[원문 유형] Tele-news 주요채널 텔레그램 원문 묶음
[범위] Tele-news 주요채널
[묶음 주기] 10분
[통합 구간] 2026-10-08T16:20:00+00:00 ~ 2026-10-08T16:30:00+00:00
[작성 기준] 아래 글은 서로 다른 채널·작성자의 독립 원문을 수송 편의상 하나의 시간 구간으로 묶은 것이다. 서로 다른 출처의 사실·판단·전망을 하나의 합의나 결론으로 합치지 말고 채널별 귀속을 보존한다. 같은 사건을 다루더라도 공통 이슈 키만 재사용하고, 출처별 사실·해석·반응·전망은 각각 남긴다. 외부 링크와 첨부는 실제 원문으로 사용하고, 텔레그램 문구는 발견 경로·보조 설명으로 구분한다. 시간흐름순 정리는 원문 게시 순서와 각 출처의 판단 강도·조건을 보존한다.


===== 통합 원문 1 / 8 =====
[채널] 64비트사령부⚡️ 🇰🇷🇺🇸
[게시일시] 2026.10.09 01:21:26
[텔레그램 게시물] https://t.me/BTCpentagon/9926
[원문 수집 기준] 외부 링크가 있으면 링크를 따라 확보한 실제 본문·첨부 파일이 주 분석 원문이다. 텔레그램 게시물은 발견 경로와 보조 설명으로 보존하며 외부 원문과 구분해 반영한다.

[현재 텔레그램 게시물 본문]
⚡️⚡️⚡️⚡️⚡️⚡️ 트럼프 “11월 3일 중간선거 전까지 이란 공격 없다”…美·이란 협상 진전 강조

도널드 트럼프 미국 대통령이 트루스소셜을 통해 11월 3일 미국 중간선거 이전까지 이란을 공격하지 않겠다는 입장을 밝혔음. 트럼프는 이란과 생산적인 논의를 진행하고 있다면서도 이란의 경제·군사 상황이 매우 좋지 않다고 주장했음. 동시에 이란에 대한 해상 봉쇄는 전면 유지하겠다고 강조하며, 이란의 핵무기 보유를 절대 허용하지 않겠다는 기존 입장을 재확인했음.

트럼프는 호르무즈 해협을 통한 원유 수송량이 기록적인 수준이라며 지난밤에만 2,200만 배럴이 통과했고, 이 가운데 이란에서 출발하거나 이란으로 향한 원유는 단 한 배럴도 없었다고 주장했음. 이는 군사 공격을 당분간 유보하면서도 원유 수출 봉쇄와 경제적 압박은 지속하겠다는 방침으로 해석됨.


===== 통합 원문 2 / 8 =====
[채널] Korean Alpha
[게시일시] 2026.10.09 01:22:29
[텔레그램 게시물] https://t.me/korean_alpha/883695
[원문 수집 기준] 외부 링크가 있으면 링크를 따라 확보한 실제 본문·첨부 파일이 주 분석 원문이다. 텔레그램 게시물은 발견 경로와 보조 설명으로 보존하며 외부 원문과 구분해 반영한다.

[현재 텔레그램 게시물 본문]
[속보] 트럼프: 11월 3일 미국 중간선거 전까지 이란 공격 없을 것

📰원문/번역 ⚔️전쟁 상황실 📲앱 다운로드

🌐 🚨 TRUMP: WE WILL NOT BE ATTACKING IRAN AT ANY TIME PRIOR TO MIDTERM ELECTIONS TO BE HELD IN UNITED STATES ON NOVEMBER 3RD
[⚔️전쟁 상황실] https://stockhub.kr/markets/command
[앱 다운로드] https://stockhub.kr/download

[외부 원문 1]
[URL] https://stockhub.kr/markets/command
[제목] 📡 이란 전쟁 상황실 — 실시간 시장 영향 모니터

StockHub
불러오는 중…
새로고침
시장 데이터를 불러오는 중입니다.
이란 전쟁 상황실
실시간 시장 영향 데이터를 불러오는 중입니다
시장
이란 전쟁 상황실
실시간 시장 영향 데이터를 불러오는 중입니다
관련 분석 종목 허브 국내 종목 랭킹 스크리너 종목 비교 모멘텀 픽 사후성과 스마트머니
반도체 현물가격 대시보드 — DRAM · NAND · 관련주 →
D+ 224
전쟁 상황실
위기 레벨
4 /10 ELEVATED
이란 전쟁 실시간 모니터 · 최근 업데이트 : 2026년 10월 9일 01:31 KST
WTI
-
-
브렌트
-
-
천연가스
-
-
원/달러
-
-
금
-
-
BTC
-
-
DXY
-
-
공포(VIX)
-
-
피해 현황
전쟁 225일차
🇮🇷 이란 2,076 명 사망
🇺🇸 미군 13 명 전사 / 365 명 부상
🇮🇱 이스라엘 24 명 사망
🇱🇧 레바논 1,345 명 사망
🏳️ 걸프국가·서안 27 명 사망
이란 지도자 제거 현황
실시간 추적
제거 확인
22 +
추적 중
29
하메네이 — 최고지도자 ( 02-28 )
바시지 사령관 솔레이마니 — 바시지 사령관 (간부 300명 동반 제거) ( 03 )
라리자니 — 최고국가안보회의 사무총장 ( 03-17 )
카말 카라지 — 전 외무장관 (부인 사망, 본인 중상) ( 04-01 )
전쟁 관련 뉴스
📲 앱 다운로드
관련 뉴스가 없습니다
⏱️ 전쟁 타임라인
D+ 36 04-05
트럼프 "48시간 내 딜하거나 호르무즈 열어라, 안 그러면 지옥" 최후통첩. 이란 "전 지역이 지옥이 될 것" 경고. 외무장관 부셰르 원전 방사능 누출 유엔 서한
D+ 35 04-04
부셰르 원전 4번째 공격 (경비원 1명 사망) + 마슈르 석유화학단지 공습. 이란, 두바이 오라클 드론 공격 (카라지 보복). IRGC, 미국 18개 IT/방산 기업 암살 대상 지정 (Palantir, META, Google, MS)
D+ 34 04-03
미군 F-15E 이란 상공 격추 (조종사 구조, WSO 실종) — 5주 만에 첫 전투기 피격. A-10도 호르무즈 인근 격추
D+ 33 04-02
트럼프 대국민 연설 — 에픽 퓨리 1개월 성과 보고. 2-3주 내 추가 집중 타격 예고. 이란, 필리핀 선박 호르무즈 통과 허용
D+ 32 04-01
트럼프 "이란이 휴전 원한다" → 이란 반박. 대국민 연설 "2-3주 내 석기시대로". NATO 탈퇴 시사. 쿠웨이트 공항 피격. 전 외무장관 카말 카라지 자택 공습 — 중상 (부인 사망)
D+ 31 03-31
이스라엘, 레바논 남부 리타니강까지 점령 선언
D+ 30 03-30
트럼프, 호르무즈 봉쇄 중단 요구 + 에너지 시설 타격 위협. 파월 의장 "wait-and-see" — 지정학 리스크 관망
D+ 28 03-28
후티 참전. 해병대 3,500 + 82공수 1,500 중동 추가 전개
D+ 27 03-27
이스라엘, 이란 핵시설 + 철강공장 공격. 이란, UN 요청으로 인도적 지원·비료 선적 호르무즈 통과 허용
D+ 26 03-26
이란, 중국·러시아·인도·이라크·파키스탄 5개국 선박 호르무즈 통과 허용
D+ 24 03-24
미·이스라엘, 이란 제철소 3곳 공습. 이란, E-3 AWACS 손상시켜
D+ 18 03-18
이스라엘, 사우스파르스 가스전 타격 — 에너지 인프라 전략 전환
D+ 17 03-17
이란 안보회의 사무총장 라리자니 사살
D+ 8 03-08
모즈타바 하메네이 신임 최고지도자 선출
D+ 1 03-01
하메네이 사망 공식 확인. 40일 애도 선포
D+ 0 02-28
D-Day: 미·이스라엘 합동 공습 개시 (Op. Epic Fury). 하메네이 사망
섹터별 종목 오늘 등락 전쟁 후 누적
🟢 수혜
🇰🇷 방산
012450 079550 064350 047810
🇺🇸 방산
LMT RTX NOC
🇰🇷 에너지
010950 096770
🇺🇸 에너지
XOM CVX OXY COP
🇰🇷 조선
329180 042660
🇰🇷 신재생
009830 034020 010060
🇺🇸 신재생
ENPH FSLR NEE
피해
🇰🇷 항공
003490 020560
🇺🇸 항공
DAL UAL BA
🇰🇷 여행
039130 080160
🇰🇷 화학
051910 006400
이 전쟁이 내 지갑에 미치는 영향
기름값
+30~40%
이미 영향 중
리터당 2,200원 → 2,800원대
식료품
+5~15%
1~2개월 후
수입 식료품·운송비 상승
항공권
+20~50%
이미 영향 중
유류할증료 급등, 노선 축소
전자제품
+3~8%
2~3개월 후
부품 운송비 상승 반영
의약품
+3~7%
1~2개월 후
원료 수입 차질
난방비
+25~40%
이미 영향 중
천연가스 가격 급등
본 페이지의 정보는 참고용이며 투자 권유가 아닙니다.


===== 통합 원문 3 / 8 =====
[채널] Market News Feed
[게시일시] 2026.10.09 01:24:21
[텔레그램 게시물] https://t.me/marketfeed/1054762
[원문 수집 기준] 외부 링크가 있으면 링크를 따라 확보한 실제 본문·첨부 파일이 주 분석 원문이다. 텔레그램 게시물은 발견 경로와 보조 설명으로 보존하며 외부 원문과 구분해 반영한다.

[현재 텔레그램 게시물 본문]
JUST IN: 🇺🇸 CFTC SAYS "AMERICA IS NO LONGER SITTING BACK WHILE CRYPTO MOVES OVERSEAS, AND OTHER COUNTRIES SET THE STANDARD."

"AMERICA LEADING THE WAY."

OVER THE PAST MONTH, THE CFTC HAS TAKEN THE FOLLOWING ACTIONS AFTER CONGRESS FAILED TO PASS THE CLARITY ACT:

• CFTC CHAIR MIKE SELIG ORDERS STAFF TO MOVE FORWARD WITH A FORMAL CRYPTO MARKET STRUCTURE FRAMEWORK.

• CFTC ALLOWS DEVELOPERS TO CREATE PASSIVE DERIVATIVES SOFTWARE, INCLUDING FOR CRYPTO, WITHOUT REQUIRING BROKER REGISTRATION.

• CFTC LAUNCHES FILES NEW RULEMAKING TO ESTABLISH REGULATORY OVERSIGHT OF CRYPTO TRADING AND TRANSACTIONS.

• CFTC CHAIR MIKE SELIG SAYS THE AGENCY IS PREPARING FOR A FUTURE BUILT AROUND "ONCHAIN SYSTEMS, MASS TOKENIZATION, 24/7 TRADING, AND AGENTIC FINANCE."

• CFTC RELEASES UPDATED REGULATORY GUIDANCE ADDRESSING CRYPTO, TOKENIZED ASSETS, AND BLOCKCHAIN-BASED TECHNOLOGIES.

• CFTC PROPOSES ITS FIRST SET OF RULES TO REGULATE THE US CRYPTO INDUSTRY.

• CFTC ADVANCES NEW INVESTOR PROTECTION MEASURES AIMED AT PREVENTING FRAUD, MANIPULATION, AND ABUSE IN CRYPTO MARKETS.

• CFTC SAYS IT WILL ESTABLISH CLEAR CRYPTO REGULATIONS REGARDLESS OF WHETHER CONGRESS PASSES LEGISLATION. ...
[...] https://x.com/WatcherGuru/status/2108231964717179353

[외부 원문 1]
[URL] https://x.com/WatcherGuru/status/2108231964717179353
[제목] Watcher.Guru (@WatcherGuru) on X

Watcher.Guru
@WatcherGuru
JUST IN: 🇺🇸 CFTC says "America is no longer sitting back while crypto moves overseas, and other countries set the standard." "America leading the way." Over the past month, the CFTC has taken the following actions after Congress failed to pass the Clarity Act: • CFTC Chair Mike Selig orders staff to move forward with a formal crypto market structure framework. • CFTC allows developers to create passive derivatives software, including for crypto, without requiring broker registration. • CFTC launches files new rulemaking to establish regulatory oversight of crypto trading and transactions. • CFTC Chair Mike Selig says the agency is preparing for a future built around "onchain systems, mass tokenization, 24/7 trading, and agentic finance." • CFTC releases updated regulatory guidance addressing crypto, tokenized assets, and blockchain-based technologies. • CFTC proposes its first set of rules to regulate the US crypto industry. • CFTC advances new investor protection measures aimed at preventing fraud, manipulation, and abuse in crypto markets. • CFTC says it will establish clear crypto regulations regardless of whether Congress passes legislation.
4:24 PM · Oct 8, 2026 ·
64K
Views
49
66
389
18
Watcher.Guru
@WatcherGuru
JUST IN: 🇺🇸 CFTC says "America is no longer sitting back while crypto moves overseas, and other countries set the standard." "America leading the way." Over the past month, the CFTC has taken the following actions after Congress failed to pass the Clarity Act: • CFTC Chair Mike Selig orders staff to move forward with a formal crypto market structure framework. • CFTC allows developers to create passive derivatives software, including for crypto, without requiring broker registration. • CFTC launches files new rulemaking to establish regulatory oversight of crypto trading and transactions. • CFTC Chair Mike Selig says the agency is preparing for a future built around "onchain systems, mass tokenization, 24/7 trading, and agentic finance." • CFTC releases updated regulatory guidance addressing crypto, tokenized assets, and blockchain-based technologies. • CFTC proposes its first set of rules to regulate the US crypto industry. • CFTC advances new investor protection measures aimed at preventing fraud, manipulation, and abuse in crypto markets. • CFTC says it will establish clear crypto regulations regardless of whether Congress passes legislation.
4:24 PM · Oct 8, 2026 ·
64K
Views
49
66
389
18
Mammon
@MammonOVC
6m
Big things are cooking behind the scenes too 🔥
GIF
4
105
Mind
@Mindq58
6m
CFTC knows they must implement the new finacial system
3
306
MetalandMarkets
@MetalandMarket
6m
Yes🚀🚀
2
88


===== 통합 원문 4 / 8 =====
[채널] News Feed 🇰🇷(ko)
[게시일시] 2026.10.09 01:24:30
[텔레그램 게시물] https://t.me/mnewsfeed/817992
[원문 수집 기준] 외부 링크가 있으면 링크를 따라 확보한 실제 본문·첨부 파일이 주 분석 원문이다. 텔레그램 게시물은 발견 경로와 보조 설명으로 보존하며 외부 원문과 구분해 반영한다.

[현재 텔레그램 게시물 본문]
속보: 🇺🇸 CFTC가 "미국은 더 이상 암호화폐가 해외로 확산되는 것을 가만히 지켜보지 않으며, 다른 나라들이 기준을 세우고 있다"고 밝혔습니다

미국이 길을 선도하고 있다

지난 한 달 동안, 의회가 명확성 법안을 통과시키지 못한 후 CFTC는 다음과 같은 조치를 취했습니다:

• CFTC 의장 마이크 셀리그는 직원들에게 공식적인 암호화폐 시장 구조 프레임워크를 추진하도록 지시했습니다.

• CFTC는 중개인 등록 없이도 개발자가 암호화폐를 포함한 수동 파생 소프트웨어를 개발할 수 있도록 허용합니다.

• CFTC, 암호화폐 거래 및 거래에 대한 규제 감시 체계 구축을 위한 새로운 규칙 제정 관련 문서 발표.

• CFTC 의장 마이크 셀리그는 기관이 "온체인 시스템, 대규모 토큰화, 24시간 거래, 그리고 대리인 금융"을 기반으로 한 미래를 준비하고 있다고 말했습니다

• CFTC, 암호화폐·토큰화 자산·블록체인 기반 기술을 다룬 최신 규제 가이드라인 발표.

• CFTC, 미국 암호화폐 산업 규제를 위한 첫 번째 규칙안 제안.

• CFTC, 암호화폐 시장에서 사기·조작·남용 방지를 위한 새로운 투자자 보호 조치 추진.

• CFTC, 의회가 법안을 통과시키든 아니든 명확한 암호화폐 규제를 마련하겠다고 밝혀 ... link
[link] https://x.com/WatcherGuru/status/2108231964717179353

[외부 원문 1]
[URL] https://x.com/WatcherGuru/status/2108231964717179353
[제목] Watcher.Guru (@WatcherGuru) on X

Watcher.Guru
@WatcherGuru
JUST IN: 🇺🇸 CFTC says "America is no longer sitting back while crypto moves overseas, and other countries set the standard." "America leading the way." Over the past month, the CFTC has taken the following actions after Congress failed to pass the Clarity Act: • CFTC Chair Mike Selig orders staff to move forward with a formal crypto market structure framework. • CFTC allows developers to create passive derivatives software, including for crypto, without requiring broker registration. • CFTC launches files new rulemaking to establish regulatory oversight of crypto trading and transactions. • CFTC Chair Mike Selig says the agency is preparing for a future built around "onchain systems, mass tokenization, 24/7 trading, and agentic finance." • CFTC releases updated regulatory guidance addressing crypto, tokenized assets, and blockchain-based technologies. • CFTC proposes its first set of rules to regulate the US crypto industry. • CFTC advances new investor protection measures aimed at preventing fraud, manipulation, and abuse in crypto markets. • CFTC says it will establish clear crypto regulations regardless of whether Congress passes legislation.
4:24 PM · Oct 8, 2026 ·
64K
Views
49
65
390
18
Watcher.Guru
@WatcherGuru
JUST IN: 🇺🇸 CFTC says "America is no longer sitting back while crypto moves overseas, and other countries set the standard." "America leading the way." Over the past month, the CFTC has taken the following actions after Congress failed to pass the Clarity Act: • CFTC Chair Mike Selig orders staff to move forward with a formal crypto market structure framework. • CFTC allows developers to create passive derivatives software, including for crypto, without requiring broker registration. • CFTC launches files new rulemaking to establish regulatory oversight of crypto trading and transactions. • CFTC Chair Mike Selig says the agency is preparing for a future built around "onchain systems, mass tokenization, 24/7 trading, and agentic finance." • CFTC releases updated regulatory guidance addressing crypto, tokenized assets, and blockchain-based technologies. • CFTC proposes its first set of rules to regulate the US crypto industry. • CFTC advances new investor protection measures aimed at preventing fraud, manipulation, and abuse in crypto markets. • CFTC says it will establish clear crypto regulations regardless of whether Congress passes legislation.
4:24 PM · Oct 8, 2026 ·
64K
Views
49
65
390
18
Mammon
@MammonOVC
6m
Big things are cooking behind the scenes too 🔥
GIF
4
105
Mind
@Mindq58
6m
CFTC knows they must implement the new finacial system
3
306
MetalandMarkets
@MetalandMarket
6m
Yes🚀🚀
2
88


===== 통합 원문 5 / 8 =====
[채널] Korean Alpha
[게시일시] 2026.10.09 01:25:14
[텔레그램 게시물] https://t.me/korean_alpha/883696
[원문 수집 기준] 외부 링크가 있으면 링크를 따라 확보한 실제 본문·첨부 파일이 주 분석 원문이다. 텔레그램 게시물은 발견 경로와 보조 설명으로 보존하며 외부 원문과 구분해 반영한다.

[현재 텔레그램 게시물 본문]
벽을 허물다: 블록체인은 전성기를 맞이했을까?

Citrini는 토큰화된 실물자산과 AI 에이전트가 결합해 전통 금융을 온체인으로 옮기면서 블록체인이 마침내 존재 목적을 찾았다고 주장

이제 토큰화가 이루어질지 여부가 아니라 누가 그 경제적 이익을 가져가느냐의 싸움

시트리니 리서치 원문

상단에 번역기능도 사용가능함
읽기 좋은 리서치인듯
[시트리니 리서치 원문] https://www.citriniresearch.com/p/breaking-the-wall

[외부 원문 1]
[URL] https://www.citriniresearch.com/p/breaking-the-wall
[제목] Breaking The Wall

번역
Breaking The Wall
Has Blockchain Finally Reached Its Moment?
Citrini
Oct 08, 2026
∙ Paid
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2
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The wall between traditional finance and crypto is starting to come down.
Imagine that your personal AI has access to all your finances. With the flick of the wrist, it puts your idle cash balances to work, makes investment decisions and negotiates the best mortgage for you.
“Claude, find me the cheapest $500K loan and refinance me into it.”
Taken far enough, the implications get rather uncomfortable. What happens when millions of agents continuously move deposits toward the highest bidder? Could banks lose the cheap funding they rely on? Is an agentic bank run coming?
With consumer-facing agents hitting the mainstream, what would’ve sounded like the premise of a Hollywood sci-fi movie a few years back doesn’t feel all that improbable today.
Our financial system was not designed for this future. It’s slow, fragmented and gate-kept by layers of intermediaries, legal authorities and KYC processes. It was built by humans, for humans.
The walls that protect our financial systems from ourselves have so far protected them from agentic interference. As we pointed out in Agentic Reality , consumer software is in some ways more immediately exposed to agentic disruption. Agents can already navigate websites, applications and, if we let them, our phones and devices. Software that used to require a human to search, compare, click and transact can now be operated by agentic software .
The archaic world of finance is different – understandably so . Yet, we are beginning to see the signs of a crack.
We are rapidly moving toward a world where information and resources become increasingly machine-readable, programmable and transferable. That logic doesn’t stop at consumer data but applies to money, bandwidth, compute and, eventually, financial assets themselves.
AI agents move programmatically, 24/7, across applications, and it’s only logical that money and financial assets eventually will, too.
Broadly speaking, there are really only two ways that can happen. Either our existing consumer-facing financial institutions rebuild themselves around more open, programmable standards, or they are eventually disrupted by a new system that does.
This brings us back to an industry that, for most of the last decade, has looked like a solution in search of a problem:
Crypto .
The blockchain industry has spent fifteen years building something that looks surprisingly useful in an agentic world: always-on, programmable financial infrastructure where assets, ownership and settlement can co-exist.
Until recently, it was a technology with limited purpose. Agents didn’t exist, and humans were left wrestling with seed phrases, wallet permissions, bridges and gas fees, only to be rewarded with the ability to buy the latest Shiba-Inu-themed memecoin. Meanwhile, stocks, treasuries, credit, commodities and other financial assets people actually want to own remained inside the traditional financial system.
Both of those things are now changing.
Financial assets are being tokenized and brought onchain . The worlds of traditional finance and crypto are merging. Meanwhile, agents provide a new class of users that don’t care about the terrible UX of a block explorer.
Blockchains have finally found their raison d’être.
At the risk of being that guy for a moment, we’ve seen this movie before. Do you know what HTTPS , TCP and IP are (maybe), or how they work (probably not)? Unless you’re an old nerd, you shouldn’t have to. The internet didn’t reach billions of people because they learned networking protocols. The underlying infrastructure was eventually abstracted away by browsers until people stopped thinking about the technology at all.
Wouldn’t it also be ironic if the industry that has enabled so much capital destruction, that most “serious” investors have written off, turned out to be the birthplace of a technology that actually mattered? And wouldn’t the converging cyclical trough these assets are now emerging from imply an attractive starting point for investors?
This left me wondering…if we’re right, the relevant question for any investor isn’t simply whether more assets become tokenized. It’s where the economics accrue.
Rather than speculate, I felt the urge that strikes any thematic investor on the cusp of a big idea: to investigate . So I downloaded Coinbase Wallet, loaded up $1,000 and went where very few investors return from with a positive ROI: the onchain trenches.
Expecting to get rug-pulled, I was surprised by my findings.
I found that while most investors (including us at Citrini Research) were busy arguing over GPUs and memory bottlenecks, an ecosystem of financial applications has slowly been built that in many ways resembles existing TradFi . A world that goes far beyond the typical get-rich-quick schemes: from tokenized treasuries, equities and options, to programmable debt, lending, payments, yield protocols, and entire financial applications that simply didn’t exist a few years ago.
Here’s what I found, how it changed our view on crypto, and perhaps more importantly, the trade.
The Moment Crypto Was Waiting For
For the past decade, it would have been easy to dismiss crypto as a technology that never fully lived up to its promise. If you were more direct, you could even point to failures such as FTX and argue that it has been destructive for a lot of people.
The problem was always that Decentralized Finance (DeFi) and Wall Street lived in their own separate universes, with their own sets of assets, primitives and infrastructure. The DeFi tech was interesting, but if it’s only used for gambling on memecoins and moving dollars, then what’s the point?
Tokenized Real World Assets (RWAs) are the product of taking any asset, be it gold, NVIDIA stock, US treasuries or debt, and making it globally available, 24/7, on the blockchain . The promise is that any asset can be tokenized and price discovery can happen outside of the traditional financial system.
It may not have caught front-page headlines, but there has been a slow drip of advances and a quiet shift toward regulatory acceptance that has been going on for years.
But the first “oh sh*t” realization for many happened when the Iran conflict escalated over a weekend in March, and Hyperliquid became one of the only liquid venues where traders could price crude oil.
Since then, RWA adoption has really shifted into higher gear. We’ve seen massive moves starting to happen across crypto in the past month, marking what appears to be an inflection point.
So what’s going on?
First , tokenized equities have become composable and exist outside of the issuer venue . This means that unlike on Hyperliquid, assets can move between apps and rails that previously only worked for stablecoins and native crypto assets. Robinhood Chain (HOOD US) was the first to open the floodgates with “Stock Tokens”. This has snowballed to more chains, leading to a massive uptick in activity.
To grasp the scale… In September, Solana temporarily processed more trades than the NYSE…and while most of this activity is surely bots, meme pairs and other nonsense, that still says quite a lot about the traction this is getting.
Second , regulators are moving tokenized assets from an offshore experiment toward regulated US market structure . Two days after the CLARITY Act fell short in the Senate, the SEC issued an innovation exemption for tokenized stock trading. Meanwhile, US stock perps are next, with Coinbase’s proposed product now listed by the CFTC as “approval pending”.
Source: Reuters
With TradFi’s bastion, the Bloomberg Terminal , listing Hyperliquid perps and tokens at WSL HYPE <GO> , there’s little question about the direction of travel.
Source: Bloomberg
For the first time, we have an environment where both institutions and individuals can, and are willing to, engage with a plethora of RWAs.
It’s clear to us that legislation is being pieced together with or without a huge bill, and the question for investors should shift from “will tokenization be legal?” toward “who captures the economics when these products eventually enter the US?”
But before we jump to that, let’s take a quick step back and answer… Why do assets coming onchain matter in the first place?
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===== 통합 원문 6 / 8 =====
[채널] 점프
[게시일시] 2026.10.09 01:25:42
[텔레그램 게시물] https://t.me/jump0000/88768
[원문 수집 기준] 외부 링크가 있으면 링크를 따라 확보한 실제 본문·첨부 파일이 주 분석 원문이다. 텔레그램 게시물은 발견 경로와 보조 설명으로 보존하며 외부 원문과 구분해 반영한다.

[현재 텔레그램 게시물 본문]
우리는 이란 이슬람 공화국과 생산적인 논의를 진행하고 있습니다. 이란이 경제적으로나 군사적으로 매우 열악한 상태에 있고, 호르무즈 해협을 통해 기록적인 수의 배럴로 석유가 수송되는 동안 봉쇄 조치가 완전한 효력을 유지할 것이지만(어젯밤에만 2,200만 배럴이 통과했으며, 단 한 배럴도 이란에서 나오거나 이란으로 들어가지 않았습니다!), 미국에서 11월 3일에 치러질 중간선거 전에는 언제든 이란을 공격하지 않을 것임을 모든 이들에게 분명히 밝히고자 합니다. 이란은 결코 핵무기를 보유하지 못할 것입니다! 도널드 J. 트럼프 대통령


===== 통합 원문 7 / 8 =====
[채널] Mint Business News - Official Channel
[게시일시] 2026.10.09 01:25:52
[텔레그램 게시물] https://t.me/livemint/23084
[원문 수집 기준] 외부 링크가 있으면 링크를 따라 확보한 실제 본문·첨부 파일이 주 분석 원문이다. 텔레그램 게시물은 발견 경로와 보조 설명으로 보존하며 외부 원문과 구분해 반영한다.

[현재 텔레그램 게시물 본문]
US suspends Microsoft, Infosys, Wipro, HCL and other tech firms from labour programme: ‘Stop defrauding American worker’

https://www.livemint.com/news/us-news/us-suspends-infosys-tcs-wipro-hcl-cognizant-microsoft-adobe-from-labour-certification-programme-here-s-why-11791472878646.html
[US suspends Microsoft, Infosys, Wipro, HCL and other tech firms from labour programme: ‘Stop defrauding American worker’] https://livemint.com/news/us-news/us-suspends-infosys-tcs-wipro-hcl-cognizant-microsoft-adobe-from-labour-certification-programme-here-s-why-11791472878646.html

[외부 원문 1]
[URL] https://www.livemint.com/news/us-news/us-suspends-infosys-tcs-wipro-hcl-cognizant-microsoft-adobe-from-labour-certification-programme-here-s-why-11791472878646.html
[제목] US suspends Microsoft, Infosys, Wipro, HCL and other tech firms from labour programme: ‘Stop defrauding American worker’ | Today News

The Trump administration on Thursday suspended several major technology companies, including Microsoft, Infosys, Cognizant, Tata, Wipro, HCL Technologies, Capgemini and Adobe, from the US Permanent Labour Certification Programme, accusing companies of abusing the system used to sponsor foreign workers for permanent residency.US Labour Secretary Keith Sonderling announced the move alongside Vice President JD Vance and the head of the US Anti-Fraud Task Force at a briefing in Washington.Sonderling said the Department of Labour would stop accepting new applications and processing pending permanent labour certification applications involving the companies.“I am hereby suspending from the Permanent Labour Certification Programme some of the largest IT outsourcing firms in the world, Cognizant, Infosys, Tata, Wipro, HCL, and Capgemini,” Sonderling said.He added that Microsoft and Adobe would also be suspended from the programme.‘Stop defrauding the American worker’Vance accused the companies of making allegedly illegitimate representations when applying for the labour certification programme.“The fraud is that they’re making representations when applying for this program that are fundamentally illegitimate and therefore ultimately illegal,” Vance said.The vice president specifically singled out Microsoft, saying no US company had “abused this system more” than the software giant.“There has been no company in the United States, unfortunately, that has abused this system more than Microsoft,” Vance said.He urged the affected companies to change their hiring practices and employ more US workers.“Stop defrauding the American worker. Stop importing an indentured servant to do a job that an American worker would happily do,” Vance said.Vance also clarified that the administration did not intend to harm Microsoft.“Microsoft is a great American company, and we have a great relationship with them, they do a lot of important things,” he said. “Our message to Microsoft is not that we want to harm your company. It’s that we want your company to thrive, but we want it to thrive by employing and empowering your fellow Americans.”Suspensions to be indefiniteVance said the suspensions would be indefinite, suggesting that the companies would remain barred from the programme until the administration's concerns were addressed.Sonderling also said multiple active federal investigations were underway in connection with the issue.The Permanent Labour Certification Programme, commonly known as PERM, allows US employers to seek certification to sponsor eligible foreign workers for employment-based permanent residency, including workers who may have entered the country through the H-1B visa programme.The latest action could therefore affect the ability of the named companies to advance certain green-card applications for foreign employees.US cites millions of foreign workersSonderling said the companies targeted by the administration had collectively sought nearly three million foreign workers since 2009.“Since 2009, just these companies alone have requested almost three million foreign workers. They've received over 230,000 H-1B visa approvals and over 100,000 permanent labour certifications,” he said.Sonderling argued that the scale of foreign-worker hiring had come at the expense of American employees.“That’s hundreds of thousands of jobs that were taken from American workers,” he said.The companies named by the administration did not immediately respond to requests for comment.Trump administration steps up immigration crackdownThe suspension is the latest move by the Trump administration targeting both legal and undocumented immigration pathways.The technology industry’s reliance on foreign workers, particularly through the H-1B visa system, has become a major point of contention in the US immigration debate.The administration and its allies have pressed technology companies to train and hire more American workers. Trump has also moved to make the use of H-1B visas more difficult for companies seeking to recruit foreign talent.(With PTI, Bloomberg inputs)

[외부 원문 2]
[URL] https://www.livemint.com/news/us-news/us-suspends-infosys-tcs-wipro-hcl-cognizant-microsoft-adobe-from-labour-certification-programme-here-s-why-11791472878646.html
[제목] US suspends Microsoft, Infosys, Wipro, HCL and other tech firms from labour programme: ‘Stop defrauding American worker’ | Today News

The Trump administration on Thursday suspended several major technology companies, including Microsoft, Infosys, Cognizant, Tata, Wipro, HCL Technologies, Capgemini and Adobe, from the US Permanent Labour Certification Programme, accusing companies of abusing the system used to sponsor foreign workers for permanent residency.US Labour Secretary Keith Sonderling announced the move alongside Vice President JD Vance and the head of the US Anti-Fraud Task Force at a briefing in Washington.Sonderling said the Department of Labour would stop accepting new applications and processing pending permanent labour certification applications involving the companies.“I am hereby suspending from the Permanent Labour Certification Programme some of the largest IT outsourcing firms in the world, Cognizant, Infosys, Tata, Wipro, HCL, and Capgemini,” Sonderling said.He added that Microsoft and Adobe would also be suspended from the programme.‘Stop defrauding the American worker’Vance accused the companies of making allegedly illegitimate representations when applying for the labour certification programme.“The fraud is that they’re making representations when applying for this program that are fundamentally illegitimate and therefore ultimately illegal,” Vance said.The vice president specifically singled out Microsoft, saying no US company had “abused this system more” than the software giant.“There has been no company in the United States, unfortunately, that has abused this system more than Microsoft,” Vance said.He urged the affected companies to change their hiring practices and employ more US workers.“Stop defrauding the American worker. Stop importing an indentured servant to do a job that an American worker would happily do,” Vance said.Vance also clarified that the administration did not intend to harm Microsoft.“Microsoft is a great American company, and we have a great relationship with them, they do a lot of important things,” he said. “Our message to Microsoft is not that we want to harm your company. It’s that we want your company to thrive, but we want it to thrive by employing and empowering your fellow Americans.”Suspensions to be indefiniteVance said the suspensions would be indefinite, suggesting that the companies would remain barred from the programme until the administration's concerns were addressed.Sonderling also said multiple active federal investigations were underway in connection with the issue.The Permanent Labour Certification Programme, commonly known as PERM, allows US employers to seek certification to sponsor eligible foreign workers for employment-based permanent residency, including workers who may have entered the country through the H-1B visa programme.The latest action could therefore affect the ability of the named companies to advance certain green-card applications for foreign employees.US cites millions of foreign workersSonderling said the companies targeted by the administration had collectively sought nearly three million foreign workers since 2009.“Since 2009, just these companies alone have requested almost three million foreign workers. They've received over 230,000 H-1B visa approvals and over 100,000 permanent labour certifications,” he said.Sonderling argued that the scale of foreign-worker hiring had come at the expense of American employees.“That’s hundreds of thousands of jobs that were taken from American workers,” he said.The companies named by the administration did not immediately respond to requests for comment.Trump administration steps up immigration crackdownThe suspension is the latest move by the Trump administration targeting both legal and undocumented immigration pathways.The technology industry’s reliance on foreign workers, particularly through the H-1B visa system, has become a major point of contention in the US immigration debate.The administration and its allies have pressed technology companies to train and hire more American workers. Trump has also moved to make the use of H-1B visas more difficult for companies seeking to recruit foreign talent.(With PTI, Bloomberg inputs)


===== 통합 원문 8 / 8 =====
[채널] 64비트사령부⚡️ 🇰🇷🇺🇸
[게시일시] 2026.10.09 01:25:56
[텔레그램 게시물] https://t.me/BTCpentagon/9927
[원문 수집 기준] 외부 링크가 있으면 링크를 따라 확보한 실제 본문·첨부 파일이 주 분석 원문이다. 텔레그램 게시물은 발견 경로와 보조 설명으로 보존하며 외부 원문과 구분해 반영한다.

[현재 텔레그램 게시물 본문]
美 CFTC, 클래리티법 통과 없이 암호화폐 규제 독자 추진…“이제 미국이 기준 만든다”

미국 상품선물거래위원회(CFTC)가 의회의 암호화폐 시장구조법(CLARITY Act) 입법 지연에도 자체 권한을 활용해 암호화폐 규제 체계 구축을 본격화했음. 마이클 셀리그 CFTC 위원장은 미국이 더 이상 암호화폐 산업의 해외 이전을 지켜보거나 다른 국가가 규제 기준을 정하도록 방치하지 않겠다는 입장을 강조했음. CFTC는 10월 5일 암호화폐 레버리지·마진 거래를 연방 감독 체계에 편입하기 위한 규칙 제정 절차를 시작했으며, 시장 조작 방지와 투자자 보호 장치도 추진하고 있음.

특히 CFTC는 지난 9월 일정 조건을 충족한 암호화폐 파생상품 관련 소프트웨어 개발자에게 중개업자 등록 의무에 관한 조건부 비조치 방침을 적용했음. 아울러 온체인 금융, 자산 토큰화, 24시간 거래, AI 에이전트 금융을 차세대 시장 환경으로 보고 관련 제도 정비를 추진하고 있음. 다만 현재 발표된 규제안은 제안·의견수렴 단계이며, 클래리티법 없이 암호화폐 현물시장 전체를 포괄적으로 감독할 수 있는 권한까지 확보한 것은 아님.

🇺🇸 CFTC 최근 주요 조치
🏛️ 클래리티법 입법 지연과 별개로 규제 추진
📜 암호화폐 거래소 연방 감독 규칙 제안
👨‍💻 소프트웨어 개발자에 조건부 등록 규제 완화
🔗 온체인·토큰화·24시간 거래 제도 정비 추진
🛡️ 시장 조작 방지 및 투자자 보호 강화