u0131nda \u015firket rehberlikleri Kas\u0131rga Isaias sonras\u0131 enerji maliyetleri a\u00e7\u0131s\u0131ndan okunacak.<\/p>\n\n\n\n
\u2022 Cuma, 16 Ekim: ARB token kilit a\u00e7\u0131lmas\u0131; Tayland’\u0131n kripto ETF kurallar\u0131 y\u00fcr\u00fcrl\u00fc\u011fe giriyor. Opsiyon ve vade hareketleri nedeniyle hafta sonu \u00f6ncesi volatilite artabilir.<\/p>\n\n\n\n
\u2022 Cumartesi, 17 Ekim: Hafta sonu kripto likiditesi ince; haftan\u0131n ETF ak\u0131\u015f\u0131 ve Bitcoin’in 80.000-87.570 dolar band\u0131ndaki konumu de\u011ferlendirilecek. Hafta sonunda Orta Do\u011fu geli\u015fmeleri petrol a\u00e7\u0131l\u0131\u015f\u0131n\u0131 belirleyecek.<\/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
\u26a0\ufe0f TEY\u0130T ED\u0130LEMEYEN \/ \u015e\u00dcPHEL\u0130 NOTLAR
\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 Hazine Bakan\u0131’n\u0131n yakla\u015f\u0131k 1 milyar dolarl\u0131k \u0130ran ba\u011flant\u0131l\u0131 kripto varl\u0131\u011f\u0131na bu hafta el koyabilece\u011fi iddias\u0131 ile Rusya’n\u0131n ABD ve k\u00fcresel piyasaya 300.000 tondan fazla dizel arz etmeyi kabul etti\u011fi iddias\u0131 tek kaynakl\u0131d\u0131r; rapora kesin haber olarak al\u0131nmad\u0131. Bitget hack tutar\u0131 ve Bitcoin fiyat\u0131 da baz\u0131 kaynaklarda birbirinden farkl\u0131 rakamlarla yer al\u0131yor.<\/p>\n
\ud83d\udcca Piyasa Etkisi:<\/strong> \u0130ran ve H\u00fcrm\u00fcz Bo\u011faz\u0131 \u00e7evresindeki tansiyon, petrol arz\u0131 a\u00e7\u0131s\u0131ndan en kritik ba\u015fl\u0131klardan biri olarak izlenmeli. Sald\u0131r\u0131lar\u0131n s\u00fcrmesi ve bo\u011faz\u0131n kapanma ihtimali, petrol ve ta\u015f\u0131mac\u0131l\u0131k maliyetlerini yukar\u0131 \u00e7ekerek enflasyon beklentilerini ve risk i\u015ftah\u0131n\u0131 olumsuz etkileyebilir.<\/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 Ba\u015fkan\u0131, 3 Kas\u0131m ara se\u00e7imlerinden \u00f6nce \u0130ran’a sald\u0131rmayacaklar\u0131n\u0131 a\u00e7\u0131klad\u0131 ve Tahran’la “verimli g\u00f6r\u00fc\u015fmeler” yap\u0131ld\u0131\u011f\u0131n\u0131<\/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-29561","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\/29561","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=29561"}],"version-history":[{"count":3,"href":"https:\/\/fxknews.com\/index.php?rest_route=\/wp\/v2\/posts\/29561\/revisions"}],"predecessor-version":[{"id":29564,"href":"https:\/\/fxknews.com\/index.php?rest_route=\/wp\/v2\/posts\/29561\/revisions\/29564"}],"wp:attachment":[{"href":"https:\/\/fxknews.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=29561"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/fxknews.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=29561"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/fxknews.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=29561"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}