幣圈脈動——市場觀點

IntroductionSalesforce, Inc. rose about 3% on Monday, October 12, 2026, after Bank of America Corporation (NYSE:BAC) double-upgraded the software maker to Buy from Underperform and lifted its price target to $285 from $160. The move is a full reversal of the bank's May stance, when analyst Tal Liani argued that artificial intelligence would force a structural reset on Salesforce's business. Shares touched an intraday high of $240.90 and traded near $237, up from Friday's close of $229.13, but th

Indonesia collected Rp1,607.6 trillion in tax revenue through September 30, 2026. The figure grew 24.1% from the same period a year earlier, but it represented only 68.2% of the 2026 state-budget target.Those two percentages describe different conditions. The 24.1% growth rate indicates a strong improvement from the 2025 base. The 68.2% realization rate shows that a substantial portion of the annual target still had to be collected during the final three months.The 68.2% result should not be mec

Apple and NVIDIA can now be traded in tokenized form through the Solana network. The initial launch also covers several other U.S. stocks, including Microsoft, Tesla, Amazon, Meta, Netflix, and Alphabet.The phrase “Apple and NVIDIA stocks have come to Solana” can create the impression that the companies moved their official shares from U.S. exchanges onto a blockchain. That is not what happened. Apple and NVIDIA have not transferred their entire shareholder registers to Solana, and Solana has no

Indonesian retail sales are expected to grow by 1.4% year on year in September 2026. Bank Indonesia forecasts the Real Sales Index, or RSI, at 221.3, slightly improving from growth of 1.3% in August and 1.1% in July.The increase suggests that household consumption has not entered a broad contraction. Other Goods, Other Household Equipment, and Cultural and Recreational Goods were expected to support the annual increase.A 1.4% reading is not sufficient to conclude that purchasing power has recove

Indonesia’s Financial Services Authority, or OJK, granted a Digital Financial Asset Trader license to PT Gudang Kripto Indonesia on September 22, 2026. The approval increased the number of licensed digital financial asset traders to 28 companies.Indonesia’s licensed crypto-trading ecosystem now consists of 34 entities: two crypto exchanges, two clearing and settlement institutions, two custodians, and 28 digital financial asset traders. The number of traders increased from 26 in June after OJK l

Bitcoin extended its decline as selling pressure spread across Indonesian and global equities. According to an MEXC price-page snapshot updated at 17:43 WIB on October 8, BTC traded near US$82,670.01, down 0.97% over 24 hours and 1.44% over seven days. Its 24-hour range stretched from US$82,250 to US$83,843.72. Bitcoin price data on MEXCThe decline was sharper in Indonesia’s equity market. The Jakarta Composite Index closed October 8 at 6,031.28, down 1.88%, or 115.44 points. Nine of 11 sectors

Solana lowered its slot-time target from 400 milliseconds to 250 milliseconds in late September 2026. The change means the network is aiming for a slot-production interval that is 37.5% shorter than the previous target. In theory, dividing 400 milliseconds by 250 milliseconds produces a potential slot cadence that is up to 1.6 times faster, but that does not mean every transaction will settle in exactly 250 milliseconds.A slot is the time window assigned to a scheduled validator to produce a blo

Bitcoin Cash, or BCH, often returns to traders’ search results because its name, history, and underlying design are closely connected to Bitcoin. That connection is real. BCH emerged from a Bitcoin hard fork in 2017, uses proof-of-work, has a maximum supply of 21 million coins, and shares Bitcoin’s transaction history up to the point at which the networks split.A shared origin does not make BCH and BTC the same asset. After the hard fork, they continued as separate blockchains with different con

A rise in Indonesian government-bond yields can sound positive at first. Higher yields appear to offer a better return. For investors who already own bonds, however, the mechanism can work in the opposite direction: when the yield required by the market rises, the price of existing fixed-coupon bonds usually falls.The Financial Services Authority, or OJK, reported on October 5, 2026 that average Indonesian government-security, or SBN, yields rose by 14.12 basis points month on month in September

Indonesia’s Financial Services Authority, or OJK, recorded 113 parties that had received principal approval in the financial-derivatives sector from January 10, 2025 through September 30, 2026. The figure appeared in OJK’s October 5, 2026 release alongside September financial-derivatives trading volume of 42,718 lots and a cumulative 395,571 lots for January through September 2026.The data shows that the transfer of financial-derivatives regulation and supervision to OJK is continuing. It should